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: 0001008877
申報總市值
US$12.0億
US$12.0億
165 檔
23.8%
在 Q3 2024 申報期間，Woodstock CORP（CIK: 0001008877）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$12.0億，共持有 165 個公開申報部位。
在 Q3 2024，Woodstock CORP 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 25 檔、減碼 24 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 NVDA, MSFT, ORLY）累計市值佔比達 23.8%，是驅動 Woodstock CORP 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 | NVDA | Nvidia CORP | 股票-科技 | 8.33% | -0.13% | -3.17% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.77% | -0.27% | -0.75% | |
| 3 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 4.50% | -0.33% | -0.73% | |
| 4 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 4.12% | -0.64% | -5.86% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.87% | +0.21% | -4.17% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.66% | +0.21% | +0.06% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.32% | +0.03% | +0.06% | |
| 8 | FTNT | Fortinet Inc | 股票-科技 | 2.21% | +1.25% | -2.78% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.87% | -0.25% | -1.64% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 1.86% | -0.08% | -3.66% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.84% | +0.26% | +0.21% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.82% | +0.14% | -0.08% | |
| 13 | RTX | Rtx CORP | 股票-工業 | 1.77% | -0.23% | -1.01% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.56% | +0.03% | -0.38% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.47% | +0.05% | -0.60% | |
| 16 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.44% | -0.16% | +0.64% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | +0.07% | -0.15% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.44% | -0.23% | +0.01% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.37% | -0.07% | -3.34% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.37% | -0.01% | -1.57% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | -0.47% | +6.00% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.33% | -0.05% | -0.27% | |
| 23 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.25% | -0.15% | -5.70% | |
| 24 | ECL | Ecolab Inc | 股票-原物料 | 1.22% | -0.04% | -1.99% | |
| 25 | FISV | Fiserv Inc | 股票-其他 | 1.21% | — | +0.01% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.14% | -0.15% | +1.15% | |
| 27 | ITW | Illinois Tool Works | 股票-工業 | 1.12% | — | +0.08% | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.12% | -0.06% | +6.52% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.09% | -0.14% | +1.32% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 1.07% | -0.24% | +1.51% | |
| 31 | EMR | Emerson Electric Co | 股票-工業 | 0.98% | +0.03% | +1.22% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | +0.08% | +1.12% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.93% | -0.04% | +2.13% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | +0.49% | -0.04% | |
| 35 | SHEL | Shell Plc-adr | 股票-能源 | 0.90% | -0.32% | +1.17% | |
| 36 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.87% | -0.22% | -0.04% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | -0.01% | +1.42% | |
| 38 | STT | State Street CORP | 股票-金融 | 0.85% | +0.23% | +10.72% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.83% | +0.13% | -6.65% | |
| 40 | IRM | Iron Mountain Inc | 股票-房地產 | 0.77% | +0.08% | -5.90% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.76% | -0.02% | -0.86% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.76% | -0.07% | -3.57% | |
| 43 | APA | Apa CORP | 股票-能源 | 0.73% | -0.39% | +20.29% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.24% | +4.18% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.71% | +0.01% | -10.07% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.69% | +0.20% | +1.52% | |
