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。
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CIK: 0001308685
申報總市值
US$12.8億
US$12.8億
50 檔
28.4%
在 Q4 2024 申報期間，Stack Financial Management, Inc（CIK: 0001308685）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$12.8億，共持有 50 個公開申報部位。
從 Q4 2024 申報觀察，Stack Financial Management, Inc 採取防禦導向的調倉策略，本季減碼 35 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Stack Financial Management, Inc 的前 5 大核心持股（包含 MSFT, WMT, PWR 等）合計佔整體申報市值的 28.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 9.31% | +0.43% | -0.73% | |
| 2 | WMT | Walmart Inc | 股票-非循環性消費 | 8.95% | -0.24% | -1.45% | |
| 3 | PWR | Quanta Services Inc | 股票-工業 | 5.36% | -0.03% | -1.64% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.10% | +0.46% | -1.06% | |
| 5 | ACN | Accenture plc | 股票-科技 | 4.51% | +0.77% | NEW | |
| 6 | CVX | Chevron CORP | 股票-能源 | 3.74% | -0.67% | -0.61% | |
| 7 | LHX | L3harris Technologies Inc | 股票-工業 | 2.86% | -0.36% | -0.97% | |
| 8 | WM | Waste Management Inc | 股票-工業 | 2.74% | +0.06% | -0.47% | |
| 9 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.70% | -0.96% | -1.37% | |
| 10 | AEP | American Electric Power | 股票-公用事業 | 2.53% | +0.30% | +56.74% | |
| 11 | SYK | Stryker CORP | 股票-醫療保健 | 2.46% | +0.01% | -0.67% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.37% | — | -0.45% | |
| 13 | PSX | Phillips 66 | 股票-能源 | 2.35% | -0.08% | -0.53% | |
| 14 | EOG | Eog Resources Inc | 股票-能源 | 2.31% | -0.14% | -0.60% | |
| 15 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 2.15% | +0.19% | -0.90% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 2.09% | -0.13% | -0.33% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.05% | +0.28% | +0.47% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事業 | 1.95% | +0.07% | -0.80% | |
| 19 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.95% | -0.19% | — | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.91% | +0.27% | -0.20% | |
| 21 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.90% | +0.08% | -1.17% | |
| 22 | CI | THE Cigna Group | 股票-醫療保健 | 1.89% | +0.14% | -0.40% | |
| 23 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.87% | -0.21% | -0.93% | |
| 24 | EMR | Emerson Electric Co | 股票-工業 | 1.83% | +0.23% | -0.30% | |
| 25 | COP | Conocophillips | 股票-能源 | 1.70% | -0.30% | -0.99% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.69% | -0.10% | +0.14% | |
| 27 | DHR | Danaher CORP | 股票-醫療保健 | 1.64% | +0.07% | -0.73% | |
| 28 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.60% | — | -2.41% | |
| 29 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.58% | +0.16% | -0.84% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.51% | +0.10% | +0.99% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.50% | +0.24% | +0.46% | |
| 32 | DOV | Dover CORP | 股票-工業 | 1.43% | +0.20% | -0.67% | |
| 33 | MDT | Medtronic plc | 股票-醫療保健 | 1.34% | -0.02% | -1.30% | |
| 34 | AEE | Ameren Corporation | 股票-公用事業 | 1.31% | +0.14% | -0.49% | |
| 35 | DTE | Dte Energy Company | 股票-公用事業 | 1.27% | +0.16% | -0.18% | |
| 36 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.17% | +0.35% | — | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 1.06% | +0.19% | -0.95% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.06% | — | -0.37% | |
| 39 | NEM | Newmont CORP | 股票-原物料 | 1.03% | -0.52% | EXIT | |
| 40 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.98% | — | -2.28% | |
| 41 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.95% | — | -2.26% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.09% | +0.01% | +4.19% | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.07% | -0.04% | +0.14% | |
| 44 | AAPL | Apple Inc | 股票-科技 | 0.05% | +0.02% | -3.81% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.03% | — | — | |
