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: 0001731216
申報總市值
US$2.8億
US$2.8億
69 檔
11.0%
在 Q3 2024 的 13F 官方備案中，Martin Capital Partners, LLC 管理的美股投資組合規模來到 US$2.8億，整體持股檔數為 69 檔。
從 Q3 2024 申報觀察，Martin Capital Partners, LLC 採取防禦導向的調倉策略，本季減碼 45 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Martin Capital Partners, LLC 的前 5 大核心持股（包含 ETR, AMGN, VZ 等）合計佔整體申報市值的 11.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | ETR | Entergy CORP | 股票-公用事業 | 3.22% | -0.32% | -25.18% | |
| 2 | AMGN | Amgen Inc | 股票-醫療保健 | 3.12% | +0.56% | -24.22% | |
| 3 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.97% | +0.12% | -24.74% | |
| 4 | TXN | Texas Instruments Inc | 股票-科技 | 2.96% | -0.30% | -25.01% | |
| 5 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 2.93% | -0.13% | -24.71% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.93% | -0.10% | -24.11% | |
| 7 | UL | Unilever PLC | 股票-非循環性消費 | 2.88% | — | -42.31% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | +0.83% | -24.94% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工業 | 2.61% | — | -25.43% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.56% | -0.04% | -13.38% | |
| 11 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.54% | — | -24.82% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.52% | +0.06% | -25.21% | |
| 13 | GD | General Dynamics CORP | 股票-工業 | 2.51% | -0.25% | -40.14% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.47% | -0.50% | -25.14% | |
| 15 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.44% | — | -24.97% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 2.39% | -0.34% | -24.89% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.39% | -0.09% | -24.77% | |
| 18 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 2.29% | -0.01% | -25.02% | |
| 19 | MDT | Medtronic plc | 股票-醫療保健 | 2.28% | +0.17% | -24.93% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 2.27% | — | -25.17% | |
| 21 | TROW | T Rowe Price Group Inc | 股票-金融 | 2.17% | -0.26% | -24.62% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.17% | -0.05% | -14.14% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 2.12% | +0.62% | -24.45% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.03% | — | -24.67% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工業 | 1.99% | -0.01% | -23.97% | |
| 26 | CME | Cme Group Inc | 股票-金融 | 1.98% | +0.55% | — | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 1.95% | +0.29% | -24.53% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.92% | — | -25.68% | |
| 29 | O | Realty Income CORP | 股票-房地產 | 1.87% | -0.35% | -22.21% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 1.86% | -0.06% | -25.09% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.85% | -0.02% | -11.27% | |
| 32 | BKH | Black Hills CORP | 股票-公用事業 | 1.77% | -0.27% | +463.92% | |
| 33 | KOF | Coca-cola Femsa Sab-sp Adr | 股票-其他 | 1.72% | -0.03% | -23.76% | |
| 34 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 1.70% | -0.38% | -57.14% | |
| 35 | RHI | Robert Half Inc | 股票-工業 | 1.69% | — | -22.79% | |
| 36 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.67% | — | -24.00% | |
| 37 | CLX | Clorox Company | 股票-非循環性消費 | 1.58% | -0.26% | -24.91% | |
| 38 | PSX | Phillips 66 | 股票-能源 | 1.57% | -1.37% | -26.19% | |
| 39 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.55% | — | -24.73% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.48% | -0.05% | -16.57% | |
| 41 | SWKS | Skyworks Solutions Inc | 股票-科技 | 1.38% | — | -24.65% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.36% | -0.16% | -24.29% | |
| 43 | DVN | Devon Energy CORP | 股票-能源 | 0.92% | +0.17% | -25.81% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.54% | — | -14.72% | |
| 45 | PAYX | Paychex Inc | 股票-科技 | 0.41% | -0.04% | -26.16% | |
| 46 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 0.41% | — | -27.15% | |
