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: 0001849561
申報總市值
US$6.1億
US$6.1億
231 檔
18.6%
在 Q3 2024 的 13F 官方備案中，Childress Capital Advisors, LLC 管理的美股投資組合規模來到 US$6.1億，整體持股檔數為 231 檔。
Childress Capital Advisors, LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 21 檔股票的新建倉與 103 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Childress Capital Advisors, LLC 的前 5 大核心持股（包含 FDVV, XOM, JEPI 等）合計佔整體申報市值的 18.6%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
VYM
市值: US$533.4萬
本季最大獲利了結 / 清倉標的
CALF
前期市值: US$104.4萬
僅顯示前 200 大持股（共 231 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 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 10.39% | — | +38.52% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 7.06% | -1.91% | -10.91% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 5.53% | -0.22% | +5.12% | |
| 4 | COP | Conocophillips | 股票-能源 | 4.09% | -0.83% | +0.05% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.62% | -0.69% | -1.04% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.24% | +0.02% | +0.60% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.13% | +0.01% | +0.31% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -0.22% | +1.54% | |
| 9 | ET | Energy Transfer LP | 股票-能源 | 2.89% | -0.19% | +4.41% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.31% | +0.01% | +4.60% | |
| 11 | VNSE | Natixis Vaughn Nelson Select | ETF-其他 | 1.75% | — | -70.19% | |
| 12 | MAIN | Main Street Capital CORP | 股票-金融 | 1.58% | -0.61% | — | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.56% | +0.12% | +2.60% | |
| 14 | EPD | Enterprise Products Partners | 股票-能源 | 1.50% | -0.13% | -0.31% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.48% | -0.01% | +14.45% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.44% | -0.22% | — | |
| 17 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 1.31% | +0.05% | +10.78% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.24% | +0.12% | +0.69% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | +0.35% | -0.46% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.06% | +0.17% | — | |
| 21 | SPUS | Sp Funds S&p Sharia Indu Exc | ETF-其他 | 1.03% | +0.05% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | -0.07% | +2.30% | |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.00% | +0.04% | +16.68% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.98% | +0.06% | +4.69% | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.92% | — | — | |
| 26 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.79% | -0.29% | +0.05% | |
| 27 | MPLX | Mplx LP | 股票-能源 | 0.76% | -0.08% | +3.75% | |
| 28 | TRGP | Targa Resources CORP | 股票-能源 | 0.71% | -0.05% | -48.17% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +0.07% | +978.99% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.62% | — | — | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.59% | -0.13% | +7.40% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | +0.14% | +4.49% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.57% | +0.04% | +14.70% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.57% | +0.15% | +15.91% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.56% | -0.02% | — | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | +0.08% | -2.91% | |
| 37 | SPSK | Sp Funds Dow Jones Global Su | ETF-其他 | 0.50% | -0.02% | — | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.48% | +0.06% | +24.65% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | -0.07% | +2.61% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.02% | -0.28% | |
| 41 | DVN | Devon Energy CORP | 股票-能源 | 0.44% | -0.04% | -3.27% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | -0.05% | +1.67% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | — | +1.86% | |
| 44 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.40% | -0.02% | -63.90% | |
