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$2.7億
US$2.7億
58 檔
5.5%
截至 Q4 2024 季度末，Martin Capital Partners, LLC 的美股持倉估值約為 US$2.7億，全數申報部位共有 58 檔。
在 Q4 2024，Martin Capital Partners, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 42 個部位並完全清倉 4 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Martin Capital Partners, LLC 的前 5 大持股（包含 SPSB, IGSB, CFR）貢獻了組合市值的 5.5%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 4.31% | -0.10% | -28.83% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.57% | -0.07% | -30.23% | |
| 3 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 3.43% | +0.41% | -59.43% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.35% | +0.29% | -58.10% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.05% | -0.06% | -30.57% | |
| 6 | AMGN | Amgen Inc | 股票-醫療保健 | 3.02% | +0.08% | -50.21% | |
| 7 | ETR | Entergy CORP | 股票-公用事業 | 2.95% | +0.01% | -33.77% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | +0.04% | -54.25% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 2.72% | +0.37% | -58.71% | |
| 10 | CME | Cme Group Inc | 股票-金融 | 2.68% | -0.21% | -46.27% | |
| 11 | TXN | Texas Instruments Inc | 股票-科技 | 2.68% | +0.33% | -58.48% | |
| 12 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.62% | -0.43% | -58.70% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.49% | +0.09% | -53.97% | |
| 14 | UPS | United Parcel Service-cl B | 股票-工業 | 2.47% | -1.79% | -44.04% | |
| 15 | UL | Unilever PLC | 股票-非循環性消費 | 2.47% | — | -59.10% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.44% | -0.07% | -30.94% | |
| 17 | RHI | Robert Half Inc | 股票-工業 | 2.38% | — | -44.02% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.36% | +0.77% | -57.43% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.34% | — | -55.68% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 2.31% | +0.14% | -58.12% | |
| 21 | TROW | T Rowe Price Group Inc | 股票-金融 | 2.24% | +0.49% | -58.68% | |
| 22 | BKH | Black Hills CORP | 股票-公用事業 | 2.22% | +0.19% | -45.55% | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.19% | — | -58.24% | |
| 24 | GD | General Dynamics CORP | 股票-工業 | 2.17% | +0.04% | -58.74% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 2.17% | -0.81% | -56.64% | |
| 26 | RGA | Reinsurance Group Of America | 股票-金融 | 2.12% | +0.37% | — | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 2.06% | -3.44% | EXIT | |
| 28 | O | Realty Income CORP | 股票-房地產 | 2.04% | — | -45.91% | |
| 29 | MDT | Medtronic plc | 股票-醫療保健 | 1.99% | -0.21% | -58.87% | |
| 30 | ASML | ASML Holding N.V. | 股票-科技 | 1.89% | +0.57% | — | |
| 31 | PFE | Pfizer Inc | 股票-醫療保健 | 1.72% | -0.30% | -60.00% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.70% | — | -57.36% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 1.69% | +0.24% | -59.17% | |
| 34 | KOF | Coca-cola Femsa Sab-sp Adr | 股票-其他 | 1.56% | +0.16% | -57.04% | |
| 35 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.42% | -0.28% | — | |
| 36 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.38% | — | — | |
| 37 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.36% | — | -56.80% | |
| 38 | PSX | Phillips 66 | 股票-能源 | 1.33% | -0.81% | -59.41% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.26% | -0.32% | -56.56% | |
| 40 | SWKS | Skyworks Solutions Inc | 股票-科技 | 1.24% | — | -58.31% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 1.15% | — | -77.87% | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.85% | -0.03% | -32.30% | |
| 43 | DVN | Devon Energy CORP | 股票-能源 | 0.68% | -0.47% | -62.86% | |
| 44 | AAPL | Apple Inc | 股票-科技 | 0.62% | — | -37.05% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.48% | -0.01% | — | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | -0.02% | — | |
| 47 | CLX | Clorox Company | 股票-非循環性消費 | 0.39% | -0.16% | -89.62% | |
