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: 0001755987
申報總市值
US$10.3億
US$10.3億
392 檔
1.8%
在 Q4 2024 的 13F 官方備案中，Oak Thistle LLC 管理的美股投資組合規模來到 US$10.3億，整體持股檔數為 392 檔。
在 Q4 2024 期間，Oak Thistle LLC 展現了靈活的資產再平衡步調，透過出清 19 檔弱勢或達到目標價部位，將資金轉置於 18 檔新建倉標的之中。
在資產配置集中度方面，Oak Thistle LLC 的前 5 大核心持股（包含 EPAM, MSFT, OKTA 等）合計佔整體申報市值的 1.8%，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 392 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 | EPAM | Epam Systems Inc | 股票-科技 | 1.50% | +0.22% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | -0.27% | EXIT | |
| 3 | OKTA | Okta Inc | 股票-科技 | 0.92% | -0.29% | EXIT | |
| 4 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 0.92% | +0.21% | — | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 0.90% | -0.64% | EXIT | |
| 6 | MCK | Mckesson CORP | 股票-醫療保健 | 0.87% | +0.33% | +3.73% | |
| 7 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.85% | +0.31% | NEW | |
| 8 | WDAY | Workday Inc-class A | 股票-科技 | 0.84% | — | +70.82% | |
| 9 | LHX | L3harris Technologies Inc | 股票-工業 | 0.81% | +0.21% | NEW | |
| 10 | PM | Philip Morris International | 股票-非循環性消費 | 0.80% | -0.09% | +99.39% | |
| 11 | FICO | Fair Isaac CORP | 股票-科技 | 0.77% | +0.11% | NEW | |
| 12 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.75% | -0.19% | EXIT | |
| 13 | FAST | Fastenal Co | 股票-工業 | 0.72% | — | +331.85% | |
| 14 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.68% | -0.11% | — | |
| 15 | AAPL | Apple Inc | 股票-科技 | 0.67% | -0.06% | — | |
| 16 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.65% | +0.07% | NEW | |
| 17 | ATR | Aptargroup Inc | 股票-醫療保健 | 0.65% | -0.17% | — | |
| 18 | TRGP | Targa Resources CORP | 股票-能源 | 0.65% | +0.09% | NEW | |
| 19 | PGR | Progressive CORP | 股票-金融 | 0.64% | — | +190.07% | |
| 20 | MSCI | Msci Inc | 股票-金融 | 0.64% | +0.03% | -12.38% | |
| 21 | MAS | Masco CORP | 股票-工業 | 0.63% | +0.17% | NEW | |
| 22 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.63% | -0.37% | EXIT | |
| 23 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.62% | -0.10% | EXIT | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.61% | — | +350.60% | |
| 25 | ACN | Accenture plc | 股票-科技 | 0.60% | -0.24% | EXIT | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | +0.29% | NEW | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.57% | +0.70% | NEW | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.57% | — | — | |
| 29 | TFX | Teleflex Inc | 股票-醫療保健 | 0.57% | +0.10% | NEW | |
| 30 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.56% | — | — | |
| 31 | PLNT | Planet Fitness Inc - Cl A | 股票-循環性消費 | 0.56% | -0.22% | -15.32% | |
| 32 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.54% | — | -32.43% | |
| 33 | COLB | Columbia Banking System Inc | 股票-金融 | 0.53% | — | — | |
| 34 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.52% | +0.14% | NEW | |
| 35 | XYZ | Block Inc | 股票-金融 | 0.52% | -0.08% | EXIT | |
| 36 | STLD | Steel Dynamics Inc | 股票-原物料 | 0.51% | — | — | |
| 37 | STE | STERIS plc | 股票-醫療保健 | 0.51% | — | +592.98% | |
| 38 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.51% | +0.35% | +660.37% | |
| 39 | FIVE | Five Below | 股票-循環性消費 | 0.50% | +0.13% | +3.04% | |
| 40 | MO | Altria Group Inc | 股票-非循環性消費 | 0.50% | -0.15% | EXIT | |
| 41 | NSC | Norfolk Southern CORP | 股票-工業 | 0.49% | — | +260.44% | |
| 42 | CPNG | Coupang Inc | 股票-循環性消費 | 0.49% | +0.43% | — | |
| 43 | CNM | Core & Main Inc-class A | 股票-工業 | 0.48% | +0.15% | NEW | |
| 44 | ST | Sensata Technologies Holding plc | 股票-科技 | 0.48% | — | +326.81% | |
| 45 | HRB | H&r Block Inc | 股票-循環性消費 | 0.48% | +0.15% | NEW | |
