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: 0001595880
申報總市值
US$57.0億
US$57.0億
73 檔
13.4%
Junto Capital Management LP 在 Q3 2024 季度的美股部位總計估值為 US$57.0億，分散於 73 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2024 的資金脈絡，Junto Capital Management LP 在獲利結算 39 檔個股的同時，將資本重新部署至 38 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 LPLA, BLKCHF, ICE）累計市值佔比達 13.4%，是驅動 Junto Capital Management LP 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 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 3.98% | -1.51% | EXIT | |
| 2 | BLKCHF | Blackrock Inc | 股票-其他 | 3.57% | — | — | |
| 3 | ICE | Intercontinental Exchange In | 股票-金融 | 3.34% | — | -40.70% | |
| 4 | BSX | Boston Scientific CORP | 股票-醫療保健 | 3.19% | — | -14.12% | |
| 5 | PGR | Progressive CORP | 股票-金融 | 2.76% | — | -3.64% | |
| 6 | COF | Capital One Financial CORP | 股票-金融 | 2.56% | +0.17% | +36.73% | |
| 7 | BURL | Burlington Stores Inc | 股票-循環性消費 | 2.50% | — | +42.56% | |
| 8 | RGA | Reinsurance Group Of America | 股票-金融 | 2.44% | — | -1.49% | |
| 9 | PNC | Pnc Financial Services Group | 股票-金融 | 2.34% | -0.35% | — | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 2.26% | — | — | |
| 11 | WH | Wyndham Hotels & Resorts Inc | 股票-循環性消費 | 2.14% | — | +33.91% | |
| 12 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 2.05% | — | — | |
| 13 | EHC | Encompass Health CORP | 股票-醫療保健 | 2.03% | — | +11.72% | |
| 14 | ROST | Ross Stores Inc | 股票-循環性消費 | 2.00% | -0.57% | EXIT | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.97% | — | — | |
| 16 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.93% | — | +27.25% | |
| 17 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 1.93% | — | +261.45% | |
| 18 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.90% | — | +131.04% | |
| 19 | EAT | Brinker International Inc | 股票-循環性消費 | 1.86% | -0.20% | — | |
| 20 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 1.83% | — | +40.35% | |
| 21 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 1.79% | — | +47.85% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 1.72% | — | — | |
| 23 | ADSK | Autodesk Inc | 股票-科技 | 1.62% | -0.75% | EXIT | |
| 24 | SGI | Somnigroup International Inc | 股票-循環性消費 | 1.61% | — | -2.44% | |
| 25 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.57% | — | +126.38% | |
| 26 | PTC | Ptc Inc | 股票-科技 | 1.56% | — | +69.97% | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.49% | +0.72% | NEW | |
| 28 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.47% | — | -39.04% | |
| 29 | RVTY | Revvity Inc | 股票-醫療保健 | 1.38% | — | — | |
| 30 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.36% | — | — | |
| 31 | SYF | Synchrony Financial | 股票-金融 | 1.34% | — | — | |
| 32 | MDT | Medtronic plc | 股票-醫療保健 | 1.32% | — | — | |
| 33 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 1.30% | — | — | |
| 34 | URBN | Urban Outfitters Inc | 股票-循環性消費 | 1.25% | — | -1.01% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事業 | 1.22% | — | -15.45% | |
| 36 | APTV | Aptiv PLC | 股票-循環性消費 | 1.16% | — | — | |
| 37 | MTB | M & T Bank CORP | 股票-金融 | 1.15% | — | -37.66% | |
| 38 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.14% | — | — | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.14% | — | — | |
| 40 | CME | Cme Group Inc | 股票-金融 | 1.13% | -1.13% | EXIT | |
| 41 | TDY | Teledyne Technologies Inc | 股票-科技 | 1.11% | — | — | |
| 42 | OMC | Omnicom Group | 股票-通訊服務 | 1.10% | — | — | |
| 43 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.02% | -0.91% | EXIT | |
| 44 | VIK | Viking Holdings Ltd | 股票-循環性消費 | 1.01% | +0.94% | NEW | |
| 45 | BR | Broadridge Financial Solutio | 股票-科技 | 1.00% | — | — | |
