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
183 檔
13.7%
Q4 2024 季度申報顯示，Stiles Financial Services Inc 揭露的美股組合總市值為 US$4.0億，涵蓋 183 個不同之權益投資部位。
Q4 2024 的申報記錄反映 Stiles Financial Services Inc 的板塊替換策略：機構本季推動了 98 筆增持與 85 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, AMZN）占據了總市值的 13.7%，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 | NVDA | Nvidia CORP | 股票-科技 | 7.35% | -0.45% | -1.83% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.03% | -0.28% | -5.85% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.09% | -0.15% | -1.79% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.79% | -0.63% | +0.48% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.46% | -0.27% | +0.22% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.20% | +2.41% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.99% | -0.06% | -10.94% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.86% | +0.02% | -3.92% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 1.51% | +0.13% | +5.80% | |
| 10 | FAST | Fastenal Co | 股票-工業 | 1.38% | -0.24% | +2.74% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.37% | -0.19% | +0.52% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.35% | -0.01% | -3.29% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | -0.05% | -14.40% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | +0.04% | +0.40% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.26% | -0.07% | +2.52% | |
| 16 | TGT | Target CORP | 股票-循環性消費 | 1.26% | -0.06% | +7.00% | |
| 17 | ASML | ASML Holding N.V. | 股票-科技 | 1.25% | +0.65% | +33.80% | |
| 18 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.25% | -0.19% | +0.66% | |
| 19 | LRCX | Lam Research CORP | 股票-科技 | 1.24% | +1.93% | — | |
| 20 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 1.23% | -0.08% | — | |
| 21 | CME | Cme Group Inc | 股票-金融 | 1.23% | -0.44% | +2.33% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.20% | -0.46% | +2.57% | |
| 23 | TXN | Texas Instruments Inc | 股票-科技 | 1.18% | +0.27% | +0.32% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 1.07% | +1.82% | +1.06% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 1.07% | -0.26% | -3.29% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.06% | -0.32% | -2.50% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.06% | -0.28% | +2.47% | |
| 28 | PSA | Public Storage | 股票-房地產 | 1.06% | -0.01% | +5.76% | |
| 29 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.00% | -0.30% | +13.52% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.99% | -0.05% | -2.27% | |
| 31 | FDS | Factset Research Systems Inc | 股票-金融 | 0.96% | -0.06% | -4.80% | |
| 32 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.93% | +0.06% | -7.35% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.92% | -0.20% | -0.57% | |
| 34 | OMC | Omnicom Group | 股票-通訊服務 | 0.92% | -0.13% | +2.85% | |
| 35 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.90% | -0.23% | -3.69% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.88% | -0.22% | +4.58% | |
| 37 | STLD | Steel Dynamics Inc | 股票-原物料 | 0.87% | +0.05% | +7.32% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.87% | +0.18% | -0.88% | |
| 39 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.86% | -0.16% | +14.93% | |
| 40 | BX | Blackstone Inc | 股票-金融 | 0.85% | -0.06% | -6.51% | |
| 41 | GNRC | Generac Holdings Inc | 股票-工業 | 0.81% | +0.23% | +17.32% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.06% | +3.70% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | +0.03% | -7.13% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.76% | -0.21% | +8.77% | |
| 45 | INTU | Intuit Inc | 股票-科技 | 0.75% | -0.20% | -0.85% | |
