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: 0001800358
申報總市值
US$2.3億
US$2.3億
68 檔
22.6%
根據最新整理的 13F 季度數據集，Cairn Investment Group, Inc. 於 Q4 2024 結束時的管理資產規模為 US$2.3億。該機構在本季度申報了 68 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Cairn Investment Group, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 29 個部位並完全清倉 4 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 VXUS, AAPL, VWO）占據了總市值的 22.6%，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 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 10.25% | -0.05% | +1.94% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.22% | -1.01% | -17.93% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 6.01% | -0.06% | +1.78% | |
| 4 | AYI | Acuity Inc | 股票-工業 | 4.05% | +0.60% | -1.67% | |
| 5 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.55% | +0.26% | -2.97% | |
| 6 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 3.35% | -0.10% | -3.21% | |
| 7 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 3.22% | -0.49% | -0.24% | |
| 8 | SBUX | Starbucks CORP | 股票-循環性消費 | 3.13% | — | +1.12% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 3.08% | -0.14% | +0.52% | |
| 10 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 2.79% | +0.03% | -0.26% | |
| 11 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 2.72% | -1.10% | -2.29% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.72% | — | -0.82% | |
| 13 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 2.47% | -0.72% | +0.89% | |
| 14 | FFIV | F5 Inc | 股票-科技 | 2.36% | +0.59% | -1.05% | |
| 15 | COP | Conocophillips | 股票-能源 | 2.27% | — | -2.82% | |
| 16 | CI | THE Cigna Group | 股票-醫療保健 | 2.27% | -0.14% | +1.64% | |
| 17 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.24% | -0.33% | +1.16% | |
| 18 | COLM | Columbia Sportswear Co | 股票-其他 | 2.20% | — | +0.33% | |
| 19 | OMC | Omnicom Group | 股票-通訊服務 | 2.18% | — | -0.45% | |
| 20 | KR | Kroger Co | 股票-非循環性消費 | 2.14% | -0.66% | -0.43% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.12% | -0.24% | — | |
| 22 | PCAR | Paccar Inc | 股票-工業 | 2.04% | -0.11% | -0.36% | |
| 23 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.84% | — | +0.37% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.38% | +0.10% | -0.08% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.38% | +0.11% | -14.02% | |
| 26 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.35% | — | -0.77% | |
| 27 | MCK | Mckesson CORP | 股票-醫療保健 | 1.24% | -0.36% | -0.21% | |
| 28 | COR | Cencora Inc | 股票-醫療保健 | 1.23% | — | -1.00% | |
| 29 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.21% | -0.30% | -0.29% | |
| 30 | MMM | 3m Co | 股票-工業 | 1.18% | — | -0.26% | |
| 31 | EOG | Eog Resources Inc | 股票-能源 | 1.14% | -0.44% | +5.56% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.95% | — | -3.32% | |
| 33 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.89% | -0.03% | -4.33% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.32% | -0.53% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.07% | — | |
| 36 | BIIB | Biogen Inc | 股票-醫療保健 | 0.75% | +0.04% | -27.38% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.73% | — | -0.33% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | +0.16% | -5.08% | |
| 39 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.70% | — | — | |
| 40 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.68% | -0.04% | -4.94% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.11% | -1.41% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.51% | +0.03% | -46.40% | |
