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
222 檔
14.6%
Q4 2024 季度申報顯示，Zwj Investment Counsel Inc 揭露的美股組合總市值為 US$30.9億，涵蓋 222 個不同之權益投資部位。
Zwj Investment Counsel Inc 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 27 檔持股的同時，亦同步清倉 1 檔並減碼 21 檔標的。
整體而言，Zwj Investment Counsel Inc 的前 5 大持股（包含 AVGO, GOOG, MSFT）貢獻了組合市值的 14.6%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 222 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 | AVGO | Broadcom Inc | 股票-科技 | 4.32% | +0.31% | -4.32% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.79% | +0.43% | +0.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.53% | -0.16% | +0.50% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.48% | +0.09% | -3.96% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 3.48% | -0.20% | -3.33% | |
| 6 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.46% | -0.14% | +0.46% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.92% | +0.12% | -1.04% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.49% | +0.15% | +6.43% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.44% | +0.13% | +1.80% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | +0.05% | -1.43% | |
| 11 | BWXT | Bwx Technologies Inc | 股票-工業 | 2.36% | -0.52% | -0.91% | |
| 12 | FISV | Fiserv Inc | 股票-其他 | 2.32% | -0.01% | -1.13% | |
| 13 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.28% | -0.78% | +0.29% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.21% | +0.73% | +0.44% | |
| 15 | AXP | American Express Co | 股票-金融 | 2.14% | +0.02% | -1.45% | |
| 16 | INGR | Ingredion Inc | 股票-非循環性消費 | 2.09% | -0.39% | -0.32% | |
| 17 | CB | Chubb Limited | 股票-金融 | 2.06% | -0.13% | +2.09% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.98% | — | +11.36% | |
| 19 | NOC | Northrop Grumman CORP | 股票-工業 | 1.96% | -0.74% | +1.32% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 1.91% | +0.04% | -1.40% | |
| 21 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.79% | +0.17% | +7.94% | |
| 22 | CTVA | Corteva Inc | 股票-原物料 | 1.74% | -0.21% | +2.14% | |
| 23 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.67% | -0.11% | +2.45% | |
| 24 | AEP | American Electric Power | 股票-公用事業 | 1.66% | -0.12% | +5.75% | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.62% | -0.06% | +2.59% | |
| 26 | EFX | Equifax Inc | 股票-工業 | 1.58% | -0.04% | -0.37% | |
| 27 | MU | Micron Technology Inc | 股票-科技 | 1.46% | +2.92% | +0.62% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 1.44% | +0.01% | -1.42% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.40% | -0.54% | +1.96% | |
| 30 | ROP | Roper Technologies Inc | 股票-科技 | 1.38% | -0.25% | +2.79% | |
| 31 | J | Jacobs Solutions Inc | 股票-工業 | 1.36% | -0.05% | -2.91% | |
| 32 | ACN | Accenture plc | 股票-科技 | 1.27% | -0.47% | +1.13% | |
| 33 | T | At&t Inc | 股票-通訊服務 | 1.25% | -0.41% | +0.04% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | -0.07% | +0.85% | |
| 35 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.24% | — | +0.16% | |
| 36 | PSX | Phillips 66 | 股票-能源 | 1.21% | -0.33% | +3.55% | |
| 37 | SAIA | Saia Inc | 股票-工業 | 1.13% | +0.09% | +2.82% | |
| 38 | OUT | OUTFRONT Media Inc. | 股票-其他 | 1.08% | — | +2.15% | |
| 39 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.03% | -0.13% | +3.47% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | -0.02% | +0.47% | |
| 41 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.87% | -0.17% | -0.45% | |
| 42 | GM | General Motors Co | 股票-循環性消費 | 0.86% | -0.07% | +0.98% | |
| 43 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.85% | — | -5.80% | |
| 44 | EWBC | East West Bancorp Inc | 股票-金融 | 0.85% | +0.06% | -0.43% | |
| 45 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.82% | -0.02% | +9.47% | |
