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: 0001511506
申報總市值
US$49.9億
US$49.9億
463 檔
10.4%
Carnegie Investment Counsel 在 Q3 2024 季度的美股部位總計估值為 US$49.9億，分散於 463 個持倉標的之中，反映其市場參與廣度與投資規模。
Carnegie Investment Counsel 於 Q3 2024 展現出進攻型調倉步調，本季推動了 13 檔股票的新建倉與 101 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。
在資產配置集中度方面，Carnegie Investment Counsel 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 10.4%，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 463 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 | AAPL | Apple Inc | 股票-科技 | 4.46% | +0.23% | -0.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.53% | -0.13% | +3.00% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | -0.04% | -17.52% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.40% | +0.09% | +1.12% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.25% | +0.11% | -0.06% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.18% | +0.04% | -0.14% | |
| 7 | PGR | Progressive CORP | 股票-金融 | 2.08% | +0.06% | -0.27% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.07% | +0.48% | -0.10% | |
| 9 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.90% | -0.01% | -1.00% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 1.76% | +0.07% | +1.59% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.68% | +0.05% | +0.52% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.42% | -0.21% | +1.45% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.31% | -0.01% | -11.01% | |
| 14 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.23% | -0.11% | +0.70% | |
| 15 | SYK | Stryker CORP | 股票-醫療保健 | 1.20% | -0.11% | -2.38% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | +0.26% | -5.53% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.12% | +0.41% | -0.40% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.06% | -0.04% | +6.15% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.02% | -0.11% | +2.34% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 0.98% | -0.01% | EXIT | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | +0.44% | +944.38% | |
| 22 | AMGN | Amgen Inc | 股票-醫療保健 | 0.94% | +0.01% | +3.82% | |
| 23 | ECL | Ecolab Inc | 股票-原物料 | 0.93% | +0.06% | +6.19% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.93% | -0.07% | -0.33% | |
| 25 | ACN | Accenture plc | 股票-科技 | 0.91% | -0.04% | -2.60% | |
| 26 | NOC | Northrop Grumman CORP | 股票-工業 | 0.91% | -0.20% | +0.07% | |
| 27 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.90% | -0.63% | -0.64% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.90% | -0.11% | +1.94% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.88% | -0.17% | +1.14% | |
| 30 | AKX | Ansys Inc | 股票-其他 | 0.87% | — | +6.46% | |
| 31 | AMT | American Tower CORP | 股票-房地產 | 0.86% | -0.04% | +4.56% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.86% | -0.43% | +5.66% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.85% | +0.07% | +2.37% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | +0.02% | +7.37% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.80% | +0.52% | +20.31% | |
| 36 | BLKCHF | Blackrock Inc | 股票-其他 | 0.79% | — | -1.03% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.75% | +0.03% | -0.50% | |
| 38 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.74% | +0.02% | +4.03% | |
| 39 | IQLT | Ishares Msci International Q | ETF-其他 | 0.71% | +0.16% | +5.97% | |
| 40 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.70% | -0.01% | -1.09% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | -0.22% | -1.35% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | +0.07% | -0.33% | |
| 43 | ROK | Rockwell Automation Inc | 股票-工業 | 0.64% | +0.08% | -12.91% | |
| 44 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.62% | -0.05% | +0.63% | |
| 45 | CSX | Csx CORP | 股票-工業 | 0.61% | +0.06% | +3.09% | |
