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
122 檔
22.5%
Cross Staff Investments Inc 在 Q4 2024 季度的美股部位總計估值為 US$1.7億，分散於 122 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Cross Staff Investments Inc 於 Q4 2024 季度持續回收資金，對 9 個既有部位進行裁減並清倉 9 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, CRK, BRK-B）累計市值佔比達 22.5%，是驅動 Cross Staff Investments Inc 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
AVGO
市值: US$41.8萬
本季最大獲利了結 / 清倉標的
前期市值: US$44.5萬
| # | 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 | 8.31% | +0.45% | +0.01% | |
| 2 | CRK | Comstock Resources Inc | 股票-其他 | 5.70% | -0.36% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.26% | -0.12% | — | |
| 4 | BX | Blackstone Inc | 股票-金融 | 4.94% | -0.15% | +2.08% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.14% | +0.21% | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -0.15% | +0.65% | |
| 7 | ATLX | Atlas Lithium Inc | 股票-其他 | 2.50% | -0.33% | +45.04% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.12% | +0.22% | — | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 1.92% | +1.21% | — | |
| 10 | KKR | Kkr & Co Inc | 股票-金融 | 1.91% | -0.09% | +4.27% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.71% | +0.21% | +227.88% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 1.66% | -0.08% | +0.02% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.64% | -0.01% | +0.68% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.63% | +0.18% | — | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.47% | +0.28% | — | |
| 16 | LNG | Cheniere Energy Inc | 股票-能源 | 1.47% | -0.42% | +2.25% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | +0.04% | +4.32% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.43% | +0.11% | — | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.37% | +0.09% | +200.19% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.31% | -0.16% | -1.29% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.17% | -0.04% | +0.07% | |
| 22 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.12% | -0.09% | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.00% | -0.12% | — | |
| 24 | DE | Deere & Co | 股票-工業 | 0.97% | +0.05% | — | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 0.94% | -0.05% | -1.47% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.94% | +0.08% | -0.87% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.94% | -0.23% | +0.05% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | +0.04% | -4.64% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.93% | +0.07% | — | |
| 30 | BRO | Brown & Brown Inc | 股票-金融 | 0.91% | -0.04% | — | |
| 31 | TDG | Transdigm Group Inc | 股票-工業 | 0.90% | +0.04% | — | |
| 32 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.88% | -0.01% | — | |
| 33 | AMT | American Tower CORP | 股票-房地產 | 0.82% | -0.11% | +5.26% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.80% | -0.13% | — | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.27% | -4.27% | |
| 36 | NOC | Northrop Grumman CORP | 股票-工業 | 0.79% | -0.30% | — | |
| 37 | PAYX | Paychex Inc | 股票-科技 | 0.77% | -0.02% | -6.37% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | -0.17% | -0.72% | |
| 39 | AZO | Autozone Inc | 股票-循環性消費 | 0.72% | -0.08% | — | |
| 40 | ITW | Illinois Tool Works | 股票-工業 | 0.68% | -0.02% | — | |
| 41 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-避險與商品 | 0.67% | +0.15% | -0.37% | |
| 42 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.66% | -0.03% | — | |
| 43 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.60% | -0.12% | — | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.23% | +0.05% | |
