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: 0001226886
申報總市值
US$4.6億
US$4.6億
170 檔
20.4%
根據最新整理的 13F 季度數據集，Alpine Woods Capital Investors, LLC 於 Q3 2024 結束時的管理資產規模為 US$4.6億。該機構在本季度申報了 170 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Alpine Woods Capital Investors, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 25 個部位並完全清倉 10 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Alpine Woods Capital Investors, LLC 的前 5 大持股（包含 WFC, AVGO, AAPL）貢獻了組合市值的 20.4%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | WFC | Wells Fargo & Co | 股票-金融 | 4.37% | +1.01% | — | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.27% | +0.06% | +864.43% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.16% | +0.04% | -3.32% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.00% | +0.18% | -12.93% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | +0.15% | -16.52% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.40% | +0.03% | -21.85% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.37% | -5.54% | -5.65% | |
| 8 | LHX | L3harris Technologies Inc | 股票-工業 | 2.16% | -0.46% | -19.37% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.06% | +0.03% | -3.35% | |
| 10 | CARR | Carrier Global CORP | 股票-工業 | 1.87% | +0.01% | -21.85% | |
| 11 | AMGN | Amgen Inc | 股票-醫療保健 | 1.86% | +0.02% | -10.59% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.76% | +0.17% | -12.82% | |
| 13 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.75% | -0.18% | -13.37% | |
| 14 | MSI | Motorola Solutions Inc | 股票-科技 | 1.63% | -0.21% | -20.15% | |
| 15 | HPQ | Hp Inc | 股票-科技 | 1.49% | — | -28.60% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.41% | +0.16% | -25.54% | |
| 17 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.37% | -0.33% | -16.91% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 1.32% | +0.15% | -30.69% | |
| 19 | DOX | Amdocs Limited | 股票-科技 | 1.31% | — | -12.89% | |
| 20 | EQIX | Equinix Inc | 股票-房地產 | 1.27% | — | -9.98% | |
| 21 | ICE | Intercontinental Exchange In | 股票-金融 | 1.25% | -0.35% | EXIT | |
| 22 | TTEK | Tetra Tech Inc | 股票-工業 | 1.19% | -0.61% | EXIT | |
| 23 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 1.18% | — | -20.54% | |
| 24 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.16% | +0.29% | -22.57% | |
| 25 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.14% | +0.45% | -8.93% | |
| 26 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.13% | +0.01% | -22.14% | |
| 27 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.12% | — | +23.89% | |
| 28 | TT | Trane Technologies plc | 股票-工業 | 1.12% | +0.01% | -29.79% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.09% | -0.02% | -22.03% | |
| 30 | CMI | Cummins Inc | 股票-工業 | 1.08% | +0.38% | -9.57% | |
| 31 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.06% | -0.15% | -17.66% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.05% | -0.17% | -7.77% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.02% | +0.06% | +14.68% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.02% | +0.37% | -6.31% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.99% | +0.06% | -16.71% | |
| 36 | SNA | Snap-on Inc | 股票-工業 | 0.99% | — | -23.86% | |
| 37 | UBER | Uber Technologies Inc | 股票-工業 | 0.94% | +0.22% | +0.87% | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.92% | -0.45% | -3.76% | |
| 39 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.89% | -0.74% | -5.61% | |
| 40 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.86% | -0.14% | -30.30% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.84% | -0.15% | -1.73% | |
| 42 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.78% | — | -21.96% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.76% | — | -15.69% | |
| 44 | OKE | Oneok Inc | 股票-能源 | 0.75% | — | +31.16% | |
