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: 0001365707
申報總市值
US$5.7億
US$5.7億
392 檔
10.8%
根據最新整理的 13F 季度數據集，Contravisory Investment Management, Inc. 於 Q4 2024 結束時的管理資產規模為 US$5.7億。該機構在本季度申報了 392 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Contravisory Investment Management, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 20 個部位並完全清倉 13 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Contravisory Investment Management, Inc. 的前 5 大持股（包含 SPOT, NFLX, TSM）貢獻了組合市值的 10.8%，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
OKE
市值: US$948.3萬
本季最大獲利了結 / 清倉標的
MCK
前期市值: US$1248.4萬
僅顯示前 200 大持股（共 392 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 | 3.09% | — | -7.17% | |
| 2 | NFLX | Netflix Inc | 股票-通訊服務 | 3.00% | — | NEW | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.47% | +0.66% | -2.26% | |
| 4 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 2.29% | — | -1.64% | |
| 5 | FISV | Fiserv Inc | 股票-其他 | 2.23% | — | -2.25% | |
| 6 | CTAS | Cintas CORP | 股票-工業 | 2.21% | -1.62% | EXIT | |
| 7 | DLR | Digital Realty Trust Inc | 股票-房地產 | 2.20% | — | -0.49% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.17% | — | NEW | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.17% | -0.05% | -1.06% | |
| 10 | AFL | Aflac Inc | 股票-金融 | 2.08% | -0.17% | -0.88% | |
| 11 | UBS | UBS Group AG | 股票-金融 | 2.05% | +0.09% | -0.95% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 2.04% | -1.64% | -0.42% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 2.04% | -1.91% | -0.17% | |
| 14 | MSI | Motorola Solutions Inc | 股票-科技 | 2.04% | — | -1.80% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.04% | +0.06% | -1.43% | |
| 16 | OKE | Oneok Inc | 股票-能源 | 2.03% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.00% | -1.62% | -0.79% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.95% | -0.11% | -0.26% | |
| 19 | PNC | Pnc Financial Services Group | 股票-金融 | 1.95% | — | -0.23% | |
| 20 | CPAY | Corpay Inc | 股票-科技 | 1.95% | — | -0.83% | |
| 21 | AXP | American Express Co | 股票-金融 | 1.90% | -1.71% | -0.24% | |
| 22 | CARR | Carrier Global CORP | 股票-工業 | 1.89% | — | -0.47% | |
| 23 | FITB | Fifth Third Bancorp | 股票-金融 | 1.83% | — | -0.39% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.79% | — | -0.76% | |
| 25 | IOT | Samsara Inc-cl A | 股票-科技 | 1.77% | — | -1.52% | |
| 26 | SN | SharkNinja, Inc. | 股票-循環性消費 | 1.75% | — | — | |
| 27 | CMS | Cms Energy CORP | 股票-公用事業 | 1.74% | — | EXIT | |
| 28 | CPRT | Copart Inc | 股票-工業 | 1.74% | — | -0.77% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.18% | -0.53% | |
| 30 | UDR | Udr Inc | 股票-房地產 | 1.72% | — | +0.50% | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 1.71% | +0.07% | +1619.75% | |
| 32 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.71% | — | — | |
| 33 | SYK | Stryker CORP | 股票-醫療保健 | 1.69% | — | EXIT | |
| 34 | RVTY | Revvity Inc | 股票-醫療保健 | 1.65% | -0.01% | EXIT | |
| 35 | AA | Alcoa CORP | 股票-原物料 | 1.61% | — | -0.28% | |
| 36 | EQR | Equity Residential | 股票-房地產 | 1.59% | — | +0.68% | |
| 37 | WCN | Waste Connections Inc | 股票-工業 | 1.59% | — | -0.03% | |
| 38 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.56% | — | -0.24% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.39% | -0.03% | +0.64% | |
| 40 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.35% | — | -0.43% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.34% | -0.13% | -3.50% | |
| 42 | PWR | Quanta Services Inc | 股票-工業 | 0.30% | — | -1.12% | |
| 43 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.29% | -0.03% | -1.97% | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.28% | -0.04% | EXIT | |
| 45 | GRMN | Garmin Ltd. | 股票-科技 | 0.27% | — | +0.29% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.26% | +0.59% | -21.00% | |
