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: 0000859872
申報總市值
US$28.6億
US$28.6億
184 檔
17.8%
Q3 2024 季度申報顯示，Klingenstein Fields & Co LP 揭露的美股組合總市值為 US$28.6億，涵蓋 184 個不同之權益投資部位。
在 Q3 2024，Klingenstein Fields & Co LP 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 23 檔、減碼 25 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Klingenstein Fields & Co LP 的前 5 大持股（包含 AVGO, MSFT, BRK-B）貢獻了組合市值的 17.8%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 4.88% | +0.41% | +887.60% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.17% | -0.35% | +0.18% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.94% | -0.27% | -0.11% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.60% | +0.10% | +9.20% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.59% | +0.06% | -1.23% | |
| 6 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.23% | +2.37% | -0.20% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.08% | +0.45% | -0.23% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.00% | +0.04% | +0.03% | |
| 9 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.97% | -0.59% | -0.11% | |
| 10 | UNP | Union Pacific CORP | 股票-工業 | 2.70% | -0.03% | -1.69% | |
| 11 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.41% | -0.26% | -0.40% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | +0.18% | +4.75% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.94% | -0.33% | -2.82% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.88% | -0.25% | +0.18% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.77% | -0.04% | -0.36% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.74% | -0.05% | +44.59% | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.71% | +0.12% | -1.49% | |
| 18 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.66% | -0.40% | -0.32% | |
| 19 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.64% | +0.34% | -0.58% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.62% | -0.32% | -1.23% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.58% | -0.19% | -0.83% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.49% | +0.15% | -3.37% | |
| 23 | HON | Honeywell International Inc | 股票-工業 | 1.42% | -1.46% | EXIT | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.37% | +0.15% | -0.37% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.36% | +0.07% | -4.54% | |
| 26 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.32% | -0.07% | -0.38% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.31% | -0.03% | -4.73% | |
| 28 | AMT | American Tower CORP | 股票-房地產 | 1.29% | -0.05% | +0.43% | |
| 29 | ETN | Eaton Corporation plc | 股票-工業 | 1.28% | +0.06% | -1.04% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.26% | -0.07% | -1.99% | |
| 31 | CB | Chubb Limited | 股票-金融 | 1.25% | -0.09% | -0.39% | |
| 32 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.17% | — | +0.37% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.15% | -0.04% | -4.70% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 1.13% | -0.03% | +0.27% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 1.12% | -0.47% | +0.01% | |
| 36 | SYK | Stryker CORP | 股票-醫療保健 | 1.11% | -0.47% | +0.07% | |
| 37 | VMC | Vulcan Materials Co | 股票-原物料 | 1.09% | -0.04% | +0.12% | |
| 38 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.04% | -0.08% | +1.52% | |
| 39 | BN | Brookfield CORP | 股票-金融 | 0.99% | — | +0.76% | |
| 40 | PLD | Prologis Inc | 股票-房地產 | 0.94% | -0.12% | +0.76% | |
| 41 | NOW | Servicenow Inc | 股票-科技 | 0.94% | -0.07% | +0.82% | |
| 42 | FTV | Fortive CORP | 股票-科技 | 0.92% | — | -0.00% | |
| 43 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.90% | — | -0.04% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.89% | — | +3.47% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.87% | — | -0.59% | |
