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: 0001566113
申報總市值
US$3.3億
US$3.3億
154 檔
26.9%
在 Q1 2024 的 13F 官方備案中，Court Place Advisors, LLC 管理的美股投資組合規模來到 US$3.3億，整體持股檔數為 154 檔。
從 Q1 2024 申報觀察，Court Place Advisors, LLC 採取防禦導向的調倉策略，本季減碼 32 檔個股並出清 12 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, URI, ADP）累計市值佔比達 26.9%，是驅動 Court Place Advisors, LLC 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 | MSFT | Microsoft CORP | 股票-科技 | 8.03% | +1.59% | -6.75% | |
| 2 | URI | United Rentals Inc | 股票-工業 | 6.61% | +1.87% | -8.67% | |
| 3 | ADP | Automatic Data Processing | 股票-科技 | 5.35% | -1.05% | -6.74% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.74% | -0.77% | -2.27% | |
| 5 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 4.12% | -1.24% | -4.91% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.20% | +0.60% | -3.54% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.97% | -0.60% | -3.91% | |
| 8 | SPGI | S&p Global Inc | 股票-金融 | 2.34% | -0.38% | -8.77% | |
| 9 | ROST | Ross Stores Inc | 股票-循環性消費 | 2.31% | +0.06% | -3.89% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 2.18% | -0.10% | -12.45% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.91% | — | -7.35% | |
| 12 | MKL | Markel Group Inc | 股票-金融 | 1.69% | — | +12.24% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | -0.21% | -6.81% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.55% | -0.07% | -4.82% | |
| 15 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.54% | -0.39% | -5.17% | |
| 16 | SEIC | Sei Investments Company | 股票-金融 | 1.46% | -0.07% | -5.94% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.43% | +1.04% | -17.80% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.39% | +0.07% | -2.01% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.36% | -0.17% | -4.68% | |
| 20 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.26% | +0.39% | -4.99% | |
| 21 | RTX | Rtx CORP | 股票-工業 | 1.20% | +0.17% | -10.32% | |
| 22 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.19% | — | -9.08% | |
| 23 | INTC | Intel CORP | 股票-科技 | 1.13% | +0.07% | -7.84% | |
| 24 | ✓ | 股票-其他 | 1.12% | -0.01% | -5.76% | ||
| 25 | AFL | Aflac Inc | 股票-金融 | 1.12% | — | — | |
| 26 | PNC | Pnc Financial Services Group | 股票-金融 | 1.03% | — | -1.07% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.99% | +0.87% | -4.32% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | +0.12% | -13.35% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.95% | +0.22% | -3.31% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | +0.39% | -5.13% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.88% | — | -8.23% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.84% | — | +23.50% | |
| 33 | DOV | Dover CORP | 股票-工業 | 0.83% | +0.26% | -6.59% | |
| 34 | COR | Cencora Inc | 股票-醫療保健 | 0.79% | +0.02% | -5.20% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.77% | -0.34% | +14.05% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | — | — | |
| 37 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.72% | -0.17% | -5.73% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.70% | — | -2.85% | |
| 39 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.67% | +0.05% | -1.06% | |
| 40 | ETN | Eaton Corporation plc | 股票-工業 | 0.66% | +0.08% | -6.39% | |
| 41 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.66% | — | -12.91% | |
| 42 | BIIB | Biogen Inc | 股票-醫療保健 | 0.64% | — | -12.27% | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.59% | +0.11% | -23.48% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.59% | — | -3.35% | |
| 45 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.56% | — | -10.02% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.53% | — | -2.59% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | — | -26.84% | |
