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: 0001665198
申報總市值
US$45.2億
US$45.2億
1214 檔
69.8%
根據最新整理的 13F 季度數據集，NorthCoast Asset Management LLC 於 Q4 2024 結束時的管理資產規模為 US$45.2億。該機構在本季度申報了 1214 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，NorthCoast Asset Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 146 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，NorthCoast Asset Management LLC 的前 5 大持股（包含 EQTY, AAPL, AMZN）貢獻了組合市值的 69.8%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 1214 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 | EQTY | Kovitz Core Equity ETF | ETF-其他 | 5.33% | — | -0.19% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.36% | -0.01% | +19.09% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.43% | +0.22% | +23.63% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.37% | +37.81% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.98% | -1.38% | -3.79% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.77% | +0.51% | +81.54% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.59% | +0.14% | +25.22% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.48% | -0.14% | +7.06% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | +0.18% | +359.28% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | — | +20.84% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.28% | — | +8.26% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.27% | — | -0.18% | |
| 13 | KEYS | Keysight Technologies In | 股票-科技 | 1.26% | — | +59.63% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.23% | — | +23.25% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.22% | -0.01% | +958.23% | |
| 16 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.21% | — | +90.26% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.14% | +0.09% | +0.05% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.06% | -0.06% | +21.06% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.02% | +6.76% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | -0.02% | +9.57% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.37% | +4.83% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.96% | — | +2.17% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.87% | +0.36% | +93.84% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.87% | -0.71% | -14.95% | |
| 25 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.87% | — | +12.37% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.86% | +0.68% | +1045.05% | |
| 27 | APO | Apollo Global Management Inc | 股票-金融 | 0.86% | +0.01% | +3257.19% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.83% | -0.04% | +21.81% | |
| 29 | ICE | Intercontinental Exchange In | 股票-金融 | 0.81% | +0.26% | +27.36% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.80% | — | +81859.18% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | -0.02% | +4.44% | |
| 32 | PM | Philip Morris International | 股票-非循環性消費 | 0.75% | -0.04% | +9.60% | |
| 33 | PH | Parker Hannifin CORP | 股票-工業 | 0.75% | +0.03% | +622.13% | |
| 34 | J | Jacobs Solutions Inc | 股票-工業 | 0.74% | — | +9.15% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.72% | -0.06% | +9.43% | |
| 36 | FISV | Fiserv Inc | 股票-其他 | 0.72% | — | +12.92% | |
| 37 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.69% | — | +4180.48% | |
| 38 | BX | Blackstone Inc | 股票-金融 | 0.67% | — | +683.91% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.65% | -0.09% | +506.25% | |
| 40 | KMX | Carmax Inc | 股票-循環性消費 | 0.64% | +0.01% | +8.72% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.63% | +0.16% | -8.98% | |
| 42 | PCAR | Paccar Inc | 股票-工業 | 0.60% | — | +3.83% | |
| 43 | PPG | Ppg Industries Inc | 股票-原物料 | 0.59% | — | +36.03% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.59% | -0.06% | +13.93% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.59% | -0.03% | +322.09% | |
| 46 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.56% | +0.07% | NEW | |
