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: 0001962005
申報總市值
US$1.1億
US$1.1億
77 檔
22.2%
根據最新整理的 13F 季度數據集，Crescent Sterling, Ltd. 於 Q3 2024 結束時的管理資產規模為 US$1.1億。該機構在本季度申報了 77 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Crescent Sterling, Ltd. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 29 個部位並完全清倉 4 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 SCHD, AAPL, MSFT）占據了總市值的 22.2%，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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.82% | -0.13% | -1.91% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.40% | +0.20% | -1.47% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.72% | -0.22% | -2.58% | |
| 4 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.86% | +0.25% | -3.41% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.82% | -0.05% | -3.89% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 3.79% | -1.18% | -1.61% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.67% | +0.09% | -4.25% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.58% | -0.17% | +0.10% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 3.23% | -0.02% | +0.04% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.21% | -0.46% | -1.02% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.88% | -0.72% | -1.22% | |
| 12 | AMGN | Amgen Inc | 股票-醫療保健 | 2.72% | -0.04% | -0.93% | |
| 13 | DOW | Dow Inc | 股票-原物料 | 2.69% | — | -0.69% | |
| 14 | SWK | Stanley Black & Decker Inc | 股票-工業 | 2.48% | +0.17% | -0.41% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 2.46% | +1.25% | -5.30% | |
| 16 | APD | Air Products & Chemicals Inc | 股票-原物料 | 2.30% | -0.18% | -0.48% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.15% | +0.20% | +1.90% | |
| 18 | PSX | Phillips 66 | 股票-能源 | 1.87% | -0.35% | -0.18% | |
| 19 | TEL | TE Connectivity plc | 股票-科技 | 1.66% | — | +0.17% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.63% | +0.13% | -18.76% | |
| 21 | QCOM | Qualcomm Inc | 股票-科技 | 1.52% | +0.27% | +2.45% | |
| 22 | HON | Honeywell International Inc | 股票-工業 | 1.38% | -0.90% | -0.40% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.30% | -0.33% | -1.25% | |
| 24 | TD | Toronto-dominion Bank | 股票-金融 | 1.28% | — | -3.48% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.16% | -0.31% | -0.68% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.12% | +0.10% | -25.17% | |
| 27 | VLO | Valero Energy CORP | 股票-能源 | 1.11% | -0.02% | +0.17% | |
| 28 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.10% | — | +0.79% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.10% | +0.07% | -16.08% | |
| 30 | SHEL | Shell Plc-adr | 股票-能源 | 1.02% | -0.35% | -6.80% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.00% | +0.20% | — | |
| 32 | CMI | Cummins Inc | 股票-工業 | 0.95% | +0.25% | -1.50% | |
| 33 | GIS | General Mills Inc | 股票-非循環性消費 | 0.91% | -0.10% | +0.03% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.88% | -0.25% | -1.41% | |
| 35 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.86% | — | -0.90% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.85% | -0.28% | -3.38% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.83% | +0.05% | -0.29% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.79% | -0.01% | -0.30% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.76% | -0.01% | -0.97% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | +0.17% | -12.26% | |
| 41 | PCAR | Paccar Inc | 股票-工業 | 0.72% | — | +0.78% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.71% | -0.01% | +0.37% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工業 | 0.69% | -0.20% | -1.81% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | +0.07% | -1.46% | |
