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: 0000842782
申報總市值
US$30.9億
US$30.9億
236 檔
14.0%
在 Q3 2024 申報期間，Zwj Investment Counsel Inc（CIK: 0000842782）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$30.9億，共持有 236 個公開申報部位。
Q3 2024 數據顯示 Zwj Investment Counsel Inc 積極進場，新開立 2 個部位並同步加碼 31 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Zwj Investment Counsel Inc 的前 5 大核心持股（包含 KO, ORCL, MSFT 等）合計佔整體申報市值的 14.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 236 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 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.93% | -0.14% | -0.94% | |
| 2 | ORCL | Oracle CORP | 股票-科技 | 3.64% | -0.20% | -1.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.55% | -0.16% | +0.09% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.33% | +0.31% | +853.70% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.26% | +0.43% | -1.03% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.24% | +0.09% | -6.01% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.71% | +0.12% | -0.89% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.64% | +0.13% | +0.24% | |
| 9 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.32% | +0.17% | +1.61% | |
| 10 | BWXT | Bwx Technologies Inc | 股票-工業 | 2.30% | -0.52% | +0.09% | |
| 11 | NOC | Northrop Grumman CORP | 股票-工業 | 2.16% | -0.74% | +1.20% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | +0.05% | -0.85% | |
| 13 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.11% | -0.78% | -0.45% | |
| 14 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.09% | — | +0.42% | |
| 15 | CB | Chubb Limited | 股票-金融 | 2.09% | -0.13% | +0.30% | |
| 16 | INGR | Ingredion Inc | 股票-非循環性消費 | 2.07% | -0.39% | +0.56% | |
| 17 | FISV | Fiserv Inc | 股票-其他 | 2.03% | -0.01% | -0.11% | |
| 18 | PGR | Progressive CORP | 股票-金融 | 2.02% | +0.04% | -1.27% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 2.01% | +0.15% | +1.78% | |
| 20 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.98% | -0.11% | +2.14% | |
| 21 | AXP | American Express Co | 股票-金融 | 1.97% | +0.02% | +0.03% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.96% | +0.73% | +2.19% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.85% | -0.06% | +1.30% | |
| 24 | EFX | Equifax Inc | 股票-工業 | 1.81% | -0.04% | -3.51% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 1.76% | +2.92% | +0.15% | |
| 26 | CTVA | Corteva Inc | 股票-原物料 | 1.74% | -0.21% | +2.37% | |
| 27 | AEP | American Electric Power | 股票-公用事業 | 1.73% | -0.12% | +0.96% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 1.51% | +0.01% | +1.76% | |
| 29 | ROP | Roper Technologies Inc | 股票-科技 | 1.42% | -0.25% | +9.75% | |
| 30 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.38% | — | +7.51% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.38% | -0.54% | +1.87% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.37% | -0.07% | -0.83% | |
| 33 | J | Jacobs Solutions Inc | 股票-工業 | 1.35% | -0.05% | -21.02% | |
| 34 | PSX | Phillips 66 | 股票-能源 | 1.33% | -0.33% | +2.09% | |
| 35 | ACN | Accenture plc | 股票-科技 | 1.24% | -0.47% | +2.17% | |
| 36 | T | At&t Inc | 股票-通訊服務 | 1.20% | -0.41% | +2.56% | |
| 37 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 1.11% | — | +0.24% | |
| 38 | OUT | OUTFRONT Media Inc. | 股票-其他 | 1.09% | — | +2.72% | |
| 39 | SAIA | Saia Inc | 股票-工業 | 1.04% | +0.09% | +9.75% | |
| 40 | MGPI | Mgp Ingredients Inc | 股票-其他 | 1.00% | — | +2.46% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | -0.02% | -1.84% | |
| 42 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.97% | -0.13% | +2.77% | |
| 43 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.90% | -0.17% | +1.50% | |
| 44 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.77% | -0.02% | +8.23% | |
