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: 0000837592
申報總市值
US$60.0億
US$60.0億
277 檔
13.4%
截至 Q3 2024 季度末，Crawford Investment Counsel Inc 的美股持倉估值約為 US$60.0億，全數申報部位共有 277 檔。
Q3 2024 的申報記錄反映 Crawford Investment Counsel Inc 的板塊替換策略：機構本季推動了 105 筆增持與 90 筆減持，籌碼呈現明顯的結構重組。
整體而言，Crawford Investment Counsel Inc 的前 5 大持股（包含 MSFT, ABBV, KO）貢獻了組合市值的 13.4%，形成該機構在 Q3 2024 季度的基本面基石。
本季最大新建倉標的
TEL
市值: US$9432.3萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$9076.3萬
僅顯示前 200 大持股（共 277 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 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | -0.08% | -0.43% | |
| 2 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.21% | +0.14% | -1.46% | |
| 3 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.42% | -0.02% | -0.15% | |
| 4 | OMC | Omnicom Group | 股票-通訊服務 | 2.30% | -0.17% | +1.65% | |
| 5 | PM | Philip Morris International | 股票-非循環性消費 | 2.22% | +0.03% | -2.61% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.12% | +0.04% | -0.86% | |
| 7 | UPS | United Parcel Service-cl B | 股票-工業 | 2.06% | +0.06% | +6.32% | |
| 8 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.04% | — | -0.64% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 2.01% | +0.05% | -1.08% | |
| 10 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.92% | -0.12% | +3.87% | |
| 11 | AEP | American Electric Power | 股票-公用事業 | 1.87% | -0.06% | +0.16% | |
| 12 | MDT | Medtronic plc | 股票-醫療保健 | 1.86% | -0.03% | +1.37% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.79% | +0.12% | -1.93% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.79% | +0.07% | -2.91% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.75% | +0.09% | -1.99% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.72% | -0.05% | +0.20% | |
| 17 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.66% | -0.09% | -2.56% | |
| 18 | HON | Honeywell International Inc | 股票-工業 | 1.66% | -0.19% | EXIT | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.64% | -0.20% | -11.86% | |
| 20 | TEL | TE Connectivity plc | 股票-科技 | 1.61% | -0.19% | — | |
| 21 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 1.59% | — | +9.33% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.58% | +0.01% | +1.43% | |
| 23 | SPGI | S&p Global Inc | 股票-金融 | 1.57% | -0.10% | -0.05% | |
| 24 | ACN | Accenture plc | 股票-科技 | 1.55% | -1.43% | -5.05% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.47% | — | -5.48% | |
| 26 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.44% | -0.75% | -0.25% | |
| 27 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.37% | -0.26% | +3.58% | |
| 28 | BLKCHF | Blackrock Inc | 股票-其他 | 1.36% | — | -0.67% | |
| 29 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.35% | -0.01% | +1.24% | |
| 30 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.32% | -0.21% | +2.80% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.24% | +0.24% | +1.11% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 1.23% | +0.02% | -4.69% | |
| 33 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.20% | -0.11% | +3.99% | |
| 34 | HAS | Hasbro Inc | 股票-循環性消費 | 1.20% | -0.07% | +1.08% | |
| 35 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.14% | -0.07% | +1.54% | |
| 36 | GPN | Global Payments Inc | 股票-工業 | 1.10% | +0.01% | +4.21% | |
| 37 | CNQ | Canadian Natural Resources | 股票-能源 | 1.09% | -0.03% | — | |
| 38 | DOX | Amdocs Limited | 股票-科技 | 1.06% | -0.26% | +3.36% | |
| 39 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.05% | — | +4.11% | |
| 40 | AAPL | Apple Inc | 股票-科技 | 0.93% | +0.11% | +0.05% | |
| 41 | PFE | Pfizer Inc | 股票-醫療保健 | 0.91% | -0.26% | +1.51% | |
| 42 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.91% | — | +1.17% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 0.89% | -0.23% | +1.09% | |
