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
48 檔
27.9%
根據最新整理的 13F 季度數據集，Stack Financial Management, Inc 於 Q3 2024 結束時的管理資產規模為 US$12.8億。該機構在本季度申報了 48 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，Stack Financial Management, Inc 採取了強勁的買進策略，建倉與加碼動作（合計 36 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 MSFT, WMT, BRK-B）占據了總市值的 27.9%，展現出該機構在 Q3 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 | MSFT | Microsoft CORP | 股票-科技 | 9.40% | +0.43% | -0.04% | |
| 2 | WMT | Walmart Inc | 股票-非循環性消費 | 7.97% | -0.24% | +0.03% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.14% | +0.46% | -0.19% | |
| 4 | PWR | Quanta Services Inc | 股票-工業 | 5.04% | -0.03% | -0.22% | |
| 5 | ACN | Accenture plc | 股票-科技 | 4.49% | +0.77% | NEW | |
| 6 | CVX | Chevron CORP | 股票-能源 | 3.76% | -0.67% | +0.36% | |
| 7 | LHX | L3harris Technologies Inc | 股票-工業 | 3.21% | -0.36% | +0.17% | |
| 8 | WM | Waste Management Inc | 股票-工業 | 2.78% | +0.06% | -0.45% | |
| 9 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.77% | -0.96% | +0.06% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.70% | — | +0.29% | |
| 11 | PSX | Phillips 66 | 股票-能源 | 2.67% | -0.08% | +0.46% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工業 | 2.48% | -0.13% | +0.98% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 2.44% | +0.01% | +0.31% | |
| 14 | CI | THE Cigna Group | 股票-醫療保健 | 2.34% | +0.14% | +0.77% | |
| 15 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 2.32% | +0.08% | +0.07% | |
| 16 | EOG | Eog Resources Inc | 股票-能源 | 2.29% | -0.14% | +1.71% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.29% | +0.28% | +1.45% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.17% | +0.27% | +0.90% | |
| 19 | DUK | Duke Energy CORP | 股票-公用事業 | 2.07% | +0.07% | +0.80% | |
| 20 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 2.01% | -0.21% | -0.16% | |
| 21 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 1.97% | +0.19% | +0.45% | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 1.97% | +0.07% | +0.73% | |
| 23 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.94% | — | +0.34% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.85% | -0.10% | +0.64% | |
| 25 | COP | Conocophillips | 股票-能源 | 1.79% | -0.30% | +1.89% | |
| 26 | AEP | American Electric Power | 股票-公用事業 | 1.76% | +0.30% | -0.83% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.64% | +0.24% | +2.61% | |
| 28 | EMR | Emerson Electric Co | 股票-工業 | 1.59% | +0.23% | +1.44% | |
| 29 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.52% | +0.16% | +0.53% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.51% | +0.10% | +1.56% | |
| 31 | MDT | Medtronic plc | 股票-醫療保健 | 1.50% | -0.02% | +2.03% | |
| 32 | NEM | Newmont CORP | 股票-原物料 | 1.46% | -0.52% | EXIT | |
| 33 | DOV | Dover CORP | 股票-工業 | 1.44% | +0.20% | +0.50% | |
| 34 | DTE | Dte Energy Company | 股票-公用事業 | 1.32% | +0.16% | +1.70% | |
| 35 | AEE | Ameren Corporation | 股票-公用事業 | 1.27% | +0.14% | +1.64% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.16% | — | +1.93% | |
| 37 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.14% | — | +1.91% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 1.13% | +0.19% | +1.95% | |
| 39 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.12% | — | +2.15% | |
| 40 | VLTO | Veralto CORP | 股票-工業 | 0.26% | — | +0.31% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.08% | +0.01% | +0.65% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.08% | -0.04% | -17.90% | |
| 43 | AAPL | Apple Inc | 股票-科技 | 0.04% | +0.02% | — | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.02% | — | -5.20% | |
