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: 0001799859
申報總市值
US$2.0億
US$2.0億
89 檔
32.2%
Birch Capital Management, LLC 在 Q1 2024 季度的美股部位總計估值為 US$2.0億，分散於 89 個持倉標的之中，反映其市場參與廣度與投資規模。
Birch Capital Management, LLC 於 Q1 2024 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 27 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Birch Capital Management, LLC 的前 5 大核心持股（包含 NVO, GWW, MSFT 等）合計佔整體申報市值的 32.2%，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 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 9.59% | +0.80% | -1.38% | |
| 2 | GWW | Ww Grainger Inc | 股票-工業 | 7.84% | +1.24% | +0.62% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.83% | -0.30% | +2.33% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 6.42% | +0.27% | +0.65% | |
| 5 | SPGI | S&p Global Inc | 股票-金融 | 3.54% | -0.31% | -1.44% | |
| 6 | AMGN | Amgen Inc | 股票-醫療保健 | 3.42% | -0.06% | +3.50% | |
| 7 | UPS | United Parcel Service-cl B | 股票-工業 | 3.37% | +0.58% | +9.87% | |
| 8 | ACN | Accenture plc | 股票-科技 | 3.20% | -0.48% | +9.01% | |
| 9 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.85% | +0.01% | +10.61% | |
| 10 | COR | Cencora Inc | 股票-醫療保健 | 2.85% | -0.55% | +2.00% | |
| 11 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.80% | -0.11% | +4.60% | |
| 12 | RMD | Resmed Inc | 股票-醫療保健 | 2.71% | -0.64% | +1.37% | |
| 13 | EPD | Enterprise Products Partners | 股票-能源 | 2.68% | -0.42% | -1.68% | |
| 14 | ICE | Intercontinental Exchange In | 股票-金融 | 2.46% | -0.51% | +2.26% | |
| 15 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 2.43% | -0.40% | +3.00% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.41% | +0.62% | +0.85% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.82% | +0.08% | -1.24% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.74% | +1.02% | -4.39% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.73% | -0.20% | +2.27% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.61% | +0.01% | +109.72% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.61% | -0.19% | +0.45% | |
| 22 | FDS | Factset Research Systems Inc | 股票-金融 | 1.61% | +0.87% | +4.60% | |
| 23 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.49% | -0.21% | -1.02% | |
| 24 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.32% | -0.12% | -0.54% | |
| 25 | ITW | Illinois Tool Works | 股票-工業 | 1.32% | -0.12% | +13.97% | |
| 26 | DG | Dollar General CORP | 股票-非循環性消費 | 1.31% | — | +40.83% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.27% | +0.01% | +289.15% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.15% | +1.05% | +17.52% | |
| 29 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.13% | — | +6.50% | |
| 30 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.09% | -0.54% | -4.83% | |
| 31 | CPAY | Corpay Inc | 股票-科技 | 1.01% | -0.31% | — | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.01% | -0.01% | -15.40% | |
| 33 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.00% | -0.18% | +22.94% | |
| 34 | WSO | Watsco Inc | 股票-工業 | 0.91% | +0.24% | +10.53% | |
| 35 | FDX | Fedex CORP | 股票-工業 | 0.76% | -1.66% | -41.79% | |
| 36 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.71% | -0.04% | EXIT | |
| 37 | G | Genpact Limited | 股票-科技 | 0.63% | -1.00% | +21.60% | |
| 38 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.57% | +0.02% | -4.37% | |
| 39 | ET | Energy Transfer LP | 股票-能源 | 0.54% | — | — | |
| 40 | OKE | Oneok Inc | 股票-能源 | 0.53% | -0.08% | -4.47% | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.48% | -0.03% | -17.81% | |
| 42 | DFSEUR | Discover Financial Services | 股票-其他 | 0.48% | — | -12.81% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | -0.14% | -16.50% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.06% | -5.76% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | +0.04% | +1.99% | |
