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: 0001047142
申報總市值
US$19.4億
US$19.4億
132 檔
21.7%
根據最新整理的 13F 季度數據集，Community Trust & Investment Co 於 Q3 2024 結束時的管理資產規模為 US$19.4億。該機構在本季度申報了 132 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，Community Trust & Investment Co 採取了強勁的買進策略，建倉與加碼動作（合計 36 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Community Trust & Investment Co 的前 5 大持股（包含 CTBI, MSFT, AAPL）貢獻了組合市值的 21.7%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | CTBI | Community Trust Bancorp Inc | 股票-其他 | 6.05% | -3.14% | -4.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.90% | +0.12% | +5.24% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.51% | +0.39% | +1.55% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.96% | +0.54% | +4.67% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.21% | +0.43% | +0.57% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.96% | +0.33% | +0.53% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.77% | +0.41% | +892.39% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.30% | +0.10% | +2.29% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.16% | +0.13% | +1.24% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.13% | +0.42% | -1.91% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.05% | +0.27% | +1.84% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 1.87% | -0.29% | -2.29% | |
| 13 | PH | Parker Hannifin CORP | 股票-工業 | 1.76% | +0.01% | — | |
| 14 | LIN | Linde plc | 股票-原物料 | 1.66% | -0.03% | -0.30% | |
| 15 | LNG | Cheniere Energy Inc | 股票-能源 | 1.55% | -0.33% | -0.11% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 1.52% | -0.13% | +1.28% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.49% | +1.00% | +0.68% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.49% | -0.01% | +1.74% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.49% | +0.03% | +0.39% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.49% | -0.10% | +0.72% | |
| 21 | MTZ | Mastec Inc | 股票-工業 | 1.43% | -0.34% | +1.12% | |
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.41% | +0.65% | -0.17% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.40% | -0.04% | +2.90% | |
| 24 | HON | Honeywell International Inc | 股票-工業 | 1.33% | -0.19% | EXIT | |
| 25 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.32% | -0.63% | +0.06% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.28% | -0.01% | -1.12% | |
| 27 | ICE | Intercontinental Exchange In | 股票-金融 | 1.26% | -0.03% | -0.46% | |
| 28 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.19% | -0.14% | -14.64% | |
| 29 | KEYS | Keysight Technologies In | 股票-科技 | 1.14% | +0.19% | +0.47% | |
| 30 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.13% | -0.24% | -2.07% | |
| 31 | APH | Amphenol Corp-cl A | 股票-科技 | 1.12% | +0.48% | +0.71% | |
| 32 | CHDN | Churchill Downs Inc | 股票-循環性消費 | 1.11% | -0.05% | +0.58% | |
| 33 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.11% | +0.10% | +1.14% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.08% | -0.27% | +3.59% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.04% | -0.10% | +1.46% | |
| 36 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.03% | +0.33% | +2.22% | |
| 37 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.01% | -0.20% | -17.67% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 1.00% | -0.07% | -12.03% | |
| 39 | SLB | Slb LTD | 股票-能源 | 0.99% | -0.23% | +60.37% | |
| 40 | LHX | L3harris Technologies Inc | 股票-工業 | 0.95% | -0.22% | +1.21% | |
| 41 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.94% | -0.09% | +1.96% | |
| 42 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.90% | +0.05% | +0.36% | |
| 43 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 0.89% | +0.05% | +84.13% | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.86% | — | +1.22% | |
