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: 0001706766
申報總市值
US$214.6億
US$214.6億
857 檔
13.3%
截至 Q4 2024 季度末，Caption Management, LLC 的美股持倉估值約為 US$214.6億，全數申報部位共有 857 檔。
在 Q4 2024，Caption Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 63 個新部位，並對 58 個既有持股進行加碼（合計增持 121 檔），相較減碼與清倉部位顯著佔優。
整體而言，Caption Management, LLC 的前 5 大持股（包含 NVDA, TSLA, GOOG）貢獻了組合市值的 13.3%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 857 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 | NVDA | Nvidia CORP | 股票-科技 | 10.30% | -0.43% | — | |
| 2 | TSLA | Tesla Inc | 股票-循環性消費 | 7.63% | +0.25% | +816.59% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.30% | +0.86% | +296.71% | |
| 4 | MSTR | Strategy Inc | 股票-科技 | 3.00% | +0.04% | NEW | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.68% | -0.15% | — | |
| 6 | C | Citigroup Inc | 股票-金融 | 2.45% | — | -13.78% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.28% | -0.01% | — | |
| 8 | USX1 | United States Steel CORP | 股票-其他 | 1.94% | — | +77.20% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 1.48% | -0.59% | EXIT | |
| 10 | APP | Applovin Corp-class A | 股票-科技 | 1.31% | — | +7.89% | |
| 11 | ACI | Albertsons Cos Inc - Class A | 股票-非循環性消費 | 1.22% | — | +0.47% | |
| 12 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 1.17% | — | +279.13% | |
| 13 | AMED | Amedisys Inc | 股票-其他 | 1.09% | — | +1097.27% | |
| 14 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 1.06% | -0.08% | +20769.70% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 0.95% | — | — | |
| 16 | TPR | Tapestry Inc | 股票-循環性消費 | 0.85% | — | -3.64% | |
| 17 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.83% | +0.05% | +6.02% | |
| 18 | CLS | Celestica Inc | 股票-科技 | 0.82% | -0.45% | -46.63% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.82% | -0.25% | EXIT | |
| 20 | INSM | Insmed Inc | 股票-醫療保健 | 0.75% | +0.66% | +84.86% | |
| 21 | HON | Honeywell International Inc | 股票-工業 | 0.73% | -0.01% | EXIT | |
| 22 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.69% | +0.60% | -49.87% | |
| 23 | ARGX | Argenx Se - Adr | 股票-醫療保健 | 0.60% | -0.09% | -8.24% | |
| 24 | COR | Cencora Inc | 股票-醫療保健 | 0.60% | — | -28.61% | |
| 25 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.57% | +0.01% | NEW | |
| 26 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 0.56% | — | -20.67% | |
| 27 | SLNOEUR | Soleno Therapeutics Inc | 股票-其他 | 0.53% | -0.31% | EXIT | |
| 28 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.52% | -0.13% | +20.89% | |
| 29 | HUM | Humana Inc | 股票-醫療保健 | 0.51% | -0.06% | +54.14% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.16% | -4.52% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.45% | — | +6.69% | |
| 32 | FYBR | Frontier Communications Pare | 股票-其他 | 0.45% | — | -46.60% | |
| 33 | GEV | GE Vernova Inc | 股票-工業 | 0.44% | -0.25% | EXIT | |
| 34 | GD | General Dynamics CORP | 股票-工業 | 0.43% | — | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.43% | +2.49% | +6.98% | |
| 36 | EXK | Exact Sciences CORP | 股票-原物料 | 0.40% | — | — | |
| 37 | AKX | Ansys Inc | 股票-其他 | 0.38% | — | +14.79% | |
| 38 | VST | Vistra CORP | 股票-公用事業 | 0.38% | +0.31% | -54.66% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.37% | -0.11% | +344.40% | |
| 40 | AXSM | Axsome Therapeutics Inc | 股票-醫療保健 | 0.37% | -0.06% | +932.41% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.37% | -0.94% | +500.78% | |
| 42 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.36% | -0.02% | +86.79% | |
| 43 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.35% | — | EXIT | |
| 44 | WDC | Western Digital CORP | 股票-科技 | 0.34% | +2.72% | +38.27% | |
| 45 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.34% | +0.25% | — | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.33% | -0.04% | +427.24% | |
