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: 0001601489
申報總市值
US$9.8億
US$9.8億
291 檔
6.5%
截至 Q3 2024 季度末，Stanley-Laman Group, Ltd. 的美股持倉估值約為 US$9.8億，全數申報部位共有 291 檔。
Stanley-Laman Group, Ltd. 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 9 個全新部位及加碼 14 檔持股的同時，亦同步清倉 9 檔並減碼 17 檔標的。
整體而言，Stanley-Laman Group, Ltd. 的前 5 大持股（包含 MSFT, GAMB, CCJ）貢獻了組合市值的 6.5%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 291 檔）
| # | 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 | 2.19% | -0.22% | -3.50% | |
| 2 | GAMB | Gambling.com Group Limited | 股票-其他 | 1.89% | — | — | |
| 3 | CCJ | Cameco CORP | 股票-能源 | 1.83% | -0.40% | +9.27% | |
| 4 | LIN | Linde plc | 股票-原物料 | 1.61% | -0.17% | -3.10% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.48% | +0.03% | +77.56% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.42% | -0.08% | +0.91% | |
| 7 | RTX | Rtx CORP | 股票-工業 | 1.16% | -0.40% | -13.21% | |
| 8 | ✓ | Prestige Estates Projects Inr 10.0 | 股票-其他 | 1.07% | +0.02% | -14.78% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | -0.14% | +6.84% | |
| 10 | ✓ | Info Edge India LTD Inr 10.0 | 股票-其他 | 1.03% | — | -6.14% | |
| 11 | ETR | Entergy CORP | 股票-公用事業 | 1.02% | -0.22% | +2.81% | |
| 12 | LNTH | Lantheus Holdings Inc | 股票-醫療保健 | 1.01% | -0.03% | -14.42% | |
| 13 | SNOW | Snowflake Inc | 股票-科技 | 1.01% | — | — | |
| 14 | PH | Parker Hannifin CORP | 股票-工業 | 1.00% | -0.06% | -3.13% | |
| 15 | ✓ | Zomato LTD Inr 1.0 | 股票-其他 | 0.99% | -0.01% | -20.92% | |
| 16 | FRSH | Freshworks Inc-cl A | 股票-其他 | 0.99% | — | -15.03% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.93% | -0.13% | +254.64% | |
| 18 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.91% | — | — | |
| 19 | EXK | Exact Sciences CORP | 股票-原物料 | 0.89% | — | -13.71% | |
| 20 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.85% | — | — | |
| 21 | S | Sentinelone Inc -class A | 股票-科技 | 0.85% | — | -12.56% | |
| 22 | CXM | Sprinklr Inc-a | 股票-其他 | 0.84% | — | -16.35% | |
| 23 | BL | Blackline Inc | 股票-科技 | 0.84% | — | -14.20% | |
| 24 | APPN | Appian Corp-a | 股票-其他 | 0.84% | — | -11.78% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.14% | -10.66% | |
| 26 | ✓ | Bharat Electronics LTD Inr 1.0 | 股票-其他 | 0.82% | -0.12% | -18.81% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.82% | -0.12% | +8.11% | |
| 28 | FLR | Fluor CORP | 股票-工業 | 0.82% | -0.03% | +6.40% | |
| 29 | JBL | Jabil Inc | 股票-科技 | 0.75% | +0.16% | +23.82% | |
| 30 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.75% | +0.03% | +5.64% | |
| 31 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.75% | -0.15% | +21.74% | |
| 32 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.75% | +0.86% | NEW | |
| 33 | FROG | JFrog Ltd. | 股票-科技 | 0.74% | — | -13.20% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.73% | +0.60% | +6.76% | |
| 35 | PCTY | Paylocity Holding CORP | 股票-科技 | 0.73% | — | -14.04% | |
| 36 | PATH | Uipath Inc - Class A | 股票-科技 | 0.72% | — | -6.89% | |
| 37 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.72% | — | +2.96% | |
| 38 | ✓ | Hdfc Bank LTD Inr 1.0 | 股票-其他 | 0.71% | -0.05% | — | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.71% | — | +9.91% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.71% | -0.17% | -1.23% | |
| 41 | CG | Carlyle Group Inc/the | 股票-金融 | 0.71% | -0.38% | EXIT | |
| 42 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.71% | -0.13% | +3.47% | |
| 43 | AIR | Aar CORP | 股票-工業 | 0.69% | +0.06% | +7.08% | |
| 44 | PAYC | Paycom Software Inc | 股票-科技 | 0.68% | — | -13.34% | |
| 45 | ✓ | LARSEN plus TOUBRO LTD INR 2.0 | 股票-其他 | 0.68% | -0.01% | — | |
| 46 | WM | Waste Management Inc | 股票-工業 | 0.68% | -0.12% | -3.14% | |
