13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001326766
申報總市值
US$9.3億
US$9.3億
111 檔
33.8%
在 Q3 2024 申報期間，Violich Capital Management, Inc.（CIK: 0001326766）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$9.3億，共持有 111 個公開申報部位。
Violich Capital Management, Inc. 於 Q3 2024 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 31 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Violich Capital Management, Inc. 的前 5 大核心持股（包含 MSFT, GOOG, AAPL 等）合計佔整體申報市值的 33.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 10.51% | +2.42% | +1.50% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 7.96% | -0.84% | +1.33% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.88% | +0.69% | -1.69% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.18% | -0.79% | +1.27% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 7.15% | -0.33% | +0.49% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 5.28% | +0.09% | +1.55% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 4.68% | -0.49% | +1.20% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.02% | -0.08% | +2.10% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.01% | +0.04% | +0.67% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.84% | +0.02% | +0.84% | |
| 11 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 2.07% | -0.05% | -0.89% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.06% | -0.04% | +0.57% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.00% | -0.09% | +2.51% | |
| 14 | ACN | Accenture plc | 股票-科技 | 1.70% | +0.09% | +2.78% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 1.64% | -0.01% | +1.34% | |
| 16 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.58% | -0.05% | +0.01% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.48% | +0.23% | +0.91% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.43% | — | +0.32% | |
| 19 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.38% | +0.10% | +1.75% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.35% | +0.06% | +0.88% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.17% | +0.19% | +2.68% | |
| 22 | HON | Honeywell International Inc | 股票-工業 | 1.16% | — | +0.99% | |
| 23 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.12% | -0.10% | -13.20% | |
| 24 | COP | Conocophillips | 股票-能源 | 1.07% | +0.05% | +0.13% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.06% | +0.01% | — | |
| 26 | LRCX | Lam Research CORP | 股票-科技 | 1.06% | -1.08% | — | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.99% | +0.02% | +2.07% | |
| 28 | ✓ | 股票-其他 | 0.97% | — | — | ||
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | — | +5.44% | |
| 30 | PM | Philip Morris International | 股票-非循環性消費 | 0.69% | +0.12% | +0.52% | |
| 31 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.67% | +0.04% | — | |
| 32 | ✓ | 股票-其他 | 0.60% | — | +2.05% | ||
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | +0.04% | +0.51% | |
| 34 | AMGN | Amgen Inc | 股票-醫療保健 | 0.50% | — | — | |
| 35 | ✓ | 股票-其他 | 0.47% | — | +908.61% | ||
| 36 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.43% | -0.02% | EXIT | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.43% | -0.08% | — | |
| 38 | CI | THE Cigna Group | 股票-醫療保健 | 0.42% | — | +15.02% | |
| 39 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.41% | -0.01% | -12.74% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.39% | — | -1.09% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.36% | — | +0.30% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.35% | +0.05% | — | |
| 43 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.35% | +0.12% | +5.81% | |
| 44 | DVN | Devon Energy CORP | 股票-能源 | 0.35% | — | +4.20% | |
