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: 0001904832
申報總市值
US$4.0億
US$4.0億
188 檔
12.9%
在 Q3 2024 申報期間，Stiles Financial Services Inc（CIK: 0001904832）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$4.0億，共持有 188 個公開申報部位。
Q3 2024 數據顯示 Stiles Financial Services Inc 積極進場，新開立 13 個部位並同步加碼 109 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, COST）累計市值佔比達 12.9%，是驅動 Stiles Financial Services Inc 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 | NVDA | Nvidia CORP | 股票-科技 | 6.59% | -0.45% | +0.58% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.88% | -0.28% | -1.19% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.61% | -0.63% | +1.32% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.60% | -0.15% | +0.74% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.43% | -0.27% | -1.32% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.42% | +0.03% | -2.00% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.20% | +2.45% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.19% | -0.06% | +1861.03% | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.89% | -0.01% | +0.98% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.65% | +0.02% | +0.56% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 1.54% | +0.13% | +4.30% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.40% | +1.82% | -1.82% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.37% | -0.19% | +2.02% | |
| 14 | TGT | Target CORP | 股票-循環性消費 | 1.32% | -0.06% | +10.64% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | -0.05% | -1.73% | |
| 16 | FAST | Fastenal Co | 股票-工業 | 1.30% | -0.24% | +2.49% | |
| 17 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.27% | -0.30% | +2.66% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 1.26% | +0.27% | +0.49% | |
| 19 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.26% | — | +11.83% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.24% | -0.07% | +3.51% | |
| 21 | PSA | Public Storage | 股票-房地產 | 1.18% | -0.01% | +3.94% | |
| 22 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.17% | -0.19% | +2.18% | |
| 23 | RTX | Rtx CORP | 股票-工業 | 1.12% | -0.26% | +0.42% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | +0.04% | -1.97% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.11% | -0.46% | +4.00% | |
| 26 | CME | Cme Group Inc | 股票-金融 | 1.11% | -0.44% | +4.25% | |
| 27 | ASML | ASML Holding N.V. | 股票-科技 | 1.10% | +0.65% | +18.01% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.07% | -0.20% | +0.00% | |
| 29 | ACN | Accenture plc | 股票-科技 | 1.07% | -0.32% | +1.16% | |
| 30 | OMC | Omnicom Group | 股票-通訊服務 | 1.05% | -0.13% | +0.29% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.01% | -0.28% | +2.27% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工業 | 1.00% | -0.23% | -2.09% | |
| 33 | FDS | Factset Research Systems Inc | 股票-金融 | 0.94% | -0.06% | -3.66% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.92% | +0.03% | -4.10% | |
| 35 | AMT | American Tower CORP | 股票-房地產 | 0.92% | -0.12% | +4.62% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.88% | -0.22% | +4.03% | |
| 37 | STLD | Steel Dynamics Inc | 股票-原物料 | 0.88% | +0.05% | +5.25% | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.85% | -0.23% | +1.17% | |
| 39 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.82% | +0.06% | +108.96% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.79% | -0.21% | +8.78% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.79% | -0.06% | -3.97% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.02% | -23.80% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.77% | +0.18% | -2.47% | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | -0.05% | +865.05% | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.73% | -0.04% | +2.56% | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.72% | -0.20% | -2.34% | |
