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: 0001048921
申報總市值
US$2.4億
US$2.4億
190 檔
35.9%
Q4 2024 季度申報顯示，Mitchell Sinkler & Starr/pa 揭露的美股組合總市值為 US$2.4億，涵蓋 190 個不同之權益投資部位。
Mitchell Sinkler & Starr/pa 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 39 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, GOOGL）占據了總市值的 35.9%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 6.88% | -0.36% | -6.01% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.59% | -0.07% | -6.27% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.37% | +0.36% | +3.64% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.18% | — | -1.88% | |
| 5 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.98% | -0.21% | -12.02% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 2.82% | -0.08% | -39.77% | |
| 7 | EMR | Emerson Electric Co | 股票-工業 | 2.77% | -0.01% | -2.37% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.65% | -0.13% | -19.60% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.54% | -0.33% | -7.86% | |
| 10 | APD | Air Products & Chemicals Inc | 股票-原物料 | 2.51% | -0.03% | -11.42% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 2.51% | -0.03% | +1.16% | |
| 12 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.32% | -0.08% | -21.00% | |
| 13 | MCO | Moody's CORP | 股票-金融 | 2.24% | — | — | |
| 14 | UNP | Union Pacific CORP | 股票-工業 | 2.19% | — | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | -0.04% | -21.29% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.10% | +0.14% | +202.14% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.00% | -0.05% | -0.30% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.94% | -0.26% | -8.47% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.92% | +0.06% | -9.76% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.84% | -0.46% | +0.12% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.74% | +0.83% | +2.02% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.58% | +0.33% | -0.25% | |
| 23 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.56% | — | -1.64% | |
| 24 | CBT | Cabot CORP | 股票-原物料 | 1.47% | — | — | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 1.42% | -0.09% | -5.29% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.04% | -0.09% | EXIT | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 1.03% | — | — | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.92% | +0.43% | -5.37% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 0.90% | +0.05% | -49.19% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.86% | -0.13% | -18.44% | |
| 31 | MMM | 3m Co | 股票-工業 | 0.83% | +0.01% | +0.73% | |
| 32 | RPM | Rpm International Inc | 股票-原物料 | 0.73% | -0.02% | -40.91% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.71% | +0.10% | +0.67% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.71% | +0.04% | -46.77% | |
| 35 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.70% | -0.15% | -0.47% | |
| 36 | SYK | Stryker CORP | 股票-醫療保健 | 0.65% | -0.14% | -63.23% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | -0.07% | -28.54% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | -0.13% | +2.77% | |
| 39 | SLB | Slb LTD | 股票-能源 | 0.59% | — | -0.17% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.59% | +0.34% | +20.80% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.54% | -0.13% | +204.07% | |
| 42 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.53% | +0.03% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.06% | — | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.53% | -0.16% | -20.85% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.33% | -40.58% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | +0.12% | -21.95% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | +0.09% | -42.58% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | -0.15% | -25.08% | |
