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: 0001005607
申報總市值
US$18.0億
US$18.0億
218 檔
18.7%
在 Q4 2024 申報期間，Osborne Partners Capital Management, LLC（CIK: 0001005607）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$18.0億，共持有 218 個公開申報部位。
Osborne Partners Capital Management, LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 26 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 VEU, AAPL, MSFT）累計市值佔比達 18.7%，是驅動 Osborne Partners Capital Management, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 218 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.83% | +1.24% | +2.15% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.99% | +0.05% | -0.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.58% | -0.13% | +4.69% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.97% | +0.53% | +1.61% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.07% | +0.21% | +0.45% | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.92% | +0.39% | +2.67% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.82% | +0.30% | +2.14% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.77% | +0.26% | +17.48% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | -0.02% | -2.46% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.68% | -0.41% | -10.07% | |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.65% | -0.01% | +3.07% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.65% | +0.47% | -4.32% | |
| 13 | RWX | State Street Spdr Dow Jones | ETF-其他 | 1.64% | +0.14% | +0.42% | |
| 14 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 1.40% | -0.10% | +0.41% | |
| 15 | EWN | Ishares Msci Netherlands ETF | ETF-其他 | 1.35% | +0.33% | +2.45% | |
| 16 | DAX | Global X Dax Germany ETF | ETF-其他 | 1.28% | +0.16% | +1.05% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | +0.20% | -0.24% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.25% | -0.19% | +2.13% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.25% | +0.16% | -15.75% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 1.20% | -0.16% | -0.91% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.16% | -0.11% | +99.84% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.12% | +0.05% | -0.27% | |
| 23 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.01% | -0.15% | -0.06% | |
| 24 | LNG | Cheniere Energy Inc | 股票-能源 | 0.95% | -0.21% | -0.41% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.95% | +0.06% | +2.82% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.93% | +0.09% | -3.28% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.76% | — | |
| 28 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.90% | +0.09% | +1.17% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | -0.05% | -0.58% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.88% | +0.02% | +2.44% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.88% | -0.32% | +0.95% | |
| 32 | GXC | State Street Spdr S&p China | ETF-新興市場 | 0.85% | -0.01% | +0.30% | |
| 33 | PLNT | Planet Fitness Inc - Cl A | 股票-循環性消費 | 0.85% | -0.13% | +0.03% | |
| 34 | INCO | Columbia India Consumer ETF | ETF-其他 | 0.85% | — | -1.12% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.83% | +0.02% | -0.24% | |
| 36 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.82% | -0.08% | +26.82% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.79% | -0.12% | +0.60% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.79% | -0.79% | -0.25% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.78% | -0.10% | +1.12% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.78% | -0.06% | +1.06% | |
| 41 | CNC | Centene CORP | 股票-醫療保健 | 0.78% | +0.01% | NEW | |
| 42 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 0.75% | -0.01% | +0.26% | |
| 43 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.74% | +0.09% | +0.86% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | -0.41% | -0.33% | |
| 45 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.73% | +0.21% | -0.31% | |
