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: 0000884548
申報總市值
US$11.6億
US$11.6億
158 檔
18.8%
根據最新整理的 13F 季度數據集，Connors Investor Services Inc 於 Q3 2024 結束時的管理資產規模為 US$11.6億。該機構在本季度申報了 158 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Connors Investor Services Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 77 個部位並完全清倉 10 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, SPY, MSFT）占據了總市值的 18.8%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 5.59% | -0.18% | -2.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.04% | +0.04% | -7.07% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.15% | -0.03% | -0.49% | |
| 4 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.39% | -3.38% | -2.71% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.86% | +0.59% | +5.25% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.53% | +0.20% | -4.04% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 2.47% | +0.27% | +3.93% | |
| 8 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.27% | -0.37% | +121.10% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.97% | +0.50% | -2.16% | |
| 10 | CB | Chubb Limited | 股票-金融 | 1.85% | -0.03% | -0.55% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.82% | +0.14% | -2.09% | |
| 12 | DASH | Doordash Inc - A | 股票-循環性消費 | 1.81% | +0.17% | -2.24% | |
| 13 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.81% | -0.22% | -10.70% | |
| 14 | ETN | Eaton Corporation plc | 股票-工業 | 1.79% | +0.19% | +10.64% | |
| 15 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.77% | -1.33% | -2.81% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.74% | -0.12% | +12.30% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.73% | +1.09% | NEW | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.69% | +0.34% | -18.40% | |
| 19 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.67% | -0.05% | +12.71% | |
| 20 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.66% | -0.32% | +32.67% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.66% | +0.72% | -0.88% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.62% | -0.05% | -4.52% | |
| 23 | PWR | Quanta Services Inc | 股票-工業 | 1.61% | +0.06% | +12.09% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 1.61% | -0.13% | -15.64% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.60% | +0.49% | -26.40% | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 1.48% | +0.02% | NEW | |
| 27 | LIN | Linde plc | 股票-原物料 | 1.46% | -0.04% | +1.07% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 1.46% | — | +2.19% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | +0.24% | +0.04% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.41% | +0.09% | -3.91% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 1.40% | — | -26.11% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.34% | — | +0.28% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 1.31% | — | -5.60% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 1.29% | +0.19% | -3.88% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.26% | — | -6.66% | |
| 36 | TGT | Target CORP | 股票-循環性消費 | 1.24% | — | -4.34% | |
| 37 | SLB | Slb LTD | 股票-能源 | 1.20% | — | +40.41% | |
| 38 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.15% | — | — | |
| 39 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.12% | -0.20% | +22.86% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 1.11% | -0.04% | +1.85% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.11% | — | +4.74% | |
| 42 | PLD | Prologis Inc | 股票-房地產 | 0.93% | -0.03% | — | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | +0.28% | — | |