| 46 | LNG | Cheniere Energy Inc | 股票-能源 | 0.48% | -0.21% | +36.12% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.47% | -0.63% | — | |
| 48 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.47% | — | +169.10% | |
| 49 | NWL | Newell Brands Inc | 股票-非循環性消費 | 0.46% | — | +31.72% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.46% | — | +72.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EPAM | Epam Systems Inc | +1.5% | NEW | 新建倉 |
| 2 | MSFT | Microsoft CORP | +1% | +830.63% | 加碼 |
| 3 | WYNN | Wynn Resorts LTD | +0.9% | NEW | 新建倉 |
| 4 | TSLA | Tesla Inc | +0.9% | NEW | 新建倉 |
| 5 | LHX | L3harris Technologies Inc | +0.8% | NEW | 新建倉 |
| 6 | OKTA | Okta Inc | +0.7% | +395.36% | 加碼 |
| 7 | OTIS | Otis Worldwide CORP | +0.7% | NEW | 新建倉 |
| 8 | VEEV | Veeva Systems Inc-class A | +0.7% | +789.85% | 加碼 |
| 9 | AAPL | Apple Inc | +0.7% | NEW | 新建倉 |
| 10 | ATR | Aptargroup Inc | +0.7% | NEW | 新建倉 |
| 11 | EHC | Encompass Health CORP | +0.6% | NEW | 新建倉 |
| 12 | FICO | Fair Isaac CORP | +0.6% | +323.70% | 加碼 |
| 13 | AMD | Advanced Micro Devices | +0.6% | NEW | 新建倉 |
| 14 | VZ | Verizon Communications Inc | +0.6% | NEW | 新建倉 |
| 15 | EA | Electronic Arts Inc | +0.6% | NEW | 新建倉 |
| 16 | OWL | Blue Owl Capital Inc | +0.6% | +474.61% | 加碼 |
| 17 | HCA | Hca Healthcare Inc | +0.6% | +1042.86% | 加碼 |
| 18 | FAST | Fastenal Co | +0.5% | +331.85% | 加碼 |
| 19 | COLB | Columbia Banking System Inc | +0.5% | NEW | 新建倉 |
| 20 | BWXT | Bwx Technologies Inc | +0.5% | NEW | 新建倉 |
| 21 | STLD | Steel Dynamics Inc | +0.5% | NEW | 新建倉 |
| 22 | CPNG | Coupang Inc | +0.5% | NEW | 新建倉 |
| 23 | CNM | Core & Main Inc-class A | +0.5% | NEW | 新建倉 |
| 24 | HRB | H&r Block Inc | +0.5% | NEW | 新建倉 |
| 25 | ORLY | O'reilly Automotive Inc | +0.5% | +135.64% | 加碼 |
| 26 | AMAT | Applied Materials Inc | +0.5% | NEW | 新建倉 |
| 27 | MRSH | Marsh & Mclennan Cos | +0.5% | +350.60% | 加碼 |
| 28 | AJG | Arthur J Gallagher & Co | -0.5% | EXIT | 清倉 |
| 29 | SBUX | Starbucks CORP | -0.5% | EXIT | 清倉 |
| 30 | BURL | Burlington Stores Inc | -0.5% | EXIT | 清倉 |
| 31 | ICE | Intercontinental Exchange In | -0.5% | EXIT | 清倉 |
| 32 | DRI | Darden Restaurants Inc | -0.5% | EXIT | 清倉 |
| 33 | KBR | Kbr Inc | -0.5% | EXIT | 清倉 |
| 34 | F | Ford Motor Co | -0.5% | EXIT | 清倉 |
| 35 | WMB | Williams Cos Inc | -0.5% | -83.44% | 減碼 |
| 36 | OSK | Oshkosh CORP | -0.6% | EXIT | 清倉 |
| 37 | SSNC | Ss&c Technologies Holdings | -0.6% | EXIT | 清倉 |
| 38 | DHI | Dr Horton Inc | -0.6% | EXIT | 清倉 |
| 39 | L | Loews CORP | -0.6% | EXIT | 清倉 |
| 40 | TSN | Tyson Foods Inc-cl A | -0.6% | -59.62% | 減碼 |
| 41 | ELV | Elevance Health Inc | -0.6% | EXIT | 清倉 |
| 42 | EW | Edwards Lifesciences CORP | -0.7% | EXIT | 清倉 |
| 43 | QRVO | Qorvo Inc | -0.7% | -85.84% | 減碼 |
| 44 | EFX | Equifax Inc | -0.7% | EXIT | 清倉 |
| 45 | ADP | Automatic Data Processing | -0.7% | EXIT | 清倉 |
| 46 | INTU | Intuit Inc | -0.7% | EXIT | 清倉 |
| 47 | FHN | First Horizon CORP | -0.7% | EXIT | 清倉 |
| 48 | APG | Api Group CORP | -0.7% | EXIT | 清倉 |
| 49 | DXCM | Dexcom Inc | -0.7% | -84.64% | 減碼 |
| 50 | EQH | Equitable Holdings Inc | -0.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Oak Thistle LLC 在 Q4 2024 季度的美股持倉總市值約為 US$10.3億，共申報了 392 個公開持股部位。
在 Q4 2024 季度，Oak Thistle LLC 按市值排列的前三大核心持股分別為：EPAM (1.5%)、MSFT (1.2%)、OKTA (0.9%)。其中最大持股部位 EPAM 佔據整體投資組合約 1.5% 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
EPAM
市值: US$505.8萬
本季最大獲利了結 / 清倉標的
EQH
前期市值: US$278.2萬
在 Q4 2024 季度中，Oak Thistle LLC 共進行了 50 項持倉異動，包含新建倉 18 個部位、加碼 9 個部位、減碼 4 個部位以及清倉 19 個部位。 其中最大新建倉標的為 EPAM。 本季清倉部位包含 EQH。
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。