| 43 | ✓ | JPMorgan Chase & Co | 股票-其他 | 0.50% | +0.02% | — | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.49% | — | -0.16% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.41% | -0.02% | — | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | -0.55% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.33% | -0.57% | -0.40% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.33% | -0.01% | — | |
| 49 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.33% | +0.07% | -1.54% | |
| 50 | CTAS | Cintas CORP | 股票-工業 | 0.26% | -0.02% | -6.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | +0.6% | -3.21% | 減碼 |
| 2 | GS | Goldman Sachs Group Inc | +0.6% | -2.97% | 減碼 |
| 3 | AYI | Acuity Inc | +0.4% | -1.67% | 減碼 |
| 4 | FFIV | F5 Inc | +0.4% | -1.05% | 減碼 |
| 5 | CVX | Chevron CORP | +0.3% | NEW | 新建倉 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.08% | 減碼 |
| 7 | KR | Kroger Co | +0.2% | -0.43% | 減碼 |
| 8 | MCK | Mckesson CORP | +0.2% | -0.21% | 減碼 |
| 9 | PCAR | Paccar Inc | +0.2% | -0.36% | 減碼 |
| 10 | COST | Costco Wholesale CORP | +0.2% | — | 不變 |
| 11 | GILD | Gilead Sciences Inc | +0.2% | -0.29% | 減碼 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -0.53% | 減碼 |
| 13 | BAC | Bank Of America CORP | +0.1% | NEW | 新建倉 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建倉 |
| 15 | TDY | Teledyne Technologies Inc | +0.1% | NEW | 新建倉 |
| 16 | PNC | Pnc Financial Services Group | +0.1% | NEW | 新建倉 |
| 17 | EOG | Eog Resources Inc | +0.1% | +5.56% | 加碼 |
| 18 | EW | Edwards Lifesciences CORP | +0.1% | — | 不變 |
| 19 | ABT | Abbott Laboratories | +0.1% | +71.93% | 加碼 |
| 20 | ✓ | JPMorgan Chase & Co | +0.1% | — | 不變 |
| 21 | AMZN | Amazon.com Inc | +0.1% | -1.54% | 減碼 |
| 22 | V | Visa Inc-class A Shares | +0.1% | -0.55% | 減碼 |
| 23 | VONV | Vanguard Russell 1000 Value | 0% | -0.77% | 減碼 |
| 24 | SBUX | Starbucks CORP | 0% | +1.12% | 加碼 |
| 25 | MMM | 3m Co | 0% | -0.26% | 減碼 |
| 26 | MSFT | Microsoft CORP | — | -5.08% | 減碼 |
| 27 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.78% | 加碼 |
| 28 | PEP | Pepsico Inc | 0% | -0.40% | 減碼 |
| 29 | XOM | Exxon Mobil CORP | 0% | -1.41% | 減碼 |
| 30 | CTAS | Cintas CORP | 0% | -6.90% | 減碼 |
| 31 | GD | General Dynamics CORP | 0% | -0.16% | 減碼 |
| 32 | COP | Conocophillips | -0.1% | -2.82% | 減碼 |
| 33 | CMCSA | Comcast Corp-class A | -0.1% | +1.16% | 加碼 |
| 34 | VZ | Verizon Communications Inc | -0.1% | -3.32% | 減碼 |
| 35 | QCOM | Qualcomm Inc | -0.1% | +0.52% | 加碼 |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | EXIT | 清倉 |
| 37 | PFE | Pfizer Inc | -0.1% | EXIT | 清倉 |
| 38 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 39 | KLAC | Kla CORP | -0.1% | EXIT | 清倉 |
| 40 | VXUS | Vanguard Total Intl Stock | -0.1% | +1.94% | 加碼 |
| 41 | OMC | Omnicom Group | -0.3% | -0.45% | 減碼 |
| 42 | EXPD | Expeditors Intl Wash Inc | -0.3% | -0.26% | 減碼 |
| 43 | GDX | Vaneck Gold Miners ETF | -0.4% | -0.24% | 減碼 |
| 44 | LLY | Eli Lilly & Co | -0.4% | -14.02% | 減碼 |
| 45 | CI | THE Cigna Group | -0.4% | +1.64% | 加碼 |
| 46 | LYB | LyondellBasell Industries N.V. | -0.4% | +0.37% | 加碼 |
| 47 | BIIB | Biogen Inc | -0.5% | -27.38% | 減碼 |
| 48 | AAPL | Apple Inc | -0.6% | -17.93% | 減碼 |
| 49 | EWZ | Ishares Msci Brazil ETF | -0.7% | -2.29% | 減碼 |
| 50 | NVO | Novo-nordisk A/s-spons Adr | -0.7% | -46.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cairn Investment Group, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$2.3億，共申報了 68 個公開持股部位。
在 Q4 2024 季度，Cairn Investment Group, Inc. 按市值排列的前三大核心持股分別為：VXUS (10.3%)、AAPL (6.2%)、VWO (6.0%)。其中最大持股部位 VXUS 佔據整體投資組合約 10.3% 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
CVX
市值: US$43.5萬
本季最大獲利了結 / 清倉標的
KLAC
前期市值: US$23.2萬
在 Q4 2024 季度中，Cairn Investment Group, Inc. 共進行了 47 項持倉異動，包含新建倉 5 個部位、加碼 9 個部位、減碼 29 個部位以及清倉 4 個部位。 其中最大新建倉標的為 CVX。 本季清倉部位包含 KLAC。
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。