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
197 檔
15.2%
Q4 2024 季度申報顯示，Chatham Capital Group, Inc. 揭露的美股組合總市值為 US$7.8億，涵蓋 197 個不同之權益投資部位。
Chatham Capital Group, Inc. 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 92 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Chatham Capital Group, Inc. 的前 5 大持股（包含 VB, NVDA, AAPL）貢獻了組合市值的 15.2%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | 5.67% | -0.15% | +1.86% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.68% | +0.60% | -3.49% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.37% | +0.42% | -0.54% | |
| 4 | IAU | Ishares Gold Trust | ETF-避險與商品 | 3.31% | +0.08% | +2.31% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.37% | +0.05% | +2.18% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | +0.54% | +0.19% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.09% | +0.14% | -0.90% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.94% | -0.11% | -1.41% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.85% | +0.13% | -1.61% | |
| 10 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.72% | +0.04% | +0.28% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.71% | -0.11% | -0.86% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.65% | — | -1.34% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.58% | -0.57% | -2.17% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.51% | -0.15% | -1.29% | |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 1.48% | -0.03% | -0.24% | |
| 16 | GEV | GE Vernova Inc | 股票-工業 | 1.42% | -0.63% | -0.83% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.33% | +0.03% | -0.72% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.29% | -0.13% | -1.78% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.26% | -0.09% | +1.85% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.21% | +0.10% | -1.67% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.20% | -0.03% | +1.33% | |
| 22 | AAON | Aaon Inc | 股票-工業 | 1.17% | -0.29% | -9.20% | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.08% | +0.06% | +6.50% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.07% | +0.13% | -0.11% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.07% | -0.02% | +1.00% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | — | +0.03% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.05% | — | -2.79% | |
| 28 | CRVL | Corvel CORP | 股票-其他 | 1.02% | +0.13% | +182.38% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.99% | -0.11% | -0.18% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.94% | -0.01% | +0.16% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.94% | -0.01% | +0.54% | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.92% | +0.01% | -2.96% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.87% | -0.10% | +0.52% | |
| 34 | MATX | Matson Inc | 股票-工業 | 0.83% | +0.07% | -1.05% | |
| 35 | BEN | Franklin Resources Inc | 股票-金融 | 0.79% | -0.02% | -1.92% | |
| 36 | CACI | Caci International Inc -cl A | 股票-科技 | 0.78% | +0.02% | -2.05% | |
| 37 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.76% | — | -1.38% | |
| 38 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 0.73% | -0.06% | -3.14% | |
| 39 | NSIT | Insight Enterprises Inc | 股票-科技 | 0.69% | — | -0.52% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.69% | — | +1.89% | |
| 41 | CBZ | Cbiz Inc | 股票-其他 | 0.69% | -0.24% | EXIT | |
| 42 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.68% | +0.13% | -0.76% | |
| 43 | GE | General Electric | 股票-工業 | 0.68% | -0.12% | +4.03% | |
| 44 | UFPT | Ufp Technologies Inc | 股票-其他 | 0.67% | +0.12% | -1.43% | |
| 45 | WMT | Walmart Inc | 股票-非循環性消費 | 0.65% | -0.05% | -0.18% | |
