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: 0001844873
申報總市值
US$11.7億
US$11.7億
69 檔
13.6%
在 Q1 2024 申報期間，Waycross Partners, LLC（CIK: 0001844873）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$11.7億，共持有 69 個公開申報部位。
觀察 Q1 2024 的資金脈絡，Waycross Partners, LLC 在獲利結算 10 檔個股的同時，將資本重新部署至 1 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AAPL）累計市值佔比達 13.6%，是驅動 Waycross Partners, LLC 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 | MSFT | Microsoft CORP | 股票-科技 | 7.03% | -0.55% | +14.12% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.06% | -0.06% | -6.77% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.01% | +0.18% | +5.42% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.93% | -0.48% | -18.04% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.37% | +0.84% | +28.14% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.19% | +0.53% | -9.99% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.64% | +0.15% | +5.96% | |
| 8 | TGT | Target CORP | 股票-循環性消費 | 3.37% | — | +8.40% | |
| 9 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 3.25% | -0.14% | -9.46% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.92% | -0.21% | +7.29% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.88% | -0.24% | +8.43% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.88% | — | +7.45% | |
| 13 | ADI | Analog Devices Inc | 股票-科技 | 2.63% | — | +8.13% | |
| 14 | SYY | Sysco CORP | 股票-非循環性消費 | 2.63% | — | +43.14% | |
| 15 | EMR | Emerson Electric Co | 股票-工業 | 2.60% | +2.21% | NEW | |
| 16 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.56% | — | +7.77% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 2.50% | — | +8.50% | |
| 18 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.49% | — | +26.78% | |
| 19 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 2.25% | — | +9.14% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.22% | — | +8.73% | |
| 21 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 2.21% | — | +9.04% | |
| 22 | CB | Chubb Limited | 股票-金融 | 2.18% | — | +8.39% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 2.10% | — | +7.49% | |
| 24 | MRVL | Marvell Technology Inc | 股票-科技 | 2.06% | — | +9.09% | |
| 25 | CSX | Csx CORP | 股票-工業 | 1.92% | — | +7.18% | |
| 26 | NSC | Norfolk Southern CORP | 股票-工業 | 1.80% | — | +9.45% | |
| 27 | C | Citigroup Inc | 股票-金融 | 1.73% | +0.38% | -11.40% | |
| 28 | EOG | Eog Resources Inc | 股票-能源 | 1.65% | — | +9.16% | |
| 29 | HUM | Humana Inc | 股票-醫療保健 | 1.52% | — | -16.75% | |
| 30 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.01% | — | +6.70% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | — | -7.69% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.74% | — | +40.00% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.63% | -0.02% | — | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +1.65% | — | |
| 35 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.50% | — | — | |
| 36 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.48% | — | — | |
| 37 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.45% | — | — | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.44% | — | — | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.42% | -0.06% | — | |
| 40 | COR | Cencora Inc | 股票-醫療保健 | 0.42% | — | — | |
| 41 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.39% | — | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.38% | — | — | |
| 43 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.36% | — | -27.27% | |
| 44 | WDC | Western Digital CORP | 股票-科技 | 0.35% | — | — | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.35% | — | — | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.34% | — | — | |
