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。
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CIK: 0001365707
申報總市值
US$5.7億
US$5.7億
343 檔
10.5%
在 Q3 2024 的 13F 官方備案中，Contravisory Investment Management, Inc. 管理的美股投資組合規模來到 US$5.7億，整體持股檔數為 343 檔。
數據顯示 Contravisory Investment Management, Inc. 於 Q3 2024 季度持續回收資金，對 17 個既有部位進行裁減並清倉 12 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Contravisory Investment Management, Inc. 的前 5 大核心持股（包含 SPOT, MCK, CTAS 等）合計佔整體申報市值的 10.5%，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 343 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 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 2.74% | — | -1.45% | |
| 2 | MCK | Mckesson CORP | 股票-醫療保健 | 2.67% | — | -2.92% | |
| 3 | CTAS | Cintas CORP | 股票-工業 | 2.52% | -1.62% | EXIT | |
| 4 | NFLX | Netflix Inc | 股票-通訊服務 | 2.52% | — | NEW | |
| 5 | AFL | Aflac Inc | 股票-金融 | 2.27% | -0.17% | -0.01% | |
| 6 | CARR | Carrier Global CORP | 股票-工業 | 2.24% | — | +0.61% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.22% | +0.66% | -0.15% | |
| 8 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 2.22% | — | -0.82% | |
| 9 | DHI | Dr Horton Inc | 股票-循環性消費 | 2.13% | — | -1.97% | |
| 10 | UBS | UBS Group AG | 股票-金融 | 2.11% | +0.09% | -0.29% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.11% | — | NEW | |
| 12 | DLR | Digital Realty Trust Inc | 股票-房地產 | 2.02% | — | +0.18% | |
| 13 | MSI | Motorola Solutions Inc | 股票-科技 | 2.02% | — | -1.33% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 2.00% | — | -0.95% | |
| 15 | IOT | Samsara Inc-cl A | 股票-科技 | 1.97% | — | -0.27% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.97% | -1.62% | +0.12% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.97% | +0.16% | +4.11% | |
| 18 | WLK | Westlake CORP | 股票-原物料 | 1.95% | — | -0.18% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.93% | -1.64% | -0.66% | |
| 20 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.89% | — | +1.45% | |
| 21 | PNC | Pnc Financial Services Group | 股票-金融 | 1.87% | — | -0.06% | |
| 22 | FITB | Fifth Third Bancorp | 股票-金融 | 1.87% | — | +0.10% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.86% | -0.05% | -0.89% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.85% | -1.91% | +0.07% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.82% | +0.06% | +0.28% | |
| 26 | CPAY | Corpay Inc | 股票-科技 | 1.81% | — | -0.47% | |
| 27 | UDR | Udr Inc | 股票-房地產 | 1.79% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.18% | -0.58% | |
| 29 | AXP | American Express Co | 股票-金融 | 1.74% | -1.71% | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.11% | +1411.93% | |
| 31 | CTLTEUR | Catalent Inc | 股票-其他 | 1.70% | — | +1329.89% | |
| 32 | SYK | Stryker CORP | 股票-醫療保健 | 1.69% | — | EXIT | |
| 33 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.68% | — | -1.69% | |
| 34 | WCN | Waste Connections Inc | 股票-工業 | 1.66% | — | -0.07% | |
| 35 | AA | Alcoa CORP | 股票-原物料 | 1.65% | — | — | |
| 36 | EQR | Equity Residential | 股票-房地產 | 1.64% | — | — | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.62% | -0.03% | +72930.08% | |
| 38 | CPRT | Copart Inc | 股票-工業 | 1.60% | — | -0.64% | |
| 39 | TGT | Target CORP | 股票-循環性消費 | 1.58% | -0.15% | +0.48% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | -0.06% | +39.06% | |
| 41 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.35% | — | -7.28% | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.33% | -0.13% | +37.99% | |
| 43 | KLAC | Kla CORP | 股票-科技 | 0.33% | +1.70% | +0.10% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | +0.59% | -32.77% | |
| 45 | SNPS | Synopsys Inc | 股票-科技 | 0.30% | — | -2.82% | |
| 46 | PWR | Quanta Services Inc | 股票-工業 | 0.29% | — | +2.36% | |
