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: 0001161670
申報總市值
US$13.2億
US$13.2億
232 檔
38.9%
截至 Q3 2024 季度末，Cullinan Associates Inc 的美股持倉估值約為 US$13.2億，全數申報部位共有 232 檔。
在 Q3 2024，Cullinan Associates Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 96 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Cullinan Associates Inc 的前 5 大持股（包含 AAPL, WMT, KO）貢獻了組合市值的 38.9%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 232 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 | AAPL | Apple Inc | 股票-科技 | 10.05% | +0.13% | -5.12% | |
| 2 | WMT | Walmart Inc | 股票-非循環性消費 | 5.56% | -0.21% | -23.87% | |
| 3 | KO | Coca-cola Co/the | 股票-非循環性消費 | 5.07% | -1.12% | -2.28% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.62% | -0.74% | +2.68% | |
| 5 | SPGI | S&p Global Inc | 股票-金融 | 3.77% | -0.45% | +0.11% | |
| 6 | COIN | Coinbase Global Inc -class A | 股票-金融 | 3.68% | — | +0.77% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.69% | -0.18% | -4.05% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.27% | +0.22% | +1.55% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.04% | -0.22% | -3.19% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.04% | -3.10% | EXIT | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.78% | +0.03% | -5.58% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.72% | +0.29% | +1.90% | |
| 13 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.51% | -0.22% | -4.09% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.49% | -0.45% | -3.99% | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.48% | +0.07% | -1.80% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.45% | -0.43% | -7.10% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | -0.14% | -1.67% | |
| 18 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.38% | -0.02% | -9.52% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.36% | +0.54% | -6.24% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.35% | -0.13% | -7.66% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | +0.15% | -13.28% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.19% | +0.93% | +13.01% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | +0.28% | +3.27% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.15% | +0.02% | -9.29% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.09% | +0.36% | -6.99% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.93% | — | -6.02% | |
| 27 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.93% | -0.08% | +88.86% | |
| 28 | AMAT | Applied Materials Inc | 股票-科技 | 0.92% | +1.12% | -3.01% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.91% | -0.24% | -5.51% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 0.89% | +0.26% | -4.94% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 0.86% | -0.07% | -6.10% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.05% | -1.78% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.12% | -15.94% | |
| 34 | AFL | Aflac Inc | 股票-金融 | 0.82% | -0.01% | -3.59% | |
| 35 | QLYS | Qualys Inc | 股票-科技 | 0.73% | +0.34% | — | |
| 36 | UPS | United Parcel Service-cl B | 股票-工業 | 0.71% | -0.38% | -7.15% | |
| 37 | SO | Southern Co/the | 股票-公用事業 | 0.69% | -0.07% | +0.03% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.66% | +0.01% | -2.08% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.61% | -0.03% | -14.81% | |
| 40 | DE | Deere & Co | 股票-工業 | 0.60% | -0.01% | -8.87% | |
| 41 | EMR | Emerson Electric Co | 股票-工業 | 0.58% | -0.02% | -10.86% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.57% | +0.03% | -16.25% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.55% | -0.02% | -14.37% | |
| 44 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.52% | -0.07% | -6.89% | |
