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
71 檔
17.1%
Waycross Partners, LLC 在 Q2 2024 季度的美股部位總計估值為 US$11.7億，分散於 71 個持倉標的之中，反映其市場參與廣度與投資規模。
Waycross Partners, LLC 於 Q2 2024 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 28 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AAPL）累計市值佔比達 17.1%，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 | 7.34% | -0.55% | +10.23% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.27% | -0.06% | +884.52% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.08% | +0.18% | +10.87% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.22% | +0.84% | +10.86% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.96% | -0.48% | +8.49% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.56% | +0.53% | +13.69% | |
| 7 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 3.60% | -0.14% | +11.21% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.38% | +0.15% | +10.40% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.12% | -0.21% | +10.65% | |
| 10 | ADI | Analog Devices Inc | 股票-科技 | 3.03% | — | +11.80% | |
| 11 | TGT | Target CORP | 股票-循環性消費 | 2.78% | — | +10.81% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 2.64% | -0.24% | +12.20% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 2.57% | — | +12.36% | |
| 14 | EMR | Emerson Electric Co | 股票-工業 | 2.55% | +2.21% | NEW | |
| 15 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 2.36% | — | +24.02% | |
| 16 | SYY | Sysco CORP | 股票-非循環性消費 | 2.32% | — | +12.27% | |
| 17 | HON | Honeywell International Inc | 股票-工業 | 2.30% | -3.24% | EXIT | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.12% | — | +12.56% | |
| 19 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.11% | — | +11.53% | |
| 20 | MRVL | Marvell Technology Inc | 股票-科技 | 2.05% | — | +13.13% | |
| 21 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.99% | -0.49% | — | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.94% | — | +10.43% | |
| 23 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 1.91% | — | — | |
| 24 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.88% | — | +11.34% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.85% | — | +492.18% | |
| 26 | NSC | Norfolk Southern CORP | 股票-工業 | 1.84% | — | +36.02% | |
| 27 | C | Citigroup Inc | 股票-金融 | 1.73% | +0.38% | +11.95% | |
| 28 | EOG | Eog Resources Inc | 股票-能源 | 1.64% | — | +13.11% | |
| 29 | CSX | Csx CORP | 股票-工業 | 1.59% | — | +2.86% | |
| 30 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.86% | — | +10.08% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.69% | — | -16.67% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | -0.02% | — | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.53% | — | — | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.51% | — | -81.82% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.50% | +1.65% | — | |
| 36 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.48% | — | +4900.00% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.47% | — | +25.64% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | — | — | |
| 39 | SYK | Stryker CORP | 股票-醫療保健 | 0.37% | — | — | |
| 40 | BA | Boeing Co/the | 股票-工業 | 0.35% | -0.06% | — | |
| 41 | WDC | Western Digital CORP | 股票-科技 | 0.35% | — | — | |
| 42 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.35% | — | — | |
| 43 | COR | Cencora Inc | 股票-醫療保健 | 0.35% | — | — | |
| 44 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.34% | — | — | |
| 45 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.32% | — | — | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | — | +66.67% | |
