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: 0001108969
申報總市值
US$7.8億
US$7.8億
195 檔
14.5%
在 Q3 2024 的 13F 官方備案中，Chatham Capital Group, Inc. 管理的美股投資組合規模來到 US$7.8億，整體持股檔數為 195 檔。
觀察 Q3 2024 的資金脈絡，Chatham Capital Group, Inc. 在獲利結算 3 檔個股的同時，將資本重新部署至 4 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 VB, NVDA, IAU）累計市值佔比達 14.5%，是驅動 Chatham Capital Group, Inc. 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 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.46% | -0.15% | +2.48% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.36% | +0.60% | -0.87% | |
| 3 | IAU | Ishares Gold Trust | ETF-避險與商品 | 3.23% | +0.08% | -0.38% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.13% | +0.42% | -0.50% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.25% | +0.05% | +0.29% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | +0.54% | -0.17% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.98% | -0.11% | -0.20% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.98% | +0.14% | -2.04% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.78% | +0.13% | -1.78% | |
| 10 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.74% | +0.04% | +2.98% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.67% | — | +0.39% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.57% | -0.57% | +0.91% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.50% | -0.11% | +0.29% | |
| 14 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.49% | -0.03% | +0.43% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.46% | +0.03% | +1.48% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.37% | -0.13% | -0.24% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.37% | +0.10% | +0.06% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.37% | -0.15% | -0.27% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | -0.03% | +2.60% | |
| 20 | AAON | Aaon Inc | 股票-工業 | 1.17% | -0.29% | +0.18% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.17% | -0.02% | +12.40% | |
| 22 | ICE | Intercontinental Exchange In | 股票-金融 | 1.15% | +0.13% | -0.06% | |
| 23 | AXP | American Express Co | 股票-金融 | 1.13% | -0.09% | +0.38% | |
| 24 | GEV | GE Vernova Inc | 股票-工業 | 1.10% | -0.63% | +0.81% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.09% | — | -0.59% | |
| 26 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.08% | -0.11% | -2.56% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.08% | — | +3.29% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.07% | -0.01% | +0.80% | |
| 29 | CRVL | Corvel CORP | 股票-其他 | 1.05% | +0.13% | +0.15% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.01% | +0.06% | +5.97% | |
| 31 | CACI | Caci International Inc -cl A | 股票-科技 | 0.98% | +0.02% | +0.13% | |
| 32 | NSIT | Insight Enterprises Inc | 股票-科技 | 0.98% | — | +0.22% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.96% | +0.01% | — | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.95% | -0.01% | -0.12% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.89% | -0.10% | -0.33% | |
| 36 | MATX | Matson Inc | 股票-工業 | 0.88% | +0.07% | +0.16% | |
| 37 | UFPT | Ufp Technologies Inc | 股票-其他 | 0.87% | +0.12% | -40.43% | |
| 38 | BEN | Franklin Resources Inc | 股票-金融 | 0.80% | -0.02% | — | |
| 39 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 0.76% | -0.06% | +0.21% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.74% | — | +4.15% | |
| 41 | GE | General Electric | 股票-工業 | 0.73% | -0.12% | -0.27% | |
| 42 | PSX | Phillips 66 | 股票-能源 | 0.73% | +0.33% | -0.34% | |
| 43 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.72% | — | — | |
| 44 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.72% | +0.13% | -0.13% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.71% | +0.02% | +0.26% | |
