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: 0000898358
申報總市值
US$47.9億
US$47.9億
472 檔
14.1%
根據最新整理的 13F 季度數據集，Kornitzer Capital Management Inc /ks 於 Q3 2024 結束時的管理資產規模為 US$47.9億。該機構在本季度申報了 472 檔美股持倉，呈現出該時期的主要投資地圖。
Kornitzer Capital Management Inc /ks 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 11 個全新部位及加碼 72 檔持股的同時，亦同步清倉 15 檔並減碼 79 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, LLY）占據了總市值的 14.1%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 472 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 | 4.73% | -0.24% | -1.34% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.19% | +0.15% | -0.36% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.13% | +0.58% | -1.71% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.88% | -0.19% | -1.39% | |
| 5 | HES | Hess CORP | 股票-其他 | 1.58% | — | -0.13% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.52% | -2.39% | EXIT | |
| 7 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.51% | +0.02% | -4.03% | |
| 8 | WM | Waste Management Inc | 股票-工業 | 1.30% | -0.10% | -0.79% | |
| 9 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.27% | -0.20% | +0.52% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.24% | -0.92% | +1.30% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.20% | -0.02% | -0.50% | |
| 12 | SLB | Slb LTD | 股票-能源 | 1.19% | -0.25% | +1.95% | |
| 13 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.15% | +0.04% | +0.24% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.14% | +0.34% | -0.12% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | +0.42% | +0.53% | |
| 16 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.09% | -0.14% | -0.76% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.08% | +0.17% | -1.50% | |
| 18 | COP | Conocophillips | 股票-能源 | 1.04% | -0.36% | -1.80% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | — | -0.31% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | -0.10% | +0.53% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.93% | +0.03% | -0.64% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.88% | +0.59% | -0.79% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.87% | -0.04% | +6.19% | |
| 24 | ALL | Allstate CORP | 股票-金融 | 0.85% | +0.12% | -2.40% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.82% | -0.20% | -0.89% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.81% | -0.16% | +1.15% | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.76% | -0.20% | -0.69% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.76% | +0.07% | -0.56% | |
| 29 | MSCI | Msci Inc | 股票-金融 | 0.73% | -0.17% | +0.93% | |
| 30 | TRU | Transunion | 股票-金融 | 0.66% | -0.19% | EXIT | |
| 31 | CLX | Clorox Company | 股票-非循環性消費 | 0.65% | -0.05% | -1.03% | |
| 32 | APA | Apa CORP | 股票-能源 | 0.65% | -0.44% | -0.53% | |
| 33 | GD | General Dynamics CORP | 股票-工業 | 0.64% | -0.01% | -1.04% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 0.62% | -0.11% | +2.42% | |
| 35 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 0.59% | -0.07% | -8.13% | |
| 36 | TFC | Truist Financial CORP | 股票-金融 | 0.59% | +0.03% | -3.84% | |
| 37 | ABBNY | Abb Ltd-spon Adr | 股票-工業 | 0.59% | +0.10% | -0.24% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | +0.07% | +2.59% | |
| 39 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.57% | -0.14% | -0.01% | |
| 40 | SHEL | Shell Plc-adr | 股票-能源 | 0.57% | -0.16% | -2.22% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.55% | -0.06% | -0.24% | |
| 42 | GIS | General Mills Inc | 股票-非循環性消費 | 0.54% | -0.01% | -0.37% | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.52% | — | +0.29% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.51% | +0.29% | — | |
| 45 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.48% | -0.07% | — | |
