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: 0001164478
申報總市值
US$15.4億
US$15.4億
218 檔
16.3%
截至 Q1 2024 季度末，Kanawha Capital Management LLC 的美股持倉估值約為 US$15.4億，全數申報部位共有 218 檔。
觀察 Q1 2024 的申報異動，Kanawha Capital Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 41 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, LOW）占據了總市值的 16.3%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 218 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 | MSFT | Microsoft CORP | 股票-科技 | 7.15% | -0.31% | -2.65% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.55% | +0.26% | -1.08% | |
| 3 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 3.58% | -0.42% | -0.38% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.35% | -0.06% | +1.85% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 2.34% | +0.06% | +1.77% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.33% | +0.12% | -2.87% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.30% | -0.12% | +1.35% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | +0.07% | +1.20% | |
| 9 | SNOXX | Schwab Trsry Obl Mny-inv | 股票-其他 | 2.14% | — | — | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.07% | +0.15% | +0.30% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.01% | -0.34% | +3.69% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.01% | -0.15% | +2.18% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.98% | +0.11% | +423.89% | |
| 14 | ITW | Illinois Tool Works | 股票-工業 | 1.94% | -0.06% | +2.25% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.82% | -0.28% | +2.64% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.82% | -0.10% | +2.66% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.79% | +0.40% | +13.91% | |
| 18 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.67% | -0.11% | +3.39% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.62% | -0.16% | +1.80% | |
| 20 | TGT | Target CORP | 股票-循環性消費 | 1.50% | — | +2.08% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.46% | +0.07% | +1.23% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.40% | -0.44% | +3.34% | |
| 23 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.36% | -0.33% | +2.02% | |
| 24 | ECL | Ecolab Inc | 股票-原物料 | 1.32% | -0.02% | +1.82% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -0.43% | +1.71% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.28% | +0.13% | +0.41% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 1.24% | -0.20% | +3.57% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.22% | +0.66% | +1.61% | |
| 29 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 1.15% | — | — | |
| 30 | NSC | Norfolk Southern CORP | 股票-工業 | 1.15% | — | +0.39% | |
| 31 | CB | Chubb Limited | 股票-金融 | 1.14% | -0.04% | +2.03% | |
| 32 | PH | Parker Hannifin CORP | 股票-工業 | 1.13% | +0.01% | -2.02% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 1.08% | +0.26% | +0.28% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.89% | -0.16% | +3.90% | |
| 35 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.88% | -0.06% | +12.77% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.87% | -0.02% | +3.34% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | +0.14% | +2.54% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.82% | — | -1.51% | |
| 39 | TFC | Truist Financial CORP | 股票-金融 | 0.81% | -0.03% | +3.97% | |
| 40 | CAT | Caterpillar Inc | 股票-工業 | 0.81% | +0.50% | -1.60% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.76% | -0.11% | +18.12% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.76% | +0.08% | +1.59% | |
| 43 | D | Dominion Energy Inc | 股票-公用事業 | 0.76% | +0.03% | +12.47% | |
| 44 | EMR | Emerson Electric Co | 股票-工業 | 0.74% | — | -1.52% | |
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.73% | -0.20% | +12.16% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.72% | +0.13% | -2.08% | |
