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: 0000897378
申報總市值
US$162.5億
US$162.5億
357 檔
8.6%
在 Q3 2024 的 13F 官方備案中，Congress Asset Management Co 管理的美股投資組合規模來到 US$162.5億，整體持股檔數為 357 檔。
在 Q3 2024 期間，Congress Asset Management Co 展現了靈活的資產再平衡步調，透過出清 5 檔弱勢或達到目標價部位，將資金轉置於 9 檔新建倉標的之中。
在資產配置集中度方面，Congress Asset Management Co 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合計佔整體申報市值的 8.6%，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 357 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 | 2.28% | -0.10% | -0.00% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.21% | +0.10% | -0.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | +0.18% | +0.24% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.71% | -0.34% | +0.45% | |
| 5 | ONTO | Onto Innovation Inc | 股票-科技 | 1.52% | — | +38.08% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | -0.24% | +0.73% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | +0.22% | -0.21% | |
| 8 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.20% | — | +0.45% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 1.18% | -0.21% | +0.20% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.18% | -0.27% | +0.53% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.16% | +0.07% | -0.32% | |
| 12 | SPSC | Sps Commerce Inc | 股票-科技 | 1.11% | -0.07% | EXIT | |
| 13 | CTAS | Cintas CORP | 股票-工業 | 1.10% | -0.04% | +295.62% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.10% | -0.03% | -7.85% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.18% | +0.40% | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 1.07% | -0.60% | +0.79% | |
| 17 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.05% | -0.18% | +7.93% | |
| 18 | VVV | Valvoline Inc | 股票-循環性消費 | 1.04% | — | +2.82% | |
| 19 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 1.03% | — | -1.57% | |
| 20 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.03% | -0.01% | +0.32% | |
| 21 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.03% | -0.29% | +0.94% | |
| 22 | CW | Curtiss-wright CORP | 股票-工業 | 1.03% | -0.18% | +136.80% | |
| 23 | EME | Emcor Group Inc | 股票-工業 | 0.98% | -0.04% | -15.36% | |
| 24 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.98% | -0.73% | +3.20% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.97% | -0.52% | +1.22% | |
| 26 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.97% | -0.06% | -1.20% | |
| 27 | SNPS | Synopsys Inc | 股票-科技 | 0.97% | -0.04% | +0.23% | |
| 28 | BRO | Brown & Brown Inc | 股票-金融 | 0.96% | — | -1.10% | |
| 29 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.96% | — | +490.45% | |
| 30 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 0.95% | — | +446.45% | |
| 31 | RMD | Resmed Inc | 股票-醫療保健 | 0.94% | — | -0.84% | |
| 32 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.94% | -0.12% | +0.10% | |
| 33 | CPRT | Copart Inc | 股票-工業 | 0.94% | — | -2.71% | |
| 34 | MLM | Martin Marietta Materials | 股票-原物料 | 0.93% | -0.78% | +0.49% | |
| 35 | INTU | Intuit Inc | 股票-科技 | 0.92% | -0.01% | EXIT | |
| 36 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.92% | -0.13% | +0.45% | |
| 37 | DT | Dynatrace Inc | 股票-科技 | 0.91% | -0.48% | EXIT | |
| 38 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.91% | +0.03% | -40.72% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.88% | -0.02% | +829.04% | |
| 40 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.87% | -0.29% | +3.00% | |
| 41 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.87% | — | +1.49% | |
| 42 | CR | Crane Co | 股票-工業 | 0.86% | +0.05% | -28.02% | |
| 43 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.85% | — | +0.33% | |
| 44 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.85% | — | -0.80% | |
| 45 | ECL | Ecolab Inc | 股票-原物料 | 0.85% | -0.12% | +1.31% | |
