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: 0001961628
申報總市值
US$1.6億
US$1.6億
102 檔
15.9%
在 Q1 2025 申報期間，Clarendon Private LLC（CIK: 0001961628）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.6億，共持有 102 個公開申報部位。
Clarendon Private LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 7 檔股票的新建倉與 24 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，Clarendon Private LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 15.9%，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 | NVDA | Nvidia CORP | 股票-科技 | 7.45% | -0.39% | +3.70% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.58% | -0.14% | -2.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.78% | -0.61% | +0.07% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.20% | +0.20% | +2.10% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.11% | +0.09% | +0.22% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.82% | -0.90% | +2.41% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.05% | -0.08% | +52.93% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.76% | -0.06% | -20.67% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.08% | +0.12% | -1.90% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.93% | +0.12% | +2.02% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.77% | -0.02% | — | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.67% | -0.13% | +7.80% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.64% | +0.03% | +5.72% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.52% | -0.89% | +31.80% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.47% | +0.25% | +2.55% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.37% | +0.13% | +15.58% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.35% | +0.08% | +7.41% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.29% | -0.14% | -0.28% | |
| 19 | PGR | Progressive CORP | 股票-金融 | 1.25% | — | +57.93% | |
| 20 | CSMD | Congress Smid Growth ETF | ETF-其他 | 1.21% | -0.19% | -3.09% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.13% | -0.10% | +7.28% | |
| 22 | LIN | Linde plc | 股票-原物料 | 1.11% | -0.09% | +13.17% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.07% | +0.12% | -16.95% | |
| 24 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.01% | -0.37% | +14.29% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.01% | -0.10% | +9.99% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.00% | -0.16% | +14.34% | |
| 27 | MBB | Ishares Mbs ETF | ETF-其他 | 0.98% | -0.10% | -0.13% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.97% | +0.11% | -5.90% | |
| 29 | FISV | Fiserv Inc | 股票-其他 | 0.97% | — | +22.97% | |
| 30 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.96% | -0.23% | EXIT | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.96% | -0.03% | — | |
| 32 | SO | Southern Co/the | 股票-公用事業 | 0.92% | -0.14% | +73.01% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.90% | +0.08% | +3.07% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.85% | -0.03% | +0.40% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.15% | -4.48% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.04% | +1.50% | |
| 37 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.83% | -0.17% | EXIT | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.81% | -0.08% | -0.11% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.81% | +0.02% | +0.80% | |
| 40 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.79% | -0.13% | -13.98% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.78% | — | +15.65% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.76% | -0.15% | +12.35% | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 0.75% | +0.19% | +50.23% | |
| 44 | SYK | Stryker CORP | 股票-醫療保健 | 0.75% | -0.04% | +1.06% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.73% | +0.26% | — | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.71% | — | +8.17% | |
