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: 0001731876
申報總市值
US$10.1億
US$10.1億
126 檔
17.5%
根據最新整理的 13F 季度數據集，Steigerwald, Gordon & Koch Inc. 於 Q4 2024 結束時的管理資產規模為 US$10.1億。該機構在本季度申報了 126 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Steigerwald, Gordon & Koch Inc. 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 25 檔、減碼 24 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Steigerwald, Gordon & Koch Inc. 的前 5 大持股（包含 AAPL, MSFT, DKS）貢獻了組合市值的 17.5%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.69% | +0.37% | -2.14% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.18% | -0.08% | -1.26% | |
| 3 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 3.63% | +0.22% | -5.68% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.52% | +0.21% | -2.42% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 2.95% | -0.49% | -3.33% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.94% | +0.24% | -0.59% | |
| 7 | CACI | Caci International Inc -cl A | 股票-科技 | 2.83% | -0.65% | -1.58% | |
| 8 | SYK | Stryker CORP | 股票-醫療保健 | 2.82% | -0.16% | -1.36% | |
| 9 | ACN | Accenture plc | 股票-科技 | 2.77% | -0.62% | -1.23% | |
| 10 | DE | Deere & Co | 股票-工業 | 2.71% | +0.20% | -1.70% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 2.71% | -0.03% | +1.16% | |
| 12 | ADP | Automatic Data Processing | 股票-科技 | 2.67% | +0.09% | -2.14% | |
| 13 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.63% | -0.32% | +1.10% | |
| 14 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.61% | +0.22% | -0.56% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 2.53% | -0.24% | +1.02% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 2.51% | +0.29% | -0.32% | |
| 17 | MCK | Mckesson CORP | 股票-醫療保健 | 2.41% | -0.53% | +4.03% | |
| 18 | CARR | Carrier Global CORP | 股票-工業 | 2.36% | +0.43% | -1.41% | |
| 19 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.15% | -0.64% | +2.12% | |
| 20 | AMGN | Amgen Inc | 股票-醫療保健 | 2.07% | -0.04% | +0.62% | |
| 21 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.07% | -0.18% | +2.04% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 2.05% | -0.43% | +1.72% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.98% | -0.22% | +3.57% | |
| 24 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.85% | +0.37% | +2.83% | |
| 25 | VTR | Ventas Inc | 股票-房地產 | 1.85% | +0.09% | +0.51% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.84% | -0.01% | +1.20% | |
| 27 | SYY | Sysco CORP | 股票-非循環性消費 | 1.70% | +0.16% | +0.21% | |
| 28 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.63% | -0.28% | +0.60% | |
| 29 | OMC | Omnicom Group | 股票-通訊服務 | 1.58% | -0.18% | +0.77% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.56% | +0.04% | +0.50% | |
| 31 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.53% | -0.32% | +1.28% | |
| 32 | PFE | Pfizer Inc | 股票-醫療保健 | 1.51% | -0.30% | +10.22% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工業 | 1.49% | -0.08% | +4.75% | |
| 34 | GIS | General Mills Inc | 股票-非循環性消費 | 1.45% | -0.32% | +0.56% | |
| 35 | RVTY | Revvity Inc | 股票-醫療保健 | 1.44% | +0.16% | -0.05% | |
| 36 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.38% | -0.91% | EXIT | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.38% | -0.24% | +2.67% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.01% | +0.12% | +1.64% | |
| 39 | T | At&t Inc | 股票-通訊服務 | 0.97% | -0.40% | +1.86% | |
| 40 | CE | Celanese CORP | 股票-原物料 | 0.85% | — | -6.18% | |
| 41 | DOW | Dow Inc | 股票-原物料 | 0.84% | -0.12% | -3.33% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.72% | +0.03% | -9.57% | |
| 43 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.63% | +0.13% | -2.40% | |
| 44 | DHR | Danaher CORP | 股票-醫療保健 | 0.42% | -0.01% | -1.75% | |
