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: 0000811360
申報總市值
US$10.2億
US$10.2億
77 檔
23.1%
在 Q4 2024 申報期間，Capital Investment Services of America, Inc.（CIK: 0000811360）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$10.2億，共持有 77 個公開申報部位。
從 Q4 2024 申報觀察，Capital Investment Services of America, Inc. 採取防禦導向的調倉策略，本季減碼 35 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 NVDA, FISV, MSFT）累計市值佔比達 23.1%，是驅動 Capital Investment Services of America, 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 | NVDA | Nvidia CORP | 股票-科技 | 5.23% | +0.12% | -3.79% | |
| 2 | FISV | Fiserv Inc | 股票-其他 | 4.70% | -0.37% | -2.54% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.59% | -0.20% | +0.04% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.14% | -0.38% | -0.29% | |
| 5 | NOW | Servicenow Inc | 股票-科技 | 3.78% | -0.15% | -2.06% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.76% | +0.60% | -0.51% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 3.68% | -0.21% | -3.69% | |
| 8 | PTC | Ptc Inc | 股票-科技 | 3.32% | -0.70% | -1.12% | |
| 9 | TYL | Tyler Technologies Inc | 股票-科技 | 2.93% | -0.36% | -1.90% | |
| 10 | DHR | Danaher CORP | 股票-醫療保健 | 2.90% | -0.14% | +0.20% | |
| 11 | WAB | Wabtec CORP | 股票-工業 | 2.75% | -0.22% | -2.68% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.75% | +0.13% | -0.88% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 2.62% | -0.24% | -1.48% | |
| 14 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.61% | -0.06% | -2.30% | |
| 15 | ECL | Ecolab Inc | 股票-原物料 | 2.61% | -0.08% | -0.71% | |
| 16 | RMD | Resmed Inc | 股票-醫療保健 | 2.58% | -0.49% | -1.63% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 2.53% | -1.03% | +0.04% | |
| 18 | CPAY | Corpay Inc | 股票-科技 | 2.49% | +0.14% | -1.75% | |
| 19 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.43% | -0.38% | -1.65% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 2.43% | +0.55% | -1.41% | |
| 21 | ROP | Roper Technologies Inc | 股票-科技 | 2.29% | -0.19% | -0.56% | |
| 22 | AKX | Ansys Inc | 股票-其他 | 2.23% | — | -1.17% | |
| 23 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 2.10% | -0.30% | -0.46% | |
| 24 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 2.00% | +0.40% | -2.28% | |
| 25 | FTV | Fortive CORP | 股票-科技 | 1.91% | — | -4.79% | |
| 26 | ITW | Illinois Tool Works | 股票-工業 | 1.77% | -0.06% | -5.23% | |
| 27 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.61% | +0.11% | -1.94% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.61% | -0.19% | -5.55% | |
| 29 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.58% | -0.01% | +1.17% | |
| 30 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.56% | -0.02% | -1.55% | |
| 31 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.53% | -0.26% | +0.11% | |
| 32 | SNOW | Snowflake Inc | 股票-科技 | 1.47% | +0.98% | -0.60% | |
| 33 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.42% | -0.13% | +1.79% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.15% | -0.11% | -0.53% | |
| 35 | APG | Api Group CORP | 股票-工業 | 1.11% | -0.15% | +7.54% | |
| 36 | ILMN | Illumina Inc | 股票-醫療保健 | 1.08% | +0.61% | +1.99% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.88% | -0.09% | -2.28% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | +0.14% | -0.20% | |
| 39 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 0.77% | -0.28% | -15.75% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.64% | -0.05% | +0.15% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.61% | -0.05% | +0.42% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.57% | -0.03% | -3.48% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.52% | -0.09% | +0.42% | |
| 44 | FAST | Fastenal Co | 股票-工業 | 0.48% | -0.03% | -1.74% | |
| 45 | AME | Ametek Inc | 股票-工業 | 0.41% | +0.03% | -0.73% | |
