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: 0001434845
申報總市值
US$8.3億
US$8.3億
130 檔
12.7%
根據最新整理的 13F 季度數據集，Cardinal Capital Management 於 Q3 2024 結束時的管理資產規模為 US$8.3億。該機構在本季度申報了 130 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，Cardinal Capital Management 採取了強勁的買進策略，建倉與加碼動作（合計 43 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Cardinal Capital Management 的前 5 大持股（包含 LLY, MSFT, AAPL）貢獻了組合市值的 12.7%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.96% | +0.67% | -0.85% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.50% | -0.11% | +1.32% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.03% | +0.18% | +0.31% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.01% | -0.34% | +0.06% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.81% | -0.14% | +3.62% | |
| 6 | WMT | Walmart Inc | 股票-非循環性消費 | 2.05% | -0.38% | +0.49% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.04% | -0.62% | +0.70% | |
| 8 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.96% | -0.18% | +0.57% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.89% | +0.08% | +0.21% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 1.86% | +0.05% | +0.74% | |
| 11 | DE | Deere & Co | 股票-工業 | 1.79% | +0.09% | +1.01% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.73% | +0.37% | +0.74% | |
| 13 | ITW | Illinois Tool Works | 股票-工業 | 1.69% | -0.04% | +4.54% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.67% | +0.40% | +0.44% | |
| 15 | ECL | Ecolab Inc | 股票-原物料 | 1.64% | -0.03% | +0.87% | |
| 16 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.60% | +0.28% | +0.84% | |
| 17 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.58% | +0.10% | +4.04% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.51% | +0.12% | +0.39% | |
| 19 | EMR | Emerson Electric Co | 股票-工業 | 1.46% | +0.03% | +1.69% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.45% | -0.04% | +1.40% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.37% | — | +5.72% | |
| 22 | GIS | General Mills Inc | 股票-非循環性消費 | 1.34% | -0.76% | +1.13% | |
| 23 | COP | Conocophillips | 股票-能源 | 1.32% | -0.40% | +4.73% | |
| 24 | TFC | Truist Financial CORP | 股票-金融 | 1.30% | +0.01% | +0.75% | |
| 25 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.28% | -0.21% | +0.58% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.27% | +0.64% | +1.42% | |
| 27 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.25% | +0.07% | +2.08% | |
| 28 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.19% | -0.03% | +1.22% | |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.18% | +0.01% | +1.29% | |
| 30 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.09% | -0.12% | +0.67% | |
| 31 | MMM | 3m Co | 股票-工業 | 1.06% | +0.04% | +1.64% | |
| 32 | CMI | Cummins Inc | 股票-工業 | 1.05% | +0.34% | +0.65% | |
| 33 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.03% | +0.16% | +7.55% | |
| 34 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.02% | -0.06% | +2.01% | |
| 35 | MDT | Medtronic plc | 股票-醫療保健 | 1.01% | -0.13% | +1.09% | |
| 36 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.99% | -0.09% | +0.42% | |
| 37 | KEYS | Keysight Technologies In | 股票-科技 | 0.96% | -0.03% | +1.07% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.92% | — | +0.27% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.89% | +0.06% | -0.11% | |
| 40 | USLM | United States Lime & Mineral | 股票-其他 | 0.89% | -0.19% | +422.78% | |
| 41 | NFG | National Fuel Gas Co | 股票-能源 | 0.88% | -0.28% | +1.40% | |
| 42 | HAS | Hasbro Inc | 股票-循環性消費 | 0.88% | -0.21% | +2.63% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.85% | -0.04% | +0.95% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.83% | -0.11% | +0.81% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.76% | -0.09% | — | |