| 47 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.67% | -0.36% | +46.51% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | -0.07% | -16.53% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.65% | -0.15% | -9.43% | |
| 50 | NFLX | Netflix Inc | 股票-通訊服務 | 0.64% | -0.23% | -13.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1% | +52.93% | 加碼 |
| 2 | QCOM | Qualcomm Inc | +0.6% | NEW | 新建倉 |
| 3 | PGR | Progressive CORP | +0.6% | +57.93% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.5% | +31.80% | 加碼 |
| 5 | SO | Southern Co/the | +0.5% | +73.01% | 加碼 |
| 6 | AJG | Arthur J Gallagher & Co | +0.3% | +35.75% | 加碼 |
| 7 | WMT | Walmart Inc | +0.3% | NEW | 新建倉 |
| 8 | SHW | Sherwin-williams Co/the | +0.3% | NEW | 新建倉 |
| 9 | VO | Vanguard Mid-cap ETF | +0.3% | +103.39% | 加碼 |
| 10 | ABBV | Abbvie Inc | +0.3% | +14.34% | 加碼 |
| 11 | FISV | Fiserv Inc | +0.3% | +22.97% | 加碼 |
| 12 | LIN | Linde plc | +0.2% | +13.17% | 加碼 |
| 13 | TXN | Texas Instruments Inc | +0.2% | +50.23% | 加碼 |
| 14 | MRSH | Marsh & Mclennan Cos | +0.2% | NEW | 新建倉 |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | +46.51% | 加碼 |
| 16 | TT | Trane Technologies plc | +0.2% | NEW | 新建倉 |
| 17 | XLK | Ss Technology Select Sector | +0.2% | NEW | 新建倉 |
| 18 | BSX | Boston Scientific CORP | +0.2% | +14.52% | 加碼 |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +74.00% | 加碼 |
| 20 | IYF | Ishares US Financials ETF | +0.2% | NEW | 新建倉 |
| 21 | MA | Mastercard Inc - A | +0.2% | +7.80% | 加碼 |
| 22 | OTIS | Otis Worldwide CORP | +0.2% | +28.63% | 加碼 |
| 23 | BMY | Bristol-myers Squibb Co | +0.2% | +15.65% | 加碼 |
| 24 | MCD | Mcdonald's CORP | +0.2% | +7.28% | 加碼 |
| 25 | WCN | Waste Connections Inc | +0.1% | +24.10% | 加碼 |
| 26 | TJX | Tjx Companies Inc | -0.1% | -13.98% | 減碼 |
| 27 | TSLA | Tesla Inc | -0.1% | +1.81% | 加碼 |
| 28 | CSMD | Congress Smid Growth ETF | -0.1% | -3.09% | 減碼 |
| 29 | IR | Ingersoll-rand Inc | -0.1% | -10.40% | 減碼 |
| 30 | LLY | Eli Lilly & Co | -0.1% | -16.95% | 減碼 |
| 31 | PANW | Palo Alto Networks Inc | -0.1% | -19.85% | 減碼 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.22% | 加碼 |
| 33 | VUG | Vanguard Growth ETF | -0.2% | — | 不變 |
| 34 | COP | Conocophillips | -0.2% | -32.71% | 減碼 |
| 35 | CDNS | Cadence Design Sys Inc | -0.2% | EXIT | 清倉 |
| 36 | MTB | M & T Bank CORP | -0.2% | EXIT | 清倉 |
| 37 | AXP | American Express Co | -0.2% | -25.73% | 減碼 |
| 38 | MAR | Marriott International -cl A | -0.2% | EXIT | 清倉 |
| 39 | MLPA | Global X Mlp ETF | -0.3% | EXIT | 清倉 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.3% | -5.90% | 減碼 |
| 41 | LMT | Lockheed Martin CORP | -0.3% | EXIT | 清倉 |
| 42 | HON | Honeywell International Inc | -0.3% | EXIT | 清倉 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | +2.02% | 加碼 |
| 44 | CAT | Caterpillar Inc | -0.4% | EXIT | 清倉 |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | -0.5% | -20.67% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.5% | +2.10% | 加碼 |
| 47 | MSFT | Microsoft CORP | -0.5% | +0.07% | 加碼 |
| 48 | AAPL | Apple Inc | -0.8% | -2.04% | 減碼 |
| 49 | AVGO | Broadcom Inc | -0.8% | -1.90% | 減碼 |
| 50 | NVDA | Nvidia CORP | -1.4% | +3.70% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Clarendon Private LLC 在 Q1 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 102 個公開持股部位。
在 Q1 2025 季度，Clarendon Private LLC 按市值排列的前三大核心持股分別為：NVDA (7.5%)、AAPL (5.6%)、MSFT (4.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.5% 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
QCOM
市值: US$56.0萬
本季最大獲利了結 / 清倉標的
CAT
前期市值: US$34.6萬
在 Q1 2025 季度中，Clarendon Private LLC 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 24 個部位、減碼 11 個部位以及清倉 7 個部位。 其中最大新建倉標的為 QCOM。 本季清倉部位包含 CAT。
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。