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: 0000820743
申報總市值
US$19.8億
US$19.8億
102 檔
11.1%
根據最新整理的 13F 季度數據集，Cramer Rosenthal Mcglynn LLC 於 Q2 2024 結束時的管理資產規模為 US$19.8億。該機構在本季度申報了 102 檔美股持倉，呈現出該時期的主要投資地圖。
Cramer Rosenthal Mcglynn LLC 在 Q2 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 33 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 BURL, TRNO, ACA）占據了總市值的 11.1%，展現出該機構在 Q2 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 | BURL | Burlington Stores Inc | 股票-循環性消費 | 3.13% | -1.08% | EXIT | |
| 2 | TRNO | Terreno Realty CORP | 股票-房地產 | 2.63% | -0.65% | -4.42% | |
| 3 | ACA | Arcosa Inc | 股票-工業 | 2.48% | — | -12.04% | |
| 4 | ASH | Ashland Inc | 股票-原物料 | 2.38% | +0.27% | -5.93% | |
| 5 | SRCLEUR | Stericycle Inc | 股票-其他 | 2.29% | — | -0.61% | |
| 6 | ITRI | Itron Inc | 股票-科技 | 2.28% | — | -6.78% | |
| 7 | MTDR | Matador Resources Co | 股票-能源 | 2.12% | -0.99% | +20.63% | |
| 8 | FAF | First American Financial | 股票-金融 | 2.11% | -0.09% | +21.53% | |
| 9 | SKY | Champion Homes Inc | 股票-循環性消費 | 2.11% | +0.05% | -1.01% | |
| 10 | SUI | Sun Communities Inc | 股票-房地產 | 2.00% | -1.03% | -4.12% | |
| 11 | ACVA | Acv Auctions Inc-a | 股票-其他 | 2.00% | +0.97% | +21.80% | |
| 12 | CLH | Clean Harbors Inc | 股票-工業 | 1.96% | — | -2.96% | |
| 13 | PTC | Ptc Inc | 股票-科技 | 1.83% | — | -6.65% | |
| 14 | VNT | Vontier CORP | 股票-科技 | 1.77% | -0.44% | -10.22% | |
| 15 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.71% | -0.37% | -3.17% | |
| 16 | APY1EUR | Championx CORP | 股票-其他 | 1.66% | — | -34.02% | |
| 17 | SHOO | Steven Madden LTD | 股票-其他 | 1.64% | +0.22% | -3.08% | |
| 18 | WMS | Advanced Drainage Systems In | 股票-工業 | 1.64% | -0.07% | -15.27% | |
| 19 | BLFS | Biolife Solutions Inc | 股票-其他 | 1.64% | -0.07% | +11.45% | |
| 20 | FIS | Fidelity National Info Serv | 股票-科技 | 1.63% | — | -14.82% | |
| 21 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.58% | +0.14% | +1.35% | |
| 22 | TECH | Bio-techne CORP | 股票-醫療保健 | 1.57% | +1.10% | -2.04% | |
| 23 | HMN | Horace Mann Educators | 股票-其他 | 1.54% | — | -5.52% | |
| 24 | NI | Nisource Inc | 股票-公用事業 | 1.53% | — | -6.69% | |
| 25 | CADE | Cadence Bank | 股票-其他 | 1.53% | — | -1.17% | |
| 26 | SN | SharkNinja, Inc. | 股票-循環性消費 | 1.39% | — | -19.26% | |
| 27 | MORN | Morningstar Inc | 股票-金融 | 1.38% | — | -6.78% | |
| 28 | CIEN | Ciena CORP | 股票-科技 | 1.38% | -0.31% | +3.39% | |
| 29 | INTA | Intapp Inc | 股票-其他 | 1.34% | — | +219.92% | |
