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: 0001731372
申報總市值
US$6.0億
US$6.0億
210 檔
7.8%
在 Q3 2024 的 13F 官方備案中，Kendall Capital Management 管理的美股投資組合規模來到 US$6.0億，整體持股檔數為 210 檔。
在 Q3 2024 期間，Kendall Capital Management 展現了靈活的資產再平衡步調，透過出清 7 檔弱勢或達到目標價部位，將資金轉置於 8 檔新建倉標的之中。
在資產配置集中度方面，Kendall Capital Management 的前 5 大核心持股（包含 SMMD, AVGO, OMC 等）合計佔整體申報市值的 7.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 210 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 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 3.71% | -4.43% | +5.72% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.39% | +0.04% | +882.41% | |
| 3 | OMC | Omnicom Group | 股票-通訊服務 | 2.63% | -0.04% | +2.34% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.46% | -0.04% | +1.55% | |
| 5 | VSEC | Vse CORP | 股票-工業 | 2.29% | -0.10% | -10.04% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 2.19% | +0.03% | +12.07% | |
| 7 | AVT | Avnet Inc | 股票-科技 | 2.13% | +0.48% | +6.87% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.95% | -0.07% | -2.06% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.86% | -0.06% | +0.54% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.80% | -0.09% | — | |
| 11 | CDW | Cdw Corp/de | 股票-科技 | 1.78% | -0.07% | +4.78% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.65% | +0.95% | -1.62% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.63% | -0.10% | +0.77% | |
| 14 | VCTR | Victory Capital Holding - A | 股票-其他 | 1.59% | +0.03% | -2.02% | |
| 15 | DELL | Dell Technologies -c | 股票-科技 | 1.50% | +2.18% | +12.58% | |
| 16 | EQH | Equitable Holdings Inc | 股票-金融 | 1.49% | -0.05% | +2.19% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 1.45% | +0.13% | -0.30% | |
| 18 | JXN | Jackson Financial Inc-a | 股票-金融 | 1.43% | -0.19% | +0.55% | |
| 19 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.24% | +0.53% | +5.62% | |
| 20 | COR | Cencora Inc | 股票-醫療保健 | 1.20% | -0.30% | +1.32% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.20% | -0.03% | -2.53% | |
| 22 | HPQ | Hp Inc | 股票-科技 | 1.18% | +0.01% | +2.83% | |
| 23 | CMRE | Costamare Inc. | 股票-其他 | 1.17% | -0.23% | -1.67% | |
| 24 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 0.99% | -0.04% | -0.34% | |
| 25 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 0.99% | +0.13% | +10.40% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.96% | -0.06% | +3.36% | |
| 27 | ARW | Arrow Electronics Inc | 股票-科技 | 0.96% | +0.15% | +0.34% | |
| 28 | HRB | H&r Block Inc | 股票-循環性消費 | 0.89% | -0.09% | +7.70% | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.85% | — | +7.72% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | +0.03% | +5.26% | |
| 31 | FISV | Fiserv Inc | 股票-其他 | 0.84% | -0.08% | +1.81% | |
| 32 | IT | Gartner Inc | 股票-科技 | 0.83% | -0.10% | +18.71% | |
| 33 | CALM | Cal-maine Foods Inc | 股票-非循環性消費 | 0.82% | -0.08% | -0.35% | |
| 34 | UNM | Unum Group | 股票-金融 | 0.80% | -0.03% | +0.10% | |
| 35 | R | Ryder System Inc | 股票-工業 | 0.80% | +0.01% | -6.48% | |
| 36 | URI | United Rentals Inc | 股票-工業 | 0.78% | +0.06% | -5.28% | |
| 37 | CMI | Cummins Inc | 股票-工業 | 0.77% | +0.05% | +3.91% | |
| 38 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.76% | -0.11% | -2.90% | |
| 39 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.76% | -0.05% | +9.12% | |
| 40 | VTRS | Viatris Inc | 股票-醫療保健 | 0.75% | — | +4.84% | |
| 41 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.72% | -0.23% | +5.48% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.71% | -0.11% | -4.89% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.69% | -0.07% | +4.38% | |
| 44 | ✓ | Csg Systems International In | 股票-其他 | 0.69% | -0.91% | EXIT | |
| 45 | CLS | Celestica Inc | 股票-科技 | 0.69% | -0.05% | -2.06% | |
| 46 | FHI | Federated Hermes Inc | 股票-金融 | 0.66% | — | -0.16% | |
