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
140 檔
20.0%
Greatmark Investment Partners, Inc. 在 Q4 2024 季度的美股部位總計估值為 US$9.1億，分散於 140 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024，Greatmark Investment Partners, Inc. 進行了溫和的常態性持倉調整（包含新建倉 3 檔、加碼 24 檔、減碼 22 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 AFL, AAPL, AXP）累計市值佔比達 20.0%，是驅動 Greatmark Investment Partners, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 7.19% | -0.37% | -1.43% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.88% | +0.24% | -2.05% | |
| 3 | AXP | American Express Co | 股票-金融 | 4.79% | +0.19% | -3.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.16% | -2.27% | |
| 5 | QCOM | Qualcomm Inc | 股票-科技 | 3.52% | +0.96% | +1.71% | |
| 6 | AN | Autonation Inc | 股票-循環性消費 | 3.39% | -0.34% | +25.47% | |
| 7 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.34% | -0.26% | +1.93% | |
| 8 | NFLX | Netflix Inc | 股票-通訊服務 | 3.22% | -0.80% | -13.50% | |
| 9 | PYPL | Paypal Holdings Inc | 股票-金融 | 3.16% | -0.08% | -0.71% | |
| 10 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.06% | -0.21% | +3.52% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.76% | +0.17% | +1.57% | |
| 12 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.75% | -0.21% | +2.12% | |
| 13 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.70% | +0.03% | -2.78% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 2.44% | -0.08% | +5.75% | |
| 15 | RH | Rh | 股票-循環性消費 | 2.40% | +0.52% | -0.79% | |
| 16 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 2.37% | -0.78% | — | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.21% | -0.13% | +7.75% | |
| 18 | GWW | Ww Grainger Inc | 股票-工業 | 2.08% | +0.27% | -5.11% | |
| 19 | DVN | Devon Energy CORP | 股票-能源 | 1.97% | -0.87% | +13.53% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.96% | -0.02% | -4.38% | |
| 21 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.94% | +0.14% | +2.67% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 1.84% | -0.61% | +4.67% | |
| 23 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.56% | +0.06% | -4.79% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.52% | +0.01% | +8.30% | |
| 25 | ITW | Illinois Tool Works | 股票-工業 | 1.49% | -0.07% | -1.77% | |
| 26 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.20% | +0.37% | +24.30% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.14% | +0.09% | -2.98% | |
| 28 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 1.06% | -0.02% | -2.76% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.03% | +0.43% | -6.21% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.00% | +0.05% | +4.26% | |
| 31 | WHR | Whirlpool CORP | 股票-循環性消費 | 0.88% | -0.07% | +5.02% | |
| 32 | TGT | Target CORP | 股票-循環性消費 | 0.82% | — | -5.34% | |
| 33 | GD | General Dynamics CORP | 股票-工業 | 0.82% | -0.04% | +4.88% | |
| 34 | GPN | Global Payments Inc | 股票-工業 | 0.82% | — | -3.89% | |
| 35 | EMR | Emerson Electric Co | 股票-工業 | 0.80% | — | -2.62% | |
| 36 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.78% | +0.29% | -58.21% | |
| 37 | PDS | Precision Drilling CORP | 股票-其他 | 0.76% | -0.39% | +8.97% | |
| 38 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.66% | +0.03% | -1.81% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.61% | -0.13% | +3.03% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.83% | EXIT | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.20% | +4.23% | |
| 42 | SO | Southern Co/the | 股票-公用事業 | 0.56% | -0.04% | +5.44% | |
| 43 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.56% | -0.01% | -1.25% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.52% | -0.10% | — | |
| 45 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.47% | -0.01% | -1.89% | |
| 46 | LDP | Cohen & Steers Limited Durat | 股票-其他 | 0.47% | -0.01% | +1.72% | |
