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: 0001034642
申報總市值
US$31.2億
US$31.2億
312 檔
19.1%
Q3 2024 季度申報顯示，Clifford Swan Investment Counsel LLC 揭露的美股組合總市值為 US$31.2億，涵蓋 312 個不同之權益投資部位。
Clifford Swan Investment Counsel LLC 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 108 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, UPS）占據了總市值的 19.1%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 312 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 | AAPL | Apple Inc | 股票-科技 | 5.81% | +0.25% | -2.39% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | -0.20% | -0.89% | |
| 3 | UPS | United Parcel Service-cl B | 股票-工業 | 4.20% | +0.03% | +0.50% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.45% | -0.46% | -3.11% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.92% | -0.09% | -3.91% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.54% | +0.54% | +0.61% | |
| 7 | ACN | Accenture plc | 股票-科技 | 2.15% | -0.40% | -0.56% | |
| 8 | ANETEUR | Arista Networks Inc | 股票-其他 | 2.14% | — | -3.94% | |
| 9 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.03% | -0.19% | -0.63% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.72% | -0.57% | +0.21% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.64% | -0.11% | -1.28% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | +0.05% | -2.17% | |
| 13 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.41% | -0.31% | -0.42% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | -0.07% | -2.66% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.32% | -0.42% | -0.80% | |
| 16 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 1.29% | -0.17% | -0.90% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.19% | +0.07% | +1.01% | |
| 18 | FAST | Fastenal Co | 股票-工業 | 1.12% | -0.06% | -0.14% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 1.11% | -0.04% | -7.75% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.11% | +0.05% | -0.77% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.10% | +0.08% | -3.84% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.09% | +0.19% | -1.95% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.08% | +0.34% | +3.57% | |
| 24 | SYK | Stryker CORP | 股票-醫療保健 | 1.08% | -0.09% | -1.39% | |
| 25 | CTVA | Corteva Inc | 股票-原物料 | 1.07% | -0.10% | +9.57% | |
| 26 | EMR | Emerson Electric Co | 股票-工業 | 1.04% | +0.02% | -9.64% | |
| 27 | INTU | Intuit Inc | 股票-科技 | 0.98% | -0.21% | -1.33% | |
| 28 | HPQ | Hp Inc | 股票-科技 | 0.98% | +0.03% | -2.65% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | -0.05% | -0.64% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.95% | +0.18% | -0.35% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.94% | -0.16% | -0.30% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.93% | -0.16% | -4.09% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.88% | -0.12% | -1.69% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | -0.02% | +0.46% | |
| 35 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.85% | -0.32% | EXIT | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.84% | -0.08% | +12.71% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.82% | +0.08% | -0.69% | |
| 38 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.78% | -0.02% | -1.04% | |
| 39 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.77% | +0.05% | -0.45% | |
| 40 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.76% | -0.04% | — | |
| 41 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.76% | -0.21% | +1.09% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | +0.34% | -1.18% | |
| 43 | MCK | Mckesson CORP | 股票-醫療保健 | 0.75% | -0.21% | -0.49% | |