| 46 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.34% | -0.02% | +16.67% | |
| 47 | SNPS | Synopsys Inc | 股票-科技 | 0.29% | +0.23% | +25.66% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.21% | — | — | |
| 49 | AAPL | Apple Inc | 股票-科技 | 0.21% | +0.01% | -0.76% | |
| 50 | VSDM | Vanguard Short Tax-ex Bond | ETF-其他 | 0.21% | +0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow Inc | +0.5% | -2.06% | 減碼 |
| 2 | FISV | Fiserv Inc | +0.5% | -2.54% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -0.51% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.88% | 減碼 |
| 5 | SNOW | Snowflake Inc | +0.4% | -0.60% | 減碼 |
| 6 | BKNG | Booking Holdings Inc | +0.3% | -2.30% | 減碼 |
| 7 | NVDA | Nvidia CORP | +0.3% | -3.79% | 減碼 |
| 8 | VSDM | Vanguard Short Tax-ex Bond | +0.2% | NEW | 新建倉 |
| 9 | APG | Api Group CORP | +0.2% | +7.54% | 加碼 |
| 10 | CPAY | Corpay Inc | +0.1% | -1.75% | 減碼 |
| 11 | PYPL | Paypal Holdings Inc | +0.1% | -1.55% | 減碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.20% | 減碼 |
| 13 | AKX | Ansys Inc | +0.1% | -1.17% | 減碼 |
| 14 | SNPS | Synopsys Inc | +0.1% | +25.66% | 加碼 |
| 15 | ILMN | Illumina Inc | +0.1% | +1.99% | 加碼 |
| 16 | VUSB | Vanguard Ultra Short Bond Et | 0% | +16.67% | 加碼 |
| 17 | WAB | Wabtec CORP | 0% | -2.68% | 減碼 |
| 18 | ZBRA | Zebra Technologies Corp-cl A | 0% | -2.28% | 減碼 |
| 19 | SSNC | Ss&c Technologies Holdings | 0% | -0.46% | 減碼 |
| 20 | TJX | Tjx Companies Inc | 0% | -1.65% | 減碼 |
| 21 | V | Visa Inc-class A Shares | 0% | NEW | 新建倉 |
| 22 | VEEV | Veeva Systems Inc-class A | 0% | +1.17% | 加碼 |
| 23 | PTC | Ptc Inc | 0% | -1.12% | 減碼 |
| 24 | SUB | Ishares Short-term National | 0% | +42.11% | 加碼 |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | 0% | -0.53% | 減碼 |
| 26 | BND | Vanguard Total Bond Market | 0% | +0.42% | 加碼 |
| 27 | BIV | Vanguard Intermediate-term B | 0% | -4.52% | 減碼 |
| 28 | VLTO | Veralto CORP | 0% | -8.99% | 減碼 |
| 29 | VGSH | Vanguard Short-term Treasury | 0% | -2.28% | 減碼 |
| 30 | VGIT | Vanguard Intermediate-term T | 0% | +1.79% | 加碼 |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | -3.48% | 減碼 |
| 32 | COST | Costco Wholesale CORP | 0% | EXIT | 清倉 |
| 33 | SYK | Stryker CORP | -0.1% | -1.48% | 減碼 |
| 34 | ALC | Alcon Inc. | -0.1% | -28.49% | 減碼 |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -0.29% | 減碼 |
| 36 | MSFT | Microsoft CORP | -0.1% | +0.04% | 加碼 |
| 37 | TYL | Tyler Technologies Inc | -0.1% | -1.90% | 減碼 |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | -5.55% | 減碼 |
| 39 | SBUX | Starbucks CORP | -0.2% | -1.94% | 減碼 |
| 40 | ITW | Illinois Tool Works | -0.2% | -5.23% | 減碼 |
| 41 | VTES | Vanguard Sh Term Tax-ex Bond | -0.2% | -15.75% | 減碼 |
| 42 | ROP | Roper Technologies Inc | -0.2% | -0.56% | 減碼 |
| 43 | FTV | Fortive CORP | -0.2% | -4.79% | 減碼 |
| 44 | RMD | Resmed Inc | -0.2% | -1.63% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.2% | -3.69% | 減碼 |
| 46 | ECL | Ecolab Inc | -0.3% | -0.71% | 減碼 |
| 47 | QCOM | Qualcomm Inc | -0.3% | -1.41% | 減碼 |
| 48 | IDXX | Idexx Laboratories Inc | -0.3% | +0.11% | 加碼 |
| 49 | ADBE | Adobe Inc | -0.4% | +0.04% | 加碼 |
| 50 | DHR | Danaher CORP | -0.6% | +0.20% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Capital Investment Services of America, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$10.2億，共申報了 77 個公開持股部位。
在 Q4 2024 季度，Capital Investment Services of America, Inc. 按市值排列的前三大核心持股分別為：NVDA (5.2%)、FISV (4.7%)、MSFT (4.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.2% 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
VSDM
市值: US$215.6萬
本季最大獲利了結 / 清倉標的
COST
前期市值: US$26.8萬
在 Q4 2024 季度中，Capital Investment Services of America, Inc. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 12 個部位、減碼 35 個部位以及清倉 1 個部位。 其中最大新建倉標的為 VSDM。 本季清倉部位包含 COST。
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。