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: 0001332632
申報總市值
US$41.7億
US$41.7億
189 檔
36.6%
Chilton Investment Co Inc. 在 Q4 2024 季度的美股部位總計估值為 US$41.7億，分散於 189 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2024 的資金脈絡，Chilton Investment Co Inc. 在獲利結算 24 檔個股的同時，將資本重新部署至 21 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Chilton Investment Co Inc. 的前 5 大核心持股（包含 MSFT, COST, SHW 等）合計佔整體申報市值的 36.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 9.51% | -0.24% | +0.40% | |
| 2 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 8.93% | -0.91% | -0.41% | |
| 3 | SHW | Sherwin-williams Co/the | 股票-原物料 | 8.07% | -1.84% | +0.06% | |
| 4 | RSG | Republic Services Inc | 股票-工業 | 6.70% | -0.39% | +0.53% | |
| 5 | HD | Home Depot Inc | 股票-循環性消費 | 5.95% | -0.99% | +0.43% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 5.11% | -0.52% | +0.04% | |
| 7 | AJG | Arthur J Gallagher & Co | 股票-金融 | 4.64% | -0.22% | +9.87% | |
| 8 | CTAS | Cintas CORP | 股票-工業 | 3.37% | +0.02% | -0.46% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 3.00% | -1.05% | +2.15% | |
| 10 | BRO | Brown & Brown Inc | 股票-金融 | 2.71% | — | +35.67% | |
| 11 | MCO | Moody's CORP | 股票-金融 | 2.59% | -0.07% | -0.13% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 2.53% | +0.60% | +0.06% | |
| 13 | WRB | Wr Berkley CORP | 股票-金融 | 2.37% | +0.11% | +11.41% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 2.20% | -0.01% | +5.90% | |
| 15 | ETN | Eaton Corporation plc | 股票-工業 | 1.66% | +0.52% | -1.78% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.62% | +1.60% | -0.60% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.61% | -0.09% | +4.42% | |
| 18 | MUSA | Murphy USA Inc | 股票-循環性消費 | 1.55% | — | -8.67% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 1.51% | -0.01% | -1.46% | |
| 20 | CSX | Csx CORP | 股票-工業 | 1.23% | — | +3.11% | |
| 21 | DE | Deere & Co | 股票-工業 | 1.21% | +0.20% | -2.76% | |
| 22 | AZO | Autozone Inc | 股票-循環性消費 | 1.19% | -1.25% | -1.53% | |
| 23 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.02% | — | +18.18% | |
| 24 | KR | Kroger Co | 股票-非循環性消費 | 0.95% | -0.04% | +44.03% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | +1.56% | +14.21% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 0.88% | +0.24% | +5.58% | |
| 27 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 0.86% | — | +48.90% | |
| 28 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.83% | +0.02% | -3.10% | |
| 29 | CDW | Cdw Corp/de | 股票-科技 | 0.80% | — | EXIT | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.71% | +0.03% | +177.58% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.71% | +0.03% | +11.20% | |
| 32 | MDT | Medtronic plc | 股票-醫療保健 | 0.65% | -0.04% | +14.73% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.64% | -0.10% | +7.97% | |
| 34 | BX | Blackstone Inc | 股票-金融 | 0.63% | -0.01% | -0.00% | |
| 35 | VST | Vistra CORP | 股票-公用事業 | 0.55% | -0.03% | -22.90% | |
| 36 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.54% | — | -18.16% | |
| 37 | CRH | CRH plc | 股票-原物料 | 0.45% | -0.33% | +78.34% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.55% | -6.34% | |
| 39 | FIVE | Five Below | 股票-循環性消費 | 0.42% | — | +4.69% | |
| 40 | CNM | Core & Main Inc-class A | 股票-工業 | 0.40% | — | +23.95% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | +0.06% | — | |
| 42 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 0.29% | -0.02% | +153.06% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.28% | -0.01% | -5.43% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.28% | +0.22% | -0.00% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.27% | -0.07% | -4.04% | |
| 46 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.25% | -0.01% | -0.60% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.25% | +0.07% | -2.34% | |
