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: 0001610769
申報總市值
US$52.2億
US$52.2億
996 檔
12.7%
在 Q4 2024 申報期間，Caprock Group, LLC（CIK: 0001610769）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$52.2億，共持有 996 個公開申報部位。
Caprock Group, LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 51 檔股票的新建倉與 92 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 VTI, AAPL, VOO）累計市值佔比達 12.7%，是驅動 Caprock Group, 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 996 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.56% | -0.65% | +12.05% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.70% | -0.36% | +2.02% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.29% | -0.22% | +4.37% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | +1.98% | NEW | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.93% | -0.31% | -1.81% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.16% | -0.17% | +4.79% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.78% | +0.07% | +3.93% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.66% | -0.11% | +200.95% | |
| 9 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.64% | -0.28% | -2.21% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.49% | -0.49% | +15.12% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.30% | -0.08% | +8.24% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.22% | -0.09% | +4.27% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.17% | -0.21% | +5.12% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.16% | -0.08% | +0.67% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.15% | -0.12% | -0.21% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.13% | -0.19% | +1.42% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | +0.91% | NEW | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.00% | -0.08% | -0.05% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | -0.03% | +3.64% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.91% | -0.09% | +1.41% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.90% | -0.13% | -7.50% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | -0.13% | +1.05% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.10% | +100.59% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.05% | +3.05% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.68% | -0.03% | +30.56% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.06% | +3.82% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.55% | -0.01% | +4.93% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | +0.78% | NEW | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 0.52% | -0.20% | +3.87% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.52% | -0.01% | +2.88% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.50% | -0.02% | -20.11% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.50% | -0.06% | +3.02% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | -0.07% | +10.45% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.06% | +0.64% | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | -0.27% | +3.28% | |
| 36 | APP | Applovin Corp-class A | 股票-科技 | 0.45% | +0.03% | +42.16% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.42% | +0.23% | +4.56% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.41% | — | — | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | -0.04% | +1.88% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.41% | -0.07% | +12.68% | |
| 41 | PWR | Quanta Services Inc | 股票-工業 | 0.41% | +0.57% | NEW | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.20% | -1.24% | |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.38% | -0.02% | +0.11% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.37% | +0.07% | -0.24% | |
| 45 | GE | General Electric | 股票-工業 | 0.36% | +0.03% | +1.68% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.36% | -0.01% | +0.48% | |
| 47 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.35% | -0.30% | +0.61% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | -0.09% | -0.89% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | +0.34% | NEW | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | -0.05% | +3.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.1% | NEW | 新建倉 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | NEW | 新建倉 |
| 3 | PWR | Quanta Services Inc | +0.4% | NEW | 新建倉 |
| 4 | COST | Costco Wholesale CORP | +0.4% | +100.59% | 加碼 |
| 5 | APP | Applovin Corp-class A | +0.3% | +42.16% | 加碼 |
| 6 | AJG | Arthur J Gallagher & Co | +0.3% | NEW | 新建倉 |
| 7 | TSLA | Tesla Inc | +0.3% | +30.56% | 加碼 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +12.05% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +4.79% | 加碼 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +3.28% | 加碼 |
| 11 | MS | Morgan Stanley | +0.2% | NEW | 新建倉 |
| 12 | AXP | American Express Co | +0.2% | NEW | 新建倉 |
| 13 | AVGO | Broadcom Inc | +0.2% | +3.64% | 加碼 |
| 14 | MSTR | Strategy Inc | +0.1% | NEW | 新建倉 |
| 15 | HIG | Hartford Insurance Group Inc | +0.1% | NEW | 新建倉 |
| 16 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +8.24% | 加碼 |
| 18 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 19 | ADI | Analog Devices Inc | +0.1% | NEW | 新建倉 |
| 20 | DHR | Danaher CORP | +0.1% | NEW | 新建倉 |
| 21 | TRV | Travelers Cos Inc/the | +0.1% | NEW | 新建倉 |
| 22 | COR | Cencora Inc | +0.1% | NEW | 新建倉 |
| 23 | EBAY | Ebay Inc | +0.1% | +83.08% | 加碼 |
| 24 | OKLO | Oklo Inc | +0.1% | NEW | 新建倉 |
| 25 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +15.12% | 加碼 |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.27% | 加碼 |
| 28 | NFLX | Netflix Inc | +0.1% | +3.87% | 加碼 |
| 29 | CRM | Salesforce Inc | +0.1% | +12.68% | 加碼 |
| 30 | MCO | Moody's CORP | +0.1% | NEW | 新建倉 |
| 31 | EQH | Equitable Holdings Inc | +0.1% | NEW | 新建倉 |
| 32 | FTNT | Fortinet Inc | +0.1% | NEW | 新建倉 |
| 33 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | NEW | 新建倉 |
| 34 | SONY | Sony Group CORP - Sp Adr | +0.1% | NEW | 新建倉 |
| 35 | TWLO | Twilio Inc - A | +0.1% | +144.27% | 加碼 |
| 36 | GEV | GE Vernova Inc | +0.1% | +21.79% | 加碼 |
| 37 | BX | Blackstone Inc | +0.1% | +166.08% | 加碼 |
| 38 | IYW | Ishares Ustechnology ETF | +0.1% | +237.39% | 加碼 |
| 39 | NGDN | New Gold Inc | +0.1% | +118.16% | 加碼 |
| 40 | ELV | Elevance Health Inc | +0.1% | NEW | 新建倉 |
| 41 | RBRK | Rubrik Inc-a | +0.1% | NEW | 新建倉 |
| 42 | NSC | Norfolk Southern CORP | +0.1% | NEW | 新建倉 |
| 43 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | 新建倉 |
| 44 | GS | Goldman Sachs Group Inc | +0.1% | +4.93% | 加碼 |
| 45 | T | At&t Inc | +0.1% | +41.32% | 加碼 |
| 46 | WFC | Wells Fargo & Co | +0.1% | +12.61% | 加碼 |
| 47 | C | Citigroup Inc | +0.1% | +27.65% | 加碼 |
| 48 | FAST | Fastenal Co | +0.1% | NEW | 新建倉 |
| 49 | V | Visa Inc-class A Shares | 0% | +3.05% | 加碼 |
| 50 | JPM | Jpmorgan Chase & Co | 0% | +3.82% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Caprock Group, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$52.2億，共申報了 996 個公開持股部位。
在 Q4 2024 季度，Caprock Group, LLC 按市值排列的前三大核心持股分別為：VTI (8.6%)、AAPL (3.7%)、VOO (3.3%)。其中最大持股部位 VTI 佔據整體投資組合約 8.6% 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
QQQ
市值: US$3436.0萬
本季最大獲利了結 / 清倉標的
RSI
前期市值: US$417.8萬
在 Q4 2024 季度中，Caprock Group, LLC 共進行了 200 項持倉異動，包含新建倉 51 個部位、加碼 92 個部位、減碼 46 個部位以及清倉 11 個部位。 其中最大新建倉標的為 QQQ。 本季清倉部位包含 RSI。
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。