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: 0001079397
申報總市值
US$1.3億
US$1.3億
526 檔
25.9%
根據最新整理的 13F 季度數據集，Chesapeake Asset Management LLC 於 Q3 2024 結束時的管理資產規模為 US$1.3億。該機構在本季度申報了 526 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Chesapeake Asset Management LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 23 個既有持股進行加碼（合計增持 27 檔），相較減碼與清倉部位顯著佔優。
整體而言，Chesapeake Asset Management LLC 的前 5 大持股（包含 MSFT, LLY, AAPL）貢獻了組合市值的 25.9%，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 526 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 | MSFT | Microsoft CORP | 股票-科技 | 8.96% | -0.10% | +0.29% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 7.38% | +2.02% | +0.28% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.17% | +0.51% | -5.94% | |
| 4 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 3.60% | -0.59% | -6.92% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.37% | +0.34% | +0.65% | |
| 6 | LMT | Lockheed Martin CORP | 股票-工業 | 3.23% | -0.21% | -0.14% | |
| 7 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.85% | +0.13% | -9.29% | |
| 8 | AFL | Aflac Inc | 股票-金融 | 2.74% | +0.06% | — | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.62% | +0.08% | +720.46% | |
| 10 | R | Ryder System Inc | 股票-工業 | 2.45% | +0.59% | — | |
| 11 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.20% | -0.39% | +1.19% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.12% | -0.95% | -1.35% | |
| 13 | GGAL | Grupo Financiero Galicia-adr | 股票-其他 | 2.11% | -0.99% | -39.72% | |
| 14 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.83% | -1.17% | +47.80% | |
| 15 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.76% | — | -0.51% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.75% | +0.10% | +0.09% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.74% | +0.15% | +933.81% | |
| 18 | J | Jacobs Solutions Inc | 股票-工業 | 1.67% | -0.04% | -2.00% | |
| 19 | BMA | Banco Macro Sa-adr | 股票-其他 | 1.50% | -0.32% | -30.06% | |
| 20 | MAS | Masco CORP | 股票-工業 | 1.48% | — | -16.49% | |
| 21 | UL | Unilever PLC | 股票-非循環性消費 | 1.44% | — | -1.54% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.38% | +1.27% | +14.54% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.11% | +0.13% | +1.54% | |
| 24 | SPG | Simon Property Group Inc | 股票-房地產 | 1.06% | -0.68% | +0.07% | |
| 25 | BBAR | Bbva Argentina Sa-adr | 股票-其他 | 1.01% | -0.63% | -32.56% | |
| 26 | RTX | Rtx CORP | 股票-工業 | 0.98% | -0.07% | -4.23% | |
| 27 | GWRE | Guidewire Software Inc | 股票-科技 | 0.91% | — | — | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.87% | +0.22% | +36.68% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.83% | -0.21% | — | |
| 30 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.75% | -0.01% | +27.63% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.74% | -0.23% | -7.67% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.72% | +0.06% | -7.39% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | -0.02% | +1.55% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.22% | +8.08% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.02% | -42.52% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.64% | -0.04% | +496.29% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.64% | -0.15% | +4.07% | |
| 38 | WMB | Williams Cos Inc | 股票-能源 | 0.62% | — | +20.88% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | -0.08% | -1.04% | |
| 40 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.61% | -0.02% | — | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.60% | +0.32% | -0.19% | |
| 42 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.59% | -0.11% | EXIT | |
| 43 | PAM | Pampa Energia Sa-spon Adr | 股票-其他 | 0.58% | -0.48% | — | |
