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: 0001631562
申報總市值
US$62.3億
US$62.3億
69 檔
16.0%
CCLA Investment Management 在 Q1 2024 季度的美股部位總計估值為 US$62.3億，分散於 69 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2024 數據顯示 CCLA Investment Management 積極進場，新開立 1 個部位並同步加碼 34 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, AMZN, GOOG）累計市值佔比達 16.0%，是驅動 CCLA Investment Management 該季度整體投資組合績效表現的核心支柱。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 4.52% | -0.44% | +1.33% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.16% | +0.27% | -0.04% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.61% | +1.40% | +0.66% | |
| 4 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 2.54% | — | +0.38% | |
| 5 | NICE | Nice LTD - Spon Adr | 股票-科技 | 2.45% | — | +0.78% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.43% | +0.04% | +1.36% | |
| 7 | TRU | Transunion | 股票-金融 | 2.36% | -0.13% | +104813.58% | |
| 8 | ICE | Intercontinental Exchange In | 股票-金融 | 2.35% | -0.28% | +91838.20% | |
| 9 | ROP | Roper Technologies Inc | 股票-科技 | 2.20% | -0.27% | +7.77% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.20% | +0.16% | +0.83% | |
| 11 | AKX | Ansys Inc | 股票-其他 | 2.11% | — | -5.21% | |
| 12 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.09% | -0.13% | -0.82% | |
| 13 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 2.06% | — | +100739.71% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 2.05% | -0.02% | +1.26% | |
| 15 | SPGI | S&p Global Inc | 股票-金融 | 2.05% | +0.16% | -6.57% | |
| 16 | SNPS | Synopsys Inc | 股票-科技 | 2.04% | -0.44% | +0.18% | |
| 17 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.04% | — | +122923.64% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.00% | — | +0.69% | |
| 19 | DHR | Danaher CORP | 股票-醫療保健 | 1.91% | -0.01% | +0.60% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.89% | — | +32.52% | |
| 21 | AVTR | Avantor Inc | 股票-醫療保健 | 1.86% | — | +147220.35% | |
| 22 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 1.83% | — | +0.72% | |
| 23 | INTU | Intuit Inc | 股票-科技 | 1.80% | +0.14% | -19.44% | |
| 24 | CME | Cme Group Inc | 股票-金融 | 1.77% | -0.14% | +2.24% | |
| 25 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.75% | +0.18% | +0.89% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.72% | +0.10% | +169574.49% | |
| 27 | HUM | Humana Inc | 股票-醫療保健 | 1.68% | — | +8.93% | |
| 28 | SYK | Stryker CORP | 股票-醫療保健 | 1.64% | — | -16.90% | |
| 29 | TT | Trane Technologies plc | 股票-工業 | 1.62% | -0.30% | -25.17% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | — | -10.93% | |
| 31 | IEX | Idex CORP | 股票-工業 | 1.60% | — | +7.66% | |
| 32 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 1.58% | -1.10% | EXIT | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.56% | -0.02% | +24.63% | |
| 34 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 1.54% | +0.28% | +29.81% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 1.54% | — | -10.77% | |
| 36 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.50% | +0.13% | +100691.53% | |
| 37 | ACN | Accenture plc | 股票-科技 | 1.47% | — | -5.53% | |
| 38 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.47% | -0.52% | — | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 1.43% | +0.20% | -23.54% | |
| 40 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.41% | -0.19% | +35.16% | |
| 41 | NOW | Servicenow Inc | 股票-科技 | 1.40% | -0.19% | -15.83% | |
| 42 | IR | Ingersoll-rand Inc | 股票-工業 | 1.40% | -0.24% | -15.65% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.38% | -0.31% | +0.78% | |
| 44 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.36% | — | +0.60% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 1.36% | -0.12% | +14.11% | |
