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: 0001845536
申報總市值
US$2.3億
US$2.3億
112 檔
21.0%
在 Q3 2024 申報期間，Kensington Investment Counsel, LLC（CIK: 0001845536）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.3億，共持有 112 個公開申報部位。
Kensington Investment Counsel, LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 9 檔股票的新建倉與 75 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, WSO）累計市值佔比達 21.0%，是驅動 Kensington Investment Counsel, LLC 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 | AAPL | Apple Inc | 股票-科技 | 5.64% | +0.37% | +1.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.06% | -0.31% | +0.60% | |
| 3 | WSO | Watsco Inc | 股票-工業 | 3.65% | +0.03% | +2.02% | |
| 4 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 3.26% | +0.31% | +49.89% | |
| 5 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 2.62% | — | +1.60% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.55% | -0.02% | +1.03% | |
| 7 | SNA | Snap-on Inc | 股票-工業 | 2.37% | -0.16% | +1.63% | |
| 8 | RSG | Republic Services Inc | 股票-工業 | 2.31% | -0.50% | +0.67% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工業 | 2.25% | — | +1.31% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 2.22% | -0.33% | +0.11% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.18% | +1.31% | |
| 12 | ACN | Accenture plc | 股票-科技 | 1.96% | — | -2.16% | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 1.94% | -0.39% | +1.47% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.92% | — | +0.83% | |
| 15 | GD | General Dynamics CORP | 股票-工業 | 1.85% | -0.36% | +1.39% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.81% | -0.19% | +1.46% | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 1.73% | +0.40% | -27.27% | |
| 18 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.70% | — | +2.14% | |
| 19 | TXN | Texas Instruments Inc | 股票-科技 | 1.61% | +0.71% | +0.50% | |
| 20 | ROP | Roper Technologies Inc | 股票-科技 | 1.59% | -0.07% | +1.45% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.50% | -0.40% | -2.72% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.50% | +0.26% | +1.99% | |
| 23 | EMR | Emerson Electric Co | 股票-工業 | 1.50% | — | +1.22% | |
| 24 | MORN | Morningstar Inc | 股票-金融 | 1.41% | — | +2.35% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.38% | +0.23% | +1.75% | |
| 26 | CSW | Csw Industrials Inc | 股票-工業 | 1.35% | -0.01% | +2.79% | |
| 27 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.34% | -0.05% | +1.37% | |
| 28 | CPRT | Copart Inc | 股票-工業 | 1.33% | -0.07% | +2.81% | |
| 29 | FDS | Factset Research Systems Inc | 股票-金融 | 1.24% | — | +2.50% | |
| 30 | BR | Broadridge Financial Solutio | 股票-科技 | 1.18% | -0.60% | +1.74% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 1.15% | -0.10% | +0.14% | |
| 32 | LKQ | Lkq CORP | 股票-循環性消費 | 1.13% | — | +1.94% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.07% | -0.04% | -0.04% | |
| 34 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.05% | -0.04% | +1.74% | |
| 35 | WAT | Waters CORP | 股票-醫療保健 | 1.04% | +0.02% | +2.14% | |
| 36 | AME | Ametek Inc | 股票-工業 | 1.02% | +0.02% | +1.77% | |
| 37 | EPAC | Enerpac Tool Group CORP | 股票-其他 | 1.00% | -0.09% | +2.57% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.97% | — | +1.27% | |
| 39 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.92% | +0.01% | +3.52% | |
| 40 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.88% | +0.10% | -0.17% | |
| 41 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 0.86% | +0.09% | +2.87% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.81% | +0.24% | +2.41% | |
| 43 | ROL | Rollins Inc | 股票-循環性消費 | 0.80% | -0.14% | +2.79% | |
| 44 | MKL | Markel Group Inc | 股票-金融 | 0.80% | -0.06% | +2.19% | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.78% | -0.04% | +0.21% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | +0.16% | -0.97% | |