| 46 | AMT | American Tower CORP | 股票-房地產 | 0.74% | -0.12% | +0.34% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.73% | -0.23% | -14.81% | |
| 48 | VLO | Valero Energy CORP | 股票-能源 | 0.69% | -0.21% | +20.72% | |
| 49 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.69% | -0.04% | +2.24% | |
| 50 | CMI | Cummins Inc | 股票-工業 | 0.67% | +0.08% | +0.47% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.2% | NEW | 新建倉 |
| 2 | BKLC | Bny Mellon US Lrg Cap Cor | +1.2% | NEW | 新建倉 |
| 3 | NVDA | Nvidia CORP | +0.8% | -1.83% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.5% | -1.79% | 減碼 |
| 5 | CEG | Constellation Energy | +0.4% | NEW | 新建倉 |
| 6 | MPWR | Monolithic Power Systems Inc | +0.3% | NEW | 新建倉 |
| 7 | AVGO | Broadcom Inc | +0.3% | -2.27% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.92% | 減碼 |
| 9 | ARCC | Ares Capital CORP | +0.2% | +91.23% | 加碼 |
| 10 | DLR | Digital Realty Trust Inc | +0.2% | +14.93% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +0.40% | 加碼 |
| 12 | COST | Costco Wholesale CORP | +0.2% | +0.48% | 加碼 |
| 13 | LULU | Lululemon Athletica Inc | +0.2% | +14.21% | 加碼 |
| 14 | ASML | ASML Holding N.V. | +0.2% | +33.80% | 加碼 |
| 15 | AAPL | Apple Inc | +0.2% | -5.85% | 減碼 |
| 16 | GSBD | Goldman Sachs Bdc Inc | +0.1% | NEW | 新建倉 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +3.70% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.1% | +46.37% | 加碼 |
| 19 | SMCI | Super Micro Computer Inc | +0.1% | NEW | 新建倉 |
| 20 | GNRC | Generac Holdings Inc | +0.1% | +17.32% | 加碼 |
| 21 | CME | Cme Group Inc | +0.1% | +2.33% | 加碼 |
| 22 | WSM | Williams-sonoma Inc | +0.1% | -7.35% | 減碼 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | -0.88% | 減碼 |
| 24 | SDVY | First Trust Smid Cap Rising | +0.1% | +85.48% | 加碼 |
| 25 | TJX | Tjx Companies Inc | +0.1% | +2.57% | 加碼 |
| 26 | CCI | Crown Castle Inc | +0.1% | NEW | 新建倉 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建倉 |
| 28 | SMOT | Vaneck Morningstar Smid Moat | +0.1% | +47.09% | 加碼 |
| 29 | NTRS | Northern Trust CORP | +0.1% | +3.46% | 加碼 |
| 30 | VLO | Valero Energy CORP | +0.1% | +20.72% | 加碼 |
| 31 | XEL | Xcel Energy Inc | +0.1% | +0.66% | 加碼 |
| 32 | FAST | Fastenal Co | +0.1% | +2.74% | 加碼 |
| 33 | ULTA | Ulta Beauty Inc | +0.1% | NEW | 新建倉 |
| 34 | BMY | Bristol-myers Squibb Co | +0.1% | +2.02% | 加碼 |
| 35 | CMI | Cummins Inc | +0.1% | +0.47% | 加碼 |
| 36 | MSFT | Microsoft CORP | +0.1% | +2.41% | 加碼 |
| 37 | SNA | Snap-on Inc | +0.1% | +0.57% | 加碼 |
| 38 | BX | Blackstone Inc | +0.1% | -6.51% | 減碼 |
| 39 | EQIX | Equinix Inc | +0.1% | +18.89% | 加碼 |
| 40 | CB | Chubb Limited | +0.1% | +20.62% | 加碼 |
| 41 | LYB | LyondellBasell Industries N.V. | +0.1% | +57.91% | 加碼 |
| 42 | UPS | United Parcel Service-cl B | +0.1% | +16.11% | 加碼 |
| 43 | NOW | Servicenow Inc | +0.1% | — | 不變 |
| 44 | ISRG | Intuitive Surgical Inc | +0.1% | -3.69% | 減碼 |
| 45 | ABT | Abbott Laboratories | +0.1% | +2.47% | 加碼 |
| 46 | UNP | Union Pacific CORP | 0% | +29.61% | 加碼 |
| 47 | URI | United Rentals Inc | 0% | +52.20% | 加碼 |
| 48 | PLTR | Palantir Technologies Inc-a | 0% | -27.17% | 減碼 |
| 49 | CDNS | Cadence Design Sys Inc | 0% | — | 不變 |
| 50 | ETR | Entergy CORP | 0% | +100.87% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Stiles Financial Services Inc 在 Q4 2024 季度的美股持倉總市值約為 US$4.0億，共申報了 183 個公開持股部位。
在 Q4 2024 季度，Stiles Financial Services Inc 按市值排列的前三大核心持股分別為：NVDA (7.3%)、AAPL (4.0%)、AMZN (3.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.3% 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
LRCX
市值: US$343.6萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$356.4萬
在 Q4 2024 季度中，Stiles Financial Services Inc 共進行了 183 項持倉異動，包含新建倉 9 個部位、加碼 89 個部位、減碼 71 個部位以及清倉 14 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。