| 46 | ROP | Roper Technologies Inc | 股票-科技 | 0.87% | — | +2.20% | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.80% | -0.07% | +0.72% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.74% | +0.79% | -2.08% | |
| 49 | MMM | 3m Co | 股票-工業 | 0.66% | -0.01% | — | |
| 50 | ZS | Zscaler Inc | 股票-科技 | 0.64% | -0.48% | +5.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +44.59% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +0.4% | +231.47% | 加碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.11% | 減碼 |
| 4 | PYPL | Paypal Holdings Inc | +0.2% | +1.52% | 加碼 |
| 5 | RTX | Rtx CORP | +0.2% | -1.23% | 減碼 |
| 6 | BN | Brookfield CORP | +0.2% | +0.76% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | -1.23% | 減碼 |
| 8 | AMT | American Tower CORP | +0.2% | +0.43% | 加碼 |
| 9 | MMM | 3m Co | +0.2% | — | 不變 |
| 10 | SBUX | Starbucks CORP | +0.1% | -0.59% | 減碼 |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.18% | 加碼 |
| 12 | HD | Home Depot Inc | +0.1% | +0.27% | 加碼 |
| 13 | ACN | Accenture plc | +0.1% | +3.47% | 加碼 |
| 14 | AVGO | Broadcom Inc | +0.1% | +887.60% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.1% | +9.20% | 加碼 |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | -0.32% | 減碼 |
| 17 | CB | Chubb Limited | +0.1% | -0.39% | 減碼 |
| 18 | NOW | Servicenow Inc | +0.1% | +0.82% | 加碼 |
| 19 | UNP | Union Pacific CORP | +0.1% | -1.69% | 減碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -0.83% | 減碼 |
| 21 | FTLS | First Trust Long/short Eqty | +0.1% | NEW | 新建倉 |
| 22 | PLD | Prologis Inc | +0.1% | +0.76% | 加碼 |
| 23 | NEE | Nextera Energy Inc | +0.1% | +1.94% | 加碼 |
| 24 | NKE | Nike Inc -cl B | +0.1% | -0.21% | 減碼 |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | -1.49% | 減碼 |
| 26 | MDLZ | Mondelez International Inc-a | +0.1% | +0.72% | 加碼 |
| 27 | SO | Southern Co/the | +0.1% | +1.77% | 加碼 |
| 28 | 6D8 | Dupont De Nemours Inc | +0.1% | -0.04% | 減碼 |
| 29 | AXP | American Express Co | +0.1% | -0.60% | 減碼 |
| 30 | MA | Mastercard Inc - A | +0.1% | +0.40% | 加碼 |
| 31 | DHR | Danaher CORP | +0.1% | +1.08% | 加碼 |
| 32 | CL | Colgate-palmolive Co | 0% | -0.38% | 減碼 |
| 33 | SYK | Stryker CORP | 0% | +0.07% | 加碼 |
| 34 | FTV | Fortive CORP | 0% | -0.00% | 減碼 |
| 35 | ETN | Eaton Corporation plc | 0% | -1.04% | 減碼 |
| 36 | NFLX | Netflix Inc | 0% | +0.01% | 加碼 |
| 37 | JPM | Jpmorgan Chase & Co | — | -0.36% | 減碼 |
| 38 | NVDA | Nvidia CORP | 0% | +4.75% | 加碼 |
| 39 | PEP | Pepsico Inc | 0% | -0.11% | 減碼 |
| 40 | SHEL | Shell Plc-adr | -0.1% | +0.42% | 加碼 |
| 41 | DIS | Walt Disney Co/the | -0.2% | -0.40% | 減碼 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | -1.99% | 減碼 |
| 43 | GOOG | Alphabet Inc-cl C | -0.2% | -0.37% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.2% | +0.03% | 加碼 |
| 45 | NXPI | NXP Semiconductors N.V. | -0.3% | -0.58% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.3% | +0.18% | 加碼 |
| 47 | PFE | Pfizer Inc | -0.4% | -95.04% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.23% | 減碼 |
| 49 | CVS | Cvs Health CORP | -0.7% | -98.11% | 減碼 |
| 50 | UPS | United Parcel Service-cl B | -0.7% | -81.57% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Klingenstein Fields & Co LP 在 Q3 2024 季度的美股持倉總市值約為 US$28.6億，共申報了 184 個公開持股部位。
在 Q3 2024 季度，Klingenstein Fields & Co LP 按市值排列的前三大核心持股分別為：AVGO (4.9%)、MSFT (4.2%)、BRK-B (3.9%)。其中最大持股部位 AVGO 佔據整體投資組合約 4.9% 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
FTLS
市值: US$204.5萬
本季最大獲利了結 / 清倉標的
BRK-B
前期市值: US$8765.5萬
在 Q3 2024 季度中，Klingenstein Fields & Co LP 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 23 個部位、減碼 25 個部位以及清倉 0 個部位。 其中最大新建倉標的為 FTLS。
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。