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: 0000108572
申報總市值
US$3.7億
US$3.7億
137 檔
21.7%
Wright Investors Service Inc 在 Q3 2024 季度的美股部位總計估值為 US$3.7億，分散於 137 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2024 的資金脈絡，Wright Investors Service Inc 在獲利結算 11 檔個股的同時，將資本重新部署至 9 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Wright Investors Service Inc 的前 5 大核心持股（包含 MSFT, AAPL, META 等）合計佔整體申報市值的 21.7%，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 | 5.70% | -0.26% | -5.90% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.33% | -0.07% | +7.17% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.67% | -0.12% | -8.08% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.13% | -0.04% | -15.83% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.96% | -0.05% | -1.19% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 2.68% | -0.03% | +1.26% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.51% | -0.01% | +8.69% | |
| 8 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.37% | -0.41% | -2.44% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.30% | -0.10% | +919.95% | |
| 10 | PGR | Progressive CORP | 股票-金融 | 2.20% | -0.07% | -12.78% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.12% | -19.24% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.85% | +0.35% | -19.78% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.81% | +0.08% | +0.93% | |
| 14 | AMAT | Applied Materials Inc | 股票-科技 | 1.72% | +1.49% | +0.10% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | +0.11% | +32.59% | |
| 16 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.62% | -0.97% | +44.79% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.54% | -0.61% | -0.59% | |
| 18 | CAT | Caterpillar Inc | 股票-工業 | 1.45% | +0.12% | -0.16% | |
| 19 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.41% | -0.55% | +19.87% | |
| 20 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.36% | -0.39% | -4.42% | |
| 21 | AXP | American Express Co | 股票-金融 | 1.29% | -0.05% | +0.17% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.26% | -0.03% | +35.45% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 1.23% | -0.04% | -23.91% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.22% | +0.17% | -0.41% | |
| 25 | PHM | Pultegroup Inc | 股票-循環性消費 | 1.19% | — | +17.42% | |
| 26 | CI | THE Cigna Group | 股票-醫療保健 | 1.10% | +0.28% | +117.64% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.09% | +0.33% | -12.83% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.06% | -0.15% | -1.81% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.02% | -0.23% | +10.71% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | +0.01% | -0.28% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.88% | — | -29.53% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | +0.10% | — | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.84% | -0.54% | +3.02% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.80% | -0.13% | -24.28% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.74% | +0.18% | -33.21% | |
| 36 | T | At&t Inc | 股票-通訊服務 | 0.71% | -0.24% | -23.30% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.71% | -0.05% | -0.50% | |
| 38 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.71% | -0.03% | +31.33% | |
| 39 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.70% | -0.44% | -12.08% | |
| 40 | SYY | Sysco CORP | 股票-非循環性消費 | 0.68% | — | +172.92% | |
| 41 | SYF | Synchrony Financial | 股票-金融 | 0.66% | -0.03% | +167.04% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.66% | -0.01% | -1.43% | |
| 43 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.64% | +0.44% | NEW | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.64% | +0.09% | +48.23% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.64% | -0.10% | -24.87% | |
