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: 0001308685
申報總市值
US$12.8億
US$12.8億
49 檔
26.0%
Stack Financial Management, Inc 在 Q2 2024 季度的美股部位總計估值為 US$12.8億，分散於 49 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2024 數據顯示 Stack Financial Management, Inc 積極進場，新開立 5 個部位並同步加碼 24 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, WMT, IJR）累計市值佔比達 26.0%，是驅動 Stack Financial 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 | 10.08% | +0.43% | +0.01% | |
| 2 | WMT | Walmart Inc | 股票-非循環性消費 | 6.89% | -0.24% | -0.16% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.73% | — | -0.04% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.69% | +0.46% | -0.54% | |
| 5 | PWR | Quanta Services Inc | 股票-工業 | 4.44% | -0.03% | -1.41% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 4.10% | -0.67% | -0.21% | |
| 7 | ACN | Accenture plc | 股票-科技 | 3.94% | +0.77% | NEW | |
| 8 | LHX | L3harris Technologies Inc | 股票-工業 | 3.12% | -0.36% | -0.04% | |
| 9 | WM | Waste Management Inc | 股票-工業 | 2.96% | +0.06% | -0.01% | |
| 10 | PSX | Phillips 66 | 股票-能源 | 2.95% | -0.08% | -0.13% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.53% | +0.28% | +0.20% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.42% | — | +0.28% | |
| 13 | EOG | Eog Resources Inc | 股票-能源 | 2.38% | -0.14% | +0.33% | |
| 14 | SYK | Stryker CORP | 股票-醫療保健 | 2.37% | +0.01% | +0.34% | |
| 15 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.32% | -0.96% | -0.86% | |
| 16 | CI | THE Cigna Group | 股票-醫療保健 | 2.28% | +0.14% | +0.22% | |
| 17 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 2.13% | +0.19% | +0.08% | |
| 18 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 2.13% | +0.08% | +0.09% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 2.02% | -0.13% | -0.24% | |
| 20 | COP | Conocophillips | 股票-能源 | 1.97% | -0.30% | +0.30% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.96% | +0.27% | -0.16% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事業 | 1.84% | +0.07% | +0.12% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.84% | -0.10% | +1.01% | |
| 24 | DHR | Danaher CORP | 股票-醫療保健 | 1.81% | +0.07% | +0.14% | |
| 25 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.78% | -0.21% | -0.35% | |
| 26 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.78% | — | +0.09% | |
| 27 | EMR | Emerson Electric Co | 股票-工業 | 1.63% | +0.23% | +0.82% | |
| 28 | AEP | American Electric Power | 股票-公用事業 | 1.57% | +0.30% | -0.40% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.49% | +0.24% | +2.01% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.46% | +0.10% | +0.47% | |
| 31 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.42% | +0.16% | — | |
| 32 | DOV | Dover CORP | 股票-工業 | 1.39% | +0.20% | -0.03% | |
| 33 | MDT | Medtronic plc | 股票-醫療保健 | 1.33% | -0.02% | +0.16% | |
| 34 | NEM | Newmont CORP | 股票-原物料 | 1.17% | -0.52% | EXIT | |
| 35 | DTE | Dte Energy Company | 股票-公用事業 | 1.16% | +0.16% | — | |
| 36 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.14% | — | +0.17% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.10% | — | +0.02% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 1.05% | +0.19% | +0.85% | |
| 39 | AEE | Ameren Corporation | 股票-公用事業 | 1.04% | +0.14% | +0.85% | |
| 40 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.04% | — | +0.44% | |
| 41 | VLTO | Veralto CORP | 股票-工業 | 0.23% | — | -0.33% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.08% | -0.04% | -2.39% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.08% | +0.01% | -0.84% | |
| 44 | AAPL | Apple Inc | 股票-科技 | 0.04% | +0.02% | — | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.02% | +0.03% | NEW | |
