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: 0001705399
申報總市值
US$6.5億
US$6.5億
127 檔
17.9%
在 Q3 2024 的 13F 官方備案中，Stamos Capital Partners, L.P. 管理的美股投資組合規模來到 US$6.5億，整體持股檔數為 127 檔。
數據顯示 Stamos Capital Partners, L.P. 於 Q3 2024 季度持續回收資金，對 79 個既有部位進行裁減並清倉 11 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AGG, CVX, BP）累計市值佔比達 17.9%，是驅動 Stamos Capital Partners, L.P. 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 16.30% | -11.09% | -39.35% | |
| 2 | CVX | Chevron CORP | 股票-能源 | 3.00% | +0.46% | +19.66% | |
| 3 | BP | Bp Plc-spons Adr | 股票-能源 | 2.95% | +0.31% | +26.15% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 2.70% | +0.39% | -2.69% | |
| 5 | SHEL | Shell Plc-adr | 股票-能源 | 2.60% | +0.39% | +4.14% | |
| 6 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.52% | +0.34% | +34.56% | |
| 7 | PFE | Pfizer Inc | 股票-醫療保健 | 2.29% | -0.10% | +1.04% | |
| 8 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 1.99% | +0.07% | +8.77% | |
| 9 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.76% | +0.12% | -6.68% | |
| 10 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 1.74% | — | +22.50% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.71% | +0.09% | -12.48% | |
| 12 | T | At&t Inc | 股票-通訊服務 | 1.70% | — | -13.86% | |
| 13 | F | Ford Motor Co | 股票-循環性消費 | 1.60% | -0.10% | +131.08% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | +0.08% | +18.07% | |
| 15 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 1.55% | +0.73% | +80.76% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.46% | -0.02% | -10.79% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.44% | +0.11% | +14.09% | |
| 18 | BCS | Barclays Plc-spons Adr | 股票-金融 | 1.41% | +0.08% | -14.74% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | +0.09% | -11.03% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.32% | +0.08% | -6.94% | |
| 21 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.29% | -0.02% | -27.37% | |
| 22 | BA | Boeing Co/the | 股票-工業 | 1.25% | +0.05% | +9.98% | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 1.20% | +0.18% | -6.62% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.18% | -0.12% | -17.06% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.17% | +0.02% | -29.83% | |
| 26 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.16% | +0.04% | -5.40% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.10% | +0.16% | +39.56% | |
| 28 | C | Citigroup Inc | 股票-金融 | 1.06% | — | -4.12% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.94% | +0.05% | +156.68% | |
| 30 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.93% | +0.20% | +24.69% | |
| 31 | DELL | Dell Technologies -c | 股票-科技 | 0.84% | -0.17% | +161.70% | |
| 32 | ALB | Albemarle CORP | 股票-原物料 | 0.83% | — | +42.18% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.82% | +0.25% | +122.50% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | +0.15% | +2.44% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事業 | 0.78% | -0.02% | -26.19% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.70% | — | +96.68% | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.69% | — | -32.47% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.67% | +0.03% | +11.28% | |
| 39 | VST | Vistra CORP | 股票-公用事業 | 0.67% | +0.07% | +32.02% | |
| 40 | CAT | Caterpillar Inc | 股票-工業 | 0.66% | +0.02% | -23.74% | |
| 41 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.65% | — | -23.90% | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.64% | -0.13% | +1516.49% | |
| 43 | CCJ | Cameco CORP | 股票-能源 | 0.63% | -0.01% | +10.77% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.63% | -0.19% | +12.64% | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.62% | — | +237.23% | |