| 45 | ITW | Illinois Tool Works | 股票-工業 | 0.02% | — | — | |
| 46 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.02% | — | -6.88% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.02% | — | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.02% | — | -2.63% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +1.1% | +0.03% | 加碼 |
| 2 | PWR | Quanta Services Inc | +0.6% | -0.22% | 減碼 |
| 3 | ACN | Accenture plc | +0.6% | +0.95% | 加碼 |
| 4 | LMT | Lockheed Martin CORP | +0.5% | +0.98% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -0.19% | 減碼 |
| 6 | AEM | Agnico Eagle Mines LTD | +0.5% | +0.06% | 加碼 |
| 7 | NEM | Newmont CORP | +0.3% | +1.06% | 加碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.3% | +0.29% | 加碼 |
| 9 | DUK | Duke Energy CORP | +0.2% | +0.80% | 加碼 |
| 10 | WPM | Wheaton Precious Metals CORP | +0.2% | -0.16% | 減碼 |
| 11 | AEE | Ameren Corporation | +0.2% | +1.64% | 加碼 |
| 12 | KO | Coca-cola Co/the | +0.2% | +0.90% | 加碼 |
| 13 | MDLZ | Mondelez International Inc-a | +0.2% | +0.07% | 加碼 |
| 14 | AEP | American Electric Power | +0.2% | -0.83% | 減碼 |
| 15 | MDT | Medtronic plc | +0.2% | +2.03% | 加碼 |
| 16 | IQV | Iqvia Holdings Inc | +0.2% | +0.34% | 加碼 |
| 17 | DHR | Danaher CORP | +0.2% | +0.73% | 加碼 |
| 18 | DTE | Dte Energy Company | +0.2% | +1.70% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.2% | +2.61% | 加碼 |
| 20 | LH | Labcorp Holdings Inc | +0.1% | +0.53% | 加碼 |
| 21 | LHX | L3harris Technologies Inc | +0.1% | +0.17% | 加碼 |
| 22 | KHC | Kraft Heinz Co/the | +0.1% | +2.15% | 加碼 |
| 23 | UNP | Union Pacific CORP | +0.1% | +1.95% | 加碼 |
| 24 | SYK | Stryker CORP | +0.1% | +0.31% | 加碼 |
| 25 | CI | THE Cigna Group | +0.1% | +0.77% | 加碼 |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | +1.93% | 加碼 |
| 27 | PG | Procter & Gamble Co/the | +0.1% | +1.56% | 加碼 |
| 28 | DOV | Dover CORP | +0.1% | +0.50% | 加碼 |
| 29 | VLTO | Veralto CORP | 0% | +0.31% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | 0% | NEW | 新建倉 |
| 31 | PEP | Pepsico Inc | 0% | +0.64% | 加碼 |
| 32 | GPC | Genuine Parts Co | — | +1.91% | 加碼 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.65% | 加碼 |
| 34 | AAPL | Apple Inc | — | — | 不變 |
| 35 | GDX | Vaneck Gold Miners ETF | — | -17.90% | 減碼 |
| 36 | ITW | Illinois Tool Works | — | — | 不變 |
| 37 | XLE | Ss Energy Select Sector | — | -2.63% | 減碼 |
| 38 | XLI | Ss Industrial Select Sector | — | -5.20% | 減碼 |
| 39 | XLV | Ss Health Care Select Sector | — | -6.88% | 減碼 |
| 40 | INTC | Intel CORP | 0% | EXIT | 清倉 |
| 41 | EMR | Emerson Electric Co | 0% | +1.44% | 加碼 |
| 42 | EOG | Eog Resources Inc | -0.1% | +1.71% | 加碼 |
| 43 | CNP | Centerpoint Energy Inc | -0.2% | +0.45% | 加碼 |
| 44 | COP | Conocophillips | -0.2% | +1.89% | 加碼 |
| 45 | WM | Waste Management Inc | -0.2% | -0.45% | 減碼 |
| 46 | MRK | Merck & Co. Inc. | -0.2% | +1.45% | 加碼 |
| 47 | PSX | Phillips 66 | -0.3% | +0.46% | 加碼 |
| 48 | CVX | Chevron CORP | -0.3% | +0.36% | 加碼 |
| 49 | MSFT | Microsoft CORP | -0.7% | -0.04% | 減碼 |
| 50 | IJR | Ishares Core S&p Small-cap E | -4.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Stack Financial Management, Inc 在 Q3 2024 季度的美股持倉總市值約為 US$12.8億，共申報了 48 個公開持股部位。
在 Q3 2024 季度，Stack Financial Management, Inc 按市值排列的前三大核心持股分別為：MSFT (9.4%)、WMT (8.0%)、BRK-B (5.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.4% 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
JPM
市值: US$20.5萬
本季最大獲利了結 / 清倉標的
IJR
前期市值: US$5107.1萬
在 Q3 2024 季度中，Stack Financial Management, Inc 共進行了 48 項持倉異動，包含新建倉 1 個部位、加碼 35 個部位、減碼 10 個部位以及清倉 2 個部位。 其中最大新建倉標的為 JPM。 本季清倉部位包含 IJR。
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。