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: 0001776878
申報總市值
US$3.3億
US$3.3億
362 檔
33.0%
Core Alternative Capital 在 Q3 2024 季度的美股部位總計估值為 US$3.3億，分散於 362 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 Core Alternative Capital 於 Q3 2024 季度持續回收資金，對 74 個既有部位進行裁減並清倉 6 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 AAPL, MSFT, JPM）累計市值佔比達 33.0%，是驅動 Core Alternative Capital 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 362 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 | 6.33% | -0.15% | -3.51% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.72% | -0.22% | -1.08% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.32% | +0.10% | -6.59% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.23% | +0.52% | -2.32% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.71% | +0.08% | +37.13% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.71% | +0.44% | -5.23% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 2.12% | -0.46% | +52.72% | |
| 8 | AFL | Aflac Inc | 股票-金融 | 1.98% | -0.04% | -12.87% | |
| 9 | SO | Southern Co/the | 股票-公用事業 | 1.94% | -0.20% | -8.64% | |
| 10 | ✓ | 股票-其他 | 1.92% | — | +5237.65% | ||
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.89% | -0.02% | -9.13% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.87% | -0.24% | -2.09% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.86% | -0.67% | +58.96% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.83% | -0.09% | -9.22% | |
| 15 | WM | Waste Management Inc | 股票-工業 | 1.82% | -0.21% | +59.20% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 1.79% | -0.36% | -9.19% | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.78% | -0.30% | -10.97% | |
| 18 | FISV | Fiserv Inc | 股票-其他 | 1.67% | -0.13% | -12.63% | |
| 19 | CB | Chubb Limited | 股票-金融 | 1.65% | -0.11% | -9.04% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.61% | -0.01% | -8.13% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.56% | -0.01% | -9.14% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.54% | +0.31% | -3.71% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.54% | -0.29% | -9.58% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.50% | -0.03% | -1.36% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.42% | -0.20% | -11.14% | |
| 26 | BR | Broadridge Financial Solutio | 股票-科技 | 1.41% | -0.24% | -9.62% | |
| 27 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.41% | +0.07% | -2.15% | |
| 28 | O | Realty Income CORP | 股票-房地產 | 1.41% | -0.09% | -9.88% | |
| 29 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.40% | -0.13% | -0.20% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 1.40% | +1.52% | -7.19% | |
| 31 | NSC | Norfolk Southern CORP | 股票-工業 | 1.39% | — | -10.26% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 1.37% | -0.55% | -9.40% | |
| 33 | CME | Cme Group Inc | 股票-金融 | 1.34% | -0.50% | +5.05% | |
| 34 | FDS | Factset Research Systems Inc | 股票-金融 | 1.33% | -0.26% | -9.17% | |
| 35 | PAYX | Paychex Inc | 股票-科技 | 1.32% | -0.01% | -11.44% | |
| 36 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.25% | -0.24% | -0.81% | |
| 37 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.18% | -0.01% | -11.14% | |
| 38 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.17% | -0.02% | -10.17% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | +0.10% | -0.82% | |
| 40 | BX | Blackstone Inc | 股票-金融 | 1.05% | — | -2.14% | |
| 41 | TGT | Target CORP | 股票-循環性消費 | 1.02% | -0.05% | -1.37% | |
| 42 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.01% | -0.23% | -4.54% | |
| 43 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.00% | +0.11% | -0.18% | |
| 44 | NTAP | Netapp Inc | 股票-科技 | 0.98% | +0.36% | -2.66% | |
