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: 0001453620
申報總市值
US$34.9億
US$34.9億
207 檔
38.5%
Cohen Klingenstein LLC 在 Q4 2024 季度的美股部位總計估值為 US$34.9億，分散於 207 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Cohen Klingenstein LLC 於 Q4 2024 季度持續回收資金，對 39 個既有部位進行裁減並清倉 5 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Cohen Klingenstein LLC 的前 5 大核心持股（包含 SPY, VBK, QQQ 等）合計佔整體申報市值的 38.5%，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 207 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 23.89% | +0.24% | +68.84% | |
| 2 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 6.47% | +0.24% | +86.13% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.06% | +0.61% | +8.65% | |
| 4 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 5.43% | +0.46% | -0.69% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.16% | +0.04% | -9.11% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.12% | -0.37% | -10.64% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 4.00% | +0.03% | -31.14% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.45% | +0.59% | -5.78% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.14% | +0.04% | -35.85% | |
| 10 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.11% | -0.21% | -10.83% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.90% | -0.03% | -4.10% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.64% | -0.13% | -35.58% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | +0.23% | -9.94% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | -0.19% | -2.18% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.58% | +0.18% | -10.71% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.55% | -0.34% | -23.52% | |
| 17 | AVGO | Broadcom Inc. | 股票-科技 | 1.41% | — | -22.01% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.03% | -0.09% | — | |
| 19 | UNP | Union Pacific CORP | 股票-工業 | 0.97% | — | -40.10% | |
| 20 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.74% | -0.13% | -5.34% | |
| 21 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.69% | -0.05% | -2.33% | |
| 22 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.66% | -0.07% | -4.73% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | -0.08% | -8.13% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.64% | — | — | |
| 25 | RTX | Rtx CORP | 股票-工業 | 0.64% | -0.12% | -6.40% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.01% | — | |
| 27 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.55% | -0.06% | -2.22% | |
| 28 | ITW | Illinois Tool Works | 股票-工業 | 0.47% | -0.04% | -4.38% | |
| 29 | MRK | Merck & Co., Inc. | 股票-醫療保健 | 0.46% | -0.02% | -11.28% | |
| 30 | HES | Hess CORP | 股票-其他 | 0.44% | — | -14.33% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | +0.01% | -3.73% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.04% | — | |
| 33 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.41% | -0.06% | -32.51% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | -26.23% | |
| 35 | AMT | American Tower CORP | 股票-房地產 | 0.38% | -0.05% | -14.95% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | -0.16% | — | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.35% | -0.03% | -21.92% | |
| 38 | SHEL | Shell Plc-adr | 股票-能源 | 0.34% | -0.19% | — | |
| 39 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.33% | +0.24% | +17.88% | |
| 40 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.32% | -0.04% | -3.24% | |
| 41 | FDX | Fedex CORP | 股票-工業 | 0.32% | -0.08% | -2.93% | |
| 42 | HON | Honeywell International Inc | 股票-工業 | 0.31% | -0.17% | -41.65% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.31% | -0.04% | -3.53% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.30% | -0.02% | -37.31% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.30% | +0.05% | -37.91% | |
