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
148 檔
27.0%
在 Q4 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 148 檔。
Court Place Advisors, LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 32 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Court Place Advisors, LLC 的前 5 大核心持股（包含 MSFT, URI, ADP 等）合計佔整體申報市值的 27.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 7.72% | +1.59% | +88.48% | |
| 2 | URI | United Rentals Inc | 股票-工業 | 6.42% | +1.87% | +187.46% | |
| 3 | ADP | Automatic Data Processing | 股票-科技 | 6.16% | -1.05% | +11480.18% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.77% | -0.77% | +490.45% | |
| 5 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 4.05% | -1.24% | +1468.36% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.42% | +0.60% | -32.51% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.94% | -0.60% | +24.35% | |
| 8 | SPGI | S&p Global Inc | 股票-金融 | 2.80% | -0.38% | +127.16% | |
| 9 | ROST | Ross Stores Inc | 股票-循環性消費 | 2.37% | +0.06% | +108.12% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 2.19% | -0.10% | +312.64% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.13% | +1.04% | +526.62% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 2.05% | — | +1035.38% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.05% | +0.07% | +86.69% | |
| 14 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.87% | +0.39% | +377.65% | |
| 15 | MKL | Markel Group Inc | 股票-金融 | 1.86% | — | -77.69% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.75% | -0.07% | -31.36% | |
| 17 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.70% | -0.39% | +2863.68% | |
| 18 | SEIC | Sei Investments Company | 股票-金融 | 1.56% | -0.07% | +1455925.00% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.45% | +0.17% | +789.72% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.27% | +0.87% | +14981.41% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | -0.21% | -39.32% | |
| 22 | AFL | Aflac Inc | 股票-金融 | 1.21% | — | +1908.19% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | +0.39% | +466.61% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | +0.12% | +169.12% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.94% | -0.17% | +284.52% | |
| 26 | ✓ | 股票-其他 | 0.89% | -0.01% | +16.49% | ||
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.88% | — | -99.90% | |
| 28 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.87% | — | -75.88% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.81% | +0.22% | +1247.17% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.80% | — | -85.04% | |
| 31 | DOV | Dover CORP | 股票-工業 | 0.79% | +0.26% | +124.48% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.76% | -0.34% | -88.83% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.76% | — | +157.66% | |
| 34 | COR | Cencora Inc | 股票-醫療保健 | 0.75% | +0.02% | +107.36% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.74% | +0.05% | +7.24% | |
| 36 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.67% | -0.17% | +226.90% | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | — | +26.84% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.65% | — | -34.41% | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.64% | — | +324.71% | |
| 40 | ETN | Eaton Corporation plc | 股票-工業 | 0.63% | +0.08% | -94.24% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.56% | — | -32.98% | |
| 42 | ACA | Arcosa Inc | 股票-工業 | 0.53% | — | +87.24% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.51% | — | -36.43% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | — | +145.16% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.48% | — | +89.62% | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.48% | +0.11% | +34.64% | |