| 49 | WM | Waste Management Inc | 股票-工業 | 0.48% | -0.12% | -12.72% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | — | -0.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +3.64% | 加碼 |
| 2 | AAPL | Apple Inc | +0.7% | -6.27% | 減碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | -1.88% | 減碼 |
| 4 | EMR | Emerson Electric Co | +0.5% | -2.37% | 減碼 |
| 5 | DIS | Walt Disney Co/the | +0.4% | -0.30% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | -9.76% | 減碼 |
| 7 | ANET | Arista Networks Inc | +0.3% | NEW | 新建倉 |
| 8 | WFC | Wells Fargo & Co | +0.3% | — | 不變 |
| 9 | VGT | Vanguard Info Tech ETF | +0.2% | +20.80% | 加碼 |
| 10 | WMT | Walmart Inc | +0.2% | -5.29% | 減碼 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.02% | 加碼 |
| 12 | MSFT | Microsoft CORP | +0.1% | -6.01% | 減碼 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -18.44% | 減碼 |
| 14 | TSLA | Tesla Inc | +0.1% | -2.12% | 減碼 |
| 15 | AVGO | Broadcom Inc | +0.1% | — | 不變 |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +184.75% | 加碼 |
| 17 | CHKP | Check Point Software Technologies Ltd. | 0% | -1.64% | 減碼 |
| 18 | ABT | Abbott Laboratories | — | -12.02% | 減碼 |
| 19 | PG | Procter & Gamble Co/the | 0% | -7.86% | 減碼 |
| 20 | MA | Mastercard Inc - A | 0% | -28.54% | 減碼 |
| 21 | UNP | Union Pacific CORP | 0% | — | 不變 |
| 22 | CMCSA | Comcast Corp-class A | 0% | +0.19% | 加碼 |
| 23 | XOM | Exxon Mobil CORP | -0.1% | +0.12% | 加碼 |
| 24 | NEE | Nextera Energy Inc | -0.1% | -0.29% | 減碼 |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -20.94% | 減碼 |
| 26 | RTX | Rtx CORP | -0.1% | -20.85% | 減碼 |
| 27 | SO | Southern Co/the | -0.1% | -25.34% | 減碼 |
| 28 | HCA | Hca Healthcare Inc | -0.1% | EXIT | 清倉 |
| 29 | CVS | Cvs Health CORP | -0.1% | EXIT | 清倉 |
| 30 | APD | Air Products & Chemicals Inc | -0.1% | -11.42% | 減碼 |
| 31 | NKE | Nike Inc -cl B | -0.1% | -0.47% | 減碼 |
| 32 | DUK | Duke Energy CORP | -0.1% | -42.78% | 減碼 |
| 33 | LLY | Eli Lilly & Co | -0.1% | -21.95% | 減碼 |
| 34 | VB | Vanguard Small-cap ETF | -0.1% | -42.58% | 減碼 |
| 35 | KMB | Kimberly-clark CORP | -0.1% | -73.97% | 減碼 |
| 36 | RPM | Rpm International Inc | -0.1% | -40.91% | 減碼 |
| 37 | CVX | Chevron CORP | -0.1% | -40.58% | 減碼 |
| 38 | GOOG | Alphabet Inc-cl C | -0.2% | -67.96% | 減碼 |
| 39 | INTC | Intel CORP | -0.2% | -5.37% | 減碼 |
| 40 | KO | Coca-cola Co/the | -0.2% | -51.69% | 減碼 |
| 41 | PEP | Pepsico Inc | -0.2% | -8.47% | 減碼 |
| 42 | CBT | Cabot CORP | -0.2% | — | 不變 |
| 43 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清倉 |
| 44 | ADP | Automatic Data Processing | -0.3% | -49.19% | 減碼 |
| 45 | ABBV | Abbvie Inc | -0.3% | -46.77% | 減碼 |
| 46 | CL | Colgate-palmolive Co | -0.4% | -82.11% | 減碼 |
| 47 | SYK | Stryker CORP | -0.5% | -63.23% | 減碼 |
| 48 | JNJ | Johnson & Johnson | -0.5% | -19.60% | 減碼 |
| 49 | MRK | Merck & Co. Inc. | -0.5% | -21.00% | 減碼 |
| 50 | HD | Home Depot Inc | -0.9% | -39.77% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mitchell Sinkler & Starr/pa 在 Q4 2024 季度的美股持倉總市值約為 US$2.4億，共申報了 190 個公開持股部位。
在 Q4 2024 季度，Mitchell Sinkler & Starr/pa 按市值排列的前三大核心持股分別為：MSFT (6.9%)、AAPL (6.6%)、GOOGL (3.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.9% 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
ANET
市值: US$102.2萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$87.9萬
在 Q4 2024 季度中，Mitchell Sinkler & Starr/pa 共進行了 46 項持倉異動，包含新建倉 1 個部位、加碼 6 個部位、減碼 36 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。