| 45 | EQH | Equitable Holdings Inc | 股票-金融 | 0.86% | +0.30% | -1.49% | |
| 46 | SPGI | S&p Global Inc | 股票-金融 | 0.86% | -0.03% | -0.58% | |
| 47 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.80% | — | +1.54% | |
| 48 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.73% | -0.04% | +3.69% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.71% | +0.28% | +761.70% | |
| 50 | KKR | Kkr & Co Inc | 股票-金融 | 0.68% | -0.05% | +2.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.6% | +761.70% | 加碼 |
| 2 | USFD | US Foods Holding CORP | +0.4% | +84.13% | 加碼 |
| 3 | PH | Parker Hannifin CORP | +0.2% | — | 不變 |
| 4 | SLB | Slb LTD | +0.2% | +60.37% | 加碼 |
| 5 | AAPL | Apple Inc | +0.2% | +1.55% | 加碼 |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +0.72% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.1% | +1.84% | 加碼 |
| 8 | WMT | Walmart Inc | +0.1% | -2.29% | 減碼 |
| 9 | LOW | Lowe's Cos Inc | +0.1% | +1.96% | 加碼 |
| 10 | VNQ | Vanguard Real Estate ETF | +0.1% | +0.39% | 加碼 |
| 11 | MTZ | Mastec Inc | +0.1% | +1.12% | 加碼 |
| 12 | KKR | Kkr & Co Inc | +0.1% | +2.61% | 加碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.74% | 加碼 |
| 14 | ICE | Intercontinental Exchange In | +0.1% | -0.46% | 減碼 |
| 15 | CCK | Crown Holdings Inc | +0.1% | +1.06% | 加碼 |
| 16 | HD | Home Depot Inc | +0.1% | +30.76% | 加碼 |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | -1.91% | 減碼 |
| 18 | KEYS | Keysight Technologies In | +0.1% | +0.47% | 加碼 |
| 19 | CTBI | Community Trust Bancorp Inc | +0.1% | -4.09% | 減碼 |
| 20 | TMUS | T-mobile US Inc | +0.1% | +0.36% | 加碼 |
| 21 | NKE | Nike Inc -cl B | +0.1% | +1.54% | 加碼 |
| 22 | ZTS | Zoetis Inc | +0.1% | +0.06% | 加碼 |
| 23 | IQV | Iqvia Holdings Inc | +0.1% | +1.14% | 加碼 |
| 24 | SPGI | S&p Global Inc | +0.1% | -0.58% | 減碼 |
| 25 | NEE | Nextera Energy Inc | +0.1% | -0.08% | 減碼 |
| 26 | MDLZ | Mondelez International Inc-a | +0.1% | +3.69% | 加碼 |
| 27 | SON | Sonoco Products Co | +0.1% | NEW | 新建倉 |
| 28 | GTLS | Chart Industries Inc | 0% | +35.41% | 加碼 |
| 29 | TMO | Thermo Fisher Scientific Inc | 0% | -1.12% | 減碼 |
| 30 | PLD | Prologis Inc | 0% | +0.22% | 加碼 |
| 31 | ABBV | Abbvie Inc | 0% | +9.96% | 加碼 |
| 32 | GVI | Ishares Intermediate Governm | 0% | +8.82% | 加碼 |
| 33 | LIN | Linde plc | 0% | -0.30% | 減碼 |
| 34 | CRM | Salesforce Inc | 0% | +1.28% | 加碼 |
| 35 | PG | Procter & Gamble Co/the | 0% | +2.90% | 加碼 |
| 36 | CVS | Cvs Health CORP | 0% | +2.22% | 加碼 |
| 37 | LHX | L3harris Technologies Inc | 0% | +1.21% | 加碼 |
| 38 | AVGO | Broadcom Inc | 0% | +892.39% | 加碼 |
| 39 | JPM | Jpmorgan Chase & Co | 0% | +2.29% | 加碼 |
| 40 | BSX | Boston Scientific CORP | 0% | -2.07% | 減碼 |
| 41 | RTX | Rtx CORP | 0% | -12.03% | 減碼 |
| 42 | COST | Costco Wholesale CORP | 0% | +1.46% | 加碼 |
| 43 | V | Visa Inc-class A Shares | 0% | +1.24% | 加碼 |
| 44 | TJX | Tjx Companies Inc | -0.2% | -14.64% | 減碼 |
| 45 | NVDA | Nvidia CORP | -0.2% | +4.67% | 加碼 |
| 46 | MSFT | Microsoft CORP | -0.4% | +5.24% | 加碼 |
| 47 | AMZN | Amazon.com Inc | -0.4% | +0.53% | 加碼 |
| 48 | XOM | Exxon Mobil CORP | -0.7% | -89.59% | 減碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.7% | +0.57% | 加碼 |
| 50 | JNJ | Johnson & Johnson | -0.9% | -91.22% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Community Trust & Investment Co 在 Q3 2024 季度的美股持倉總市值約為 US$19.4億，共申報了 132 個公開持股部位。
在 Q3 2024 季度，Community Trust & Investment Co 按市值排列的前三大核心持股分別為：CTBI (6.0%)、MSFT (5.9%)、AAPL (5.5%)。其中最大持股部位 CTBI 佔據整體投資組合約 6.0% 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
SON
市值: US$91.7萬
本季最大獲利了結 / 清倉標的
CTBI
前期市值: US$8746.1萬
在 Q3 2024 季度中，Community Trust & Investment Co 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 35 個部位、減碼 13 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SON。
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。