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: 0001540944
申報總市值
US$9.1億
US$9.1億
134 檔
20.5%
截至 Q3 2024 季度末，Greatmark Investment Partners, Inc. 的美股持倉估值約為 US$9.1億，全數申報部位共有 134 檔。
在 Q3 2024，Greatmark Investment Partners, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 25 個既有持股進行加碼（合計增持 27 檔），相較減碼與清倉部位顯著佔優。
整體而言，Greatmark Investment Partners, Inc. 的前 5 大持股（包含 AFL, AAPL, AXP）貢獻了組合市值的 20.5%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | AFL | Aflac Inc | 股票-金融 | 7.85% | -0.37% | -0.67% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.62% | +0.24% | -0.77% | |
| 3 | AXP | American Express Co | 股票-金融 | 4.51% | +0.19% | -1.54% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | -0.16% | -1.02% | |
| 5 | QCOM | Qualcomm Inc | 股票-科技 | 3.81% | +0.96% | -0.12% | |
| 6 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.44% | -0.21% | -1.04% | |
| 7 | NFLX | Netflix Inc | 股票-通訊服務 | 2.95% | -0.80% | -2.06% | |
| 8 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.94% | -0.21% | +0.80% | |
| 9 | PYPL | Paypal Holdings Inc | 股票-金融 | 2.90% | -0.08% | +2.77% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.86% | -0.26% | +2.85% | |
| 11 | AMGN | Amgen Inc | 股票-醫療保健 | 2.84% | -0.08% | +0.00% | |
| 12 | AN | Autonation Inc | 股票-循環性消費 | 2.83% | -0.34% | +4.06% | |
| 13 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.62% | +0.29% | +3.74% | |
| 14 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.44% | +0.03% | +1.36% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.30% | +0.17% | +5.00% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.29% | -0.13% | +2.49% | |
| 17 | GWW | Ww Grainger Inc | 股票-工業 | 2.15% | +0.27% | -0.38% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 2.13% | -0.02% | -0.42% | |
| 19 | DVN | Devon Energy CORP | 股票-能源 | 2.06% | -0.87% | +3.17% | |
| 20 | RH | Rh | 股票-循環性消費 | 2.05% | +0.52% | +4.49% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工業 | 1.90% | -0.61% | +7.15% | |
| 22 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.83% | +0.14% | +3.47% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.62% | +0.01% | — | |
| 24 | ITW | Illinois Tool Works | 股票-工業 | 1.56% | -0.07% | -1.98% | |
| 25 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.38% | +0.06% | +4.26% | |
| 26 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.36% | +0.37% | +0.95% | |
| 27 | INTC | Intel CORP | 股票-科技 | 1.33% | +0.05% | NEW | |
| 28 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 1.12% | -0.02% | -0.76% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.06% | +0.05% | -0.48% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 1.05% | +0.09% | -4.23% | |
| 31 | TGT | Target CORP | 股票-循環性消費 | 1.00% | — | -5.43% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.99% | +0.43% | -0.14% | |
| 33 | GD | General Dynamics CORP | 股票-工業 | 0.89% | -0.04% | +0.16% | |
| 34 | WHR | Whirlpool CORP | 股票-循環性消費 | 0.78% | -0.07% | +5.52% | |
| 35 | GPN | Global Payments Inc | 股票-工業 | 0.77% | — | -1.61% | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 0.72% | — | -1.12% | |
| 37 | PDS | Precision Drilling CORP | 股票-其他 | 0.70% | -0.39% | +1.82% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.83% | EXIT | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.66% | -0.13% | +0.00% | |
| 40 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.64% | +0.03% | — | |
| 41 | SO | Southern Co/the | 股票-公用事業 | 0.58% | -0.04% | -0.98% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.58% | -0.01% | +28.19% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.20% | +12.40% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | -0.10% | +0.01% | |
| 45 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.52% | -0.01% | +0.13% | |
| 46 | GIS | General Mills Inc | 股票-非循環性消費 | 0.51% | -0.03% | +10.87% | |