| 47 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.28% | — | -1.38% | |
| 48 | IRM | Iron Mountain Inc | 股票-房地產 | 0.27% | — | -17.06% | |
| 49 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.27% | -0.03% | -18.47% | |
| 50 | COR | Cencora Inc | 股票-醫療保健 | 0.26% | -1.86% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UDR | Udr Inc | +1.8% | NEW | 新建倉 |
| 2 | AXP | American Express Co | +1.7% | NEW | 新建倉 |
| 3 | AA | Alcoa CORP | +1.7% | NEW | 新建倉 |
| 4 | EQR | Equity Residential | +1.6% | NEW | 新建倉 |
| 5 | NEE | Nextera Energy Inc | +1.6% | +72930.08% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +1.6% | +1411.93% | 加碼 |
| 7 | CTLTEUR | Catalent Inc | +1.6% | +1329.89% | 加碼 |
| 8 | IOT | Samsara Inc-cl A | +0.5% | -0.27% | 減碼 |
| 9 | DHI | Dr Horton Inc | +0.5% | -1.97% | 減碼 |
| 10 | CARR | Carrier Global CORP | +0.4% | +0.61% | 加碼 |
| 11 | AFL | Aflac Inc | +0.4% | -0.01% | 減碼 |
| 12 | SPOT | Spotify Technology S.A. | +0.3% | -1.45% | 減碼 |
| 13 | CTAS | Cintas CORP | +0.3% | +296.62% | 加碼 |
| 14 | FISV | Fiserv Inc | +0.3% | -0.95% | 減碼 |
| 15 | PNC | Pnc Financial Services Group | +0.2% | -0.06% | 減碼 |
| 16 | FITB | Fifth Third Bancorp | +0.2% | +0.10% | 加碼 |
| 17 | MSI | Motorola Solutions Inc | +0.2% | -1.33% | 減碼 |
| 18 | CPAY | Corpay Inc | +0.2% | -0.47% | 減碼 |
| 19 | EWD | Ishares Msci Sweden ETF | +0.2% | NEW | 新建倉 |
| 20 | META | Meta Platforms Inc-class A | +0.2% | +0.12% | 加碼 |
| 21 | HAS | Hasbro Inc | +0.2% | +9547.83% | 加碼 |
| 22 | LDOS | Leidos Holdings Inc | +0.2% | NEW | 新建倉 |
| 23 | CL | Colgate-palmolive Co | +0.2% | NEW | 新建倉 |
| 24 | SW | Smurfit Westrock Plc | +0.2% | NEW | 新建倉 |
| 25 | MA | Mastercard Inc - A | +0.1% | -0.66% | 減碼 |
| 26 | BBY | Best Buy Co Inc | +0.1% | NEW | 新建倉 |
| 27 | MRSH | Marsh & Mclennan Cos | +0.1% | +1.45% | 加碼 |
| 28 | DLR | Digital Realty Trust Inc | +0.1% | +0.18% | 加碼 |
| 29 | CRL | Charles River Laboratories | -0.1% | EXIT | 清倉 |
| 30 | MAS | Masco CORP | -0.1% | EXIT | 清倉 |
| 31 | CDW | Cdw Corp/de | -0.1% | -96.52% | 減碼 |
| 32 | EWW | Ishares Msci Mexico ETF | -0.2% | EXIT | 清倉 |
| 33 | WRKUSD | Westrock Co | -0.2% | EXIT | 清倉 |
| 34 | DPZ | Domino's Pizza Inc | -0.2% | EXIT | 清倉 |
| 35 | XLE | Ss Energy Select Sector | -0.2% | -40.54% | 減碼 |
| 36 | EWQ | Ishares Msci France ETF | -0.2% | EXIT | 清倉 |
| 37 | CBOE | Cboe Global Markets Inc | -0.2% | EXIT | 清倉 |
| 38 | XLK | Ss Technology Select Sector | -0.2% | -32.77% | 減碼 |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | +0.28% | 加碼 |
| 40 | CMG | Chipotle Mexican Grill Inc | -0.3% | -0.82% | 減碼 |
| 41 | AMAT | Applied Materials Inc | -0.3% | +4.11% | 加碼 |
| 42 | LRCXEUR | Lam Research CORP | -0.6% | -1.69% | 減碼 |
| 43 | MCK | Mckesson CORP | -0.7% | -2.92% | 減碼 |
| 44 | FAST | Fastenal Co | -1.6% | EXIT | 清倉 |
| 45 | CDNS | Cadence Design Sys Inc | -1.6% | -85.01% | 減碼 |
| 46 | ABNB | Airbnb Inc-class A | -1.7% | EXIT | 清倉 |
| 47 | SHOP | Shopify Inc - Class A | -1.8% | EXIT | 清倉 |
| 48 | CAH | Cardinal Health Inc | -2% | EXIT | 清倉 |
| 49 | PINS | Pinterest Inc- Class A | -2.2% | EXIT | 清倉 |
| 50 | CRWD | Crowdstrike Holdings Inc - A | -3.3% | -99.58% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Contravisory Investment Management, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$5.7億，共申報了 343 個公開持股部位。
在 Q3 2024 季度，Contravisory Investment Management, Inc. 按市值排列的前三大核心持股分別為：SPOT (2.7%)、MCK (2.7%)、CTAS (2.5%)。其中最大持股部位 SPOT 佔據整體投資組合約 2.7% 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
UDR
市值: US$838.2萬
本季最大獲利了結 / 清倉標的
PINS
前期市值: US$995.9萬
在 Q3 2024 季度中，Contravisory Investment Management, Inc. 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 12 個部位、減碼 17 個部位以及清倉 12 個部位。 其中最大新建倉標的為 UDR。 本季清倉部位包含 PINS。
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。