| 45 | IMAX | Imax CORP | 股票-其他 | 0.73% | -0.08% | -38.50% | |
| 46 | CPAY | Corpay Inc | 股票-科技 | 0.69% | — | — | |
| 47 | GRMN | Garmin Ltd. | 股票-科技 | 0.65% | -0.05% | -9.42% | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 0.64% | -0.18% | -7.18% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | +0.14% | -20.63% | |
| 50 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.62% | -0.14% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +1.2% | — | 不變 |
| 2 | CPAY | Corpay Inc | +0.7% | NEW | 新建倉 |
| 3 | AVGO | Broadcom Inc | +0.6% | +864.43% | 加碼 |
| 4 | KVUE | Kenvue Inc | +0.5% | +23.89% | 加碼 |
| 5 | CART | Maplebear Inc | +0.5% | NEW | 新建倉 |
| 6 | NVDA | Nvidia CORP | +0.5% | -5.65% | 減碼 |
| 7 | PYPL | Paypal Holdings Inc | +0.5% | NEW | 新建倉 |
| 8 | INGR | Ingredion Inc | +0.4% | -13.37% | 減碼 |
| 9 | OKE | Oneok Inc | +0.4% | +31.16% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.3% | +299.30% | 加碼 |
| 11 | HUBB | Hubbell Inc | +0.3% | +89.55% | 加碼 |
| 12 | SITM | Sitime CORP | +0.3% | NEW | 新建倉 |
| 13 | TDW | Tidewater Inc | +0.3% | NEW | 新建倉 |
| 14 | FISV | Fiserv Inc | +0.2% | — | 不變 |
| 15 | CCL1EUR | Carnival CORP LTD | +0.2% | NEW | 新建倉 |
| 16 | TJX | Tjx Companies Inc | -0.1% | -22.14% | 減碼 |
| 17 | MDLZ | Mondelez International Inc-a | -0.1% | -17.66% | 減碼 |
| 18 | DGX | Quest Diagnostics Inc | -0.1% | -30.30% | 減碼 |
| 19 | PEP | Pepsico Inc | -0.1% | -16.91% | 減碼 |
| 20 | ZTS | Zoetis Inc | -0.1% | -21.96% | 減碼 |
| 21 | NOC | Northrop Grumman CORP | -0.1% | -40.15% | 減碼 |
| 22 | AMD | Advanced Micro Devices | -0.1% | -20.63% | 減碼 |
| 23 | TECK | Teck Resources Ltd-cls B | -0.1% | -20.54% | 減碼 |
| 24 | ET | Energy Transfer LP | -0.1% | -46.58% | 減碼 |
| 25 | TMO | Thermo Fisher Scientific Inc | -0.2% | -22.03% | 減碼 |
| 26 | MRO* | Marathon Oil CORP | -0.2% | -31.15% | 減碼 |
| 27 | EW | Edwards Lifesciences CORP | -0.2% | -24.79% | 減碼 |
| 28 | DPZ | Domino's Pizza Inc | -0.2% | -26.66% | 減碼 |
| 29 | TXN | Texas Instruments Inc | -0.2% | -30.69% | 減碼 |
| 30 | APP | Applovin Corp-class A | -0.2% | EXIT | 清倉 |
| 31 | HPQ | Hp Inc | -0.2% | -28.60% | 減碼 |
| 32 | STNG | Scorpio Tankers Inc. | -0.2% | EXIT | 清倉 |
| 33 | MRK | Merck & Co. Inc. | -0.2% | -15.69% | 減碼 |
| 34 | SLB | Slb LTD | -0.2% | EXIT | 清倉 |
| 35 | MLM | Martin Marietta Materials | -0.2% | EXIT | 清倉 |
| 36 | LRCXEUR | Lam Research CORP | -0.3% | +597.43% | 加碼 |
| 37 | GOOG | Alphabet Inc-cl C | -0.3% | -21.85% | 減碼 |
| 38 | REGN | Regeneron Pharmaceuticals | -0.3% | -39.63% | 減碼 |
| 39 | FMC | Fmc CORP | -0.3% | -69.92% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.3% | -16.52% | 減碼 |
| 41 | HSY | Hershey Co/the | -0.3% | -66.26% | 減碼 |
| 42 | V | Visa Inc-class A Shares | -0.4% | EXIT | 清倉 |
| 43 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | -73.82% | 減碼 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | EXIT | 清倉 |
| 45 | MU | Micron Technology Inc | -0.8% | EXIT | 清倉 |
| 46 | SMCIUSD | Super Micro Computer Inc | -0.9% | EXIT | 清倉 |
| 47 | AMAT | Applied Materials Inc | -0.9% | -67.63% | 減碼 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.2% | +835.48% | 加碼 |
| 49 | IJH | Ishares Core S&p Midcap ETF | -1.3% | EXIT | 清倉 |
| 50 | IXUS | Ishares Core Intl Stock ETF | -3.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Alpine Woods Capital Investors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$4.6億，共申報了 170 個公開持股部位。
在 Q3 2024 季度，Alpine Woods Capital Investors, LLC 按市值排列的前三大核心持股分別為：WFC (4.4%)、AVGO (3.3%)、AAPL (3.2%)。其中最大持股部位 WFC 佔據整體投資組合約 4.4% 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
CPAY
市值: US$393.6萬
本季最大獲利了結 / 清倉標的
IXUS
前期市值: US$2438.9萬
在 Q3 2024 季度中，Alpine Woods Capital Investors, LLC 共進行了 48 項持倉異動，包含新建倉 6 個部位、加碼 7 個部位、減碼 25 個部位以及清倉 10 個部位。 其中最大新建倉標的為 CPAY。 本季清倉部位包含 IXUS。
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。