| 46 | UBER | Uber Technologies Inc | 股票-工業 | 0.70% | +0.28% | +213.07% | |
| 47 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.64% | -0.04% | +4.23% | |
| 48 | AME | Ametek Inc | 股票-工業 | 0.62% | +0.05% | +18.55% | |
| 49 | ES | Eversource Energy | 股票-公用事業 | 0.58% | -0.02% | -5.70% | |
| 50 | FIS | Fidelity National Info Serv | 股票-科技 | 0.48% | -0.01% | -0.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -4.32% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | +0.71% | 加碼 |
| 3 | V | Visa Inc-class A Shares | +0.5% | +6.43% | 加碼 |
| 4 | UBER | Uber Technologies Inc | +0.4% | +213.07% | 加碼 |
| 5 | FISV | Fiserv Inc | +0.3% | -1.13% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -1.43% | 減碼 |
| 7 | DV | Doubleverify Holdings Inc | +0.3% | NEW | 新建倉 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +0.44% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.2% | -3.96% | 減碼 |
| 10 | AAPL | Apple Inc | +0.2% | -1.04% | 減碼 |
| 11 | AXP | American Express Co | +0.2% | -1.45% | 減碼 |
| 12 | BSX | Boston Scientific CORP | +0.2% | +0.29% | 加碼 |
| 13 | GM | General Motors Co | +0.2% | +0.98% | 加碼 |
| 14 | AME | Ametek Inc | +0.1% | +18.55% | 加碼 |
| 15 | EWBC | East West Bancorp Inc | +0.1% | -0.43% | 減碼 |
| 16 | SAIA | Saia Inc | +0.1% | +2.82% | 加碼 |
| 17 | SSNC | Ss&c Technologies Holdings | +0.1% | +3.47% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +9.30% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.1% | +2.18% | 加碼 |
| 20 | T | At&t Inc | +0.1% | +0.04% | 加碼 |
| 21 | MSFT | Microsoft CORP | 0% | +0.50% | 加碼 |
| 22 | CB | Chubb Limited | 0% | +2.09% | 加碼 |
| 23 | ROP | Roper Technologies Inc | 0% | +2.79% | 加碼 |
| 24 | GE | General Electric | 0% | -1.43% | 減碼 |
| 25 | DG | Dollar General CORP | 0% | -2.14% | 減碼 |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | -22.71% | 減碼 |
| 27 | MRK | Merck & Co. Inc. | 0% | -2.88% | 減碼 |
| 28 | TTEN | Totalenergies Se -spon Adr | -0.1% | -5.79% | 減碼 |
| 29 | AEP | American Electric Power | -0.1% | +5.75% | 加碼 |
| 30 | HD | Home Depot Inc | -0.1% | -1.42% | 減碼 |
| 31 | VZ | Verizon Communications Inc | -0.1% | -7.60% | 減碼 |
| 32 | AMTM | Amentum Holdings Inc | -0.1% | EXIT | 清倉 |
| 33 | PGR | Progressive CORP | -0.1% | -1.40% | 減碼 |
| 34 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | +11.36% | 加碼 |
| 35 | JNJ | Johnson & Johnson | -0.1% | +0.85% | 加碼 |
| 36 | PSX | Phillips 66 | -0.1% | +3.55% | 加碼 |
| 37 | IPG | Interpublic Group Of Cos Inc | -0.1% | +0.16% | 加碼 |
| 38 | ES | Eversource Energy | -0.1% | -5.70% | 減碼 |
| 39 | MQ | Marqeta Inc-a | -0.1% | -15.19% | 減碼 |
| 40 | ORCL | Oracle CORP | -0.2% | -3.33% | 減碼 |
| 41 | ABBV | Abbvie Inc | -0.2% | +1.80% | 加碼 |
| 42 | NOC | Northrop Grumman CORP | -0.2% | +1.32% | 加碼 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.2% | +2.59% | 加碼 |
| 44 | EFX | Equifax Inc | -0.2% | -0.37% | 減碼 |
| 45 | IFF | Intl Flavors & Fragrances | -0.3% | -5.80% | 減碼 |
| 46 | MU | Micron Technology Inc | -0.3% | +0.62% | 加碼 |
| 47 | MDLZ | Mondelez International Inc-a | -0.3% | +2.45% | 加碼 |
| 48 | KO | Coca-cola Co/the | -0.5% | +0.46% | 加碼 |
| 49 | ELV | Elevance Health Inc | -0.5% | +7.94% | 加碼 |
| 50 | MGPI | Mgp Ingredients Inc | -0.6% | -24.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Zwj Investment Counsel Inc 在 Q4 2024 季度的美股持倉總市值約為 US$30.9億，共申報了 222 個公開持股部位。
在 Q4 2024 季度，Zwj Investment Counsel Inc 按市值排列的前三大核心持股分別為：AVGO (4.3%)、GOOG (3.8%)、MSFT (3.5%)。其中最大持股部位 AVGO 佔據整體投資組合約 4.3% 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
DV
市值: US$656.8萬
本季最大獲利了結 / 清倉標的
AMTM
前期市值: US$225.6萬
在 Q4 2024 季度中，Zwj Investment Counsel Inc 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 27 個部位、減碼 21 個部位以及清倉 1 個部位。 其中最大新建倉標的為 DV。 本季清倉部位包含 AMTM。
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。