| 46 | NSC | Norfolk Southern CORP | 股票-工業 | 0.29% | -0.01% | — | |
| 47 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.28% | -0.01% | -41.54% | |
| 48 | AMGN | Amgen Inc | 股票-醫療保健 | 0.28% | -0.04% | -5.30% | |
| 49 | GL | Globe Life Inc | 股票-金融 | 0.27% | +0.04% | — | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.26% | +0.10% | -2.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +9.8% | +68.84% | 加碼 |
| 2 | VBK | Vanguard Small-cap Grwth ETF | +3.1% | +86.13% | 加碼 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +8.65% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.2% | — | 不變 |
| 5 | AMZN | Amazon.com Inc | +0.2% | -9.11% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不變 |
| 7 | AXP | American Express Co | +0.1% | -4.10% | 減碼 |
| 8 | DHR | Danaher CORP | -0.1% | -43.53% | 減碼 |
| 9 | C | Citigroup Inc. | -0.1% | -76.06% | 減碼 |
| 10 | VMC | Vulcan Materials Co | -0.1% | -30.38% | 減碼 |
| 11 | CCI | Crown Castle Inc. | -0.1% | -29.03% | 減碼 |
| 12 | AMGN | Amgen Inc | -0.1% | -5.30% | 減碼 |
| 13 | HES | Hess CORP | -0.1% | -14.33% | 減碼 |
| 14 | RTX | Rtx CORP | -0.1% | -6.40% | 減碼 |
| 15 | SPGI | S&p Global Inc | -0.1% | EXIT | 清倉 |
| 16 | CL | Colgate-palmolive Co | -0.1% | -2.22% | 減碼 |
| 17 | CAT | Caterpillar Inc | -0.1% | EXIT | 清倉 |
| 18 | PGR | Progressive CORP | -0.1% | EXIT | 清倉 |
| 19 | LOW | Lowe's Cos Inc | -0.1% | -45.80% | 減碼 |
| 20 | LIN | Linde plc | -0.1% | -38.46% | 減碼 |
| 21 | FCX | Freeport-mcmoran Inc | -0.1% | -3.24% | 減碼 |
| 22 | ✓ | -0.1% | -37.86% | 減碼 | |
| 23 | KO | Coca-cola Co/the | -0.1% | -48.62% | 減碼 |
| 24 | MCD | Mcdonald's CORP | -0.1% | -57.94% | 減碼 |
| 25 | MRK | Merck & Co., Inc. | -0.1% | -11.28% | 減碼 |
| 26 | JNJ | Johnson & Johnson | -0.2% | -8.13% | 減碼 |
| 27 | CMCSA | Comcast Corp-class A | -0.2% | -5.34% | 減碼 |
| 28 | NFLX | Netflix Inc | -0.2% | -60.00% | 減碼 |
| 29 | MA | Mastercard Inc - A | -0.2% | -37.31% | 減碼 |
| 30 | ACN | Accenture plc | -0.2% | -66.83% | 減碼 |
| 31 | WMT | Walmart Inc | -0.2% | -57.82% | 減碼 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.2% | -21.92% | 減碼 |
| 33 | HD | Home Depot Inc | -0.2% | -43.86% | 減碼 |
| 34 | HON | Honeywell International Inc | -0.2% | -41.65% | 減碼 |
| 35 | AMT | American Tower CORP | -0.2% | -14.95% | 減碼 |
| 36 | PANW | Palo Alto Networks Inc | -0.2% | +17.88% | 加碼 |
| 37 | ABBV | Abbvie Inc | -0.2% | -64.36% | 減碼 |
| 38 | HIG | Hartford Insurance Group Inc | -0.3% | -32.51% | 減碼 |
| 39 | UNH | Unitedhealth Group Inc | -0.3% | -37.91% | 減碼 |
| 40 | ADI | Analog Devices Inc | -0.3% | EXIT | 清倉 |
| 41 | CP | Canadian Pacific Kansas City | -0.3% | -41.54% | 減碼 |
| 42 | ADBE | Adobe Inc | -0.4% | -82.58% | 減碼 |
| 43 | INTU | Intuit Inc | -0.5% | EXIT | 清倉 |
| 44 | MSFT | Microsoft CORP | -0.7% | -10.64% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.8% | -23.52% | 減碼 |
| 46 | UNP | Union Pacific CORP | -0.8% | -40.10% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -0.8% | -5.78% | 減碼 |
| 48 | NVDA | Nvidia CORP | -0.9% | -35.85% | 減碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | -35.58% | 減碼 |
| 50 | AAPL | Apple Inc | -1.5% | -31.14% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cohen Klingenstein LLC 在 Q4 2024 季度的美股持倉總市值約為 US$34.9億，共申報了 207 個公開持股部位。
在 Q4 2024 季度，Cohen Klingenstein LLC 按市值排列的前三大核心持股分別為：SPY (23.9%)、VBK (6.5%)、QQQ (6.1%)。其中最大持股部位 SPY 佔據整體投資組合約 23.9% 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。
本季最大獲利了結 / 清倉標的
INTU
前期市值: US$1279.3萬
在 Q4 2024 季度中，Cohen Klingenstein LLC 共進行了 48 項持倉異動，包含新建倉 0 個部位、加碼 4 個部位、減碼 39 個部位以及清倉 5 個部位。 本季清倉部位包含 INTU。
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。