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: 0001801563
申報總市值
US$2.1億
US$2.1億
48 檔
20.8%
在 Q3 2024 申報期間，Ayrshire Capital Management LLC（CIK: 0001801563）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$2.1億，共持有 48 個公開申報部位。
Q3 2024 數據顯示 Ayrshire Capital Management LLC 積極進場，新開立 1 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。
從部位權重觀察，前 5 大標的（包含 MSFT, APH, AIG）累計市值佔比達 20.8%，是驅動 Ayrshire Capital Management LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 4.77% | -0.74% | +0.20% | |
| 2 | APH | Amphenol Corp-cl A | 股票-科技 | 4.47% | +1.08% | -0.04% | |
| 3 | AIG | American International Group | 股票-金融 | 4.04% | -1.36% | +1.76% | |
| 4 | DHR | Danaher CORP | 股票-醫療保健 | 3.94% | -3.05% | +2.33% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.93% | -0.60% | -0.15% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.88% | -0.09% | -0.03% | |
| 7 | FISV | Fiserv Inc | 股票-其他 | 3.84% | — | -1.37% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.79% | +0.19% | +1.93% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 3.76% | +0.15% | +1.45% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 3.61% | -0.08% | +0.66% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.40% | -1.73% | +1.54% | |
| 12 | ROP | Roper Technologies Inc | 股票-科技 | 3.40% | — | +0.90% | |
| 13 | ETN | Eaton Corporation plc | 股票-工業 | 3.20% | +0.27% | +24.68% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.13% | +0.53% | +10.94% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 3.12% | +0.06% | +2.31% | |
| 16 | ECL | Ecolab Inc | 股票-原物料 | 3.08% | +0.06% | +1.75% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.06% | — | +0.70% | |
| 18 | LFUS | Littelfuse Inc | 股票-科技 | 2.97% | — | +1.70% | |
| 19 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.91% | — | +2.72% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.89% | — | +3.03% | |
| 21 | LIN | Linde plc | 股票-原物料 | 2.75% | -0.31% | +1.42% | |
| 22 | RSG | Republic Services Inc | 股票-工業 | 2.63% | -0.26% | +7.42% | |
| 23 | COR | Cencora Inc | 股票-醫療保健 | 2.63% | -3.28% | EXIT | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.58% | -0.12% | +1.92% | |
| 25 | KLAC | Kla CORP | 股票-科技 | 2.55% | +1.23% | -0.37% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.44% | — | +1.22% | |
| 27 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 2.18% | — | +2.68% | |
| 28 | XYL | Xylem Inc | 股票-工業 | 1.90% | — | +8.77% | |
| 29 | PODD | Insulet CORP | 股票-醫療保健 | 1.89% | -0.54% | EXIT | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.83% | +4.32% | — | |
| 31 | BX | Blackstone Inc | 股票-金融 | 0.72% | -0.35% | +1.38% | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.69% | -0.07% | +4.78% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | — | -3.87% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.65% | — | +2.21% | |
| 35 | VLTO | Veralto CORP | 股票-工業 | 0.60% | — | +31.98% | |
| 36 | AMGN | Amgen Inc | 股票-醫療保健 | 0.60% | — | +1.49% | |
| 37 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.33% | — | -48.51% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.31% | — | +6.77% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 0.25% | +1.14% | — | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | +0.29% | -22.77% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | -0.05% | -0.10% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.22% | +1.90% | +1.72% | |