| 47 | FISV | Fiserv Inc | 股票-其他 | 0.47% | -0.25% | -51.71% | |
| 48 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.47% | — | +197.96% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.46% | — | +43.81% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.46% | -0.15% | -20.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +0.7% | +11480.18% | 加碼 |
| 2 | AAPL | Apple Inc | +0.4% | +86.69% | 加碼 |
| 3 | SEIC | Sei Investments Company | +0.4% | +1455925.00% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.3% | +88.48% | 加碼 |
| 5 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | +377.65% | 加碼 |
| 6 | MKL | Markel Group Inc | +0.3% | -77.69% | 減碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +490.45% | 加碼 |
| 8 | JKHY | Jack Henry & Associates Inc | +0.2% | +1468.36% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +466.61% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.1% | NEW | 新建倉 |
| 11 | SPGI | S&p Global Inc | +0.1% | +127.16% | 加碼 |
| 12 | PG | Procter & Gamble Co/the | +0.1% | +24.35% | 加碼 |
| 13 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +2863.68% | 加碼 |
| 14 | RTX | Rtx CORP | 0% | +789.72% | 加碼 |
| 15 | AFL | Aflac Inc | 0% | +1908.19% | 加碼 |
| 16 | ORCL | Oracle CORP | 0% | +14981.41% | 加碼 |
| 17 | QCOM | Qualcomm Inc | 0% | -34.41% | 減碼 |
| 18 | DOV | Dover CORP | 0% | +124.48% | 加碼 |
| 19 | CL | Colgate-palmolive Co | 0% | +226.90% | 加碼 |
| 20 | UNH | Unitedhealth Group Inc | 0% | -88.83% | 減碼 |
| 21 | ETN | Eaton Corporation plc | 0% | -94.24% | 減碼 |
| 22 | HD | Home Depot Inc | -0.1% | +312.64% | 加碼 |
| 23 | FHLC | Fidelity Msci Health Care | -0.1% | +298.53% | 加碼 |
| 24 | CAT | Caterpillar Inc | -0.1% | +1247.17% | 加碼 |
| 25 | NVR | Nvr Inc | -0.1% | -98.74% | 減碼 |
| 26 | NVS | Novartis Ag-sponsored Adr | -0.1% | -46.40% | 減碼 |
| 27 | ON | On Semiconductor | -0.1% | +144.92% | 加碼 |
| 28 | ADBE | Adobe Inc | -0.1% | +157.66% | 加碼 |
| 29 | NEE | Nextera Energy Inc | -0.1% | +159.77% | 加碼 |
| 30 | UPS | United Parcel Service-cl B | -0.1% | -79.13% | 減碼 |
| 31 | PWR | Quanta Services Inc | -0.1% | EXIT | 清倉 |
| 32 | BA | Boeing Co/the | -0.1% | EXIT | 清倉 |
| 33 | AMPH | Amphastar Pharmaceuticals In | -0.1% | EXIT | 清倉 |
| 34 | JNJ | Johnson & Johnson | -0.1% | +145.16% | 加碼 |
| 35 | OABI | Omniab Inc | -0.1% | +461.53% | 加碼 |
| 36 | C | Citigroup Inc | -0.1% | EXIT | 清倉 |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.1% | -85.04% | 減碼 |
| 38 | PFE | Pfizer Inc | -0.1% | -75.18% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.1% | +284.52% | 加碼 |
| 40 | ✓ | -0.1% | +16.49% | 加碼 | |
| 41 | INTC | Intel CORP | -0.2% | +731.68% | 加碼 |
| 42 | GOOG | Alphabet Inc-cl C | -0.2% | EXIT | 清倉 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | -39.32% | 減碼 |
| 44 | AMAT | Applied Materials Inc | -0.2% | +34.64% | 加碼 |
| 45 | LGND | Ligand Pharmaceuticals | -0.2% | +74.34% | 加碼 |
| 46 | VKTX | Viking Therapeutics Inc | -0.2% | EXIT | 清倉 |
| 47 | BIIB | Biogen Inc | -0.2% | +125.54% | 加碼 |
| 48 | CVS | Cvs Health CORP | -0.4% | +197.96% | 加碼 |
| 49 | URI | United Rentals Inc | -0.7% | +187.46% | 加碼 |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Court Place Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$3.3億，共申報了 148 個公開持股部位。
在 Q4 2024 季度，Court Place Advisors, LLC 按市值排列的前三大核心持股分別為：MSFT (7.7%)、URI (6.4%)、ADP (6.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.7% 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
AMZN
市值: US$34.8萬
本季最大獲利了結 / 清倉標的
IVV
前期市值: US$250.1萬
在 Q4 2024 季度中，Court Place Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 32 個部位、減碼 10 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AMZN。 本季清倉部位包含 IVV。
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。