| 46 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 0.65% | -0.02% | -4.59% | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.63% | +0.33% | -1.47% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | +0.02% | -1.13% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.02% | -0.19% | |
| 50 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.59% | -0.05% | +0.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VITL | Vital Farms Inc | +0.4% | NEW | 新建倉 |
| 2 | GEV | GE Vernova Inc | +0.3% | -0.83% | 減碼 |
| 3 | NVDA | Nvidia CORP | +0.3% | -3.49% | 減碼 |
| 4 | AAPL | Apple Inc | +0.2% | -0.54% | 減碼 |
| 5 | SNEX | Stonex Group Inc | +0.2% | +35.14% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -0.86% | 減碼 |
| 7 | VB | Vanguard Small-cap ETF | +0.2% | +1.86% | 加碼 |
| 8 | BBSI | Barrett Business Svcs Inc | +0.2% | NEW | 新建倉 |
| 9 | AESI | Atlas Energy Solutions Inc | +0.2% | NEW | 新建倉 |
| 10 | CSCO | Cisco Systems Inc | +0.1% | -1.29% | 減碼 |
| 11 | AXP | American Express Co | +0.1% | +1.85% | 加碼 |
| 12 | CBZ | Cbiz Inc | +0.1% | -1.06% | 減碼 |
| 13 | VV | Vanguard Large-cap ETF | +0.1% | +2.18% | 加碼 |
| 14 | MTRN | Materion CORP | +0.1% | +47.05% | 加碼 |
| 15 | VGT | Vanguard Info Tech ETF | +0.1% | -0.90% | 減碼 |
| 16 | MS | Morgan Stanley | +0.1% | +3.41% | 加碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -0.19% | 減碼 |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | +0.21% | 加碼 |
| 19 | IAU | Ishares Gold Trust | +0.1% | +2.31% | 加碼 |
| 20 | KMI | Kinder Morgan, Inc. | +0.1% | NEW | 新建倉 |
| 21 | AVGO | Broadcom Inc | +0.1% | +1.98% | 加碼 |
| 22 | T | At&t Inc | +0.1% | NEW | 新建倉 |
| 23 | WMT | Walmart Inc | +0.1% | -0.18% | 減碼 |
| 24 | GLDM | Spdr Gold Minishares Trust | +0.1% | +6.50% | 加碼 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.61% | 減碼 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +62.07% | 加碼 |
| 27 | SYBT | Stock Yards Bancorp Inc | +0.1% | -5.14% | 減碼 |
| 28 | HON | Honeywell International Inc | +0.1% | -0.24% | 減碼 |
| 29 | TSLA | Tesla Inc | 0% | NEW | 新建倉 |
| 30 | TMUS | T-mobile US Inc | 0% | -1.38% | 減碼 |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | NEW | 新建倉 |
| 32 | INTU | Intuit Inc | 0% | NEW | 新建倉 |
| 33 | AMZN | Amazon.com Inc | 0% | +0.84% | 加碼 |
| 34 | MA | Mastercard Inc - A | 0% | +0.43% | 加碼 |
| 35 | HCI | Hci Group Inc | 0% | -1.85% | 減碼 |
| 36 | OSIS | Osi Systems Inc | 0% | -1.89% | 減碼 |
| 37 | GS | Goldman Sachs Group Inc | 0% | +8.39% | 加碼 |
| 38 | EQT | Eqt CORP | 0% | -6.04% | 減碼 |
| 39 | V | Visa Inc-class A Shares | 0% | -5.64% | 減碼 |
| 40 | VZ | Verizon Communications Inc | 0% | +89.42% | 加碼 |
| 41 | EPD | Enterprise Products Partners | 0% | +0.05% | 加碼 |
| 42 | CRAI | Cra International Inc | 0% | -1.21% | 減碼 |
| 43 | MGRC | Mcgrath Rentcorp | 0% | -1.22% | 減碼 |
| 44 | FBNC | First Bancorp/nc | 0% | -1.98% | 減碼 |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | — | 不變 |
| 46 | TJX | Tjx Companies Inc | 0% | +0.56% | 加碼 |
| 47 | BMY | Bristol-myers Squibb Co | 0% | +0.93% | 加碼 |
| 48 | ABT | Abbott Laboratories | 0% | +10.14% | 加碼 |
| 49 | RLI | Rli CORP | 0% | -1.87% | 減碼 |
| 50 | ✓ | Csg Systems International In | 0% | -1.88% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Chatham Capital Group, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$7.8億，共申報了 197 個公開持股部位。
在 Q4 2024 季度，Chatham Capital Group, Inc. 按市值排列的前三大核心持股分別為：VB (5.7%)、NVDA (4.7%)、AAPL (3.4%)。其中最大持股部位 VB 佔據整體投資組合約 5.7% 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
VITL
市值: US$259.0萬
本季最大獲利了結 / 清倉標的
IBTE
前期市值: US$109.6萬
在 Q4 2024 季度中，Chatham Capital Group, Inc. 共進行了 149 項持倉異動，包含新建倉 9 個部位、加碼 48 個部位、減碼 85 個部位以及清倉 7 個部位。 其中最大新建倉標的為 VITL。 本季清倉部位包含 IBTE。
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。