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: 0001512746
申報總市值
US$2.5億
US$2.5億
66 檔
19.5%
Q1 2024 季度申報顯示，Stone Run Capital, LLC 揭露的美股組合總市值為 US$2.5億，涵蓋 66 個不同之權益投資部位。
Q1 2024 的申報記錄反映 Stone Run Capital, LLC 的板塊替換策略：機構本季推動了 22 筆增持與 24 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 MLM, BRK-B, LIN）占據了總市值的 19.5%，展現出該機構在 Q1 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 | MLM | Martin Marietta Materials | 股票-原物料 | 4.06% | +0.60% | -9.78% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.87% | -0.67% | -3.98% | |
| 3 | LIN | Linde plc | 股票-原物料 | 3.73% | — | -3.45% | |
| 4 | IT | Gartner Inc | 股票-科技 | 3.62% | -1.15% | +0.38% | |
| 5 | ROP | Roper Technologies Inc | 股票-科技 | 3.61% | -0.95% | -4.72% | |
| 6 | SPGI | S&p Global Inc | 股票-金融 | 3.47% | -0.62% | -8.67% | |
| 7 | MIDD | Middleby CORP | 股票-工業 | 3.45% | -1.91% | +10.44% | |
| 8 | ADSK | Autodesk Inc | 股票-科技 | 3.42% | +0.23% | -5.17% | |
| 9 | LII | Lennox International Inc | 股票-工業 | 3.19% | -0.37% | +0.59% | |
| 10 | HEI | Heico CORP | 股票-工業 | 3.12% | +0.51% | — | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.07% | +0.03% | -3.49% | |
| 12 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 2.84% | — | -2.44% | |
| 13 | PAYX | Paychex Inc | 股票-科技 | 2.82% | -0.63% | -1.60% | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 2.71% | — | -7.56% | |
| 15 | WTS | Watts Water Technologies-a | 股票-工業 | 2.69% | +0.67% | +0.46% | |
| 16 | STE | STERIS plc | 股票-醫療保健 | 2.56% | +0.02% | -5.10% | |
| 17 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.53% | — | -3.79% | |
| 18 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 2.51% | -0.58% | -18.41% | |
| 19 | APH | Amphenol Corp-cl A | 股票-科技 | 2.43% | +1.94% | +2.55% | |
| 20 | FISV | Fiserv Inc | 股票-其他 | 2.32% | -1.43% | -1.30% | |
| 21 | AKX | Ansys Inc | 股票-其他 | 2.31% | -2.14% | EXIT | |
| 22 | ANETEUR | Arista Networks Inc | 股票-其他 | 2.23% | — | — | |
| 23 | RVTY | Revvity Inc | 股票-醫療保健 | 2.17% | -0.49% | +28.62% | |
| 24 | TECH | Bio-techne CORP | 股票-醫療保健 | 2.15% | — | -2.08% | |
| 25 | TRMB | Trimble Inc | 股票-科技 | 2.15% | +0.48% | +52.15% | |
| 26 | WAB | Wabtec CORP | 股票-工業 | 2.05% | +0.05% | +166.32% | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 2.00% | -0.51% | -1.02% | |
| 28 | EMR | Emerson Electric Co | 股票-工業 | 1.97% | -0.29% | -17.46% | |
| 29 | ECL | Ecolab Inc | 股票-原物料 | 1.92% | +0.03% | -4.38% | |
| 30 | NDSN | Nordson CORP | 股票-工業 | 1.92% | +0.24% | +19.77% | |
| 31 | XYL | Xylem Inc | 股票-工業 | 1.69% | +0.26% | +0.44% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.65% | -0.55% | EXIT | |
| 33 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 1.52% | — | +240.09% | |
| 34 | EPAM | Epam Systems Inc | 股票-科技 | 1.35% | -0.19% | -3.76% | |
| 35 | VLTO | Veralto CORP | 股票-工業 | 1.02% | -0.46% | +54.09% | |
| 36 | FTV | Fortive CORP | 股票-科技 | 1.00% | -0.28% | +8.54% | |
| 37 | GGG | Graco Inc | 股票-工業 | 0.97% | — | +170.50% | |
| 38 | GLW | Corning Inc | 股票-科技 | 0.76% | +2.08% | -7.62% | |
| 39 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.73% | +0.28% | +20.72% | |
| 40 | PTC | Ptc Inc | 股票-科技 | 0.68% | +0.12% | +1.08% | |
| 41 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.58% | — | +0.01% | |
| 42 | AAPL | Apple Inc | 股票-科技 | 0.46% | +0.05% | — | |
| 43 | FTNT | Fortinet Inc | 股票-科技 | 0.42% | — | -5.88% | |
| 44 | XRAY | Dentsply Sirona Inc | 股票-醫療保健 | 0.41% | — | -28.73% | |
| 45 | TER | Teradyne Inc | 股票-科技 | 0.40% | +0.48% | — | |
| 46 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.38% | — | — | |
