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: 0001566475
申報總市值
US$827.3億
US$827.3億
2526 檔
8.7%
在 Q3 2024 的 13F 官方備案中，Cerity Partners LLC 管理的美股投資組合規模來到 US$827.3億，整體持股檔數為 2526 檔。
Q3 2024 數據顯示 Cerity Partners LLC 積極進場，新開立 3 個部位並同步加碼 181 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Cerity Partners LLC 的前 5 大核心持股（包含 VOO, AAPL, MSFT 等）合計佔整體申報市值的 8.7%，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 2526 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.06% | +0.05% | +0.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.74% | — | +18.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.04% | -0.28% | +16.84% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.62% | +0.03% | +8.48% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.44% | -0.17% | +2.06% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | +0.08% | +21.05% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.35% | +0.09% | +3.21% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.80% | — | +12.38% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.51% | -0.10% | +4.83% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.50% | — | +17.15% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.13% | +0.14% | +9.44% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.09% | -0.06% | +38.11% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.03% | -0.06% | +7.18% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | +0.11% | +14.11% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.95% | -0.11% | +30.68% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.93% | -0.03% | +10.05% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.92% | +0.10% | +12.63% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.03% | +13.98% | |
| 19 | CACC | Credit Acceptance CORP | 股票-其他 | 0.78% | — | +0.00% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.78% | -0.01% | +13.21% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.76% | +0.08% | +1047.67% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | +0.10% | -16.25% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.75% | -0.11% | +23.02% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | +0.04% | +11.47% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.66% | +0.05% | +14.06% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.04% | +16.92% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.61% | -0.01% | -1.54% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.60% | -0.01% | +14.25% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | +21.72% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.54% | -0.05% | +7.55% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.53% | -0.02% | +2.99% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.53% | +0.01% | +9.03% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | -0.06% | +9.96% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.19% | +11.82% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.48% | +0.06% | +2.50% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.48% | +0.08% | +2.63% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.48% | — | +3.15% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.47% | -0.04% | +21.94% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | +0.02% | +5.44% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.47% | -0.03% | +19.80% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.44% | -0.09% | +8.29% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.43% | -0.01% | +0.82% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.42% | -0.04% | -1.78% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.42% | — | +14.57% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | -0.03% | +9.10% | |
| 46 | IQLT | Ishares Msci International Q | ETF-其他 | 0.41% | +0.03% | +3.41% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.40% | -0.02% | +9.73% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.40% | -0.04% | +9.45% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.39% | +0.02% | +28.16% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.38% | -0.09% | +3.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +18.16% | 加碼 |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.2% | +38.11% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +30.68% | 加碼 |
| 4 | APH | Amphenol Corp-cl A | +0.1% | +484.03% | 加碼 |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +110.32% | 加碼 |
| 6 | MMM | 3m Co | +0.1% | +92.68% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.1% | +30.46% | 加碼 |
| 8 | OEF | Ishares S&p 100 ETF | +0.1% | +390.54% | 加碼 |
| 9 | HD | Home Depot Inc | +0.1% | +14.25% | 加碼 |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | +14.06% | 加碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +16.92% | 加碼 |
| 12 | BSV | Vanguard Short-term Bond ETF | +0.1% | +37.38% | 加碼 |
| 13 | SCHF | Schwab Intl Equity ETF | +0.1% | +39.05% | 加碼 |
| 14 | TSLA | Tesla Inc | +0.1% | +29.82% | 加碼 |
| 15 | PWR | Quanta Services Inc | +0.1% | +165.15% | 加碼 |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +1451.72% | 加碼 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +23.02% | 加碼 |
| 18 | VO | Vanguard Mid-cap ETF | +0.1% | +28.16% | 加碼 |
| 19 | ABBV | Abbvie Inc | +0.1% | +22.69% | 加碼 |
| 20 | AVEM | Avantis Emerging Markets Eq | +0.1% | +31.14% | 加碼 |
| 21 | CB | Chubb Limited | +0.1% | +37.52% | 加碼 |
| 22 | BLDR | Builders Firstsource Inc | +0.1% | +77.32% | 加碼 |
| 23 | ✓ | On Holding AG | +0.1% | +189.92% | 加碼 |
| 24 | V | Visa Inc-class A Shares | 0% | +21.72% | 加碼 |
| 25 | VGIT | Vanguard Intermediate-term T | 0% | +29.14% | 加碼 |
| 26 | NEE | Nextera Energy Inc | 0% | +19.66% | 加碼 |
| 27 | SPGI | S&p Global Inc | 0% | +23.59% | 加碼 |
| 28 | TDW | Tidewater Inc | 0% | +173.41% | 加碼 |
| 29 | FLG | Flagstar Bank NA | 0% | NEW | 新建倉 |
| 30 | CRM | Salesforce Inc | 0% | +20.40% | 加碼 |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | +20.36% | 加碼 |
| 32 | NOW | Servicenow Inc | 0% | +23.45% | 加碼 |
| 33 | NFLX | Netflix Inc | 0% | +43.26% | 加碼 |
| 34 | C | Citigroup Inc | 0% | +59.33% | 加碼 |
| 35 | BMY | Bristol-myers Squibb Co | 0% | +38.87% | 加碼 |
| 36 | CTAS | Cintas CORP | 0% | +464.76% | 加碼 |
| 37 | PGR | Progressive CORP | 0% | +50.46% | 加碼 |
| 38 | LOW | Lowe's Cos Inc | 0% | +19.03% | 加碼 |
| 39 | JEF | Jefferies Financial Group In | 0% | +119.76% | 加碼 |
| 40 | PH | Parker Hannifin CORP | 0% | +44.92% | 加碼 |
| 41 | GLDM | Spdr Gold Minishares Trust | 0% | +50.83% | 加碼 |
| 42 | RDNT | Radnet Inc | 0% | +131.41% | 加碼 |
| 43 | WFG | West Fraser Timber Co LTD | 0% | +127.96% | 加碼 |
| 44 | TT | Trane Technologies plc | 0% | +40.36% | 加碼 |
| 45 | WLK | Westlake CORP | 0% | +128.45% | 加碼 |
| 46 | AVGO | Broadcom Inc | 0% | +1047.67% | 加碼 |
| 47 | SCHP | Schwab U.s. Tips ETF | 0% | +19.80% | 加碼 |
| 48 | RSP | Invesco S&p 500 Equal Weight | 0% | +16.26% | 加碼 |
| 49 | WMT | Walmart Inc | 0% | +7.75% | 加碼 |
| 50 | MCD | Mcdonald's CORP | 0% | +6.66% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Cerity Partners LLC 在 Q3 2024 季度的美股持倉總市值約為 US$827.3億，共申報了 2526 個公開持股部位。
在 Q3 2024 季度，Cerity Partners LLC 按市值排列的前三大核心持股分別為：VOO (4.1%)、AAPL (3.7%)、MSFT (3.0%)。其中最大持股部位 VOO 佔據整體投資組合約 4.1% 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
FLG
市值: US$1666.3萬
本季最大獲利了結 / 清倉標的
AMKUSD
前期市值: US$2094.1萬
在 Q3 2024 季度中，Cerity Partners LLC 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 181 個部位、減碼 14 個部位以及清倉 2 個部位。 其中最大新建倉標的為 FLG。 本季清倉部位包含 AMKUSD。
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。