| 45 | SHEL | Shell Plc-adr | 股票-能源 | 0.38% | — | -0.10% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.38% | -0.04% | +0.50% | |
| 47 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地產 | 0.37% | — | +10.70% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.36% | -0.07% | +2.22% | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.35% | -0.02% | +1.86% | |
| 50 | PFE | Pfizer Inc | 股票-醫療保健 | 0.35% | -0.04% | -2.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FDVV | Fidelity High Dividend ETF | +3.2% | +38.52% | 加碼 |
| 2 | VYM | Vanguard High Dvd Yield ETF | +1.4% | NEW | 新建倉 |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +1.1% | NEW | 新建倉 |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.9% | NEW | 新建倉 |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +5.12% | 加碼 |
| 6 | AVUV | Avantis US Small Cap Value | +0.2% | NEW | 新建倉 |
| 7 | AAPL | Apple Inc | +0.2% | +0.60% | 加碼 |
| 8 | TSLA | Tesla Inc | +0.2% | +15.91% | 加碼 |
| 9 | DSI | Ishares Esg Msci Kld 400 ETF | +0.2% | +16.68% | 加碼 |
| 10 | JPST | Jpmorgan Ultra-short Income | +0.1% | +14.45% | 加碼 |
| 11 | BP | Bp Plc-spons Adr | +0.1% | NEW | 新建倉 |
| 12 | UNH | Unitedhealth Group Inc | +0.1% | +24.65% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +0.69% | 加碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.30% | 加碼 |
| 15 | UHAL | U-haul Holding Co | +0.1% | NEW | 新建倉 |
| 16 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +10.78% | 加碼 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | +14.70% | 加碼 |
| 18 | KR | Kroger Co | +0.1% | NEW | 新建倉 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建倉 |
| 20 | AVGO | Broadcom Inc | +0.1% | +978.99% | 加碼 |
| 21 | SHW | Sherwin-williams Co/the | +0.1% | NEW | 新建倉 |
| 22 | NOC | Northrop Grumman CORP | +0.1% | NEW | 新建倉 |
| 23 | BX | Blackstone Inc | +0.1% | NEW | 新建倉 |
| 24 | BLKCHF | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 25 | USAC | USA Compression Partners LP | +0.1% | +61.08% | 加碼 |
| 26 | SLB | Slb LTD | +0.1% | +146.47% | 加碼 |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | NEW | 新建倉 |
| 28 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 29 | LEN | Lennar Corp-a | +0.1% | NEW | 新建倉 |
| 30 | PSA | Public Storage | +0.1% | NEW | 新建倉 |
| 31 | TMUS | T-mobile US Inc | +0.1% | NEW | 新建倉 |
| 32 | PAYX | Paychex Inc | +0.1% | NEW | 新建倉 |
| 33 | OKE | Oneok Inc | +0.1% | NEW | 新建倉 |
| 34 | MMM | 3m Co | +0.1% | NEW | 新建倉 |
| 35 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.69% | 加碼 |
| 36 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +23.37% | 加碼 |
| 37 | BXMT | Blackstone Mortgage Tru-cl A | +0.1% | +10.70% | 加碼 |
| 38 | HD | Home Depot Inc | +0.1% | +2.22% | 加碼 |
| 39 | ORCL | Oracle CORP | +0.1% | +11.12% | 加碼 |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 41 | MA | Mastercard Inc - A | 0% | +7.60% | 加碼 |
| 42 | ABBV | Abbvie Inc | 0% | +1.86% | 加碼 |
| 43 | MDT | Medtronic plc | 0% | +46.51% | 加碼 |
| 44 | MPLX | Mplx LP | 0% | +3.75% | 加碼 |
| 45 | JNJ | Johnson & Johnson | 0% | +1.67% | 加碼 |
| 46 | KO | Coca-cola Co/the | 0% | +4.76% | 加碼 |
| 47 | WMT | Walmart Inc | 0% | +4.06% | 加碼 |
| 48 | IBM | Intl Business Machines CORP | 0% | +10.71% | 加碼 |
| 49 | ACN | Accenture plc | 0% | +9.24% | 加碼 |
| 50 | GE | General Electric | 0% | +4.82% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Childress Capital Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$6.1億，共申報了 231 個公開持股部位。
在 Q3 2024 季度，Childress Capital Advisors, LLC 按市值排列的前三大核心持股分別為：FDVV (10.4%)、XOM (7.1%)、JEPI (5.5%)。其中最大持股部位 FDVV 佔據整體投資組合約 10.4% 的權重。
在 Q3 2024 季度中，Childress Capital Advisors, LLC 共進行了 183 項持倉異動，包含新建倉 21 個部位、加碼 103 個部位、減碼 48 個部位以及清倉 11 個部位。 其中最大新建倉標的為 VYM。 本季清倉部位包含 CALF。
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。
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。
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。