| 47 | RMD | Resmed Inc | 股票-醫療保健 | 0.74% | -0.11% | +0.34% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.67% | +0.36% | — | |
| 49 | DUOL | Duolingo | 股票-科技 | 0.66% | — | -0.36% | |
| 50 | RGEN | Repligen CORP | 股票-醫療保健 | 0.62% | -0.02% | +1.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | STVN | Stevanato Group S.p.A. | +0.6% | NEW | 新建倉 |
| 2 | LMT | Lockheed Martin CORP | +0.4% | +1.31% | 加碼 |
| 3 | CSW | Csw Industrials Inc | +0.3% | +2.79% | 加碼 |
| 4 | AAPL | Apple Inc | +0.3% | +1.03% | 加碼 |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | NEW | 新建倉 |
| 6 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | +1.60% | 加碼 |
| 7 | ABBV | Abbvie Inc | +0.2% | +1.03% | 加碼 |
| 8 | HD | Home Depot Inc | +0.2% | +0.11% | 加碼 |
| 9 | WMT | Walmart Inc | +0.2% | +0.83% | 加碼 |
| 10 | WAT | Waters CORP | +0.2% | +2.14% | 加碼 |
| 11 | SNA | Snap-on Inc | +0.1% | +1.63% | 加碼 |
| 12 | ACN | Accenture plc | +0.1% | -2.16% | 減碼 |
| 13 | SHW | Sherwin-williams Co/the | +0.1% | +0.21% | 加碼 |
| 14 | DUOL | Duolingo | +0.1% | -0.36% | 減碼 |
| 15 | USFR | Wisdomtree Floating Rate Tre | +0.1% | NEW | 新建倉 |
| 16 | TTD | Trade Desk Inc/the -class A | +0.1% | +2.14% | 加碼 |
| 17 | RMD | Resmed Inc | +0.1% | +0.34% | 加碼 |
| 18 | FDS | Factset Research Systems Inc | +0.1% | +2.50% | 加碼 |
| 19 | ARE | Alexandria Real Estate Equit | +0.1% | NEW | 新建倉 |
| 20 | DKNG | Draftkings Inc-cl A | +0.1% | NEW | 新建倉 |
| 21 | EXLS | Exlservice Holdings Inc | +0.1% | +2.21% | 加碼 |
| 22 | DY | Dycom Industries Inc | +0.1% | NEW | 新建倉 |
| 23 | FIS | Fidelity National Info Serv | +0.1% | NEW | 新建倉 |
| 24 | TOL | Toll Brothers Inc | +0.1% | NEW | 新建倉 |
| 25 | WSO | Watsco Inc | +0.1% | +2.02% | 加碼 |
| 26 | BX | Blackstone Inc | +0.1% | +3.72% | 加碼 |
| 27 | NOW | Servicenow Inc | +0.1% | NEW | 新建倉 |
| 28 | RGEN | Repligen CORP | +0.1% | +1.87% | 加碼 |
| 29 | COO | Cooper Cos Inc/the | +0.1% | +0.23% | 加碼 |
| 30 | NDAQ | Nasdaq Inc | +0.1% | +2.09% | 加碼 |
| 31 | PYPL | Paypal Holdings Inc | +0.1% | -4.70% | 減碼 |
| 32 | MORN | Morningstar Inc | +0.1% | +2.35% | 加碼 |
| 33 | MA | Mastercard Inc - A | +0.1% | +0.14% | 加碼 |
| 34 | BR | Broadridge Financial Solutio | +0.1% | +1.74% | 加碼 |
| 35 | EPAC | Enerpac Tool Group CORP | +0.1% | +2.57% | 加碼 |
| 36 | TYL | Tyler Technologies Inc | +0.1% | +2.82% | 加碼 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | +3.80% | 加碼 |
| 38 | SSNC | Ss&c Technologies Holdings | +0.1% | +2.33% | 加碼 |
| 39 | AVB | Avalonbay Communities Inc | +0.1% | +1.74% | 加碼 |
| 40 | UNH | Unitedhealth Group Inc | +0.1% | — | 不變 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.02% | 加碼 |
| 42 | TECH | Bio-techne CORP | 0% | +1.30% | 加碼 |
| 43 | DHR | Danaher CORP | 0% | — | 不變 |
| 44 | ITW | Illinois Tool Works | 0% | -0.16% | 減碼 |
| 45 | CB | Chubb Limited | 0% | +6.14% | 加碼 |
| 46 | URI | United Rentals Inc | 0% | +5.26% | 加碼 |
| 47 | JNJ | Johnson & Johnson | 0% | -2.72% | 減碼 |
| 48 | AVGO | Broadcom Inc | 0% | +957.95% | 加碼 |
| 49 | TMO | Thermo Fisher Scientific Inc | 0% | -0.87% | 減碼 |
| 50 | NKE | Nike Inc -cl B | 0% | -1.96% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Kensington Investment Counsel, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.3億，共申報了 112 個公開持股部位。
在 Q3 2024 季度，Kensington Investment Counsel, LLC 按市值排列的前三大核心持股分別為：AAPL (5.6%)、MSFT (5.1%)、WSO (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.6% 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
STVN
市值: US$130.9萬
本季最大獲利了結 / 清倉標的
SBUX
前期市值: US$104.9萬
在 Q3 2024 季度中，Kensington Investment Counsel, LLC 共進行了 108 項持倉異動，包含新建倉 9 個部位、加碼 75 個部位、減碼 19 個部位以及清倉 5 個部位。 其中最大新建倉標的為 STVN。 本季清倉部位包含 SBUX。
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。