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
470 檔
13.6%
Kornitzer Capital Management Inc /ks 在 Q4 2024 季度的美股部位總計估值為 US$47.9億，分散於 470 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，Kornitzer Capital Management Inc /ks 採取防禦導向的調倉策略，本季減碼 101 檔個股並出清 11 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, COST）累計市值佔比達 13.6%，是驅動 Kornitzer Capital Management Inc /ks 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 470 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 | 4.84% | -0.24% | -1.29% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.48% | +0.15% | -0.63% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.95% | -0.19% | -5.45% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.92% | +0.58% | -1.84% | |
| 5 | HES | Hess CORP | 股票-其他 | 1.58% | — | -3.23% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.57% | +0.02% | -2.74% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.47% | -2.39% | EXIT | |
| 8 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.42% | -0.14% | -0.66% | |
| 9 | WM | Waste Management Inc | 股票-工業 | 1.33% | -0.10% | -0.27% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.31% | +0.42% | -1.81% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.29% | -0.92% | -0.49% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.24% | -0.02% | +1.15% | |
| 13 | SLB | Slb LTD | 股票-能源 | 1.18% | -0.25% | +2.38% | |
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.18% | -0.20% | -2.48% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.13% | +0.17% | -0.37% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.11% | -0.04% | +1.82% | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 1.08% | +0.34% | -0.90% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.05% | -0.10% | -0.47% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.05% | +0.04% | -1.77% | |
| 20 | COP | Conocophillips | 股票-能源 | 1.04% | -0.36% | +0.30% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.02% | +0.59% | -1.07% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.99% | — | +1.53% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.96% | -0.20% | -1.11% | |
| 24 | ALL | Allstate CORP | 股票-金融 | 0.92% | +0.12% | +1.53% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.87% | -0.16% | +2.43% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.85% | +0.03% | -0.22% | |
| 27 | MSCI | Msci Inc | 股票-金融 | 0.80% | -0.17% | -0.33% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.75% | +0.07% | +1.63% | |
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.73% | -0.20% | +1.20% | |
| 30 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 0.73% | -0.07% | -1.24% | |
| 31 | APA | Apa CORP | 股票-能源 | 0.69% | -0.44% | +6.14% | |
| 32 | CLX | Clorox Company | 股票-非循環性消費 | 0.68% | -0.05% | -2.09% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | +0.07% | +0.13% | |
| 34 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.65% | -0.14% | -3.01% | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 0.63% | -0.11% | +3.57% | |
| 36 | TFC | Truist Financial CORP | 股票-金融 | 0.62% | +0.03% | -1.98% | |
| 37 | TRU | Transunion | 股票-金融 | 0.62% | -0.19% | EXIT | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.59% | +0.29% | -3.38% | |
| 39 | GD | General Dynamics CORP | 股票-工業 | 0.58% | -0.01% | -1.08% | |
| 40 | SHEL | Shell Plc-adr | 股票-能源 | 0.54% | -0.16% | -5.11% | |
| 41 | ✓ | 股票-其他 | 0.49% | — | +2.13% | ||
| 42 | ABBNY | Abb Ltd-spon Adr | 股票-工業 | 0.49% | +0.10% | -14.85% | |
| 43 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.49% | — | -1.02% | |
| 44 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.49% | +0.06% | -0.82% | |
| 45 | GIS | General Mills Inc | 股票-非循環性消費 | 0.49% | -0.01% | -0.67% | |
| 46 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.48% | -0.01% | +1.80% | |
