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: 0001766904
申報總市值
US$4.9億
US$4.9億
515 檔
5.0%
在 Q4 2024 申報期間，Cary Street Partners Investment Advisory LLC（CIK: 0001766904）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$4.9億，共持有 515 個公開申報部位。
從 Q4 2024 申報觀察，Cary Street Partners Investment Advisory LLC 採取防禦導向的調倉策略，本季減碼 40 檔個股並出清 10 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Cary Street Partners Investment Advisory LLC 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 5.0%，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 515 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 | 4.59% | -0.09% | -93.65% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.13% | -0.27% | -92.30% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.94% | — | -81.11% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.49% | -0.12% | -86.88% | |
| 5 | ET | Energy Transfer LP | 股票-能源 | 2.11% | -0.17% | -31.51% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.91% | -0.17% | -86.67% | |
| 7 | TRGP | Targa Resources CORP | 股票-能源 | 1.79% | -0.14% | -0.45% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.75% | +0.24% | -78.99% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.72% | +0.04% | -94.07% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.45% | +0.09% | -92.29% | |
| 11 | EPD | Enterprise Products Partners | 股票-能源 | 1.40% | -0.15% | -36.79% | |
| 12 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 1.31% | +0.07% | — | |
| 13 | WES | Western Midstream Partners L | 股票-能源 | 1.22% | -0.07% | — | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | +0.03% | -87.82% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.02% | -92.68% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.07% | -0.03% | +28.48% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | -0.15% | -88.20% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.05% | -0.02% | -33.15% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.03% | +0.03% | -92.09% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 0.98% | -0.12% | -93.12% | |
| 21 | WMB | Williams Cos Inc | 股票-能源 | 0.96% | -0.10% | -92.80% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.93% | -0.08% | -71.20% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | +0.36% | -91.32% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.88% | +0.10% | -89.69% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.88% | +0.10% | — | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.84% | -1.01% | -83.36% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | +0.30% | -97.24% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.78% | -0.10% | -86.53% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.74% | -0.04% | -74.54% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.73% | +0.01% | -95.16% | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.72% | -0.05% | -91.56% | |
| 32 | TSLA | Tesla Inc | 股票-循環性消費 | 0.66% | -0.02% | -71.92% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.63% | -0.07% | -96.02% | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.63% | -0.15% | -93.56% | |
| 35 | OKE | Oneok Inc | 股票-能源 | 0.63% | -0.03% | -61.32% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.61% | -0.10% | -79.51% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.61% | -0.06% | -61.55% | |
| 38 | APH | Amphenol Corp-cl A | 股票-科技 | 0.60% | +0.08% | -26.48% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.57% | -0.10% | -88.09% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.04% | -96.73% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.54% | EXIT | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.07% | -92.53% | |
| 43 | MSI | Motorola Solutions Inc | 股票-科技 | 0.53% | -0.07% | -57.08% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.50% | -0.09% | -81.52% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.50% | -0.04% | -54.82% | |