| 46 | KR | Kroger Co | 股票-非循環性消費 | 0.62% | — | -6.78% | |
| 47 | MFC | Manulife Financial CORP | 股票-金融 | 0.60% | -0.01% | -7.94% | |
| 48 | DE | Deere & Co | 股票-工業 | 0.60% | +0.03% | -18.48% | |
| 49 | CEG | Constellation Energy | 股票-公用事業 | 0.60% | +0.16% | +51.54% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | +0.27% | -1.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | F | Ford Motor Co | +0.9% | +131.08% | 加碼 |
| 2 | MRK | Merck & Co. Inc. | +0.7% | +34.56% | 加碼 |
| 3 | TM | Toyota Motor CORP -spon Adr | +0.7% | +80.76% | 加碼 |
| 4 | CVX | Chevron CORP | +0.6% | +19.66% | 加碼 |
| 5 | ASML | ASML Holding N.V. | +0.5% | +156.68% | 加碼 |
| 6 | BP | Bp Plc-spons Adr | +0.5% | +26.15% | 加碼 |
| 7 | DELL | Dell Technologies -c | +0.5% | +161.70% | 加碼 |
| 8 | AMD | Advanced Micro Devices | +0.5% | +122.50% | 加碼 |
| 9 | GSK | Gsk Plc-spon Adr | +0.4% | +8.77% | 加碼 |
| 10 | MU | Micron Technology Inc | +0.4% | +237.23% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +39.56% | 加碼 |
| 12 | VST | Vistra CORP | +0.3% | +32.02% | 加碼 |
| 13 | CEG | Constellation Energy | +0.3% | +51.54% | 加碼 |
| 14 | AVGO | Broadcom Inc | +0.3% | +1516.49% | 加碼 |
| 15 | PFE | Pfizer Inc | +0.3% | +1.04% | 加碼 |
| 16 | ALB | Albemarle CORP | +0.3% | +42.18% | 加碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | NEW | 新建倉 |
| 18 | V | Visa Inc-class A Shares | +0.3% | +99.45% | 加碼 |
| 19 | INTC | Intel CORP | +0.3% | +96.68% | 加碼 |
| 20 | DIS | Walt Disney Co/the | +0.3% | +14.09% | 加碼 |
| 21 | MA | Mastercard Inc - A | +0.3% | +83.33% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.3% | +18.07% | 加碼 |
| 23 | XOM | Exxon Mobil CORP | +0.3% | -2.69% | 減碼 |
| 24 | AMZN | Amazon.com Inc | +0.2% | +24.69% | 加碼 |
| 25 | VZ | Verizon Communications Inc | +0.2% | -6.68% | 減碼 |
| 26 | MDT | Medtronic plc | +0.2% | -6.62% | 減碼 |
| 27 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +20.15% | 加碼 |
| 28 | CRM | Salesforce Inc | +0.2% | +11.28% | 加碼 |
| 29 | T | At&t Inc | +0.2% | -13.86% | 減碼 |
| 30 | CSCO | Cisco Systems Inc | +0.2% | -10.79% | 減碼 |
| 31 | SHEL | Shell Plc-adr | +0.1% | +4.14% | 加碼 |
| 32 | LLY | Eli Lilly & Co | +0.1% | +93.22% | 加碼 |
| 33 | SNOW | Snowflake Inc | +0.1% | +67.82% | 加碼 |
| 34 | XOP | Ss Spdr S&p Og Exp & Prod | +0.1% | +26.67% | 加碼 |
| 35 | JNJ | Johnson & Johnson | +0.1% | -12.48% | 減碼 |
| 36 | HPQ | Hp Inc | +0.1% | +8.08% | 加碼 |
| 37 | NEE | Nextera Energy Inc | +0.1% | -17.06% | 減碼 |
| 38 | NVDA | Nvidia CORP | +0.1% | +38.27% | 加碼 |
| 39 | GM | General Motors Co | +0.1% | +17.57% | 加碼 |
| 40 | BCS | Barclays Plc-spons Adr | +0.1% | -14.74% | 減碼 |
| 41 | CCJ | Cameco CORP | +0.1% | +10.77% | 加碼 |
| 42 | KR | Kroger Co | +0.1% | -6.78% | 減碼 |
| 43 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | -5.40% | 減碼 |
| 44 | ADBE | Adobe Inc | +0.1% | +12.64% | 加碼 |
| 45 | PG | Procter & Gamble Co/the | +0.1% | -1.61% | 減碼 |
| 46 | MFC | Manulife Financial CORP | +0.1% | -7.94% | 減碼 |
| 47 | MSFT | Microsoft CORP | +0.1% | +2.44% | 加碼 |
| 48 | CME | Cme Group Inc | +0.1% | -9.24% | 減碼 |
| 49 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -32.47% | 減碼 |
| 50 | MDLZ | Mondelez International Inc-a | +0.1% | -11.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Stamos Capital Partners, L.P. 在 Q3 2024 季度的美股持倉總市值約為 US$6.5億，共申報了 127 個公開持股部位。
在 Q3 2024 季度，Stamos Capital Partners, L.P. 按市值排列的前三大核心持股分別為：AGG (16.3%)、CVX (3.0%)、BP (3.0%)。其中最大持股部位 AGG 佔據整體投資組合約 16.3% 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
CRWD
市值: US$117.8萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$313.4萬
在 Q3 2024 季度中，Stamos Capital Partners, L.P. 共進行了 138 項持倉異動，包含新建倉 1 個部位、加碼 47 個部位、減碼 79 個部位以及清倉 11 個部位。 其中最大新建倉標的為 CRWD。 本季清倉部位包含 BLKCHF。
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。