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: 0001588340
申報總市值
US$314.4億
US$314.4億
1092 檔
20.1%
Q4 2024 季度申報顯示，Vontobel Holding Ltd. 揭露的美股組合總市值為 US$314.4億，涵蓋 1092 個不同之權益投資部位。
Q4 2024 的申報記錄反映 Vontobel Holding Ltd. 的板塊替換策略：機構本季推動了 22 筆增持與 28 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AMZN, MA）占據了總市值的 20.1%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1092 檔）
| # | 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 | 5.95% | -1.51% | -7.28% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.51% | -0.38% | -6.24% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 3.53% | -0.22% | +0.47% | |
| 4 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.41% | -0.19% | +2.24% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.24% | +0.22% | -1.54% | |
| 6 | RBA | Rb Global Inc | 股票-工業 | 2.61% | — | +9.79% | |
| 7 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.43% | -0.71% | -2.93% | |
| 8 | ALC | Alcon Inc. | 股票-醫療保健 | 2.28% | -0.10% | +6.57% | |
| 9 | CME | Cme Group Inc | 股票-金融 | 2.27% | -1.20% | -16.83% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | +1.17% | +13.83% | |
| 11 | ADBE | Adobe Inc | 股票-科技 | 1.94% | -0.02% | +0.70% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.86% | +0.13% | -2.10% | |
| 13 | SNPS | Synopsys Inc | 股票-科技 | 1.76% | +0.06% | +10.04% | |
| 14 | UBS | UBS Group AG | 股票-金融 | 1.72% | +0.48% | +1.87% | |
| 15 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.72% | -1.04% | -3.83% | |
| 16 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.70% | -0.02% | -4.96% | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 1.68% | +0.09% | +74.73% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.65% | -0.72% | +16.67% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.57% | +0.01% | +62.37% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.46% | -0.08% | -13.28% | |
| 21 | ICE | Intercontinental Exchange In | 股票-金融 | 1.41% | -0.35% | -5.76% | |
| 22 | LOGI | Logitech International S.A. | 股票-科技 | 1.38% | -0.17% | +34.16% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.36% | -0.04% | +23.05% | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.24% | -0.01% | -36.11% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 1.19% | -0.73% | -6.44% | |
| 26 | AAPL | Apple Inc | 股票-科技 | 1.18% | -0.05% | -3.67% | |
| 27 | VMC | Vulcan Materials Co | 股票-原物料 | 1.12% | -0.31% | -6.82% | |
| 28 | FLUT | Flutter Entertainment plc | 股票-循環性消費 | 1.09% | — | -26.94% | |
| 29 | NOW | Servicenow Inc | 股票-科技 | 1.08% | -0.48% | -28.34% | |
| 30 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.94% | +0.01% | -22.05% | |
| 31 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.89% | -0.25% | +17.93% | |
| 32 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.80% | +0.10% | -9.99% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | +0.01% | +24.16% | |
| 34 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.73% | — | +339.92% | |
| 35 | AMT | American Tower CORP | 股票-房地產 | 0.67% | -0.24% | +3.38% | |
| 36 | CRH | CRH plc | 股票-原物料 | 0.65% | -0.20% | -19.70% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.64% | +0.42% | +20.00% | |
| 38 | PGR | Progressive CORP | 股票-金融 | 0.63% | -0.17% | -6.88% | |
| 39 | ECL | Ecolab Inc | 股票-原物料 | 0.62% | -0.26% | +206.67% | |
| 40 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.59% | +0.31% | +90.12% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.59% | +1.01% | +1.58% | |
| 42 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.57% | -0.98% | -19.02% | |
| 43 | KEYS | Keysight Technologies In | 股票-科技 | 0.56% | -0.03% | -6.27% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | -0.08% | +37.88% | |
| 45 | CPRT | Copart Inc | 股票-工業 | 0.49% | -0.24% | -5.90% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.49% | +0.04% | +0.66% | |
