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: 0001352187
申報總市值
US$183.5億
US$183.5億
413 檔
18.8%
Clark Capital Management Group, Inc. 在 Q4 2024 季度的美股部位總計估值為 US$183.5億，分散於 413 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，Clark Capital Management Group, Inc. 採取防禦導向的調倉策略，本季減碼 17 檔個股並出清 11 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 HYG, JNK, SPYM）累計市值佔比達 18.8%，是驅動 Clark Capital Management Group, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 413 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 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 12.47% | -1.08% | -7.42% | |
| 2 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 3.66% | -0.26% | +0.53% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.43% | -0.02% | +10.73% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.36% | +0.79% | -2.30% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.22% | +0.19% | +148942.80% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | — | +1.87% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | +0.13% | -0.58% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.54% | -0.19% | +32.91% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.41% | -0.38% | +14.39% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.40% | -0.06% | -14.78% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.34% | — | — | |
| 12 | AXP | American Express Co | 股票-金融 | 1.20% | -0.12% | +1.32% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.18% | +0.21% | -17.79% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.01% | -9.08% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.03% | -0.07% | +20.96% | |
| 16 | PNR | Pentair plc | 股票-工業 | 1.02% | — | +1.00% | |
| 17 | PH | Parker Hannifin CORP | 股票-工業 | 0.99% | -0.18% | -20.84% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.97% | +0.52% | +27.68% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.96% | -0.09% | +5.83% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 0.95% | -0.03% | — | |
| 21 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.92% | — | — | |
| 22 | AIZ | Assurant Inc | 股票-金融 | 0.91% | +0.13% | +1.20% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | — | +9.07% | |
| 24 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.83% | — | -35.83% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 0.82% | +0.09% | +11.91% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | -0.27% | -1.65% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.80% | +0.28% | +0.33% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.79% | +0.26% | -5.73% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.77% | -0.06% | -0.87% | |
| 30 | NTAP | Netapp Inc | 股票-科技 | 0.73% | — | +5858.05% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.68% | +0.26% | +130.02% | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.68% | +0.03% | +0.90% | |
| 33 | EME | Emcor Group Inc | 股票-工業 | 0.66% | +0.02% | -8.86% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | -0.30% | +0.35% | |
| 35 | LIN | Linde plc | 股票-原物料 | 0.65% | -0.03% | -1.90% | |
| 36 | SMFG | Sumitomo Mitsui-spons Adr | 股票-金融 | 0.65% | +0.03% | +26.95% | |
| 37 | FITB | Fifth Third Bancorp | 股票-金融 | 0.64% | +0.12% | +0.87% | |
| 38 | CRH | CRH plc | 股票-原物料 | 0.63% | -0.02% | +1.35% | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.63% | -0.03% | -12.10% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | +0.14% | +1.18% | |
| 41 | NVT | nVent Electric plc | 股票-工業 | 0.62% | +0.18% | -37.94% | |
| 42 | AFL | Aflac Inc | 股票-金融 | 0.62% | -0.01% | +0.31% | |
| 43 | OMC | Omnicom Group | 股票-通訊服務 | 0.62% | -0.43% | EXIT | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | +0.11% | -11.30% | |
| 45 | SO | Southern Co/the | 股票-公用事業 | 0.59% | -0.04% | +1.02% | |