| 47 | EMN | Eastman Chemical Co | 股票-原物料 | 0.40% | -0.01% | -29.19% | |
| 48 | AAPL | Apple Inc | 股票-科技 | 0.38% | +0.04% | +0.03% | |
| 49 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.37% | +0.03% | -27.45% | |
| 50 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.33% | +0.02% | -28.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CME | Cme Group Inc | +2% | NEW | 新建倉 |
| 2 | BKH | Black Hills CORP | +1.5% | +463.92% | 加碼 |
| 3 | ETR | Entergy CORP | +0.4% | -25.18% | 減碼 |
| 4 | LMT | Lockheed Martin CORP | +0.3% | -25.43% | 減碼 |
| 5 | O | Realty Income CORP | +0.2% | -22.21% | 減碼 |
| 6 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | -13.38% | 減碼 |
| 7 | HD | Home Depot Inc | +0.2% | -24.89% | 減碼 |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | -11.27% | 減碼 |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | -14.14% | 減碼 |
| 10 | CLX | Clorox Company | +0.1% | -24.91% | 減碼 |
| 11 | MDT | Medtronic plc | +0.1% | -24.93% | 減碼 |
| 12 | FAX | Abrdn Asia-pacific Income | +0.1% | NEW | 新建倉 |
| 13 | KO | Coca-cola Co/the | +0.1% | -24.82% | 減碼 |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | -25.68% | 減碼 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -25.14% | 減碼 |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | -16.57% | 減碼 |
| 17 | CFR | Cullen/frost Bankers Inc | 0% | -24.71% | 減碼 |
| 18 | JNJ | Johnson & Johnson | 0% | -25.21% | 減碼 |
| 19 | VZ | Verizon Communications Inc | 0% | -24.74% | 減碼 |
| 20 | EMN | Eastman Chemical Co | — | -29.19% | 減碼 |
| 21 | MSM | Msc Industrial Direct Co-a | 0% | -25.02% | 減碼 |
| 22 | UNP | Union Pacific CORP | 0% | -25.09% | 減碼 |
| 23 | RHI | Robert Half Inc | 0% | -22.79% | 減碼 |
| 24 | JKHY | Jack Henry & Associates Inc | 0% | -27.45% | 減碼 |
| 25 | LECO | Lincoln Electric Holdings | 0% | -28.44% | 減碼 |
| 26 | COR | Cencora Inc | 0% | -27.87% | 減碼 |
| 27 | CMCSA | Comcast Corp-class A | -0.1% | -24.97% | 減碼 |
| 28 | HSY | Hershey Co/the | -0.1% | -24.00% | 減碼 |
| 29 | PEP | Pepsico Inc | -0.1% | -24.29% | 減碼 |
| 30 | KOF | Coca-cola Femsa Sab-sp Adr | -0.1% | -23.76% | 減碼 |
| 31 | TXN | Texas Instruments Inc | -0.1% | -25.01% | 減碼 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -24.77% | 減碼 |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -24.11% | 減碼 |
| 34 | PFE | Pfizer Inc | -0.1% | -24.53% | 減碼 |
| 35 | SGOL | abrdn Physical Gold Shares ETF | -0.1% | EXIT | 清倉 |
| 36 | CNP | Centerpoint Energy Inc | -0.1% | EXIT | 清倉 |
| 37 | AMGN | Amgen Inc | -0.2% | -24.22% | 減碼 |
| 38 | UPS | United Parcel Service-cl B | -0.2% | -23.97% | 減碼 |
| 39 | XOM | Exxon Mobil CORP | -0.2% | -25.17% | 減碼 |
| 40 | TTEN | Totalenergies Se -spon Adr | -0.2% | -24.73% | 減碼 |
| 41 | SWKS | Skyworks Solutions Inc | -0.2% | -24.65% | 減碼 |
| 42 | PSX | Phillips 66 | -0.3% | -26.19% | 減碼 |
| 43 | DVN | Devon Energy CORP | -0.3% | -25.81% | 減碼 |
| 44 | CVX | Chevron CORP | -0.3% | -24.45% | 減碼 |
| 45 | TROW | T Rowe Price Group Inc | -0.3% | -24.62% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.4% | -24.94% | 減碼 |
| 47 | MRK | Merck & Co. Inc. | -0.4% | -24.67% | 減碼 |
| 48 | UL | Unilever PLC | -0.6% | -42.31% | 減碼 |
| 49 | GD | General Dynamics CORP | -0.8% | -40.14% | 減碼 |
| 50 | PEG | Public Service Enterprise Gp | -1% | -57.14% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Martin Capital Partners, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.8億，共申報了 69 個公開持股部位。
在 Q3 2024 季度，Martin Capital Partners, LLC 按市值排列的前三大核心持股分別為：ETR (3.2%)、AMGN (3.1%)、VZ (3.0%)。其中最大持股部位 ETR 佔據整體投資組合約 3.2% 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。
本季最大新建倉標的
CME
市值: US$399.9萬
本季最大獲利了結 / 清倉標的
CNP
前期市值: US$28.8萬
在 Q3 2024 季度中，Martin Capital Partners, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 1 個部位、減碼 45 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CME。 本季清倉部位包含 CNP。
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。