| 47 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 0.45% | -0.06% | -18.02% | |
| 48 | APH | Amphenol Corp-cl A | 股票-科技 | 0.45% | -0.10% | -4.64% | |
| 49 | TSLA | Tesla Inc | 股票-循環性消費 | 0.45% | +0.02% | +23.04% | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.44% | +0.80% | -32.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.8% | -6.24% | 減碼 |
| 2 | UNP | Union Pacific CORP | +0.7% | +74.73% | 加碼 |
| 3 | RBA | Rb Global Inc | +0.6% | +9.79% | 加碼 |
| 4 | FERG | Ferguson Enterprises Inc | +0.6% | +339.92% | 加碼 |
| 5 | PEP | Pepsico Inc | +0.6% | +62.37% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | -1.54% | 減碼 |
| 7 | NVDA | Nvidia CORP | +0.5% | +13.83% | 加碼 |
| 8 | MA | Mastercard Inc - A | +0.4% | +0.47% | 加碼 |
| 9 | ECL | Ecolab Inc | +0.4% | +206.67% | 加碼 |
| 10 | IBN | Icici Bank Ltd-spon Adr | +0.4% | +7250.16% | 加碼 |
| 11 | LOGI | Logitech International S.A. | +0.3% | +34.16% | 加碼 |
| 12 | ACN | Accenture plc | +0.3% | +23.05% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.10% | 減碼 |
| 14 | IDXX | Idexx Laboratories Inc | +0.2% | +90.12% | 加碼 |
| 15 | TSLA | Tesla Inc | +0.2% | +23.04% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.2% | +37.88% | 加碼 |
| 17 | AVGO | Broadcom Inc | +0.2% | +1.58% | 加碼 |
| 18 | ADSK | Autodesk Inc | +0.2% | +423.62% | 加碼 |
| 19 | HD | Home Depot Inc | +0.2% | +24.16% | 加碼 |
| 20 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 21 | HUBB | Hubbell Inc | +0.1% | +9720.69% | 加碼 |
| 22 | ABT | Abbott Laboratories | +0.1% | -2.93% | 減碼 |
| 23 | CASY | Casey's General Stores Inc | -0.1% | -19.02% | 減碼 |
| 24 | XYL | Xylem Inc | -0.1% | -15.04% | 減碼 |
| 25 | ALC | Alcon Inc. | -0.1% | +6.57% | 加碼 |
| 26 | BDX | Becton Dickinson And Co | -0.1% | -4.96% | 減碼 |
| 27 | ICE | Intercontinental Exchange In | -0.1% | -5.76% | 減碼 |
| 28 | AMT | American Tower CORP | -0.1% | +3.38% | 加碼 |
| 29 | NOW | Servicenow Inc | -0.1% | -28.34% | 減碼 |
| 30 | CRH | CRH plc | -0.1% | -19.70% | 減碼 |
| 31 | CL | Colgate-palmolive Co | -0.1% | -42.57% | 減碼 |
| 32 | KLAC | Kla CORP | -0.2% | -14.75% | 減碼 |
| 33 | PG | Procter & Gamble Co/the | -0.2% | -55.76% | 減碼 |
| 34 | CME | Cme Group Inc | -0.2% | -16.83% | 減碼 |
| 35 | ADBE | Adobe Inc | -0.2% | +0.70% | 加碼 |
| 36 | NKE | Nike Inc -cl B | -0.2% | -9.99% | 減碼 |
| 37 | MELI | Mercadolibre Inc | -0.2% | -21.89% | 減碼 |
| 38 | FLUT | Flutter Entertainment plc | -0.2% | -26.94% | 減碼 |
| 39 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 40 | TTEK | Tetra Tech Inc | -0.2% | -97.51% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.2% | -7.28% | 減碼 |
| 42 | KO | Coca-cola Co/the | -0.2% | +2.24% | 加碼 |
| 43 | LIN | Linde plc | -0.3% | -32.25% | 減碼 |
| 44 | VZ | Verizon Communications Inc | -0.3% | -54.40% | 減碼 |
| 45 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 清倉 |
| 46 | HDB | Hdfc Bank Ltd-adr | -0.4% | -90.48% | 減碼 |
| 47 | WMT | Walmart Inc | -0.4% | -86.08% | 減碼 |
| 48 | SHW | Sherwin-williams Co/the | -0.7% | -79.89% | 減碼 |
| 49 | MDLZ | Mondelez International Inc-a | -1% | -36.11% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -2.4% | -92.08% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Vontobel Holding Ltd. 在 Q4 2024 季度的美股持倉總市值約為 US$314.4億，共申報了 1092 個公開持股部位。
在 Q4 2024 季度，Vontobel Holding Ltd. 按市值排列的前三大核心持股分別為：MSFT (6.0%)、AMZN (5.5%)、MA (3.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 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
ANET
市值: US$3449.4萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$9853.0萬
在 Q4 2024 季度中，Vontobel Holding Ltd. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 21 個部位、減碼 26 個部位以及清倉 2 個部位。 其中最大新建倉標的為 ANET。 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。