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
386 檔
9.0%
截至 Q4 2024 季度末，Congress Asset Management Co 的美股持倉估值約為 US$162.5億，全數申報部位共有 386 檔。
Congress Asset Management Co 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 10 個全新部位及加碼 16 檔持股的同時，亦同步清倉 3 檔並減碼 21 檔標的。
整體而言，Congress Asset Management Co 的前 5 大持股（包含 AAPL, NVDA, MSFT）貢獻了組合市值的 9.0%，形成該機構在 Q4 2024 季度的基本面基石。
本季最大新建倉標的
ANET
市值: US$2.0億
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$1.8億
僅顯示前 200 大持股（共 386 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 | 2.44% | -0.10% | +0.46% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.43% | +0.10% | +0.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | +0.18% | +10.54% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.72% | -0.34% | -1.82% | |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.42% | -0.27% | +181.61% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | +0.07% | +7.41% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.37% | -0.27% | +0.05% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 1.37% | -0.29% | — | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | -0.24% | +1.62% | |
| 10 | NOW | Servicenow Inc | 股票-科技 | 1.27% | -0.60% | +1.00% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | +0.18% | +1.11% | |
| 12 | ETN | Eaton Corporation plc | 股票-工業 | 1.18% | -0.21% | +0.58% | |
| 13 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 1.12% | — | +94.94% | |
| 14 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.09% | -0.29% | +0.12% | |
| 15 | CW | Curtiss-wright CORP | 股票-工業 | 1.06% | -0.18% | -3.76% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.05% | -0.03% | +0.38% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.05% | +0.22% | -0.51% | |
| 18 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.04% | -0.73% | +0.21% | |
| 19 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 1.04% | — | -14.52% | |
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | -0.02% | +1.17% | |
| 21 | SPSC | Sps Commerce Inc | 股票-科技 | 1.01% | -0.07% | EXIT | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.00% | -0.52% | +1.07% | |
| 23 | CTAS | Cintas CORP | 股票-工業 | 0.99% | -0.04% | +2.46% | |
| 24 | PEN | Penumbra Inc | 股票-醫療保健 | 0.98% | -0.73% | -4.48% | |
| 25 | RJF | Raymond James Financial Inc | 股票-金融 | 0.96% | -0.06% | -5.93% | |
| 26 | EME | Emcor Group Inc | 股票-工業 | 0.95% | -0.04% | -7.49% | |
| 27 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.95% | -0.29% | +0.95% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 0.93% | -0.01% | EXIT | |
| 29 | SNPS | Synopsys Inc | 股票-科技 | 0.92% | -0.04% | -0.63% | |
| 30 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.91% | — | -2.58% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.90% | -0.01% | -0.69% | |
| 32 | CPRT | Copart Inc | 股票-工業 | 0.90% | — | -11.38% | |
| 33 | MLM | Martin Marietta Materials | 股票-原物料 | 0.89% | -0.78% | +0.37% | |
| 34 | BRO | Brown & Brown Inc | 股票-金融 | 0.88% | — | -6.40% | |
| 35 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.88% | — | +1.19% | |
| 36 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 0.87% | — | -3.50% | |
| 37 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.86% | -0.18% | -19.55% | |
| 38 | DT | Dynatrace Inc | 股票-科技 | 0.85% | -0.48% | EXIT | |
| 39 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.85% | -0.06% | -16.56% | |
| 40 | PTC | Ptc Inc | 股票-科技 | 0.84% | -0.18% | EXIT | |
| 41 | VVV | Valvoline Inc | 股票-循環性消費 | 0.84% | — | -6.53% | |
| 42 | PH | Parker Hannifin CORP | 股票-工業 | 0.82% | -0.10% | +15.51% | |
| 43 | NFLX | Netflix Inc | 股票-通訊服務 | 0.82% | -0.07% | +1.58% | |
| 44 | P | Everpure Inc-a | 股票-科技 | 0.81% | -0.09% | +4.04% | |
| 45 | RMD | Resmed Inc | 股票-醫療保健 | 0.81% | — | -7.67% | |