| 47 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.69% | +0.19% | +38.10% | |
| 48 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 股票-其他 | 0.67% | — | — | |
| 49 | APH | Amphenol Corp-cl A | 股票-科技 | 0.66% | +0.45% | +4.99% | |
| 50 | CARR | Carrier Global CORP | 股票-工業 | 0.61% | +0.10% | +0.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SNOXX | Schwab Trsry Obl Mny-inv | +2.1% | NEW | 新建倉 |
| 2 | SWVXX | Schwa Prime Adv Money Fd-inv | +1.2% | NEW | 新建倉 |
| 3 | SCTXX | Schwab Amt Tax Fr Mny-ultra | +0.7% | NEW | 新建倉 |
| 4 | SNAXX | Schwa Prime Adv Money Fd-ult | +0.3% | NEW | 新建倉 |
| 5 | SCOXX | Schwab Trsry Obl Mny-ult | +0.2% | NEW | 新建倉 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +38.10% | 加碼 |
| 7 | SGUXX | Schwab Govt Mny Fnd-ult | +0.2% | NEW | 新建倉 |
| 8 | TGT | Target CORP | +0.1% | +2.08% | 加碼 |
| 9 | SWWXX | Schwab Amt Tax Fr Mny-inv | +0.1% | NEW | 新建倉 |
| 10 | ORCL | Oracle CORP | +0.1% | +2.18% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +13.91% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.85% | 加碼 |
| 13 | DIS | Walt Disney Co/the | +0.1% | +3.55% | 加碼 |
| 14 | SWTXX | Schwab Municipal Money-inv | +0.1% | NEW | 新建倉 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +1.20% | 加碼 |
| 16 | SPGI | S&p Global Inc | +0.1% | +99.01% | 加碼 |
| 17 | ABBV | Abbvie Inc | +0.1% | +0.30% | 加碼 |
| 18 | MDT | Medtronic plc | +0.1% | +18.12% | 加碼 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +12.16% | 加碼 |
| 20 | RTX | Rtx CORP | +0.1% | +3.57% | 加碼 |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.1% | +40.08% | 加碼 |
| 22 | ECL | Ecolab Inc | 0% | +1.82% | 加碼 |
| 23 | XOM | Exxon Mobil CORP | 0% | +1.71% | 加碼 |
| 24 | CAT | Caterpillar Inc | 0% | -1.60% | 減碼 |
| 25 | IBM | Intl Business Machines CORP | 0% | +2.54% | 加碼 |
| 26 | APH | Amphenol Corp-cl A | 0% | +4.99% | 加碼 |
| 27 | PH | Parker Hannifin CORP | 0% | -2.02% | 減碼 |
| 28 | CB | Chubb Limited | 0% | +2.03% | 加碼 |
| 29 | QCOM | Qualcomm Inc | 0% | +0.28% | 加碼 |
| 30 | D | Dominion Energy Inc | 0% | +12.47% | 加碼 |
| 31 | IJH | Ishares Core S&p Midcap ETF | — | +423.89% | 加碼 |
| 32 | COST | Costco Wholesale CORP | — | +3.90% | 加碼 |
| 33 | EMR | Emerson Electric Co | — | -1.52% | 減碼 |
| 34 | LOW | Lowe's Cos Inc | 0% | -0.38% | 減碼 |
| 35 | TFC | Truist Financial CORP | 0% | +3.97% | 加碼 |
| 36 | HD | Home Depot Inc | -0.1% | -1.51% | 減碼 |
| 37 | PG | Procter & Gamble Co/the | -0.1% | +1.35% | 加碼 |
| 38 | CVX | Chevron CORP | -0.1% | +3.34% | 加碼 |
| 39 | NSC | Norfolk Southern CORP | -0.1% | +0.39% | 加碼 |
| 40 | ADP | Automatic Data Processing | -0.1% | +1.77% | 加碼 |
| 41 | VEA | Vanguard Ftse Developed ETF | -0.1% | +1.23% | 加碼 |
| 42 | ABT | Abbott Laboratories | -0.2% | +1.80% | 加碼 |
| 43 | PEP | Pepsico Inc | -0.2% | +2.64% | 加碼 |
| 44 | BDX | Becton Dickinson And Co | -0.2% | +3.39% | 加碼 |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.2% | -2.87% | 減碼 |
| 46 | ITW | Illinois Tool Works | -0.2% | +2.25% | 加碼 |
| 47 | INTC | Intel CORP | -0.2% | -2.08% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.4% | -2.65% | 減碼 |
| 49 | NKE | Nike Inc -cl B | -0.4% | +2.02% | 加碼 |
| 50 | AAPL | Apple Inc | -1.4% | -1.08% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Kanawha Capital Management LLC 在 Q1 2024 季度的美股持倉總市值約為 US$15.4億，共申報了 218 個公開持股部位。
在 Q1 2024 季度，Kanawha Capital Management LLC 按市值排列的前三大核心持股分別為：MSFT (7.2%)、AAPL (4.5%)、LOW (3.6%)。其中最大持股部位 MSFT 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
SNOXX
市值: US$2672.3萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$8206.0萬
在 Q1 2024 季度中，Kanawha Capital Management LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 33 個部位、減碼 9 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SNOXX。
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。