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: 0002010947
申報總市值
US$1.8億
US$1.8億
838 檔
12.0%
在 Q3 2024 申報期間，Caitlin John, LLC（CIK: 0002010947）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$1.8億，共持有 838 個公開申報部位。
觀察 Q3 2024 的資金脈絡，Caitlin John, LLC 在獲利結算 17 檔個股的同時，將資本重新部署至 30 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 VV, SPTL, FLTR）累計市值佔比達 12.0%，是驅動 Caitlin John, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 838 檔）
| # | 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.62% | -0.40% | +4.52% | |
| 2 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.52% | -2.55% | +110.07% | |
| 3 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 2.42% | — | +94.40% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.18% | +0.47% | +19.39% | |
| 5 | SPLB | Ss Spdr P Long Term C ETF | ETF-其他 | 2.05% | -2.56% | -8.92% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.81% | +1.12% | +0.60% | |
| 7 | APH | Amphenol Corp-cl A | 股票-科技 | 1.74% | +0.06% | +2579.97% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.70% | -7.19% | -66.14% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 1.67% | — | +67.52% | |
| 10 | SLV | Ishares Silver Trust | ETF-避險與商品 | 1.59% | -1.11% | +30.82% | |
| 11 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 1.59% | +0.23% | +2.76% | |
| 12 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 1.53% | -2.05% | +34.12% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.47% | -0.55% | +26.33% | |
| 14 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.42% | +0.24% | — | |
| 15 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 1.39% | — | +48.14% | |
| 16 | TER | Teradyne Inc | 股票-科技 | 1.36% | +0.04% | — | |
| 17 | KLAC | Kla CORP | 股票-科技 | 1.36% | +0.02% | +84.97% | |
| 18 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 1.35% | -1.37% | -47.39% | |
| 19 | UHS | Universal Health Services-b | 股票-醫療保健 | 1.35% | — | +14643.06% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.33% | +1.19% | +309.75% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | +0.72% | +1087.50% | |
| 22 | RMD | Resmed Inc | 股票-醫療保健 | 1.26% | — | — | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.23% | -0.01% | +11.19% | |
| 24 | EVR | Evercore Inc - A | 股票-金融 | 1.22% | — | -14.38% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.21% | -0.11% | +30.42% | |
| 26 | WT | Wisdomtree Inc | 股票-其他 | 1.21% | — | — | |
| 27 | PHM | Pultegroup Inc | 股票-循環性消費 | 1.21% | +0.01% | +39.28% | |
| 28 | TT | Trane Technologies plc | 股票-工業 | 1.18% | +0.01% | +18.21% | |
| 29 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 1.16% | — | — | |
| 30 | VNOMUSD | Viper Energy Inc-cl A | 股票-其他 | 1.16% | — | — | |
| 31 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.14% | — | — | |
| 32 | MLI | Mueller Industries Inc | 股票-工業 | 1.13% | — | +1162.38% | |
| 33 | AYI | Acuity Inc | 股票-工業 | 1.13% | -0.14% | — | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 1.12% | +0.01% | +1100.56% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.10% | -0.03% | +513.18% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.09% | -2.47% | -7.97% | |
| 37 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.08% | — | +13.38% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.02% | — | +24.43% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.01% | — | +3.40% | |
| 40 | MGEE | Mge Energy Inc | 股票-其他 | 0.97% | — | — | |
| 41 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 0.96% | — | +29.18% | |
| 42 | CTRE | Caretrust Reit Inc | 股票-房地產 | 0.91% | -0.01% | +15.09% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.86% | — | +7.08% | |
| 44 | HWKN | Hawkins Inc | 股票-其他 | 0.86% | — | +37589.66% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.79% | — | +26.52% | |
| 46 | VFQY | Vanguard U.s. Quality Factor | ETF-其他 | 0.78% | +0.24% | +7.64% | |