| 46 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.80% | — | -0.30% | |
| 47 | ECL | Ecolab Inc | 股票-原物料 | 0.79% | -0.12% | +2.00% | |
| 48 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.78% | — | +1.42% | |
| 49 | CR | Crane Co | 股票-工業 | 0.78% | +0.05% | -5.27% | |
| 50 | SAIA | Saia Inc | 股票-工業 | 0.77% | — | -8.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.4% | NEW | 新建倉 |
| 2 | OLLI | Ollie's Bargain Outlet Holdi | +1% | +181.61% | 加碼 |
| 3 | GDDY | Godaddy Inc - Class A | +0.8% | NEW | 新建倉 |
| 4 | BKR | Baker Hughes Co | +0.7% | NEW | 新建倉 |
| 5 | DXCM | Dexcom Inc | +0.7% | +5456.91% | 加碼 |
| 6 | DELL | Dell Technologies -c | +0.7% | NEW | 新建倉 |
| 7 | SFM | Sprouts Farmers Market Inc | +0.6% | +94.94% | 加碼 |
| 8 | SHOP | Shopify Inc - Class A | +0.6% | NEW | 新建倉 |
| 9 | MKTX | Marketaxess Holdings Inc | +0.5% | NEW | 新建倉 |
| 10 | IDCC | Interdigital Inc | +0.4% | NEW | 新建倉 |
| 11 | ACIW | Aci Worldwide Inc | +0.4% | NEW | 新建倉 |
| 12 | PRIM | Primoris Services CORP | +0.3% | NEW | 新建倉 |
| 13 | RMBS | Rambus Inc | +0.3% | NEW | 新建倉 |
| 14 | IWP | Ishares Russell Mid-cap Grow | +0.3% | +86.76% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.41% | 加碼 |
| 16 | NVDA | Nvidia CORP | +0.2% | +0.37% | 加碼 |
| 17 | NOW | Servicenow Inc | +0.2% | +1.00% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.2% | +0.05% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.2% | +1.58% | 加碼 |
| 20 | P | Everpure Inc-a | +0.2% | +4.04% | 加碼 |
| 21 | VCEL | Vericel CORP | +0.2% | +12.57% | 加碼 |
| 22 | AAPL | Apple Inc | +0.2% | +0.46% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.2% | +1.11% | 加碼 |
| 24 | CRM | Salesforce Inc | +0.2% | +5.47% | 加碼 |
| 25 | RJF | Raymond James Financial Inc | +0.2% | -5.93% | 減碼 |
| 26 | ELF | Elf Beauty Inc | +0.2% | +21.33% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +1.17% | 加碼 |
| 28 | LLY | Eli Lilly & Co | -0.2% | -0.51% | 減碼 |
| 29 | ORLY | O'reilly Automotive Inc | -0.2% | -19.55% | 減碼 |
| 30 | WFRD | Weatherford International plc | -0.2% | -27.79% | 減碼 |
| 31 | VVV | Valvoline Inc | -0.2% | -6.53% | 減碼 |
| 32 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -21.97% | 減碼 |
| 33 | COO | Cooper Cos Inc/the | -0.2% | -7.16% | 減碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.3% | -23.54% | 減碼 |
| 35 | MGPI | Mgp Ingredients Inc | -0.3% | EXIT | 清倉 |
| 36 | BAH | Booz Allen Hamilton Holdings | -0.3% | -9.87% | 減碼 |
| 37 | HALO | Halozyme Therapeutics Inc | -0.3% | -19.47% | 減碼 |
| 38 | AEO | American Eagle Outfitters | -0.4% | -21.55% | 減碼 |
| 39 | MPWR | Monolithic Power Systems Inc | -0.4% | -9.38% | 減碼 |
| 40 | ICFI | Icf International Inc | -0.4% | -98.35% | 減碼 |
| 41 | FIX | Comfort Systems USA Inc | -0.4% | -62.61% | 減碼 |
| 42 | CRL | Charles River Laboratories | -0.6% | -98.99% | 減碼 |
| 43 | ULTA | Ulta Beauty Inc | -0.7% | EXIT | 清倉 |
| 44 | ZTS | Zoetis Inc | -0.7% | -66.86% | 減碼 |
| 45 | XOM | Exxon Mobil CORP | -0.7% | -89.78% | 減碼 |
| 46 | HO1 | Hologic Inc | -0.7% | -98.27% | 減碼 |
| 47 | POOL | Pool CORP | -0.7% | -87.62% | 減碼 |
| 48 | FN | Fabrinet | -0.8% | -96.58% | 減碼 |
| 49 | ONTO | Onto Innovation Inc | -1% | -54.49% | 減碼 |
| 50 | ANETEUR | Arista Networks Inc | -1.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Congress Asset Management Co 在 Q4 2024 季度的美股持倉總市值約為 US$162.5億，共申報了 386 個公開持股部位。
在 Q4 2024 季度，Congress Asset Management Co 按市值排列的前三大核心持股分別為：AAPL (2.4%)、NVDA (2.4%)、MSFT (1.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.4% 的權重。
在 Q4 2024 季度中，Congress Asset Management Co 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 16 個部位、減碼 21 個部位以及清倉 3 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。
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。
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。