| 47 | MLM | Martin Marietta Materials | 股票-原物料 | 0.47% | -0.07% | -0.15% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | +0.05% | -0.70% | |
| 49 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.45% | -0.07% | +6.98% | |
| 50 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 0.44% | -0.02% | +7.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KMI | Kinder Morgan, Inc. | +0.3% | -0.66% | 減碼 |
| 2 | AAPL | Apple Inc | +0.3% | -0.63% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.2% | +1.82% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.81% | 減碼 |
| 5 | APTV | Aptiv PLC | +0.2% | NEW | 新建倉 |
| 6 | SNOW | Snowflake Inc | +0.2% | NEW | 新建倉 |
| 7 | TPG | Tpg Inc | +0.2% | NEW | 新建倉 |
| 8 | BA 6 10-15-27債券 | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 9 | FOUR | Shift4 Payments Inc-class A | +0.1% | -1.24% | 減碼 |
| 10 | CSCO | Cisco Systems Inc | +0.1% | -1.07% | 減碼 |
| 11 | WMT | Walmart Inc | +0.1% | -1.11% | 減碼 |
| 12 | MSFT | Microsoft CORP | +0.1% | -1.29% | 減碼 |
| 13 | VERX | Vertex Inc - Class A | +0.1% | — | 不變 |
| 14 | GTLS | Chart Industries Inc | +0.1% | -1.25% | 減碼 |
| 15 | ELF | Elf Beauty Inc | +0.1% | NEW | 新建倉 |
| 16 | NOVT | Novanta Inc | +0.1% | NEW | 新建倉 |
| 17 | VST | Vistra CORP | +0.1% | +5.09% | 加碼 |
| 18 | MDGL | Madrigal Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 19 | TER | Teradyne Inc | +0.1% | NEW | 新建倉 |
| 20 | DINO | Hf Sinclair CORP | +0.1% | +72.16% | 加碼 |
| 21 | BKNG | Booking Holdings Inc | +0.1% | -1.02% | 減碼 |
| 22 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +10.79% | 加碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | — | 加碼 |
| 24 | NVDA | Nvidia CORP | +0.1% | +0.13% | 加碼 |
| 25 | V | Visa Inc-class A Shares | +0.1% | -0.70% | 減碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.38% | 減碼 |
| 27 | PYPL | Paypal Holdings Inc | +0.1% | +1.80% | 加碼 |
| 28 | GILD | Gilead Sciences Inc | +0.1% | -3.01% | 減碼 |
| 29 | PCG 6 12-01-27 A債券 | Pg&e CORP | +0.1% | NEW | 新建倉 |
| 30 | UL | Unilever PLC | +0.1% | +48.76% | 加碼 |
| 31 | JBTM | Jbt Marel CORP | +0.1% | — | 不變 |
| 32 | PEGA | Pegasystems Inc | +0.1% | +12.27% | 加碼 |
| 33 | COST | Costco Wholesale CORP | +0.1% | -5.45% | 減碼 |
| 34 | ALL | Allstate CORP | +0.1% | +1.53% | 加碼 |
| 35 | CEG | Constellation Energy | +0.1% | +393.77% | 加碼 |
| 36 | BRKR | Bruker CORP | +0.1% | +74.70% | 加碼 |
| 37 | HUBS | Hubspot Inc | +0.1% | +1.48% | 加碼 |
| 38 | STRL | Sterling Infrastructure Inc | +0.1% | +10.30% | 加碼 |
| 39 | PINS | Pinterest Inc- Class A | +0.1% | +31.66% | 加碼 |
| 40 | PCOR | Procore Technologies Inc | +0.1% | — | 不變 |
| 41 | WMS | Advanced Drainage Systems In | +0.1% | +56.35% | 加碼 |
| 42 | DV | Doubleverify Holdings Inc | +0.1% | -0.42% | 減碼 |
| 43 | BMY | Bristol-myers Squibb Co | +0.1% | +5.19% | 加碼 |
| 44 | GFL | Gfl Environmental Inc-sub Vt | +0.1% | — | 不變 |
| 45 | EMR | Emerson Electric Co | +0.1% | -1.48% | 減碼 |
| 46 | AJG | Arthur J Gallagher & Co | +0.1% | -2.74% | 減碼 |
| 47 | AVAV | Aerovironment Inc | +0.1% | +654.21% | 加碼 |
| 48 | PRMB | Primo Brands CORP | +0.1% | NEW | 新建倉 |
| 49 | BRBR | Bellring Brands Inc | +0.1% | — | 不變 |
| 50 | AVGO | Broadcom Inc | +0.1% | -5.24% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Kornitzer Capital Management Inc /ks 在 Q4 2024 季度的美股持倉總市值約為 US$47.9億，共申報了 470 個公開持股部位。
在 Q4 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 (4.8%)、AAPL (2.5%)、COST (1.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.8% 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
APTV
市值: US$957.4萬
本季最大獲利了結 / 清倉標的
TMDX
前期市值: US$1177.6萬
在 Q4 2024 季度中，Kornitzer Capital Management Inc /ks 共進行了 171 項持倉異動，包含新建倉 12 個部位、加碼 47 個部位、減碼 101 個部位以及清倉 11 個部位。 其中最大新建倉標的為 APTV。 本季清倉部位包含 TMDX。
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。