| 46 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.58% | — | +0.40% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.58% | — | +313.93% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.55% | -0.11% | +1.16% | |
| 49 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 0.54% | — | +0.67% | |
| 50 | PLD | Prologis Inc | 股票-房地產 | 0.53% | -0.05% | -4.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2.2% | +148942.80% | 加碼 |
| 2 | IWY | Ishares Russell Top 200 Grow | +1.3% | NEW | 新建倉 |
| 3 | BLK | Blackrock Inc | +1% | NEW | 新建倉 |
| 4 | XMMO | Invesco S&p Midcap Momentum | +0.9% | NEW | 新建倉 |
| 5 | NTAP | Netapp Inc | +0.7% | +5858.05% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +32.91% | 加碼 |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +10.73% | 加碼 |
| 8 | CSCO | Cisco Systems Inc | +0.4% | +130.02% | 加碼 |
| 9 | ANET | Arista Networks Inc | +0.4% | NEW | 新建倉 |
| 10 | AON | Aon plc | +0.4% | +3269.50% | 加碼 |
| 11 | DECK | Deckers Outdoor CORP | +0.4% | +2155.06% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.3% | +27.68% | 加碼 |
| 13 | BXP | Bxp Inc | +0.3% | NEW | 新建倉 |
| 14 | SHEL | Shell Plc-adr | +0.2% | +14434.60% | 加碼 |
| 15 | MDT | Medtronic plc | +0.2% | NEW | 新建倉 |
| 16 | BRX | Brixmor Property Group Inc | +0.2% | +406.20% | 加碼 |
| 17 | DOCU | Docusign Inc | +0.2% | +52.62% | 加碼 |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | NEW | 新建倉 |
| 19 | MS | Morgan Stanley | +0.2% | +11.91% | 加碼 |
| 20 | SMFG | Sumitomo Mitsui-spons Adr | +0.2% | +26.95% | 加碼 |
| 21 | LULU | Lululemon Athletica Inc | +0.2% | +47.76% | 加碼 |
| 22 | TSLA | Tesla Inc | +0.2% | +360.34% | 加碼 |
| 23 | GSK | Gsk Plc-spon Adr | -0.2% | -48.69% | 減碼 |
| 24 | MGPI | Mgp Ingredients Inc | -0.2% | EXIT | 清倉 |
| 25 | PH | Parker Hannifin CORP | -0.2% | -20.84% | 減碼 |
| 26 | MRK | Merck & Co. Inc. | -0.2% | -41.24% | 減碼 |
| 27 | OMC | Omnicom Group | -0.2% | -13.76% | 減碼 |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -39.41% | 減碼 |
| 29 | ACGL | Arch Capital Group Ltd. | -0.2% | -31.41% | 減碼 |
| 30 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -43.22% | 減碼 |
| 31 | BIDU | Baidu Inc - Spon Adr | -0.2% | EXIT | 清倉 |
| 32 | HMC | Honda Motor Co Ltd-spons Adr | -0.3% | EXIT | 清倉 |
| 33 | APTV | Aptiv PLC | -0.3% | EXIT | 清倉 |
| 34 | EG | Everest Group, Ltd. | -0.3% | EXIT | 清倉 |
| 35 | AMGN | Amgen Inc | -0.3% | -98.97% | 減碼 |
| 36 | DHI | Dr Horton Inc | -0.3% | EXIT | 清倉 |
| 37 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | 清倉 |
| 38 | IXUS | Ishares Core Intl Stock ETF | -0.4% | -14.78% | 減碼 |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | -0.4% | -35.83% | 減碼 |
| 40 | NVT | nVent Electric plc | -0.4% | -37.94% | 減碼 |
| 41 | AMT | American Tower CORP | -0.4% | EXIT | 清倉 |
| 42 | AMAT | Applied Materials Inc | -0.5% | -65.11% | 減碼 |
| 43 | ELV | Elevance Health Inc | -0.7% | -93.80% | 減碼 |
| 44 | USHY | Ishares Broad Usd High Yield | -0.8% | -61.16% | 減碼 |
| 45 | BLKCHF | Blackrock Inc | -0.8% | EXIT | 清倉 |
| 46 | HDV | Ishares Core High Dividend E | -0.9% | EXIT | 清倉 |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.9% | -80.65% | 減碼 |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -1% | -7.42% | 減碼 |
| 49 | IWX | Ishares Russell Top 200 Valu | -1.2% | EXIT | 清倉 |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.4% | -94.72% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Clark Capital Management Group, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$183.5億，共申報了 413 個公開持股部位。
在 Q4 2024 季度，Clark Capital Management Group, Inc. 按市值排列的前三大核心持股分別為：HYG (12.5%)、JNK (3.7%)、SPYM (3.4%)。其中最大持股部位 HYG 佔據整體投資組合約 12.5% 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
IWY
市值: US$1.9億
本季最大獲利了結 / 清倉標的
IWX
前期市值: US$1.7億
在 Q4 2024 季度中，Clark Capital Management Group, Inc. 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 15 個部位、減碼 17 個部位以及清倉 11 個部位。 其中最大新建倉標的為 IWY。 本季清倉部位包含 IWX。
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。