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。
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CIK: 0001034642
申報總市值
US$31.2億
US$31.2億
305 檔
19.0%
在 Q4 2024 的 13F 官方備案中，Clifford Swan Investment Counsel LLC 管理的美股投資組合規模來到 US$31.2億，整體持股檔數為 305 檔。
從 Q4 2024 申報觀察，Clifford Swan Investment Counsel LLC 採取防禦導向的調倉策略，本季減碼 121 檔個股並出清 12 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Clifford Swan Investment Counsel LLC 的前 5 大核心持股（包含 AAPL, MSFT, UPS 等）合計佔整體申報市值的 19.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 305 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 | 6.26% | +0.25% | -1.24% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.58% | -0.20% | -1.70% | |
| 3 | UPS | United Parcel Service-cl B | 股票-工業 | 3.99% | +0.03% | +1.29% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.55% | -0.46% | -1.85% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.89% | +0.54% | -1.67% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.86% | -0.09% | -2.01% | |
| 7 | ANET | Arista Networks Inc | 股票-科技 | 2.44% | +0.52% | — | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.18% | -0.40% | +0.06% | |
| 9 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.87% | -0.19% | -0.41% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | +0.05% | -2.84% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.70% | -0.57% | -0.78% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.62% | -0.11% | -0.51% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.42% | +0.07% | +0.03% | |
| 14 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 1.40% | -0.17% | -5.07% | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 1.33% | -0.04% | -5.25% | |
| 16 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.29% | -0.31% | +392.26% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | -0.07% | -1.38% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.23% | +0.05% | -0.02% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | -0.42% | -0.94% | |
| 20 | EMR | Emerson Electric Co | 股票-工業 | 1.17% | +0.02% | -2.15% | |
| 21 | FAST | Fastenal Co | 股票-工業 | 1.14% | -0.06% | -0.89% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.09% | +0.18% | -0.51% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.08% | -0.09% | -0.72% | |
| 24 | CTVA | Corteva Inc | 股票-原物料 | 1.05% | -0.10% | +0.10% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.00% | +0.08% | -0.24% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 0.99% | -0.21% | -1.35% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 0.99% | +0.19% | -1.27% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.92% | -0.05% | -2.25% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.91% | -0.16% | -0.32% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.91% | +0.34% | -3.92% | |
| 31 | HPQ | Hp Inc | 股票-科技 | 0.89% | +0.03% | -1.61% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | -0.02% | +0.02% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.87% | -0.12% | -1.87% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.87% | -0.08% | -6.58% | |
| 35 | MCK | Mckesson CORP | 股票-醫療保健 | 0.86% | -0.21% | -2.49% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.85% | +0.34% | -1.38% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.85% | -0.16% | -5.68% | |
| 38 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.81% | -0.04% | +1.67% | |
| 39 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.80% | +0.18% | -4.74% | |
| 40 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.76% | -0.21% | -1.24% | |
| 41 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.72% | -0.32% | EXIT | |
| 42 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.70% | +0.05% | -0.81% | |
| 43 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.68% | +0.03% | -0.33% | |