| 30 | RRX | Regal Rexnord CORP | 股票-工業 | 1.32% | +0.22% | +0.59% | |
| 31 | EVR | Evercore Inc - A | 股票-金融 | 1.32% | -0.31% | +9.50% | |
| 32 | ENVUSD | Envestnet Inc | 股票-其他 | 1.32% | — | -15.80% | |
| 33 | XYL | Xylem Inc | 股票-工業 | 1.29% | -0.67% | -0.34% | |
| 34 | HUBG | Hub Group Inc-cl A | 股票-其他 | 1.29% | -1.13% | -32.04% | |
| 35 | MC | Moelis & Co - Class A | 股票-金融 | 1.27% | +0.13% | -17.57% | |
| 36 | AVY | Avery Dennison CORP | 股票-循環性消費 | 1.21% | -0.26% | -0.39% | |
| 37 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 1.20% | — | -7.85% | |
| 38 | HAYW | Hayward Holdings Inc | 股票-其他 | 1.18% | -0.27% | EXIT | |
| 39 | XHR | Xenia Hotels & Resorts Inc | 股票-其他 | 1.16% | -0.72% | +515.21% | |
| 40 | TENB | Tenable Holdings Inc | 股票-其他 | 1.16% | — | -27.81% | |
| 41 | ALL | Allstate CORP | 股票-金融 | 1.16% | — | +0.05% | |
| 42 | TFSL | Tfs Financial CORP | 股票-其他 | 1.06% | -0.17% | -6.98% | |
| 43 | MLM | Martin Marietta Materials | 股票-原物料 | 1.00% | — | +10.42% | |
| 44 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.99% | -0.46% | -5.74% | |
| 45 | WWD | Woodward Inc | 股票-工業 | 0.97% | -0.23% | -41.04% | |
| 46 | CTVA | Corteva Inc | 股票-原物料 | 0.91% | — | +17.85% | |
| 47 | MRO* | Marathon Oil CORP | 股票-其他 | 0.91% | — | -37.27% | |
| 48 | CRH | CRH plc | 股票-原物料 | 0.89% | -0.34% | +0.26% | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.86% | -0.23% | +5.73% | |
| 50 | ELAN | Elanco Animal Health Inc | 股票-醫療保健 | 0.85% | — | +102.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XHR | Xenia Hotels & Resorts Inc | +1% | +515.21% | 加碼 |
| 2 | INTA | Intapp Inc | +1% | +219.92% | 加碼 |
| 3 | BOH | Bank Of Hawaii CORP | +0.8% | NEW | 新建倉 |
| 4 | BLFS | Biolife Solutions Inc | +0.5% | +11.45% | 加碼 |
| 5 | ACVA | Acv Auctions Inc-a | +0.4% | +21.80% | 加碼 |
| 6 | MSEX | Middlesex Water Co | +0.4% | NEW | 新建倉 |
| 7 | ELAN | Elanco Animal Health Inc | +0.4% | +102.17% | 加碼 |
| 8 | FUL | H.b. Fuller Co. | +0.4% | NEW | 新建倉 |
| 9 | MBLY | Mobileye Global Inc-a | +0.4% | NEW | 新建倉 |
| 10 | MZTI | Marzetti Company/the | +0.4% | NEW | 新建倉 |
| 11 | SRCLEUR | Stericycle Inc | +0.4% | -0.61% | 減碼 |
| 12 | GEV | GE Vernova Inc | +0.3% | NEW | 新建倉 |
| 13 | EVR | Evercore Inc - A | +0.3% | +9.50% | 加碼 |
| 14 | DLR | Digital Realty Trust Inc | +0.3% | +102.42% | 加碼 |
| 15 | CPK | Chesapeake Utilities CORP | +0.2% | +73.23% | 加碼 |
| 16 | ROG | Rogers CORP | +0.2% | +51.06% | 加碼 |