| 46 | PAYX | Paychex Inc | 股票-科技 | 0.45% | -0.04% | EXIT | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.40% | -0.03% | EXIT | |
| 48 | MPLX | Mplx LP | 股票-能源 | 0.36% | -0.09% | +1.31% | |
| 49 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.33% | -0.04% | +572.81% | |
| 50 | SNA | Snap-on Inc | 股票-工業 | 0.33% | +0.10% | -13.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CPAY | Corpay Inc | +1% | NEW | 新建倉 |
| 2 | NVO | Novo-nordisk A/s-spons Adr | +0.9% | -1.38% | 減碼 |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.9% | +289.15% | 加碼 |
| 4 | GWW | Ww Grainger Inc | +0.8% | +0.62% | 加碼 |
| 5 | MINT | Pimco Enhanced Short Maturit | +0.8% | +109.72% | 加碼 |
| 6 | DG | Dollar General CORP | +0.4% | +40.83% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +17.52% | 加碼 |
| 8 | MLPX | Global X Mlp & Energy Infras | +0.3% | +572.81% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.2% | +2.33% | 加碼 |
| 10 | COR | Cencora Inc | +0.2% | +2.00% | 加碼 |
| 11 | GPC | Genuine Parts Co | +0.2% | +22.94% | 加碼 |
| 12 | FISV | Fiserv Inc | +0.2% | +2.27% | 加碼 |
| 13 | RMD | Resmed Inc | +0.2% | +1.37% | 加碼 |
| 14 | NVDA | Nvidia CORP | +0.1% | -16.50% | 減碼 |
| 15 | CAH | Cardinal Health Inc | +0.1% | +6.50% | 加碼 |
| 16 | ITW | Illinois Tool Works | +0.1% | +13.97% | 加碼 |
| 17 | GLDM | Spdr Gold Minishares Trust | +0.1% | +70.20% | 加碼 |
| 18 | FNV | Franco-nevada CORP | +0.1% | NEW | 新建倉 |
| 19 | CVS | Cvs Health CORP | 0% | +10.61% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +15.00% | 加碼 |
| 21 | AZO | Autozone Inc | 0% | — | 不變 |
| 22 | TROW | T Rowe Price Group Inc | 0% | -0.54% | 減碼 |
| 23 | G | Genpact Limited | 0% | +21.60% | 加碼 |
| 24 | ET | Energy Transfer LP | 0% | — | 不變 |
| 25 | MPLX | Mplx LP | 0% | +1.31% | 加碼 |
| 26 | WSO | Watsco Inc | 0% | +10.53% | 加碼 |
| 27 | ORCL | Oracle CORP | 0% | -5.76% | 減碼 |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -0.66% | 減碼 |
| 29 | V | Visa Inc-class A Shares | — | +1.99% | 加碼 |
| 30 | OKE | Oneok Inc | 0% | -4.47% | 減碼 |
| 31 | SCHW | Schwab (charles) CORP | 0% | +4.60% | 加碼 |
| 32 | ICE | Intercontinental Exchange In | 0% | +2.26% | 加碼 |
| 33 | EPD | Enterprise Products Partners | 0% | -1.68% | 減碼 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +0.85% | 加碼 |
| 35 | SNA | Snap-on Inc | -0.1% | -13.92% | 減碼 |
| 36 | ACN | Accenture plc | -0.1% | +9.01% | 加碼 |
| 37 | TRP | Tc Energy CORP | -0.1% | -25.81% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.2% | -17.81% | 減碼 |
| 39 | ENB | Enbridge Inc | -0.2% | -30.82% | 減碼 |
| 40 | KMI | Kinder Morgan, Inc. | -0.2% | -88.95% | 減碼 |
| 41 | CTSH | Cognizant Tech Solutions-a | -0.2% | -4.83% | 減碼 |
| 42 | UPS | United Parcel Service-cl B | -0.2% | +9.87% | 加碼 |
| 43 | NKE | Nike Inc -cl B | -0.2% | -3.89% | 減碼 |
| 44 | AMGN | Amgen Inc | -0.3% | +3.50% | 加碼 |
| 45 | CSCO | Cisco Systems Inc | -0.3% | -4.39% | 減碼 |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -1.24% | 減碼 |
| 47 | FDX | Fedex CORP | -0.5% | -41.79% | 減碼 |
| 48 | SPGI | S&p Global Inc | -0.6% | -1.44% | 減碼 |
| 49 | FLT1EUR | Fleetcor Technologies Inc | -0.9% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -1.5% | +0.65% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Birch Capital Management, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$2.0億，共申報了 89 個公開持股部位。
在 Q1 2024 季度，Birch Capital Management, LLC 按市值排列的前三大核心持股分別為：NVO (9.6%)、GWW (7.8%)、MSFT (6.8%)。其中最大持股部位 NVO 佔據整體投資組合約 9.6% 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$194.6萬
本季最大獲利了結 / 清倉標的
FLT1EUR
前期市值: US$151.5萬
在 Q1 2024 季度中，Birch Capital Management, LLC 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 27 個部位、減碼 18 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CPAY。 本季清倉部位包含 FLT1EUR。
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。