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
65 檔
18.9%
Q3 2024 季度申報顯示，Waycross Partners, LLC 揭露的美股組合總市值為 US$11.7億，涵蓋 65 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，Waycross Partners, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 29 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Waycross Partners, LLC 的前 5 大持股（包含 NVDA, MSFT, AAPL）貢獻了組合市值的 18.9%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | 7.12% | -0.06% | +10.51% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.00% | -0.55% | +10.00% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.67% | +0.18% | +10.02% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.28% | -0.48% | +4.13% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.53% | +0.84% | +5.74% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.31% | +0.53% | +8.98% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.58% | +0.15% | +2.12% | |
| 8 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 3.55% | -0.14% | -0.72% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.34% | -0.21% | +8.57% | |
| 10 | ADI | Analog Devices Inc | 股票-科技 | 2.98% | — | +8.23% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.98% | -0.24% | +11.70% | |
| 12 | TGT | Target CORP | 股票-循環性消費 | 2.90% | — | +9.93% | |
| 13 | CSX | Csx CORP | 股票-工業 | 2.76% | — | +86.76% | |
| 14 | HON | Honeywell International Inc | 股票-工業 | 2.73% | -3.24% | EXIT | |
| 15 | EMR | Emerson Electric Co | 股票-工業 | 2.57% | +2.21% | NEW | |
| 16 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 2.57% | -0.23% | — | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.47% | -0.49% | +12.44% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 2.46% | — | +11.86% | |
| 19 | SYY | Sysco CORP | 股票-非循環性消費 | 2.43% | — | +6.60% | |
| 20 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.38% | — | -0.18% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 2.25% | — | — | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.19% | — | +14.56% | |
| 23 | MRVL | Marvell Technology Inc | 股票-科技 | 2.14% | — | +12.55% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 2.02% | — | +10.22% | |
| 25 | DG | Dollar General CORP | 股票-非循環性消費 | 1.90% | — | +1257.79% | |
| 26 | C | Citigroup Inc | 股票-金融 | 1.72% | +0.38% | +11.50% | |
| 27 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.71% | — | +12.47% | |
| 28 | EOG | Eog Resources Inc | 股票-能源 | 1.62% | — | +12.53% | |
| 29 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.14% | — | +9.87% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.92% | — | -49.04% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | — | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | -0.02% | — | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.49% | — | — | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | — | — | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.45% | +1.65% | — | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | — | +12.24% | |
| 37 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.40% | — | — | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.37% | — | — | |
| 39 | KMX | Carmax Inc | 股票-循環性消費 | 0.32% | — | +50.00% | |
| 40 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.32% | — | — | |
| 41 | COR | Cencora Inc | 股票-醫療保健 | 0.31% | — | — | |
| 42 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.31% | — | — | |
| 43 | WDC | Western Digital CORP | 股票-科技 | 0.28% | — | — | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.27% | — | — | |
| 45 | BA | Boeing Co/the | 股票-工業 | 0.27% | -0.06% | — | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.20% | — | — | |