| 46 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.02% | — | +0.94% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.02% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.02% | — | +2.78% | |
| 49 | ITW | Illinois Tool Works | 股票-工業 | 0.02% | — | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.02% | — | +6.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CBOE | Cboe Global Markets Inc | +2% | NEW | 新建倉 |
| 2 | CAH | Cardinal Health Inc | +1.2% | NEW | 新建倉 |
| 3 | WMT | Walmart Inc | +1% | -1.45% | 減碼 |
| 4 | AEP | American Electric Power | +0.8% | +56.74% | 加碼 |
| 5 | PWR | Quanta Services Inc | +0.3% | -1.64% | 減碼 |
| 6 | EMR | Emerson Electric Co | +0.2% | -0.30% | 減碼 |
| 7 | CNP | Centerpoint Energy Inc | +0.2% | -0.90% | 減碼 |
| 8 | LH | Labcorp Holdings Inc | +0.1% | -0.84% | 減碼 |
| 9 | AEE | Ameren Corporation | 0% | -0.49% | 減碼 |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | NEW | 新建倉 |
| 11 | ACN | Accenture plc | 0% | -0.96% | 減碼 |
| 12 | SYK | Stryker CORP | 0% | -0.67% | 減碼 |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | NEW | 新建倉 |
| 14 | EOG | Eog Resources Inc | 0% | -0.60% | 減碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.19% | 加碼 |
| 16 | AAPL | Apple Inc | 0% | -3.81% | 減碼 |
| 17 | PG | Procter & Gamble Co/the | — | +0.99% | 加碼 |
| 18 | JPM | Jpmorgan Chase & Co | — | +2.78% | 加碼 |
| 19 | XLV | Ss Health Care Select Sector | — | +6.28% | 加碼 |
| 20 | DOV | Dover CORP | 0% | -0.67% | 減碼 |
| 21 | GDX | Vaneck Gold Miners ETF | 0% | +0.14% | 加碼 |
| 22 | CVX | Chevron CORP | 0% | -0.61% | 減碼 |
| 23 | XLE | Ss Energy Select Sector | 0% | EXIT | 清倉 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.06% | 減碼 |
| 25 | WM | Waste Management Inc | 0% | -0.47% | 減碼 |
| 26 | DTE | Dte Energy Company | -0.1% | -0.18% | 減碼 |
| 27 | AEM | Agnico Eagle Mines LTD | -0.1% | -1.37% | 減碼 |
| 28 | UNP | Union Pacific CORP | -0.1% | -0.95% | 減碼 |
| 29 | MSFT | Microsoft CORP | -0.1% | -0.73% | 減碼 |
| 30 | COP | Conocophillips | -0.1% | -0.99% | 減碼 |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -0.37% | 減碼 |
| 32 | DUK | Duke Energy CORP | -0.1% | -0.80% | 減碼 |
| 33 | WPM | Wheaton Precious Metals CORP | -0.1% | -0.93% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.1% | +0.46% | 加碼 |
| 35 | KHC | Kraft Heinz Co/the | -0.1% | -2.28% | 減碼 |
| 36 | PEP | Pepsico Inc | -0.2% | +0.14% | 加碼 |
| 37 | MDT | Medtronic plc | -0.2% | -1.30% | 減碼 |
| 38 | GPC | Genuine Parts Co | -0.2% | -2.26% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | +0.47% | 加碼 |
| 40 | KO | Coca-cola Co/the | -0.3% | -0.20% | 減碼 |
| 41 | VLTO | Veralto CORP | -0.3% | EXIT | 清倉 |
| 42 | PSX | Phillips 66 | -0.3% | -0.53% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | -0.45% | 減碼 |
| 44 | DHR | Danaher CORP | -0.3% | -0.73% | 減碼 |
| 45 | IQV | Iqvia Holdings Inc | -0.3% | -2.41% | 減碼 |
| 46 | LHX | L3harris Technologies Inc | -0.4% | -0.97% | 減碼 |
| 47 | LMT | Lockheed Martin CORP | -0.4% | -0.33% | 減碼 |
| 48 | MDLZ | Mondelez International Inc-a | -0.4% | -1.17% | 減碼 |
| 49 | NEM | Newmont CORP | -0.4% | -0.81% | 減碼 |
| 50 | CI | THE Cigna Group | -0.5% | -0.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Stack Financial Management, Inc 在 Q4 2024 季度的美股持倉總市值約為 US$12.8億，共申報了 50 個公開持股部位。
在 Q4 2024 季度，Stack Financial Management, Inc 按市值排列的前三大核心持股分別為：MSFT (9.3%)、WMT (8.9%)、PWR (5.4%)。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。
本季最大新建倉標的
CBOE
市值: US$2129.0萬
本季最大獲利了結 / 清倉標的
VLTO
前期市值: US$285.7萬
在 Q4 2024 季度中，Stack Financial Management, Inc 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 9 個部位、減碼 35 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CBOE。 本季清倉部位包含 VLTO。
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。