| 45 | FICO | Fair Isaac CORP | 股票-科技 | 0.55% | +0.01% | — | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.55% | -0.01% | +7.09% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.55% | -0.02% | — | |
| 48 | DUK | Duke Energy CORP | 股票-公用事業 | 0.55% | -0.10% | — | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.54% | -0.01% | +0.15% | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.54% | -0.46% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRK | Comstock Resources Inc | +2.1% | — | 不變 |
| 2 | ATLX | Atlas Lithium Inc | +0.6% | +45.04% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.5% | — | 不變 |
| 4 | BX | Blackstone Inc | +0.5% | +2.08% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | +0.01% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.3% | NEW | 新建倉 |
| 7 | KKR | Kkr & Co Inc | +0.2% | +4.27% | 加碼 |
| 8 | LNG | Cheniere Energy Inc | +0.2% | +2.25% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | — | 不變 |
| 10 | V | Visa Inc-class A Shares | +0.2% | +4.32% | 加碼 |
| 11 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +57.50% | 加碼 |
| 12 | DJCO | Daily Journal CORP | +0.2% | NEW | 新建倉 |
| 13 | TMP | Tompkins Financial CORP | +0.2% | NEW | 新建倉 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | — | 不變 |
| 15 | SCHB | Schwab US Broad Market ETF | +0.1% | +227.88% | 加碼 |
| 16 | BKNG | Booking Holdings Inc | +0.1% | — | 不變 |
| 17 | TPL | Texas Pacific Land CORP | +0.1% | — | 不變 |
| 18 | NVDA | Nvidia CORP | +0.1% | — | 不變 |
| 19 | NOW | Servicenow Inc | +0.1% | — | 不變 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -4.64% | 減碼 |
| 21 | MA | Mastercard Inc - A | 0% | +0.07% | 加碼 |
| 22 | XYL | Xylem Inc | -0.1% | — | 不變 |
| 23 | GGRP | Glimpse Group Inc/the | -0.1% | EXIT | 清倉 |
| 24 | TGT | Target CORP | -0.1% | — | 不變 |
| 25 | KO | Coca-cola Co/the | -0.1% | — | 不變 |
| 26 | MDLZ | Mondelez International Inc-a | -0.1% | -4.08% | 減碼 |
| 27 | ADBE | Adobe Inc | -0.1% | -4.00% | 減碼 |
| 28 | ED | Consolidated Edison Inc | -0.1% | -2.93% | 減碼 |
| 29 | JNJ | Johnson & Johnson | -0.1% | -0.72% | 減碼 |
| 30 | HD | Home Depot Inc | -0.1% | +0.02% | 加碼 |
| 31 | NOC | Northrop Grumman CORP | -0.1% | — | 不變 |
| 32 | PEP | Pepsico Inc | -0.1% | — | 不變 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -4.27% | 減碼 |
| 34 | XMPT | Vaneck Cef Muni Income ETF | -0.2% | -14.29% | 減碼 |
| 35 | TDG | Transdigm Group Inc | -0.2% | — | 不變 |
| 36 | AMGN | Amgen Inc | -0.2% | EXIT | 清倉 |
| 37 | PAYC | Paycom Software Inc | -0.2% | EXIT | 清倉 |
| 38 | JOE | St Joe Co/the | -0.2% | EXIT | 清倉 |
| 39 | ROP | Roper Technologies Inc | -0.2% | EXIT | 清倉 |
| 40 | EMN | Eastman Chemical Co | -0.2% | EXIT | 清倉 |
| 41 | AMT | American Tower CORP | -0.2% | +5.26% | 加碼 |
| 42 | AMD | Advanced Micro Devices | -0.2% | -7.03% | 減碼 |
| 43 | CAT | Caterpillar Inc | -0.2% | — | 不變 |
| 44 | STZ | Constellation Brands Inc-a | -0.2% | — | 不變 |
| 45 | PPLI | People Inc | -0.2% | EXIT | 清倉 |
| 46 | IBTE | Ishares Ibonds Dec 2024 Term | -0.3% | EXIT | 清倉 |
| 47 | DHR | Danaher CORP | -0.3% | -1.47% | 減碼 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | — | 不變 |
| 49 | LLY | Eli Lilly & Co | -0.3% | — | 不變 |
| 50 | ✓ | -0.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Cross Staff Investments Inc 在 Q4 2024 季度的美股持倉總市值約為 US$1.7億，共申報了 122 個公開持股部位。
在 Q4 2024 季度，Cross Staff Investments Inc 按市值排列的前三大核心持股分別為：AAPL (8.3%)、CRK (5.7%)、BRK-B (5.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.3% 的權重。
在 Q4 2024 季度中，Cross Staff Investments Inc 共進行了 32 項持倉異動，包含新建倉 3 個部位、加碼 11 個部位、減碼 9 個部位以及清倉 9 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 。
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。