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。
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CIK: 0001800358
申報總市值
US$2.3億
US$2.3億
67 檔
24.3%
在 Q3 2024 的 13F 官方備案中，Cairn Investment Group, Inc. 管理的美股投資組合規模來到 US$2.3億，整體持股檔數為 67 檔。
在 Q3 2024 期間，Cairn Investment Group, Inc. 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
在資產配置集中度方面，Cairn Investment Group, Inc. 的前 5 大核心持股（包含 VXUS, AAPL, VWO 等）合計佔整體申報市值的 24.3%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
SPGI
市值: US$21.4萬
本季最大獲利了結 / 清倉標的
WBA
前期市值: US$27.5萬
| # | 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 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 10.39% | -0.05% | +1.05% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.80% | -1.01% | -0.01% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 6.03% | -0.06% | -0.25% | |
| 4 | AYI | Acuity Inc | 股票-工業 | 3.65% | +0.60% | -0.08% | |
| 5 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 3.57% | -0.49% | +894.02% | |
| 6 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 3.43% | -1.10% | +1.67% | |
| 7 | QCOM | Qualcomm Inc | 股票-科技 | 3.19% | -0.14% | +0.69% | |
| 8 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 3.12% | +0.03% | -0.13% | |
| 9 | SBUX | Starbucks CORP | 股票-循環性消費 | 3.11% | — | +1.00% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.97% | +0.26% | -0.32% | |
| 11 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.76% | -0.10% | -0.08% | |
| 12 | CI | THE Cigna Group | 股票-醫療保健 | 2.63% | -0.14% | +1.50% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.52% | — | -0.41% | |
| 14 | OMC | Omnicom Group | 股票-通訊服務 | 2.48% | — | -0.16% | |
| 15 | COP | Conocophillips | 股票-能源 | 2.33% | — | -1.23% | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.31% | -0.33% | +1.72% | |
| 17 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 2.31% | -0.72% | +1.54% | |
| 18 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 2.23% | — | +0.35% | |
| 19 | COLM | Columbia Sportswear Co | 股票-其他 | 2.05% | — | +1.31% | |
| 20 | FFIV | F5 Inc | 股票-科技 | 1.97% | +0.59% | +1.51% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.93% | -0.24% | — | |
| 22 | KR | Kroger Co | 股票-非循環性消費 | 1.90% | -0.66% | — | |
| 23 | PCAR | Paccar Inc | 股票-工業 | 1.83% | -0.11% | — | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.73% | +0.11% | -3.15% | |
| 25 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.31% | — | -0.75% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.23% | +0.03% | -1.06% | |
| 27 | BIIB | Biogen Inc | 股票-醫療保健 | 1.23% | +0.04% | +3.28% | |
| 28 | MMM | 3m Co | 股票-工業 | 1.17% | — | -1.73% | |
| 29 | COR | Cencora Inc | 股票-醫療保健 | 1.17% | — | -0.11% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | +0.10% | -0.16% | |
| 31 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.04% | — | -0.08% | |
| 32 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.04% | -0.30% | -2.10% | |
| 33 | EOG | Eog Resources Inc | 股票-能源 | 1.02% | -0.44% | +2.16% | |
| 34 | MCK | Mckesson CORP | 股票-醫療保健 | 1.02% | -0.36% | +0.16% | |
| 35 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.81% | -0.03% | -3.02% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | +0.16% | -2.74% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.07% | — | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | +0.32% | -2.51% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.11% | -2.48% | |
| 40 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.67% | -0.04% | -7.25% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.66% | — | +0.33% | |
| 42 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.59% | — | — | |
| 43 | GD | General Dynamics CORP | 股票-工業 | 0.53% | — | -0.63% | |
