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: 0001639997
申報總市值
US$2.4億
US$2.4億
119 檔
20.1%
Westhampton Capital, LLC 在 Q4 2024 季度的美股部位總計估值為 US$2.4億，分散於 119 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024 期間，Westhampton Capital, LLC 展現了靈活的資產再平衡步調，透過出清 4 檔弱勢或達到目標價部位，將資金轉置於 9 檔新建倉標的之中。
在資產配置集中度方面，Westhampton Capital, LLC 的前 5 大核心持股（包含 AAPL, ETN, AVGO 等）合計佔整體申報市值的 20.1%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 11.33% | +0.08% | -2.86% | |
| 2 | ETN | Eaton Corporation plc | 股票-工業 | 4.26% | +0.07% | -0.14% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.76% | +0.29% | -1.03% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.84% | -0.12% | +1.31% | |
| 5 | CMI | Cummins Inc | 股票-工業 | 2.57% | +0.61% | -0.02% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.53% | -0.19% | +0.08% | |
| 7 | WM | Waste Management Inc | 股票-工業 | 2.52% | -0.36% | — | |
| 8 | PH | Parker Hannifin CORP | 股票-工業 | 2.48% | -0.47% | -0.33% | |
| 9 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.18% | -0.48% | +0.57% | |
| 10 | WDFC | Wd-40 Co | 股票-原物料 | 2.07% | +0.08% | -0.30% | |
| 11 | CLX | Clorox Company | 股票-非循環性消費 | 1.97% | -0.12% | +0.00% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -0.17% | +0.12% | |
| 13 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.68% | +1.18% | +96.98% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.51% | -0.25% | -0.71% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.47% | +0.20% | -3.79% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.40% | -0.29% | — | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | -0.54% | -0.41% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.33% | -0.12% | — | |
| 19 | LRCX | Lam Research CORP | 股票-科技 | 1.28% | +2.45% | — | |
| 20 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.26% | -0.08% | — | |
| 21 | DE | Deere & Co | 股票-工業 | 1.24% | — | — | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.17% | -0.08% | +0.23% | |
| 23 | EMR | Emerson Electric Co | 股票-工業 | 1.15% | -0.05% | -0.55% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.14% | +0.02% | -0.49% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 1.09% | -0.10% | -2.12% | |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.05% | -0.07% | -1.99% | |
| 27 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.02% | — | +0.23% | |
| 28 | UL | Unilever PLC | 股票-非循環性消費 | 1.00% | — | +0.00% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.96% | -0.14% | — | |
| 30 | RRX | Regal Rexnord CORP | 股票-工業 | 0.96% | +0.19% | — | |
| 31 | CRI | Carter's Inc | 股票-其他 | 0.92% | -0.03% | -23.04% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.92% | -0.20% | -3.11% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.92% | +0.02% | +15.50% | |
| 34 | SON | Sonoco Products Co | 股票-循環性消費 | 0.91% | -0.08% | -0.30% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | -0.11% | -2.89% | |
| 36 | BLK | Blackrock Inc | 股票-金融 | 0.87% | -0.09% | — | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.87% | -0.75% | EXIT | |
| 38 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.86% | -0.24% | — | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.84% | +0.42% | — | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.83% | -0.25% | -7.06% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.83% | +0.16% | +0.48% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.81% | -0.01% | — | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.79% | -0.12% | +0.73% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.79% | +0.03% | -0.65% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.76% | -0.04% | -2.06% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.75% | -0.06% | -0.02% | |
