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
163 檔
22.4%
Connors Investor Services Inc 在 Q4 2024 季度的美股部位總計估值為 US$11.6億，分散於 163 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 Connors Investor Services Inc 於 Q4 2024 季度持續回收資金，對 78 個既有部位進行裁減並清倉 9 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 PLTR, AAPL, SPY）累計市值佔比達 22.4%，是驅動 Connors Investor Services Inc 該季度整體投資組合績效表現的核心支柱。
| # | 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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 6.40% | -3.38% | -4.19% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.93% | -0.18% | +1.76% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.97% | +0.04% | -0.23% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.83% | -0.03% | -2.76% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.13% | +0.59% | +1.85% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.86% | +0.20% | -1.04% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 2.33% | +0.27% | -19.30% | |
| 8 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.97% | -0.37% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.84% | +0.50% | -3.71% | |
| 10 | AXP | American Express Co | 股票-金融 | 1.82% | +1.09% | NEW | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.80% | +0.49% | +1.79% | |
| 12 | DASH | Doordash Inc - A | 股票-循環性消費 | 1.80% | +0.17% | -12.63% | |
| 13 | CB | Chubb Limited | 股票-金融 | 1.69% | -0.03% | -1.75% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.69% | -0.12% | -2.14% | |
| 15 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.68% | -1.33% | -1.23% | |
| 16 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.68% | +0.72% | +95.76% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.64% | -0.22% | +2.81% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.64% | -0.05% | +0.61% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | +0.09% | +3.78% | |
| 20 | NOW | Servicenow Inc | 股票-科技 | 1.60% | +0.02% | NEW | |
| 21 | ETN | Eaton Corporation plc | 股票-工業 | 1.60% | +0.19% | -7.89% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.55% | +0.34% | +8.67% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.55% | +0.14% | -2.58% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 1.53% | -0.13% | +2.56% | |
| 25 | PWR | Quanta Services Inc | 股票-工業 | 1.49% | +0.06% | -9.76% | |
| 26 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.46% | -0.20% | +31.65% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | +0.24% | -9.79% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.41% | — | +0.31% | |
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.39% | -0.32% | -3.25% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 1.38% | -0.04% | +3.42% | |
| 31 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.37% | -0.05% | -0.91% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.36% | — | +43.87% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 1.30% | — | -2.44% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 1.23% | +0.19% | -1.10% | |
| 35 | LIN | Linde plc | 股票-原物料 | 1.23% | -0.04% | -1.13% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 1.18% | +0.28% | -2.36% | |
| 37 | WELL | Welltower Inc | 股票-房地產 | 1.18% | +0.11% | +89.80% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.05% | — | -7.62% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.99% | — | -4.44% | |
| 40 | TGT | Target CORP | 股票-循環性消費 | 0.99% | — | -5.00% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.98% | — | -7.69% | |
| 42 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.94% | — | +3.59% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.01% | +21.25% | |
| 44 | DOV | Dover CORP | 股票-工業 | 0.90% | — | +12.46% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.74% | +0.01% | -0.64% | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.66% | — | -37.36% | |
