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
59 檔
17.0%
在 Q4 2024 的 13F 官方備案中，CCLA Investment Management 管理的美股投資組合規模來到 US$62.3億，整體持股檔數為 59 檔。
觀察 Q4 2024 的資金脈絡，CCLA Investment Management 在獲利結算 8 檔個股的同時，將資本重新部署至 2 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，CCLA Investment Management 的前 5 大核心持股（包含 MSFT, AMZN, GOOG 等）合計佔整體申報市值的 17.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 4.36% | -0.44% | -0.73% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.94% | +0.27% | +2.22% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.33% | +1.40% | -2.36% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.73% | +0.04% | -5.03% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.47% | +0.20% | +907.83% | |
| 6 | SPGI | S&p Global Inc | 股票-金融 | 2.45% | +0.16% | -2.36% | |
| 7 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.44% | +0.10% | +22.68% | |
| 8 | CME | Cme Group Inc | 股票-金融 | 2.42% | -0.14% | +22.04% | |
| 9 | AKX | Ansys Inc | 股票-其他 | 2.39% | — | +11.88% | |
| 10 | ROP | Roper Technologies Inc | 股票-科技 | 2.36% | -0.27% | +4.30% | |
| 11 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 2.29% | — | -4.28% | |
| 12 | ICE | Intercontinental Exchange In | 股票-金融 | 2.21% | -0.28% | -11.62% | |
| 13 | SNPS | Synopsys Inc | 股票-科技 | 2.19% | -0.44% | +22.11% | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 2.19% | +0.28% | — | |
| 15 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.18% | -0.52% | -4.09% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 2.16% | -0.02% | -7.58% | |
| 17 | FTNT | Fortinet Inc | 股票-科技 | 2.16% | -0.40% | +4.26% | |
| 18 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 2.15% | — | +45.39% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.13% | +0.16% | +3.60% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 2.02% | +0.14% | +11.49% | |
| 21 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.96% | -0.31% | +21.78% | |
| 22 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.95% | +0.13% | +9.13% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.94% | — | +2.25% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.94% | -0.02% | +5.29% | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 1.90% | — | +4.85% | |
| 26 | NICE | Nice LTD - Spon Adr | 股票-科技 | 1.90% | — | +14.09% | |
| 27 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.85% | -0.19% | +10.52% | |
| 28 | SYK | Stryker CORP | 股票-醫療保健 | 1.79% | — | +4.73% | |
| 29 | AVTR | Avantor Inc | 股票-醫療保健 | 1.79% | — | +4.47% | |
| 30 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.78% | -0.13% | +21.13% | |
| 31 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.74% | -0.41% | — | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.73% | -0.31% | +12.39% | |
| 33 | TRU | Transunion | 股票-金融 | 1.68% | -0.13% | -37.89% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 1.60% | -0.12% | +4.32% | |
| 35 | DHR | Danaher CORP | 股票-醫療保健 | 1.60% | -0.01% | -5.96% | |
| 36 | IEX | Idex CORP | 股票-工業 | 1.58% | — | +10.10% | |
| 37 | ACN | Accenture plc | 股票-科技 | 1.49% | — | -4.99% | |
| 38 | TT | Trane Technologies plc | 股票-工業 | 1.49% | -0.30% | -13.39% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.48% | — | +5.02% | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 1.47% | -0.19% | -27.61% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 1.45% | — | +15.78% | |
| 42 | DE | Deere & Co | 股票-工業 | 1.44% | +0.01% | +11.18% | |
| 43 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.43% | +0.18% | -14.52% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.37% | — | -35.93% | |
| 45 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 1.30% | -1.10% | EXIT | |
| 46 | AMT | American Tower CORP | 股票-房地產 | 1.26% | -0.12% | +5.49% | |
