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。
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CIK: 0001342857
申報總市值
US$18.4億
US$18.4億
1221 檔
14.4%
在 Q4 2024 的 13F 官方備案中，North Star Investment Management Corp. 管理的美股投資組合規模來到 US$18.4億，整體持股檔數為 1221 檔。
觀察 Q4 2024 的資金脈絡，North Star Investment Management Corp. 在獲利結算 1 檔個股的同時，將資本重新部署至 4 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，North Star Investment Management Corp. 的前 5 大核心持股（包含 JPM, AAPL, IVW 等）合計佔整體申報市值的 14.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1221 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.49% | -0.03% | -1.02% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.41% | +0.15% | -2.27% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.69% | +0.34% | -1.48% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.97% | +0.06% | +2.31% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.91% | -0.34% | +45.54% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | -0.20% | -0.09% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.74% | +0.07% | +4.10% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.37% | -0.04% | -1.78% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 1.98% | -0.10% | -6.43% | |
| 10 | ORI | Old Republic Intl CORP | 股票-金融 | 1.95% | -0.15% | +0.02% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.49% | +0.03% | +1.58% | |
| 12 | KKR | Kkr & Co Inc | 股票-金融 | 1.33% | -0.06% | -9.78% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.09% | -0.09% | +0.57% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.06% | +0.02% | -0.15% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.01% | +0.04% | +0.11% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.98% | -0.08% | +39.04% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.97% | +0.10% | +0.54% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.94% | +0.02% | +1.41% | |
| 19 | UNP | Union Pacific CORP | 股票-工業 | 0.90% | +0.01% | -0.79% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.79% | -0.10% | +0.49% | |
| 21 | ACU | Acme United CORP | 股票-其他 | 0.78% | -0.05% | -1.10% | |
| 22 | PAYX | Paychex Inc | 股票-科技 | 0.74% | -0.03% | -5.08% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | -0.10% | +1.24% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.73% | -0.06% | +2.31% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | +0.10% | +1.18% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.66% | -0.08% | +2.80% | |
| 27 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.64% | -0.02% | — | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.63% | +0.02% | — | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | — | -1.58% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.61% | — | -6.30% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.60% | +0.04% | +1.10% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.58% | -0.09% | -1.84% | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 0.58% | -0.01% | -1.50% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | -0.07% | -8.61% | |
| 35 | CODI | Compass Diversified Holdings | 股票-其他 | 0.57% | +0.01% | +0.11% | |
| 36 | BBW | Build-a-bear Workshop Inc | 股票-其他 | 0.56% | -0.05% | — | |
| 37 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 0.56% | — | — | |
| 38 | TGT | Target CORP | 股票-循環性消費 | 0.53% | -0.01% | -1.16% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.51% | -0.08% | -1.35% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.59% | EXIT | |
| 41 | ESCA | Escalade Inc | 股票-其他 | 0.49% | -0.01% | +0.30% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | +0.01% | -0.70% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | -0.03% | +0.17% | |
| 44 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.47% | -0.18% | -0.90% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | -0.04% | +0.03% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | +0.01% | -4.22% | |
