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: 0001570396
申報總市值
US$2.2億
US$2.2億
94 檔
25.3%
在 Q4 2024 申報期間，Lipe & Dalton（CIK: 0001570396）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$2.2億，共持有 94 個公開申報部位。
從 Q4 2024 申報觀察，Lipe & Dalton 採取防禦導向的調倉策略，本季減碼 35 檔個股並出清 7 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 AAPL, , ）累計市值佔比達 25.3%，是驅動 Lipe & Dalton 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 | 9.98% | -0.04% | -1.99% | |
| 2 | ✓ | 股票-其他 | 5.93% | +0.47% | -1.77% | ||
| 3 | ✓ | 股票-其他 | 5.07% | +0.18% | -1.38% | ||
| 4 | OKE | Oneok Inc | 股票-能源 | 3.97% | -0.28% | -0.43% | |
| 5 | ✓ | 股票-其他 | 3.87% | -0.31% | -0.23% | ||
| 6 | SNA | Snap-on Inc | 股票-工業 | 3.02% | -0.09% | -0.06% | |
| 7 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.88% | +0.23% | -0.08% | |
| 8 | EMR | Emerson Electric Co | 股票-工業 | 2.81% | -0.11% | -0.50% | |
| 9 | ✓ | 股票-其他 | 2.81% | -0.57% | +0.41% | ||
| 10 | BA | Boeing Co/the | 股票-工業 | 2.78% | -0.15% | -6.04% | |
| 11 | DHR | Danaher CORP | 股票-醫療保健 | 2.62% | -0.14% | -0.60% | |
| 12 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 2.49% | — | -2.00% | |
| 13 | ✓ | 股票-其他 | 2.39% | +0.03% | -0.35% | ||
| 14 | YUM | Yum! Brands Inc | 股票-循環性消費 | 2.08% | -0.21% | -0.98% | |
| 15 | ✓ | 股票-其他 | 1.96% | +0.02% | -3.88% | ||
| 16 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.86% | -0.38% | — | |
| 17 | DE | Deere & Co | 股票-工業 | 1.77% | — | — | |
| 18 | ✓ | 股票-其他 | 1.74% | -0.38% | — | ||
| 19 | MS | Morgan Stanley | 股票-金融 | 1.71% | +0.09% | -3.97% | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.70% | -0.01% | +0.37% | |
| 21 | ✓ | 股票-其他 | 1.58% | — | -1.41% | ||
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -0.10% | -6.63% | |
| 23 | ✓ | 股票-其他 | 1.44% | -0.78% | -3.52% | ||
| 24 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.43% | -0.20% | -0.73% | |
| 25 | BALL | Ball CORP | 股票-循環性消費 | 1.40% | — | -0.03% | |
| 26 | BWA | Borgwarner Inc | 股票-循環性消費 | 1.36% | +0.11% | -0.17% | |
| 27 | ✓ | 股票-其他 | 1.35% | -0.03% | -8.87% | ||
| 28 | ✓ | 股票-其他 | 1.32% | -0.14% | +1.86% | ||
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 1.22% | -0.15% | -1.29% | |
| 30 | MLM | Martin Marietta Materials | 股票-原物料 | 1.21% | -0.16% | — | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.20% | -0.03% | -4.86% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工業 | 1.16% | -0.39% | -2.17% | |
| 33 | ✓ | 股票-其他 | 1.06% | -0.06% | -0.20% | ||
| 34 | INTC | Intel CORP | 股票-科技 | 0.99% | +1.53% | +2.30% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.90% | — | -2.02% | |
| 36 | CI | THE Cigna Group | 股票-醫療保健 | 0.85% | -0.09% | -3.30% | |
| 37 | ✓ | 股票-其他 | 0.85% | -0.12% | -2.66% | ||
| 38 | ✓ | 股票-其他 | 0.81% | -0.08% | — | ||
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | -0.11% | +2.14% | |
| 40 | ✓ | 股票-其他 | 0.74% | -0.09% | — | ||
| 41 | ✓ | 股票-其他 | 0.68% | +0.06% | -1.43% | ||
| 42 | ✓ | 股票-其他 | 0.67% | -0.06% | — | ||
| 43 | ✓ | 股票-其他 | 0.66% | — | -4.31% | ||
| 44 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.65% | +0.23% | +0.19% | |
