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: 0001016683
申報總市值
US$9.8億
US$9.8億
128 檔
14.0%
根據最新整理的 13F 季度數據集，Cabot Wealth Management Inc 於 Q4 2024 結束時的管理資產規模為 US$9.8億。該機構在本季度申報了 128 檔美股持倉，呈現出該時期的主要投資地圖。
Cabot Wealth Management Inc 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 55 檔持股的同時，亦同步清倉 4 檔並減碼 49 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, BRK-B, MBB）占據了總市值的 14.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 4.93% | -0.10% | -2.67% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.36% | -0.23% | -1.15% | |
| 3 | MBB | Ishares Mbs ETF | ETF-其他 | 3.26% | -2.62% | +0.15% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.99% | +0.73% | -2.73% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.96% | +0.19% | +0.92% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.82% | -0.05% | -3.98% | |
| 7 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.45% | -0.35% | -1.08% | |
| 8 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 2.35% | -1.29% | +1.55% | |
| 9 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.35% | -0.36% | +1.01% | |
| 10 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 2.30% | -1.38% | -3.20% | |
| 11 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 2.29% | -0.24% | +414.45% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.17% | -0.01% | -0.55% | |
| 13 | FDX | Fedex CORP | 股票-工業 | 2.04% | -0.56% | +0.55% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.98% | -0.10% | +1.29% | |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.95% | -0.04% | +192.02% | |
| 16 | JHMB | John Hancock Mortgage-backed | ETF-其他 | 1.85% | -0.22% | -0.85% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.82% | -0.01% | -19.08% | |
| 18 | ROK | Rockwell Automation Inc | 股票-工業 | 1.74% | +0.42% | +4.41% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.70% | -0.10% | +1.85% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.68% | -2.53% | +1.66% | |
| 21 | OZK | Bank Ozk | 股票-金融 | 1.67% | -0.03% | +1.12% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.66% | — | +4.81% | |
| 23 | CTAS | Cintas CORP | 股票-工業 | 1.65% | -0.15% | +1.49% | |
| 24 | CHE | Chemed CORP | 股票-醫療保健 | 1.58% | +0.10% | +2.00% | |
| 25 | OMC | Omnicom Group | 股票-通訊服務 | 1.55% | -0.19% | -4.81% | |
| 26 | CDW | Cdw Corp/de | 股票-科技 | 1.54% | — | +1.61% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.46% | -0.56% | +348.68% | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.45% | — | +3.58% | |
| 29 | SYY | Sysco CORP | 股票-非循環性消費 | 1.44% | -1.31% | EXIT | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.37% | -0.16% | +3.01% | |
| 31 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.33% | +0.01% | -2.13% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.32% | -0.01% | +2.41% | |
| 33 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.29% | — | +3.73% | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 1.21% | -1.06% | EXIT | |
| 35 | APH | Amphenol Corp-cl A | 股票-科技 | 1.17% | +0.46% | +6.85% | |
| 36 | AMT | American Tower CORP | 股票-房地產 | 1.12% | -0.19% | +2.82% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.11% | +0.03% | -2.83% | |
| 38 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.10% | -0.35% | +3.76% | |
| 39 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.01% | -1.16% | EXIT | |
| 40 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.01% | -0.08% | -23.67% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | -0.23% | -2.56% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.87% | -0.05% | -26.48% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.87% | +0.80% | -1.36% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.77% | +0.41% | -4.89% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.76% | +0.56% | -2.22% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | -0.09% | +0.10% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.72% | +0.63% | -1.91% | |
