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: 0001904893
申報總市值
US$153.6億
US$153.6億
44 檔
15.0%
PineStone Asset Management Inc. 在 Q1 2024 季度的美股部位總計估值為 US$153.6億，分散於 44 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 PineStone Asset Management Inc. 於 Q1 2024 季度持續回收資金，對 25 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 MSFT, TSM, GOOGL）累計市值佔比達 15.0%，是驅動 PineStone Asset Management Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 9.26% | +2.18% | -42.09% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 7.79% | -0.87% | -30.86% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.97% | -0.53% | -42.77% | |
| 4 | AZO | Autozone Inc | 股票-循環性消費 | 6.54% | -0.45% | -39.30% | |
| 5 | MCO | Moody's CORP | 股票-金融 | 6.09% | +0.17% | -45.12% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 5.54% | +0.61% | -43.91% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 4.49% | -0.09% | -38.29% | |
| 8 | SHW | Sherwin-williams Co/the | 股票-原物料 | 3.82% | -0.12% | -42.16% | |
| 9 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.77% | -0.36% | -44.44% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.39% | -0.09% | -36.75% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 3.38% | — | -39.60% | |
| 12 | CME | Cme Group Inc | 股票-金融 | 3.26% | +0.74% | -39.34% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.96% | +0.10% | -36.52% | |
| 14 | OTIS | Otis Worldwide CORP | 股票-工業 | 2.96% | -0.21% | -43.89% | |
| 15 | MSCI | Msci Inc | 股票-金融 | 2.84% | -0.13% | -43.54% | |
| 16 | GGG | Graco Inc | 股票-工業 | 2.64% | +0.05% | -42.97% | |
| 17 | CARR | Carrier Global CORP | 股票-工業 | 2.48% | -0.68% | -43.66% | |
| 18 | MTD | Mettler-toledo International | 股票-醫療保健 | 2.42% | +0.55% | -42.10% | |
| 19 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.22% | -0.68% | +3.75% | |
| 20 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 2.19% | — | -42.96% | |
| 21 | SPGI | S&p Global Inc | 股票-金融 | 1.94% | -0.03% | +46.28% | |
| 22 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.85% | +0.01% | -36.93% | |
| 23 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.70% | — | -42.10% | |
| 24 | ADI | Analog Devices Inc | 股票-科技 | 1.43% | +0.10% | +5.46% | |
| 25 | MIDD | Middleby CORP | 股票-工業 | 1.40% | — | +10.75% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 1.39% | — | +29.70% | |
| 27 | FDS | Factset Research Systems Inc | 股票-金融 | 1.29% | — | +8.87% | |
| 28 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.85% | -0.07% | +15.87% | |
| 29 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.53% | — | -59.41% | |
| 30 | WH | Wyndham Hotels & Resorts Inc | 股票-循環性消費 | 0.30% | — | EXIT | |
| 31 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.25% | — | -9.67% | |
| 32 | BRKR | Bruker CORP | 股票-醫療保健 | 0.24% | — | -0.30% | |
| 33 | DCI | Donaldson Co Inc | 股票-工業 | 0.22% | — | +4.17% | |
| 34 | JBTM | Jbt Marel CORP | 股票-工業 | 0.22% | — | +29.70% | |
| 35 | SSD | Simpson Manufacturing Co Inc | 股票-原物料 | 0.21% | — | +20.19% | |
| 36 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 0.20% | -0.01% | EXIT | |
| 37 | TREX | Trex Company Inc | 股票-工業 | 0.18% | — | -13.95% | |
| 38 | IPAR | Interparfums Inc | 股票-其他 | 0.18% | — | +6.38% | |
| 39 | EXPO | Exponent Inc | 股票-工業 | 0.15% | — | +5.38% | |
| 40 | WDFC | Wd-40 Co | 股票-原物料 | 0.14% | -0.01% | +2.94% | |
