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: 0001342857
申報總市值
US$18.4億
US$18.4億
1189 檔
13.7%
Q3 2024 季度申報顯示，North Star Investment Management Corp. 揭露的美股組合總市值為 US$18.4億，涵蓋 1189 個不同之權益投資部位。
Q3 2024 的申報記錄反映 North Star Investment Management Corp. 的板塊替換策略：機構本季推動了 20 筆增持與 27 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, JPM, IVW）占據了總市值的 13.7%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1189 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 | AAPL | Apple Inc | 股票-科技 | 4.17% | +0.15% | -0.65% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.96% | -0.03% | -2.28% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.51% | +0.34% | +5.12% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.20% | -1.04% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.82% | +0.06% | +1.18% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.56% | +0.07% | +2.10% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.47% | -0.04% | +6.94% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.02% | -0.34% | +29.80% | |
| 9 | ORI | Old Republic Intl CORP | 股票-金融 | 1.90% | -0.15% | +0.02% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 1.86% | -0.10% | -2.06% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.43% | +0.03% | +0.75% | |
| 12 | KKR | Kkr & Co Inc | 股票-金融 | 1.30% | -0.06% | -4.75% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.24% | -0.03% | -8.59% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.17% | +0.02% | -0.76% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.10% | -0.09% | -2.92% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 0.97% | +0.01% | -0.01% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.90% | +0.02% | +0.22% | |
| 18 | ACU | Acme United CORP | 股票-其他 | 0.87% | -0.05% | -0.93% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.87% | -0.10% | -0.25% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.85% | +0.04% | +0.69% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | +0.10% | -0.00% | |
| 22 | PAYX | Paychex Inc | 股票-科技 | 0.74% | -0.03% | -0.26% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.73% | -0.06% | -7.86% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.71% | -0.08% | +30.52% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | -0.07% | -1.86% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | -0.10% | -0.47% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.10% | -1.04% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | -2.03% | |
| 29 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.63% | -0.02% | -2.11% | |
| 30 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.63% | -0.08% | +4.39% | |
| 31 | TGT | Target CORP | 股票-循環性消費 | 0.62% | -0.01% | -0.16% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.61% | +0.02% | — | |
| 33 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 0.61% | — | — | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.60% | -0.09% | -4.14% | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 0.58% | -0.08% | -1.07% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | — | -27.81% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.56% | +0.04% | +3.83% | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 0.56% | -0.04% | -1.40% | |
| 39 | BLBD | Blue Bird CORP | 股票-其他 | 0.55% | +0.09% | -3.48% | |
| 40 | XLF | Ss Financial Select Sector | ETF-其他 | 0.55% | -0.01% | +0.70% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | +0.01% | +0.20% | |
| 42 | CODI | Compass Diversified Holdings | 股票-其他 | 0.54% | +0.01% | +1.45% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.59% | EXIT | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | -0.08% | -0.14% | |
