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: 0001925853
申報總市值
US$4.2億
US$4.2億
128 檔
14.1%
Q4 2024 季度申報顯示，Sterling Investment Counsel, LLC 揭露的美股組合總市值為 US$4.2億，涵蓋 128 個不同之權益投資部位。
Sterling Investment Counsel, LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 50 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 IVW, QQQM, JEPI）占據了總市值的 14.1%，展現出該機構在 Q4 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 11.41% | +0.34% | -41.27% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 9.20% | +0.71% | -41.47% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 6.98% | -1.13% | -47.67% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 6.16% | -0.28% | -46.70% | |
| 5 | CGXU | Cap Group Intl Focus | ETF-其他 | 5.74% | +0.08% | -41.78% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.16% | -0.08% | -40.57% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.97% | +0.04% | -0.01% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.76% | +0.11% | -33.17% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | +0.02% | -29.79% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.39% | +0.20% | -30.74% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.22% | -51.70% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.26% | -0.20% | -30.77% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.73% | -0.03% | -56.24% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.23% | -0.12% | -41.67% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.11% | -55.18% | |
| 16 | ARKW | Ark Next Generation Internet | ETF-其他 | 1.16% | +0.03% | -12.29% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.13% | -0.10% | -75.55% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.13% | -0.06% | -23.08% | |
| 19 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.02% | -0.35% | — | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.95% | -0.11% | -1.54% | |
| 21 | HMOP | Hartford Municipal Opp ETF | ETF-其他 | 0.93% | — | -70.56% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | -0.05% | -64.58% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.09% | -32.38% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.75% | -0.05% | -18.20% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.71% | -0.04% | -17.46% | |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.69% | -0.04% | +2.82% | |
| 27 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 0.69% | — | -17.08% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.64% | -0.06% | -51.86% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.61% | -0.01% | -32.90% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.59% | +0.01% | -52.67% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.58% | — | -52.42% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.29% | -72.27% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.50% | -0.03% | -55.12% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | -0.08% | -70.31% | |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.48% | -0.06% | -0.47% | |
| 36 | TMP | Tompkins Financial CORP | 股票-其他 | 0.46% | -0.09% | -10.00% | |
| 37 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.44% | +0.02% | -25.71% | |
| 38 | MTB | M & T Bank CORP | 股票-金融 | 0.43% | — | -39.70% | |
| 39 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.42% | — | — | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.42% | +0.01% | -57.10% | |
| 41 | CTAS | Cintas CORP | 股票-工業 | 0.42% | -0.04% | — | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | -0.09% | -48.97% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.41% | -0.25% | -58.76% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | -0.04% | -27.41% | |
| 45 | BUG | Global X Cybersecurity ETF | ETF-其他 | 0.40% | +0.07% | -12.72% | |