| 44 | OKE | Oneok Inc | 股票-能源 | 0.72% | +0.01% | -4.20% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事業 | 0.70% | -0.05% | +0.03% | |
| 46 | WMB | Williams Cos Inc | 股票-能源 | 0.62% | -0.01% | -0.32% | |
| 47 | MTB | M & T Bank CORP | 股票-金融 | 0.58% | +0.01% | -29.43% | |
| 48 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.57% | +0.12% | +8.57% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.57% | -0.04% | -5.62% | |
| 50 | ORI | Old Republic Intl CORP | 股票-金融 | 0.55% | -0.05% | -1.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +1.6% | NEW | 新建倉 |
| 2 | CNQ | Canadian Natural Resources | +1.1% | NEW | 新建倉 |
| 3 | D | Dominion Energy Inc | +0.4% | NEW | 新建倉 |
| 4 | PEGA | Pegasystems Inc | +0.3% | +535.18% | 加碼 |
| 5 | CRM | Salesforce Inc | +0.3% | NEW | 新建倉 |
| 6 | DG | Dollar General CORP | +0.3% | NEW | 新建倉 |
| 7 | WEC | Wec Energy Group Inc | +0.2% | +3.87% | 加碼 |
| 8 | MAA | Mid-america Apartment Comm | +0.2% | NEW | 新建倉 |
| 9 | SSNC | Ss&c Technologies Holdings | +0.1% | NEW | 新建倉 |
| 10 | HAS | Hasbro Inc | +0.1% | +1.08% | 加碼 |
| 11 | HPE | Hewlett Packard Enterprise | +0.1% | +80.05% | 加碼 |
| 12 | ARES | Ares Management CORP - A | +0.1% | +2368.38% | 加碼 |
| 13 | OMC | Omnicom Group | +0.1% | +1.65% | 加碼 |
| 14 | PM | Philip Morris International | +0.1% | -2.61% | 減碼 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | -4.69% | 減碼 |
| 16 | AEP | American Electric Power | +0.1% | +0.16% | 加碼 |
| 17 | BLKCHF | Blackrock Inc | +0.1% | -0.67% | 減碼 |
| 18 | NKE | Nike Inc -cl B | +0.1% | +4.11% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -0.86% | 減碼 |
| 20 | HD | Home Depot Inc | +0.1% | -1.08% | 減碼 |
| 21 | MDT | Medtronic plc | +0.1% | +1.37% | 加碼 |
| 22 | EMBC | Embecta CORP | +0.1% | NEW | 新建倉 |
| 23 | ABBV | Abbvie Inc | +0.1% | -1.46% | 減碼 |
| 24 | SPGI | S&p Global Inc | +0.1% | -0.05% | 減碼 |
| 25 | ICE | Intercontinental Exchange In | +0.1% | +1.09% | 加碼 |
| 26 | PAHC | Phibro Animal Health Corp-a | +0.1% | NEW | 新建倉 |
| 27 | WTW | Willis Towers Watson Public Limited Company | +0.1% | +2.80% | 加碼 |
| 28 | CCI | Crown Castle Inc | +0.1% | +2.35% | 加碼 |
| 29 | BDC | Belden Inc | +0.1% | +3.28% | 加碼 |
| 30 | LAZ | Lazard Inc | +0.1% | +1.18% | 加碼 |
| 31 | CDRE | Cadre Holdings Inc | +0.1% | +195.64% | 加碼 |
| 32 | 62C | Piper Sandler Cos | +0.1% | NEW | 新建倉 |
| 33 | AXP | American Express Co | 0% | -2.91% | 減碼 |
| 34 | DGX | Quest Diagnostics Inc | 0% | +1.24% | 加碼 |
| 35 | DOC | Healthpeak Properties Inc | 0% | +2.79% | 加碼 |
| 36 | GILD | Gilead Sciences Inc | 0% | -1.39% | 減碼 |
| 37 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 0% | +27.70% | 加碼 |
| 38 | MDLZ | Mondelez International Inc-a | 0% | +1.54% | 加碼 |
| 39 | DOX | Amdocs Limited | 0% | +3.36% | 加碼 |
| 40 | MSM | Msc Industrial Direct Co-a | 0% | +8.57% | 加碼 |
| 41 | ESE | Esco Technologies Inc | 0% | -1.75% | 減碼 |
| 42 | KHC | Kraft Heinz Co/the | 0% | +9.74% | 加碼 |
| 43 | SBUX | Starbucks CORP | 0% | -2.45% | 減碼 |
| 44 | SBAC | Sba Communications CORP | 0% | +0.45% | 加碼 |
| 45 | CNMD | Conmed CORP | 0% | +19.68% | 加碼 |
| 46 | AMSWAUSD | American Software Inc-cl A | 0% | +2.82% | 加碼 |
| 47 | KO | Coca-cola Co/the | 0% | -0.15% | 減碼 |
| 48 | CAH | Cardinal Health Inc | 0% | +1.17% | 加碼 |
| 49 | DUK | Duke Energy CORP | 0% | +0.03% | 加碼 |
| 50 | HBAN | Huntington Bancshares Inc | 0% | +4.41% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Crawford Investment Counsel Inc 在 Q3 2024 季度的美股持倉總市值約為 US$60.0億，共申報了 277 個公開持股部位。
在 Q3 2024 季度，Crawford Investment Counsel Inc 按市值排列的前三大核心持股分別為：MSFT (3.6%)、ABBV (3.2%)、KO (2.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.6% 的權重。
在 Q3 2024 季度中，Crawford Investment Counsel Inc 共進行了 195 項持倉異動，包含新建倉 14 個部位、加碼 91 個部位、減碼 85 個部位以及清倉 5 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。
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。
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。