| 46 | PEN | Penumbra Inc | 股票-醫療保健 | 0.84% | -0.73% | -0.99% | |
| 47 | NVT | nVent Electric plc | 股票-工業 | 0.83% | +0.08% | -14.17% | |
| 48 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 0.83% | — | — | |
| 49 | POOL | Pool CORP | 股票-工業 | 0.83% | -0.08% | EXIT | |
| 50 | WTS | Watts Water Technologies-a | 股票-工業 | 0.82% | — | -1.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | USFD | US Foods Holding CORP | +0.8% | NEW | 新建倉 |
| 2 | AEO | American Eagle Outfitters | +0.8% | NEW | 新建倉 |
| 3 | GS | Goldman Sachs Group Inc | +0.8% | +829.04% | 加碼 |
| 4 | HALO | Halozyme Therapeutics Inc | +0.8% | +446.45% | 加碼 |
| 5 | CMG | Chipotle Mexican Grill Inc | +0.8% | NEW | 新建倉 |
| 6 | ATR | Aptargroup Inc | +0.7% | NEW | 新建倉 |
| 7 | PTC | Ptc Inc | +0.7% | +767.77% | 加碼 |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.7% | +743.70% | 加碼 |
| 9 | CW | Curtiss-wright CORP | +0.7% | +136.80% | 加碼 |
| 10 | PANW | Palo Alto Networks Inc | +0.7% | NEW | 新建倉 |
| 11 | CRTO | Criteo Sa-spon Adr | +0.3% | NEW | 新建倉 |
| 12 | BOX | Box Inc - Class A | +0.3% | NEW | 新建倉 |
| 13 | LRN | Stride Inc | +0.3% | NEW | 新建倉 |
| 14 | ONTO | Onto Innovation Inc | +0.3% | +38.08% | 加碼 |
| 15 | DT | Dynatrace Inc | +0.3% | +23.87% | 加碼 |
| 16 | OII | Oceaneering Intl Inc | +0.3% | NEW | 新建倉 |
| 17 | SHW | Sherwin-williams Co/the | +0.2% | +0.32% | 加碼 |
| 18 | CVLT | Commvault Systems Inc | +0.2% | +29.36% | 加碼 |
| 19 | HWM | Howmet Aerospace Inc | +0.2% | +3.00% | 加碼 |
| 20 | STRL | Sterling Infrastructure Inc | +0.2% | +19.14% | 加碼 |
| 21 | RMD | Resmed Inc | +0.2% | -0.84% | 減碼 |
| 22 | COO | Cooper Cos Inc/the | +0.2% | +0.10% | 加碼 |
| 23 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +122.81% | 加碼 |
| 24 | AAPL | Apple Inc | +0.1% | -0.00% | 減碼 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +0.73% | 加碼 |
| 26 | ORLY | O'reilly Automotive Inc | +0.1% | +7.93% | 加碼 |
| 27 | CTAS | Cintas CORP | +0.1% | +295.62% | 加碼 |
| 28 | CHUYUSD | Chuy's Holdings Inc | -0.2% | EXIT | 清倉 |
| 29 | PGNY | Progyny Inc | -0.2% | EXIT | 清倉 |
| 30 | SNPS | Synopsys Inc | -0.2% | +0.23% | 加碼 |
| 31 | CLB | Core Laboratories Inc | -0.3% | EXIT | 清倉 |
| 32 | NVT | nVent Electric plc | -0.3% | -14.17% | 減碼 |
| 33 | CR | Crane Co | -0.3% | -28.02% | 減碼 |
| 34 | ELF | Elf Beauty Inc | -0.3% | +14.16% | 加碼 |
| 35 | P | Everpure Inc-a | -0.3% | -10.49% | 減碼 |
| 36 | WSC | Willscot Holdings CORP | -0.4% | EXIT | 清倉 |
| 37 | WFRD | Weatherford International plc | -0.4% | -11.25% | 減碼 |
| 38 | QLYS | Qualys Inc | -0.4% | -26.35% | 減碼 |
| 39 | DV | Doubleverify Holdings Inc | -0.4% | EXIT | 清倉 |
| 40 | CME | Cme Group Inc | -0.5% | -84.39% | 減碼 |
| 41 | MPWR | Monolithic Power Systems Inc | -0.5% | -40.72% | 減碼 |
| 42 | KEYS | Keysight Technologies In | -0.6% | -98.19% | 減碼 |
| 43 | PG | Procter & Gamble Co/the | -0.7% | -93.43% | 減碼 |
| 44 | ROP | Roper Technologies Inc | -0.7% | -92.79% | 減碼 |
| 45 | DRI | Darden Restaurants Inc | -0.8% | -97.70% | 減碼 |
| 46 | STE | STERIS plc | -0.8% | -81.74% | 減碼 |
| 47 | AVY | Avery Dennison CORP | -0.8% | -85.84% | 減碼 |
| 48 | FCX | Freeport-mcmoran Inc | -0.9% | -98.28% | 減碼 |
| 49 | DXCM | Dexcom Inc | -0.9% | -97.90% | 減碼 |
| 50 | ENTG | Entegris Inc | -1% | -88.59% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Congress Asset Management Co 在 Q3 2024 季度的美股持倉總市值約為 US$162.5億，共申報了 357 個公開持股部位。
在 Q3 2024 季度，Congress Asset Management Co 按市值排列的前三大核心持股分別為：AAPL (2.3%)、NVDA (2.2%)、MSFT (1.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.3% 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
USFD
市值: US$1.2億
本季最大獲利了結 / 清倉標的
DV
前期市值: US$6153.3萬
在 Q3 2024 季度中，Congress Asset Management Co 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 18 個部位、減碼 18 個部位以及清倉 5 個部位。 其中最大新建倉標的為 USFD。 本季清倉部位包含 DV。
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。