| 46 | GLW | Corning Inc | 股票-科技 | 0.39% | +0.03% | -1.20% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.37% | -0.04% | -47.01% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.36% | -0.04% | -52.33% | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.35% | +0.04% | -57.31% | |
| 50 | IP | International Paper Co | 股票-循環性消費 | 0.34% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1.5% | -41.27% | 減碼 |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +1.1% | -41.47% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | -33.17% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.7% | -29.79% | 減碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -30.77% | 減碼 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.4% | -40.57% | 減碼 |
| 7 | AAPL | Apple Inc | +0.4% | -46.70% | 減碼 |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | -30.74% | 減碼 |
| 9 | META | Meta Platforms Inc-class A | +0.1% | -41.67% | 減碼 |
| 10 | DIS | Walt Disney Co/the | 0% | -52.42% | 減碼 |
| 11 | MCD | Mcdonald's CORP | -0.1% | -48.97% | 減碼 |
| 12 | MRK | Merck & Co. Inc. | -0.1% | -47.01% | 減碼 |
| 13 | CGXU | Cap Group Intl Focus | -0.1% | -41.78% | 減碼 |
| 14 | JPM | Jpmorgan Chase & Co | -0.1% | -55.18% | 減碼 |
| 15 | AMZN | Amazon.com Inc | -0.1% | -56.24% | 減碼 |
| 16 | IVE | Ishares S&p 500 Value ETF | -0.1% | -51.86% | 減碼 |
| 17 | ETN | Eaton Corporation plc | -0.1% | -60.53% | 減碼 |
| 18 | HD | Home Depot Inc | -0.1% | -55.12% | 減碼 |
| 19 | TMO | Thermo Fisher Scientific Inc | -0.1% | -52.33% | 減碼 |
| 20 | CRM | Salesforce Inc | -0.1% | -69.78% | 減碼 |
| 21 | XLE | Ss Energy Select Sector | -0.1% | -58.76% | 減碼 |
| 22 | PH | Parker Hannifin CORP | -0.2% | -68.05% | 減碼 |
| 23 | ABBV | Abbvie Inc | -0.2% | -57.10% | 減碼 |
| 24 | XLB | Ss Materials Select Sector | -0.2% | -72.67% | 減碼 |
| 25 | UNH | Unitedhealth Group Inc | -0.2% | -52.67% | 減碼 |
| 26 | SO | Southern Co/the | -0.2% | -72.42% | 減碼 |
| 27 | PLD | Prologis Inc | -0.2% | -65.83% | 減碼 |
| 28 | AMGN | Amgen Inc | -0.2% | EXIT | 清倉 |
| 29 | STZ | Constellation Brands Inc-a | -0.3% | EXIT | 清倉 |
| 30 | SYK | Stryker CORP | -0.3% | EXIT | 清倉 |
| 31 | JNJ | Johnson & Johnson | -0.3% | EXIT | 清倉 |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | -0.3% | EXIT | 清倉 |
| 33 | V | Visa Inc-class A Shares | -0.3% | -64.58% | 減碼 |
| 34 | NOW | Servicenow Inc | -0.3% | -81.04% | 減碼 |
| 35 | BLKCHF | Blackrock Inc | -0.3% | EXIT | 清倉 |
| 36 | MSFT | Microsoft CORP | -0.3% | -51.70% | 減碼 |
| 37 | PEP | Pepsico Inc | -0.3% | EXIT | 清倉 |
| 38 | PANW | Palo Alto Networks Inc | -0.4% | -56.42% | 減碼 |
| 39 | GOOG | Alphabet Inc-cl C | -0.4% | -81.40% | 減碼 |
| 40 | WMT | Walmart Inc | -0.4% | -72.27% | 減碼 |
| 41 | LLY | Eli Lilly & Co | -0.5% | EXIT | 清倉 |
| 42 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | -47.67% | 減碼 |
| 43 | DGRO | Ishares Core Dividend Growth | -0.5% | -82.93% | 減碼 |
| 44 | KO | Coca-cola Co/the | -0.5% | -70.31% | 減碼 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -84.72% | 減碼 |
| 46 | IWF | Ishares Russell 1000 Growth | -0.8% | EXIT | 清倉 |
| 47 | HMOP | Hartford Municipal Opp ETF | -0.8% | -70.56% | 減碼 |
| 48 | MUB | Ishares National Muni Bond E | -0.8% | EXIT | 清倉 |
| 49 | SGOV | Ishares 0-3 Month Treasury B | -1% | EXIT | 清倉 |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.3% | -75.55% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sterling Investment Counsel, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$4.2億，共申報了 128 個公開持股部位。
在 Q4 2024 季度，Sterling Investment Counsel, LLC 按市值排列的前三大核心持股分別為：IVW (11.4%)、QQQM (9.2%)、JEPI (7.0%)。其中最大持股部位 IVW 佔據整體投資組合約 11.4% 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。
本季最大獲利了結 / 清倉標的
SGOV
前期市值: US$275.7萬
在 Q4 2024 季度中，Sterling Investment Counsel, LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 0 個部位、減碼 39 個部位以及清倉 11 個部位。 本季清倉部位包含 SGOV。
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。