| 47 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.76% | — | -82.99% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | +0.35% | +7.54% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.66% | — | — | |
| 50 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.64% | -0.01% | +11.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +1.7% | +2579.97% | 加碼 |
| 2 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +1.6% | +110.07% | 加碼 |
| 3 | DKS | Dick's Sporting Goods Inc | +1.4% | NEW | 新建倉 |
| 4 | TER | Teradyne Inc | +1.4% | NEW | 新建倉 |
| 5 | UHS | Universal Health Services-b | +1.3% | +14643.06% | 加碼 |
| 6 | RMD | Resmed Inc | +1.3% | NEW | 新建倉 |
| 7 | WT | Wisdomtree Inc | +1.2% | NEW | 新建倉 |
| 8 | HLNE | Hamilton Lane Inc-class A | +1.2% | NEW | 新建倉 |
| 9 | VNOMUSD | Viper Energy Inc-cl A | +1.2% | NEW | 新建倉 |
| 10 | WTW | Willis Towers Watson Public Limited Company | +1.1% | NEW | 新建倉 |
| 11 | AYI | Acuity Inc | +1.1% | NEW | 新建倉 |
| 12 | MLI | Mueller Industries Inc | +1.1% | +1162.38% | 加碼 |
| 13 | NFLX | Netflix Inc | +1% | +1100.56% | 加碼 |
| 14 | FLTR | Vaneck Ig Floating Rate ETF | +1% | +94.40% | 加碼 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +1% | +309.75% | 加碼 |
| 16 | MGEE | Mge Energy Inc | +1% | NEW | 新建倉 |
| 17 | VZ | Verizon Communications Inc | +0.9% | +513.18% | 加碼 |
| 18 | HWKN | Hawkins Inc | +0.9% | +37589.66% | 加碼 |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.7% | NEW | 新建倉 |
| 20 | EDV | Vanguard Extended Dur Treas | +0.6% | +1464.34% | 加碼 |
| 21 | ENSG | Ensign Group Inc/the | +0.5% | +48.14% | 加碼 |
| 22 | IWM | Ishares Russell 2000 ETF | +0.5% | +2389.93% | 加碼 |
| 23 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +667.88% | 加碼 |
| 24 | XLRE | Ss Real Estate Select Sector | +0.4% | NEW | 新建倉 |
| 25 | NVDA | Nvidia CORP | +0.4% | +19.39% | 加碼 |
| 26 | PHM | Pultegroup Inc | +0.4% | +39.28% | 加碼 |
| 27 | ET | Energy Transfer LP | +0.3% | +2445.20% | 加碼 |
| 28 | INTU | Intuit Inc | +0.3% | +637.29% | 加碼 |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +924.53% | 加碼 |
| 30 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +618.67% | 加碼 |
| 31 | EWBC | East West Bancorp Inc | +0.3% | NEW | 新建倉 |
| 32 | KLAC | Kla CORP | +0.3% | +84.97% | 加碼 |
| 33 | META | Meta Platforms Inc-class A | +0.3% | +30.42% | 加碼 |
| 34 | NXPI | NXP Semiconductors N.V. | +0.3% | NEW | 新建倉 |
| 35 | OZK | Bank Ozk | +0.3% | NEW | 新建倉 |
| 36 | TT | Trane Technologies plc | +0.3% | +18.21% | 加碼 |
| 37 | LRCX | Lam Research CORP | +0.3% | +16502.56% | 加碼 |
| 38 | GPC | Genuine Parts Co | +0.3% | +49128.57% | 加碼 |
| 39 | DPZ | Domino's Pizza Inc | +0.3% | NEW | 新建倉 |
| 40 | GLD | Spdr Gold Shares | +0.3% | +26.33% | 加碼 |
| 41 | MRK | Merck & Co. Inc. | +0.3% | +2201.03% | 加碼 |
| 42 | GD | General Dynamics CORP | +0.3% | +3984.85% | 加碼 |
| 43 | SLV | Ishares Silver Trust | +0.2% | +30.82% | 加碼 |
| 44 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +34.12% | 加碼 |
| 45 | QCOM | Qualcomm Inc | +0.2% | +895.29% | 加碼 |
| 46 | MMM | 3m Co | +0.2% | +26.52% | 加碼 |
| 47 | SSTK | Shutterstock Inc | +0.2% | +11218.00% | 加碼 |
| 48 | COKE | Coca-cola Consolidated Inc | +0.2% | +29.18% | 加碼 |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +538.96% | 加碼 |
| 50 | ADM | Archer-daniels-midland Co | +0.2% | +645200.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Caitlin John, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 838 個公開持股部位。
在 Q3 2024 季度，Caitlin John, LLC 按市值排列的前三大核心持股分別為：VV (3.6%)、SPTL (3.5%)、FLTR (2.4%)。其中最大持股部位 VV 佔據整體投資組合約 3.6% 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
DKS
市值: US$227.8萬
本季最大獲利了結 / 清倉標的
CNR
前期市值: US$111.7萬
在 Q3 2024 季度中，Caitlin John, LLC 共進行了 198 項持倉異動，包含新建倉 30 個部位、加碼 79 個部位、減碼 72 個部位以及清倉 17 個部位。 其中最大新建倉標的為 DKS。 本季清倉部位包含 CNR。
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。