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: 0001900406
申報總市值
US$1.7億
US$1.7億
127 檔
19.3%
根據最新整理的 13F 季度數據集，Cross Staff Investments Inc 於 Q3 2024 結束時的管理資產規模為 US$1.7億。該機構在本季度申報了 127 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Cross Staff Investments Inc 操作展現出積極擴展與加碼意向。本季共新建倉 8 個新部位，並對 14 個既有持股進行加碼（合計增持 22 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, BRK-B, BX）占據了總市值的 19.3%，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 | AAPL | Apple Inc | 股票-科技 | 8.00% | +0.45% | -0.20% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.52% | -0.12% | +0.48% | |
| 3 | BX | Blackstone Inc | 股票-金融 | 4.44% | -0.15% | -11.30% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.63% | +0.21% | -2.79% | |
| 5 | CRK | Comstock Resources Inc | 股票-其他 | 3.60% | -0.36% | -16.36% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.15% | +2.48% | |
| 7 | CAT | Caterpillar Inc | 股票-工業 | 2.14% | +1.21% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.92% | +0.22% | -2.60% | |
| 9 | ATLX | Atlas Lithium Inc | 股票-其他 | 1.91% | -0.33% | +71.70% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 1.78% | -0.08% | +0.87% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.76% | -0.01% | -2.05% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.75% | +0.28% | +0.59% | |
| 13 | KKR | Kkr & Co Inc | 股票-金融 | 1.67% | -0.09% | -11.80% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.58% | +0.21% | +7.03% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.48% | +0.18% | -3.38% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.39% | +0.09% | +0.13% | |
| 17 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.35% | -0.09% | +0.01% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | +0.11% | -3.71% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.32% | -0.16% | +4.59% | |
| 20 | LNG | Cheniere Energy Inc | 股票-能源 | 1.25% | -0.42% | -4.24% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | +0.04% | -0.96% | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 1.20% | -0.05% | +0.02% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.14% | -0.04% | -6.39% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.07% | -0.12% | +0.97% | |
| 25 | TDG | Transdigm Group Inc | 股票-工業 | 1.05% | +0.04% | — | |
| 26 | AMT | American Tower CORP | 股票-房地產 | 1.02% | -0.11% | +1.13% | |
| 27 | DE | Deere & Co | 股票-工業 | 0.99% | +0.05% | — | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.99% | +0.08% | +1.33% | |
| 29 | BRO | Brown & Brown Inc | 股票-金融 | 0.96% | -0.04% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | -0.23% | +0.02% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.94% | +0.07% | — | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | -0.27% | +0.97% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.93% | -0.13% | +0.85% | |
| 34 | NOC | Northrop Grumman CORP | 股票-工業 | 0.92% | -0.30% | — | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | +0.04% | +0.61% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | -0.17% | +0.86% | |
| 37 | PAYX | Paychex Inc | 股票-科技 | 0.81% | -0.02% | — | |
| 38 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.77% | -0.01% | — | |
| 39 | AZO | Autozone Inc | 股票-循環性消費 | 0.73% | -0.08% | — | |
| 40 | ITW | Illinois Tool Works | 股票-工業 | 0.73% | -0.02% | +1.44% | |
| 41 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.71% | -0.03% | — | |
| 42 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-避險與商品 | 0.67% | +0.15% | +0.11% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | +0.68% | -9.12% | |