| 47 | FDX | Fedex CORP | 股票-工業 | 0.67% | -0.20% | +0.73% | |
| 48 | ROP | Roper Technologies Inc | 股票-科技 | 0.62% | -0.01% | -1.07% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | +0.06% | +0.54% | |
| 50 | MMM | 3m Co | 股票-工業 | 0.61% | +0.02% | +0.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ZS | Zscaler Inc | +0.5% | NEW | 新建倉 |
| 2 | FTNT | Fortinet Inc | +0.3% | -2.78% | 減碼 |
| 3 | HD | Home Depot Inc | +0.2% | +0.06% | 加碼 |
| 4 | RTX | Rtx CORP | +0.2% | -1.01% | 減碼 |
| 5 | ORCL | Oracle CORP | +0.2% | -3.66% | 減碼 |
| 6 | STT | State Street CORP | +0.2% | +10.72% | 加碼 |
| 7 | APD | Air Products & Chemicals Inc | +0.2% | +6.52% | 加碼 |
| 8 | ABBV | Abbvie Inc | +0.2% | -0.08% | 減碼 |
| 9 | FISV | Fiserv Inc | +0.2% | +0.01% | 加碼 |
| 10 | NEE | Nextera Energy Inc | +0.1% | +1.32% | 加碼 |
| 11 | WMT | Walmart Inc | +0.1% | +1.51% | 加碼 |
| 12 | ADP | Automatic Data Processing | +0.1% | -0.38% | 減碼 |
| 13 | MMM | 3m Co | +0.1% | +0.20% | 加碼 |
| 14 | IRM | Iron Mountain Inc | +0.1% | -5.90% | 減碼 |
| 15 | ORLY | O'reilly Automotive Inc | +0.1% | -0.73% | 減碼 |
| 16 | LOW | Lowe's Cos Inc | +0.1% | +14.34% | 加碼 |
| 17 | MDT | Medtronic plc | +0.1% | +1.15% | 加碼 |
| 18 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.13% | 加碼 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.42% | 加碼 |
| 20 | UPS | United Parcel Service-cl B | +0.1% | +20.70% | 加碼 |
| 21 | GNRC | Generac Holdings Inc | +0.1% | +8.63% | 加碼 |
| 22 | ABT | Abbott Laboratories | +0.1% | +0.64% | 加碼 |
| 23 | ITW | Illinois Tool Works | +0.1% | +0.08% | 加碼 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -0.04% | 減碼 |
| 25 | SO | Southern Co/the | +0.1% | +5.32% | 加碼 |
| 26 | BMY | Bristol-myers Squibb Co | +0.1% | -0.51% | 減碼 |
| 27 | CB | Chubb Limited | 0% | -0.86% | 減碼 |
| 28 | MCD | Mcdonald's CORP | 0% | -2.56% | 減碼 |
| 29 | IWR | Ishares Russell Mid-cap ETF | 0% | -0.60% | 減碼 |
| 30 | XOM | Exxon Mobil CORP | 0% | +6.00% | 加碼 |
| 31 | REGN | Regeneron Pharmaceuticals | 0% | +11.71% | 加碼 |
| 32 | AAPL | Apple Inc | 0% | -4.17% | 減碼 |
| 33 | JNJ | Johnson & Johnson | 0% | -3.34% | 減碼 |
| 34 | SYY | Sysco CORP | 0% | +0.86% | 加碼 |
| 35 | TSCO | Tractor Supply Company | 0% | -0.04% | 減碼 |
| 36 | ECL | Ecolab Inc | — | -1.99% | 減碼 |
| 37 | V | Visa Inc-class A Shares | — | +1.12% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | 0% | -0.27% | 減碼 |
| 39 | JPM | Jpmorgan Chase & Co | 0% | -0.15% | 減碼 |
| 40 | ISRG | Intuitive Surgical Inc | -0.1% | -5.86% | 減碼 |
| 41 | CVS | Cvs Health CORP | -0.1% | -28.47% | 減碼 |
| 42 | FDX | Fedex CORP | -0.1% | +0.73% | 加碼 |
| 43 | AMAT | Applied Materials Inc | -0.1% | +6.19% | 加碼 |
| 44 | SHEL | Shell Plc-adr | -0.1% | +1.17% | 加碼 |
| 45 | MRK | Merck & Co. Inc. | -0.2% | -1.57% | 減碼 |
| 46 | QCOM | Qualcomm Inc | -0.3% | -6.65% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.21% | 加碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.4% | +0.06% | 加碼 |
| 49 | MSFT | Microsoft CORP | -0.7% | -0.75% | 減碼 |
| 50 | NVDA | Nvidia CORP | -0.9% | -3.17% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Woodstock CORP 在 Q3 2024 季度的美股持倉總市值約為 US$12.0億，共申報了 165 個公開持股部位。
在 Q3 2024 季度，Woodstock CORP 按市值排列的前三大核心持股分別為：NVDA (8.3%)、MSFT (6.8%)、ORLY (4.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.3% 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
ZS
市值: US$513.8萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$9098.8萬
在 Q3 2024 季度中，Woodstock CORP 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 25 個部位、減碼 24 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ZS。
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。