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: 0002020066
申報總市值
US$9.5億
US$9.5億
861 檔
15.1%
根據最新整理的 13F 季度數據集，Central Pacific Bank - Trust Division 於 Q3 2024 結束時的管理資產規模為 US$9.5億。該機構在本季度申報了 861 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Central Pacific Bank - Trust Division 展現出較為審慎的避險與獲利了結姿態。本季共減碼 21 個部位並完全清倉 10 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Central Pacific Bank - Trust Division 的前 5 大持股（包含 IVV, MSFT, SPY）貢獻了組合市值的 15.1%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 861 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.07% | +0.47% | -8.54% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | +0.90% | -7.09% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.89% | +0.14% | +0.63% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.68% | +0.42% | -12.91% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | +0.33% | -7.70% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.14% | +0.02% | -11.20% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.04% | — | +10.60% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.26% | +0.10% | -20.28% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | +0.03% | +41.86% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.18% | -0.05% | -6.84% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.04% | — | -1.03% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | +0.30% | -18.02% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.96% | -0.24% | -1.71% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.86% | -0.17% | -5.16% | |
| 15 | PGR | Progressive CORP | 股票-金融 | 0.86% | -0.01% | +4.71% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | -0.04% | -10.50% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.79% | +0.03% | -12.23% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | -0.03% | -40.46% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.71% | -0.01% | -0.23% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | +0.02% | +0.49% | |
| 21 | AXP | American Express Co | 股票-金融 | 0.66% | -0.15% | -13.18% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.58% | EXIT | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.66% | -0.11% | +60.19% | |
| 24 | UTWO | F/m US Treasury 2 Year Note | ETF-政府公債 | 0.61% | — | — | |
| 25 | UBER | Uber Technologies Inc | 股票-工業 | 0.61% | -0.03% | +10.22% | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.61% | +0.05% | -15.40% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.61% | +0.01% | -24.84% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.57% | — | -0.80% | |
| 29 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.54% | -0.03% | -0.10% | |
| 30 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.53% | -0.01% | +18.46% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | +0.01% | -6.18% | |
| 32 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.52% | -0.07% | -2.04% | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.51% | +0.03% | +3.06% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | +0.02% | +0.06% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.49% | +0.07% | -12.52% | |
| 36 | NSC | Norfolk Southern CORP | 股票-工業 | 0.48% | -0.02% | +0.99% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.48% | -0.04% | +0.97% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.47% | — | -0.47% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.47% | -0.01% | -2.20% | |
| 40 | FIS | Fidelity National Info Serv | 股票-科技 | 0.47% | -0.01% | -0.45% | |
| 41 | BLKCHF | Blackrock Inc | 股票-其他 | 0.46% | — | +0.10% | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 0.46% | -0.01% | +0.68% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.46% | -0.01% | +1.07% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.01% | +0.36% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.44% | — | -36.03% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.43% | — | +0.03% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.43% | +0.06% | -17.22% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.14% | EXIT | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.42% | — | -16.79% | |