| 45 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.66% | -0.03% | — | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.66% | +0.04% | -15.78% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.62% | -0.21% | +13.14% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | +0.01% | +0.02% | |
| 49 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.59% | +0.13% | -4.21% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | +0.08% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SWK | Stanley Black & Decker Inc | +0.7% | -0.41% | 減碼 |
| 2 | HD | Home Depot Inc | +0.5% | +0.04% | 加碼 |
| 3 | AAPL | Apple Inc | +0.4% | -1.47% | 減碼 |
| 4 | ABBV | Abbvie Inc | +0.4% | -3.41% | 減碼 |
| 5 | JNJ | Johnson & Johnson | +0.3% | +0.10% | 加碼 |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.3% | -1.91% | 減碼 |
| 7 | APD | Air Products & Chemicals Inc | +0.3% | -0.48% | 減碼 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | NEW | 新建倉 |
| 9 | ARM | Arm Holdings Plc-adr | +0.2% | NEW | 新建倉 |
| 10 | CRM | Salesforce Inc | +0.2% | NEW | 新建倉 |
| 11 | CB | Chubb Limited | +0.2% | NEW | 新建倉 |
| 12 | MDY | State Street Spdr S&p Midcap | +0.2% | +1.90% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -5.30% | 減碼 |
| 14 | GIS | General Mills Inc | +0.1% | +0.03% | 加碼 |
| 15 | LMT | Lockheed Martin CORP | +0.1% | -1.81% | 減碼 |
| 16 | TD | Toronto-dominion Bank | +0.1% | -3.48% | 減碼 |
| 17 | CMI | Cummins Inc | +0.1% | -1.50% | 減碼 |
| 18 | WMT | Walmart Inc | +0.1% | -3.38% | 減碼 |
| 19 | ABT | Abbott Laboratories | +0.1% | -0.68% | 減碼 |
| 20 | DUK | Duke Energy CORP | +0.1% | +0.37% | 加碼 |
| 21 | COST | Costco Wholesale CORP | +0.1% | +13.14% | 加碼 |
| 22 | VZ | Verizon Communications Inc | +0.1% | -1.25% | 減碼 |
| 23 | MA | Mastercard Inc - A | +0.1% | -0.30% | 減碼 |
| 24 | KO | Coca-cola Co/the | +0.1% | +0.02% | 加碼 |
| 25 | 6D8 | Dupont De Nemours Inc | +0.1% | — | 不變 |
| 26 | TXN | Texas Instruments Inc | +0.1% | — | 不變 |
| 27 | MCD | Mcdonald's CORP | +0.1% | — | 不變 |
| 28 | PEP | Pepsico Inc | +0.1% | -1.02% | 減碼 |
| 29 | DOW | Dow Inc | +0.1% | -0.69% | 減碼 |
| 30 | AMT | American Tower CORP | +0.1% | +1.17% | 加碼 |
| 31 | AMGN | Amgen Inc | 0% | -0.93% | 減碼 |
| 32 | AMZN | Amazon.com Inc | -0.1% | -4.21% | 減碼 |
| 33 | HON | Honeywell International Inc | -0.1% | -0.40% | 減碼 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -0.97% | 減碼 |
| 35 | SCHF | Schwab Intl Equity ETF | -0.1% | -15.78% | 減碼 |
| 36 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | -0.1% | -34.80% | 減碼 |
| 37 | NVDA | Nvidia CORP | -0.1% | -12.26% | 減碼 |
| 38 | SCHA | Schwab US Small-cap ETF | -0.1% | -16.08% | 減碼 |
| 39 | PSX | Phillips 66 | -0.2% | -0.18% | 減碼 |
| 40 | VLO | Valero Energy CORP | -0.2% | +0.17% | 加碼 |
| 41 | SHEL | Shell Plc-adr | -0.2% | -6.80% | 減碼 |
| 42 | MPC | Marathon Petroleum CORP | -0.2% | EXIT | 清倉 |
| 43 | QCOM | Qualcomm Inc | -0.2% | +2.45% | 加碼 |
| 44 | SCHV | Schwab US Large-cap Value | -0.3% | EXIT | 清倉 |
| 45 | SCHM | Schwab US Mid Cap ETF | -0.3% | -25.17% | 減碼 |
| 46 | SCHG | Schwab US Large-cap Growth | -0.3% | -18.76% | 減碼 |
| 47 | CVX | Chevron CORP | -0.3% | -1.61% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.3% | -2.58% | 減碼 |
| 49 | SMCIUSD | Super Micro Computer Inc | -0.6% | EXIT | 清倉 |
| 50 | CVS | Cvs Health CORP | -2.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Crescent Sterling, Ltd. 在 Q3 2024 季度的美股持倉總市值約為 US$1.1億，共申報了 77 個公開持股部位。
在 Q3 2024 季度，Crescent Sterling, Ltd. 按市值排列的前三大核心持股分別為：SCHD (5.8%)、AAPL (5.4%)、MSFT (4.7%)。其中最大持股部位 SCHD 佔據整體投資組合約 5.8% 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
QQQ
市值: US$29.4萬
本季最大獲利了結 / 清倉標的
CVS
前期市值: US$223.4萬
在 Q3 2024 季度中，Crescent Sterling, Ltd. 共進行了 47 項持倉異動，包含新建倉 4 個部位、加碼 10 個部位、減碼 29 個部位以及清倉 4 個部位。 其中最大新建倉標的為 QQQ。 本季清倉部位包含 CVS。
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。