| 46 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.72% | +0.09% | -3.26% | |
| 47 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.72% | +0.11% | -0.48% | |
| 48 | NICE | Nice LTD - Spon Adr | 股票-科技 | 0.69% | — | +2.79% | |
| 49 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.67% | -0.26% | +1.24% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | +0.51% | +4.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.4% | +17.48% | 加碼 |
| 2 | AAPL | Apple Inc | +0.3% | -0.42% | 減碼 |
| 3 | ASML | ASML Holding N.V. | +0.3% | NEW | 新建倉 |
| 4 | WSC | Willscot Holdings CORP | +0.3% | +93.99% | 加碼 |
| 5 | LKQ | Lkq CORP | +0.2% | +87.74% | 加碼 |
| 6 | CRM | Salesforce Inc | +0.2% | -0.91% | 減碼 |
| 7 | PLD | Prologis Inc | +0.2% | NEW | 新建倉 |
| 8 | ICLR | ICON Public Limited Company | +0.2% | +131.16% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -2.46% | 減碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.24% | 減碼 |
| 11 | LNG | Cheniere Energy Inc | +0.2% | -0.41% | 減碼 |
| 12 | PLNT | Planet Fitness Inc - Cl A | +0.2% | +0.03% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | -4.32% | 減碼 |
| 14 | MSFT | Microsoft CORP | +0.2% | +4.69% | 加碼 |
| 15 | KMI | Kinder Morgan, Inc. | +0.1% | -1.70% | 減碼 |
| 16 | DIS | Walt Disney Co/the | +0.1% | -0.24% | 減碼 |
| 17 | V | Visa Inc-class A Shares | +0.1% | -0.58% | 減碼 |
| 18 | XYZ | Block Inc | +0.1% | +0.33% | 加碼 |
| 19 | BKNG | Booking Holdings Inc | +0.1% | -3.26% | 減碼 |
| 20 | WMT | Walmart Inc | +0.1% | -0.25% | 減碼 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +99.84% | 加碼 |
| 22 | TCOM | Trip.com Group Ltd-adr | +0.1% | -1.63% | 減碼 |
| 23 | EWJ | Ishares Msci Japan ETF | 0% | +2.67% | 加碼 |
| 24 | GXC | State Street Spdr S&p China | -0.1% | +0.30% | 加碼 |
| 25 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +2.82% | 加碼 |
| 26 | VOO | Vanguard S&P 500 ETF | -0.1% | -33.11% | 減碼 |
| 27 | BWA | Borgwarner Inc | -0.1% | +1.24% | 加碼 |
| 28 | APO | Apollo Global Management Inc | -0.1% | -39.88% | 減碼 |
| 29 | NXPI | NXP Semiconductors N.V. | -0.1% | -0.48% | 減碼 |
| 30 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | -3.28% | 減碼 |
| 31 | FMC | Fmc CORP | -0.1% | +1.65% | 加碼 |
| 32 | CNC | Centene CORP | -0.1% | +4.99% | 加碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | +2.44% | 加碼 |
| 34 | BABA | Alibaba Group Holding-sp Adr | -0.1% | +0.70% | 加碼 |
| 35 | VNQ | Vanguard Real Estate ETF | -0.1% | +0.45% | 加碼 |
| 36 | EWN | Ishares Msci Netherlands ETF | -0.1% | +2.45% | 加碼 |
| 37 | CZR | Caesars Entertainment Inc | -0.1% | +1.87% | 加碼 |
| 38 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +1.61% | 加碼 |
| 39 | VGK | Vanguard Ftse Europe ETF | -0.1% | +2.14% | 加碼 |
| 40 | INCO | Columbia India Consumer ETF | -0.2% | -1.12% | 減碼 |
| 41 | ICSH | Ishares Ultra Short Duration | -0.2% | -10.07% | 減碼 |
| 42 | ILF | Ishares Latin America 40 ETF | -0.2% | +0.26% | 加碼 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -15.75% | 減碼 |
| 44 | AMD | Advanced Micro Devices | -0.2% | +4.95% | 加碼 |
| 45 | XRAY | Dentsply Sirona Inc | -0.2% | -10.09% | 減碼 |
| 46 | DHR | Danaher CORP | -0.2% | +2.13% | 加碼 |
| 47 | CVS | Cvs Health CORP | -0.2% | -1.11% | 減碼 |
| 48 | NKE | Nike Inc -cl B | -0.2% | -31.22% | 減碼 |
| 49 | RWX | State Street Spdr Dow Jones | -0.3% | +0.42% | 加碼 |
| 50 | VEU | Vanguard Ftse All-world Ex-u | -0.4% | +2.15% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Osborne Partners Capital Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$18.0億，共申報了 218 個公開持股部位。
在 Q4 2024 季度，Osborne Partners Capital Management, LLC 按市值排列的前三大核心持股分別為：VEU (6.8%)、AAPL (4.0%)、MSFT (3.6%)。其中最大持股部位 VEU 佔據整體投資組合約 6.8% 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
ASML
市值: US$488.0萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$6449.4萬
在 Q4 2024 季度中，Osborne Partners Capital Management, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 26 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ASML。
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。