| 47 | SGC | Superior Group Of Cos Inc | 股票-其他 | 0.45% | +0.05% | — | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.45% | +0.09% | -0.06% | |
| 49 | BLBD | Blue Bird CORP | 股票-其他 | 0.45% | +0.09% | — | |
| 50 | PSTL | Postal Realty Trust Inc- A | 股票-其他 | 0.45% | +0.07% | -0.39% |
| # | 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 | +0.9% | +45.54% | 加碼 |
| 2 | JPM | Jpmorgan Chase & Co | +0.5% | -1.02% | 減碼 |
| 3 | MUB | Ishares National Muni Bond E | +0.3% | +39.04% | 加碼 |
| 4 | AAPL | Apple Inc | +0.2% | -2.27% | 減碼 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +4.10% | 加碼 |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -1.48% | 減碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +0.11% | 加碼 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +2.31% | 加碼 |
| 9 | BBW | Build-a-bear Workshop Inc | +0.1% | — | 不變 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.54% | 加碼 |
| 11 | HTO | H2o America | +0.1% | +62400.00% | 加碼 |
| 12 | LQDT | Liquidity Services Inc | +0.1% | — | 不變 |
| 13 | BX | Blackstone Inc | +0.1% | -6.43% | 減碼 |
| 14 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +3465.45% | 加碼 |
| 15 | LINC | Lincoln Educational Services | +0.1% | NEW | 新建倉 |
| 16 | BIRD | Smartbird, Inc | +0.1% | NEW | 新建倉 |
| 17 | TBCH | Turtle Beach CORP | +0.1% | +7100.00% | 加碼 |
| 18 | HCSG | Healthcare Services Group | +0.1% | +50450.00% | 加碼 |
| 19 | AMSWAUSD | American Software Inc-cl A | +0.1% | +87.27% | 加碼 |
| 20 | CRD-A | Crawford & Company -cl A | +0.1% | NEW | 新建倉 |
| 21 | ODC | Oil-dri CORP Of America | +0.1% | — | 不變 |
| 22 | LAKE | Lakeland Industries Inc | +0.1% | +0.00% | 加碼 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +3.58% | 加碼 |
| 24 | ALEX | Alexander & Baldwin Inc | +0.1% | NEW | 新建倉 |
| 25 | MSFT | Microsoft CORP | 0% | -0.09% | 減碼 |
| 26 | UNP | Union Pacific CORP | -0.1% | -0.79% | 減碼 |
| 27 | ALOT | Astronova Inc | -0.1% | -93.05% | 減碼 |
| 28 | HBB | Hamilton Beach Brand-a | -0.1% | +39.59% | 加碼 |
| 29 | TMO | Thermo Fisher Scientific Inc | -0.1% | -0.20% | 減碼 |
| 30 | RCKY | Rocky Brands Inc | -0.1% | +16.15% | 加碼 |
| 31 | LLY | Eli Lilly & Co | -0.1% | -4.22% | 減碼 |
| 32 | PEP | Pepsico Inc | -0.1% | +0.49% | 加碼 |
| 33 | ACU | Acme United CORP | -0.1% | -1.10% | 減碼 |
| 34 | TGT | Target CORP | -0.1% | -1.16% | 減碼 |
| 35 | IVE | Ishares S&p 500 Value ETF | -0.1% | -1.78% | 減碼 |
| 36 | BLBD | Blue Bird CORP | -0.1% | — | 不變 |
| 37 | AMD | Advanced Micro Devices | -0.1% | +1.88% | 加碼 |
| 38 | ABBV | Abbvie Inc | -0.1% | -0.15% | 減碼 |
| 39 | CVS | Cvs Health CORP | -0.1% | -62.73% | 減碼 |
| 40 | AMGN | Amgen Inc | -0.1% | -3.03% | 減碼 |
| 41 | DENN | Denny's CORP | -0.1% | -95.52% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.1% | -8.61% | 減碼 |
| 43 | GRBK | Green Brick Partners Inc | -0.1% | — | 不變 |
| 44 | UNH | Unitedhealth Group Inc | -0.1% | -61.98% | 減碼 |
| 45 | WEN | Wendy's Co/the | -0.2% | -81.95% | 減碼 |
| 46 | PFE | Pfizer Inc | -0.3% | -37.67% | 減碼 |
| 47 | KBE | Ss Spdr S&p Bank ETF | -0.3% | -99.09% | 減碼 |
| 48 | ACHR | Archer Aviation Inc. | -0.4% | EXIT | 清倉 |
| 49 | KRE | Ss Spdr S&p Regional Bank | -0.4% | -96.98% | 減碼 |
| 50 | BND | Vanguard Total Bond Market | -0.9% | -67.32% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，North Star Investment Management Corp. 在 Q4 2024 季度的美股持倉總市值約為 US$18.4億，共申報了 1221 個公開持股部位。
在 Q4 2024 季度，North Star Investment Management Corp. 按市值排列的前三大核心持股分別為：JPM (4.5%)、AAPL (4.4%)、IVW (3.7%)。其中最大持股部位 JPM 佔據整體投資組合約 4.5% 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
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本季最大獲利了結 / 清倉標的
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在 Q4 2024 季度中，North Star Investment Management Corp. 共進行了 45 項持倉異動，包含新建倉 4 個部位、加碼 17 個部位、減碼 23 個部位以及清倉 1 個部位。 其中最大新建倉標的為 LINC。 本季清倉部位包含 ACHR。
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。