| 45 | CTVA | Corteva Inc | 股票-原物料 | 0.41% | -0.05% | -0.80% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.37% | +0.05% | -1.12% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | +0.05% | -8.95% | |
| 48 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.31% | +0.03% | -2.07% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.31% | +0.02% | -1.03% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.27% | +0.07% | -1.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +0.6% | +1.16% | 加碼 |
| 2 | KMI | Kinder Morgan, Inc. | +0.5% | +2.04% | 加碼 |
| 3 | MCK | Mckesson CORP | +0.5% | +4.03% | 加碼 |
| 4 | AAPL | Apple Inc | +0.5% | -2.14% | 減碼 |
| 5 | V | Visa Inc-class A Shares | +0.5% | -0.59% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | -2.42% | 減碼 |
| 7 | WMT | Walmart Inc | +0.3% | -3.33% | 減碼 |
| 8 | DIS | Walt Disney Co/the | +0.3% | +2.67% | 加碼 |
| 9 | DKS | Dick's Sporting Goods Inc | +0.2% | -5.68% | 減碼 |
| 10 | ADP | Automatic Data Processing | +0.2% | -2.14% | 減碼 |
| 11 | TRV | Travelers Cos Inc/the | +0.2% | -0.56% | 減碼 |
| 12 | TROW | T Rowe Price Group Inc | +0.1% | +1.28% | 加碼 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | -26.86% | 減碼 |
| 14 | T | At&t Inc | +0.1% | +1.86% | 加碼 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.64% | 加碼 |
| 16 | BA | Boeing Co/the | +0.1% | -9.57% | 減碼 |
| 17 | SYK | Stryker CORP | +0.1% | -1.36% | 減碼 |
| 18 | ACN | Accenture plc | +0.1% | -1.23% | 減碼 |
| 19 | AMZN | Amazon.com Inc | +0.1% | -2.07% | 減碼 |
| 20 | CHKP | Check Point Software Technologies Ltd. | 0% | +1.10% | 加碼 |
| 21 | TSLA | Tesla Inc | 0% | -9.03% | 減碼 |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +0.74% | 加碼 |
| 23 | SYY | Sysco CORP | 0% | +0.21% | 加碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +14.67% | 加碼 |
| 25 | BLK | Blackrock Inc | 0% | NEW | 新建倉 |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | -2.10% | 減碼 |
| 27 | AVGO | Broadcom Inc | 0% | -1.06% | 減碼 |
| 28 | MSFT | Microsoft CORP | 0% | -1.26% | 減碼 |
| 29 | RTX | Rtx CORP | — | +1.02% | 加碼 |
| 30 | UPS | United Parcel Service-cl B | — | +4.75% | 加碼 |
| 31 | LLY | Eli Lilly & Co | 0% | -1.18% | 減碼 |
| 32 | VTR | Ventas Inc | -0.1% | +0.51% | 加碼 |
| 33 | BWA | Borgwarner Inc | -0.1% | -2.40% | 減碼 |
| 34 | DHR | Danaher CORP | -0.1% | -1.75% | 減碼 |
| 35 | 6D8 | Dupont De Nemours Inc | -0.1% | +4.92% | 加碼 |
| 36 | JNJ | Johnson & Johnson | -0.1% | +1.20% | 加碼 |
| 37 | OTIS | Otis Worldwide CORP | -0.1% | +0.60% | 加碼 |
| 38 | RVTY | Revvity Inc | -0.2% | -0.05% | 減碼 |
| 39 | GIS | General Mills Inc | -0.2% | +0.56% | 加碼 |
| 40 | KO | Coca-cola Co/the | -0.2% | +0.50% | 加碼 |
| 41 | NEE | Nextera Energy Inc | -0.2% | +3.57% | 加碼 |
| 42 | ADBE | Adobe Inc | -0.2% | +1.72% | 加碼 |
| 43 | OMC | Omnicom Group | -0.2% | +0.77% | 加碼 |
| 44 | ZTS | Zoetis Inc | -0.3% | +2.12% | 加碼 |
| 45 | DOW | Dow Inc | -0.3% | -3.33% | 減碼 |
| 46 | CARR | Carrier Global CORP | -0.4% | -1.41% | 減碼 |
| 47 | AMGN | Amgen Inc | -0.4% | +0.62% | 加碼 |
| 48 | ELV | Elevance Health Inc | -0.6% | +2.83% | 加碼 |
| 49 | CACI | Caci International Inc -cl A | -0.6% | -1.58% | 減碼 |
| 50 | CE | Celanese CORP | -0.9% | -6.18% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Steigerwald, Gordon & Koch Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$10.1億，共申報了 126 個公開持股部位。
在 Q4 2024 季度，Steigerwald, Gordon & Koch Inc. 按市值排列的前三大核心持股分別為：AAPL (5.7%)、MSFT (4.2%)、DKS (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.7% 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
BLK
市值: US$22.4萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$4790.5萬
在 Q4 2024 季度中，Steigerwald, Gordon & Koch Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 25 個部位、減碼 24 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BLK。
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。