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: 0001531809
申報總市值
US$14.6億
US$14.6億
108 檔
13.1%
截至 Q3 2024 季度末，CapWealth Advisors, LLC 的美股持倉估值約為 US$14.6億，全數申報部位共有 108 檔。
在 Q3 2024，CapWealth Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 29 個既有持股進行加碼（合計增持 34 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 BRK-B, MSFT, WMB）占據了總市值的 13.1%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.00% | -0.07% | -1.81% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.35% | -0.10% | +0.95% | |
| 3 | WMB | Williams Cos Inc | 股票-能源 | 4.22% | -0.24% | -0.61% | |
| 4 | RTX | Rtx CORP | 股票-工業 | 3.62% | -0.19% | -1.18% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 3.59% | +0.21% | -1.85% | |
| 6 | LUMN | Lumen Technologies Inc | 股票-通訊服務 | 3.47% | +0.13% | +3.96% | |
| 7 | DHI | Dr Horton Inc | 股票-循環性消費 | 3.40% | +0.18% | -1.16% | |
| 8 | GE | General Electric | 股票-工業 | 3.40% | +0.48% | -0.07% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 3.05% | +0.14% | -4.07% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.80% | -0.74% | +0.77% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.73% | -0.01% | +2.73% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.38% | -0.10% | -0.93% | |
| 13 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.35% | -0.40% | +0.14% | |
| 14 | DUK | Duke Energy CORP | 股票-公用事業 | 2.33% | -0.17% | +411.33% | |
| 15 | DOW | Dow Inc | 股票-原物料 | 2.33% | -0.96% | +3.00% | |
| 16 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.27% | +0.67% | +3.65% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 2.27% | -0.02% | -0.86% | |
| 18 | EQIX | Equinix Inc | 股票-房地產 | 2.23% | -0.01% | +3.71% | |
| 19 | GLW | Corning Inc | 股票-科技 | 2.19% | +2.62% | +3.17% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.16% | -0.43% | +3.27% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.12% | +0.50% | -5.06% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.07% | -0.12% | -2.96% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 2.02% | +0.02% | -10.69% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.95% | -0.20% | -0.79% | |
| 25 | GEV | GE Vernova Inc | 股票-工業 | 1.77% | +0.29% | -0.20% | |
| 26 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.73% | -0.02% | EXIT | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.71% | +0.12% | +2.35% | |
| 28 | DVN | Devon Energy CORP | 股票-能源 | 1.69% | — | +2.25% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.44% | -0.05% | +0.64% | |
| 30 | SNA | Snap-on Inc | 股票-工業 | 1.33% | — | -4.84% | |
| 31 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.32% | -0.19% | +0.95% | |
| 32 | INTC | Intel CORP | 股票-科技 | 1.32% | — | +11.67% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 1.30% | -1.19% | EXIT | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 1.19% | +0.05% | +10.01% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 1.17% | -0.01% | -0.88% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 1.17% | +0.10% | +0.75% | |
| 37 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.15% | -0.02% | EXIT | |
| 38 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.07% | -0.04% | +2.18% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 1.03% | -0.05% | +4.36% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | +0.20% | +5.54% | |
| 41 | CARR | Carrier Global CORP | 股票-工業 | 0.88% | -0.49% | EXIT | |
| 42 | GNRC | Generac Holdings Inc | 股票-工業 | 0.79% | -0.73% | EXIT | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.73% | -0.08% | +2.28% | |
| 44 | MCHI | Ishares Msci China ETF | ETF-新興市場 | 0.72% | — | — | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.66% | -0.35% | -18.15% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.62% | -0.01% | +1.22% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.04% | +1.23% | |