| 44 | XMPT | Vaneck Cef Muni Income ETF | ETF-其他 | 0.63% | -0.01% | — | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | -0.01% | +1.96% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.60% | -0.10% | +5.15% | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.60% | -0.01% | +0.11% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.59% | -0.18% | +1.32% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.59% | -0.02% | — | |
| 50 | TGT | Target CORP | 股票-循環性消費 | 0.56% | +0.01% | +1.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.3% | NEW | 新建倉 | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +0.48% | 加碼 |
| 3 | AAPL | Apple Inc | +0.2% | -0.20% | 減碼 |
| 4 | CAT | Caterpillar Inc | +0.2% | — | 不變 |
| 5 | IBM | Intl Business Machines CORP | +0.2% | +1.33% | 加碼 |
| 6 | MIRA | Mira Pharmaceuticals Inc | +0.2% | -4.56% | 減碼 |
| 7 | ROKU | Roku Inc | +0.2% | NEW | 新建倉 |
| 8 | FISV | Fiserv Inc | +0.2% | NEW | 新建倉 |
| 9 | BR | Broadridge Financial Solutio | +0.2% | NEW | 新建倉 |
| 10 | HD | Home Depot Inc | +0.2% | +0.87% | 加碼 |
| 11 | ENB | Enbridge Inc | +0.2% | NEW | 新建倉 |
| 12 | VNOMUSD | Viper Energy Inc-cl A | +0.2% | NEW | 新建倉 |
| 13 | VEEV | Veeva Systems Inc-class A | +0.2% | NEW | 新建倉 |
| 14 | AMGN | Amgen Inc | +0.2% | NEW | 新建倉 |
| 15 | FICO | Fair Isaac CORP | +0.1% | +5.71% | 加碼 |
| 16 | AMT | American Tower CORP | +0.1% | +1.13% | 加碼 |
| 17 | NOC | Northrop Grumman CORP | +0.1% | — | 不變 |
| 18 | MMM | 3m Co | +0.1% | — | 不變 |
| 19 | AFL | Aflac Inc | +0.1% | — | 不變 |
| 20 | BX | Blackstone Inc | +0.1% | -11.30% | 減碼 |
| 21 | ATLX | Atlas Lithium Inc | +0.1% | +71.70% | 加碼 |
| 22 | SCHB | Schwab US Broad Market ETF | +0.1% | +7.03% | 加碼 |
| 23 | BRO | Brown & Brown Inc | +0.1% | — | 不變 |
| 24 | DUK | Duke Energy CORP | +0.1% | +5.15% | 加碼 |
| 25 | MCO | Moody's CORP | +0.1% | +9.42% | 加碼 |
| 26 | YUMC | Yum China Holdings Inc | +0.1% | — | 不變 |
| 27 | TPL | Texas Pacific Land CORP | +0.1% | — | 不變 |
| 28 | MAS | Masco CORP | +0.1% | — | 不變 |
| 29 | DHR | Danaher CORP | 0% | +0.02% | 加碼 |
| 30 | TDG | Transdigm Group Inc | 0% | — | 不變 |
| 31 | PM | Philip Morris International | 0% | -0.02% | 減碼 |
| 32 | ED | Consolidated Edison Inc | 0% | — | 不變 |
| 33 | WMT | Walmart Inc | 0% | — | 不變 |
| 34 | BN | Brookfield CORP | 0% | — | 不變 |
| 35 | MOAT | Vaneck Morningstar Wide Moat | 0% | -2.05% | 減碼 |
| 36 | DE | Deere & Co | 0% | — | 不變 |
| 37 | PAYX | Paychex Inc | 0% | — | 不變 |
| 38 | JNJ | Johnson & Johnson | 0% | +0.86% | 加碼 |
| 39 | ITW | Illinois Tool Works | 0% | +1.44% | 加碼 |
| 40 | CB | Chubb Limited | 0% | — | 不變 |
| 41 | KKR | Kkr & Co Inc | 0% | -11.80% | 減碼 |
| 42 | COST | Costco Wholesale CORP | 0% | +4.59% | 加碼 |
| 43 | SCHX | Schwab US Large-cap ETF | 0% | +0.13% | 加碼 |
| 44 | IBTE | Ishares Ibonds Dec 2024 Term | -0.1% | -22.38% | 減碼 |
| 45 | NVDA | Nvidia CORP | -0.2% | -3.71% | 減碼 |
| 46 | PANW | Palo Alto Networks Inc | -0.2% | EXIT | 清倉 |
| 47 | GOOG | Alphabet Inc-cl C | -0.3% | -3.38% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.4% | -2.60% | 減碼 |
| 49 | AMZN | Amazon.com Inc | -0.6% | -2.79% | 減碼 |
| 50 | CRK | Comstock Resources Inc | -0.7% | -16.36% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cross Staff Investments Inc 在 Q3 2024 季度的美股持倉總市值約為 US$1.7億，共申報了 127 個公開持股部位。
在 Q3 2024 季度，Cross Staff Investments Inc 按市值排列的前三大核心持股分別為：AAPL (8.0%)、BRK-B (5.5%)、BX (4.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.0% 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
市值: US$44.5萬
本季最大獲利了結 / 清倉標的
PANW
前期市值: US$25.4萬
在 Q3 2024 季度中，Cross Staff Investments Inc 共進行了 35 項持倉異動，包含新建倉 8 個部位、加碼 14 個部位、減碼 12 個部位以及清倉 1 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 PANW。
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。