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
217 檔
35.6%
Cullinan Associates Inc 在 Q4 2024 季度的美股部位總計估值為 US$13.2億，分散於 217 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，Cullinan Associates Inc 採取防禦導向的調倉策略，本季減碼 131 檔個股並出清 16 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 AAPL, KO, COIN）累計市值佔比達 35.6%，是驅動 Cullinan Associates Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 217 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 | 10.56% | +0.13% | -12.93% | |
| 2 | KO | Coca-cola Co/the | 股票-非循環性消費 | 5.48% | -1.12% | +6.04% | |
| 3 | COIN | Coinbase Global Inc -class A | 股票-金融 | 4.82% | — | -0.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | -0.74% | -10.73% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 4.62% | -0.21% | -34.59% | |
| 6 | SPGI | S&p Global Inc | 股票-金融 | 4.03% | -0.45% | -1.41% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.82% | -0.18% | -6.94% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.51% | +0.22% | -3.55% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.90% | +0.29% | -16.45% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.80% | -3.10% | EXIT | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.80% | -0.22% | -12.86% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.73% | +0.03% | -9.99% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | -0.14% | -10.94% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.42% | +0.93% | -8.89% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.39% | +0.15% | -8.44% | |
| 16 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.37% | +0.07% | -2.74% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.35% | -0.22% | -12.22% | |
| 18 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.30% | -0.02% | -17.09% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.30% | -0.45% | -19.63% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.29% | -0.43% | -14.87% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | +0.28% | -9.48% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.26% | -0.13% | -14.70% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | +0.54% | -23.28% | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 1.07% | +0.36% | -9.93% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.07% | +0.02% | -14.28% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.01% | — | -13.16% | |
| 27 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.99% | -0.08% | -1.85% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | -0.05% | -2.87% | |
| 29 | QLYS | Qualys Inc | 股票-科技 | 0.93% | +0.34% | -0.92% | |
| 30 | AFL | Aflac Inc | 股票-金融 | 0.84% | -0.01% | -2.00% | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 0.82% | +0.26% | -13.51% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.76% | -0.12% | -22.00% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.72% | +1.12% | -22.59% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.70% | +0.01% | -3.55% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工業 | 0.68% | -0.38% | -13.03% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 0.67% | -0.24% | -17.70% | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.65% | +0.03% | -8.70% | |
| 38 | EMR | Emerson Electric Co | 股票-工業 | 0.63% | -0.02% | -14.65% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.63% | -0.03% | -17.35% | |
| 40 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.63% | — | — | |
| 41 | AMGN | Amgen Inc | 股票-醫療保健 | 0.60% | -0.07% | -24.78% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.60% | +0.03% | +5.41% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.57% | -0.01% | -19.61% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.53% | -0.09% | -7.12% | |
