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
75 檔
22.5%
Crescent Sterling, Ltd. 在 Q4 2024 季度的美股部位總計估值為 US$1.1億，分散於 75 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，Crescent Sterling, Ltd. 採取防禦導向的調倉策略，本季減碼 27 檔個股並出清 4 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 SCHD, AAPL, MSFT）累計市值佔比達 22.5%，是驅動 Crescent Sterling, Ltd. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 6.45% | -0.13% | +218.45% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.08% | +0.20% | -2.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.07% | -0.22% | +1.84% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.33% | +0.09% | -3.83% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.85% | -0.05% | -3.40% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 3.65% | -1.18% | -9.00% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.59% | +0.25% | -4.04% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.45% | -0.17% | +0.31% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 3.33% | -0.02% | -0.32% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.07% | -0.46% | -0.49% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.91% | +1.25% | -0.96% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 2.49% | -0.72% | -12.47% | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 2.49% | -0.04% | +4.94% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.41% | +0.20% | +3.83% | |
| 15 | APD | Air Products & Chemicals Inc | 股票-原物料 | 2.37% | -0.18% | -1.56% | |
| 16 | DOW | Dow Inc | 股票-原物料 | 2.08% | — | -2.12% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.90% | +0.13% | +305.21% | |
| 18 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.87% | +0.17% | -4.14% | |
| 19 | PSX | Phillips 66 | 股票-能源 | 1.73% | -0.35% | -1.08% | |
| 20 | HON | Honeywell International Inc | 股票-工業 | 1.61% | -0.90% | -0.66% | |
| 21 | QCOM | Qualcomm Inc | 股票-科技 | 1.48% | +0.27% | -0.37% | |
| 22 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.30% | — | +28.05% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.26% | -0.33% | +1.11% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.20% | -0.31% | -3.00% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.16% | +0.10% | +188.87% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.14% | +0.07% | +90.67% | |
| 27 | CMI | Cummins Inc | 股票-工業 | 1.10% | +0.25% | -0.68% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.09% | +0.13% | +46.58% | |
| 29 | WMT | Walmart Inc | 股票-非循環性消費 | 1.05% | -0.28% | +2.93% | |
| 30 | VLO | Valero Energy CORP | 股票-能源 | 1.03% | -0.02% | -4.59% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.97% | +0.20% | — | |
| 32 | SHEL | Shell Plc-adr | 股票-能源 | 0.97% | -0.35% | -7.78% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | +0.17% | +9.26% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.01% | -0.30% | |
| 35 | GIS | General Mills Inc | 股票-非循環性消費 | 0.85% | -0.10% | +0.42% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.83% | -0.25% | -14.29% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.83% | +0.05% | -0.23% | |
| 38 | PCAR | Paccar Inc | 股票-工業 | 0.81% | — | — | |
| 39 | TD | Toronto-dominion Bank | 股票-金融 | 0.80% | — | -31.16% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.76% | -0.21% | +11.07% | |
| 41 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.76% | — | -12.62% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.75% | +0.07% | -0.89% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事業 | 0.72% | -0.01% | — | |
| 44 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.66% | -0.01% | -7.31% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.65% | -0.20% | +4.02% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.63% | +0.04% | +98.09% | |