| 47 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.26% | — | -1.66% | |
| 48 | COR | Cencora Inc | 股票-醫療保健 | 0.26% | -1.86% | EXIT | |
| 49 | TRGP | Targa Resources CORP | 股票-能源 | 0.25% | — | -0.69% | |
| 50 | WAB | Wabtec CORP | 股票-工業 | 0.25% | -0.03% | -0.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | OKE | Oneok Inc | +2% | NEW | 新建倉 |
| 2 | SN | SharkNinja, Inc. | +1.8% | NEW | 新建倉 |
| 3 | CMS | Cms Energy CORP | +1.7% | NEW | 新建倉 |
| 4 | AVB | Avalonbay Communities Inc | +1.7% | NEW | 新建倉 |
| 5 | CAT | Caterpillar Inc | +1.6% | +1619.75% | 加碼 |
| 6 | RVTY | Revvity Inc | +1.6% | +1715.91% | 加碼 |
| 7 | NFLX | Netflix Inc | +0.5% | -5.21% | 減碼 |
| 8 | SPOT | Spotify Technology S.A. | +0.4% | -7.17% | 減碼 |
| 9 | AMZN | Amazon.com Inc | +0.3% | -1.06% | 減碼 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -2.26% | 減碼 |
| 11 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 12 | FISV | Fiserv Inc | +0.2% | -2.25% | 減碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -0.26% | 減碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -1.43% | 減碼 |
| 15 | BAC | Bank Of America CORP | +0.2% | -0.17% | 減碼 |
| 16 | DLR | Digital Realty Trust Inc | +0.2% | -0.49% | 減碼 |
| 17 | EWG | Ishares Msci Germany ETF | +0.2% | NEW | 新建倉 |
| 18 | MKTX | Marketaxess Holdings Inc | +0.2% | NEW | 新建倉 |
| 19 | AXP | American Express Co | +0.2% | -0.24% | 減碼 |
| 20 | AAL | American Airlines Group Inc | +0.2% | NEW | 新建倉 |
| 21 | CPRT | Copart Inc | +0.1% | -0.77% | 減碼 |
| 22 | CPAY | Corpay Inc | +0.1% | -0.83% | 減碼 |
| 23 | BIO | Bio-rad Laboratories-a | +0.1% | NEW | 新建倉 |
| 24 | REG | Regency Centers CORP | +0.1% | NEW | 新建倉 |
| 25 | NI | Nisource Inc | +0.1% | NEW | 新建倉 |
| 26 | PODD | Insulet CORP | +0.1% | NEW | 新建倉 |
| 27 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | NEW | 新建倉 |
| 28 | MA | Mastercard Inc - A | +0.1% | -0.42% | 減碼 |
| 29 | ALLE | Allegion plc | +0.1% | NEW | 新建倉 |
| 30 | AOS | Smith (a.o.) CORP | -0.2% | EXIT | 清倉 |
| 31 | EFA | Ishares Msci Eafe ETF | -0.2% | -37.49% | 減碼 |
| 32 | CCL1EUR | Carnival CORP LTD | -0.2% | EXIT | 清倉 |
| 33 | XLE | Ss Energy Select Sector | -0.2% | EXIT | 清倉 |
| 34 | EPOL | Ishares Msci Poland ETF | -0.2% | EXIT | 清倉 |
| 35 | EIRL | Ishares Msci Ireland ETF | -0.2% | EXIT | 清倉 |
| 36 | AFL | Aflac Inc | -0.2% | -0.88% | 減碼 |
| 37 | IOT | Samsara Inc-cl A | -0.2% | -1.52% | 減碼 |
| 38 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清倉 |
| 39 | NEE | Nextera Energy Inc | -0.2% | +0.64% | 加碼 |
| 40 | SNPS | Synopsys Inc | -0.3% | EXIT | 清倉 |
| 41 | CTAS | Cintas CORP | -0.3% | -1.37% | 減碼 |
| 42 | KLAC | Kla CORP | -0.3% | -99.19% | 減碼 |
| 43 | CARR | Carrier Global CORP | -0.4% | -0.47% | 減碼 |
| 44 | DHI | Dr Horton Inc | -0.6% | -0.24% | 減碼 |
| 45 | TGT | Target CORP | -1.6% | EXIT | 清倉 |
| 46 | LRCXEUR | Lam Research CORP | -1.7% | EXIT | 清倉 |
| 47 | CTLTEUR | Catalent Inc | -1.7% | EXIT | 清倉 |
| 48 | WLK | Westlake CORP | -2% | EXIT | 清倉 |
| 49 | AMAT | Applied Materials Inc | -2% | EXIT | 清倉 |
| 50 | MCK | Mckesson CORP | -2.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Contravisory Investment Management, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$5.7億，共申報了 392 個公開持股部位。
在 Q4 2024 季度，Contravisory Investment Management, Inc. 按市值排列的前三大核心持股分別為：SPOT (3.1%)、NFLX (3.0%)、TSM (2.5%)。其中最大持股部位 SPOT 佔據整體投資組合約 3.1% 的權重。
在 Q4 2024 季度中，Contravisory Investment Management, Inc. 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 3 個部位、減碼 20 個部位以及清倉 13 個部位。 其中最大新建倉標的為 OKE。 本季清倉部位包含 MCK。
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。
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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。