| 47 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.67% | +0.06% | +2.63% | |
| 48 | MCK | Mckesson CORP | 股票-醫療保健 | 0.67% | -0.18% | +2.60% | |
| 49 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.67% | -0.13% | -8.57% | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.66% | -0.29% | -1.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SNOW | Snowflake Inc | +1% | NEW | 新建倉 |
| 2 | VOO | Vanguard S&P 500 ETF | +0.9% | NEW | 新建倉 |
| 3 | TEAM | Atlassian Corp-cl A | +0.9% | NEW | 新建倉 |
| 4 | STX | Seagate Technology Holdings plc | +0.8% | NEW | 新建倉 |
| 5 | AMZN | Amazon.com Inc | +0.7% | +254.64% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +77.56% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.5% | +1210.93% | 加碼 |
| 8 | IBKR | Interactive Brokers Gro-cl A | +0.5% | NEW | 新建倉 |
| 9 | MU | Micron Technology Inc | +0.5% | NEW | 新建倉 |
| 10 | ABNB | Airbnb Inc-class A | +0.5% | NEW | 新建倉 |
| 11 | GAMB | Gambling.com Group Limited | +0.3% | — | 不變 |
| 12 | EXK | Exact Sciences CORP | +0.2% | -13.71% | 減碼 |
| 13 | ✓ | Dragon Cap ETF Dcvfmvn Diamond | +0.2% | NEW | 新建倉 |
| 14 | ✓ | +0.2% | NEW | 新建倉 | |
| 15 | UUUU | Energy Fuels Inc | +0.2% | +65.18% | 加碼 |
| 16 | ETR | Entergy CORP | +0.2% | +2.81% | 加碼 |
| 17 | JBL | Jabil Inc | +0.2% | +23.82% | 加碼 |
| 18 | TTI | Tetra Technologies Inc | +0.2% | +57.90% | 加碼 |
| 19 | GSK | Gsk Plc-spon Adr | +0.2% | +21.74% | 加碼 |
| 20 | PH | Parker Hannifin CORP | +0.2% | -3.13% | 減碼 |
| 21 | ✓ | Axis Bank | +0.2% | +88.89% | 加碼 |
| 22 | HLIT | Harmonic Inc | +0.1% | +5.46% | 加碼 |
| 23 | OSIS | Osi Systems Inc | +0.1% | +22.79% | 加碼 |
| 24 | ✓ | Fpt CORP Vnd 10000.0 | +0.1% | +184.14% | 加碼 |
| 25 | LNTH | Lantheus Holdings Inc | +0.1% | -14.42% | 減碼 |
| 26 | MA | Mastercard Inc - A | +0.1% | +8.11% | 加碼 |
| 27 | AAPL | Apple Inc | +0.1% | +0.91% | 加碼 |
| 28 | ✓ | Krishna Institute Of Inr 10.0 144a | -0.2% | EXIT | 清倉 |
| 29 | ASAN | Asana Inc - Cl A | -0.2% | -10.82% | 減碼 |
| 30 | VOO | Vanguard S&p 500 ETF | -0.2% | -30.21% | 減碼 |
| 31 | GTM | Zoominfo Technologies Inc | -0.2% | -8.04% | 減碼 |
| 32 | ✓ | Dragon Cap ETF Dcvfmvn Diamond | -0.2% | EXIT | 清倉 |
| 33 | ZS | Zscaler Inc | -0.2% | -14.09% | 減碼 |
| 34 | FIVN | Five9 Inc | -0.2% | -7.55% | 減碼 |
| 35 | MSFT | Microsoft CORP | -0.2% | -3.50% | 減碼 |
| 36 | ✓ | Prestige Estates Projects Inr 10.0 | -0.3% | -14.78% | 減碼 |
| 37 | 8QR | Confluent Inc-class A | -0.3% | -9.57% | 減碼 |
| 38 | PD | Pagerduty Inc | -0.3% | -11.52% | 減碼 |
| 39 | ✓ | Bharat Electronics LTD Inr 1.0 | -0.3% | -18.81% | 減碼 |
| 40 | OKTA | Okta Inc | -0.3% | -13.47% | 減碼 |
| 41 | FRSH | Freshworks Inc-cl A | -0.3% | -15.03% | 減碼 |
| 42 | FROG | JFrog Ltd. | -0.4% | -13.20% | 減碼 |
| 43 | CXM | Sprinklr Inc-a | -0.4% | -16.35% | 減碼 |
| 44 | LVS | Las Vegas Sands CORP | -0.5% | EXIT | 清倉 |
| 45 | CIEN | Ciena CORP | -0.5% | EXIT | 清倉 |
| 46 | SCHW | Schwab (charles) CORP | -0.5% | EXIT | 清倉 |
| 47 | INSP | Inspire Medical Systems Inc | -0.9% | EXIT | 清倉 |
| 48 | SMARGBP | Smartsheet Inc-class A | -1% | EXIT | 清倉 |
| 49 | MNDY | monday.com Ltd. | -1.3% | EXIT | 清倉 |
| 50 | PODD | Insulet CORP | -1.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Stanley-Laman Group, Ltd. 在 Q3 2024 季度的美股持倉總市值約為 US$9.8億，共申報了 291 個公開持股部位。
在 Q3 2024 季度，Stanley-Laman Group, Ltd. 按市值排列的前三大核心持股分別為：MSFT (2.2%)、GAMB (1.9%)、CCJ (1.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.2% 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
SNOW
市值: US$716.5萬
本季最大獲利了結 / 清倉標的
PODD
前期市值: US$1345.6萬
在 Q3 2024 季度中，Stanley-Laman Group, Ltd. 共進行了 49 項持倉異動，包含新建倉 9 個部位、加碼 14 個部位、減碼 17 個部位以及清倉 9 個部位。 其中最大新建倉標的為 SNOW。 本季清倉部位包含 PODD。
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。