| 45 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.91% | +0.77% | -2.43% | |
| 46 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.91% | -0.01% | EXIT | |
| 47 | LHX | L3harris Technologies Inc | 股票-工業 | 0.82% | -0.32% | +0.19% | |
| 48 | ITW | Illinois Tool Works | 股票-工業 | 0.76% | -0.06% | -0.57% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | +0.46% | -2.11% | |
| 50 | TEL | TE Connectivity plc | 股票-科技 | 0.75% | -0.16% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.9% | +5237.65% | 加碼 | |
| 2 | UNH | Unitedhealth Group Inc | +0.9% | +37.13% | 加碼 |
| 3 | WMT | Walmart Inc | +0.9% | +52.72% | 加碼 |
| 4 | TEL | TE Connectivity plc | +0.8% | NEW | 新建倉 |
| 5 | XOM | Exxon Mobil CORP | +0.7% | +58.96% | 加碼 |
| 6 | WM | Waste Management Inc | +0.6% | +59.20% | 加碼 |
| 7 | ✓ | Fdic Bank Deposit Sweep Not Covered By Sipc | +0.4% | NEW | 新建倉 |
| 8 | DHI | Dr Horton Inc | +0.3% | -2.15% | 減碼 |
| 9 | NEE | Nextera Energy Inc | +0.2% | -2.09% | 減碼 |
| 10 | AAPL | Apple Inc | +0.2% | -3.51% | 減碼 |
| 11 | SHW | Sherwin-williams Co/the | +0.2% | -0.18% | 減碼 |
| 12 | CME | Cme Group Inc | +0.2% | +5.05% | 加碼 |
| 13 | LMT | Lockheed Martin CORP | +0.2% | -9.19% | 減碼 |
| 14 | BX | Blackstone Inc | +0.2% | -2.14% | 減碼 |
| 15 | NEM | Newmont CORP | +0.2% | +0.50% | 加碼 |
| 16 | APD | Air Products & Chemicals Inc | +0.1% | -0.20% | 減碼 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | -0.06% | 減碼 |
| 18 | AFL | Aflac Inc | +0.1% | -12.87% | 減碼 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.36% | 減碼 |
| 20 | O | Realty Income CORP | +0.1% | -9.88% | 減碼 |
| 21 | SO | Southern Co/the | +0.1% | -8.64% | 減碼 |
| 22 | MCD | Mcdonald's CORP | +0.1% | -10.97% | 減碼 |
| 23 | MDT | Medtronic plc | +0.1% | -2.67% | 減碼 |
| 24 | ITW | Illinois Tool Works | 0% | -0.57% | 減碼 |
| 25 | CSCO | Cisco Systems Inc | 0% | -2.11% | 減碼 |
| 26 | FISV | Fiserv Inc | 0% | -12.63% | 減碼 |
| 27 | ACN | Accenture plc | 0% | -9.58% | 減碼 |
| 28 | TJX | Tjx Companies Inc | 0% | -0.81% | 減碼 |
| 29 | TMO | Thermo Fisher Scientific Inc | 0% | +0.05% | 加碼 |
| 30 | MMM | 3m Co | 0% | — | 不變 |
| 31 | META | Meta Platforms Inc-class A | 0% | -0.64% | 減碼 |
| 32 | FTEXX | Fidelity Muni Mmkt | 0% | NEW | 新建倉 |
| 33 | LHX | L3harris Technologies Inc | 0% | +0.19% | 加碼 |
| 34 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 35 | ABBV | Abbvie Inc | 0% | +3.96% | 加碼 |
| 36 | HD | Home Depot Inc | 0% | +7.38% | 加碼 |
| 37 | BLKCHF | Blackrock Inc | 0% | -2.19% | 減碼 |
| 38 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 39 | TSCO | Tractor Supply Company | 0% | — | 不變 |
| 40 | ORCL | Oracle CORP | 0% | -1.80% | 減碼 |
| 41 | GWW | Ww Grainger Inc | 0% | — | 不變 |
| 42 | V | Visa Inc-class A Shares | 0% | -0.82% | 減碼 |
| 43 | ETN | Eaton Corporation plc | 0% | +2.05% | 加碼 |
| 44 | AVGO | Broadcom Inc | 0% | +896.16% | 加碼 |
| 45 | MDLZ | Mondelez International Inc-a | 0% | -0.64% | 減碼 |
| 46 | ICE | Intercontinental Exchange In | 0% | — | 不變 |
| 47 | MFC | Manulife Financial CORP | 0% | +0.29% | 加碼 |
| 48 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 49 | DHR | Danaher CORP | 0% | — | 不變 |
| 50 | RTX | Rtx CORP | 0% | -1.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Core Alternative Capital 在 Q3 2024 季度的美股持倉總市值約為 US$3.3億，共申報了 362 個公開持股部位。
在 Q3 2024 季度，Core Alternative Capital 按市值排列的前三大核心持股分別為：AAPL (6.3%)、MSFT (5.7%)、JPM (3.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.3% 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
TEL
市值: US$387.4萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$389.4萬
在 Q3 2024 季度中，Core Alternative Capital 共進行了 110 項持倉異動，包含新建倉 5 個部位、加碼 25 個部位、減碼 74 個部位以及清倉 6 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
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。