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: 0001362535
申報總市值
US$101.7億
US$101.7億
206 檔
13.0%
在 Q3 2024 的 13F 官方備案中，Cullen Capital Management, LLC 管理的美股投資組合規模來到 US$101.7億，整體持股檔數為 206 檔。
在 Q3 2024 期間，Cullen Capital Management, LLC 展現了靈活的資產再平衡步調，透過出清 18 檔弱勢或達到目標價部位，將資金轉置於 15 檔新建倉標的之中。
在資產配置集中度方面，Cullen Capital Management, LLC 的前 5 大核心持股（包含 JPM, PM, NVS 等）合計佔整體申報市值的 13.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 206 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.11% | +0.17% | -10.36% | |
| 2 | PM | Philip Morris International | 股票-非循環性消費 | 2.85% | +0.12% | -8.47% | |
| 3 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.82% | -0.06% | -21.54% | |
| 4 | RTX | Rtx CORP | 股票-工業 | 2.82% | -0.13% | +18.36% | |
| 5 | MS | Morgan Stanley | 股票-金融 | 2.79% | +0.49% | -4.59% | |
| 6 | DUK | Duke Energy CORP | 股票-公用事業 | 2.75% | -0.17% | -5.92% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.75% | +0.05% | -0.86% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.73% | +0.13% | -4.60% | |
| 9 | MDT | Medtronic plc | 股票-醫療保健 | 2.68% | -0.35% | +4.66% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.58% | -0.15% | -4.13% | |
| 11 | CB | Chubb Limited | 股票-金融 | 2.58% | +0.01% | -7.48% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 2.57% | -2.61% | EXIT | |
| 13 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.54% | -0.01% | +28.73% | |
| 14 | GD | General Dynamics CORP | 股票-工業 | 2.50% | -0.02% | -3.61% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.44% | -0.22% | -4.72% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.39% | -0.46% | +0.52% | |
| 17 | VICI | Vici Properties Inc | 股票-房地產 | 2.37% | -0.08% | +0.50% | |
| 18 | KVUE | Kenvue Inc | 股票-非循環性消費 | 2.34% | — | +1.83% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.33% | -0.82% | +3.36% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 2.25% | +0.29% | +836.21% | |
| 21 | DOC | Healthpeak Properties Inc | 股票-房地產 | 2.20% | +0.21% | +35.74% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.18% | -0.04% | +1.77% | |
| 23 | BCE | Bce Inc | 股票-通訊服務 | 2.14% | -0.49% | +15.50% | |
| 24 | TFC | Truist Financial CORP | 股票-金融 | 2.11% | +0.09% | -1.08% | |
| 25 | DOW | Dow Inc | 股票-原物料 | 2.06% | -0.64% | -1.42% | |
| 26 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.96% | -0.06% | +13.01% | |
| 27 | UL | Unilever PLC | 股票-非循環性消費 | 1.94% | — | -5.11% | |
| 28 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.89% | +0.12% | -3.40% | |
| 29 | T | At&t Inc | 股票-通訊服務 | 1.74% | -0.54% | -3.02% | |
| 30 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.72% | -0.12% | -0.49% | |
| 31 | TGT | Target CORP | 股票-循環性消費 | 1.59% | +0.02% | -2.20% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工業 | 1.53% | +0.11% | +17.37% | |
| 33 | C | Citigroup Inc | 股票-金融 | 1.51% | +0.08% | -4.47% | |
| 34 | MO | Altria Group Inc | 股票-非循環性消費 | 1.50% | +0.03% | -5.66% | |
| 35 | COP | Conocophillips | 股票-能源 | 1.47% | -0.63% | -2.36% | |
| 36 | CCI | Crown Castle Inc | 股票-房地產 | 1.44% | -0.23% | -2.63% | |
| 37 | PFE | Pfizer Inc | 股票-醫療保健 | 1.33% | -0.20% | +9.65% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | +0.30% | -9.40% | |
| 39 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.92% | +0.06% | +3.69% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.91% | +0.53% | +6174.09% | |
| 41 | EOG | Eog Resources Inc | 股票-能源 | 0.75% | -0.11% | +1.70% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.74% | -0.06% | -11.83% | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.72% | +0.09% | -14.96% | |
| 44 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 0.70% | — | +0.44% | |
| 45 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.69% | +0.01% | -2.99% | |