| 46 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.02% | — | -7.94% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.02% | — | -20.70% | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.02% | — | -6.85% | |
| 49 | ITW | Illinois Tool Works | 股票-工業 | 0.02% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LH | Labcorp Holdings Inc | +1.4% | NEW | 新建倉 |
| 2 | DTE | Dte Energy Company | +1.2% | NEW | 新建倉 |
| 3 | WMT | Walmart Inc | +0.8% | -0.16% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.7% | +0.01% | 加碼 |
| 5 | AEM | Agnico Eagle Mines LTD | +0.2% | -0.86% | 減碼 |
| 6 | WPM | Wheaton Precious Metals CORP | +0.2% | -0.35% | 減碼 |
| 7 | CNP | Centerpoint Energy Inc | +0.2% | +0.08% | 加碼 |
| 8 | NEM | Newmont CORP | +0.2% | +0.52% | 加碼 |
| 9 | LHX | L3harris Technologies Inc | +0.2% | -0.04% | 減碼 |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | +0.28% | 加碼 |
| 11 | KO | Coca-cola Co/the | +0.1% | -0.16% | 減碼 |
| 12 | DUK | Duke Energy CORP | +0.1% | +0.12% | 加碼 |
| 13 | LMT | Lockheed Martin CORP | +0.1% | -0.24% | 減碼 |
| 14 | AAPL | Apple Inc | 0% | NEW | 新建倉 |
| 15 | PG | Procter & Gamble Co/the | 0% | +0.47% | 加碼 |
| 16 | AEP | American Electric Power | 0% | -0.40% | 減碼 |
| 17 | DOV | Dover CORP | 0% | -0.03% | 減碼 |
| 18 | WM | Waste Management Inc | 0% | -0.01% | 減碼 |
| 19 | INTC | Intel CORP | 0% | NEW | 新建倉 |
| 20 | ITW | Illinois Tool Works | 0% | NEW | 新建倉 |
| 21 | VLTO | Veralto CORP | 0% | -0.33% | 減碼 |
| 22 | DHR | Danaher CORP | 0% | +0.14% | 加碼 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.84% | 減碼 |
| 24 | GDX | Vaneck Gold Miners ETF | — | -2.39% | 減碼 |
| 25 | CVX | Chevron CORP | 0% | -0.21% | 減碼 |
| 26 | EOG | Eog Resources Inc | 0% | +0.33% | 加碼 |
| 27 | XLV | Ss Health Care Select Sector | 0% | -20.70% | 減碼 |
| 28 | XLI | Ss Industrial Select Sector | 0% | -7.94% | 減碼 |
| 29 | EMR | Emerson Electric Co | 0% | +0.82% | 加碼 |
| 30 | AEE | Ameren Corporation | 0% | +0.85% | 加碼 |
| 31 | PEP | Pepsico Inc | -0.1% | +1.01% | 加碼 |
| 32 | JNJ | Johnson & Johnson | -0.1% | +2.01% | 加碼 |
| 33 | UNP | Union Pacific CORP | -0.1% | +0.85% | 加碼 |
| 34 | SYK | Stryker CORP | -0.1% | +0.34% | 加碼 |
| 35 | CMCSA | Comcast Corp-class A | -0.1% | +0.02% | 加碼 |
| 36 | MDLZ | Mondelez International Inc-a | -0.1% | +0.09% | 加碼 |
| 37 | GPC | Genuine Parts Co | -0.1% | +0.17% | 加碼 |
| 38 | IJR | Ishares Core S&p Small-cap E | -0.1% | -0.04% | 減碼 |
| 39 | PWR | Quanta Services Inc | -0.1% | -1.41% | 減碼 |
| 40 | KHC | Kraft Heinz Co/the | -0.1% | +0.44% | 加碼 |
| 41 | MDT | Medtronic plc | -0.1% | +0.16% | 加碼 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.54% | 減碼 |
| 43 | MRK | Merck & Co. Inc. | -0.1% | +0.20% | 加碼 |
| 44 | CI | THE Cigna Group | -0.2% | +0.22% | 加碼 |
| 45 | COP | Conocophillips | -0.2% | +0.30% | 加碼 |
| 46 | IQV | Iqvia Holdings Inc | -0.3% | +0.09% | 加碼 |
| 47 | PSX | Phillips 66 | -0.4% | -0.13% | 減碼 |
| 48 | ACN | Accenture plc | -0.5% | +0.20% | 加碼 |
| 49 | CVS | Cvs Health CORP | -0.9% | EXIT | 清倉 |
| 50 | ✓ | Laboratory Corp. of America | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Stack Financial Management, Inc 在 Q2 2024 季度的美股持倉總市值約為 US$12.8億，共申報了 49 個公開持股部位。
在 Q2 2024 季度，Stack Financial Management, Inc 按市值排列的前三大核心持股分別為：MSFT (10.1%)、WMT (6.9%)、IJR (4.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.1% 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
LH
市值: US$1538.2萬
本季最大獲利了結 / 清倉標的
Laboratory Corp. of America
前期市值: US$1653.6萬
在 Q2 2024 季度中，Stack Financial Management, Inc 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 24 個部位、減碼 19 個部位以及清倉 2 個部位。 其中最大新建倉標的為 LH。 本季清倉部位包含 Laboratory Corp. of America。
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。