| 43 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.22% | -0.07% | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.21% | +0.01% | — | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.21% | — | -1.92% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.17% | -0.05% | — | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.11% | +0.04% | +0.38% | |
| 48 | SBTEUR | Sterling Bancorp Inc/mi | 股票-其他 | 0.03% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PODD | Insulet CORP | +1.9% | NEW | 新建倉 |
| 2 | ETN | Eaton Corporation plc | +0.6% | +24.68% | 加碼 |
| 3 | FISV | Fiserv Inc | +0.4% | -1.37% | 減碼 |
| 4 | HD | Home Depot Inc | +0.3% | +2.31% | 加碼 |
| 5 | DHR | Danaher CORP | +0.2% | +2.33% | 加碼 |
| 6 | UNH | Unitedhealth Group Inc | +0.2% | +0.70% | 加碼 |
| 7 | ZTS | Zoetis Inc | +0.2% | +2.72% | 加碼 |
| 8 | MA | Mastercard Inc - A | +0.2% | +0.66% | 加碼 |
| 9 | BUD | Anheuser-busch Inbev-spn Adr | +0.2% | +2.68% | 加碼 |
| 10 | VLTO | Veralto CORP | +0.2% | +31.98% | 加碼 |
| 11 | AAPL | Apple Inc | +0.2% | +1.45% | 加碼 |
| 12 | BX | Blackstone Inc | +0.1% | +1.38% | 加碼 |
| 13 | RSG | Republic Services Inc | +0.1% | +7.42% | 加碼 |
| 14 | LIN | Linde plc | +0.1% | +1.42% | 加碼 |
| 15 | ABT | Abbott Laboratories | +0.1% | +1.22% | 加碼 |
| 16 | ECL | Ecolab Inc | +0.1% | +1.75% | 加碼 |
| 17 | AJG | Arthur J Gallagher & Co | +0.1% | -0.03% | 減碼 |
| 18 | TJX | Tjx Companies Inc | 0% | +1.54% | 加碼 |
| 19 | LLY | Eli Lilly & Co | 0% | +10.94% | 加碼 |
| 20 | GILD | Gilead Sciences Inc | 0% | — | 不變 |
| 21 | XYL | Xylem Inc | 0% | +8.77% | 加碼 |
| 22 | SPGI | S&p Global Inc | 0% | — | 不變 |
| 23 | CRM | Salesforce Inc | 0% | +2.21% | 加碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.10% | 減碼 |
| 25 | DGRO | Ishares Core Dividend Growth | 0% | +1.72% | 加碼 |
| 26 | PG | Procter & Gamble Co/the | — | +1.92% | 加碼 |
| 27 | VOO | Vanguard S&p 500 ETF | — | — | 不變 |
| 28 | MDY | State Street Spdr S&p Midcap | — | -1.92% | 減碼 |
| 29 | ITOT | Ishares Core S&p Total U.s. | — | +0.38% | 加碼 |
| 30 | SBTEUR | Sterling Bancorp Inc/mi | — | — | 不變 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不變 |
| 32 | ARCC | Ares Capital CORP | 0% | +4.78% | 加碼 |
| 33 | AMGN | Amgen Inc | 0% | +1.49% | 加碼 |
| 34 | PEP | Pepsico Inc | 0% | +3.03% | 加碼 |
| 35 | WFC | Wells Fargo & Co | 0% | — | 不變 |
| 36 | COP | Conocophillips | 0% | +6.77% | 加碼 |
| 37 | LFUS | Littelfuse Inc | 0% | +1.70% | 加碼 |
| 38 | NVDA | Nvidia CORP | -0.1% | -22.77% | 減碼 |
| 39 | COST | Costco Wholesale CORP | -0.1% | -0.15% | 減碼 |
| 40 | COR | Cencora Inc | -0.1% | +1.55% | 加碼 |
| 41 | QCOM | Qualcomm Inc | -0.2% | -3.87% | 減碼 |
| 42 | ROP | Roper Technologies Inc | -0.3% | +0.90% | 加碼 |
| 43 | IAU | Ishares Gold Trust | -0.3% | -48.51% | 減碼 |
| 44 | AIG | American International Group | -0.3% | +1.76% | 加碼 |
| 45 | AMZN | Amazon.com Inc | -0.3% | +1.93% | 加碼 |
| 46 | KLAC | Kla CORP | -0.4% | -0.37% | 減碼 |
| 47 | APH | Amphenol Corp-cl A | -0.5% | -0.04% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.5% | +0.20% | 加碼 |
| 49 | ULTA | Ulta Beauty Inc | -2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Ayrshire Capital Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.1億，共申報了 48 個公開持股部位。
在 Q3 2024 季度，Ayrshire Capital Management LLC 按市值排列的前三大核心持股分別為：MSFT (4.8%)、APH (4.5%)、AIG (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.8% 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
PODD
市值: US$397.5萬
本季最大獲利了結 / 清倉標的
ULTA
前期市值: US$391.8萬
在 Q3 2024 季度中，Ayrshire Capital Management LLC 共進行了 43 項持倉異動，包含新建倉 1 個部位、加碼 31 個部位、減碼 10 個部位以及清倉 1 個部位。 其中最大新建倉標的為 PODD。 本季清倉部位包含 ULTA。
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。