| 45 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.49% | -0.07% | -20.42% | |
| 46 | NYT | New York Times Co-a | 股票-通訊服務 | 0.46% | -0.15% | -15.12% | |
| 47 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.45% | +1.00% | — | |
| 48 | ✓ | Berkshire Hathaway Cl B | 股票-其他 | 0.45% | +0.08% | -1.66% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | +0.10% | -3.32% | |
| 50 | HPQ | Hp Inc | 股票-科技 | 0.44% | +0.02% | -1.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global Inc -class A | +1.1% | -0.07% | 減碼 |
| 2 | AAPL | Apple Inc | +0.5% | -12.93% | 減碼 |
| 3 | KO | Coca-cola Co/the | +0.4% | +6.04% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.3% | -8.70% | 減碼 |
| 5 | SPGI | S&p Global Inc | +0.3% | -1.41% | 減碼 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -3.55% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -10.94% | 減碼 |
| 8 | CME | Cme Group Inc | +0.2% | +614.45% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -8.89% | 減碼 |
| 10 | QLYS | Qualys Inc | +0.2% | -0.92% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | -16.45% | 減碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | -8.44% | 減碼 |
| 13 | WST | West Pharmaceutical Services | +0.1% | — | 不變 |
| 14 | PG | Procter & Gamble Co/the | +0.1% | -6.94% | 減碼 |
| 15 | DUK | Duke Energy CORP | +0.1% | +260.76% | 加碼 |
| 16 | MSTR | Strategy Inc | +0.1% | +100.00% | 加碼 |
| 17 | MSFT | Microsoft CORP | +0.1% | -10.73% | 減碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -9.48% | 減碼 |
| 19 | ECL | Ecolab Inc | +0.1% | +39.66% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -2.87% | 減碼 |
| 21 | CRM | Salesforce Inc | +0.1% | +1.03% | 加碼 |
| 22 | DIS | Walt Disney Co/the | +0.1% | -7.12% | 減碼 |
| 23 | WSM | Williams-sonoma Inc | +0.1% | -3.79% | 減碼 |
| 24 | TEAM | Atlassian Corp-cl A | +0.1% | -0.55% | 減碼 |
| 25 | AXP | American Express Co | +0.1% | -13.16% | 減碼 |
| 26 | AESI | Atlas Energy Solutions Inc | +0.1% | — | 不變 |
| 27 | CSCO | Cisco Systems Inc | +0.1% | +8.51% | 加碼 |
| 28 | ABNB | Airbnb Inc-class A | +0.1% | -1.85% | 減碼 |
| 29 | TFC | Truist Financial CORP | +0.1% | +0.13% | 加碼 |
| 30 | EMR | Emerson Electric Co | +0.1% | -14.65% | 減碼 |
| 31 | HD | Home Depot Inc | 0% | -3.55% | 減碼 |
| 32 | QCOM | Qualcomm Inc | 0% | +18.53% | 加碼 |
| 33 | ✓ | Berkshire Hathaway Cl B | 0% | -1.66% | 減碼 |
| 34 | PM | Philip Morris International | 0% | -2.28% | 減碼 |
| 35 | UNH | Unitedhealth Group Inc | 0% | +5.41% | 加碼 |
| 36 | NOW | Servicenow Inc | 0% | -4.76% | 減碼 |
| 37 | OKTA | Okta Inc | 0% | — | 不變 |
| 38 | WFC | Wells Fargo & Co | 0% | -4.30% | 減碼 |
| 39 | IWF | Ishares Russell 1000 Growth | 0% | — | 不變 |
| 40 | AFL | Aflac Inc | 0% | -2.00% | 減碼 |
| 41 | GS | Goldman Sachs Group Inc | 0% | -17.35% | 減碼 |
| 42 | DT | Dynatrace Inc | 0% | -7.66% | 減碼 |
| 43 | MS | Morgan Stanley | 0% | -13.83% | 減碼 |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | NEW | 新建倉 |
| 45 | HOOD | Robinhood Markets Inc - A | 0% | NEW | 新建倉 |
| 46 | BSX | Boston Scientific CORP | 0% | -5.52% | 減碼 |
| 47 | CARG | Cargurus Inc | 0% | — | 不變 |
| 48 | USB | US Bancorp | 0% | +4.98% | 加碼 |
| 49 | MO | Altria Group Inc | 0% | -2.33% | 減碼 |
| 50 | HIMS | Hims & Hers Health Inc | 0% | -0.16% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cullinan Associates Inc 在 Q4 2024 季度的美股持倉總市值約為 US$13.2億，共申報了 217 個公開持股部位。
在 Q4 2024 季度，Cullinan Associates Inc 按市值排列的前三大核心持股分別為：AAPL (10.6%)、KO (5.5%)、COIN (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.6% 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
PLTR
市值: US$30.3萬
本季最大獲利了結 / 清倉標的
GLW
前期市值: US$392.1萬
在 Q4 2024 季度中，Cullinan Associates Inc 共進行了 163 項持倉異動，包含新建倉 2 個部位、加碼 14 個部位、減碼 131 個部位以及清倉 16 個部位。 其中最大新建倉標的為 PLTR。 本季清倉部位包含 GLW。
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。