| 48 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.51% | — | +104.42% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.50% | +0.29% | +23.50% | |
| 50 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.33% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LUMN | Lumen Technologies Inc | +2.9% | +3.96% | 加碼 |
| 2 | DUK | Duke Energy CORP | +1.9% | +411.33% | 加碼 |
| 3 | MCHI | Ishares Msci China ETF | +0.7% | NEW | 新建倉 |
| 4 | PLTR | Palantir Technologies Inc-a | +0.5% | +3.27% | 加碼 |
| 5 | DHI | Dr Horton Inc | +0.5% | -1.16% | 減碼 |
| 6 | GEV | GE Vernova Inc | +0.4% | -0.20% | 減碼 |
| 7 | FXI | Ishares China Large-cap ETF | +0.3% | NEW | 新建倉 |
| 8 | IBM | Intl Business Machines CORP | +0.3% | -1.85% | 減碼 |
| 9 | GILD | Gilead Sciences Inc | +0.1% | +0.14% | 加碼 |
| 10 | NEE | Nextera Energy Inc | +0.1% | +23.50% | 加碼 |
| 11 | EQIX | Equinix Inc | +0.1% | +3.71% | 加碼 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +154.13% | 加碼 |
| 13 | PNW | Pinnacle West Capital Corporation | +0.1% | NEW | 新建倉 |
| 14 | RTX | Rtx CORP | +0.1% | -1.18% | 減碼 |
| 15 | CARR | Carrier Global CORP | +0.1% | +1.01% | 加碼 |
| 16 | GE | General Electric | +0.1% | -0.07% | 減碼 |
| 17 | GLW | Corning Inc | +0.1% | +3.17% | 加碼 |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | NEW | 新建倉 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +76.14% | 加碼 |
| 20 | VZ | Verizon Communications Inc | 0% | +9.10% | 加碼 |
| 21 | HCA | Hca Healthcare Inc | 0% | +5.40% | 加碼 |
| 22 | QUAL | Ishares Msci USA Quality Fac | 0% | NEW | 新建倉 |
| 23 | ORCL | Oracle CORP | 0% | +1.23% | 加碼 |
| 24 | HD | Home Depot Inc | 0% | +0.75% | 加碼 |
| 25 | GNRC | Generac Holdings Inc | 0% | -0.77% | 減碼 |
| 26 | SONY | Sony Group CORP - Sp Adr | — | +2.18% | 加碼 |
| 27 | WSM | Williams-sonoma Inc | 0% | +104.42% | 加碼 |
| 28 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.28% | 加碼 |
| 29 | RSP | Invesco S&p 500 Equal Weight | 0% | +1.22% | 加碼 |
| 30 | KO | Coca-cola Co/the | 0% | +0.64% | 加碼 |
| 31 | UPS | United Parcel Service-cl B | -0.1% | +10.01% | 加碼 |
| 32 | AMGN | Amgen Inc | -0.1% | +4.36% | 加碼 |
| 33 | CVS | Cvs Health CORP | -0.1% | +3.65% | 加碼 |
| 34 | SYK | Stryker CORP | -0.1% | -0.88% | 減碼 |
| 35 | JNJ | Johnson & Johnson | -0.1% | -0.93% | 減碼 |
| 36 | SNA | Snap-on Inc | -0.1% | -4.84% | 減碼 |
| 37 | HSY | Hershey Co/the | -0.1% | +0.95% | 加碼 |
| 38 | DOW | Dow Inc | -0.2% | +3.00% | 加碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.81% | 減碼 |
| 40 | NFLX | Netflix Inc | -0.3% | -0.86% | 減碼 |
| 41 | PEP | Pepsico Inc | -0.3% | -0.79% | 減碼 |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -18.15% | 減碼 |
| 43 | WMB | Williams Cos Inc | -0.4% | -0.61% | 減碼 |
| 44 | TSM | Taiwan Semiconductor-sp Adr | -0.5% | -5.06% | 減碼 |
| 45 | INTC | Intel CORP | -0.5% | +11.67% | 加碼 |
| 46 | MRK | Merck & Co. Inc. | -0.6% | +2.73% | 加碼 |
| 47 | CVX | Chevron CORP | -0.6% | +0.77% | 加碼 |
| 48 | DVN | Devon Energy CORP | -0.6% | +2.25% | 加碼 |
| 49 | BAC | Bank Of America CORP | -0.7% | -4.07% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.9% | +0.95% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，CapWealth Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$14.6億，共申報了 108 個公開持股部位。
在 Q3 2024 季度，CapWealth Advisors, LLC 按市值排列的前三大核心持股分別為：BRK-B (5.0%)、MSFT (4.3%)、WMB (4.2%)。其中最大持股部位 BRK-B 佔據整體投資組合約 5.0% 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
MCHI
市值: US$660.7萬
本季最大獲利了結 / 清倉標的
BRK-B
前期市值: US$4142.5萬
在 Q3 2024 季度中，CapWealth Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 29 個部位、減碼 16 個部位以及清倉 0 個部位。 其中最大新建倉標的為 MCHI。
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。