| 47 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 0.65% | -0.39% | — | |
| 48 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.64% | -0.10% | -1.91% | |
| 49 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.60% | -0.15% | +0.37% | |
| 50 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.58% | -0.13% | -1.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JIRE | Jpmorgan Int Res Enh Eqty | +0.7% | NEW | 新建倉 |
| 2 | DWAS | Invesco Dorsey Wright Smallc | +0.3% | NEW | 新建倉 |
| 3 | OMC | Omnicom Group | +0.2% | +2.34% | 加碼 |
| 4 | SMMD | Ishares Russell 2500 ETF | +0.2% | +5.72% | 加碼 |
| 5 | JXN | Jackson Financial Inc-a | +0.2% | +0.55% | 加碼 |
| 6 | WLY | Wiley (john) & Sons-class A | +0.2% | +10.40% | 加碼 |
| 7 | IT | Gartner Inc | +0.2% | +18.71% | 加碼 |
| 8 | COLL | Collegium Pharmaceutical Inc | +0.2% | NEW | 新建倉 |
| 9 | VUG | Vanguard Growth ETF | +0.1% | +12.07% | 加碼 |
| 10 | LRN | Stride Inc | +0.1% | +25.44% | 加碼 |
| 11 | ACMR | Acm Research Inc-class A | +0.1% | +189.40% | 加碼 |
| 12 | HRB | H&r Block Inc | +0.1% | +7.70% | 加碼 |
| 13 | GEN | Gen Digital Inc | +0.1% | +127.52% | 加碼 |
| 14 | GRBK | Green Brick Partners Inc | +0.1% | -1.01% | 減碼 |
| 15 | NOMD | Nomad Foods Limited | +0.1% | +131.57% | 加碼 |
| 16 | ✓ | Fidelis Insurance Hldgs Ltd | +0.1% | NEW | 新建倉 |
| 17 | NVDA | Nvidia CORP | +0.1% | NEW | 新建倉 |
| 18 | FISV | Fiserv Inc | +0.1% | +1.81% | 加碼 |
| 19 | CALM | Cal-maine Foods Inc | +0.1% | -0.35% | 減碼 |
| 20 | CBRE | Cbre Group Inc - A | +0.1% | -0.83% | 減碼 |
| 21 | AVT | Avnet Inc | +0.1% | +6.87% | 加碼 |
| 22 | CMI | Cummins Inc | +0.1% | +3.91% | 加碼 |
| 23 | TPR | Tapestry Inc | +0.1% | +45.21% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | -2.06% | 減碼 |
| 25 | VCTR | Victory Capital Holding - A | +0.1% | -2.02% | 減碼 |
| 26 | BLDR | Builders Firstsource Inc | +0.1% | -7.69% | 減碼 |
| 27 | DLX | Deluxe CORP | +0.1% | +115.82% | 加碼 |
| 28 | ALSN | Allison Transmission Holding | +0.1% | +58.04% | 加碼 |
| 29 | URI | United Rentals Inc | +0.1% | -5.28% | 減碼 |
| 30 | KHC | Kraft Heinz Co/the | +0.1% | +9.12% | 加碼 |
| 31 | HCA | Hca Healthcare Inc | +0.1% | -1.48% | 減碼 |
| 32 | CBOE | Cboe Global Markets Inc | +0.1% | +0.37% | 加碼 |
| 33 | TBBK | Bancorp Inc/the | +0.1% | +22.90% | 加碼 |
| 34 | 1939900D | Brookfield Infrastructure-a | +0.1% | NEW | 新建倉 |
| 35 | MA | Mastercard Inc - A | +0.1% | +3.36% | 加碼 |
| 36 | IWC | Ishares Micro-cap ETF | +0.1% | +7.72% | 加碼 |
| 37 | UTHR | United Therapeutics CORP | +0.1% | +5.48% | 加碼 |
| 38 | UNM | Unum Group | +0.1% | +0.10% | 加碼 |
| 39 | BMY | Bristol-myers Squibb Co | +0.1% | -4.89% | 減碼 |
| 40 | EXPE | Expedia Group Inc | +0.1% | +12.82% | 加碼 |
| 41 | TMHC | Taylor Morrison Home CORP | +0.1% | -3.09% | 減碼 |
| 42 | PRGS | Progress Software CORP | +0.1% | +11.23% | 加碼 |
| 43 | V | Visa Inc-class A Shares | +0.1% | NEW | 新建倉 |
| 44 | VZ | Verizon Communications Inc | +0.1% | NEW | 新建倉 |
| 45 | IBM | Intl Business Machines CORP | +0.1% | +7.91% | 加碼 |
| 46 | CPAY | Corpay Inc | +0.1% | +12.52% | 加碼 |
| 47 | GILD | Gilead Sciences Inc | +0.1% | +14.56% | 加碼 |
| 48 | VTRS | Viatris Inc | 0% | +4.84% | 加碼 |
| 49 | PSMT | Pricesmart Inc | 0% | +10.29% | 加碼 |
| 50 | GPI | Group 1 Automotive Inc | 0% | -2.57% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Kendall Capital Management 在 Q3 2024 季度的美股持倉總市值約為 US$6.0億，共申報了 210 個公開持股部位。
在 Q3 2024 季度，Kendall Capital Management 按市值排列的前三大核心持股分別為：SMMD (3.7%)、AVGO (3.4%)、OMC (2.6%)。其中最大持股部位 SMMD 佔據整體投資組合約 3.7% 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
JIRE
市值: US$210.6萬
本季最大獲利了結 / 清倉標的
9HI
前期市值: US$36.8萬
在 Q3 2024 季度中，Kendall Capital Management 共進行了 177 項持倉異動，包含新建倉 8 個部位、加碼 70 個部位、減碼 92 個部位以及清倉 7 個部位。 其中最大新建倉標的為 JIRE。 本季清倉部位包含 9HI。
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。