| 44 | DOV | Dover CORP | 股票-工業 | 0.84% | — | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.84% | — | -0.24% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.84% | +0.01% | +0.95% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.01% | -6.74% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.67% | -0.06% | -1.23% | |
| 49 | WELL | Welltower Inc | 股票-房地產 | 0.65% | +0.11% | -55.43% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | +0.06% | +1.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | +1.2% | +121.10% | 加碼 |
| 2 | SWK | Stanley Black & Decker Inc | +1.2% | NEW | 新建倉 |
| 3 | PLD | Prologis Inc | +0.9% | NEW | 新建倉 |
| 4 | AVGO | Broadcom Inc | +0.9% | NEW | 新建倉 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.8% | -2.71% | 減碼 |
| 6 | DOV | Dover CORP | +0.8% | NEW | 新建倉 |
| 7 | VZ | Verizon Communications Inc | +0.4% | +32.67% | 加碼 |
| 8 | DASH | Doordash Inc - A | +0.3% | -2.24% | 減碼 |
| 9 | PWR | Quanta Services Inc | +0.3% | +12.09% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +12.30% | 加碼 |
| 11 | 6D8 | Dupont De Nemours Inc | +0.2% | +12.71% | 加碼 |
| 12 | TJX | Tjx Companies Inc | +0.2% | +22.86% | 加碼 |
| 13 | VRNS | Varonis Systems Inc | +0.2% | NEW | 新建倉 |
| 14 | SLB | Slb LTD | +0.2% | +40.41% | 加碼 |
| 15 | ETN | Eaton Corporation plc | +0.1% | +10.64% | 加碼 |
| 16 | AXP | American Express Co | +0.1% | -0.44% | 減碼 |
| 17 | NOW | Servicenow Inc | +0.1% | +2.61% | 加碼 |
| 18 | OMCL | Omnicell Inc | +0.1% | -3.32% | 減碼 |
| 19 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.74% | 加碼 |
| 20 | SMTC | Semtech CORP | +0.1% | -1.45% | 減碼 |
| 21 | GDOT | Green Dot Corp-class A | +0.1% | +19.67% | 加碼 |
| 22 | YUM | Yum! Brands Inc | +0.1% | NEW | 新建倉 |
| 23 | MS | Morgan Stanley | +0.1% | +3.93% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | -2.09% | 減碼 |
| 25 | CB | Chubb Limited | +0.1% | -0.55% | 減碼 |
| 26 | AMRC | Ameresco Inc-cl A | +0.1% | -3.10% | 減碼 |
| 27 | ZETA | Zeta Global Holdings Corp-a | +0.1% | -26.38% | 減碼 |
| 28 | YUMC | Yum China Holdings Inc | +0.1% | NEW | 新建倉 |
| 29 | CLBT | Cellebrite DI Ltd. | +0.1% | -3.19% | 減碼 |
| 30 | RBLX | Roblox CORP -class A | 0% | — | 不變 |
| 31 | AFL | Aflac Inc | 0% | — | 不變 |
| 32 | LOW | Lowe's Cos Inc | 0% | -10.70% | 減碼 |
| 33 | LIN | Linde plc | 0% | +1.07% | 加碼 |
| 34 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.95% | 加碼 |
| 35 | IMAX | Imax CORP | 0% | -2.71% | 減碼 |
| 36 | IMXI | International Money Express | 0% | +33.18% | 加碼 |
| 37 | HCSG | Healthcare Services Group | 0% | +11.51% | 加碼 |
| 38 | LOVE | Lovesac Co/the | 0% | -3.11% | 減碼 |
| 39 | SFNC | Simmons First Natl Corp-cl A | 0% | -3.40% | 減碼 |
| 40 | OGS | One Gas Inc | 0% | -3.15% | 減碼 |
| 41 | SSTK | Shutterstock Inc | 0% | +26.81% | 加碼 |
| 42 | CLNE | Clean Energy Fuels CORP | 0% | -1.30% | 減碼 |
| 43 | RMD | Resmed Inc | 0% | NEW | 新建倉 |
| 44 | BXUSD | Blackstone Group Lp/the | 0% | NEW | 新建倉 |
| 45 | IBM | Intl Business Machines CORP | 0% | NEW | 新建倉 |
| 46 | OLOGBX | Olo Inc - Class A | 0% | NEW | 新建倉 |
| 47 | EFA | Ishares Msci Eafe ETF | 0% | +1.61% | 加碼 |
| 48 | TBRG | Trubridge Inc | 0% | -4.85% | 減碼 |
| 49 | TACT | Transact Technologies Inc | 0% | +87.22% | 加碼 |
| 50 | IRWD | Ironwood Pharmaceuticals Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Connors Investor Services Inc 在 Q3 2024 季度的美股持倉總市值約為 US$11.6億，共申報了 158 個公開持股部位。
在 Q3 2024 季度，Connors Investor Services Inc 按市值排列的前三大核心持股分別為：AAPL (5.6%)、SPY (5.0%)、MSFT (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.6% 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
SWK
市值: US$1191.7萬
本季最大獲利了結 / 清倉標的
EMR
前期市值: US$1469.6萬
在 Q3 2024 季度中，Connors Investor Services Inc 共進行了 134 項持倉異動，包含新建倉 15 個部位、加碼 32 個部位、減碼 77 個部位以及清倉 10 個部位。 其中最大新建倉標的為 SWK。 本季清倉部位包含 EMR。
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。