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: 0001443095
申報總市值
US$29.3億
US$29.3億
269 檔
13.8%
根據最新整理的 13F 季度數據集，Welch Group, LLC 於 Q3 2024 結束時的管理資產規模為 US$29.3億。該機構在本季度申報了 269 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Welch Group, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 36 個既有持股進行加碼（合計增持 36 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 SFBS, MSFT, AAPL）占據了總市值的 13.8%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 269 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 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 3.98% | +0.17% | -9.26% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.76% | -0.18% | -0.08% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.69% | +0.10% | -0.57% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 3.10% | +0.21% | -0.37% | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.09% | +0.20% | +0.16% | |
| 6 | SO | Southern Co/the | 股票-公用事業 | 3.08% | -0.27% | -0.45% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 3.00% | +0.06% | +0.98% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.97% | -0.41% | -0.02% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工業 | 2.96% | -0.61% | -0.19% | |
| 10 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.87% | — | -1.51% | |
| 11 | RTX | Rtx CORP | 股票-工業 | 2.86% | -0.37% | -0.31% | |
| 12 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 2.81% | -0.02% | -0.38% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.80% | +0.03% | -1.01% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 2.62% | -0.91% | +0.61% | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.60% | -0.43% | +2.37% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 2.56% | +0.59% | +1.27% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 2.48% | -0.89% | +2.84% | |
| 18 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.44% | +0.16% | -0.15% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.44% | -0.11% | +0.93% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.44% | -0.21% | +2.58% | |
| 21 | UL | Unilever PLC | 股票-非循環性消費 | 2.42% | — | -0.79% | |
| 22 | PAYX | Paychex Inc | 股票-科技 | 2.36% | +0.01% | +0.85% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.31% | -0.38% | +2.44% | |
| 24 | TFC | Truist Financial CORP | 股票-金融 | 2.31% | -0.02% | +1.56% | |
| 25 | EMR | Emerson Electric Co | 股票-工業 | 2.30% | -0.02% | +1.15% | |
| 26 | ED | Consolidated Edison Inc | 股票-公用事業 | 2.26% | -0.24% | +0.80% | |
| 27 | GIS | General Mills Inc | 股票-非循環性消費 | 2.22% | — | +2.10% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 2.17% | +0.11% | +0.66% | |
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.12% | -0.53% | +2.02% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 2.11% | +0.65% | +1.58% | |
| 31 | PFE | Pfizer Inc | 股票-醫療保健 | 2.00% | -0.47% | +2.06% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | +0.04% | -2.52% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.76% | — | +1.43% | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.61% | +0.35% | +1.26% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.01% | +4.76% | |
| 36 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.45% | +0.04% | +5.35% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.44% | +0.02% | +0.24% | |
| 38 | DE | Deere & Co | 股票-工業 | 0.44% | +0.04% | +5.87% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | +0.09% | +7.36% | |
| 40 | AFL | Aflac Inc | 股票-金融 | 0.41% | -0.04% | +0.44% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.38% | — | +5.82% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | +0.05% | +8.16% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.36% | +0.01% | +9.08% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.34% | +0.64% | +9.57% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | +0.06% | +4.01% | |