| 48 | PAYX | Paychex Inc | 股票-科技 | 0.39% | +1.70% | -62.13% | |
| 49 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.35% | +1.76% | -60.44% | |
| 50 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.31% | +0.02% | -60.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RGA | Reinsurance Group Of America | +2.1% | NEW | 新建倉 |
| 2 | ASML | ASML Holding N.V. | +1.9% | NEW | 新建倉 |
| 3 | SPSB | Ss Spdr P St C CORP ETF | +1.8% | -28.83% | 減碼 |
| 4 | NKE | Nike Inc -cl B | +1.4% | NEW | 新建倉 |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +1.4% | -30.23% | 減碼 |
| 6 | LYB | LyondellBasell Industries N.V. | +1.4% | NEW | 新建倉 |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +1.2% | -30.57% | 減碼 |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | +1% | -30.94% | 減碼 |
| 9 | CME | Cme Group Inc | +0.7% | -46.27% | 減碼 |
| 10 | RHI | Robert Half Inc | +0.7% | -44.02% | 減碼 |
| 11 | CFR | Cullen/frost Bankers Inc | +0.5% | -59.43% | 減碼 |
| 12 | UPS | United Parcel Service-cl B | +0.5% | -44.04% | 減碼 |
| 13 | BKH | Black Hills CORP | +0.5% | -45.55% | 減碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.4% | -58.10% | 減碼 |
| 15 | CSCO | Cisco Systems Inc | +0.3% | -58.71% | 減碼 |
| 16 | MSFT | Microsoft CORP | +0.2% | -54.25% | 減碼 |
| 17 | O | Realty Income CORP | +0.2% | -45.91% | 減碼 |
| 18 | TROW | T Rowe Price Group Inc | +0.1% | -58.68% | 減碼 |
| 19 | CVX | Chevron CORP | +0.1% | -56.64% | 減碼 |
| 20 | JNJ | Johnson & Johnson | 0% | -53.97% | 減碼 |
| 21 | PG | Procter & Gamble Co/the | 0% | -57.43% | 減碼 |
| 22 | HD | Home Depot Inc | -0.1% | -58.12% | 減碼 |
| 23 | AMGN | Amgen Inc | -0.1% | -50.21% | 減碼 |
| 24 | PEP | Pepsico Inc | -0.1% | -56.56% | 減碼 |
| 25 | CHRW | C.h. Robinson Worldwide Inc | -0.1% | -67.63% | 減碼 |
| 26 | EMN | Eastman Chemical Co | -0.1% | -64.53% | 減碼 |
| 27 | SWKS | Skyworks Solutions Inc | -0.1% | -58.31% | 減碼 |
| 28 | KOF | Coca-cola Femsa Sab-sp Adr | -0.2% | -57.04% | 減碼 |
| 29 | UNP | Union Pacific CORP | -0.2% | -59.17% | 減碼 |
| 30 | TTEN | Totalenergies Se -spon Adr | -0.2% | -56.80% | 減碼 |
| 31 | KO | Coca-cola Co/the | -0.2% | -55.68% | 減碼 |
| 32 | XOM | Exxon Mobil CORP | -0.2% | -58.75% | 減碼 |
| 33 | UNH | Unitedhealth Group Inc | -0.2% | -57.36% | 減碼 |
| 34 | PFE | Pfizer Inc | -0.2% | -60.00% | 減碼 |
| 35 | PSX | Phillips 66 | -0.2% | -59.41% | 減碼 |
| 36 | DVN | Devon Energy CORP | -0.2% | -62.86% | 減碼 |
| 37 | CMCSA | Comcast Corp-class A | -0.3% | -58.24% | 減碼 |
| 38 | ETR | Entergy CORP | -0.3% | -33.77% | 減碼 |
| 39 | TXN | Texas Instruments Inc | -0.3% | -58.48% | 減碼 |
| 40 | MDT | Medtronic plc | -0.3% | -58.87% | 減碼 |
| 41 | OMC | Omnicom Group | -0.3% | EXIT | 清倉 |
| 42 | GD | General Dynamics CORP | -0.3% | -58.74% | 減碼 |
| 43 | VZ | Verizon Communications Inc | -0.4% | -58.70% | 減碼 |
| 44 | UL | Unilever PLC | -0.4% | -59.10% | 減碼 |
| 45 | CLX | Clorox Company | -1.2% | -89.62% | 減碼 |
| 46 | LMT | Lockheed Martin CORP | -1.5% | -77.87% | 減碼 |
| 47 | HSY | Hershey Co/the | -1.7% | EXIT | 清倉 |
| 48 | PEG | Public Service Enterprise Gp | -1.7% | EXIT | 清倉 |
| 49 | MSM | Msc Industrial Direct Co-a | -2% | -93.99% | 減碼 |
| 50 | MRK | Merck & Co. Inc. | -2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Martin Capital Partners, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.7億，共申報了 58 個公開持股部位。
在 Q4 2024 季度，Martin Capital Partners, LLC 按市值排列的前三大核心持股分別為：SPSB (4.3%)、IGSB (3.6%)、CFR (3.4%)。其中最大持股部位 SPSB 佔據整體投資組合約 4.3% 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
RGA
市值: US$178.8萬
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$411.0萬
在 Q4 2024 季度中，Martin Capital Partners, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 0 個部位、減碼 42 個部位以及清倉 4 個部位。 其中最大新建倉標的為 RGA。 本季清倉部位包含 MRK。
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。