| 47 | ILMN | Illumina Inc | 股票-醫療保健 | 1.13% | — | +20.53% | |
| 48 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.07% | -0.40% | — | |
| 49 | IR | Ingersoll-rand Inc | 股票-工業 | 1.03% | -0.24% | -6.09% | |
| 50 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 0.95% | -0.02% | +1.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AJG | Arthur J Gallagher & Co | +1.7% | NEW | 新建倉 |
| 2 | BXSL | Blackstone Secured Lending F | +1.1% | NEW | 新建倉 |
| 3 | FTNT | Fortinet Inc | +0.9% | +4.26% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.8% | +907.83% | 加碼 |
| 5 | CME | Cme Group Inc | +0.8% | +22.04% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.6% | +2.22% | 加碼 |
| 7 | NICE | Nice LTD - Spon Adr | +0.6% | +14.09% | 加碼 |
| 8 | KO | Coca-cola Co/the | +0.5% | +22.68% | 加碼 |
| 9 | AKX | Ansys Inc | +0.4% | +11.88% | 加碼 |
| 10 | ILMN | Illumina Inc | +0.4% | +20.53% | 加碼 |
| 11 | TW | Tradeweb Markets Inc-class A | +0.4% | -4.28% | 減碼 |
| 12 | V | Visa Inc-class A Shares | +0.4% | -5.03% | 減碼 |
| 13 | ABT | Abbott Laboratories | +0.4% | +12.39% | 加碼 |
| 14 | MCD | Mcdonald's CORP | +0.4% | +5.29% | 加碼 |
| 15 | BIP | Brookfield Infrastructure Partners L.P. | +0.4% | — | 不變 |
| 16 | DE | Deere & Co | +0.3% | +11.18% | 加碼 |
| 17 | ZTS | Zoetis Inc | +0.3% | +21.78% | 加碼 |
| 18 | UNP | Union Pacific CORP | +0.3% | +15.78% | 加碼 |
| 19 | MA | Mastercard Inc - A | +0.3% | -7.58% | 減碼 |
| 20 | SPGI | S&p Global Inc | +0.3% | -2.36% | 減碼 |
| 21 | IEX | Idex CORP | +0.2% | +10.10% | 加碼 |
| 22 | NVDA | Nvidia CORP | +0.2% | +2.25% | 加碼 |
| 23 | MRSH | Marsh & Mclennan Cos | +0.2% | +10.52% | 加碼 |
| 24 | ARCC | Ares Capital CORP | +0.2% | +31.61% | 加碼 |
| 25 | SYK | Stryker CORP | +0.2% | +4.73% | 加碼 |
| 26 | ORLY | O'reilly Automotive Inc | +0.2% | -4.09% | 減碼 |
| 27 | HDB | Hdfc Bank Ltd-adr | +0.2% | +9.13% | 加碼 |
| 28 | INTU | Intuit Inc | +0.2% | +11.49% | 加碼 |
| 29 | ACN | Accenture plc | +0.2% | -4.99% | 減碼 |
| 30 | ROP | Roper Technologies Inc | 0% | +4.30% | 加碼 |
| 31 | ICE | Intercontinental Exchange In | 0% | -11.62% | 減碼 |
| 32 | IR | Ingersoll-rand Inc | 0% | -6.09% | 減碼 |
| 33 | BEP | Brookfield Renewable Partners L.P. | 0% | +1.92% | 加碼 |
| 34 | NXPI | NXP Semiconductors N.V. | -0.1% | +21.13% | 加碼 |
| 35 | RMD | Resmed Inc | -0.1% | EXIT | 清倉 |
| 36 | A | Agilent Technologies Inc | -0.2% | -14.52% | 減碼 |
| 37 | ARE | Alexandria Real Estate Equit | -0.2% | +4.00% | 加碼 |
| 38 | MSFT | Microsoft CORP | -0.2% | -0.73% | 減碼 |
| 39 | DHR | Danaher CORP | -0.2% | -5.96% | 減碼 |
| 40 | ADBE | Adobe Inc | -0.3% | +4.85% | 加碼 |
| 41 | TRU | Transunion | -0.4% | -37.89% | 減碼 |
| 42 | HON | Honeywell International Inc | -0.5% | EXIT | 清倉 |
| 43 | AME | Ametek Inc | -0.6% | -52.16% | 減碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.6% | -35.93% | 減碼 |
| 45 | COST | Costco Wholesale CORP | -1.2% | EXIT | 清倉 |
| 46 | NKE | Nike Inc -cl B | -1.4% | EXIT | 清倉 |
| 47 | SBUX | Starbucks CORP | -1.8% | EXIT | 清倉 |
| 48 | HUM | Humana Inc | -1.8% | EXIT | 清倉 |
| 49 | PEP | Pepsico Inc | -1.8% | EXIT | 清倉 |
| 50 | EW | Edwards Lifesciences CORP | -2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，CCLA Investment Management 在 Q4 2024 季度的美股持倉總市值約為 US$62.3億，共申報了 59 個公開持股部位。
在 Q4 2024 季度，CCLA Investment Management 按市值排列的前三大核心持股分別為：MSFT (4.4%)、AMZN (3.9%)、GOOG (3.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.4% 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
AJG
市值: US$1.1億
本季最大獲利了結 / 清倉標的
EW
前期市值: US$1.3億
在 Q4 2024 季度中，CCLA Investment Management 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 14 個部位以及清倉 8 個部位。 其中最大新建倉標的為 AJG。 本季清倉部位包含 EW。
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。