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: 0001664771
申報總市值
US$2.3億
US$2.3億
44 檔
20.1%
在 Q3 2024 申報期間，Sitrin Capital Management LLC（CIK: 0001664771）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$2.3億，共持有 44 個公開申報部位。
在 Q3 2024，Sitrin Capital Management LLC 進行了溫和的常態性持倉調整（包含新建倉 3 檔、加碼 16 檔、減碼 20 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 AAPL, WMT, COST）累計市值佔比達 20.1%，是驅動 Sitrin Capital Management LLC 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 | AAPL | Apple Inc | 股票-科技 | 5.88% | — | +30.95% | |
| 2 | WMT | Walmart Inc | 股票-非循環性消費 | 4.48% | -0.92% | -1.25% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 4.26% | -0.62% | +0.21% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.17% | -0.01% | -19.53% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.86% | -0.12% | -0.53% | |
| 6 | MAS | Masco CORP | 股票-工業 | 3.69% | +0.39% | -0.69% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.69% | -0.25% | +3.50% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.66% | -0.14% | -1.06% | |
| 9 | AMGN | Amgen Inc | 股票-醫療保健 | 3.63% | -0.35% | -0.39% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.35% | — | +5.47% | |
| 11 | AIG | American International Group | 股票-金融 | 3.33% | -0.41% | -0.89% | |
| 12 | WM | Waste Management Inc | 股票-工業 | 3.31% | -0.49% | -1.01% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 3.30% | -0.02% | -0.85% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.26% | -0.71% | +0.28% | |
| 15 | LRCXEUR | Lam Research CORP | 股票-科技 | 3.26% | — | +7.33% | |
| 16 | DHI | Dr Horton Inc | 股票-循環性消費 | 3.11% | +0.09% | +0.03% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.07% | -0.51% | +8.87% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.92% | +0.39% | -0.26% | |
| 19 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.89% | -0.12% | -0.41% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 2.73% | — | -0.73% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工業 | 2.72% | -2.46% | EXIT | |
| 22 | A | Agilent Technologies Inc | 股票-醫療保健 | 2.60% | +0.04% | -0.72% | |
| 23 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.57% | -0.40% | -0.58% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.57% | +1.01% | +25.47% | |
| 25 | BLKCHF | Blackrock Inc | 股票-其他 | 2.54% | — | -0.91% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 2.54% | — | +10.55% | |
| 27 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.47% | -0.12% | +63.12% | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.43% | — | -1.11% | |
| 29 | REG | Regency Centers CORP | 股票-房地產 | 2.25% | — | -1.07% | |
| 30 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 2.13% | — | — | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.44% | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | +0.07% | +24.94% | |
| 33 | TSLA | Tesla Inc | 股票-循環性消費 | 0.41% | — | +16.83% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.39% | +0.04% | — | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.22% | — | +5.99% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.20% | — | -91.89% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.17% | -0.12% | EXIT | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.16% | +0.07% | +1.27% | |
| 39 | GLW | Corning Inc | 股票-科技 | 0.15% | +0.30% | — | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 0.14% | — | — | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.14% | — | -91.94% | |
| 42 | TGT | Target CORP | 股票-循環性消費 | 0.14% | — | +15.52% | |
| 43 | FDX | Fedex CORP | 股票-工業 | 0.12% | — | — | |
| 44 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.11% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CMG | Chipotle Mexican Grill Inc | +2.1% | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | +1.6% | +30.95% | 加碼 |
| 3 | AJG | Arthur J Gallagher & Co | +1% | +63.12% | 加碼 |
| 4 | DHI | Dr Horton Inc | +0.7% | +0.03% | 加碼 |
| 5 | MAS | Masco CORP | +0.6% | -0.69% | 減碼 |
| 6 | SHW | Sherwin-williams Co/the | +0.5% | -0.41% | 減碼 |
| 7 | WMT | Walmart Inc | +0.4% | -1.25% | 減碼 |
| 8 | META | Meta Platforms Inc-class A | +0.4% | +8.87% | 加碼 |
| 9 | PANW | Palo Alto Networks Inc | +0.4% | +25.47% | 加碼 |
| 10 | LMT | Lockheed Martin CORP | +0.4% | -0.28% | 減碼 |
| 11 | ABBV | Abbvie Inc | +0.4% | NEW | 新建倉 |
| 12 | BLKCHF | Blackrock Inc | +0.3% | -0.91% | 減碼 |
| 13 | REG | Regency Centers CORP | +0.2% | -1.07% | 減碼 |
| 14 | A | Agilent Technologies Inc | +0.2% | -0.72% | 減碼 |
| 15 | TSLA | Tesla Inc | +0.1% | +16.83% | 加碼 |
| 16 | VZ | Verizon Communications Inc | +0.1% | NEW | 新建倉 |
| 17 | ORCL | Oracle CORP | +0.1% | — | 不變 |
| 18 | LOW | Lowe's Cos Inc | 0% | +5.99% | 加碼 |
| 19 | GOOG | Alphabet Inc-cl C | 0% | +24.94% | 加碼 |
| 20 | TGT | Target CORP | 0% | +15.52% | 加碼 |
| 21 | PNC | Pnc Financial Services Group | 0% | — | 不變 |
| 22 | GLW | Corning Inc | 0% | — | 不變 |
| 23 | CSCO | Cisco Systems Inc | 0% | +1.27% | 加碼 |
| 24 | CRM | Salesforce Inc | — | — | 不變 |
| 25 | CMCSA | Comcast Corp-class A | 0% | -1.11% | 減碼 |
| 26 | FDX | Fedex CORP | 0% | — | 不變 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.06% | 減碼 |
| 28 | COST | Costco Wholesale CORP | -0.1% | +0.21% | 加碼 |
| 29 | V | Visa Inc-class A Shares | -0.1% | -0.85% | 減碼 |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -0.53% | 減碼 |
| 31 | AMGN | Amgen Inc | -0.1% | -0.39% | 減碼 |
| 32 | AMZN | Amazon.com Inc | -0.2% | +5.47% | 加碼 |
| 33 | MSFT | Microsoft CORP | -0.3% | +3.50% | 加碼 |
| 34 | LLY | Eli Lilly & Co | -0.3% | -0.26% | 減碼 |
| 35 | AIG | American International Group | -0.3% | -0.89% | 減碼 |
| 36 | QCOM | Qualcomm Inc | -0.3% | +10.55% | 加碼 |
| 37 | WM | Waste Management Inc | -0.3% | -1.01% | 減碼 |
| 38 | MPC | Marathon Petroleum CORP | -0.4% | -0.58% | 減碼 |
| 39 | ADBE | Adobe Inc | -0.4% | -0.73% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.28% | 加碼 |
| 41 | LRCXEUR | Lam Research CORP | -1% | +7.33% | 加碼 |
| 42 | NVDA | Nvidia CORP | -1.4% | -19.53% | 減碼 |
| 43 | SLB | Slb LTD | -1.8% | -91.94% | 減碼 |
| 44 | SBUX | Starbucks CORP | -1.9% | -91.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sitrin Capital Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.3億，共申報了 44 個公開持股部位。
在 Q3 2024 季度，Sitrin Capital Management LLC 按市值排列的前三大核心持股分別為：AAPL (5.9%)、WMT (4.5%)、COST (4.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.9% 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
CMG
市值: US$426.3萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$1054.2萬
在 Q3 2024 季度中，Sitrin Capital Management LLC 共進行了 39 項持倉異動，包含新建倉 3 個部位、加碼 16 個部位、減碼 20 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CMG。
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。