| 46 | VICI | Vici Properties Inc | 股票-房地產 | 0.63% | -0.07% | — | |
| 47 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.60% | — | -15.78% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.60% | -0.16% | -18.39% | |
| 49 | CSX | Csx CORP | 股票-工業 | 0.60% | -0.22% | EXIT | |
| 50 | KR | Kroger Co | 股票-非循環性消費 | 0.58% | -0.21% | +63.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +7.17% | 加碼 |
| 2 | BMY | Bristol-myers Squibb Co | +0.7% | +44.79% | 加碼 |
| 3 | VICI | Vici Properties Inc | +0.6% | NEW | 新建倉 |
| 4 | CI | THE Cigna Group | +0.6% | +117.64% | 加碼 |
| 5 | ABBV | Abbvie Inc | +0.5% | +8.69% | 加碼 |
| 6 | ORCL | Oracle CORP | +0.5% | +35.45% | 加碼 |
| 7 | EBAY | Ebay Inc | +0.5% | NEW | 新建倉 |
| 8 | V | Visa Inc-class A Shares | +0.5% | +32.59% | 加碼 |
| 9 | SYY | Sysco CORP | +0.5% | +172.92% | 加碼 |
| 10 | GILD | Gilead Sciences Inc | +0.4% | +19.87% | 加碼 |
| 11 | HD | Home Depot Inc | +0.4% | +1.26% | 加碼 |
| 12 | SYF | Synchrony Financial | +0.4% | +167.04% | 加碼 |
| 13 | PHM | Pultegroup Inc | +0.4% | +17.42% | 加碼 |
| 14 | HHH | Howard Hughes Holdings Inc | +0.4% | NEW | 新建倉 |
| 15 | BLDR | Builders Firstsource Inc | +0.4% | NEW | 新建倉 |
| 16 | CRH | CRH plc | +0.4% | NEW | 新建倉 |
| 17 | CSX | Csx CORP | +0.3% | +87.05% | 加碼 |
| 18 | ZM | Zoom Communications Inc | +0.3% | NEW | 新建倉 |
| 19 | MGM | Mgm Resorts International | +0.3% | NEW | 新建倉 |
| 20 | KR | Kroger Co | +0.3% | +63.00% | 加碼 |
| 21 | OHI | Omega Healthcare Investors | +0.3% | +31.33% | 加碼 |
| 22 | DLR | Digital Realty Trust Inc | +0.3% | +105.14% | 加碼 |
| 23 | NEE | Nextera Energy Inc | +0.3% | +10.71% | 加碼 |
| 24 | NXPI | NXP Semiconductors N.V. | +0.2% | NEW | 新建倉 |
| 25 | WMS | Advanced Drainage Systems In | +0.2% | NEW | 新建倉 |
| 26 | GS | Goldman Sachs Group Inc | +0.2% | +68.97% | 加碼 |
| 27 | PLD | Prologis Inc | -0.2% | -70.02% | 減碼 |
| 28 | TXT | Textron Inc | -0.2% | EXIT | 清倉 |
| 29 | LDOS | Leidos Holdings Inc | -0.2% | EXIT | 清倉 |
| 30 | MA | Mastercard Inc - A | -0.3% | EXIT | 清倉 |
| 31 | BP | Bp Plc-spons Adr | -0.3% | -28.57% | 減碼 |
| 32 | MRK | Merck & Co. Inc. | -0.3% | -24.87% | 減碼 |
| 33 | AMAT | Applied Materials Inc | -0.3% | +0.10% | 加碼 |
| 34 | USB | US Bancorp | -0.3% | -64.11% | 減碼 |
| 35 | VST | Vistra CORP | -0.4% | EXIT | 清倉 |
| 36 | DAL | Delta Air Lines Inc | -0.4% | -45.73% | 減碼 |
| 37 | JPM | Jpmorgan Chase & Co | -0.4% | -19.24% | 減碼 |
| 38 | CBRE | Cbre Group Inc - A | -0.4% | -58.65% | 減碼 |
| 39 | C | Citigroup Inc | -0.4% | -33.21% | 減碼 |
| 40 | GD | General Dynamics CORP | -0.4% | EXIT | 清倉 |
| 41 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | EXIT | 清倉 |
| 42 | MAR | Marriott International -cl A | -0.4% | EXIT | 清倉 |
| 43 | ELV | Elevance Health Inc | -0.4% | EXIT | 清倉 |
| 44 | CE | Celanese CORP | -0.4% | EXIT | 清倉 |
| 45 | ADBE | Adobe Inc | -0.5% | -29.53% | 減碼 |
| 46 | MDT | Medtronic plc | -0.5% | EXIT | 清倉 |
| 47 | MCK | Mckesson CORP | -0.5% | -41.55% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.6% | -5.90% | 減碼 |
| 49 | NVDA | Nvidia CORP | -0.7% | -15.83% | 減碼 |
| 50 | BKNG | Booking Holdings Inc | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Wright Investors Service Inc 在 Q3 2024 季度的美股持倉總市值約為 US$3.7億，共申報了 137 個公開持股部位。
在 Q3 2024 季度，Wright Investors Service Inc 按市值排列的前三大核心持股分別為：MSFT (5.7%)、AAPL (5.3%)、META (3.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.7% 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
VICI
市值: US$241.7萬
本季最大獲利了結 / 清倉標的
BKNG
前期市值: US$261.1萬
在 Q3 2024 季度中，Wright Investors Service Inc 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 18 個部位、減碼 12 個部位以及清倉 11 個部位。 其中最大新建倉標的為 VICI。 本季清倉部位包含 BKNG。
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。