| 47 | DVN | Devon Energy CORP | 股票-能源 | 0.70% | -0.20% | +8.89% | |
| 48 | GNRC | Generac Holdings Inc | 股票-工業 | 0.69% | +0.23% | +8.18% | |
| 49 | SNPS | Synopsys Inc | 股票-科技 | 0.67% | -0.03% | +1.33% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.06% | +5.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.1% | +1861.03% | 加碼 |
| 2 | AMAT | Applied Materials Inc | +0.2% | +251.97% | 加碼 |
| 3 | PSA | Public Storage | +0.2% | +3.94% | 加碼 |
| 4 | CMG | Chipotle Mexican Grill Inc | +0.2% | NEW | 新建倉 |
| 5 | BAX | Baxter International Inc | +0.2% | +159.94% | 加碼 |
| 6 | MKTX | Marketaxess Holdings Inc | +0.2% | +17.25% | 加碼 |
| 7 | XEL | Xcel Energy Inc | +0.2% | +2.18% | 加碼 |
| 8 | HD | Home Depot Inc | +0.1% | +3.51% | 加碼 |
| 9 | AMT | American Tower CORP | +0.1% | +4.62% | 加碼 |
| 10 | SHW | Sherwin-williams Co/the | +0.1% | +2.56% | 加碼 |
| 11 | NTRS | Northern Trust CORP | +0.1% | +41.73% | 加碼 |
| 12 | URI | United Rentals Inc | +0.1% | NEW | 新建倉 |
| 13 | RTX | Rtx CORP | +0.1% | +0.42% | 加碼 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | -2.09% | 減碼 |
| 15 | GNRC | Generac Holdings Inc | +0.1% | +8.18% | 加碼 |
| 16 | LULU | Lululemon Athletica Inc | +0.1% | +113.86% | 加碼 |
| 17 | NEE | Nextera Energy Inc | +0.1% | +0.00% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.1% | -2.14% | 減碼 |
| 19 | CMCSA | Comcast Corp-class A | +0.1% | +41.51% | 加碼 |
| 20 | IRM | Iron Mountain Inc | +0.1% | NEW | 新建倉 |
| 21 | TGT | Target CORP | +0.1% | +10.64% | 加碼 |
| 22 | FAST | Fastenal Co | +0.1% | +2.49% | 加碼 |
| 23 | ACN | Accenture plc | +0.1% | +1.16% | 加碼 |
| 24 | DUK | Duke Energy CORP | +0.1% | +4.03% | 加碼 |
| 25 | LYB | LyondellBasell Industries N.V. | +0.1% | +117.80% | 加碼 |
| 26 | CMS | Cms Energy CORP | +0.1% | NEW | 新建倉 |
| 27 | NI | Nisource Inc | +0.1% | NEW | 新建倉 |
| 28 | D | Dominion Energy Inc | +0.1% | NEW | 新建倉 |
| 29 | AXP | American Express Co | +0.1% | NEW | 新建倉 |
| 30 | EXC | Exelon CORP | +0.1% | NEW | 新建倉 |
| 31 | UNH | Unitedhealth Group Inc | +0.1% | -2.00% | 減碼 |
| 32 | CME | Cme Group Inc | +0.1% | +4.25% | 加碼 |
| 33 | LEN | Lennar Corp-a | +0.1% | +4.50% | 加碼 |
| 34 | ADP | Automatic Data Processing | +0.1% | +16.56% | 加碼 |
| 35 | PPL | Ppl CORP | +0.1% | NEW | 新建倉 |
| 36 | CARR | Carrier Global CORP | +0.1% | NEW | 新建倉 |
| 37 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 38 | AEBA | Allete Inc | +0.1% | NEW | 新建倉 |
| 39 | NFLX | Netflix Inc | +0.1% | +82.46% | 加碼 |
| 40 | GS | Goldman Sachs Group Inc | +0.1% | NEW | 新建倉 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.32% | 減碼 |
| 42 | OMC | Omnicom Group | +0.1% | +0.29% | 加碼 |
| 43 | BX | Blackstone Inc | +0.1% | -3.97% | 減碼 |
| 44 | CMI | Cummins Inc | +0.1% | +3.79% | 加碼 |
| 45 | BMY | Bristol-myers Squibb Co | +0.1% | +0.91% | 加碼 |
| 46 | SO | Southern Co/the | +0.1% | +12.05% | 加碼 |
| 47 | MCD | Mcdonald's CORP | +0.1% | +2.90% | 加碼 |
| 48 | ICE | Intercontinental Exchange In | +0.1% | +30.14% | 加碼 |
| 49 | NUE | Nucor CORP | +0.1% | +59.12% | 加碼 |
| 50 | WSM | Williams-sonoma Inc | 0% | +108.96% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Stiles Financial Services Inc 在 Q3 2024 季度的美股持倉總市值約為 US$4.0億，共申報了 188 個公開持股部位。
在 Q3 2024 季度，Stiles Financial Services Inc 按市值排列的前三大核心持股分別為：NVDA (6.6%)、AAPL (3.9%)、COST (2.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.6% 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
CMG
市值: US$54.1萬
本季最大獲利了結 / 清倉標的
UTHR
前期市值: US$43.3萬
在 Q3 2024 季度中，Stiles Financial Services Inc 共進行了 183 項持倉異動，包含新建倉 13 個部位、加碼 109 個部位、減碼 53 個部位以及清倉 8 個部位。 其中最大新建倉標的為 CMG。 本季清倉部位包含 UTHR。
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。