| 46 | RY | Royal Bank Of Canada | 股票-金融 | 0.74% | +0.16% | +0.48% | |
| 47 | BMI | Badger Meter Inc | 股票-科技 | 0.74% | -0.01% | +3.48% | |
| 48 | STT | State Street CORP | 股票-金融 | 0.74% | +0.23% | +1.07% | |
| 49 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 0.71% | — | +59.82% | |
| 50 | FDX | Fedex CORP | 股票-工業 | 0.70% | -0.15% | +0.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BMY | Bristol-myers Squibb Co | +0.8% | NEW | 新建倉 |
| 2 | LOW | Lowe's Cos Inc | +0.3% | +0.57% | 加碼 |
| 3 | IBM | Intl Business Machines CORP | +0.2% | +0.39% | 加碼 |
| 4 | MMM | 3m Co | +0.2% | +1.64% | 加碼 |
| 5 | WMT | Walmart Inc | +0.2% | +0.49% | 加碼 |
| 6 | USLM | United States Lime & Mineral | +0.2% | +422.78% | 加碼 |
| 7 | SBUX | Starbucks CORP | +0.2% | +2.08% | 加碼 |
| 8 | BNY | Bank Of New York Mellon CORP | +0.2% | +0.84% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +3.62% | 加碼 |
| 10 | ADP | Automatic Data Processing | +0.1% | +0.74% | 加碼 |
| 11 | A | Agilent Technologies Inc | +0.1% | +4.04% | 加碼 |
| 12 | HAS | Hasbro Inc | +0.1% | +2.63% | 加碼 |
| 13 | AGX | Argan Inc | +0.1% | +6.94% | 加碼 |
| 14 | ITW | Illinois Tool Works | +0.1% | +4.54% | 加碼 |
| 15 | GIS | General Mills Inc | +0.1% | +1.13% | 加碼 |
| 16 | FFIV | F5 Inc | +0.1% | +1.64% | 加碼 |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +1.29% | 加碼 |
| 18 | CW | Curtiss-wright CORP | +0.1% | +4.96% | 加碼 |
| 19 | MHK | Mohawk Industries Inc | +0.1% | +9.81% | 加碼 |
| 20 | AAPL | Apple Inc | +0.1% | +0.31% | 加碼 |
| 21 | CMI | Cummins Inc | +0.1% | +0.65% | 加碼 |
| 22 | BMI | Badger Meter Inc | +0.1% | +3.48% | 加碼 |
| 23 | STT | State Street CORP | +0.1% | +1.07% | 加碼 |
| 24 | BCPC | Balchem CORP | +0.1% | +7.07% | 加碼 |
| 25 | DE | Deere & Co | +0.1% | +1.01% | 加碼 |
| 26 | KEYS | Keysight Technologies In | +0.1% | +1.07% | 加碼 |
| 27 | CACI | Caci International Inc -cl A | +0.1% | +3.80% | 加碼 |
| 28 | SNY | Sanofi-adr | +0.1% | +1.41% | 加碼 |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +1.42% | 加碼 |
| 30 | MDT | Medtronic plc | +0.1% | +1.09% | 加碼 |
| 31 | RY | Royal Bank Of Canada | +0.1% | +0.48% | 加碼 |
| 32 | UTHR | United Therapeutics CORP | +0.1% | +6.07% | 加碼 |
| 33 | SAP | Sap Se-sponsored Adr | +0.1% | +0.42% | 加碼 |
| 34 | KO | Coca-cola Co/the | 0% | +0.27% | 加碼 |
| 35 | NFG | National Fuel Gas Co | 0% | +1.40% | 加碼 |
| 36 | TFC | Truist Financial CORP | 0% | +0.75% | 加碼 |
| 37 | LH | Labcorp Holdings Inc | 0% | +1.22% | 加碼 |
| 38 | ECL | Ecolab Inc | — | +0.87% | 加碼 |
| 39 | PG | Procter & Gamble Co/the | 0% | +1.40% | 加碼 |
| 40 | SOLV | Solventum CORP | -0.1% | EXIT | 清倉 |
| 41 | COST | Costco Wholesale CORP | -0.1% | +0.06% | 加碼 |
| 42 | FTRE | Fortrea Holdings Inc | -0.1% | EXIT | 清倉 |
| 43 | IART | Integra Lifesciences Holding | -0.2% | EXIT | 清倉 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -0.11% | 減碼 |
| 45 | ZD | Ziff Davis Inc | -0.3% | EXIT | 清倉 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.74% | 加碼 |
| 47 | MSFT | Microsoft CORP | -0.4% | +1.32% | 加碼 |
| 48 | QCOM | Qualcomm Inc | -0.4% | +0.44% | 加碼 |
| 49 | LLY | Eli Lilly & Co | -0.5% | -0.85% | 減碼 |
| 50 | INTC | Intel CORP | -1.4% | -94.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cardinal Capital Management 在 Q3 2024 季度的美股持倉總市值約為 US$8.3億，共申報了 130 個公開持股部位。
在 Q3 2024 季度，Cardinal Capital Management 按市值排列的前三大核心持股分別為：LLY (4.0%)、MSFT (3.5%)、AAPL (3.0%)。其中最大持股部位 LLY 佔據整體投資組合約 4.0% 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
BMY
市值: US$489.9萬
本季最大獲利了結 / 清倉標的
ZD
前期市值: US$165.7萬
在 Q3 2024 季度中，Cardinal Capital Management 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 42 個部位、減碼 3 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BMY。 本季清倉部位包含 ZD。
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。