| 47 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.20% | — | — | |
| 48 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.19% | — | — | |
| 49 | CAT | Caterpillar Inc | 股票-工業 | 0.15% | +0.02% | — | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.12% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BDX | Becton Dickinson And Co | +2.6% | NEW | 新建倉 |
| 2 | ADBE | Adobe Inc | +2.3% | NEW | 新建倉 |
| 3 | DG | Dollar General CORP | +1.7% | +1257.79% | 加碼 |
| 4 | CSX | Csx CORP | +1.2% | +86.76% | 加碼 |
| 5 | AAPL | Apple Inc | +0.6% | +10.02% | 加碼 |
| 6 | LOW | Lowe's Cos Inc | +0.5% | +12.44% | 加碼 |
| 7 | HON | Honeywell International Inc | +0.4% | +36.51% | 加碼 |
| 8 | MA | Mastercard Inc - A | +0.3% | +11.70% | 加碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.3% | +14.56% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +4.13% | 加碼 |
| 11 | PYPL | Paypal Holdings Inc | +0.3% | +9.87% | 加碼 |
| 12 | SBUX | Starbucks CORP | +0.3% | -0.18% | 減碼 |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +8.57% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.2% | +2.12% | 加碼 |
| 15 | TGT | Target CORP | +0.1% | +9.93% | 加碼 |
| 16 | SYY | Sysco CORP | +0.1% | +6.60% | 加碼 |
| 17 | KMX | Carmax Inc | +0.1% | +50.00% | 加碼 |
| 18 | MRVL | Marvell Technology Inc | +0.1% | +12.55% | 加碼 |
| 19 | V | Visa Inc-class A Shares | +0.1% | +10.22% | 加碼 |
| 20 | DASH | Doordash Inc - A | 0% | — | 不變 |
| 21 | BMY | Bristol-myers Squibb Co | 0% | NEW | 新建倉 |
| 22 | EMR | Emerson Electric Co | 0% | +12.53% | 加碼 |
| 23 | LMT | Lockheed Martin CORP | 0% | — | 不變 |
| 24 | ORLY | O'reilly Automotive Inc | — | — | 不變 |
| 25 | C | Citigroup Inc | 0% | +11.50% | 加碼 |
| 26 | EOG | Eog Resources Inc | 0% | +12.53% | 加碼 |
| 27 | TJX | Tjx Companies Inc | 0% | — | 不變 |
| 28 | ISRG | Intuitive Surgical Inc | -0.1% | -0.72% | 減碼 |
| 29 | ADI | Analog Devices Inc | -0.1% | +8.23% | 加碼 |
| 30 | SLB | Slb LTD | -0.1% | — | 不變 |
| 31 | WDC | Western Digital CORP | -0.1% | — | 不變 |
| 32 | BA | Boeing Co/the | -0.1% | — | 不變 |
| 33 | CMG | Chipotle Mexican Grill Inc | -0.1% | — | 不變 |
| 34 | WFC | Wells Fargo & Co | -0.1% | +11.86% | 加碼 |
| 35 | NVDA | Nvidia CORP | -0.2% | +10.51% | 加碼 |
| 36 | DXCM | Dexcom Inc | -0.2% | — | 不變 |
| 37 | MTD | Mettler-toledo International | -0.2% | EXIT | 清倉 |
| 38 | AMZN | Amazon.com Inc | -0.3% | +8.98% | 加碼 |
| 39 | LVS | Las Vegas Sands CORP | -0.3% | EXIT | 清倉 |
| 40 | SCHW | Schwab (charles) CORP | -0.3% | EXIT | 清倉 |
| 41 | ALGN | Align Technology Inc | -0.3% | EXIT | 清倉 |
| 42 | HSIC | Henry Schein Inc | -0.3% | EXIT | 清倉 |
| 43 | MSFT | Microsoft CORP | -0.3% | +10.00% | 加碼 |
| 44 | SYK | Stryker CORP | -0.4% | EXIT | 清倉 |
| 45 | EW | Edwards Lifesciences CORP | -0.7% | +12.47% | 加碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.7% | +5.74% | 加碼 |
| 47 | CVS | Cvs Health CORP | -1% | -49.04% | 減碼 |
| 48 | NSC | Norfolk Southern CORP | -1.8% | EXIT | 清倉 |
| 49 | DLTR | Dollar Tree Inc | -1.9% | EXIT | 清倉 |
| 50 | TMO | Thermo Fisher Scientific Inc | -2.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Waycross Partners, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$11.7億，共申報了 65 個公開持股部位。
在 Q3 2024 季度，Waycross Partners, LLC 按市值排列的前三大核心持股分別為：NVDA (7.1%)、MSFT (7.0%)、AAPL (6.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.1% 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
BDX
市值: US$1855.5萬
本季最大獲利了結 / 清倉標的
TMO
前期市值: US$1383.3萬
在 Q3 2024 季度中，Waycross Partners, LLC 共進行了 41 項持倉異動，包含新建倉 3 個部位、加碼 26 個部位、減碼 3 個部位以及清倉 9 個部位。 其中最大新建倉標的為 BDX。 本季清倉部位包含 TMO。
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。