| 47 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.30% | — | — | |
| 48 | HSIC | Henry Schein Inc | 股票-醫療保健 | 0.30% | — | — | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.28% | — | — | |
| 50 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.27% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HON | Honeywell International Inc | +2.3% | NEW | 新建倉 |
| 2 | LOW | Lowe's Cos Inc | +2% | NEW | 新建倉 |
| 3 | DLTR | Dollar Tree Inc | +1.9% | NEW | 新建倉 |
| 4 | UNH | Unitedhealth Group Inc | +1.5% | +492.18% | 加碼 |
| 5 | NVDA | Nvidia CORP | +1.2% | +884.52% | 加碼 |
| 6 | AAPL | Apple Inc | +1.1% | +10.87% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.9% | +10.86% | 加碼 |
| 8 | ADI | Analog Devices Inc | +0.4% | +11.80% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.4% | +13.69% | 加碼 |
| 10 | SYK | Stryker CORP | +0.4% | NEW | 新建倉 |
| 11 | ISRG | Intuitive Surgical Inc | +0.4% | +11.21% | 加碼 |
| 12 | MSFT | Microsoft CORP | +0.3% | +10.23% | 加碼 |
| 13 | HSIC | Henry Schein Inc | +0.3% | NEW | 新建倉 |
| 14 | MTD | Mettler-toledo International | +0.2% | NEW | 新建倉 |
| 15 | GS | Goldman Sachs Group Inc | +0.2% | +10.65% | 加碼 |
| 16 | EW | Edwards Lifesciences CORP | +0.2% | +24.02% | 加碼 |
| 17 | BAC | Bank Of America CORP | +0.1% | +66.67% | 加碼 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +12.36% | 加碼 |
| 19 | NSC | Norfolk Southern CORP | 0% | +36.02% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | 0% | +8.49% | 加碼 |
| 21 | MRK | Merck & Co. Inc. | 0% | +25.64% | 加碼 |
| 22 | COST | Costco Wholesale CORP | 0% | — | 不變 |
| 23 | C | Citigroup Inc | — | +11.95% | 加碼 |
| 24 | CCL1EUR | Carnival CORP LTD | — | — | 不變 |
| 25 | MRVL | Marvell Technology Inc | 0% | +13.13% | 加碼 |
| 26 | EOG | Eog Resources Inc | 0% | +13.11% | 加碼 |
| 27 | EMR | Emerson Electric Co | -0.1% | +13.16% | 加碼 |
| 28 | DASH | Doordash Inc - A | -0.1% | — | 不變 |
| 29 | DG | Dollar General CORP | -0.1% | — | 不變 |
| 30 | KMX | Carmax Inc | -0.1% | — | 不變 |
| 31 | LVS | Las Vegas Sands CORP | -0.1% | — | 不變 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | +12.56% | 加碼 |
| 33 | AMD | Advanced Micro Devices | -0.1% | — | 不變 |
| 34 | DXCM | Dexcom Inc | -0.1% | — | 不變 |
| 35 | ALGN | Align Technology Inc | -0.2% | — | 不變 |
| 36 | PYPL | Paypal Holdings Inc | -0.2% | +10.08% | 加碼 |
| 37 | V | Visa Inc-class A Shares | -0.2% | +10.43% | 加碼 |
| 38 | DIS | Walt Disney Co/the | -0.2% | — | 不變 |
| 39 | MA | Mastercard Inc - A | -0.2% | +12.20% | 加碼 |
| 40 | MELI | Mercadolibre Inc | -0.3% | EXIT | 清倉 |
| 41 | ABBV | Abbvie Inc | -0.3% | +10.40% | 加碼 |
| 42 | CSX | Csx CORP | -0.3% | +2.86% | 加碼 |
| 43 | ADBE | Adobe Inc | -0.4% | EXIT | 清倉 |
| 44 | SBUX | Starbucks CORP | -0.4% | +11.53% | 加碼 |
| 45 | TGT | Target CORP | -0.6% | +10.81% | 加碼 |
| 46 | CVS | Cvs Health CORP | -0.7% | +11.34% | 加碼 |
| 47 | HUM | Humana Inc | -1.5% | EXIT | 清倉 |
| 48 | CB | Chubb Limited | -2.2% | EXIT | 清倉 |
| 49 | ULTA | Ulta Beauty Inc | -2.3% | EXIT | 清倉 |
| 50 | TJX | Tjx Companies Inc | -2.4% | -81.82% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Waycross Partners, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$11.7億，共申報了 71 個公開持股部位。
在 Q2 2024 季度，Waycross Partners, LLC 按市值排列的前三大核心持股分別為：MSFT (7.3%)、NVDA (7.3%)、AAPL (6.1%)。其中最大持股部位 MSFT 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
HON
市值: US$1497.0萬
本季最大獲利了結 / 清倉標的
ULTA
前期市值: US$1307.0萬
在 Q2 2024 季度中，Waycross Partners, LLC 共進行了 40 項持倉異動，包含新建倉 6 個部位、加碼 28 個部位、減碼 1 個部位以及清倉 5 個部位。 其中最大新建倉標的為 HON。 本季清倉部位包含 ULTA。
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。