| 46 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.34% | +0.04% | +4.52% | |
| 47 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.33% | -0.04% | +3.15% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.33% | +0.88% | +9.30% | |
| 49 | CARR | Carrier Global CORP | 股票-工業 | 0.32% | +0.08% | +9.36% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.32% | -0.29% | +7.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.4% | -0.37% | 減碼 |
| 2 | LMT | Lockheed Martin CORP | +0.3% | -0.19% | 減碼 |
| 3 | MCD | Mcdonald's CORP | +0.3% | +2.37% | 加碼 |
| 4 | RTX | Rtx CORP | +0.2% | -0.31% | 減碼 |
| 5 | NEE | Nextera Energy Inc | +0.2% | -0.02% | 減碼 |
| 6 | HD | Home Depot Inc | +0.2% | +0.98% | 加碼 |
| 7 | SFBS | Servisfirst Bancshares Inc | +0.2% | -9.26% | 減碼 |
| 8 | GIS | General Mills Inc | +0.2% | +2.10% | 加碼 |
| 9 | SO | Southern Co/the | +0.1% | -0.45% | 減碼 |
| 10 | ABBV | Abbvie Inc | +0.1% | +0.16% | 加碼 |
| 11 | UL | Unilever PLC | +0.1% | -0.79% | 減碼 |
| 12 | ED | Consolidated Edison Inc | +0.1% | +0.80% | 加碼 |
| 13 | CINF | Cincinnati Financial CORP | +0.1% | -0.15% | 減碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +2.58% | 加碼 |
| 15 | PAYX | Paychex Inc | +0.1% | +0.85% | 加碼 |
| 16 | ORCL | Oracle CORP | +0.1% | +4.76% | 加碼 |
| 17 | CARR | Carrier Global CORP | +0.1% | +9.36% | 加碼 |
| 18 | BX | Blackstone Inc | +0.1% | +5.82% | 加碼 |
| 19 | SHW | Sherwin-williams Co/the | +0.1% | +4.52% | 加碼 |
| 20 | AFL | Aflac Inc | +0.1% | +0.44% | 加碼 |
| 21 | CAT | Caterpillar Inc | 0% | +1.26% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | 0% | +9.08% | 加碼 |
| 23 | ACN | Accenture plc | 0% | +7.55% | 加碼 |
| 24 | GL | Globe Life Inc | 0% | +0.23% | 加碼 |
| 25 | TFC | Truist Financial CORP | 0% | +1.56% | 加碼 |
| 26 | DE | Deere & Co | 0% | +5.87% | 加碼 |
| 27 | CSCO | Cisco Systems Inc | 0% | +9.30% | 加碼 |
| 28 | AXP | American Express Co | 0% | +9.84% | 加碼 |
| 29 | KO | Coca-cola Co/the | 0% | +1.43% | 加碼 |
| 30 | ABT | Abbott Laboratories | 0% | +7.60% | 加碼 |
| 31 | MA | Mastercard Inc - A | 0% | +4.24% | 加碼 |
| 32 | VZ | Verizon Communications Inc | 0% | +2.02% | 加碼 |
| 33 | V | Visa Inc-class A Shares | 0% | +8.16% | 加碼 |
| 34 | GS | Goldman Sachs Group Inc | 0% | +4.01% | 加碼 |
| 35 | TGT | Target CORP | 0% | +9.93% | 加碼 |
| 36 | AAPL | Apple Inc | 0% | -0.57% | 減碼 |
| 37 | TXN | Texas Instruments Inc | -0.1% | +1.58% | 加碼 |
| 38 | DG | Dollar General CORP | -0.1% | +23.81% | 加碼 |
| 39 | AJG | Arthur J Gallagher & Co | -0.1% | -1.51% | 減碼 |
| 40 | CL | Colgate-palmolive Co | -0.1% | -0.38% | 減碼 |
| 41 | PG | Procter & Gamble Co/the | -0.1% | +0.93% | 加碼 |
| 42 | PFE | Pfizer Inc | -0.1% | +2.06% | 加碼 |
| 43 | PEP | Pepsico Inc | -0.1% | +2.44% | 加碼 |
| 44 | KMB | Kimberly-clark CORP | -0.2% | +0.66% | 加碼 |
| 45 | NVDA | Nvidia CORP | -0.2% | -2.52% | 減碼 |
| 46 | JPM | Jpmorgan Chase & Co | -0.2% | -1.01% | 減碼 |
| 47 | XOM | Exxon Mobil CORP | -0.2% | +0.61% | 加碼 |
| 48 | CVX | Chevron CORP | -0.4% | +2.84% | 加碼 |
| 49 | MSFT | Microsoft CORP | -0.6% | -0.08% | 減碼 |
| 50 | QCOM | Qualcomm Inc | -0.7% | +1.27% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Welch Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$29.3億，共申報了 269 個公開持股部位。
在 Q3 2024 季度，Welch Group, LLC 按市值排列的前三大核心持股分別為：SFBS (4.0%)、MSFT (3.8%)、AAPL (3.7%)。其中最大持股部位 SFBS 佔據整體投資組合約 4.0% 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。
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$8984.7萬
在 Q3 2024 季度中，Welch Group, LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 36 個部位、減碼 14 個部位以及清倉 0 個部位。
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。