| 46 | AME | Ametek Inc | 股票-工業 | 1.35% | +0.11% | +0.71% | |
| 47 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.32% | -0.31% | -14.52% | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 1.23% | -0.12% | +0.44% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.20% | — | +114508.61% | |
| 50 | DE | Deere & Co | 股票-工業 | 1.20% | +0.01% | +1.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | +1.5% | NEW | 新建倉 |
| 2 | KO | Coca-cola Co/the | +0.7% | +169574.49% | 加碼 |
| 3 | AVTR | Avantor Inc | +0.7% | +147220.35% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.5% | -10.93% | 減碼 |
| 5 | NICE | Nice LTD - Spon Adr | +0.4% | +0.78% | 加碼 |
| 6 | PEP | Pepsico Inc | +0.4% | +32.52% | 加碼 |
| 7 | MRSH | Marsh & Mclennan Cos | +0.4% | +35.16% | 加碼 |
| 8 | EW | Edwards Lifesciences CORP | +0.3% | +100739.71% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.3% | +1.33% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.3% | -0.04% | 減碼 |
| 11 | TRU | Transunion | +0.3% | +104813.58% | 加碼 |
| 12 | BIP | Brookfield Infrastructure Partners L.P. | +0.3% | +29.81% | 加碼 |
| 13 | ICLR | ICON Public Limited Company | +0.2% | +0.38% | 加碼 |
| 14 | IEX | Idex CORP | +0.2% | +7.66% | 加碼 |
| 15 | SBUX | Starbucks CORP | +0.2% | +122923.64% | 加碼 |
| 16 | TW | Tradeweb Markets Inc-class A | +0.2% | +0.72% | 加碼 |
| 17 | MCD | Mcdonald's CORP | +0.2% | +24.63% | 加碼 |
| 18 | MA | Mastercard Inc - A | +0.1% | +1.26% | 加碼 |
| 19 | NEE | Nextera Energy Inc | +0.1% | +114508.61% | 加碼 |
| 20 | TXN | Texas Instruments Inc | +0.1% | +14.11% | 加碼 |
| 21 | SNPS | Synopsys Inc | +0.1% | +0.18% | 加碼 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.13% | 加碼 |
| 23 | ROP | Roper Technologies Inc | +0.1% | +7.77% | 加碼 |
| 24 | AME | Ametek Inc | +0.1% | +0.71% | 加碼 |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.83% | 加碼 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | +0.66% | 加碼 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +1.36% | 加碼 |
| 28 | ARE | Alexandria Real Estate Equit | +0.1% | +10.03% | 加碼 |
| 29 | DHR | Danaher CORP | 0% | +0.60% | 加碼 |
| 30 | NXPI | NXP Semiconductors N.V. | — | -0.82% | 減碼 |
| 31 | A | Agilent Technologies Inc | — | +0.89% | 加碼 |
| 32 | ARCC | Ares Capital CORP | -0.1% | -18.55% | 減碼 |
| 33 | BEP | Brookfield Renewable Partners L.P. | -0.2% | +1.40% | 加碼 |
| 34 | AMT | American Tower CORP | -0.2% | +0.44% | 加碼 |
| 35 | NOW | Servicenow Inc | -0.2% | -15.83% | 減碼 |
| 36 | ACN | Accenture plc | -0.2% | -5.53% | 減碼 |
| 37 | TT | Trane Technologies plc | -0.3% | -25.17% | 減碼 |
| 38 | UNH | Unitedhealth Group Inc | -0.3% | +0.69% | 加碼 |
| 39 | JNJ | Johnson & Johnson | -0.3% | +575.47% | 加碼 |
| 40 | AVGO | Broadcom Inc | -0.3% | -23.54% | 減碼 |
| 41 | NKE | Nike Inc -cl B | -0.3% | +0.60% | 加碼 |
| 42 | AKX | Ansys Inc | -0.4% | -5.21% | 減碼 |
| 43 | BX | Blackstone Inc | -0.4% | -22.09% | 減碼 |
| 44 | SPGI | S&p Global Inc | -0.4% | -6.57% | 減碼 |
| 45 | HDB | Hdfc Bank Ltd-adr | -0.4% | +100691.53% | 加碼 |
| 46 | HUM | Humana Inc | -0.5% | +8.93% | 加碼 |
| 47 | INTU | Intuit Inc | -0.5% | -19.44% | 減碼 |
| 48 | ZTS | Zoetis Inc | -0.6% | -14.52% | 減碼 |
| 49 | ADBE | Adobe Inc | -0.6% | -10.77% | 減碼 |
| 50 | EL | Estee Lauder Companies-cl A | -1.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，CCLA Investment Management 在 Q1 2024 季度的美股持倉總市值約為 US$62.3億，共申報了 69 個公開持股部位。
在 Q1 2024 季度，CCLA Investment Management 按市值排列的前三大核心持股分別為：MSFT (4.5%)、AMZN (3.2%)、GOOG (2.6%)。其中最大持股部位 MSFT 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
ORLY
市值: US$9548.1萬
本季最大獲利了結 / 清倉標的
EL
前期市值: US$7271.5萬
在 Q1 2024 季度中，CCLA Investment Management 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 34 個部位、減碼 14 個部位以及清倉 1 個部位。 其中最大新建倉標的為 ORLY。 本季清倉部位包含 EL。
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。