| 48 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.70% | -0.10% | +5.57% | |
| 49 | NOW | Servicenow Inc | 股票-科技 | 0.66% | -0.09% | -1.16% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.62% | -1.03% | +0.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | +348.68% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +0.92% | 加碼 |
| 3 | HUBS | Hubspot Inc | +0.3% | +96.54% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -2.73% | 減碼 |
| 5 | V | Visa Inc-class A Shares | +0.3% | -0.55% | 減碼 |
| 6 | SONY | Sony Group CORP - Sp Adr | +0.3% | +414.45% | 加碼 |
| 7 | AAPL | Apple Inc | +0.3% | -2.67% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -3.98% | 減碼 |
| 9 | DHR | Danaher CORP | +0.3% | +53.46% | 加碼 |
| 10 | DIS | Walt Disney Co/the | +0.2% | +3.01% | 加碼 |
| 11 | ROK | Rockwell Automation Inc | +0.2% | +4.41% | 加碼 |
| 12 | APH | Amphenol Corp-cl A | +0.2% | +6.85% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.2% | +0.05% | 加碼 |
| 14 | HDB | Hdfc Bank Ltd-adr | +0.1% | +1.55% | 加碼 |
| 15 | NOW | Servicenow Inc | +0.1% | -1.16% | 減碼 |
| 16 | LYV | Live Nation Entertainment In | +0.1% | -0.15% | 減碼 |
| 17 | OZK | Bank Ozk | +0.1% | +1.12% | 加碼 |
| 18 | FDX | Fedex CORP | +0.1% | +0.55% | 加碼 |
| 19 | CRM | Salesforce Inc | +0.1% | -0.98% | 減碼 |
| 20 | DPZ | Domino's Pizza Inc | +0.1% | +10.07% | 加碼 |
| 21 | KVYO | Klaviyo Inc-a | +0.1% | -1.28% | 減碼 |
| 22 | DDOG | Datadog Inc - Class A | +0.1% | -0.53% | 減碼 |
| 23 | NVDA | Nvidia CORP | +0.1% | -2.22% | 減碼 |
| 24 | TJX | Tjx Companies Inc | +0.1% | -1.08% | 減碼 |
| 25 | BKNG | Booking Holdings Inc | +0.1% | +0.16% | 加碼 |
| 26 | PODD | Insulet CORP | +0.1% | -1.06% | 減碼 |
| 27 | ACN | Accenture plc | +0.1% | +3.58% | 加碼 |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +4.81% | 加碼 |
| 29 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +1.29% | 加碼 |
| 30 | SCHW | Schwab (charles) CORP | +0.1% | -0.72% | 減碼 |
| 31 | BAH | Booz Allen Hamilton Holdings | +0.1% | +36.76% | 加碼 |
| 32 | MEDP | Medpace Holdings Inc | +0.1% | +5.57% | 加碼 |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | -3.39% | 減碼 |
| 34 | SYY | Sysco CORP | 0% | +3.78% | 加碼 |
| 35 | PLTR | Palantir Technologies Inc-a | 0% | NEW | 新建倉 |
| 36 | QQQ | Invesco Qqq Trust Series 1 | 0% | NEW | 新建倉 |
| 37 | CCL1EUR | Carnival CORP LTD | 0% | NEW | 新建倉 |
| 38 | GLDM | Spdr Gold Minishares Trust | 0% | +6.04% | 加碼 |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +7.95% | 加碼 |
| 40 | AMZN | Amazon.com Inc | 0% | -4.06% | 減碼 |
| 41 | QQQM | Invesco Nasdaq 100 ETF | 0% | -2.38% | 減碼 |
| 42 | FICO | Fair Isaac CORP | 0% | -0.93% | 減碼 |
| 43 | VFMO | Vanguard US Momentum Factor | 0% | -3.20% | 減碼 |
| 44 | C | Citigroup Inc | 0% | +0.81% | 加碼 |
| 45 | ✓ | Enterprise Bancorp Inc Mass | 0% | — | 不變 |
| 46 | SCHX | Schwab US Large-cap ETF | 0% | +196.80% | 加碼 |
| 47 | META | Meta Platforms Inc-class A | 0% | -2.56% | 減碼 |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | -0.67% | 減碼 |
| 49 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +2.36% | 加碼 |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | — | +1.66% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Cabot Wealth Management Inc 在 Q4 2024 季度的美股持倉總市值約為 US$9.8億，共申報了 128 個公開持股部位。
在 Q4 2024 季度，Cabot Wealth Management Inc 按市值排列的前三大核心持股分別為：AAPL (4.9%)、BRK-B (3.4%)、MBB (3.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.9% 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
PLTR
市值: US$27.2萬
本季最大獲利了結 / 清倉標的
HALO
前期市值: US$382.6萬
在 Q4 2024 季度中，Cabot Wealth Management Inc 共進行了 111 項持倉異動，包含新建倉 3 個部位、加碼 55 個部位、減碼 49 個部位以及清倉 4 個部位。 其中最大新建倉標的為 PLTR。 本季清倉部位包含 HALO。
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。