| 47 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.61% | -0.03% | — | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.59% | -0.25% | +86.85% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | +0.01% | -0.12% | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.54% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | -2.71% | 減碼 |
| 2 | JPM | Jpmorgan Chase & Co | +0.7% | -3.83% | 減碼 |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +218.45% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +46.58% | 加碼 |
| 5 | CSCO | Cisco Systems Inc | +0.5% | -0.96% | 減碼 |
| 6 | CRM | Salesforce Inc | +0.4% | +86.85% | 加碼 |
| 7 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.3% | NEW | 新建倉 |
| 8 | SCHG | Schwab US Large-cap Growth | +0.3% | +305.21% | 加碼 |
| 9 | MDY | State Street Spdr S&p Midcap | +0.3% | +3.83% | 加碼 |
| 10 | HON | Honeywell International Inc | +0.2% | -0.66% | 減碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | +9.26% | 加碼 |
| 12 | SCHX | Schwab US Large-cap ETF | +0.2% | NEW | 新建倉 |
| 13 | WMT | Walmart Inc | +0.2% | +2.93% | 加碼 |
| 14 | STZ | Constellation Brands Inc-a | +0.2% | +28.05% | 加碼 |
| 15 | COST | Costco Wholesale CORP | +0.1% | +11.07% | 加碼 |
| 16 | HD | Home Depot Inc | +0.1% | -0.32% | 減碼 |
| 17 | APD | Air Products & Chemicals Inc | +0.1% | -1.56% | 減碼 |
| 18 | PG | Procter & Gamble Co/the | 0% | -3.40% | 減碼 |
| 19 | KMB | Kimberly-clark CORP | — | -0.23% | 減碼 |
| 20 | TXN | Texas Instruments Inc | 0% | — | 不變 |
| 21 | SCHF | Schwab Intl Equity ETF | 0% | +98.09% | 加碼 |
| 22 | QCOM | Qualcomm Inc | 0% | -0.37% | 減碼 |
| 23 | VZ | Verizon Communications Inc | 0% | +1.11% | 加碼 |
| 24 | LMT | Lockheed Martin CORP | 0% | +4.02% | 加碼 |
| 25 | SHEL | Shell Plc-adr | -0.1% | -7.78% | 減碼 |
| 26 | VV | Vanguard Large-cap ETF | -0.1% | -14.29% | 減碼 |
| 27 | 6D8 | Dupont De Nemours Inc | -0.1% | — | 不變 |
| 28 | KO | Coca-cola Co/the | -0.1% | -0.12% | 減碼 |
| 29 | GIS | General Mills Inc | -0.1% | +0.42% | 加碼 |
| 30 | VLO | Valero Energy CORP | -0.1% | -4.59% | 減碼 |
| 31 | LLY | Eli Lilly & Co | -0.1% | -11.52% | 減碼 |
| 32 | BDX | Becton Dickinson And Co | -0.1% | -12.62% | 減碼 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -7.31% | 減碼 |
| 34 | BIV | Vanguard Intermediate-term B | -0.1% | -33.75% | 減碼 |
| 35 | JNJ | Johnson & Johnson | -0.1% | +0.31% | 加碼 |
| 36 | GPC | Genuine Parts Co | -0.1% | -17.81% | 減碼 |
| 37 | REGN | Regeneron Pharmaceuticals | -0.1% | -3.60% | 減碼 |
| 38 | CVX | Chevron CORP | -0.1% | -9.00% | 減碼 |
| 39 | PEP | Pepsico Inc | -0.1% | -0.49% | 減碼 |
| 40 | PSX | Phillips 66 | -0.1% | -1.08% | 減碼 |
| 41 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | -0.2% | EXIT | 清倉 |
| 42 | AMGN | Amgen Inc | -0.2% | +4.94% | 加碼 |
| 43 | ABBV | Abbvie Inc | -0.3% | -4.04% | 減碼 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | EXIT | 清倉 |
| 45 | AMT | American Tower CORP | -0.3% | EXIT | 清倉 |
| 46 | XOM | Exxon Mobil CORP | -0.4% | -12.47% | 減碼 |
| 47 | TD | Toronto-dominion Bank | -0.5% | -31.16% | 減碼 |
| 48 | DOW | Dow Inc | -0.6% | -2.12% | 減碼 |
| 49 | SWK | Stanley Black & Decker Inc | -0.6% | -4.14% | 減碼 |
| 50 | TEL | TE Connectivity plc | -1.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Crescent Sterling, Ltd. 在 Q4 2024 季度的美股持倉總市值約為 US$1.1億，共申報了 75 個公開持股部位。
在 Q4 2024 季度，Crescent Sterling, Ltd. 按市值排列的前三大核心持股分別為：SCHD (6.5%)、AAPL (6.1%)、MSFT (5.1%)。其中最大持股部位 SCHD 佔據整體投資組合約 6.5% 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
VIOG
市值: US$29.5萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$173.9萬
在 Q4 2024 季度中，Crescent Sterling, Ltd. 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 15 個部位、減碼 27 個部位以及清倉 4 個部位。 其中最大新建倉標的為 VIOG。 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。
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。