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: 0000826794
申報總市值
US$2.8億
US$2.8億
46 檔
42.5%
在 Q3 2024 的 13F 官方備案中，Campbell Capital Management Inc 管理的美股投資組合規模來到 US$2.8億，整體持股檔數為 46 檔。
在 Q3 2024 期間，Campbell Capital Management Inc 展現了靈活的資產再平衡步調，透過出清 11 檔弱勢或達到目標價部位，將資金轉置於 8 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 AAPL, GOOG, MSFT）累計市值佔比達 42.5%，是驅動 Campbell Capital Management Inc 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 16.11% | -2.70% | -0.35% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 12.09% | -1.65% | +0.81% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 9.28% | -2.16% | +0.84% | |
| 4 | FLRT | Pacer Aristotle Pacific Floa | ETF-其他 | 4.85% | +0.74% | NEW | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.58% | -1.42% | +5.82% | |
| 6 | KKR | Kkr & Co Inc | 股票-金融 | 4.42% | — | +0.41% | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 3.74% | — | +0.15% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.70% | — | -1.41% | |
| 9 | VST | Vistra CORP | 股票-公用事業 | 3.03% | -0.49% | +822.89% | |
| 10 | DELL | Dell Technologies -c | 股票-科技 | 2.74% | — | +7.75% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.72% | +1.19% | NEW | |
| 12 | ADBE | Adobe Inc | 股票-科技 | 2.67% | — | -11.20% | |
| 13 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.66% | -0.05% | +4.65% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 2.39% | — | -13.85% | |
| 15 | XYZ | Block Inc | 股票-金融 | 2.25% | — | +1.33% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.21% | — | +52.97% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.05% | — | -1.04% | |
| 18 | MCK | Mckesson CORP | 股票-醫療保健 | 1.93% | — | +120.09% | |
| 19 | LYFT | Lyft Inc-a | 股票-科技 | 1.83% | — | +2.23% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.71% | — | — | |
| 21 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 1.35% | — | +200.00% | |
| 22 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 1.26% | — | -1.34% | |
| 23 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 1.22% | -0.01% | — | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.15% | -0.27% | -0.38% | |
| 25 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.06% | — | -50.13% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.82% | +4.98% | — | |
| 27 | WSO | Watsco Inc | 股票-工業 | 0.68% | — | +600.00% | |
| 28 | WHR | Whirlpool CORP | 股票-循環性消費 | 0.64% | — | — | |
| 29 | XRNPX | Cohen & Steers Reit And Pref | 股票-其他 | 0.57% | — | -0.65% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.16% | — | |
| 31 | ET | Energy Transfer LP | 股票-能源 | 0.47% | -0.98% | +124.24% | |
| 32 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-其他 | 0.42% | — | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.39% | — | +100.00% | |
| 34 | XEVMX | Eaton Vance Cal Muni Bond | 股票-其他 | 0.33% | — | — | |
| 35 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.30% | — | +35.28% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.28% | -0.06% | +2.94% | |
| 37 | IREN | IREN Limited | 股票-其他 | 0.24% | — | — | |
| 38 | ASML | ASML Holding N.V. | 股票-科技 | 0.23% | — | +40.00% | |
| 39 | BHR | Braemar Hotels & Resorts Inc | 股票-其他 | 0.21% | — | -44.87% | |
| 40 | SYK | Stryker CORP | 股票-醫療保健 | 0.19% | -0.05% | — | |
| 41 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-其他 | 0.12% | — | — | |
| 42 | UBER | Uber Technologies Inc | 股票-工業 | 0.12% | — | -88.26% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.12% | -0.05% | — | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.11% | — | — | |