| 46 | PLUS | Eplus Inc | 股票-其他 | 0.70% | +0.08% | +0.16% | |
| 47 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 0.66% | -0.02% | +0.20% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.65% | +0.02% | +0.99% | |
| 49 | PSA | Public Storage | 股票-房地產 | 0.63% | -0.04% | -0.14% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.61% | -0.03% | -1.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HCI | Hci Group Inc | +0.5% | NEW | 新建倉 |
| 2 | GEV | GE Vernova Inc | +0.3% | +0.81% | 加碼 |
| 3 | NVEEUSD | Nv5 Global Inc | +0.3% | NEW | 新建倉 |
| 4 | VB | Vanguard Small-cap ETF | +0.2% | +2.48% | 加碼 |
| 5 | AMPH | Amphastar Pharmaceuticals In | +0.2% | NEW | 新建倉 |
| 6 | ABBV | Abbvie Inc | +0.2% | +12.40% | 加碼 |
| 7 | TJX | Tjx Companies Inc | +0.2% | +50.32% | 加碼 |
| 8 | CRVL | Corvel CORP | +0.2% | +0.15% | 加碼 |
| 9 | IAU | Ishares Gold Trust | +0.2% | -0.38% | 減碼 |
| 10 | AAON | Aaon Inc | +0.2% | +0.18% | 加碼 |
| 11 | LOB | Live Oak Bancshares Inc | +0.2% | +27.71% | 加碼 |
| 12 | MCD | Mcdonald's CORP | +0.1% | -0.24% | 減碼 |
| 13 | PLUS | Eplus Inc | +0.1% | +0.16% | 加碼 |
| 14 | LOW | Lowe's Cos Inc | +0.1% | -2.56% | 減碼 |
| 15 | AXP | American Express Co | +0.1% | +0.38% | 加碼 |
| 16 | GLDM | Spdr Gold Minishares Trust | +0.1% | +5.97% | 加碼 |
| 17 | IBTK | Ishares Ibonds Dec 2030 Trea | +0.1% | NEW | 新建倉 |
| 18 | ICE | Intercontinental Exchange In | +0.1% | -0.06% | 減碼 |
| 19 | ORCL | Oracle CORP | +0.1% | -0.12% | 減碼 |
| 20 | PSA | Public Storage | +0.1% | -0.14% | 減碼 |
| 21 | AAPL | Apple Inc | +0.1% | -0.50% | 減碼 |
| 22 | CACI | Caci International Inc -cl A | +0.1% | +0.13% | 加碼 |
| 23 | FBNC | First Bancorp/nc | +0.1% | +0.19% | 加碼 |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | +0.80% | 加碼 |
| 25 | HD | Home Depot Inc | +0.1% | -0.33% | 減碼 |
| 26 | GE | General Electric | +0.1% | -0.27% | 減碼 |
| 27 | SYBT | Stock Yards Bancorp Inc | +0.1% | -0.08% | 減碼 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | -0.27% | 減碼 |
| 29 | TMUS | T-mobile US Inc | +0.1% | — | 不變 |
| 30 | WMT | Walmart Inc | +0.1% | -0.37% | 減碼 |
| 31 | JNJ | Johnson & Johnson | +0.1% | +0.06% | 加碼 |
| 32 | LMAT | Lemaitre Vascular Inc | 0% | +0.21% | 加碼 |
| 33 | KO | Coca-cola Co/the | 0% | +0.26% | 加碼 |
| 34 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.20% | 減碼 |
| 35 | VEU | Vanguard Ftse All-world Ex-u | 0% | +1.48% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.91% | 加碼 |
| 37 | VV | Vanguard Large-cap ETF | 0% | +0.29% | 加碼 |
| 38 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +2.98% | 加碼 |
| 39 | IBTE | Ishares Ibonds Dec 2024 Term | -0.1% | -35.13% | 減碼 |
| 40 | QCOM | Qualcomm Inc | -0.2% | +4.15% | 加碼 |
| 41 | BEN | Franklin Resources Inc | -0.2% | — | 不變 |
| 42 | MYRG | Myr Group Inc/delaware | -0.2% | EXIT | 清倉 |
| 43 | GOOG | Alphabet Inc-cl C | -0.3% | +0.29% | 加碼 |
| 44 | MSFT | Microsoft CORP | -0.3% | -0.17% | 減碼 |
| 45 | NKE | Nike Inc -cl B | -0.3% | -63.06% | 減碼 |
| 46 | SLP | Simulations Plus Inc | -0.3% | EXIT | 清倉 |
| 47 | MRK | Merck & Co. Inc. | -0.4% | -26.92% | 減碼 |
| 48 | NVDA | Nvidia CORP | -0.4% | -0.87% | 減碼 |
| 49 | UFPT | Ufp Technologies Inc | -0.4% | -40.43% | 減碼 |
| 50 | WIREEUR | Encore Wire CORP | -0.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Chatham Capital Group, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$7.8億，共申報了 195 個公開持股部位。
在 Q3 2024 季度，Chatham Capital Group, Inc. 按市值排列的前三大核心持股分別為：VB (5.5%)、NVDA (4.4%)、IAU (3.2%)。其中最大持股部位 VB 佔據整體投資組合約 5.5% 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
HCI
市值: US$277.7萬
本季最大獲利了結 / 清倉標的
WIREEUR
前期市值: US$487.0萬
在 Q3 2024 季度中，Chatham Capital Group, Inc. 共進行了 48 項持倉異動，包含新建倉 4 個部位、加碼 22 個部位、減碼 19 個部位以及清倉 3 個部位。 其中最大新建倉標的為 HCI。 本季清倉部位包含 WIREEUR。
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。