| 45 | SYK | Stryker CORP | 股票-醫療保健 | 0.34% | -0.02% | — | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.33% | -0.07% | +14.61% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.32% | +0.01% | +0.53% | |
| 48 | CPAY | Corpay Inc | 股票-科技 | 0.30% | -0.02% | +52.08% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.29% | -0.13% | EXIT | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.28% | +0.12% | +10.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.1% | NEW | 新建倉 |
| 2 | ORCL | Oracle CORP | +0.7% | +1.20% | 加碼 |
| 3 | AAPL | Apple Inc | +0.3% | -1.69% | 減碼 |
| 4 | ABBV | Abbvie Inc | +0.3% | +0.67% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +2.10% | 加碼 |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | +0.84% | 加碼 |
| 7 | ACN | Accenture plc | +0.2% | +2.78% | 加碼 |
| 8 | NKE | Nike Inc -cl B | +0.2% | +0.01% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.1% | +0.57% | 加碼 |
| 10 | CPAY | Corpay Inc | +0.1% | +52.08% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.1% | +1.55% | 加碼 |
| 12 | DHR | Danaher CORP | +0.1% | +1.34% | 加碼 |
| 13 | GLD | Spdr Gold Shares | +0.1% | +0.32% | 加碼 |
| 14 | AON | Aon plc | +0.1% | — | 不變 |
| 15 | ADP | Automatic Data Processing | +0.1% | — | 不變 |
| 16 | PM | Philip Morris International | +0.1% | +0.52% | 加碼 |
| 17 | NEE | Nextera Energy Inc | +0.1% | — | 加碼 |
| 18 | BHP | Bhp Group Ltd-spon Adr | +0.1% | -0.89% | 減碼 |
| 19 | AEM | Agnico Eagle Mines LTD | +0.1% | +5.81% | 加碼 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +0.49% | 加碼 |
| 21 | VZ | Verizon Communications Inc | +0.1% | +2.07% | 加碼 |
| 22 | CI | THE Cigna Group | +0.1% | +15.02% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +14.61% | 加碼 |
| 24 | META | Meta Platforms Inc-class A | 0% | +10.12% | 加碼 |
| 25 | KMB | Kimberly-clark CORP | 0% | +11.05% | 加碼 |
| 26 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 27 | EIX | Edison International | 0% | NEW | 新建倉 |
| 28 | PEP | Pepsico Inc | 0% | +2.51% | 加碼 |
| 29 | ACIW | Aci Worldwide Inc | 0% | NEW | 新建倉 |
| 30 | MA | Mastercard Inc - A | 0% | +3.67% | 加碼 |
| 31 | MCD | Mcdonald's CORP | 0% | -0.63% | 減碼 |
| 32 | PCT | Purecycle Technologies Inc | 0% | NEW | 新建倉 |
| 33 | VIMAX | Vanguard Mid Cap Index-adm | 0% | NEW | 新建倉 |
| 34 | DORM | Dorman Products Inc | 0% | NEW | 新建倉 |
| 35 | XOM | Exxon Mobil CORP | 0% | +5.44% | 加碼 |
| 36 | AVGO | Broadcom Inc | 0% | — | 加碼 |
| 37 | DE | Deere & Co | 0% | — | 不變 |
| 38 | BA | Boeing Co/the | 0% | EXIT | 清倉 |
| 39 | NE | Noble Corporation plc | 0% | EXIT | 清倉 |
| 40 | DVN | Devon Energy CORP | -0.1% | +4.20% | 加碼 |
| 41 | SLB | Slb LTD | -0.1% | -1.09% | 減碼 |
| 42 | COP | Conocophillips | -0.1% | +0.13% | 加碼 |
| 43 | CVS | Cvs Health CORP | -0.1% | -13.20% | 減碼 |
| 44 | CVX | Chevron CORP | -0.1% | +0.91% | 加碼 |
| 45 | MRK | Merck & Co. Inc. | -0.2% | +0.88% | 加碼 |
| 46 | ELV | Elevance Health Inc | -0.3% | EXIT | 清倉 |
| 47 | MSFT | Microsoft CORP | -0.7% | +1.50% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.9% | +1.27% | 加碼 |
| 49 | GOOG | Alphabet Inc-cl C | -1% | +1.33% | 加碼 |
| 50 | LRCXEUR | Lam Research CORP | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Violich Capital Management, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$9.3億，共申報了 111 個公開持股部位。
在 Q3 2024 季度，Violich Capital Management, Inc. 按市值排列的前三大核心持股分別為：MSFT (10.5%)、GOOG (8.0%)、AAPL (7.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
LRCX
市值: US$816.1萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$1064.9萬
在 Q3 2024 季度中，Violich Capital Management, Inc. 共進行了 46 項持倉異動，包含新建倉 6 個部位、加碼 31 個部位、減碼 5 個部位以及清倉 4 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。