| 50 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.42% | -0.03% | -0.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UTWO | F/m US Treasury 2 Year Note | +0.6% | NEW | 新建倉 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +41.86% | 加碼 |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +10.60% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +0.63% | 加碼 |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +60.19% | 加碼 |
| 6 | SDVY | First Trust Smid Cap Rising | +0.3% | NEW | 新建倉 |
| 7 | PGR | Progressive CORP | +0.2% | +4.71% | 加碼 |
| 8 | ORCL | Oracle CORP | +0.2% | +65.19% | 加碼 |
| 9 | IYR | Ishares US Real Estate ETF | +0.2% | NEW | 新建倉 |
| 10 | KKR | Kkr & Co Inc | +0.2% | +105.57% | 加碼 |
| 11 | HD | Home Depot Inc | +0.2% | +85.32% | 加碼 |
| 12 | APD | Air Products & Chemicals Inc | +0.2% | +18.46% | 加碼 |
| 13 | CEG | Constellation Energy | +0.2% | +618.48% | 加碼 |
| 14 | ALL | Allstate CORP | +0.2% | +97.63% | 加碼 |
| 15 | GE | General Electric | +0.2% | +91.84% | 加碼 |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | +34.02% | 加碼 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | -8.54% | 減碼 |
| 18 | ICVT | Ishares Convertible Bond ETF | +0.1% | +31.46% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.1% | +1179.94% | 加碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建倉 |
| 21 | NVDA | Nvidia CORP | -0.1% | -7.70% | 減碼 |
| 22 | DGRO | Ishares Core Dividend Growth | -0.1% | -24.84% | 減碼 |
| 23 | MRK | Merck & Co. Inc. | -0.1% | -16.79% | 減碼 |
| 24 | INTU | Intuit Inc | -0.1% | -22.92% | 減碼 |
| 25 | MORN | Morningstar Inc | -0.1% | EXIT | 清倉 |
| 26 | SNPS | Synopsys Inc | -0.1% | EXIT | 清倉 |
| 27 | MDY | State Street Spdr S&p Midcap | -0.1% | EXIT | 清倉 |
| 28 | CACI | Caci International Inc -cl A | -0.1% | -87.55% | 減碼 |
| 29 | MSCI | Msci Inc | -0.1% | -94.55% | 減碼 |
| 30 | AVY | Avery Dennison CORP | -0.1% | EXIT | 清倉 |
| 31 | TYL | Tyler Technologies Inc | -0.1% | -90.96% | 減碼 |
| 32 | TFLO | Ishares Treasury Floating Ra | -0.1% | -41.48% | 減碼 |
| 33 | HEI | Heico CORP | -0.1% | EXIT | 清倉 |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -51.75% | 減碼 |
| 35 | GDDY | Godaddy Inc - Class A | -0.1% | EXIT | 清倉 |
| 36 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -20.28% | 減碼 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | -10.50% | 減碼 |
| 38 | WFC | Wells Fargo & Co | -0.2% | -28.96% | 減碼 |
| 39 | CASY | Casey's General Stores Inc | -0.2% | EXIT | 清倉 |
| 40 | SCHW | Schwab (charles) CORP | -0.2% | -15.40% | 減碼 |
| 41 | CSL | Carlisle Cos Inc | -0.2% | EXIT | 清倉 |
| 42 | MSFT | Microsoft CORP | -0.2% | -7.09% | 減碼 |
| 43 | BRO | Brown & Brown Inc | -0.2% | -95.91% | 減碼 |
| 44 | FLOT | Ishares Floating Rate Bond E | -0.2% | -36.03% | 減碼 |
| 45 | WRB | Wr Berkley CORP | -0.2% | EXIT | 清倉 |
| 46 | AMZN | Amazon.com Inc | -0.2% | -11.20% | 減碼 |
| 47 | V | Visa Inc-class A Shares | -0.2% | -51.22% | 減碼 |
| 48 | TEL | TE Connectivity plc | -0.2% | EXIT | 清倉 |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | -0.5% | -76.00% | 減碼 |
| 50 | GOOG | Alphabet Inc-cl C | -0.5% | -40.46% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Central Pacific Bank - Trust Division 在 Q3 2024 季度的美股持倉總市值約為 US$9.5億，共申報了 861 個公開持股部位。
在 Q3 2024 季度，Central Pacific Bank - Trust Division 按市值排列的前三大核心持股分別為：IVV (7.1%)、MSFT (3.3%)、SPY (2.9%)。其中最大持股部位 IVV 佔據整體投資組合約 7.1% 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
UTWO
市值: US$485.9萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$204.3萬
在 Q3 2024 季度中，Central Pacific Bank - Trust Division 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 15 個部位、減碼 21 個部位以及清倉 10 個部位。 其中最大新建倉標的為 UTWO。 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。