| 45 | EWBC | East West Bancorp Inc | 股票-金融 | 0.73% | +0.06% | -2.12% | |
| 46 | ES | Eversource Energy | 股票-公用事業 | 0.72% | -0.02% | +24.03% | |
| 47 | GM | General Motors Co | 股票-循環性消費 | 0.71% | -0.07% | +2.10% | |
| 48 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.62% | -0.04% | +33.85% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.54% | -0.15% | -1.10% | |
| 50 | FIS | Fidelity National Info Serv | 股票-科技 | 0.50% | -0.01% | +0.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.4% | -1.34% | 減碼 |
| 2 | AME | Ametek Inc | +0.3% | +211.65% | 加碼 |
| 3 | NOC | Northrop Grumman CORP | +0.3% | +1.20% | 加碼 |
| 4 | UBER | Uber Technologies Inc | +0.3% | NEW | 新建倉 |
| 5 | INGR | Ingredion Inc | +0.2% | +0.56% | 加碼 |
| 6 | PGR | Progressive CORP | +0.2% | -1.27% | 減碼 |
| 7 | FISV | Fiserv Inc | +0.2% | -0.11% | 減碼 |
| 8 | OUT | OUTFRONT Media Inc. | +0.2% | +2.72% | 加碼 |
| 9 | ES | Eversource Energy | +0.2% | +24.03% | 加碼 |
| 10 | APD | Air Products & Chemicals Inc | +0.2% | +33.85% | 加碼 |
| 11 | ABBV | Abbvie Inc | +0.2% | +0.24% | 加碼 |
| 12 | AXP | American Express Co | +0.2% | +0.03% | 加碼 |
| 13 | AEP | American Electric Power | +0.2% | +0.96% | 加碼 |
| 14 | KO | Coca-cola Co/the | +0.2% | -0.94% | 減碼 |
| 15 | HD | Home Depot Inc | +0.2% | +1.76% | 加碼 |
| 16 | BWXT | Bwx Technologies Inc | +0.1% | +0.09% | 加碼 |
| 17 | EFX | Equifax Inc | +0.1% | -3.51% | 減碼 |
| 18 | MDLZ | Mondelez International Inc-a | +0.1% | +2.14% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +2.19% | 加碼 |
| 20 | ACN | Accenture plc | +0.1% | +2.17% | 加碼 |
| 21 | CB | Chubb Limited | +0.1% | +0.30% | 加碼 |
| 22 | IPG | Interpublic Group Of Cos Inc | +0.1% | +7.51% | 加碼 |
| 23 | T | At&t Inc | +0.1% | +2.56% | 加碼 |
| 24 | SSNC | Ss&c Technologies Holdings | +0.1% | +2.77% | 加碼 |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.30% | 加碼 |
| 26 | AMTM | Amentum Holdings Inc | +0.1% | NEW | 新建倉 |
| 27 | CTVA | Corteva Inc | +0.1% | +2.37% | 加碼 |
| 28 | MGPI | Mgp Ingredients Inc | +0.1% | +2.46% | 加碼 |
| 29 | AAPL | Apple Inc | +0.1% | -0.89% | 減碼 |
| 30 | YUM | Yum! Brands Inc | 0% | +8.23% | 加碼 |
| 31 | JNJ | Johnson & Johnson | 0% | -0.83% | 減碼 |
| 32 | IFF | Intl Flavors & Fragrances | 0% | +0.24% | 加碼 |
| 33 | ZBRA | Zebra Technologies Corp-cl A | 0% | -1.42% | 減碼 |
| 34 | BSX | Boston Scientific CORP | 0% | -0.45% | 減碼 |
| 35 | EWBC | East West Bancorp Inc | 0% | -2.12% | 減碼 |
| 36 | ROP | Roper Technologies Inc | 0% | +9.75% | 加碼 |
| 37 | V | Visa Inc-class A Shares | 0% | +1.78% | 加碼 |
| 38 | TTEN | Totalenergies Se -spon Adr | -0.1% | -16.15% | 減碼 |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | -0.85% | 減碼 |
| 40 | WBD | Warner Bros Discovery Inc | -0.1% | EXIT | 清倉 |
| 41 | AVGO | Broadcom Inc | -0.2% | +853.70% | 加碼 |
| 42 | CVX | Chevron CORP | -0.2% | +1.87% | 加碼 |
| 43 | PSX | Phillips 66 | -0.2% | +2.09% | 加碼 |
| 44 | ELV | Elevance Health Inc | -0.2% | +1.61% | 加碼 |
| 45 | MSFT | Microsoft CORP | -0.4% | +0.09% | 加碼 |
| 46 | DG | Dollar General CORP | -0.5% | -33.13% | 減碼 |
| 47 | NVDA | Nvidia CORP | -0.5% | -6.01% | 減碼 |
| 48 | J | Jacobs Solutions Inc | -0.6% | -21.02% | 減碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.6% | -1.03% | 減碼 |
| 50 | MU | Micron Technology Inc | -0.6% | +0.15% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Zwj Investment Counsel Inc 在 Q3 2024 季度的美股持倉總市值約為 US$30.9億，共申報了 236 個公開持股部位。
在 Q3 2024 季度，Zwj Investment Counsel Inc 按市值排列的前三大核心持股分別為：KO (3.9%)、ORCL (3.6%)、MSFT (3.5%)。其中最大持股部位 KO 佔據整體投資組合約 3.9% 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
UBER
市值: US$670.2萬
本季最大獲利了結 / 清倉標的
WBD
前期市值: US$293.5萬
在 Q3 2024 季度中，Zwj Investment Counsel Inc 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 31 個部位、減碼 16 個部位以及清倉 1 個部位。 其中最大新建倉標的為 UBER。 本季清倉部位包含 WBD。
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。