| 41 | NRC | Nrc Health | 股票-其他 | 0.11% | — | +11.04% | |
| 42 | FOXF | Fox Factory Holding CORP | 股票-其他 | 0.09% | — | +10.47% | |
| 43 | POWI | Power Integrations Inc | 股票-科技 | 0.09% | — | +25.76% | |
| 44 | XPEL | Xpel Inc | 股票-其他 | 0.07% | — | +16.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2% | -30.86% | 減碼 |
| 2 | SPGI | S&p Global Inc | +1% | +46.28% | 加碼 |
| 3 | LOW | Lowe's Cos Inc | +1% | +3.75% | 加碼 |
| 4 | MIDD | Middleby CORP | +0.6% | +10.75% | 加碼 |
| 5 | AZO | Autozone Inc | +0.6% | -39.30% | 減碼 |
| 6 | ADBE | Adobe Inc | +0.5% | +29.70% | 加碼 |
| 7 | ADI | Analog Devices Inc | +0.5% | +5.46% | 加碼 |
| 8 | FDS | Factset Research Systems Inc | +0.5% | +8.87% | 加碼 |
| 9 | CL | Colgate-palmolive Co | +0.4% | +15.87% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.2% | -39.60% | 減碼 |
| 11 | JBTM | Jbt Marel CORP | +0.1% | +29.70% | 加碼 |
| 12 | BRKR | Bruker CORP | +0.1% | -0.30% | 減碼 |
| 13 | MEDP | Medpace Holdings Inc | +0.1% | -9.67% | 減碼 |
| 14 | SSD | Simpson Manufacturing Co Inc | +0.1% | +20.19% | 加碼 |
| 15 | DCI | Donaldson Co Inc | +0.1% | +4.17% | 加碼 |
| 16 | WH | Wyndham Hotels & Resorts Inc | +0.1% | +5.27% | 加碼 |
| 17 | FND | Floor & Decor Holdings Inc-a | +0.1% | +2.32% | 加碼 |
| 18 | IPAR | Interparfums Inc | +0.1% | +6.38% | 加碼 |
| 19 | TREX | Trex Company Inc | +0.1% | -13.95% | 減碼 |
| 20 | WDFC | Wd-40 Co | +0.1% | +2.94% | 加碼 |
| 21 | EXPO | Exponent Inc | +0.1% | +5.38% | 加碼 |
| 22 | NRC | Nrc Health | 0% | +11.04% | 加碼 |
| 23 | XPEL | Xpel Inc | 0% | +16.05% | 加碼 |
| 24 | POWI | Power Integrations Inc | 0% | +25.76% | 加碼 |
| 25 | FOXF | Fox Factory Holding CORP | 0% | +10.47% | 加碼 |
| 26 | PEP | Pepsico Inc | -0.1% | -36.75% | 減碼 |
| 27 | MTD | Mettler-toledo International | -0.2% | -42.10% | 減碼 |
| 28 | JNJ | Johnson & Johnson | -0.2% | -36.52% | 減碼 |
| 29 | SHW | Sherwin-williams Co/the | -0.2% | -42.16% | 減碼 |
| 30 | OTIS | Otis Worldwide CORP | -0.3% | -43.89% | 減碼 |
| 31 | GGG | Graco Inc | -0.3% | -42.97% | 減碼 |
| 32 | CME | Cme Group Inc | -0.3% | -39.34% | 減碼 |
| 33 | KVUE | Kenvue Inc | -0.4% | -59.41% | 減碼 |
| 34 | MA | Mastercard Inc - A | -0.4% | -43.91% | 減碼 |
| 35 | BDX | Becton Dickinson And Co | -0.4% | -42.96% | 減碼 |
| 36 | MSFT | Microsoft CORP | -0.4% | -42.09% | 減碼 |
| 37 | CARR | Carrier Global CORP | -0.5% | -43.66% | 減碼 |
| 38 | TJX | Tjx Companies Inc | -0.5% | -44.44% | 減碼 |
| 39 | HDB | Hdfc Bank Ltd-adr | -0.5% | -36.93% | 減碼 |
| 40 | MSCI | Msci Inc | -0.6% | -43.54% | 減碼 |
| 41 | NKE | Nike Inc -cl B | -0.6% | -42.10% | 減碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.6% | -42.77% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.7% | -38.29% | 減碼 |
| 44 | MCO | Moody's CORP | -1.4% | -45.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，PineStone Asset Management Inc. 在 Q1 2024 季度的美股持倉總市值約為 US$153.6億，共申報了 44 個公開持股部位。
在 Q1 2024 季度，PineStone Asset Management Inc. 按市值排列的前三大核心持股分別為：MSFT (9.3%)、TSM (7.8%)、GOOGL (7.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.3% 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。
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$9.0億
在 Q1 2024 季度中，PineStone Asset Management Inc. 共進行了 44 項持倉異動，包含新建倉 0 個部位、加碼 19 個部位、減碼 25 個部位以及清倉 0 個部位。
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。