| 48 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.23% | -0.04% | +360.26% | |
| 49 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.21% | — | — | |
| 50 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 0.21% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRO | Brown & Brown Inc | +0.7% | +35.67% | 加碼 |
| 2 | CDW | Cdw Corp/de | +0.6% | +548.82% | 加碼 |
| 3 | NFLX | Netflix Inc | +0.5% | +5.90% | 加碼 |
| 4 | CB | Chubb Limited | +0.4% | +177.58% | 加碼 |
| 5 | AJG | Arthur J Gallagher & Co | +0.4% | +9.87% | 加碼 |
| 6 | KR | Kroger Co | +0.3% | +44.03% | 加碼 |
| 7 | WRB | Wr Berkley CORP | +0.3% | +11.41% | 加碼 |
| 8 | MA | Mastercard Inc - A | +0.2% | +0.04% | 加碼 |
| 9 | LEN | Lennar Corp-a | +0.2% | NEW | 新建倉 |
| 10 | LEN-B | Lennar CORP - B Shs | +0.2% | NEW | 新建倉 |
| 11 | NOW | Servicenow Inc | +0.2% | -1.46% | 減碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.21% | 加碼 |
| 13 | CRH | CRH plc | +0.2% | +78.34% | 加碼 |
| 14 | MS | Morgan Stanley | +0.2% | +5.58% | 加碼 |
| 15 | COKE | Coca-cola Consolidated Inc | +0.2% | +153.06% | 加碼 |
| 16 | BAH | Booz Allen Hamilton Holdings | +0.1% | +48.90% | 加碼 |
| 17 | CNM | Core & Main Inc-class A | +0.1% | +23.95% | 加碼 |
| 18 | DT | Dynatrace Inc | +0.1% | NEW | 新建倉 |
| 19 | COST | Costco Wholesale CORP | +0.1% | -0.41% | 減碼 |
| 20 | WRBY | Warby Parker Inc-class A | +0.1% | +35.43% | 加碼 |
| 21 | CET | Central Securities CORP | +0.1% | +1223.63% | 加碼 |
| 22 | APG | Api Group CORP | +0.1% | NEW | 新建倉 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +39.90% | 加碼 |
| 24 | AAPL | Apple Inc | +0.1% | -0.60% | 減碼 |
| 25 | FIVE | Five Below | +0.1% | +4.69% | 加碼 |
| 26 | BX | Blackstone Inc | +0.1% | -0.00% | 減碼 |
| 27 | AVGO | Broadcom Inc | +0.1% | -2.34% | 減碼 |
| 28 | APH | Amphenol Corp-cl A | +0.1% | +53.76% | 加碼 |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 0% | +501.31% | 加碼 |
| 30 | GOOG | Alphabet Inc-cl C | 0% | -0.00% | 減碼 |
| 31 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 0% | +378.66% | 加碼 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.42% | 加碼 |
| 33 | V | Visa Inc-class A Shares | 0% | -6.34% | 減碼 |
| 34 | SCHO | Schwab Short-term US Treas | 0% | NEW | 新建倉 |
| 35 | LRCX | Lam Research CORP | 0% | NEW | 新建倉 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +21.55% | 加碼 |
| 37 | HUBS | Hubspot Inc | 0% | -11.38% | 減碼 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +0.45% | 加碼 |
| 39 | OKE | Oneok Inc | 0% | +117.02% | 加碼 |
| 40 | VOO | Vanguard S&p 500 ETF | 0% | +75.60% | 加碼 |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | 0% | NEW | 新建倉 |
| 42 | VGK | Vanguard Ftse Europe ETF | 0% | NEW | 新建倉 |
| 43 | BXSL | Blackstone Secured Lending F | 0% | +21.55% | 加碼 |
| 44 | FISV | Fiserv Inc | 0% | +2.51% | 加碼 |
| 45 | IWF | Ishares Russell 1000 Growth | 0% | +30.26% | 加碼 |
| 46 | RSI | Rush Street Interactive Inc | 0% | NEW | 新建倉 |
| 47 | CLS | Celestica Inc | 0% | NEW | 新建倉 |
| 48 | HURN | Huron Consulting Group Inc | 0% | NEW | 新建倉 |
| 49 | XBI | Ss Spdr S&p Biotech ETF | 0% | NEW | 新建倉 |
| 50 | KRE | Ss Spdr S&p Regional Bank | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Chilton Investment Co Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$41.7億，共申報了 189 個公開持股部位。
在 Q4 2024 季度，Chilton Investment Co Inc. 按市值排列的前三大核心持股分別為：MSFT (9.5%)、COST (8.9%)、SHW (8.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.5% 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
LEN
市值: US$835.5萬
本季最大獲利了結 / 清倉標的
MLM
前期市值: US$981.7萬
在 Q4 2024 季度中，Chilton Investment Co Inc. 共進行了 168 項持倉異動，包含新建倉 21 個部位、加碼 66 個部位、減碼 57 個部位以及清倉 24 個部位。 其中最大新建倉標的為 LEN。 本季清倉部位包含 MLM。
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。