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: 0001426196
申報總市值
US$540.4億
US$540.4億
794 檔
33.8%
在 Q4 2024 申報期間，Capstone Investment Advisors, LLC（CIK: 0001426196）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$540.4億，共持有 794 個公開申報部位。
Q4 2024 數據顯示 Capstone Investment Advisors, LLC 積極進場，新開立 25 個部位並同步加碼 128 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Capstone Investment Advisors, LLC 的前 5 大核心持股（包含 SPY, MSFT, AMZN 等）合計佔整體申報市值的 33.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 794 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 13.13% | -5.08% | -31.96% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 10.29% | +2.10% | +358.17% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.62% | -1.55% | +302.70% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 7.06% | +2.88% | +46.84% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.00% | -11.73% | -33.15% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.17% | +1.08% | +62.58% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.02% | +0.20% | +24.86% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.75% | +0.39% | +324.31% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.35% | +0.41% | +27.47% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 2.02% | +0.32% | +41.51% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.55% | -0.23% | +34.64% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.35% | +0.32% | +31.94% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.26% | +0.82% | -17.74% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.17% | -0.25% | +29.86% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.93% | -0.04% | -42.73% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | +0.09% | +33.31% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.73% | -0.02% | +99.04% | |
| 18 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | +0.40% | +2.25% | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 0.67% | +0.04% | +22.93% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | -0.03% | +12.13% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | +0.42% | +110.67% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.52% | +0.11% | +49.28% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.52% | +0.01% | -16.67% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 0.47% | — | +42.74% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.47% | +0.01% | +33.74% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.01% | +39.55% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | +0.01% | +7.26% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.38% | +0.03% | +55.44% | |
| 29 | NVMI 0 10-15-25債券 | Nova LTD | 債券 | 0.37% | — | — | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | -0.03% | +37.91% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.36% | +0.01% | +27.29% | |
| 32 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.36% | +0.17% | +2559.18% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.35% | +0.05% | +33.87% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.35% | +0.07% | +98.24% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | +0.02% | +46.97% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.33% | -0.01% | +45.74% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | +0.06% | +43.15% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.32% | +0.42% | +151.82% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.31% | +0.06% | +40.63% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.31% | +0.16% | +3.39% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.31% | -0.04% | +55.45% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.30% | +0.02% | +74.37% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.28% | +0.18% | +68.21% | |
| 44 | NSIT 0.75 02-15-25債券 | Insight Enterprs | 債券 | 0.26% | — | — | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.24% | +0.01% | +68.33% | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.24% | +1.38% | +56.00% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.23% | +0.07% | +28.57% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.23% | +0.02% | +30.50% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.23% | +0.29% | -22.13% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.22% | +0.02% | +31.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +7.4% | +358.17% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +5.6% | +302.70% | 加碼 |
| 3 | IVV | Ishares Core S&p 500 ETF | +2% | +324.31% | 加碼 |
| 4 | NVDA | Nvidia CORP | +1.6% | +46.84% | 加碼 |
| 5 | AAPL | Apple Inc | +1.2% | +62.58% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.9% | +41.51% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.4% | +31.94% | 加碼 |
| 8 | FXI | Ishares China Large-cap ETF | +0.3% | +2559.18% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +34.64% | 加碼 |
| 10 | EEM | Ishares Msci Emerging Market | +0.2% | +99.04% | 加碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +110.67% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +29.86% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +33.31% | 加碼 |
| 14 | INTC | Intel CORP | +0.1% | +151.82% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.1% | +22.93% | 加碼 |
| 16 | CRM | Salesforce Inc | +0.1% | +33.74% | 加碼 |
| 17 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 18 | WMT | Walmart Inc | +0.1% | +42.74% | 加碼 |
| 19 | WFC | Wells Fargo & Co | +0.1% | +45.74% | 加碼 |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | +98.24% | 加碼 |
| 21 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +37.91% | 加碼 |
| 23 | MA | Mastercard Inc - A | +0.1% | +55.45% | 加碼 |
| 24 | DXCM 0.25 11-15-25債券 | Dexcom Inc | +0.1% | +880.24% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +27.47% | 加碼 |
| 26 | PLTR | Palantir Technologies Inc-a | +0.1% | +262.29% | 加碼 |
| 27 | APP | Applovin Corp-class A | +0.1% | NEW | 新建倉 |
| 28 | IYR | Ishares US Real Estate ETF | +0.1% | NEW | 新建倉 |
| 29 | MS | Morgan Stanley | +0.1% | +27.29% | 加碼 |
| 30 | HD | Home Depot Inc | +0.1% | +55.44% | 加碼 |
| 31 | ABBV | Abbvie Inc | +0.1% | +74.37% | 加碼 |
| 32 | CVX | Chevron CORP | +0.1% | +68.33% | 加碼 |
| 33 | MSTR | Strategy Inc | +0.1% | +14.41% | 加碼 |
| 34 | IDCC 3.5 06-01-27債券 | Interdigital Inc | +0.1% | +66.26% | 加碼 |
| 35 | FOUR 0 12-15-25債券 | Shift4 Payments Inc | +0.1% | NEW | 新建倉 |
| 36 | ABNB 0 03-15-26債券 | Airbnb Inc | +0.1% | +180.00% | 加碼 |
| 37 | XME | Ss Spdr S&p Metals Mining | +0.1% | +116.95% | 加碼 |
| 38 | GXO | Gxo Logistics Inc | +0.1% | NEW | 新建倉 |
| 39 | DIS | Walt Disney Co/the | 0% | +30.50% | 加碼 |
| 40 | DDOG 0.125 06-15-25債券 | Datadog Inc | 0% | +34.29% | 加碼 |
| 41 | BA | Boeing Co/the | 0% | +29.18% | 加碼 |
| 42 | KRE | Ss Spdr S&p Regional Bank | 0% | +103.21% | 加碼 |
| 43 | AKAM 0.375 09-01-27債券 | Akamai Technologies Inc | 0% | +110.55% | 加碼 |
| 44 | IBIT | Ishares Bitcoin Trust ETF | 0% | +87.50% | 加碼 |
| 45 | XLK | Ss Technology Select Sector | 0% | +432.77% | 加碼 |
| 46 | SPOT 0 03-15-26債券 | Spotify USA Inc | 0% | NEW | 新建倉 |
| 47 | SNOW | Snowflake Inc | 0% | NEW | 新建倉 |
| 48 | VOO | Vanguard S&p 500 ETF | 0% | +24.86% | 加碼 |
| 49 | PG | Procter & Gamble Co/the | 0% | +43.15% | 加碼 |
| 50 | GS | Goldman Sachs Group Inc | 0% | +28.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Capstone Investment Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$540.4億，共申報了 794 個公開持股部位。
在 Q4 2024 季度，Capstone Investment Advisors, LLC 按市值排列的前三大核心持股分別為：SPY (13.1%)、MSFT (10.3%)、AMZN (7.6%)。其中最大持股部位 SPY 佔據整體投資組合約 13.1% 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
LRCX
市值: US$4696.6萬
本季最大獲利了結 / 清倉標的
GLD
前期市值: US$2.6億
在 Q4 2024 季度中，Capstone Investment Advisors, LLC 共進行了 198 項持倉異動，包含新建倉 25 個部位、加碼 128 個部位、減碼 25 個部位以及清倉 20 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 GLD。
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。