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
180 檔
18.8%
在 Q4 2024 的 13F 官方備案中，Klingenstein Fields & Co LP 管理的美股投資組合規模來到 US$28.6億，整體持股檔數為 180 檔。
數據顯示 Klingenstein Fields & Co LP 於 Q4 2024 季度持續回收資金，對 31 個既有部位進行裁減並清倉 1 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AVGO, MSFT, BRK-B）累計市值佔比達 18.8%，是驅動 Klingenstein Fields & Co 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 | AVGO | Broadcom Inc | 股票-科技 | 6.21% | +0.41% | -6.45% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.11% | -0.35% | -0.74% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.90% | -0.27% | -0.75% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.87% | +0.06% | -1.18% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.55% | +0.04% | -0.92% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.51% | +0.45% | -1.47% | |
| 7 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.44% | +2.37% | +96.85% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.20% | +0.10% | +0.51% | |
| 9 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.82% | -0.26% | -0.18% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.69% | -0.59% | -0.26% | |
| 11 | UNP | Union Pacific CORP | 股票-工業 | 2.53% | -0.03% | -0.15% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.26% | +0.18% | +0.39% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.01% | -0.33% | -1.19% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.00% | -0.04% | -1.61% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.97% | +0.12% | -1.51% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.77% | -0.40% | -1.34% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.72% | -0.05% | -4.11% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.59% | -0.25% | -0.52% | |
| 19 | HON | Honeywell International Inc | 股票-工業 | 1.56% | -1.46% | EXIT | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.56% | +0.15% | -1.25% | |
| 21 | RTX | Rtx CORP | 股票-工業 | 1.56% | -0.32% | -0.58% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.50% | +0.15% | -4.90% | |
| 23 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.43% | +0.34% | -0.80% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.41% | -0.19% | -1.13% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 1.40% | -0.47% | -1.69% | |
| 26 | ETN | Eaton Corporation plc | 股票-工業 | 1.27% | +0.06% | -1.58% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.26% | +0.07% | +82.52% | |
| 28 | CB | Chubb Limited | 股票-金融 | 1.21% | -0.09% | -0.75% | |
| 29 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.15% | -0.07% | -1.89% | |
| 30 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.15% | -0.08% | -0.79% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.13% | -0.07% | +0.59% | |
| 32 | VMC | Vulcan Materials Co | 股票-原物料 | 1.12% | -0.04% | -0.72% | |
| 33 | SYK | Stryker CORP | 股票-醫療保健 | 1.12% | -0.47% | -0.41% | |
| 34 | NOW | Servicenow Inc | 股票-科技 | 1.11% | -0.07% | -1.56% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 1.09% | -0.03% | -0.52% | |
| 36 | BN | Brookfield CORP | 股票-金融 | 1.08% | — | -0.56% | |
| 37 | AMT | American Tower CORP | 股票-房地產 | 1.03% | -0.05% | -0.63% | |
| 38 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.02% | — | +0.14% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.90% | — | +0.00% | |
| 40 | FTV | Fortive CORP | 股票-科技 | 0.89% | — | -0.05% | |
| 41 | ROP | Roper Technologies Inc | 股票-科技 | 0.82% | — | +0.37% | |
| 42 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.82% | — | -0.49% | |
| 43 | PLD | Prologis Inc | 股票-房地產 | 0.81% | -0.12% | +1.01% | |
| 44 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.78% | — | +0.13% | |