| 46 | PPL | Ppl CORP | 股票-公用事業 | 0.68% | -0.06% | -17.64% | |
| 47 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 0.66% | +0.11% | — | |
| 48 | BAX | Baxter International Inc | 股票-醫療保健 | 0.60% | — | -0.51% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.58% | +0.18% | -2.63% | |
| 50 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.56% | -0.04% | +3.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm Inc | +0.9% | +6174.09% | 加碼 |
| 2 | RTX | Rtx CORP | +0.7% | +18.36% | 加碼 |
| 3 | DOC | Healthpeak Properties Inc | +0.7% | +35.74% | 加碼 |
| 4 | SW | Smurfit Westrock Plc | +0.7% | NEW | 新建倉 |
| 5 | MDLZ | Mondelez International Inc-a | +0.4% | +935.57% | 加碼 |
| 6 | KVUE | Kenvue Inc | +0.4% | +1.83% | 加碼 |
| 7 | BCE | Bce Inc | +0.3% | +15.50% | 加碼 |
| 8 | MDT | Medtronic plc | +0.3% | +4.66% | 加碼 |
| 9 | MRK | Merck & Co. Inc. | +0.3% | +28.73% | 加碼 |
| 10 | LOW | Lowe's Cos Inc | +0.2% | -0.49% | 減碼 |
| 11 | VICI | Vici Properties Inc | +0.2% | +0.50% | 加碼 |
| 12 | BTI | British American Tob-sp Adr | +0.2% | +43.13% | 加碼 |
| 13 | NEE | Nextera Energy Inc | +0.2% | -4.72% | 減碼 |
| 14 | CCI | Crown Castle Inc | +0.2% | -2.63% | 減碼 |
| 15 | UPS | United Parcel Service-cl B | +0.2% | +17.37% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +1.77% | 加碼 |
| 17 | GPC | Genuine Parts Co | +0.1% | +13.01% | 加碼 |
| 18 | SYY | Sysco CORP | +0.1% | NEW | 新建倉 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -4.60% | 減碼 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | -0.86% | 減碼 |
| 21 | UL | Unilever PLC | +0.1% | -5.11% | 減碼 |
| 22 | PM | Philip Morris International | +0.1% | -8.47% | 減碼 |
| 23 | CPA | Copa Holdings, S.A. | +0.1% | +167.03% | 加碼 |
| 24 | CMCSA | Comcast Corp-class A | +0.1% | +3.36% | 加碼 |
| 25 | TRV | Travelers Cos Inc/the | +0.1% | -3.40% | 減碼 |
| 26 | T | At&t Inc | +0.1% | -3.02% | 減碼 |
| 27 | PFE | Pfizer Inc | +0.1% | +9.65% | 加碼 |
| 28 | DEO | Diageo Plc-sponsored Adr | +0.1% | +3.69% | 加碼 |
| 29 | IBM | Intl Business Machines CORP | +0.1% | -1.78% | 減碼 |
| 30 | KTB | Kontoor Brands Inc | +0.1% | NEW | 新建倉 |
| 31 | DUK | Duke Energy CORP | +0.1% | -5.92% | 減碼 |
| 32 | TFC | Truist Financial CORP | +0.1% | -1.08% | 減碼 |
| 33 | CAG | Conagra Brands Inc | +0.1% | +0.44% | 加碼 |
| 34 | GLDG | Goldmining Inc | +0.1% | NEW | 新建倉 |
| 35 | BAX | Baxter International Inc | 0% | -0.51% | 減碼 |
| 36 | EWM | Ishares Msci Malaysia ETF | 0% | +52.15% | 加碼 |
| 37 | BMY | Bristol-myers Squibb Co | 0% | -11.83% | 減碼 |
| 38 | KO | The Coca-Cola Company | 0% | +3.02% | 加碼 |
| 39 | KB | Kb Financial Group Inc-adr | 0% | +26.90% | 加碼 |
| 40 | SRE | Sempra | 0% | +62.09% | 加碼 |
| 41 | LAUR | Laureate Education Inc | 0% | +4.92% | 加碼 |
| 42 | IBN | Icici Bank Ltd-spon Adr | 0% | +5.17% | 加碼 |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | NEW | 新建倉 |
| 44 | RJF | Raymond James Financial Inc | 0% | NEW | 新建倉 |
| 45 | MHO | M/i Homes Inc | 0% | NEW | 新建倉 |
| 46 | DOUG | Douglas Elliman Inc | 0% | +252.69% | 加碼 |
| 47 | TREE | Lendingtree Inc | 0% | +14.93% | 加碼 |
| 48 | MBC | Masterbrand Inc | 0% | NEW | 新建倉 |
| 49 | DENN | Denny's CORP | 0% | NEW | 新建倉 |
| 50 | MBUU | Malibu Boats Inc - A | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Cullen Capital Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$101.7億，共申報了 206 個公開持股部位。
在 Q3 2024 季度，Cullen Capital Management, LLC 按市值排列的前三大核心持股分別為：JPM (3.1%)、PM (2.9%)、NVS (2.8%)。其中最大持股部位 JPM 佔據整體投資組合約 3.1% 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
SW
市值: US$6083.8萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$8237.9萬
在 Q3 2024 季度中，Cullen Capital Management, LLC 共進行了 182 項持倉異動，包含新建倉 15 個部位、加碼 69 個部位、減碼 80 個部位以及清倉 18 個部位。 其中最大新建倉標的為 SW。 本季清倉部位包含 INTC。
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。