| 47 | TDG | Transdigm Group Inc | 股票-工業 | 0.33% | — | — | |
| 48 | MDGL | Madrigal Pharmaceuticals Inc | 股票-醫療保健 | 0.32% | +0.03% | +398.21% | |
| 49 | ILMN | Illumina Inc | 股票-醫療保健 | 0.32% | +0.04% | NEW | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.31% | — | +3526.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +10.3% | NEW | 新建倉 |
| 2 | TSLA | Tesla Inc | +6.7% | +816.59% | 加碼 |
| 3 | MSTR | Strategy Inc | +3% | NEW | 新建倉 |
| 4 | GOOGL | Alphabet Inc-cl A | +2.7% | NEW | 新建倉 |
| 5 | AMZN | Amazon.com Inc | +2.3% | NEW | 新建倉 |
| 6 | GOOG | Alphabet Inc-cl C | +2.1% | +296.71% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +1.5% | NEW | 新建倉 |
| 8 | RDDT | Reddit Inc-cl A | +1.1% | +20769.70% | 加碼 |
| 9 | AAPL | Apple Inc | +1% | NEW | 新建倉 |
| 10 | AMED | Amedisys Inc | +0.9% | +1097.27% | 加碼 |
| 11 | XLI | Ss Industrial Select Sector | +0.8% | NEW | 新建倉 |
| 12 | HON | Honeywell International Inc | +0.7% | NEW | 新建倉 |
| 13 | TKO | Tko Group Holdings Inc | +0.7% | +279.13% | 加碼 |
| 14 | APP | Applovin Corp-class A | +0.5% | +7.89% | 加碼 |
| 15 | GD | General Dynamics CORP | +0.4% | NEW | 新建倉 |
| 16 | EXK | Exact Sciences CORP | +0.4% | NEW | 新建倉 |
| 17 | SMCI | Super Micro Computer Inc | +0.3% | NEW | 新建倉 |
| 18 | TDG | Transdigm Group Inc | +0.3% | NEW | 新建倉 |
| 19 | SLNOEUR | Soleno Therapeutics Inc | +0.3% | +369.81% | 加碼 |
| 20 | AXSM | Axsome Therapeutics Inc | +0.3% | +932.41% | 加碼 |
| 21 | LDOS | Leidos Holdings Inc | +0.3% | NEW | 新建倉 |
| 22 | SUI | Sun Communities Inc | +0.3% | NEW | 新建倉 |
| 23 | MCD | Mcdonald's CORP | +0.3% | +3526.97% | 加碼 |
| 24 | BABA | Alibaba Group Holding-sp Adr | +0.3% | NEW | 新建倉 |
| 25 | VFC | Vf CORP | +0.3% | NEW | 新建倉 |
| 26 | BBWI | Bath & Body Works Inc | +0.3% | NEW | 新建倉 |
| 27 | LHX | L3harris Technologies Inc | +0.3% | NEW | 新建倉 |
| 28 | UNH | Unitedhealth Group Inc | +0.3% | +500.78% | 加碼 |
| 29 | PI | Impinj Inc | +0.3% | NEW | 新建倉 |
| 30 | MDGL | Madrigal Pharmaceuticals Inc | +0.2% | +398.21% | 加碼 |
| 31 | ABBV | Abbvie Inc | +0.2% | +344.40% | 加碼 |
| 32 | ABNB | Airbnb Inc-class A | +0.2% | NEW | 新建倉 |
| 33 | SRRK | Scholar Rock Holding CORP | +0.2% | +70.77% | 加碼 |
| 34 | CVS | Cvs Health CORP | +0.2% | NEW | 新建倉 |
| 35 | NMRA | Neumora Therapeutics Inc | +0.2% | +1019.28% | 加碼 |
| 36 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +427.24% | 加碼 |
| 37 | ROKU | Roku Inc | +0.2% | NEW | 新建倉 |
| 38 | EXE | Expand Energy CORP | +0.2% | NEW | 新建倉 |
| 39 | TER | Teradyne Inc | +0.2% | NEW | 新建倉 |
| 40 | SOC | Sable Offshore CORP | +0.2% | NEW | 新建倉 |
| 41 | INTC | Intel CORP | +0.2% | NEW | 新建倉 |
| 42 | EOSE | Eos Energy Enterprises Inc | +0.2% | +298.83% | 加碼 |
| 43 | WSC | Willscot Holdings CORP | +0.2% | +1469.94% | 加碼 |
| 44 | CROX | Crocs Inc | +0.2% | NEW | 新建倉 |
| 45 | HCA | Hca Healthcare Inc | +0.2% | NEW | 新建倉 |
| 46 | MDY | State Street Spdr S&p Midcap | +0.2% | NEW | 新建倉 |
| 47 | RVMD | Revolution Medicines Inc | +0.2% | NEW | 新建倉 |
| 48 | TWLO | Twilio Inc - A | +0.2% | NEW | 新建倉 |
| 49 | AMAT | Applied Materials Inc | +0.2% | NEW | 新建倉 |
| 50 | FDX | Fedex CORP | +0.2% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Caption Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$214.6億，共申報了 857 個公開持股部位。
在 Q4 2024 季度，Caption Management, LLC 按市值排列的前三大核心持股分別為：NVDA (10.3%)、TSLA (7.6%)、GOOG (3.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.3% 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
NVDA
市值: US$10.9億
本季最大獲利了結 / 清倉標的
VRSN
前期市值: US$7628.8萬
在 Q4 2024 季度中，Caption Management, LLC 共進行了 200 項持倉異動，包含新建倉 63 個部位、加碼 58 個部位、減碼 51 個部位以及清倉 28 個部位。 其中最大新建倉標的為 NVDA。 本季清倉部位包含 VRSN。
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。