| 47 | LDP | Cohen & Steers Limited Durat | 股票-其他 | 0.50% | -0.01% | +0.12% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.45% | -0.02% | +5.38% | |
| 49 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.41% | -0.02% | -1.52% | |
| 50 | XCHYX | Calamos Convert & High Inc | 股票-其他 | 0.40% | +0.07% | -0.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AFL | Aflac Inc | +1.1% | -0.67% | 減碼 |
| 2 | PYPL | Paypal Holdings Inc | +0.6% | +2.77% | 加碼 |
| 3 | RH | Rh | +0.5% | +4.49% | 加碼 |
| 4 | LOW | Lowe's Cos Inc | +0.4% | +0.80% | 加碼 |
| 5 | AXP | American Express Co | +0.3% | -1.54% | 減碼 |
| 6 | AN | Autonation Inc | +0.2% | +4.06% | 加碼 |
| 7 | CGCP | Cap Group Core Plus Income | +0.2% | NEW | 新建倉 |
| 8 | TRV | Travelers Cos Inc/the | +0.2% | +3.47% | 加碼 |
| 9 | HD | Home Depot Inc | +0.2% | -0.42% | 減碼 |
| 10 | APD | Air Products & Chemicals Inc | +0.2% | +28.19% | 加碼 |
| 11 | GWW | Ww Grainger Inc | +0.1% | -0.38% | 減碼 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +2.49% | 加碼 |
| 13 | AAPL | Apple Inc | +0.1% | -0.77% | 減碼 |
| 14 | AMP | Ameriprise Financial Inc | +0.1% | +1.36% | 加碼 |
| 15 | GIS | General Mills Inc | +0.1% | +10.87% | 加碼 |
| 16 | KO | Coca-cola Co/the | +0.1% | — | 不變 |
| 17 | CVS | Cvs Health CORP | +0.1% | +3.74% | 加碼 |
| 18 | ABBV | Abbvie Inc | +0.1% | -0.48% | 減碼 |
| 19 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | — | 不變 |
| 20 | MCD | Mcdonald's CORP | +0.1% | +0.01% | 加碼 |
| 21 | GILD | Gilead Sciences Inc | +0.1% | +5.66% | 加碼 |
| 22 | FBND | Fidelity Total Bond ETF | +0.1% | NEW | 新建倉 |
| 23 | URI | United Rentals Inc | +0.1% | -1.44% | 減碼 |
| 24 | BKNG | Booking Holdings Inc | 0% | +4.26% | 加碼 |
| 25 | CSCO | Cisco Systems Inc | 0% | -0.14% | 減碼 |
| 26 | SO | Southern Co/the | 0% | -0.98% | 減碼 |
| 27 | ZBH | Zimmer Biomet Holdings Inc | 0% | +25.75% | 加碼 |
| 28 | KEL | Kellanova | 0% | -1.76% | 減碼 |
| 29 | STOT | Ss Dl St Dur Tr Tact ETF | 0% | +37.14% | 加碼 |
| 30 | WHR | Whirlpool CORP | 0% | +5.52% | 加碼 |
| 31 | IEF | Ishares 7-10 Year Treasury B | 0% | +5.38% | 加碼 |
| 32 | WMT | Walmart Inc | 0% | -4.70% | 減碼 |
| 33 | ITW | Illinois Tool Works | 0% | -1.98% | 減碼 |
| 34 | LDP | Cohen & Steers Limited Durat | 0% | +0.12% | 加碼 |
| 35 | JPC | Nuveen Prefered & Income Opp | — | -0.76% | 減碼 |
| 36 | VZ | Verizon Communications Inc | — | +0.00% | 加碼 |
| 37 | UPS | United Parcel Service-cl B | 0% | +7.15% | 加碼 |
| 38 | COP | Conocophillips | -0.1% | -25.77% | 減碼 |
| 39 | AMGN | Amgen Inc | -0.1% | +0.00% | 加碼 |
| 40 | NFLX | Netflix Inc | -0.1% | -2.06% | 減碼 |
| 41 | BAC | Bank Of America CORP | -0.1% | -4.23% | 減碼 |
| 42 | LDUR | Pimco Enhanced Low Duration | -0.2% | -29.12% | 減碼 |
| 43 | PDS | Precision Drilling CORP | -0.2% | +1.82% | 加碼 |
| 44 | ELV | Elevance Health Inc | -0.2% | +0.95% | 加碼 |
| 45 | SCHW | Schwab (charles) CORP | -0.5% | +2.85% | 加碼 |
| 46 | MPC | Marathon Petroleum CORP | -0.5% | -1.04% | 減碼 |
| 47 | DVN | Devon Energy CORP | -0.6% | +3.17% | 加碼 |
| 48 | INTC | Intel CORP | -0.6% | -0.53% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.6% | -1.02% | 減碼 |
| 50 | QCOM | Qualcomm Inc | -1% | -0.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Greatmark Investment Partners, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$9.1億，共申報了 134 個公開持股部位。
在 Q3 2024 季度，Greatmark Investment Partners, Inc. 按市值排列的前三大核心持股分別為：AFL (7.8%)、AAPL (4.6%)、AXP (4.5%)。其中最大持股部位 AFL 佔據整體投資組合約 7.8% 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
CGCP
市值: US$150.2萬
本季最大獲利了結 / 清倉標的
AFL
前期市值: US$4656.8萬
在 Q3 2024 季度中，Greatmark Investment Partners, Inc. 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 21 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CGCP。
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。