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: 0001960860
申報總市值
US$3.3億
US$3.3億
213 檔
17.9%
截至 Q4 2024 季度末，Canopy Partners, LLC 的美股持倉估值約為 US$3.3億，全數申報部位共有 213 檔。
觀察 Q4 2024 的申報異動，Canopy Partners, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 37 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, VTI, MSFT）占據了總市值的 17.9%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 213 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 | AAPL | Apple Inc | 股票-科技 | 5.36% | -0.01% | +15.16% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.96% | +0.20% | -0.64% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.32% | +14.24% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.19% | +0.02% | — | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.03% | -0.13% | +17.37% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.55% | -0.20% | -1.84% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.43% | -0.05% | +25.42% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.78% | +0.24% | -3.58% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.61% | -0.01% | +5.76% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | +0.04% | +1.01% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.53% | — | -3.78% | |
| 12 | KR | Kroger Co | 股票-非循環性消費 | 2.41% | -0.23% | +2605.67% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.89% | -0.37% | -0.97% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.74% | +0.10% | -5.59% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.58% | -0.10% | +2.87% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.56% | +0.05% | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | -0.03% | +24.77% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 1.28% | -0.14% | +111.31% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.15% | -0.29% | +4.72% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | +0.03% | +65.81% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.08% | -0.07% | -0.36% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.01% | +0.15% | +17.84% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 0.94% | -0.02% | +18.48% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 0.92% | -0.08% | +4.10% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 0.84% | -0.11% | -4.25% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.83% | +0.11% | +119.77% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.81% | -0.17% | +1.56% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | -0.10% | +5.77% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | -0.17% | +17.38% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.78% | +0.27% | +0.91% | |
| 31 | PNC | Pnc Financial Services Group | 股票-金融 | 0.75% | +0.01% | +42.09% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.73% | -0.07% | -2.38% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.09% | +72.59% | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.63% | +0.26% | +84.35% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.60% | -0.12% | +71.52% | |
| 36 | TSLA | Tesla Inc | 股票-循環性消費 | 0.59% | +0.04% | +3.85% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | +0.16% | -0.82% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.57% | -0.01% | +12.93% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | -0.01% | +5.94% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.55% | — | -2.37% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.51% | -0.02% | +94.43% | |
| 42 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.47% | — | — | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.47% | -0.06% | — | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.46% | -0.09% | +68.88% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.45% | -0.02% | -0.02% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.45% | -0.03% | +79.86% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.44% | -0.04% | +14.55% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | -0.05% | +5.37% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.42% | -0.06% | +64.74% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.42% | +0.03% | -8.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KR | Kroger Co | +2.3% | +2605.67% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.8% | +25.42% | 加碼 |
| 3 | DFCF | Dimensional Core Fixed Inc | +0.6% | +111.31% | 加碼 |
| 4 | AAPL | Apple Inc | +0.5% | +15.16% | 加碼 |
| 5 | SMMD | Ishares Russell 2500 ETF | +0.5% | NEW | 新建倉 |
| 6 | BLK | Blackrock Inc | +0.5% | NEW | 新建倉 |
| 7 | GOOG | Alphabet Inc-cl C | +0.5% | +119.77% | 加碼 |
| 8 | V | Visa Inc-class A Shares | +0.5% | +65.81% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +24.77% | 加碼 |
| 10 | ADI | Analog Devices Inc | +0.3% | NEW | 新建倉 |
| 11 | ACN | Accenture plc | +0.2% | +72.59% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.2% | +84.35% | 加碼 |
| 13 | ABT | Abbott Laboratories | +0.2% | +71.52% | 加碼 |
| 14 | CB | Chubb Limited | +0.2% | +94.43% | 加碼 |
| 15 | LMT | Lockheed Martin CORP | +0.2% | +343.87% | 加碼 |
| 16 | SCHW | Schwab (charles) CORP | +0.2% | +68.88% | 加碼 |
| 17 | PNC | Pnc Financial Services Group | +0.2% | +42.09% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.2% | +3.85% | 加碼 |
| 19 | MDY | State Street Spdr S&p Midcap | +0.2% | +17.37% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +63.80% | 加碼 |
| 21 | TTD | Trade Desk Inc/the -class A | +0.1% | +129.00% | 加碼 |
| 22 | APP | Applovin Corp-class A | +0.1% | NEW | 新建倉 |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.1% | +79.86% | 加碼 |
| 24 | NEE | Nextera Energy Inc | +0.1% | +103.29% | 加碼 |
| 25 | ADP | Automatic Data Processing | +0.1% | +18.48% | 加碼 |
| 26 | MPC | Marathon Petroleum CORP | +0.1% | +80.21% | 加碼 |
| 27 | INTU | Intuit Inc | +0.1% | NEW | 新建倉 |
| 28 | AVGO | Broadcom Inc | +0.1% | -0.82% | 減碼 |
| 29 | CRM | Salesforce Inc | +0.1% | +1.56% | 加碼 |
| 30 | ORCL | Oracle CORP | +0.1% | +45.22% | 加碼 |
| 31 | AMGN | Amgen Inc | +0.1% | +64.74% | 加碼 |
| 32 | COST | Costco Wholesale CORP | +0.1% | +17.38% | 加碼 |
| 33 | AXP | American Express Co | +0.1% | +12.93% | 加碼 |
| 34 | WMT | Walmart Inc | 0% | +4.72% | 加碼 |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.91% | 加碼 |
| 36 | NOW | Servicenow Inc | 0% | -4.25% | 減碼 |
| 37 | MSFT | Microsoft CORP | 0% | +14.24% | 加碼 |
| 38 | NVDA | Nvidia CORP | 0% | +1.01% | 加碼 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | -3.58% | 減碼 |
| 40 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | EXIT | 清倉 |
| 41 | KBH | Kb Home | -0.1% | EXIT | 清倉 |
| 42 | ELV | Elevance Health Inc | -0.1% | EXIT | 清倉 |
| 43 | DFAU | Dimensional US Core Equity M | -0.1% | +5.76% | 加碼 |
| 44 | AMD | Advanced Micro Devices | -0.2% | -34.41% | 減碼 |
| 45 | SCZ | Ishares Msci Eafe Small-cap | -0.2% | -2.38% | 減碼 |
| 46 | IEF | Ishares 7-10 Year Treasury B | -0.3% | -35.48% | 減碼 |
| 47 | IWR | Ishares Russell Mid-cap ETF | -0.4% | -3.78% | 減碼 |
| 48 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清倉 |
| 49 | IEMG | Ishares Core Msci Emerging | -0.5% | -5.59% | 減碼 |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -1% | -1.84% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Canopy Partners, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$3.3億，共申報了 213 個公開持股部位。
在 Q4 2024 季度，Canopy Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (5.4%)、VTI (5.0%)、MSFT (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.4% 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
SMMD
市值: US$123.2萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$102.7萬
在 Q4 2024 季度中，Canopy Partners, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 32 個部位、減碼 9 個部位以及清倉 4 個部位。 其中最大新建倉標的為 SMMD。 本季清倉部位包含 BLKCHF。
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。