| 46 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.59% | -0.13% | +0.23% | |
| 47 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.58% | -0.21% | +6.99% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.57% | — | +0.13% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.15% | -8.37% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.57% | +0.02% | +1.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +0.5% | NEW | 新建倉 |
| 2 | SHW | Sherwin-williams Co/the | +0.3% | -1.00% | 減碼 |
| 3 | PGR | Progressive CORP | +0.3% | -0.27% | 減碼 |
| 4 | TEM | Tempus Ai Inc-cl A | +0.2% | NEW | 新建倉 |
| 5 | LOW | Lowe's Cos Inc | +0.2% | +0.70% | 加碼 |
| 6 | DELL | Dell Technologies -c | +0.2% | +1556.24% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | -0.78% | 減碼 |
| 8 | PYPL | Paypal Holdings Inc | +0.2% | +14.42% | 加碼 |
| 9 | HIMS | Hims & Hers Health Inc | +0.2% | NEW | 新建倉 |
| 10 | IONQ | Ionq Inc | +0.2% | NEW | 新建倉 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.06% | 減碼 |
| 12 | CASY | Casey's General Stores Inc | +0.1% | +63.26% | 加碼 |
| 13 | CMG | Chipotle Mexican Grill Inc | +0.1% | NEW | 新建倉 |
| 14 | NEE | Nextera Energy Inc | +0.1% | +2.34% | 加碼 |
| 15 | AMT | American Tower CORP | +0.1% | +4.56% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +1.45% | 加碼 |
| 17 | NOC | Northrop Grumman CORP | +0.1% | +0.07% | 加碼 |
| 18 | KNSL | Kinsale Capital Group Inc | +0.1% | +4.03% | 加碼 |
| 19 | SOUN | Soundhound Ai Inc-a | +0.1% | NEW | 新建倉 |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | +6.15% | 加碼 |
| 21 | MA | Mastercard Inc - A | +0.1% | +0.52% | 加碼 |
| 22 | CB | Chubb Limited | +0.1% | +26.73% | 加碼 |
| 23 | GEV | GE Vernova Inc | +0.1% | +172.43% | 加碼 |
| 24 | BLKCHF | Blackrock Inc | +0.1% | -1.03% | 減碼 |
| 25 | URI | United Rentals Inc | +0.1% | +11.39% | 加碼 |
| 26 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +3.88% | 加碼 |
| 27 | RDDT | Reddit Inc-cl A | +0.1% | +34.72% | 加碼 |
| 28 | ECL | Ecolab Inc | +0.1% | +6.19% | 加碼 |
| 29 | LMT | Lockheed Martin CORP | +0.1% | +0.45% | 加碼 |
| 30 | HD | Home Depot Inc | +0.1% | +1.41% | 加碼 |
| 31 | TW | Tradeweb Markets Inc-class A | +0.1% | +5.07% | 加碼 |
| 32 | WPC | Wp Carey Inc | +0.1% | +20.46% | 加碼 |
| 33 | EWW | Ishares Msci Mexico ETF | +0.1% | +231.37% | 加碼 |
| 34 | ACN | Accenture plc | +0.1% | -2.60% | 減碼 |
| 35 | WMT | Walmart Inc | +0.1% | +0.53% | 加碼 |
| 36 | MAS | Masco CORP | +0.1% | -0.18% | 減碼 |
| 37 | SPHR | Sphere Entertainment Co | +0.1% | +12.18% | 加碼 |
| 38 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | NEW | 新建倉 |
| 39 | AVGO | Broadcom Inc | +0.1% | +944.38% | 加碼 |
| 40 | ZTS | Zoetis Inc | +0.1% | -0.64% | 減碼 |
| 41 | V | Visa Inc-class A Shares | +0.1% | +7.37% | 加碼 |
| 42 | OTIS | Otis Worldwide CORP | +0.1% | +6.99% | 加碼 |
| 43 | TMUS | T-mobile US Inc | +0.1% | +1.66% | 加碼 |
| 44 | RTX | Rtx CORP | +0.1% | +0.32% | 加碼 |
| 45 | UNH | Unitedhealth Group Inc | +0.1% | +2.74% | 加碼 |
| 46 | IBM | Intl Business Machines CORP | +0.1% | +4.01% | 加碼 |
| 47 | ARHS | Arhaus Inc | +0.1% | +176.75% | 加碼 |
| 48 | ANETEUR | Arista Networks Inc | +0.1% | +117.85% | 加碼 |
| 49 | GNRC | Generac Holdings Inc | +0.1% | +45.07% | 加碼 |
| 50 | HSY | Hershey Co/the | +0.1% | +60.76% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Carnegie Investment Counsel 在 Q3 2024 季度的美股持倉總市值約為 US$49.9億，共申報了 463 個公開持股部位。
在 Q3 2024 季度，Carnegie Investment Counsel 按市值排列的前三大核心持股分別為：AAPL (4.5%)、MSFT (3.5%)、NVDA (2.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.5% 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
TEL
市值: US$1723.3萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$1675.6萬
在 Q3 2024 季度中，Carnegie Investment Counsel 共進行了 199 項持倉異動，包含新建倉 13 個部位、加碼 101 個部位、減碼 70 個部位以及清倉 15 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
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。