| 46 | ETN | Eaton Corporation plc | 股票-工業 | 0.49% | -0.05% | -73.26% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | +0.07% | -74.10% | |
| 48 | FUN | Six Flags Entertainment CORP | 股票-其他 | 0.47% | — | -17.38% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.47% | -0.05% | -72.73% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.47% | -0.06% | -89.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -81.11% | 減碼 |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.5% | -86.88% | 減碼 |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +1.1% | -86.67% | 減碼 |
| 4 | MSFT | Microsoft CORP | +1.1% | -92.30% | 減碼 |
| 5 | AAPL | Apple Inc | +0.8% | -93.65% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -92.29% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -92.68% | 減碼 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | -91.32% | 減碼 |
| 9 | AMZN | Amazon.com Inc | +0.3% | -94.07% | 減碼 |
| 10 | WMB | Williams Cos Inc | +0.3% | -92.80% | 減碼 |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | -89.69% | 減碼 |
| 12 | LLY | Eli Lilly & Co | +0.2% | -92.09% | 減碼 |
| 13 | HD | Home Depot Inc | +0.1% | -93.12% | 減碼 |
| 14 | INTU | Intuit Inc | +0.1% | -93.56% | 減碼 |
| 15 | XOM | Exxon Mobil CORP | 0% | -94.23% | 減碼 |
| 16 | ABBV | Abbvie Inc | -0.2% | -95.16% | 減碼 |
| 17 | COST | Costco Wholesale CORP | -0.2% | -96.02% | 減碼 |
| 18 | QCOM | Qualcomm Inc | -0.3% | -96.05% | 減碼 |
| 19 | EFV | Ishares Msci Eafe Value ETF | -0.3% | -97.13% | 減碼 |
| 20 | ZTS | Zoetis Inc | -0.4% | -96.62% | 減碼 |
| 21 | MRK | Merck & Co. Inc. | -0.4% | -96.69% | 減碼 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -96.73% | 減碼 |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.4% | -97.36% | 減碼 |
| 24 | JEPQ | JPM Nasdaq Equity Premium | -0.4% | -98.21% | 減碼 |
| 25 | TXN | Texas Instruments Inc | -0.5% | -98.04% | 減碼 |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.5% | -97.67% | 減碼 |
| 27 | CBOE | Cboe Global Markets Inc | -0.5% | -99.70% | 減碼 |
| 28 | JNJ | Johnson & Johnson | -0.5% | -98.04% | 減碼 |
| 29 | CME | Cme Group Inc | -0.5% | -99.83% | 減碼 |
| 30 | IWF | Ishares Russell 1000 Growth | -0.5% | EXIT | 清倉 |
| 31 | TACK | Fairlead Tactical Sector ETF | -0.5% | EXIT | 清倉 |
| 32 | RTX | Rtx CORP | -0.5% | -97.92% | 減碼 |
| 33 | MLI | Mueller Industries Inc | -0.5% | -99.97% | 減碼 |
| 34 | VONG | Vanguard Russell 1000 Growth | -0.6% | EXIT | 清倉 |
| 35 | USFR | Wisdomtree Floating Rate Tre | -0.6% | EXIT | 清倉 |
| 36 | VOO | Vanguard S&p 500 ETF | -0.6% | -99.68% | 減碼 |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.6% | EXIT | 清倉 |
| 38 | GOOG | Alphabet Inc-cl C | -0.6% | -97.24% | 減碼 |
| 39 | ADBE | Adobe Inc | -0.7% | -98.24% | 減碼 |
| 40 | SCHG | Schwab US Large-cap Growth | -0.7% | EXIT | 清倉 |
| 41 | PG | Procter & Gamble Co/the | -0.8% | -98.81% | 減碼 |
| 42 | CGDV | Cap Group Dividend Value | -0.8% | EXIT | 清倉 |
| 43 | URI | United Rentals Inc | -0.8% | -99.76% | 減碼 |
| 44 | EFG | Ishares Msci Eafe Growth ETF | -1% | -98.66% | 減碼 |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -1.1% | EXIT | 清倉 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | EXIT | 清倉 |
| 47 | BIV | Vanguard Intermediate-term B | -1.3% | -99.39% | 減碼 |
| 48 | JEPI | Jpmorgan Equity Premium Inco | -1.4% | EXIT | 清倉 |
| 49 | VUG | Vanguard Growth ETF | -1.8% | -99.94% | 減碼 |
| 50 | VTV | Vanguard Value ETF | -2% | -99.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cary Street Partners Investment Advisory LLC 在 Q4 2024 季度的美股持倉總市值約為 US$4.9億，共申報了 515 個公開持股部位。
在 Q4 2024 季度，Cary Street Partners Investment Advisory LLC 按市值排列的前三大核心持股分別為：AAPL (4.6%)、MSFT (4.1%)、NVDA (2.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.6% 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。
本季最大獲利了結 / 清倉標的
JEPI
前期市值: US$3896.6萬
在 Q4 2024 季度中，Cary Street Partners Investment Advisory LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 0 個部位、減碼 40 個部位以及清倉 10 個部位。 本季清倉部位包含 JEPI。
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。