| 47 | GXO | Gxo Logistics Inc | 股票-工業 | 0.56% | — | +28112.60% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.55% | — | -3.53% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.55% | +0.85% | +31.15% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.53% | — | +0.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.2% | +359.28% | 加碼 |
| 2 | TMO | Thermo Fisher Scientific Inc | +1.1% | +958.23% | 加碼 |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.9% | +23.25% | 加碼 |
| 4 | IWF | Ishares Russell 1000 Growth | +0.8% | -0.18% | 減碼 |
| 5 | APO | Apollo Global Management Inc | +0.8% | +3257.19% | 加碼 |
| 6 | SCHG | Schwab US Large-cap Growth | +0.8% | +81859.18% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.7% | +1045.05% | 加碼 |
| 8 | AJG | Arthur J Gallagher & Co | +0.7% | +4180.48% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.6% | +81.54% | 加碼 |
| 10 | PH | Parker Hannifin CORP | +0.6% | +622.13% | 加碼 |
| 11 | BX | Blackstone Inc | +0.6% | +683.91% | 加碼 |
| 12 | LULU | Lululemon Athletica Inc | +0.6% | +9067.17% | 加碼 |
| 13 | GXO | Gxo Logistics Inc | +0.6% | +28112.60% | 加碼 |
| 14 | ZBRA | Zebra Technologies Corp-cl A | +0.5% | NEW | 新建倉 |
| 15 | MRK | Merck & Co. Inc. | +0.5% | +506.25% | 加碼 |
| 16 | ANET | Arista Networks Inc | +0.5% | NEW | 新建倉 |
| 17 | SBUX | Starbucks CORP | +0.5% | +994.67% | 加碼 |
| 18 | RTX | Rtx CORP | +0.4% | +949.28% | 加碼 |
| 19 | ABT | Abbott Laboratories | +0.4% | +322.09% | 加碼 |
| 20 | IVE | Ishares S&p 500 Value ETF | +0.4% | -3.53% | 減碼 |
| 21 | DE | Deere & Co | +0.4% | +406.93% | 加碼 |
| 22 | STZ | Constellation Brands Inc-a | +0.4% | +854.20% | 加碼 |
| 23 | NVDA | Nvidia CORP | +0.3% | +20.84% | 加碼 |
| 24 | PNC | Pnc Financial Services Group | +0.3% | +490.52% | 加碼 |
| 25 | AMTM | Amentum Holdings Inc | +0.3% | +2234.56% | 加碼 |
| 26 | DHR | Danaher CORP | +0.3% | +522.34% | 加碼 |
| 27 | IWD | Ishares Russell 1000 Value E | +0.3% | +4.44% | 加碼 |
| 28 | IVW | Ishares S&p 500 Growth ETF | +0.3% | -1.51% | 減碼 |
| 29 | AAPL | Apple Inc | +0.2% | +19.09% | 加碼 |
| 30 | AMZN | Amazon.com Inc | +0.2% | +23.63% | 加碼 |
| 31 | LOW | Lowe's Cos Inc | +0.2% | +90.26% | 加碼 |
| 32 | SCHF | Schwab Intl Equity ETF | +0.2% | +12427.61% | 加碼 |
| 33 | PDEC | Innovator U.s. Equity Power | +0.2% | +9.53% | 加碼 |
| 34 | MSFT | Microsoft CORP | +0.2% | +37.81% | 加碼 |
| 35 | CIEN | Ciena CORP | +0.2% | NEW | 新建倉 |
| 36 | UNH | Unitedhealth Group Inc | +0.2% | +93.84% | 加碼 |
| 37 | GNMA | Ishares Gnma Bond ETF | +0.2% | NEW | 新建倉 |
| 38 | UBER | Uber Technologies Inc | +0.2% | +835.23% | 加碼 |
| 39 | KEYS | Keysight Technologies In | +0.1% | +59.63% | 加碼 |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +1324.73% | 加碼 |
| 41 | ERIE | Erie Indemnity Company-cl A | +0.1% | NEW | 新建倉 |
| 42 | CLOZ | Eldridge Bbb-b Clo ETF | +0.1% | +211.18% | 加碼 |
| 43 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.26% | 加碼 |
| 44 | CCL1EUR | Carnival CORP LTD | +0.1% | +2259.60% | 加碼 |
| 45 | COHR | Coherent CORP | +0.1% | NEW | 新建倉 |
| 46 | CHDN | Churchill Downs Inc | +0.1% | +0.18% | 加碼 |
| 47 | EOI | Eaton Vance Enhanced Eq Incm | +0.1% | +2787.15% | 加碼 |
| 48 | BNY | Bank Of New York Mellon CORP | +0.1% | +148.42% | 加碼 |
| 49 | MRSH | Marsh & Mclennan Cos | +0.1% | +673.82% | 加碼 |
| 50 | CII | Blackrock Enhan Lrg Cap Core | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，NorthCoast Asset Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$45.2億，共申報了 1214 個公開持股部位。
在 Q4 2024 季度，NorthCoast Asset Management LLC 按市值排列的前三大核心持股分別為：EQTY (5.3%)、AAPL (3.4%)、AMZN (2.4%)。其中最大持股部位 EQTY 佔據整體投資組合約 5.3% 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
ZBRA
市值: US$1.1億
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$1.2億
在 Q4 2024 季度中，NorthCoast Asset Management LLC 共進行了 199 項持倉異動，包含新建倉 16 個部位、加碼 130 個部位、減碼 48 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ZBRA。 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。