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%
在 Q4 2024 的 13F 官方備案中，Westchester Capital Management, Inc. 管理的美股投資組合規模來到 US$5.6億，整體持股檔數為 41 檔。
數據顯示 Westchester Capital Management, Inc. 於 Q4 2024 季度持續回收資金，對 28 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, BRK-B）累計市值佔比達 25.6%，是驅動 Westchester Capital Management, Inc. 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 | AAPL | Apple Inc | 股票-科技 | 9.90% | -0.06% | +0.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.63% | -0.59% | -1.71% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.64% | -0.36% | -1.25% | |
| 4 | WMT | Walmart Inc | 股票-非循環性消費 | 5.86% | -1.28% | -4.50% | |
| 5 | CAT | Caterpillar Inc | 股票-工業 | 5.75% | +2.30% | -3.02% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.25% | +0.60% | +0.20% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.20% | -0.10% | -3.77% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.65% | +0.11% | -1.37% | |
| 9 | WM | Waste Management Inc | 股票-工業 | 4.54% | -0.62% | -1.34% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 3.83% | +1.16% | -2.06% | |
| 11 | LMT | Lockheed Martin CORP | 股票-工業 | 3.79% | -1.03% | -2.19% | |
| 12 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.75% | -0.52% | -2.18% | |
| 13 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 3.55% | +0.18% | -3.69% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 3.49% | -0.13% | -2.21% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 3.29% | -1.21% | +1.02% | |
| 16 | MCHP | Microchip Technology Inc | 股票-科技 | 2.74% | +0.63% | -2.43% | |
| 17 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 2.72% | -0.23% | -2.32% | |
| 18 | VLO | Valero Energy CORP | 股票-能源 | 2.66% | -0.35% | -2.56% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.26% | -0.26% | -1.76% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.09% | +0.06% | +2.81% | |
| 21 | PFE | Pfizer Inc | 股票-醫療保健 | 1.82% | -0.39% | -1.95% | |
| 22 | MDT | Medtronic plc | 股票-醫療保健 | 1.72% | -0.37% | -1.90% | |
| 23 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.37% | -0.13% | -2.39% | |
| 24 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.35% | — | -2.74% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.02% | +2.86% | -4.09% | |
| 26 | T | At&t Inc | 股票-通訊服務 | 0.75% | -0.27% | -1.02% | |
| 27 | BA | Boeing Co/the | 股票-工業 | 0.45% | -0.02% | -4.67% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.44% | -0.08% | +4.06% | |
| 29 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 0.41% | -0.04% | -2.30% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | +0.01% | +247.30% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.26% | -0.04% | +0.61% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.09% | -0.01% | +34.24% | |
| 33 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.09% | — | -2.53% | |
| 34 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.07% | -0.02% | -4.06% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.05% | — | +17.86% | |
| 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.03% | — | — | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.02% | — | -16.66% | |
| 41 | C | Citigroup Inc | 股票-金融 | — | — | -95.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.1% | +0.67% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +0.20% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.6% | -3.77% | 減碼 |
| 4 | WMT | Walmart Inc | +0.6% | -4.50% | 減碼 |
| 5 | CSCO | Cisco Systems Inc | +0.4% | -2.06% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.4% | +2.81% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.3% | +247.30% | 加碼 |
| 8 | BNY | Bank Of New York Mellon CORP | +0.2% | -3.69% | 減碼 |
| 9 | DIS | Walt Disney Co/the | +0.2% | -2.39% | 減碼 |
| 10 | BA | Boeing Co/the | +0.1% | -4.67% | 減碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.25% | 減碼 |
| 12 | T | At&t Inc | +0.1% | -1.02% | 減碼 |
| 13 | VOO | Vanguard S&p 500 ETF | 0% | +34.24% | 加碼 |
| 14 | AXP | American Express Co | 0% | +17.86% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 16 | C | Citigroup Inc | — | -95.24% | 減碼 |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | — | — | 不變 |
| 18 | CVX | Chevron CORP | — | — | 不變 |
| 19 | VGSH | Vanguard Short-term Treasury | — | — | 不變 |
| 20 | LOW | Lowe's Cos Inc | 0% | +0.61% | 加碼 |
| 21 | VZ | Verizon Communications Inc | 0% | -4.06% | 減碼 |
| 22 | KO | Coca-cola Co/the | 0% | -16.66% | 減碼 |
| 23 | MSFT | Microsoft CORP | 0% | -1.71% | 減碼 |
| 24 | PEP | Pepsico Inc | 0% | +4.06% | 加碼 |
| 25 | GEHC | GE Healthcare Technology | 0% | -2.53% | 減碼 |
| 26 | WM | Waste Management Inc | 0% | -1.34% | 減碼 |
| 27 | CAG | Conagra Brands Inc | -0.1% | -2.30% | 減碼 |
| 28 | HD | Home Depot Inc | -0.1% | -2.21% | 減碼 |
| 29 | MCD | Mcdonald's CORP | -0.1% | -2.18% | 減碼 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | +1.02% | 加碼 |
| 31 | BDX | Becton Dickinson And Co | -0.1% | -2.32% | 減碼 |
| 32 | PFE | Pfizer Inc | -0.1% | -1.95% | 減碼 |
| 33 | INTC | Intel CORP | -0.2% | -4.09% | 減碼 |
| 34 | MDT | Medtronic plc | -0.2% | -1.90% | 減碼 |
| 35 | JNJ | Johnson & Johnson | -0.2% | -1.76% | 減碼 |
| 36 | VLO | Valero Energy CORP | -0.2% | -2.56% | 減碼 |
| 37 | ABBV | Abbvie Inc | -0.4% | -1.37% | 減碼 |
| 38 | CAT | Caterpillar Inc | -0.4% | -3.02% | 減碼 |
| 39 | CVS | Cvs Health CORP | -0.5% | -2.74% | 減碼 |
| 40 | LMT | Lockheed Martin CORP | -0.7% | -2.19% | 減碼 |
| 41 | MCHP | Microchip Technology Inc | -1.1% | -2.43% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Westchester Capital Management, Inc. 在 Q4 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 Q4 2024 季度，Westchester Capital Management, Inc. 按市值排列的前三大核心持股分別為：AAPL (9.9%)、MSFT (7.6%)、BRK-B (6.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.9% 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
MSFT
前期市值: US$3149.8萬
在 Q4 2024 季度中，Westchester Capital Management, Inc. 共進行了 37 項持倉異動，包含新建倉 0 個部位、加碼 9 個部位、減碼 28 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。