| 47 | VNT | Vontier CORP | 股票-科技 | 0.35% | — | +98.58% | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.35% | — | +35.14% | |
| 49 | AIN | Albany Intl Corp-cl A | 股票-其他 | 0.24% | — | -14.83% | |
| 50 | ITW | Illinois Tool Works | 股票-工業 | 0.21% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADBE | Adobe Inc | +1.7% | NEW | 新建倉 |
| 2 | WAB | Wabtec CORP | +1.3% | +166.32% | 加碼 |
| 3 | IFF | Intl Flavors & Fragrances | +1.1% | +240.09% | 加碼 |
| 4 | TRMB | Trimble Inc | +0.8% | +52.15% | 加碼 |
| 5 | GGG | Graco Inc | +0.6% | +170.50% | 加碼 |
| 6 | TER | Teradyne Inc | +0.4% | NEW | 新建倉 |
| 7 | VLTO | Veralto CORP | +0.3% | +54.09% | 加碼 |
| 8 | MIDD | Middleby CORP | +0.3% | +10.44% | 加碼 |
| 9 | EW | Edwards Lifesciences CORP | +0.2% | -2.44% | 減碼 |
| 10 | ANETEUR | Arista Networks Inc | +0.2% | — | 不變 |
| 11 | RVTY | Revvity Inc | +0.2% | +28.62% | 加碼 |
| 12 | VNT | Vontier CORP | +0.2% | +98.58% | 加碼 |
| 13 | NDSN | Nordson CORP | +0.2% | +19.77% | 加碼 |
| 14 | APH | Amphenol Corp-cl A | +0.1% | +2.55% | 加碼 |
| 15 | FISV | Fiserv Inc | +0.1% | -1.30% | 減碼 |
| 16 | FTV | Fortive CORP | +0.1% | +8.54% | 加碼 |
| 17 | ABBV | Abbvie Inc | +0.1% | +35.14% | 加碼 |
| 18 | DAY | Dayforce Inc | +0.1% | NEW | 新建倉 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.98% | 減碼 |
| 20 | PANW | Palo Alto Networks Inc | 0% | +20.72% | 加碼 |
| 21 | XYL | Xylem Inc | 0% | +0.44% | 加碼 |
| 22 | ISRG | Intuitive Surgical Inc | 0% | — | 不變 |
| 23 | FTNT | Fortinet Inc | 0% | -5.88% | 減碼 |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -1.02% | 減碼 |
| 25 | ECL | Ecolab Inc | 0% | -4.38% | 減碼 |
| 26 | PTC | Ptc Inc | 0% | +1.08% | 加碼 |
| 27 | MLM | Martin Marietta Materials | 0% | -9.78% | 減碼 |
| 28 | LII | Lennox International Inc | -0.1% | +0.59% | 加碼 |
| 29 | AIN | Albany Intl Corp-cl A | -0.1% | -14.83% | 減碼 |
| 30 | LIN | Linde plc | -0.1% | -3.45% | 減碼 |
| 31 | INTC | Intel CORP | -0.1% | EXIT | 清倉 |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | -3.79% | 減碼 |
| 33 | AAPL | Apple Inc | -0.1% | — | 不變 |
| 34 | HEI | Heico CORP | -0.2% | — | 不變 |
| 35 | TFX | Teleflex Inc | -0.2% | EXIT | 清倉 |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.2% | -3.49% | 減碼 |
| 37 | IT | Gartner Inc | -0.2% | +0.38% | 加碼 |
| 38 | WTS | Watts Water Technologies-a | -0.3% | +0.46% | 加碼 |
| 39 | XRAY | Dentsply Sirona Inc | -0.3% | -28.73% | 減碼 |
| 40 | PAYX | Paychex Inc | -0.3% | -1.60% | 減碼 |
| 41 | EMR | Emerson Electric Co | -0.3% | -17.46% | 減碼 |
| 42 | EPAM | Epam Systems Inc | -0.3% | -3.76% | 減碼 |
| 43 | ADSK | Autodesk Inc | -0.4% | -5.17% | 減碼 |
| 44 | AKX | Ansys Inc | -0.4% | +0.87% | 加碼 |
| 45 | STE | STERIS plc | -0.4% | -5.10% | 減碼 |
| 46 | ROP | Roper Technologies Inc | -0.5% | -4.72% | 減碼 |
| 47 | TECH | Bio-techne CORP | -0.6% | -2.08% | 減碼 |
| 48 | APD | Air Products & Chemicals Inc | -0.6% | -69.20% | 減碼 |
| 49 | BDX | Becton Dickinson And Co | -0.9% | -18.41% | 減碼 |
| 50 | SPGI | S&p Global Inc | -1% | -8.67% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Stone Run Capital, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$2.5億，共申報了 66 個公開持股部位。
在 Q1 2024 季度，Stone Run Capital, LLC 按市值排列的前三大核心持股分別為：MLM (4.1%)、BRK-B (3.9%)、LIN (3.7%)。其中最大持股部位 MLM 佔據整體投資組合約 4.1% 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
ADBE
市值: US$432.7萬
本季最大獲利了結 / 清倉標的
TFX
前期市值: US$37.4萬
在 Q1 2024 季度中，Stone Run Capital, LLC 共進行了 46 項持倉異動，包含新建倉 3 個部位、加碼 19 個部位、減碼 22 個部位以及清倉 2 個部位。 其中最大新建倉標的為 ADBE。 本季清倉部位包含 TFX。
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。