| 17 | ASH | Ashland Inc | 0% | -5.93% | 減碼 |
| 18 | CP | Canadian Pacific Kansas City | 0% | +1.35% | 加碼 |
| 19 | SUI | Sun Communities Inc | -0.1% | -4.12% | 減碼 |
| 20 | PTC | Ptc Inc | -0.1% | -6.65% | 減碼 |
| 21 | TDY | Teledyne Technologies Inc | -0.1% | -5.74% | 減碼 |
| 22 | FIS | Fidelity National Info Serv | -0.1% | -14.82% | 減碼 |
| 23 | MC | Moelis & Co - Class A | -0.2% | -17.57% | 減碼 |
| 24 | HMN | Horace Mann Educators | -0.2% | -5.52% | 減碼 |
| 25 | RH | Rh | -0.2% | -6.03% | 減碼 |
| 26 | SMPL | Simply Good Foods Co/the | -0.2% | EXIT | 清倉 |
| 27 | AIT | Applied Industrial Tech Inc | -0.2% | -25.39% | 減碼 |
| 28 | EXP | Eagle Materials Inc | -0.2% | -7.07% | 減碼 |
| 29 | ACA | Arcosa Inc | -0.2% | -12.04% | 減碼 |
| 30 | JAMF | Jamf Holding CORP | -0.2% | EXIT | 清倉 |
| 31 | TRNO | Terreno Realty CORP | -0.2% | -4.42% | 減碼 |
| 32 | TYL | Tyler Technologies Inc | -0.2% | EXIT | 清倉 |
| 33 | GE | General Electric | -0.2% | EXIT | 清倉 |
| 34 | WMS | Advanced Drainage Systems In | -0.3% | -15.27% | 減碼 |
| 35 | ECVT | Ecovyst Inc | -0.3% | EXIT | 清倉 |
| 36 | NWN | Northwest Natural Holding Co | -0.3% | EXIT | 清倉 |
| 37 | RRX | Regal Rexnord CORP | -0.3% | +0.59% | 加碼 |
| 38 | HTO | H2o America | -0.3% | EXIT | 清倉 |
| 39 | SKY | Champion Homes Inc | -0.4% | -1.01% | 減碼 |
| 40 | QCOM | Qualcomm Inc | -0.4% | EXIT | 清倉 |
| 41 | WWD | Woodward Inc | -0.4% | -41.04% | 減碼 |
| 42 | VNT | Vontier CORP | -0.4% | -10.22% | 減碼 |
| 43 | MRO* | Marathon Oil CORP | -0.4% | -37.27% | 減碼 |
| 44 | HUBG | Hub Group Inc-cl A | -0.5% | -32.04% | 減碼 |
| 45 | TENB | Tenable Holdings Inc | -0.5% | -27.81% | 減碼 |
| 46 | CLVT | Clarivate Plc | -0.5% | -35.37% | 減碼 |
| 47 | UE | Urban Edge Properties | -0.7% | -66.23% | 減碼 |
| 48 | KEX | Kirby CORP | -0.7% | -60.48% | 減碼 |
| 49 | APY1EUR | Championx CORP | -0.9% | -34.02% | 減碼 |
| 50 | WBS | Webster Financial CORP | -1.3% | -74.65% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cramer Rosenthal Mcglynn LLC 在 Q2 2024 季度的美股持倉總市值約為 US$19.8億，共申報了 102 個公開持股部位。
在 Q2 2024 季度，Cramer Rosenthal Mcglynn LLC 按市值排列的前三大核心持股分別為：BURL (3.1%)、TRNO (2.6%)、ACA (2.5%)。其中最大持股部位 BURL 佔據整體投資組合約 3.1% 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
BOH
市值: US$1307.2萬
本季最大獲利了結 / 清倉標的
QCOM
前期市值: US$680.0萬
在 Q2 2024 季度中，Cramer Rosenthal Mcglynn LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 11 個部位、減碼 25 個部位以及清倉 8 個部位。 其中最大新建倉標的為 BOH。 本季清倉部位包含 QCOM。
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。