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
165 檔
29.2%
根據最新整理的 13F 季度數據集，Court Place Advisors, LLC 於 Q3 2024 結束時的管理資產規模為 US$3.3億。該機構在本季度申報了 165 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2024 的申報記錄反映 Court Place Advisors, LLC 的板塊替換策略：機構本季推動了 21 筆增持與 29 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, URI, ADP）占據了總市值的 29.2%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 7.55% | +1.59% | -50.05% | |
| 2 | URI | United Rentals Inc | 股票-工業 | 7.26% | +1.87% | -68.07% | |
| 3 | ADP | Automatic Data Processing | 股票-科技 | 5.52% | -1.05% | -99.18% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.58% | -0.77% | -83.66% | |
| 5 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 3.88% | -1.24% | -93.92% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.05% | +0.60% | +43.91% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.93% | -0.60% | -24.25% | |
| 8 | SPGI | S&p Global Inc | 股票-金融 | 2.74% | -0.38% | -57.48% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 2.28% | -0.10% | -77.85% | |
| 10 | ROST | Ross Stores Inc | 股票-循環性消費 | 2.20% | +0.06% | -53.07% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | +1.04% | -85.74% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 1.81% | — | -92.12% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.69% | +0.07% | -46.67% | |
| 14 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.66% | -0.39% | -96.77% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.65% | -0.07% | +56.37% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.61% | +0.39% | -75.23% | |
| 17 | MKL | Markel Group Inc | 股票-金融 | 1.61% | — | +322.53% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.45% | -0.21% | +26.30% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.27% | +0.87% | -99.38% | |
| 20 | SEIC | Sei Investments Company | 股票-金融 | 1.24% | -0.07% | -99.99% | |
| 21 | AFL | Aflac Inc | 股票-金融 | 1.21% | — | -95.33% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.07% | -0.17% | -76.42% | |
| 23 | ✓ | 股票-其他 | 1.03% | -0.01% | -27.80% | ||
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | +0.12% | -70.12% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | +0.39% | -82.75% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.92% | — | +533.09% | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 0.88% | +0.22% | -93.56% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.86% | — | -63.54% | |
| 29 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.85% | — | -76.84% | |
| 30 | DOV | Dover CORP | 股票-工業 | 0.82% | +0.26% | -60.71% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.82% | — | +102400.00% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.81% | -0.34% | +776.70% | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.77% | — | +292.14% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.74% | — | +206.73% | |
| 35 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.71% | -0.17% | -70.41% | |
| 36 | COR | Cencora Inc | 股票-醫療保健 | 0.70% | +0.02% | -52.88% | |
| 37 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.69% | +0.05% | -12.54% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.68% | +0.11% | -41.29% | |
| 39 | ETN | Eaton Corporation plc | 股票-工業 | 0.68% | +0.08% | +1334.88% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.67% | — | +70.06% | |
| 41 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.64% | — | -77.19% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | — | -66.23% | |
| 43 | XLF | Ss Financial Select Sector | ETF-其他 | 0.58% | — | -22.86% | |
| 44 | PNC | Pnc Financial Services Group | 股票-金融 | 0.51% | — | +35.51% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.50% | — | +54.12% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.50% | — | -38.57% | |