| 45 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.64% | — | -4.24% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.61% | -0.05% | — | |
| 47 | ✓ | 股票-其他 | 0.61% | -0.04% | -2.92% | ||
| 48 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.59% | -0.76% | +0.03% | |
| 49 | ✓ | 股票-其他 | 0.58% | — | -5.66% | ||
| 50 | ✓ | 股票-其他 | 0.57% | — | -2.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | -1.99% | 減碼 |
| 2 | ✓ | +0.9% | -1.77% | 減碼 | |
| 3 | ✓ | +0.8% | -1.38% | 減碼 | |
| 4 | SNA | Snap-on Inc | +0.6% | -0.06% | 減碼 |
| 5 | OKE | Oneok Inc | +0.5% | -0.43% | 減碼 |
| 6 | ✓ | +0.5% | -0.23% | 減碼 | |
| 7 | EMR | Emerson Electric Co | +0.4% | -0.50% | 減碼 |
| 8 | BA | Boeing Co/the | +0.4% | -6.04% | 減碼 |
| 9 | MS | Morgan Stanley | +0.3% | -3.97% | 減碼 |
| 10 | BAM | Brookfield Asset Mgmt-a | +0.2% | -0.73% | 減碼 |
| 11 | BMY | Bristol-myers Squibb Co | +0.2% | +0.37% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | -4.86% | 減碼 |
| 13 | WFC | Wells Fargo & Co | +0.1% | — | 不變 |
| 14 | DFSEUR | Discover Financial Services | +0.1% | NEW | 新建倉 |
| 15 | ✓ | +0.1% | NEW | 新建倉 | |
| 16 | YUM | Yum! Brands Inc | — | -0.98% | 減碼 |
| 17 | ✓ | 0% | +0.41% | 加碼 | |
| 18 | MSFT | Microsoft CORP | -0.1% | -6.63% | 減碼 |
| 19 | ✓ | -0.1% | -3.44% | 減碼 | |
| 20 | ✓ | -0.1% | -4.31% | 減碼 | |
| 21 | QCOM | Qualcomm Inc | -0.1% | -2.02% | 減碼 |
| 22 | ✓ | -0.1% | -2.92% | 減碼 | |
| 23 | SIRI | Sirius Xm Holdings Inc | -0.1% | -14.51% | 減碼 |
| 24 | ✓ | -0.1% | -1.76% | 減碼 | |
| 25 | LOW | Lowe's Cos Inc | -0.1% | EXIT | 清倉 |
| 26 | ✓ | -0.1% | -1.41% | 減碼 | |
| 27 | INTC | Intel CORP | -0.1% | +2.30% | 加碼 |
| 28 | ✓ | -0.1% | — | 不變 | |
| 29 | ✓ | -0.1% | -5.66% | 減碼 | |
| 30 | ✓ | -0.1% | -1.43% | 減碼 | |
| 31 | ✓ | -0.1% | EXIT | 清倉 | |
| 32 | ✓ | -0.1% | -0.20% | 減碼 | |
| 33 | ABT | Abbott Laboratories | -0.1% | EXIT | 清倉 |
| 34 | BWA | Borgwarner Inc | -0.1% | -0.17% | 減碼 |
| 35 | KLAC | Kla CORP | -0.1% | EXIT | 清倉 |
| 36 | COO | Cooper Cos Inc/the | -0.1% | -4.24% | 減碼 |
| 37 | ✓ | -0.1% | -60.63% | 減碼 | |
| 38 | CBU | Community Financial System I | -0.1% | EXIT | 清倉 |
| 39 | ✓ | -0.2% | -0.35% | 減碼 | |
| 40 | LMT | Lockheed Martin CORP | -0.2% | -2.17% | 減碼 |
| 41 | CVS | Cvs Health CORP | -0.2% | +0.19% | 加碼 |
| 42 | CI | THE Cigna Group | -0.2% | -3.30% | 減碼 |
| 43 | AMGN | Amgen Inc | -0.2% | -1.29% | 減碼 |
| 44 | BALL | Ball CORP | -0.2% | -0.03% | 減碼 |
| 45 | ✓ | -0.3% | -54.23% | 減碼 | |
| 46 | ✓ | -0.3% | EXIT | 清倉 | |
| 47 | KHC | Kraft Heinz Co/the | -0.3% | -2.00% | 減碼 |
| 48 | ✓ | -0.4% | -3.52% | 減碼 | |
| 49 | DHR | Danaher CORP | -0.4% | -0.60% | 減碼 |
| 50 | ✓ | Vector Group, Ltd | -1.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lipe & Dalton 在 Q4 2024 季度的美股持倉總市值約為 US$2.2億，共申報了 94 個公開持股部位。
在 Q4 2024 季度，Lipe & Dalton 按市值排列的前三大核心持股分別為：AAPL (10.0%)、 (5.9%)、 (5.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.0% 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
DFSEUR
市值: US$22.5萬
本季最大獲利了結 / 清倉標的
Vector Group, Ltd
前期市值: US$314.8萬
在 Q4 2024 季度中，Lipe & Dalton 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 4 個部位、減碼 35 個部位以及清倉 7 個部位。 其中最大新建倉標的為 DFSEUR。 本季清倉部位包含 Vector Group, Ltd。
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。