| 44 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.55% | -0.13% | +27.53% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.55% | -0.04% | — | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.55% | +0.04% | +5.41% | |
| 47 | O | Realty Income CORP | 股票-房地產 | 0.54% | -0.02% | EXIT | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.50% | +0.05% | +3.50% | |
| 49 | YPF | Ypf S.a.-sponsored Adr | 股票-其他 | 0.50% | -0.76% | — | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.49% | -0.01% | +0.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.3% | +720.46% | 加碼 |
| 2 | GLD | Spdr Gold Shares | +0.6% | +47.80% | 加碼 |
| 3 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.5% | +496.29% | 加碼 |
| 4 | SONY | Sony Group CORP - Sp Adr | +0.5% | +469.67% | 加碼 |
| 5 | LMT | Lockheed Martin CORP | +0.4% | -0.14% | 減碼 |
| 6 | AFL | Aflac Inc | +0.3% | — | 不變 |
| 7 | IBM | Intl Business Machines CORP | +0.3% | +0.09% | 加碼 |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +2962.39% | 加碼 |
| 9 | AMD | Advanced Micro Devices | +0.2% | +36.68% | 加碼 |
| 10 | MDLZ | Mondelez International Inc-a | +0.2% | +27.63% | 加碼 |
| 11 | HPQ | Hp Inc | +0.2% | +368.76% | 加碼 |
| 12 | T | At&t Inc | +0.2% | +729.84% | 加碼 |
| 13 | R | Ryder System Inc | +0.2% | — | 不變 |
| 14 | GWRE | Guidewire Software Inc | +0.2% | — | 不變 |
| 15 | PPL | Ppl CORP | +0.2% | +97.00% | 加碼 |
| 16 | TRV | Travelers Cos Inc/the | +0.1% | +27.53% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +46.18% | 加碼 |
| 18 | PAM | Pampa Energia Sa-spon Adr | +0.1% | — | 不變 |
| 19 | WMB | Williams Cos Inc | +0.1% | +20.88% | 加碼 |
| 20 | ADP | Automatic Data Processing | +0.1% | +20.72% | 加碼 |
| 21 | MCD | Mcdonald's CORP | +0.1% | +4.07% | 加碼 |
| 22 | UL | Unilever PLC | +0.1% | -1.54% | 減碼 |
| 23 | ABBV | Abbvie Inc | +0.1% | +1.54% | 加碼 |
| 24 | RTX | Rtx CORP | +0.1% | -4.23% | 減碼 |
| 25 | AVGO | Broadcom Inc | 0% | +933.81% | 加碼 |
| 26 | SPG | Simon Property Group Inc | 0% | +0.07% | 加碼 |
| 27 | AMZN | Amazon.com Inc | 0% | +14.54% | 加碼 |
| 28 | SPOT | Spotify Technology S.A. | 0% | -6.92% | 減碼 |
| 29 | ABT | Abbott Laboratories | -0.1% | -91.61% | 減碼 |
| 30 | SMCIUSD | Super Micro Computer Inc | -0.2% | -99.47% | 減碼 |
| 31 | JPM | Jpmorgan Chase & Co | -0.2% | +0.65% | 加碼 |
| 32 | EG | Everest Group, Ltd. | -0.2% | -50.00% | 減碼 |
| 33 | FCX | Freeport-mcmoran Inc | -0.2% | -96.46% | 減碼 |
| 34 | HOOD | Robinhood Markets Inc - A | -0.3% | -99.32% | 減碼 |
| 35 | J | Jacobs Solutions Inc | -0.3% | -2.00% | 減碼 |
| 36 | AAPL | Apple Inc | -0.4% | -5.94% | 減碼 |
| 37 | ORCL | Oracle CORP | -0.4% | -42.52% | 減碼 |
| 38 | BBAR | Bbva Argentina Sa-adr | -0.5% | -32.56% | 減碼 |
| 39 | BMA | Banco Macro Sa-adr | -0.6% | -30.06% | 減碼 |
| 40 | GGAL | Grupo Financiero Galicia-adr | -0.7% | -39.72% | 減碼 |
| 41 | LLY | Eli Lilly & Co | -0.9% | +0.28% | 加碼 |
| 42 | MRK | Merck & Co. Inc. | -0.9% | -9.29% | 減碼 |
| 43 | MSFT | Microsoft CORP | -1.3% | +0.29% | 加碼 |
| 44 | BCBUSD | Primo Water CORP | — | NEW | 新建倉 |
| 45 | AMTM | Amentum Holdings Inc | — | NEW | 新建倉 |
| 46 | THD | Ishares Msci Thailand ETF | — | NEW | 新建倉 |
| 47 | ✓ | Ishares Tr | — | EXIT | 清倉 |
| 48 | MGM | Mgm Resorts International | — | EXIT | 清倉 |
| 49 | LVS | Las Vegas Sands CORP | — | EXIT | 清倉 |
| 50 | BN | Brookfield CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Chesapeake Asset Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.3億，共申報了 526 個公開持股部位。
在 Q3 2024 季度，Chesapeake Asset Management LLC 按市值排列的前三大核心持股分別為：MSFT (9.0%)、LLY (7.4%)、AAPL (6.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.0% 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
BCBUSD
市值: US$52.1萬
本季最大獲利了結 / 清倉標的
ISHARES TR
前期市值: US$30.8萬
在 Q3 2024 季度中，Chesapeake Asset Management LLC 共進行了 46 項持倉異動，包含新建倉 4 個部位、加碼 23 個部位、減碼 16 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BCBUSD。 本季清倉部位包含 ISHARES TR。
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。