| 47 | BIIB | Biogen Inc | 股票-醫療保健 | 0.49% | — | -72.51% | |
| 48 | ACA | Arcosa Inc | 股票-工業 | 0.49% | — | -47.38% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.48% | — | -66.51% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.48% | — | -47.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | URI | United Rentals Inc | +0.9% | -68.07% | 減碼 |
| 2 | ADP | Automatic Data Processing | +0.3% | -99.18% | 減碼 |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.3% | NEW | 新建倉 |
| 4 | MU | Micron Technology Inc | +0.3% | NEW | 新建倉 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -83.66% | 減碼 |
| 6 | SPGI | S&p Global Inc | +0.2% | -57.48% | 減碼 |
| 7 | HD | Home Depot Inc | +0.2% | -77.85% | 減碼 |
| 8 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | -75.23% | 減碼 |
| 9 | MDY | State Street Spdr S&p Midcap | +0.1% | +56.37% | 加碼 |
| 10 | RTX | Rtx CORP | +0.1% | -89.25% | 減碼 |
| 11 | ORCL | Oracle CORP | +0.1% | -99.38% | 減碼 |
| 12 | CHKP | Check Point Software Technologies Ltd. | +0.1% | -96.77% | 減碼 |
| 13 | AFL | Aflac Inc | +0.1% | -95.33% | 減碼 |
| 14 | V | Visa Inc-class A Shares | +0.1% | +943.71% | 加碼 |
| 15 | ERIE | Erie Indemnity Company-cl A | +0.1% | NEW | 新建倉 |
| 16 | PEG | Public Service Enterprise Gp | +0.1% | -77.19% | 減碼 |
| 17 | NVR | Nvr Inc | +0.1% | +7222.78% | 加碼 |
| 18 | GNRC | Generac Holdings Inc | +0.1% | NEW | 新建倉 |
| 19 | PAYC | Paycom Software Inc | +0.1% | +155.60% | 加碼 |
| 20 | PH | Parker Hannifin CORP | +0.1% | NEW | 新建倉 |
| 21 | PM | Philip Morris International | +0.1% | NEW | 新建倉 |
| 22 | PSN | Parsons CORP | +0.1% | NEW | 新建倉 |
| 23 | ANETEUR | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 24 | AGX | Argan Inc | +0.1% | NEW | 新建倉 |
| 25 | EXC | Exelon CORP | +0.1% | NEW | 新建倉 |
| 26 | CAT | Caterpillar Inc | 0% | -93.56% | 減碼 |
| 27 | UNH | Unitedhealth Group Inc | 0% | +776.70% | 加碼 |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +102400.00% | 加碼 |
| 29 | NEE | Nextera Energy Inc | 0% | -66.51% | 減碼 |
| 30 | MCD | Mcdonald's CORP | 0% | +54.12% | 加碼 |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | +533.09% | 加碼 |
| 32 | PNC | Pnc Financial Services Group | 0% | +35.51% | 加碼 |
| 33 | ✓ | 0% | -27.80% | 減碼 | |
| 34 | CSCO | Cisco Systems Inc | — | -92.12% | 減碼 |
| 35 | AAPL | Apple Inc | 0% | -46.67% | 減碼 |
| 36 | SEIC | Sei Investments Company | 0% | -99.99% | 減碼 |
| 37 | DVN | Devon Energy CORP | -0.1% | EXIT | 清倉 |
| 38 | JKHY | Jack Henry & Associates Inc | -0.1% | -93.92% | 減碼 |
| 39 | ROST | Ross Stores Inc | -0.1% | -53.07% | 減碼 |
| 40 | DG | Dollar General CORP | -0.1% | EXIT | 清倉 |
| 41 | PG | Procter & Gamble Co/the | -0.1% | -24.25% | 減碼 |
| 42 | ADBE | Adobe Inc | -0.1% | -63.54% | 減碼 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | -82.75% | 減碼 |
| 44 | BIIB | Biogen Inc | -0.2% | -72.51% | 減碼 |
| 45 | AMAT | Applied Materials Inc | -0.2% | -41.29% | 減碼 |
| 46 | MRK | Merck & Co. Inc. | -0.2% | -76.42% | 減碼 |
| 47 | INTC | Intel CORP | -0.3% | -91.26% | 減碼 |
| 48 | XOM | Exxon Mobil CORP | -0.3% | +26.30% | 加碼 |
| 49 | XLK | Ss Technology Select Sector | -0.3% | +43.91% | 加碼 |
| 50 | MSFT | Microsoft CORP | -1% | -50.05% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Court Place Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.3億，共申報了 165 個公開持股部位。
在 Q3 2024 季度，Court Place Advisors, LLC 按市值排列的前三大核心持股分別為：MSFT (7.5%)、URI (7.3%)、ADP (5.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.5% 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
IJR
市值: US$100.4萬
本季最大獲利了結 / 清倉標的
DG
前期市值: US$28.8萬
在 Q3 2024 季度中，Court Place Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 11 個部位、減碼 27 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IJR。 本季清倉部位包含 DG。
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。