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
40 檔
22.0%
Q4 2024 季度申報顯示，Sitrin Capital Management LLC 揭露的美股組合總市值為 US$2.3億，涵蓋 40 個不同之權益投資部位。
觀察 Q4 2024 的申報異動，Sitrin Capital Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 26 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。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, WMT, NVDA）占據了總市值的 22.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 6.31% | — | -1.00% | |
| 2 | WMT | Walmart Inc | 股票-非循環性消費 | 5.12% | -0.92% | +0.85% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.65% | -0.01% | +0.12% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.47% | -0.12% | +0.97% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 4.43% | -0.62% | -0.28% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.04% | — | +1.51% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.86% | -0.02% | +0.82% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.80% | -0.71% | +1.12% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.77% | -0.14% | +0.07% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.56% | -0.25% | -2.39% | |
| 11 | AIG | American International Group | 股票-金融 | 3.36% | -0.41% | +0.68% | |
| 12 | WM | Waste Management Inc | 股票-工業 | 3.28% | -0.49% | +0.94% | |
| 13 | MAS | Masco CORP | 股票-工業 | 3.24% | +0.39% | +0.53% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.17% | -0.51% | +0.26% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 2.97% | -0.35% | +0.16% | |
| 16 | LRCX | Lam Research CORP | 股票-科技 | 2.96% | +0.42% | — | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.79% | +1.01% | +102.31% | |
| 18 | BLK | Blackrock Inc | 股票-金融 | 2.79% | -0.37% | — | |
| 19 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.62% | -0.12% | +1.04% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.58% | +0.39% | +0.41% | |
| 21 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.46% | -0.12% | -2.02% | |
| 22 | A | Agilent Technologies Inc | 股票-醫療保健 | 2.38% | +0.04% | +0.49% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 2.38% | — | +0.57% | |
| 24 | REG | Regency Centers CORP | 股票-房地產 | 2.35% | — | +1.15% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 2.34% | — | +1.01% | |
| 26 | DHI | Dr Horton Inc | 股票-循環性消費 | 2.31% | +0.09% | +0.53% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 2.30% | -2.46% | EXIT | |
| 28 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 2.27% | — | +1.11% | |
| 29 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.24% | -0.40% | +0.70% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.23% | — | +1.26% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | +0.07% | -2.68% | |
| 32 | TSLA | Tesla Inc | 股票-循環性消費 | 0.54% | — | -15.11% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.44% | — | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.35% | +0.04% | -0.25% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.21% | -0.12% | EXIT | |
| 36 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.19% | — | -5.65% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.18% | +0.07% | -1.25% | |
| 38 | GLW | Corning Inc | 股票-科技 | 0.16% | +0.30% | — | |
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 0.15% | — | — | |
| 40 | FDX | Fedex CORP | 股票-工業 | 0.13% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +3% | NEW | 新建倉 |
| 2 | BLK | Blackrock Inc | +2.8% | NEW | 新建倉 |
| 3 | AMZN | Amazon.com Inc | +0.7% | +1.51% | 加碼 |
| 4 | WMT | Walmart Inc | +0.6% | +0.85% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.6% | +0.97% | 加碼 |
| 6 | V | Visa Inc-class A Shares | +0.6% | +0.82% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.12% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.5% | +0.12% | 加碼 |
| 9 | AAPL | Apple Inc | +0.4% | -1.00% | 減碼 |
| 10 | PANW | Palo Alto Networks Inc | +0.2% | +102.31% | 加碼 |
| 11 | COST | Costco Wholesale CORP | +0.2% | -0.28% | 減碼 |
| 12 | CMG | Chipotle Mexican Grill Inc | +0.1% | +1.11% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.1% | -15.11% | 減碼 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.07% | 加碼 |
| 15 | REG | Regency Centers CORP | +0.1% | +1.15% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +0.26% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -2.68% | 減碼 |
| 18 | CRM | Salesforce Inc | 0% | — | 不變 |
| 19 | AIG | American International Group | 0% | +0.68% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | 0% | -1.25% | 減碼 |
| 21 | GLW | Corning Inc | 0% | — | 不變 |
| 22 | PNC | Pnc Financial Services Group | 0% | — | 不變 |
| 23 | FDX | Fedex CORP | 0% | — | 不變 |
| 24 | AJG | Arthur J Gallagher & Co | 0% | -2.02% | 減碼 |
| 25 | ORCL | Oracle CORP | 0% | — | 不變 |
| 26 | WM | Waste Management Inc | 0% | +0.94% | 加碼 |
| 27 | LOW | Lowe's Cos Inc | 0% | -5.65% | 減碼 |
| 28 | ABBV | Abbvie Inc | 0% | -0.25% | 減碼 |
| 29 | VZ | Verizon Communications Inc | -0.1% | EXIT | 清倉 |
| 30 | MSFT | Microsoft CORP | -0.1% | -2.39% | 減碼 |
| 31 | SLB | Slb LTD | -0.1% | EXIT | 清倉 |
| 32 | TGT | Target CORP | -0.1% | EXIT | 清倉 |
| 33 | QCOM | Qualcomm Inc | -0.2% | +1.01% | 加碼 |
| 34 | CMCSA | Comcast Corp-class A | -0.2% | +1.26% | 加碼 |
| 35 | SBUX | Starbucks CORP | -0.2% | EXIT | 清倉 |
| 36 | A | Agilent Technologies Inc | -0.2% | +0.49% | 加碼 |
| 37 | SHW | Sherwin-williams Co/the | -0.3% | +1.04% | 加碼 |
| 38 | MPC | Marathon Petroleum CORP | -0.3% | +0.70% | 加碼 |
| 39 | LLY | Eli Lilly & Co | -0.3% | +0.41% | 加碼 |
| 40 | ADBE | Adobe Inc | -0.4% | +0.57% | 加碼 |
| 41 | LMT | Lockheed Martin CORP | -0.4% | +0.46% | 加碼 |
| 42 | MAS | Masco CORP | -0.5% | +0.53% | 加碼 |
| 43 | AMGN | Amgen Inc | -0.7% | +0.16% | 加碼 |
| 44 | DHI | Dr Horton Inc | -0.8% | +0.53% | 加碼 |
| 45 | BLKCHF | Blackrock Inc | -2.5% | EXIT | 清倉 |
| 46 | LRCXEUR | Lam Research CORP | -3.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Sitrin Capital Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.3億，共申報了 40 個公開持股部位。
在 Q4 2024 季度，Sitrin Capital Management LLC 按市值排列的前三大核心持股分別為：AAPL (6.3%)、WMT (5.1%)、NVDA (4.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.3% 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
LRCX
市值: US$587.9萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$652.8萬
在 Q4 2024 季度中，Sitrin Capital Management LLC 共進行了 41 項持倉異動，包含新建倉 2 個部位、加碼 24 個部位、減碼 9 個部位以及清倉 6 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。