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。
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CIK: 0001390063
申報總市值
US$5.6億
US$5.6億
41 檔
25.6%
Q3 2024 季度申報顯示，Westchester Capital Management, Inc. 揭露的美股組合總市值為 US$5.6億，涵蓋 41 個不同之權益投資部位。
在 Q3 2024，Westchester Capital Management, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 23 個部位並完全清倉 0 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Westchester Capital Management, Inc. 的前 5 大持股（包含 AAPL, MSFT, BRK-B）貢獻了組合市值的 25.6%，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 | AAPL | Apple Inc | 股票-科技 | 8.84% | -0.06% | -10.41% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.65% | -0.59% | -6.94% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.59% | -0.36% | -0.28% | |
| 4 | CAT | Caterpillar Inc | 股票-工業 | 6.17% | +2.30% | -2.85% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 5.30% | -1.28% | -3.39% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 5.06% | +0.11% | -1.04% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.59% | -0.10% | -3.05% | |
| 8 | WM | Waste Management Inc | 股票-工業 | 4.57% | -0.62% | +0.62% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工業 | 4.50% | -1.03% | -0.84% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.43% | +0.60% | -2.46% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.88% | -0.52% | +0.47% | |
| 12 | MCHP | Microchip Technology Inc | 股票-科技 | 3.80% | +0.63% | +2.11% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 3.59% | -0.13% | -0.85% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 3.43% | -1.21% | +0.38% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 3.40% | +1.16% | +0.45% | |
| 16 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 3.33% | +0.18% | -0.79% | |
| 17 | VLO | Valero Energy CORP | 股票-能源 | 2.90% | -0.35% | -0.57% | |
| 18 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 2.86% | -0.23% | +0.26% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.49% | -0.26% | -0.41% | |
| 20 | PFE | Pfizer Inc | 股票-醫療保健 | 1.96% | -0.39% | +0.09% | |
| 21 | MDT | Medtronic plc | 股票-醫療保健 | 1.91% | -0.37% | -0.17% | |
| 22 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.87% | — | -0.19% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.67% | +0.06% | +1.89% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.20% | +2.86% | -2.51% | |
| 25 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.17% | -0.13% | -0.79% | |
| 26 | T | At&t Inc | 股票-通訊服務 | 0.70% | -0.27% | -0.10% | |
| 27 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 0.48% | -0.04% | -0.07% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.46% | -0.08% | +6.60% | |
| 29 | BA | Boeing Co/the | 股票-工業 | 0.39% | -0.02% | -0.02% | |
| 30 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.27% | -0.04% | -0.12% | |
| 31 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.11% | — | -0.35% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.10% | +0.01% | — | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.08% | -0.02% | -0.36% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.07% | -0.01% | +15.14% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.04% | — | — | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.03% | -0.01% | — | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.03% | -0.01% | — | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.03% | -0.01% | — | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.03% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.02% | — | — | |
| 41 | C | Citigroup Inc | 股票-金融 | — | — | +5.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LMT | Lockheed Martin CORP | +0.7% | -0.84% | 減碼 |
| 2 | CAT | Caterpillar Inc | +0.6% | -2.85% | 減碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -0.28% | 減碼 |
| 4 | WMT | Walmart Inc | +0.5% | -3.39% | 減碼 |
| 5 | MCD | Mcdonald's CORP | +0.5% | +0.47% | 加碼 |
| 6 | ABBV | Abbvie Inc | +0.4% | -1.04% | 減碼 |
| 7 | BNY | Bank Of New York Mellon CORP | +0.4% | -0.79% | 減碼 |
| 8 | HD | Home Depot Inc | +0.4% | -0.85% | 減碼 |
| 9 | CSCO | Cisco Systems Inc | +0.3% | +0.45% | 加碼 |
| 10 | MDT | Medtronic plc | +0.2% | -0.17% | 減碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.41% | 減碼 |
| 12 | T | At&t Inc | +0.1% | -0.10% | 減碼 |
| 13 | CVS | Cvs Health CORP | 0% | -0.19% | 減碼 |
| 14 | CAG | Conagra Brands Inc | 0% | -0.07% | 減碼 |
| 15 | LOW | Lowe's Cos Inc | 0% | -0.12% | 減碼 |
| 16 | PEP | Pepsico Inc | 0% | +6.60% | 加碼 |
| 17 | GEHC | GE Healthcare Technology | 0% | -0.35% | 減碼 |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | +15.14% | 加碼 |
| 19 | VZ | Verizon Communications Inc | 0% | -0.36% | 減碼 |
| 20 | AXP | American Express Co | 0% | — | 不變 |
| 21 | KO | Coca-cola Co/the | — | — | 不變 |
| 22 | GOOG | Alphabet Inc-cl C | — | — | 不變 |
| 23 | NVDA | Nvidia CORP | — | — | 不變 |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | — | — | 不變 |
| 25 | VGSH | Vanguard Short-term Treasury | — | — | 不變 |
| 26 | C | Citigroup Inc | — | +5.00% | 加碼 |
| 27 | PFE | Pfizer Inc | 0% | +0.09% | 加碼 |
| 28 | CVX | Chevron CORP | 0% | — | 不變 |
| 29 | BDX | Becton Dickinson And Co | 0% | +0.26% | 加碼 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | +0.38% | 加碼 |
| 31 | BA | Boeing Co/the | -0.1% | -0.02% | 減碼 |
| 32 | DIS | Walt Disney Co/the | -0.1% | -0.79% | 減碼 |
| 33 | AMZN | Amazon.com Inc | -0.1% | +1.89% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | -3.05% | 減碼 |
| 35 | WM | Waste Management Inc | -0.3% | +0.62% | 加碼 |
| 36 | AAPL | Apple Inc | -0.4% | -10.41% | 減碼 |
| 37 | INTC | Intel CORP | -0.5% | -2.51% | 減碼 |
| 38 | MCHP | Microchip Technology Inc | -0.6% | +2.11% | 加碼 |
| 39 | VLO | Valero Energy CORP | -0.6% | -0.57% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.8% | -2.46% | 減碼 |
| 41 | MSFT | Microsoft CORP | -1.2% | -6.94% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Westchester Capital Management, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$5.6億，共申報了 41 個公開持股部位。
在 Q3 2024 季度，Westchester Capital Management, Inc. 按市值排列的前三大核心持股分別為：AAPL (8.8%)、MSFT (7.7%)、BRK-B (6.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.8% 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。
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$3670.8萬
在 Q3 2024 季度中，Westchester Capital Management, Inc. 共進行了 34 項持倉異動，包含新建倉 0 個部位、加碼 11 個部位、減碼 23 個部位以及清倉 0 個部位。
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。