| 44 | ✓ | JPMorgan Chase & Co | 股票-其他 | 0.41% | +0.02% | — | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.39% | -0.02% | — | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.35% | -0.57% | — | |
| 47 | CTAS | Cintas CORP | 股票-工業 | 0.29% | -0.02% | +285.65% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.28% | -0.01% | — | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | — | -0.27% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.27% | +0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GDX | Vaneck Gold Miners ETF | +3.2% | +894.02% | 加碼 |
| 2 | SBUX | Starbucks CORP | +0.4% | +1.00% | 加碼 |
| 3 | FFIV | F5 Inc | +0.3% | +1.51% | 加碼 |
| 4 | MMM | 3m Co | +0.2% | -1.73% | 減碼 |
| 5 | AYI | Acuity Inc | +0.2% | -0.08% | 減碼 |
| 6 | OMC | Omnicom Group | +0.1% | -0.16% | 減碼 |
| 7 | CTSH | Cognizant Tech Solutions-a | +0.1% | +1.54% | 加碼 |
| 8 | AAPL | Apple Inc | +0.1% | -0.01% | 減碼 |
| 9 | SPGI | S&p Global Inc | +0.1% | NEW | 新建倉 |
| 10 | NKE | Nike Inc -cl B | +0.1% | NEW | 新建倉 |
| 11 | ABT | Abbott Laboratories | +0.1% | NEW | 新建倉 |
| 12 | PFE | Pfizer Inc | +0.1% | NEW | 新建倉 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | -0.41% | 減碼 |
| 14 | KR | Kroger Co | +0.1% | — | 不變 |
| 15 | GILD | Gilead Sciences Inc | +0.1% | -2.10% | 減碼 |
| 16 | USB | US Bancorp | 0% | +0.33% | 加碼 |
| 17 | EWZ | Ishares Msci Brazil ETF | 0% | +1.67% | 加碼 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不變 |
| 19 | AXP | American Express Co | 0% | — | 不變 |
| 20 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.25% | 減碼 |
| 21 | GS | Goldman Sachs Group Inc | 0% | -0.32% | 減碼 |
| 22 | UNH | Unitedhealth Group Inc | 0% | — | 不變 |
| 23 | CTAS | Cintas CORP | 0% | +285.65% | 加碼 |
| 24 | VZ | Verizon Communications Inc | — | -0.08% | 減碼 |
| 25 | CAH | Cardinal Health Inc | — | -3.02% | 減碼 |
| 26 | CSCO | Cisco Systems Inc | — | -2.51% | 減碼 |
| 27 | CMCSA | Comcast Corp-class A | 0% | +1.72% | 加碼 |
| 28 | VONV | Vanguard Russell 1000 Value | 0% | -0.75% | 減碼 |
| 29 | VIG | Vanguard Dividend Apprec ETF | 0% | — | 不變 |
| 30 | VXUS | Vanguard Total Intl Stock | 0% | +1.05% | 加碼 |
| 31 | COLM | Columbia Sportswear Co | 0% | +1.31% | 加碼 |
| 32 | BKNG | Booking Holdings Inc | -0.1% | -0.08% | 減碼 |
| 33 | CI | THE Cigna Group | -0.1% | +1.50% | 加碼 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -6.04% | 減碼 |
| 35 | COST | Costco Wholesale CORP | -0.1% | — | 不變 |
| 36 | F | Ford Motor Co | -0.1% | -2.67% | 減碼 |
| 37 | EXPD | Expeditors Intl Wash Inc | -0.1% | -0.13% | 減碼 |
| 38 | SOLV | Solventum CORP | -0.1% | EXIT | 清倉 |
| 39 | GBIL | Goldman Sachs Access Treasur | -0.1% | -7.25% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.1% | -2.74% | 減碼 |
| 41 | WBA | Walgreens Boots Alliance Inc | -0.2% | EXIT | 清倉 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.16% | 減碼 |
| 43 | LLY | Eli Lilly & Co | -0.3% | -3.15% | 減碼 |
| 44 | PCAR | Paccar Inc | -0.3% | — | 不變 |
| 45 | EW | Edwards Lifesciences CORP | -0.3% | — | 不變 |
| 46 | BIIB | Biogen Inc | -0.3% | +3.28% | 加碼 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -1.06% | 減碼 |
| 48 | COP | Conocophillips | -0.5% | -1.23% | 減碼 |
| 49 | QCOM | Qualcomm Inc | -0.8% | +0.69% | 加碼 |
| 50 | MCK | Mckesson CORP | -0.9% | +0.16% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Cairn Investment Group, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$2.3億，共申報了 67 個公開持股部位。
在 Q3 2024 季度，Cairn Investment Group, Inc. 按市值排列的前三大核心持股分別為：VXUS (10.4%)、AAPL (6.8%)、VWO (6.0%)。其中最大持股部位 VXUS 佔據整體投資組合約 10.4% 的權重。
在 Q3 2024 季度中，Cairn Investment Group, Inc. 共進行了 42 項持倉異動，包含新建倉 4 個部位、加碼 14 個部位、減碼 22 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SPGI。 本季清倉部位包含 WBA。
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。
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。
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。