| 45 | ZS | Zscaler Inc | 股票-科技 | 0.68% | -0.48% | +0.14% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | — | -0.79% | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.66% | -0.07% | +0.12% | |
| 48 | MMM | 3m Co | 股票-工業 | 0.63% | -0.01% | -0.07% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.11% | -0.26% | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.61% | -0.24% | +0.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | -6.45% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.6% | -0.92% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.47% | 減碼 |
| 4 | DIS | Walt Disney Co/the | +0.4% | -0.18% | 減碼 |
| 5 | NFLX | Netflix Inc | +0.3% | -1.69% | 減碼 |
| 6 | AAPL | Apple Inc | +0.3% | -1.18% | 減碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | -1.51% | 減碼 |
| 8 | NVDA | Nvidia CORP | +0.3% | +0.39% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -1.61% | 減碼 |
| 10 | PANW | Palo Alto Networks Inc | +0.2% | +96.85% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -1.25% | 減碼 |
| 12 | REGN | Regeneron Pharmaceuticals | +0.2% | +1083.65% | 加碼 |
| 13 | NOW | Servicenow Inc | +0.2% | -1.56% | 減碼 |
| 14 | HON | Honeywell International Inc | +0.1% | -0.37% | 減碼 |
| 15 | PYPL | Paypal Holdings Inc | +0.1% | -0.79% | 減碼 |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | -1.34% | 減碼 |
| 17 | BN | Brookfield CORP | +0.1% | -0.56% | 減碼 |
| 18 | AMP | Ameriprise Financial Inc | +0.1% | — | 不變 |
| 19 | FTV | Fortive CORP | 0% | -0.05% | 減碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.75% | 減碼 |
| 21 | CB | Chubb Limited | 0% | -0.75% | 減碼 |
| 22 | HD | Home Depot Inc | 0% | -0.52% | 減碼 |
| 23 | SO | Southern Co/the | 0% | +0.01% | 加碼 |
| 24 | SBUX | Starbucks CORP | -0.1% | -0.49% | 減碼 |
| 25 | ROP | Roper Technologies Inc | -0.1% | +0.37% | 加碼 |
| 26 | MSFT | Microsoft CORP | -0.1% | -0.74% | 減碼 |
| 27 | RTX | Rtx CORP | -0.1% | -0.58% | 減碼 |
| 28 | ADBE | Adobe Inc | -0.1% | +1.43% | 加碼 |
| 29 | NEE | Nextera Energy Inc | -0.1% | +0.08% | 加碼 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -4.46% | 減碼 |
| 31 | NKE | Nike Inc -cl B | -0.1% | +0.39% | 加碼 |
| 32 | FTLS | First Trust Long/short Eqty | -0.1% | EXIT | 清倉 |
| 33 | SCHA | Schwab US Small-cap ETF | -0.1% | +82.52% | 加碼 |
| 34 | DHR | Danaher CORP | -0.1% | +0.23% | 加碼 |
| 35 | 6D8 | Dupont De Nemours Inc | -0.1% | +0.13% | 加碼 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | +0.59% | 加碼 |
| 37 | PLD | Prologis Inc | -0.1% | +1.01% | 加碼 |
| 38 | MDLZ | Mondelez International Inc-a | -0.1% | +0.12% | 加碼 |
| 39 | STZ | Constellation Brands Inc-a | -0.2% | +0.14% | 加碼 |
| 40 | UNP | Union Pacific CORP | -0.2% | -0.15% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -1.13% | 減碼 |
| 42 | CL | Colgate-palmolive Co | -0.2% | -1.89% | 減碼 |
| 43 | NXPI | NXP Semiconductors N.V. | -0.2% | -0.80% | 減碼 |
| 44 | AMT | American Tower CORP | -0.3% | -0.63% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.3% | -0.26% | 減碼 |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.3% | -0.52% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -0.4% | +0.51% | 加碼 |
| 48 | XLK | Ss Technology Select Sector | -0.4% | -60.36% | 減碼 |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.6% | -50.01% | 減碼 |
| 50 | SCHF | Schwab Intl Equity ETF | -0.7% | +0.82% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Klingenstein Fields & Co LP 在 Q4 2024 季度的美股持倉總市值約為 US$28.6億，共申報了 180 個公開持股部位。
在 Q4 2024 季度，Klingenstein Fields & Co LP 按市值排列的前三大核心持股分別為：AVGO (6.2%)、MSFT (4.1%)、BRK-B (3.9%)。其中最大持股部位 AVGO 佔據整體投資組合約 6.2% 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。
本季最大獲利了結 / 清倉標的
FTLS
前期市值: US$204.5萬
在 Q4 2024 季度中，Klingenstein Fields & Co LP 共進行了 49 項持倉異動，包含新建倉 0 個部位、加碼 17 個部位、減碼 31 個部位以及清倉 1 個部位。 本季清倉部位包含 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。