| 45 | PSTL | Postal Realty Trust Inc- A | 股票-其他 | 0.50% | +0.07% | +1.17% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.49% | -0.03% | +0.13% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.49% | +0.09% | +0.96% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | +0.01% | +2.86% | |
| 49 | ESCA | Escalade Inc | 股票-其他 | 0.48% | -0.01% | -0.42% | |
| 50 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.48% | -0.18% | -2.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +29.80% | 加碼 |
| 2 | BX | Blackstone Inc | +0.2% | -2.06% | 減碼 |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.2% | +6.94% | 加碼 |
| 4 | AAPL | Apple Inc | +0.1% | -0.65% | 減碼 |
| 5 | ORI | Old Republic Intl CORP | +0.1% | +0.02% | 加碼 |
| 6 | KKR | Kkr & Co Inc | +0.1% | -4.75% | 減碼 |
| 7 | MUB | Ishares National Muni Bond E | +0.1% | +30.52% | 加碼 |
| 8 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +35.09% | 加碼 |
| 9 | HBB | Hamilton Beach Brand-a | +0.1% | — | 不變 |
| 10 | GRBK | Green Brick Partners Inc | +0.1% | — | 不變 |
| 11 | KBE | Ss Spdr S&p Bank ETF | +0.1% | +60.61% | 加碼 |
| 12 | AVA | Avista CORP | +0.1% | NEW | 新建倉 |
| 13 | MTN | Vail Resorts Inc | +0.1% | +3158.67% | 加碼 |
| 14 | ORCL | Oracle CORP | +0.1% | -2.92% | 減碼 |
| 15 | BOOT | Boot Barn Holdings Inc | +0.1% | — | 不變 |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +5.12% | 加碼 |
| 17 | ABBV | Abbvie Inc | +0.1% | -0.76% | 減碼 |
| 18 | USLM | United States Lime & Mineral | +0.1% | +400.00% | 加碼 |
| 19 | BBW | Build-a-bear Workshop Inc | +0.1% | -0.23% | 減碼 |
| 20 | ACU | Acme United CORP | +0.1% | -0.93% | 減碼 |
| 21 | HRL | Hormel Foods CORP | +0.1% | NEW | 新建倉 |
| 22 | SPHR | Sphere Entertainment Co | +0.1% | +2.72% | 加碼 |
| 23 | CRM | Salesforce Inc | +0.1% | +283.00% | 加碼 |
| 24 | NATR | Natures Sunshine Prods Inc | +0.1% | NEW | 新建倉 |
| 25 | VIRC | Virco Mfg Corporation | +0.1% | NEW | 新建倉 |
| 26 | ACHR | Archer Aviation Inc. | +0.1% | +0.01% | 加碼 |
| 27 | PAYX | Paychex Inc | +0.1% | -0.26% | 減碼 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.10% | 加碼 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.18% | 加碼 |
| 30 | UNP | Union Pacific CORP | 0% | -0.01% | 減碼 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +0.75% | 加碼 |
| 32 | JOUT | Johnson Outdoors Inc-a | -0.1% | -39.59% | 減碼 |
| 33 | KLG | Wk Kellogg Co | -0.1% | -96.32% | 減碼 |
| 34 | FLWS | 1-800-flowers.com Inc-cl A | -0.1% | -81.95% | 減碼 |
| 35 | MNRO | Monro Inc | -0.1% | -81.33% | 減碼 |
| 36 | QCOM | Qualcomm Inc | -0.1% | +0.96% | 加碼 |
| 37 | BA | Boeing Co/the | -0.1% | -67.54% | 減碼 |
| 38 | APA | Apa CORP | -0.1% | -80.82% | 減碼 |
| 39 | WEN | Wendy's Co/the | -0.1% | -36.00% | 減碼 |
| 40 | BLBD | Blue Bird CORP | -0.1% | -3.48% | 減碼 |
| 41 | CALY | Callaway Golf Company | -0.1% | -99.88% | 減碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.00% | 減碼 |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | -2.28% | 減碼 |
| 44 | EWJ | Ishares Msci Japan ETF | -0.2% | -82.49% | 減碼 |
| 45 | DENN | Denny's CORP | -0.2% | -46.74% | 減碼 |
| 46 | SLCAUSD | US Silica Holdings Inc | -0.2% | EXIT | 清倉 |
| 47 | VPG | Vishay Precision Group | -0.2% | -98.30% | 減碼 |
| 48 | BAC | Bank Of America CORP | -0.3% | -27.81% | 減碼 |
| 49 | MITK | Mitek Systems Inc | -0.3% | -88.56% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.3% | -1.04% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，North Star Investment Management Corp. 在 Q3 2024 季度的美股持倉總市值約為 US$18.4億，共申報了 1189 個公開持股部位。
在 Q3 2024 季度，North Star Investment Management Corp. 按市值排列的前三大核心持股分別為：AAPL (4.2%)、JPM (4.0%)、IVW (3.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.2% 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
AVA
市值: US$178.3萬
本季最大獲利了結 / 清倉標的
SLCAUSD
前期市值: US$265.9萬
在 Q3 2024 季度中，North Star Investment Management Corp. 共進行了 47 項持倉異動，包含新建倉 4 個部位、加碼 16 個部位、減碼 26 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AVA。 本季清倉部位包含 SLCAUSD。
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。