| 46 | LIN | Linde plc | 股票-原物料 | 0.47% | -0.02% | +0.10% | |
| 47 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 0.47% | +0.14% | -15.47% | |
| 48 | MLM | Martin Marietta Materials | 股票-原物料 | 0.46% | -0.07% | -6.45% | |
| 49 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 0.46% | -0.02% | +0.65% | |
| 50 | CSGP | Costar Group Inc | 股票-房地產 | 0.44% | -0.16% | +11.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VST | Vistra CORP | +0.3% | +480.41% | 加碼 |
| 2 | IBM | Intl Business Machines CORP | +0.2% | -1.50% | 減碼 |
| 3 | FERG | Ferguson Enterprises Inc | +0.2% | NEW | 新建倉 |
| 4 | TRU | Transunion | +0.2% | +0.51% | 加碼 |
| 5 | DKNG | Draftkings Inc-cl A | +0.2% | NEW | 新建倉 |
| 6 | AAPL | Apple Inc | +0.2% | -0.36% | 減碼 |
| 7 | CART | Maplebear Inc | +0.2% | NEW | 新建倉 |
| 8 | NSSC | Napco Security Technologies | +0.1% | +426.48% | 加碼 |
| 9 | PEGA | Pegasystems Inc | +0.1% | NEW | 新建倉 |
| 10 | MSCI | Msci Inc | +0.1% | +0.93% | 加碼 |
| 11 | WMT | Walmart Inc | +0.1% | -0.89% | 減碼 |
| 12 | BLDR | Builders Firstsource Inc | +0.1% | +55.58% | 加碼 |
| 13 | BRKR | Bruker CORP | +0.1% | NEW | 新建倉 |
| 14 | ALL | Allstate CORP | +0.1% | -2.40% | 減碼 |
| 15 | PYPL | Paypal Holdings Inc | +0.1% | +1.92% | 加碼 |
| 16 | KEL | Kellanova | +0.1% | -0.55% | 減碼 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +0.53% | 加碼 |
| 18 | GILD | Gilead Sciences Inc | +0.1% | -0.01% | 減碼 |
| 19 | EFX | Equifax Inc | +0.1% | +27.20% | 加碼 |
| 20 | INTA | Intapp Inc | +0.1% | NEW | 新建倉 |
| 21 | SKY | Champion Homes Inc | +0.1% | +0.50% | 加碼 |
| 22 | KMI | Kinder Morgan, Inc. | +0.1% | -0.76% | 減碼 |
| 23 | KO | Coca-cola Co/the | +0.1% | -0.64% | 減碼 |
| 24 | CLX | Clorox Company | +0.1% | -1.03% | 減碼 |
| 25 | MELI | Mercadolibre Inc | +0.1% | — | 不變 |
| 26 | QDEL | Quidelortho CORP | +0.1% | +46.66% | 加碼 |
| 27 | CRH | CRH plc | +0.1% | +1.74% | 加碼 |
| 28 | LULU | Lululemon Athletica Inc | +0.1% | +52.70% | 加碼 |
| 29 | ADI | Analog Devices Inc | +0.1% | NEW | 新建倉 |
| 30 | INSP | Inspire Medical Systems Inc | +0.1% | +2.76% | 加碼 |
| 31 | JNJ | Johnson & Johnson | +0.1% | -0.31% | 減碼 |
| 32 | CSCO | Cisco Systems Inc | +0.1% | -0.79% | 減碼 |
| 33 | CIEN | Ciena CORP | +0.1% | +0.56% | 加碼 |
| 34 | SITE | Siteone Landscape Supply Inc | +0.1% | +63.67% | 加碼 |
| 35 | GIS | General Mills Inc | +0.1% | -0.37% | 減碼 |
| 36 | NBIX | Neurocrine Biosciences Inc | +0.1% | NEW | 新建倉 |
| 37 | ABT | Abbott Laboratories | +0.1% | +1.15% | 加碼 |
| 38 | CPAY | Corpay Inc | +0.1% | +28.73% | 加碼 |
| 39 | MDT | Medtronic plc | +0.1% | -0.24% | 減碼 |
| 40 | GWRE | Guidewire Software Inc | +0.1% | +1.02% | 加碼 |
| 41 | VRT | Vertiv Holdings Co-a | +0.1% | +15.58% | 加碼 |
| 42 | HUBS | Hubspot Inc | +0.1% | +93.31% | 加碼 |
| 43 | WT | Wisdomtree Inc | +0.1% | +58.24% | 加碼 |
| 44 | CBRE | Cbre Group Inc - A | +0.1% | +1.62% | 加碼 |
| 45 | BIO | Bio-rad Laboratories-a | +0.1% | +10.20% | 加碼 |
| 46 | PPHMEUR | Avid Bioservices Inc | +0.1% | +0.81% | 加碼 |
| 47 | KRNT | Kornit Digital Ltd. | +0.1% | -15.44% | 減碼 |
| 48 | STRL | Sterling Infrastructure Inc | +0.1% | +28.20% | 加碼 |
| 49 | CAG | Conagra Brands Inc | +0.1% | +0.65% | 加碼 |
| 50 | T | At&t Inc | +0.1% | +2.77% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Kornitzer Capital Management Inc /ks 在 Q3 2024 季度的美股持倉總市值約為 US$47.9億，共申報了 472 個公開持股部位。
在 Q3 2024 季度，Kornitzer Capital Management Inc /ks 按市值排列的前三大核心持股分別為：MSFT (4.7%)、AAPL (2.2%)、LLY (2.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.7% 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
FERG
市值: US$1065.3萬
本季最大獲利了結 / 清倉標的
FERG
前期市值: US$1447.8萬
在 Q3 2024 季度中，Kornitzer Capital Management Inc /ks 共進行了 177 項持倉異動，包含新建倉 11 個部位、加碼 72 個部位、減碼 79 個部位以及清倉 15 個部位。 其中最大新建倉標的為 FERG。 本季清倉部位包含 FERG。
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。