| 47 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 0.53% | -0.04% | -2.02% | |
| 48 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.49% | — | -39.46% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | +0.06% | -0.59% | |
| 50 | TYL | Tyler Technologies Inc | 股票-科技 | 0.44% | -0.26% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +3% | -4.19% | 減碼 |
| 2 | WELL | Welltower Inc | +0.5% | +89.80% | 加碼 |
| 3 | DIS | Walt Disney Co/the | +0.5% | +43.87% | 加碼 |
| 4 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | +0.4% | NEW | 新建倉 |
| 5 | GQGPX | Gqg Part Emerg Mkts Eq-inv | +0.4% | NEW | 新建倉 |
| 6 | AAPL | Apple Inc | +0.3% | +1.76% | 加碼 |
| 7 | TJX | Tjx Companies Inc | +0.3% | +31.65% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.3% | -1.04% | 減碼 |
| 9 | NVDA | Nvidia CORP | +0.3% | +1.85% | 加碼 |
| 10 | WFC | Wells Fargo & Co | +0.3% | +3.42% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.3% | -2.36% | 減碼 |
| 12 | HRMY | Harmony Biosciences Holdings | +0.2% | NEW | 新建倉 |
| 13 | HLMN | Hillman Solutions CORP | +0.2% | NEW | 新建倉 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.79% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +3.78% | 加碼 |
| 16 | UMH | Umh Properties Inc | +0.2% | +832.70% | 加碼 |
| 17 | PG | Procter & Gamble Co/the | +0.2% | +115.71% | 加碼 |
| 18 | NOW | Servicenow Inc | +0.1% | -5.75% | 減碼 |
| 19 | CVX | Chevron CORP | +0.1% | +21.25% | 加碼 |
| 20 | RBLX | Roblox CORP -class A | +0.1% | -2.02% | 減碼 |
| 21 | TBRG | Trubridge Inc | +0.1% | -3.31% | 減碼 |
| 22 | BAC | Bank Of America CORP | +0.1% | +0.31% | 加碼 |
| 23 | AXP | American Express Co | +0.1% | -0.91% | 減碼 |
| 24 | SMTC | Semtech CORP | +0.1% | -2.47% | 減碼 |
| 25 | CRDO | Credo Technology Group Holding Ltd | +0.1% | -42.17% | 減碼 |
| 26 | IMAX | Imax CORP | +0.1% | +0.06% | 加碼 |
| 27 | WOBDX | Jpmorgan Core Bond-i | +0.1% | NEW | 新建倉 |
| 28 | DOV | Dover CORP | +0.1% | +12.46% | 加碼 |
| 29 | CLBT | Cellebrite DI Ltd. | +0.1% | -1.65% | 減碼 |
| 30 | DFSEUR | Discover Financial Services | +0.1% | -1.22% | 減碼 |
| 31 | VRNS | Varonis Systems Inc | +0.1% | +64.65% | 加碼 |
| 32 | THRM | Gentherm Inc | +0.1% | +60.08% | 加碼 |
| 33 | TRUP | Trupanion Inc | 0% | -0.71% | 減碼 |
| 34 | MWTIX | Tcw Metwest Ttl Rtrn Bnd-i | 0% | NEW | 新建倉 |
| 35 | CALX | Calix Inc | 0% | +26.22% | 加碼 |
| 36 | ✓ | Cyberark Software LTD. Cmn | 0% | -1.00% | 減碼 |
| 37 | LOVE | Lovesac Co/the | 0% | +40.10% | 加碼 |
| 38 | PANW | Palo Alto Networks Inc | 0% | +95.76% | 加碼 |
| 39 | COST | Costco Wholesale CORP | 0% | +0.61% | 加碼 |
| 40 | IMXI | International Money Express | 0% | -1.34% | 減碼 |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +42.55% | 加碼 |
| 42 | CMG | Chipotle Mexican Grill Inc | 0% | NEW | 新建倉 |
| 43 | SSTK | Shutterstock Inc | 0% | +27.51% | 加碼 |
| 44 | SWPPX | Schwab S&p 500 Index-sel | 0% | NEW | 新建倉 |
| 45 | EEFT | Euronet Worldwide Inc | 0% | NEW | 新建倉 |
| 46 | LTMIX | Thornburg LTD Trm Muni-i | 0% | NEW | 新建倉 |
| 47 | ASPN | Aspen Aerogels Inc | 0% | NEW | 新建倉 |
| 48 | INDI | Indie Semiconductor Inc-a | 0% | NEW | 新建倉 |
| 49 | V | Visa Inc-class A Shares | 0% | -9.79% | 減碼 |
| 50 | AX | Axos Financial Inc | 0% | -1.25% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Connors Investor Services Inc 在 Q4 2024 季度的美股持倉總市值約為 US$11.6億，共申報了 163 個公開持股部位。
在 Q4 2024 季度，Connors Investor Services Inc 按市值排列的前三大核心持股分別為：PLTR (6.4%)、AAPL (5.9%)、SPY (5.0%)。其中最大持股部位 PLTR 佔據整體投資組合約 6.4% 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
GSIMX
市值: US$404.2萬
本季最大獲利了結 / 清倉標的
DEA
前期市值: US$254.5萬
在 Q4 2024 季度中，Connors Investor Services Inc 共進行了 145 項持倉異動，包含新建倉 14 個部位、加碼 44 個部位、減碼 78 個部位以及清倉 9 個部位。 其中最大新建倉標的為 GSIMX。 本季清倉部位包含 DEA。
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。