| 47 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.74% | — | — | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 0.70% | -0.12% | +0.30% | |
| 49 | TT | Trane Technologies plc | 股票-工業 | 0.67% | +0.03% | — | |
| 50 | MMM | 3m Co | 股票-工業 | 0.67% | -0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.3% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +1% | -1.03% | 減碼 |
| 3 | BLK | Blackrock Inc | +0.9% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +0.6% | -2.86% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.3% | +1.31% | 加碼 |
| 6 | TR | Tootsie Roll Inds | +0.3% | NEW | 新建倉 |
| 7 | CMI | Cummins Inc | +0.2% | -0.02% | 減碼 |
| 8 | DIS | Walt Disney Co/the | +0.2% | — | 不變 |
| 9 | PNW | Pinnacle West Capital Corporation | +0.2% | +0.23% | 加碼 |
| 10 | BA | Boeing Co/the | +0.2% | +12.30% | 加碼 |
| 11 | LNC | Lincoln National CORP | +0.2% | NEW | 新建倉 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.79% | 減碼 |
| 13 | EMR | Emerson Electric Co | +0.1% | -0.55% | 減碼 |
| 14 | MAR | Marriott International -cl A | +0.1% | NEW | 新建倉 |
| 15 | EQT | Eqt CORP | +0.1% | NEW | 新建倉 |
| 16 | DHI | Dr Horton Inc | +0.1% | NEW | 新建倉 |
| 17 | GBX | Greenbrier Companies Inc | +0.1% | NEW | 新建倉 |
| 18 | USB | US Bancorp | +0.1% | NEW | 新建倉 |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +96.98% | 加碼 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +0.40% | 加碼 |
| 21 | PG | Procter & Gamble Co/the | -0.1% | +0.08% | 加碼 |
| 22 | GPC | Genuine Parts Co | -0.1% | — | 不變 |
| 23 | KEL | Kellanova | -0.1% | -17.31% | 減碼 |
| 24 | AMGN | Amgen Inc | -0.1% | +4.00% | 加碼 |
| 25 | MCD | Mcdonald's CORP | -0.1% | -3.11% | 減碼 |
| 26 | LOW | Lowe's Cos Inc | -0.1% | — | 不變 |
| 27 | REGN | Regeneron Pharmaceuticals | -0.1% | +19.04% | 加碼 |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.1% | +3.38% | 加碼 |
| 29 | SON | Sonoco Products Co | -0.1% | -0.30% | 減碼 |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -1.99% | 減碼 |
| 31 | VZ | Verizon Communications Inc | -0.1% | EXIT | 清倉 |
| 32 | DEO | Diageo Plc-sponsored Adr | -0.1% | -2.06% | 減碼 |
| 33 | CARR | Carrier Global CORP | -0.1% | — | 不變 |
| 34 | DOW | Dow Inc | -0.1% | -1.00% | 減碼 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -0.41% | 減碼 |
| 36 | LLY | Eli Lilly & Co | -0.1% | +0.48% | 加碼 |
| 37 | KO | Coca-cola Co/the | -0.1% | -0.02% | 減碼 |
| 38 | IFF | Intl Flavors & Fragrances | -0.1% | EXIT | 清倉 |
| 39 | HSY | Hershey Co/the | -0.1% | — | 不變 |
| 40 | WDFC | Wd-40 Co | -0.1% | -0.30% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -0.65% | 減碼 |
| 42 | UL | Unilever PLC | -0.1% | +0.00% | 加碼 |
| 43 | QCOM | Qualcomm Inc | -0.1% | -2.12% | 減碼 |
| 44 | JNJ | Johnson & Johnson | -0.1% | -2.89% | 減碼 |
| 45 | AMT | American Tower CORP | -0.2% | +0.30% | 加碼 |
| 46 | PEP | Pepsico Inc | -0.2% | +0.57% | 加碼 |
| 47 | LMT | Lockheed Martin CORP | -0.2% | -7.06% | 減碼 |
| 48 | CRI | Carter's Inc | -0.5% | -23.04% | 減碼 |
| 49 | BLKCHF | Blackrock Inc | -0.8% | EXIT | 清倉 |
| 50 | LRCXEUR | Lam Research CORP | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Westhampton Capital, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.4億，共申報了 119 個公開持股部位。
在 Q4 2024 季度，Westhampton Capital, LLC 按市值排列的前三大核心持股分別為：AAPL (11.3%)、ETN (4.3%)、AVGO (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.3% 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
LRCX
市值: US$250.8萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$288.2萬
在 Q4 2024 季度中，Westhampton Capital, LLC 共進行了 45 項持倉異動，包含新建倉 9 個部位、加碼 13 個部位、減碼 19 個部位以及清倉 4 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。