| 46 | CRH | CRH plc | 股票-原物料 | 0.97% | — | -32.45% | |
| 47 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.95% | -1.45% | EXIT | |
| 48 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.89% | +1.49% | NEW | |
| 49 | AMT | American Tower CORP | 股票-房地產 | 0.88% | — | -13.28% | |
| 50 | DVA | Davita Inc | 股票-醫療保健 | 0.87% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLKCHF | Blackrock Inc | +3.6% | NEW | 新建倉 |
| 2 | PNC | Pnc Financial Services Group | +2.3% | NEW | 新建倉 |
| 3 | CRM | Salesforce Inc | +2.3% | NEW | 新建倉 |
| 4 | CMG | Chipotle Mexican Grill Inc | +2.1% | NEW | 新建倉 |
| 5 | GS | Goldman Sachs Group Inc | +2% | NEW | 新建倉 |
| 6 | EAT | Brinker International Inc | +1.9% | NEW | 新建倉 |
| 7 | RTX | Rtx CORP | +1.7% | NEW | 新建倉 |
| 8 | CMCSA | Comcast Corp-class A | +1.5% | NEW | 新建倉 |
| 9 | CCL1EUR | Carnival CORP LTD | +1.4% | +261.45% | 加碼 |
| 10 | RVTY | Revvity Inc | +1.4% | NEW | 新建倉 |
| 11 | SJM | Jm Smucker Co/the | +1.4% | NEW | 新建倉 |
| 12 | SYF | Synchrony Financial | +1.3% | NEW | 新建倉 |
| 13 | MDT | Medtronic plc | +1.3% | NEW | 新建倉 |
| 14 | DECK | Deckers Outdoor CORP | +1.3% | NEW | 新建倉 |
| 15 | ROST | Ross Stores Inc | +1.2% | +130.43% | 加碼 |
| 16 | ADSK | Autodesk Inc | +1.2% | +198.55% | 加碼 |
| 17 | APTV | Aptiv PLC | +1.2% | NEW | 新建倉 |
| 18 | FERG | Ferguson Enterprises Inc | +1.1% | NEW | 新建倉 |
| 19 | TMO | Thermo Fisher Scientific Inc | +1.1% | NEW | 新建倉 |
| 20 | CME | Cme Group Inc | +1.1% | NEW | 新建倉 |
| 21 | OLLI | Ollie's Bargain Outlet Holdi | +1.1% | +131.04% | 加碼 |
| 22 | TDY | Teledyne Technologies Inc | +1.1% | NEW | 新建倉 |
| 23 | OMC | Omnicom Group | +1.1% | NEW | 新建倉 |
| 24 | BURL | Burlington Stores Inc | +1% | +42.56% | 加碼 |
| 25 | BR | Broadridge Financial Solutio | +1% | NEW | 新建倉 |
| 26 | BKNG | Booking Holdings Inc | +1% | +126.38% | 加碼 |
| 27 | COF | Capital One Financial CORP | +1% | +36.73% | 加碼 |
| 28 | SSNC | Ss&c Technologies Holdings | +1% | NEW | 新建倉 |
| 29 | DVA | Davita Inc | +0.9% | NEW | 新建倉 |
| 30 | PNW | Pinnacle West Capital Corporation | +0.8% | +27.25% | 加碼 |
| 31 | FISV | Fiserv Inc | +0.8% | NEW | 新建倉 |
| 32 | WH | Wyndham Hotels & Resorts Inc | +0.7% | +33.91% | 加碼 |
| 33 | DT | Dynatrace Inc | +0.7% | NEW | 新建倉 |
| 34 | LPLA | Lpl Financial Holdings Inc | +0.7% | +35.82% | 加碼 |
| 35 | META | Meta Platforms Inc-class A | +0.7% | NEW | 新建倉 |
| 36 | VIK | Viking Holdings Ltd | +0.7% | +202.52% | 加碼 |
| 37 | PTC | Ptc Inc | +0.7% | +69.97% | 加碼 |
| 38 | CDW | Cdw Corp/de | +0.7% | NEW | 新建倉 |
| 39 | QSR | Restaurant Brands Intern | +0.7% | +47.85% | 加碼 |
| 40 | HLT | Hilton Worldwide Holdings In | +0.7% | +40.35% | 加碼 |
| 41 | NFLX | Netflix Inc | +0.7% | NEW | 新建倉 |
| 42 | AVGO | Broadcom Inc | +0.7% | NEW | 新建倉 |
| 43 | NVDA | Nvidia CORP | +0.6% | NEW | 新建倉 |
| 44 | MRVL | Marvell Technology Inc | +0.6% | NEW | 新建倉 |
| 45 | PGR | Progressive CORP | +0.6% | -3.64% | 減碼 |
| 46 | ACHC | Acadia Healthcare Co Inc | +0.6% | NEW | 新建倉 |
| 47 | DDOG | Datadog Inc - Class A | +0.6% | NEW | 新建倉 |
| 48 | EHC | Encompass Health CORP | +0.5% | +11.72% | 加碼 |
| 49 | ANETEUR | Arista Networks Inc | +0.5% | NEW | 新建倉 |
| 50 | MSCI | Msci Inc | +0.5% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Junto Capital Management LP 在 Q3 2024 季度的美股持倉總市值約為 US$57.0億，共申報了 73 個公開持股部位。
在 Q3 2024 季度，Junto Capital Management LP 按市值排列的前三大核心持股分別為：LPLA (4.0%)、BLKCHF (3.6%)、ICE (3.3%)。其中最大持股部位 LPLA 佔據整體投資組合約 4.0% 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
BLKCHF
市值: US$1.6億
本季最大獲利了結 / 清倉標的
RSP
前期市值: US$4.6億
在 Q3 2024 季度中，Junto Capital Management LP 共進行了 112 項持倉異動，包含新建倉 38 個部位、加碼 17 個部位、減碼 18 個部位以及清倉 39 個部位。 其中最大新建倉標的為 BLKCHF。 本季清倉部位包含 RSP。
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。