| 45 | GIS | General Mills Inc | 股票-非循環性消費 | 0.10% | — | — | |
| 46 | ETWOGBP | E2open Parent Holdings Inc | 股票-其他 | 0.05% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FLRT | Pacer Aristotle Pacific Floa | +3.2% | +220.29% | 加碼 |
| 2 | VST | Vistra CORP | +2.8% | +822.89% | 加碼 |
| 3 | XLK | Ss Technology Select Sector | +1.7% | NEW | 新建倉 |
| 4 | RDDT | Reddit Inc-cl A | +1.2% | NEW | 新建倉 |
| 5 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.9% | +200.00% | 加碼 |
| 6 | MU | Micron Technology Inc | +0.8% | NEW | 新建倉 |
| 7 | MCK | Mckesson CORP | +0.8% | +120.09% | 加碼 |
| 8 | WHR | Whirlpool CORP | +0.6% | NEW | 新建倉 |
| 9 | AMZN | Amazon.com Inc | +0.6% | +52.97% | 加碼 |
| 10 | KKR | Kkr & Co Inc | +0.6% | +0.41% | 加碼 |
| 11 | WSO | Watsco Inc | +0.6% | +600.00% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.5% | +5.82% | 加碼 |
| 13 | LOW | Lowe's Cos Inc | +0.4% | +4.65% | 加碼 |
| 14 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.4% | NEW | 新建倉 |
| 15 | AAPL | Apple Inc | +0.3% | -0.35% | 減碼 |
| 16 | ET | Energy Transfer LP | +0.2% | +124.24% | 加碼 |
| 17 | IREN | IREN Limited | +0.2% | NEW | 新建倉 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +100.00% | 加碼 |
| 19 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | +0.1% | NEW | 新建倉 |
| 20 | V | Visa Inc-class A Shares | +0.1% | NEW | 新建倉 |
| 21 | BXSL | Blackstone Secured Lending F | +0.1% | +35.28% | 加碼 |
| 22 | KO | Coca-cola Co/the | 0% | -0.38% | 減碼 |
| 23 | XRNPX | Cohen & Steers Reit And Pref | 0% | -0.65% | 減碼 |
| 24 | HD | Home Depot Inc | 0% | +2.94% | 加碼 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不變 |
| 26 | CVX | Chevron CORP | 0% | +15.62% | 加碼 |
| 27 | JPC | Nuveen Prefered & Income Opp | 0% | -1.34% | 減碼 |
| 28 | XYZ | Block Inc | -0.1% | +1.33% | 加碼 |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -1.04% | 減碼 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | 清倉 |
| 31 | RMD | Resmed Inc | -0.1% | EXIT | 清倉 |
| 32 | BHR | Braemar Hotels & Resorts Inc | -0.1% | -44.87% | 減碼 |
| 33 | TSLA | Tesla Inc | -0.2% | EXIT | 清倉 |
| 34 | PFF | Ishares Preferred & Income S | -0.2% | -1.41% | 減碼 |
| 35 | AAL | American Airlines Group Inc | -0.2% | EXIT | 清倉 |
| 36 | BZH | Beazer Homes USA Inc | -0.3% | EXIT | 清倉 |
| 37 | SPGI | S&p Global Inc | -0.3% | EXIT | 清倉 |
| 38 | LYFT | Lyft Inc-a | -0.3% | +2.23% | 加碼 |
| 39 | DELL | Dell Technologies -c | -0.5% | +7.75% | 加碼 |
| 40 | BX | Blackstone Inc | -0.8% | EXIT | 清倉 |
| 41 | INTU | Intuit Inc | -0.8% | -13.85% | 減碼 |
| 42 | ADBE | Adobe Inc | -0.8% | -11.20% | 減碼 |
| 43 | AIR | Aar CORP | -0.9% | EXIT | 清倉 |
| 44 | UBER | Uber Technologies Inc | -1% | -88.26% | 減碼 |
| 45 | GS | Goldman Sachs Group Inc | -1% | -50.13% | 減碼 |
| 46 | MSFT | Microsoft CORP | -1.1% | +0.84% | 加碼 |
| 47 | EWW | Ishares Msci Mexico ETF | -1.3% | EXIT | 清倉 |
| 48 | NFLX | Netflix Inc | -1.9% | EXIT | 清倉 |
| 49 | WEC | Wec Energy Group Inc | -2% | EXIT | 清倉 |
| 50 | GOOG | Alphabet Inc-cl C | -2.2% | +0.81% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Campbell Capital Management Inc 在 Q3 2024 季度的美股持倉總市值約為 US$2.8億，共申報了 46 個公開持股部位。
在 Q3 2024 季度，Campbell Capital Management Inc 按市值排列的前三大核心持股分別為：AAPL (16.1%)、GOOG (12.1%)、MSFT (9.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 16.1% 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
XLK
市值: US$431.0萬
本季最大獲利了結 / 清倉標的
WEC
前期市值: US$462.9萬
在 Q3 2024 季度中，Campbell Capital Management Inc 共進行了 49 項持倉異動，包含新建倉 8 個部位、加碼 19 個部位、減碼 11 個部位以及清倉 11 個部位。 其中最大新建倉標的為 XLK。 本季清倉部位包含 WEC。
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。