| 47 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.34% | — | +50.00% | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.33% | — | — | |
| 49 | DG | Dollar General CORP | 股票-非循環性消費 | 0.32% | — | — | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.31% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -6.77% | 減碼 |
| 2 | MSFT | Microsoft CORP | +1% | +14.12% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | +28.14% | 加碼 |
| 4 | SYY | Sysco CORP | +0.8% | +43.14% | 加碼 |
| 5 | TGT | Target CORP | +0.7% | +8.40% | 加碼 |
| 6 | ABBV | Abbvie Inc | +0.5% | +5.96% | 加碼 |
| 7 | EW | Edwards Lifesciences CORP | +0.5% | +9.04% | 加碼 |
| 8 | ALGN | Align Technology Inc | +0.5% | NEW | 新建倉 |
| 9 | EMR | Emerson Electric Co | +0.4% | +9.42% | 加碼 |
| 10 | WFC | Wells Fargo & Co | +0.4% | +8.50% | 加碼 |
| 11 | MA | Mastercard Inc - A | +0.3% | +8.43% | 加碼 |
| 12 | DIS | Walt Disney Co/the | +0.3% | +40.00% | 加碼 |
| 13 | MRVL | Marvell Technology Inc | +0.3% | +9.09% | 加碼 |
| 14 | CB | Chubb Limited | +0.3% | +8.39% | 加碼 |
| 15 | SBUX | Starbucks CORP | +0.2% | +26.78% | 加碼 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.2% | +8.73% | 加碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.2% | +7.29% | 加碼 |
| 18 | TJX | Tjx Companies Inc | +0.2% | +7.45% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.2% | -18.04% | 減碼 |
| 20 | ULTA | Ulta Beauty Inc | +0.2% | +9.14% | 加碼 |
| 21 | NSC | Norfolk Southern CORP | +0.1% | +9.45% | 加碼 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +7.49% | 加碼 |
| 23 | CSX | Csx CORP | +0.1% | +7.18% | 加碼 |
| 24 | EOG | Eog Resources Inc | +0.1% | +9.16% | 加碼 |
| 25 | LLY | Eli Lilly & Co | +0.1% | -7.69% | 減碼 |
| 26 | PYPL | Paypal Holdings Inc | +0.1% | +6.70% | 加碼 |
| 27 | AMD | Advanced Micro Devices | +0.1% | — | 不變 |
| 28 | CMG | Chipotle Mexican Grill Inc | +0.1% | — | 不變 |
| 29 | CCL1EUR | Carnival CORP LTD | +0.1% | +50.00% | 加碼 |
| 30 | WDC | Western Digital CORP | +0.1% | — | 不變 |
| 31 | CVS | Cvs Health CORP | — | +7.77% | 加碼 |
| 32 | C | Citigroup Inc | — | -11.40% | 減碼 |
| 33 | ADI | Analog Devices Inc | 0% | +8.13% | 加碼 |
| 34 | ISRG | Intuitive Surgical Inc | -0.1% | -9.46% | 減碼 |
| 35 | AMZN | Amazon.com Inc | -0.1% | -9.99% | 減碼 |
| 36 | MTB | M & T Bank CORP | -0.1% | EXIT | 清倉 |
| 37 | CVNA | Carvana Co | -0.1% | EXIT | 清倉 |
| 38 | LVS | Las Vegas Sands CORP | -0.2% | -27.27% | 減碼 |
| 39 | BA | Boeing Co/the | -0.2% | — | 不變 |
| 40 | WYNN | Wynn Resorts LTD | -0.2% | EXIT | 清倉 |
| 41 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | EXIT | 清倉 |
| 42 | ZTS | Zoetis Inc | -0.4% | EXIT | 清倉 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | EXIT | 清倉 |
| 44 | DE | Deere & Co | -0.4% | -78.38% | 減碼 |
| 45 | KRE | Ss Spdr S&p Regional Bank | -0.4% | EXIT | 清倉 |
| 46 | IWM | Ishares Russell 2000 ETF | -0.6% | EXIT | 清倉 |
| 47 | AAPL | Apple Inc | -0.8% | +5.42% | 加碼 |
| 48 | HUM | Humana Inc | -1.1% | -16.75% | 減碼 |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -1.2% | EXIT | 清倉 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Waycross Partners, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$11.7億，共申報了 69 個公開持股部位。
在 Q1 2024 季度，Waycross Partners, LLC 按市值排列的前三大核心持股分別為：MSFT (7.0%)、NVDA (6.1%)、AAPL (5.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.0% 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
ALGN
市值: US$262.3萬
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$2138.9萬
在 Q1 2024 季度中，Waycross Partners, LLC 共進行了 46 項持倉異動，包含新建倉 1 個部位、加碼 26 個部位、減碼 9 個部位以及清倉 10 個部位。 其中最大新建倉標的為 ALGN。 本季清倉部位包含 SPY。
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。