| 44 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.70% | +0.18% | -0.38% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.67% | +0.97% | +18.54% | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.66% | -0.15% | -0.55% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.65% | -0.16% | +13.83% | |
| 48 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.64% | +0.02% | -3.59% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.64% | -0.05% | +20.12% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.06% | -14.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LH | Labcorp Holdings Inc | +0.8% | NEW | 新建倉 |
| 2 | LOW | Lowe's Cos Inc | +0.3% | -0.63% | 減碼 |
| 3 | BMY | Bristol-myers Squibb Co | +0.2% | +12.71% | 加碼 |
| 4 | ALSN | Allison Transmission Holding | +0.2% | -0.90% | 減碼 |
| 5 | ACN | Accenture plc | +0.2% | -0.56% | 減碼 |
| 6 | ORCL | Oracle CORP | +0.2% | -1.28% | 減碼 |
| 7 | PYPL | Paypal Holdings Inc | +0.2% | +7.83% | 加碼 |
| 8 | LMBS | First Trust Low Duration Opp | +0.2% | +38.93% | 加碼 |
| 9 | AAPL | Apple Inc | +0.1% | -2.39% | 減碼 |
| 10 | MDLZ | Mondelez International Inc-a | +0.1% | +20.12% | 加碼 |
| 11 | AON | Aon plc | +0.1% | NEW | 新建倉 |
| 12 | CTVA | Corteva Inc | +0.1% | +9.57% | 加碼 |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | +3.57% | 加碼 |
| 14 | RTX | Rtx CORP | +0.1% | -0.30% | 減碼 |
| 15 | AXP | American Express Co | +0.1% | -0.77% | 減碼 |
| 16 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 17 | PH | Parker Hannifin CORP | +0.1% | +0.02% | 加碼 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.91% | 減碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +0.46% | 加碼 |
| 20 | HD | Home Depot Inc | +0.1% | +6.55% | 加碼 |
| 21 | FAST | Fastenal Co | +0.1% | -0.14% | 減碼 |
| 22 | MCD | Mcdonald's CORP | +0.1% | -4.09% | 減碼 |
| 23 | SBUX | Starbucks CORP | +0.1% | -3.59% | 減碼 |
| 24 | SYY | Sysco CORP | +0.1% | +13.21% | 加碼 |
| 25 | GLD | Spdr Gold Shares | +0.1% | +1.09% | 加碼 |
| 26 | A | Agilent Technologies Inc | +0.1% | -0.45% | 減碼 |
| 27 | NKE | Nike Inc -cl B | +0.1% | -1.98% | 減碼 |
| 28 | MMM | 3m Co | +0.1% | -5.46% | 減碼 |
| 29 | AMTM | Amentum Holdings Inc | +0.1% | NEW | 新建倉 |
| 30 | ABBV | Abbvie Inc | +0.1% | -3.84% | 減碼 |
| 31 | CAT | Caterpillar Inc | +0.1% | -0.84% | 減碼 |
| 32 | EBAY | Ebay Inc | +0.1% | -0.54% | 減碼 |
| 33 | WMT | Walmart Inc | +0.1% | -0.60% | 減碼 |
| 34 | PM | Philip Morris International | +0.1% | -1.04% | 減碼 |
| 35 | PSA | Public Storage | +0.1% | — | 不變 |
| 36 | IBM | Intl Business Machines CORP | +0.1% | -2.32% | 減碼 |
| 37 | KEYS | Keysight Technologies In | +0.1% | -0.06% | 減碼 |
| 38 | JNJ | Johnson & Johnson | 0% | -2.66% | 減碼 |
| 39 | NOC | Northrop Grumman CORP | 0% | +0.10% | 加碼 |
| 40 | ADP | Automatic Data Processing | 0% | -1.65% | 減碼 |
| 41 | LMT | Lockheed Martin CORP | 0% | -1.88% | 減碼 |
| 42 | CSCO | Cisco Systems Inc | 0% | -1.18% | 減碼 |
| 43 | KMX | Carmax Inc | 0% | +5.37% | 加碼 |
| 44 | PFE | Pfizer Inc | 0% | +6.65% | 加碼 |
| 45 | CARR | Carrier Global CORP | 0% | -4.85% | 減碼 |
| 46 | IJR | Ishares Core S&p Small-cap E | 0% | +4.87% | 加碼 |
| 47 | DOW | Dow Inc | 0% | +54.24% | 加碼 |
| 48 | TSCO | Tractor Supply Company | 0% | -0.42% | 減碼 |
| 49 | IFF | Intl Flavors & Fragrances | 0% | -1.04% | 減碼 |
| 50 | ABT | Abbott Laboratories | 0% | -1.69% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Clifford Swan Investment Counsel LLC 在 Q3 2024 季度的美股持倉總市值約為 US$31.2億，共申報了 312 個公開持股部位。
在 Q3 2024 季度，Clifford Swan Investment Counsel LLC 按市值排列的前三大核心持股分別為：AAPL (5.8%)、MSFT (4.7%)、UPS (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.8% 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
LH
市值: US$2153.9萬
本季最大獲利了結 / 清倉標的
Laboratory Corp. of America
前期市值: US$1750.2萬
在 Q3 2024 季度中，Clifford Swan Investment Counsel LLC 共進行了 168 項持倉異動，包含新建倉 13 個部位、加碼 47 個部位、減碼 104 個部位以及清倉 4 個部位。 其中最大新建倉標的為 LH。 本季清倉部位包含 Laboratory Corp. of America。
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。