| 48 | ACA | Arcosa Inc | 股票-工業 | 0.50% | — | -5.10% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.49% | — | -7.49% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.48% | — | -9.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | URI | United Rentals Inc | +0.7% | -8.67% | 減碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.7% | NEW | 新建倉 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -2.27% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.5% | -17.80% | 減碼 |
| 5 | MKL | Markel Group Inc | +0.3% | +12.24% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.2% | -6.75% | 減碼 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | -4.68% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.1% | -3.31% | 減碼 |
| 9 | PG | Procter & Gamble Co/the | +0.1% | -3.91% | 減碼 |
| 10 | ORCL | Oracle CORP | +0.1% | -4.32% | 減碼 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -6.81% | 減碼 |
| 12 | ETN | Eaton Corporation plc | +0.1% | -6.39% | 減碼 |
| 13 | ✓ | +0.1% | -5.76% | 減碼 | |
| 14 | LLY | Eli Lilly & Co | +0.1% | — | 不變 |
| 15 | COR | Cencora Inc | +0.1% | -5.20% | 減碼 |
| 16 | QCOM | Qualcomm Inc | +0.1% | -2.85% | 減碼 |
| 17 | XLK | Ss Technology Select Sector | +0.1% | -3.54% | 減碼 |
| 18 | SEIC | Sei Investments Company | +0.1% | -5.94% | 減碼 |
| 19 | DIS | Walt Disney Co/the | +0.1% | -11.12% | 減碼 |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | 新建倉 |
| 21 | ERIE | Erie Indemnity Company-cl A | +0.1% | NEW | 新建倉 |
| 22 | KMB | Kimberly-clark CORP | +0.1% | NEW | 新建倉 |
| 23 | MDY | State Street Spdr S&p Midcap | 0% | -4.82% | 減碼 |
| 24 | DOW | Dow Inc | -0.1% | EXIT | 清倉 |
| 25 | MDT | Medtronic plc | -0.1% | EXIT | 清倉 |
| 26 | PWR | Quanta Services Inc | -0.1% | EXIT | 清倉 |
| 27 | MGA | Magna International Inc | -0.1% | EXIT | 清倉 |
| 28 | CCI | Crown Castle Inc | -0.1% | EXIT | 清倉 |
| 29 | C | Citigroup Inc | -0.1% | EXIT | 清倉 |
| 30 | VKTX | Viking Therapeutics Inc | -0.1% | EXIT | 清倉 |
| 31 | DVN | Devon Energy CORP | -0.1% | EXIT | 清倉 |
| 32 | KMI | Kinder Morgan, Inc. | -0.1% | EXIT | 清倉 |
| 33 | BAC | Bank Of America CORP | -0.1% | -31.76% | 減碼 |
| 34 | ON | On Semiconductor | -0.1% | -13.79% | 減碼 |
| 35 | AMPH | Amphastar Pharmaceuticals In | -0.1% | EXIT | 清倉 |
| 36 | HD | Home Depot Inc | -0.1% | -12.45% | 減碼 |
| 37 | UPS | United Parcel Service-cl B | -0.1% | -16.26% | 減碼 |
| 38 | CVS | Cvs Health CORP | -0.1% | -9.08% | 減碼 |
| 39 | FIS | Fidelity National Info Serv | -0.1% | EXIT | 清倉 |
| 40 | GOOG | Alphabet Inc-cl C | -0.2% | EXIT | 清倉 |
| 41 | OABI | Omniab Inc | -0.2% | -58.01% | 減碼 |
| 42 | LGND | Ligand Pharmaceuticals | -0.2% | -48.56% | 減碼 |
| 43 | JNJ | Johnson & Johnson | -0.2% | -26.84% | 減碼 |
| 44 | CSCO | Cisco Systems Inc | -0.2% | -7.35% | 減碼 |
| 45 | PFE | Pfizer Inc | -0.2% | -46.58% | 減碼 |
| 46 | AAPL | Apple Inc | -0.2% | -2.01% | 減碼 |
| 47 | BIIB | Biogen Inc | -0.3% | -12.27% | 減碼 |
| 48 | INTC | Intel CORP | -0.3% | -7.84% | 減碼 |
| 49 | SPGI | S&p Global Inc | -0.4% | -8.77% | 減碼 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | -75.00% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Court Place Advisors, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$3.3億，共申報了 154 個公開持股部位。
在 Q1 2024 季度，Court Place Advisors, LLC 按市值排列的前三大核心持股分別為：MSFT (8.0%)、URI (6.6%)、ADP (5.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.0% 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
IVV
市值: US$227.2萬
本季最大獲利了結 / 清倉標的
GOOG
前期市值: US$46.8萬
在 Q1 2024 季度中，Court Place Advisors, LLC 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 1 個部位、減碼 32 個部位以及清倉 12 個部位。 其中最大新建倉標的為 IVV。 本季清倉部位包含 GOOG。
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。