| 47 | GIS | General Mills Inc | 股票-非循環性消費 | 0.43% | -0.03% | -1.28% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.43% | -0.02% | +1.87% | |
| 49 | XCHYX | Calamos Convert & High Inc | 股票-其他 | 0.42% | +0.07% | +2.81% | |
| 50 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.42% | -0.08% | +1.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ASO | Academy Sports & Outdoors In | +2.4% | NEW | 新建倉 |
| 2 | AN | Autonation Inc | +0.6% | +25.47% | 加碼 |
| 3 | SCHW | Schwab (charles) CORP | +0.5% | +1.93% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +1.57% | 加碼 |
| 5 | RH | Rh | +0.4% | -0.79% | 減碼 |
| 6 | AXP | American Express Co | +0.3% | -3.45% | 減碼 |
| 7 | NFLX | Netflix Inc | +0.3% | -13.50% | 減碼 |
| 8 | PYPL | Paypal Holdings Inc | +0.3% | -0.71% | 減碼 |
| 9 | AMP | Ameriprise Financial Inc | +0.3% | -2.78% | 減碼 |
| 10 | AAPL | Apple Inc | +0.3% | -2.05% | 減碼 |
| 11 | BKNG | Booking Holdings Inc | +0.2% | -4.79% | 減碼 |
| 12 | TRV | Travelers Cos Inc/the | +0.1% | +2.67% | 加碼 |
| 13 | WHR | Whirlpool CORP | +0.1% | +5.02% | 加碼 |
| 14 | BAC | Bank Of America CORP | +0.1% | -2.98% | 減碼 |
| 15 | WM | Waste Management Inc | +0.1% | NEW | 新建倉 |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | NEW | 新建倉 |
| 17 | EMR | Emerson Electric Co | +0.1% | -2.62% | 減碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +44.13% | 加碼 |
| 19 | 0VVB | Paramount Global-class B | +0.1% | +68.19% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +60.07% | 加碼 |
| 21 | PDS | Precision Drilling CORP | +0.1% | +8.97% | 加碼 |
| 22 | WSM | Williams-sonoma Inc | +0.1% | +6.98% | 加碼 |
| 23 | NVDA | Nvidia CORP | +0.1% | +97.22% | 加碼 |
| 24 | GILD | Gilead Sciences Inc | +0.1% | +1.91% | 加碼 |
| 25 | VZ | Verizon Communications Inc | -0.1% | +3.03% | 加碼 |
| 26 | NZF | Nuveen Municipal Credit Inc | -0.1% | -1.89% | 減碼 |
| 27 | URI | United Rentals Inc | -0.1% | — | 不變 |
| 28 | ABBV | Abbvie Inc | -0.1% | +4.26% | 加碼 |
| 29 | UPS | United Parcel Service-cl B | -0.1% | +4.67% | 加碼 |
| 30 | JPC | Nuveen Prefered & Income Opp | -0.1% | -2.76% | 減碼 |
| 31 | GWW | Ww Grainger Inc | -0.1% | -5.11% | 減碼 |
| 32 | ITW | Illinois Tool Works | -0.1% | -1.77% | 減碼 |
| 33 | GD | General Dynamics CORP | -0.1% | +4.88% | 加碼 |
| 34 | JNJ | Johnson & Johnson | -0.1% | +7.75% | 加碼 |
| 35 | GIS | General Mills Inc | -0.1% | -1.28% | 減碼 |
| 36 | DVN | Devon Energy CORP | -0.1% | +13.53% | 加碼 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -6.40% | 減碼 |
| 38 | KO | Coca-cola Co/the | -0.1% | +8.30% | 加碼 |
| 39 | ELV | Elevance Health Inc | -0.2% | +24.30% | 加碼 |
| 40 | MSFT | Microsoft CORP | -0.2% | -2.27% | 減碼 |
| 41 | HD | Home Depot Inc | -0.2% | -4.38% | 減碼 |
| 42 | TGT | Target CORP | -0.2% | -5.34% | 減碼 |
| 43 | LOW | Lowe's Cos Inc | -0.2% | +2.12% | 加碼 |
| 44 | KSS | Kohls CORP | -0.2% | -69.12% | 減碼 |
| 45 | QCOM | Qualcomm Inc | -0.3% | +1.71% | 加碼 |
| 46 | MPC | Marathon Petroleum CORP | -0.4% | +3.52% | 加碼 |
| 47 | AMGN | Amgen Inc | -0.4% | +5.75% | 加碼 |
| 48 | AFL | Aflac Inc | -0.7% | -1.43% | 減碼 |
| 49 | INTC | Intel CORP | -1.2% | -88.03% | 減碼 |
| 50 | CVS | Cvs Health CORP | -1.8% | -58.21% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Greatmark Investment Partners, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$9.1億，共申報了 140 個公開持股部位。
在 Q4 2024 季度，Greatmark Investment Partners, Inc. 按市值排列的前三大核心持股分別為：AFL (7.2%)、AAPL (4.9%)、AXP (4.8%)。其中最大持股部位 AFL 佔據整體投資組合約 7.2% 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
ASO
市值: US$1743.9萬
本季最大獲利了結 / 清倉標的
AFL
前期市值: US$5790.5萬
在 Q4 2024 季度中，Greatmark Investment Partners, Inc. 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 24 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ASO。
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。