| 45 | ITW | Illinois Tool Works | 股票-工業 | 0.50% | -0.03% | -7.48% | |
| 46 | NYT | New York Times Co-a | 股票-通訊服務 | 0.50% | -0.15% | -5.59% | |
| 47 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.49% | -0.01% | -12.44% | |
| 48 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.49% | — | — | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | +0.10% | +0.89% | |
| 50 | KLAC | Kla CORP | 股票-科技 | 0.47% | +0.50% | -8.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | -5.12% | 減碼 |
| 2 | SPGI | S&p Global Inc | +0.6% | +0.11% | 加碼 |
| 3 | ABNB | Airbnb Inc-class A | +0.4% | +88.86% | 加碼 |
| 4 | IBM | Intl Business Machines CORP | +0.4% | -5.58% | 減碼 |
| 5 | KO | Coca-cola Co/the | +0.3% | -2.28% | 減碼 |
| 6 | LOW | Lowe's Cos Inc | +0.3% | -4.09% | 減碼 |
| 7 | MCD | Mcdonald's CORP | +0.2% | -7.10% | 減碼 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +1.55% | 加碼 |
| 9 | LMT | Lockheed Martin CORP | +0.2% | -5.51% | 減碼 |
| 10 | ORCL | Oracle CORP | +0.2% | -7.66% | 減碼 |
| 11 | GTLB | Gitlab Inc-cl A | +0.2% | NEW | 新建倉 |
| 12 | ECL | Ecolab Inc | +0.2% | +120.97% | 加碼 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -3.19% | 減碼 |
| 14 | AFL | Aflac Inc | +0.1% | -3.59% | 減碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +3.27% | 加碼 |
| 16 | CVS | Cvs Health CORP | +0.1% | +43.85% | 加碼 |
| 17 | HPQ | Hp Inc | +0.1% | +30.28% | 加碼 |
| 18 | SO | Southern Co/the | +0.1% | +0.03% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | -6.24% | 減碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | -4.94% | 減碼 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | -1.78% | 減碼 |
| 22 | HD | Home Depot Inc | +0.1% | -2.08% | 減碼 |
| 23 | AXP | American Express Co | +0.1% | -6.02% | 減碼 |
| 24 | OKTA | Okta Inc | +0.1% | +149.29% | 加碼 |
| 25 | PRU | Prudential Financial Inc | +0.1% | +13.67% | 加碼 |
| 26 | BX | Blackstone Inc | +0.1% | -1.12% | 減碼 |
| 27 | DT | Dynatrace Inc | +0.1% | — | 不變 |
| 28 | MS | Morgan Stanley | +0.1% | +3.84% | 加碼 |
| 29 | FAST | Fastenal Co | +0.1% | +3.53% | 加碼 |
| 30 | ✓ | Berkshire Hathaway Cl B | +0.1% | +0.06% | 加碼 |
| 31 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | -0.50% | 減碼 |
| 32 | GILD | Gilead Sciences Inc | 0% | -12.44% | 減碼 |
| 33 | TFC | Truist Financial CORP | 0% | +1.66% | 加碼 |
| 34 | RTX | Rtx CORP | 0% | -1.38% | 減碼 |
| 35 | SWK | Stanley Black & Decker Inc | 0% | — | 不變 |
| 36 | NSC | Norfolk Southern CORP | 0% | -0.49% | 減碼 |
| 37 | PM | Philip Morris International | 0% | -3.18% | 減碼 |
| 38 | PYPL | Paypal Holdings Inc | 0% | -1.49% | 減碼 |
| 39 | ADP | Automatic Data Processing | 0% | +0.93% | 加碼 |
| 40 | BAC | Bank Of America CORP | 0% | +20.38% | 加碼 |
| 41 | TSLA | Tesla Inc | 0% | — | 不變 |
| 42 | MDT | Medtronic plc | 0% | -3.49% | 減碼 |
| 43 | DASH | Doordash Inc - A | 0% | — | 不變 |
| 44 | GLW | Corning Inc | 0% | -4.88% | 減碼 |
| 45 | ACN | Accenture plc | 0% | -6.71% | 減碼 |
| 46 | AVGO | Broadcom Inc | 0% | +1013.85% | 加碼 |
| 47 | GOOG | Alphabet Inc-cl C | 0% | +13.01% | 加碼 |
| 48 | BMY | Bristol-myers Squibb Co | 0% | -12.62% | 減碼 |
| 49 | PANW | Palo Alto Networks Inc | 0% | NEW | 新建倉 |
| 50 | MSTR | Strategy Inc | 0% | +900.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Cullinan Associates Inc 在 Q3 2024 季度的美股持倉總市值約為 US$13.2億，共申報了 232 個公開持股部位。
在 Q3 2024 季度，Cullinan Associates Inc 按市值排列的前三大核心持股分別為：AAPL (10.1%)、WMT (5.6%)、KO (5.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.1% 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
GTLB
市值: US$260.6萬
本季最大獲利了結 / 清倉標的
COF
前期市值: US$860.9萬
在 Q3 2024 季度中，Cullinan Associates Inc 共進行了 146 項持倉異動，包含新建倉 7 個部位、加碼 37 個部位、減碼 96 個部位以及清倉 6 個部位。 其中最大新建倉標的為 GTLB。 本季清倉部位包含 COF。
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。