| 44 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.66% | -0.05% | -3.66% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.06% | +0.04% | |
| 46 | KMX | Carmax Inc | 股票-循環性消費 | 0.65% | +0.06% | +2.83% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.63% | -0.16% | +3.70% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.63% | -0.15% | +4.84% | |
| 49 | PH | Parker Hannifin CORP | 股票-工業 | 0.61% | +0.02% | — | |
| 50 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.61% | -0.02% | -4.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +2.4% | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | +0.5% | -1.24% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.67% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.2% | +0.03% | 加碼 |
| 5 | WFC | Wells Fargo & Co | +0.2% | -5.25% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -2.84% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.51% | 減碼 |
| 8 | EMR | Emerson Electric Co | +0.1% | -2.15% | 減碼 |
| 9 | AXP | American Express Co | +0.1% | -0.02% | 減碼 |
| 10 | MCK | Mckesson CORP | +0.1% | -2.49% | 減碼 |
| 11 | ALSN | Allison Transmission Holding | +0.1% | -5.07% | 減碼 |
| 12 | FERG | Ferguson Enterprises Inc | +0.1% | +111.13% | 加碼 |
| 13 | BKNG | Booking Holdings Inc | +0.1% | -4.74% | 減碼 |
| 14 | COST | Costco Wholesale CORP | +0.1% | -1.85% | 減碼 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -1.38% | 減碼 |
| 16 | EW | Edwards Lifesciences CORP | +0.1% | -0.33% | 減碼 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +17.24% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | — | 不變 |
| 19 | DIS | Walt Disney Co/the | +0.1% | -3.93% | 減碼 |
| 20 | TPR | Tapestry Inc | +0.1% | -2.80% | 減碼 |
| 21 | SYY | Sysco CORP | +0.1% | +11.98% | 加碼 |
| 22 | KMX | Carmax Inc | +0.1% | +2.83% | 加碼 |
| 23 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 24 | LH | Labcorp Holdings Inc | +0.1% | +1.67% | 加碼 |
| 25 | GS | Goldman Sachs Group Inc | 0% | +0.07% | 加碼 |
| 26 | HON | Honeywell International Inc | 0% | -0.12% | 減碼 |
| 27 | BA | Boeing Co/the | 0% | -2.91% | 減碼 |
| 28 | WMT | Walmart Inc | 0% | -4.39% | 減碼 |
| 29 | PYPL | Paypal Holdings Inc | 0% | -3.66% | 減碼 |
| 30 | AON | Aon plc | 0% | +18.99% | 加碼 |
| 31 | ENTG | Entegris Inc | 0% | +24.22% | 加碼 |
| 32 | NVDA | Nvidia CORP | 0% | -1.15% | 減碼 |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -6.58% | 減碼 |
| 34 | JNJ | Johnson & Johnson | 0% | +0.02% | 加碼 |
| 35 | ACN | Accenture plc | 0% | +0.06% | 加碼 |
| 36 | ENR | Energizer Holdings Inc | 0% | — | 不變 |
| 37 | WBD | Warner Bros Discovery Inc | 0% | -9.45% | 減碼 |
| 38 | TSLA | Tesla Inc | 0% | -1.23% | 減碼 |
| 39 | ADP | Automatic Data Processing | 0% | -1.71% | 減碼 |
| 40 | CMI | Cummins Inc | 0% | — | 不變 |
| 41 | META | Meta Platforms Inc-class A | 0% | +0.04% | 加碼 |
| 42 | FAST | Fastenal Co | 0% | -0.89% | 減碼 |
| 43 | GEV | GE Vernova Inc | 0% | -4.66% | 減碼 |
| 44 | OKE | Oneok Inc | 0% | -1.76% | 減碼 |
| 45 | XLK | Ss Technology Select Sector | 0% | — | 不變 |
| 46 | BNY | Bank Of New York Mellon CORP | 0% | -3.65% | 減碼 |
| 47 | TRMB | Trimble Inc | 0% | NEW | 新建倉 |
| 48 | WMB | Williams Cos Inc | 0% | NEW | 新建倉 |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | NEW | 新建倉 |
| 50 | SCHW | Schwab (charles) CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Clifford Swan Investment Counsel LLC 在 Q4 2024 季度的美股持倉總市值約為 US$31.2億，共申報了 305 個公開持股部位。
在 Q4 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 (6.3%)、MSFT (4.6%)、UPS (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.3% 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
ANET
市值: US$6784.1萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$6050.3萬
在 Q4 2024 季度中，Clifford Swan Investment Counsel LLC 共進行了 168 項持倉異動，包含新建倉 5 個部位、加碼 30 個部位、減碼 121 個部位以及清倉 12 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。