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: 0001907281
申報總市值
US$1.6億
US$1.6億
705 檔
10.9%
在 Q3 2024 申報期間，1620 Investment Advisors, Inc.（CIK: 0001907281）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$1.6億，共持有 705 個公開申報部位。
數據顯示 1620 Investment Advisors, Inc. 於 Q3 2024 季度持續回收資金，對 28 個既有部位進行裁減並清倉 1 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，1620 Investment Advisors, Inc. 的前 5 大核心持股（包含 , IEF, 等）合計佔整體申報市值的 10.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 705 檔）
| # | 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 | ✓ | 股票-其他 | 3.07% | — | +2.09% | ||
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.51% | -0.19% | +0.69% | |
| 3 | ✓ | 股票-其他 | 2.48% | — | — | ||
| 4 | ✓ | 股票-其他 | 2.48% | — | +0.76% | ||
| 5 | TY | Tri-continental CORP | 股票-其他 | 2.11% | -0.05% | -1.64% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.07% | -0.19% | -1.05% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.62% | +0.01% | +0.47% | |
| 8 | ✓ | 股票-其他 | 1.61% | — | -15.28% | ||
| 9 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.57% | -0.33% | -3.96% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 1.54% | -0.09% | -10.58% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.52% | +0.63% | +3.88% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.02% | -13.09% | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.43% | +0.40% | +1.32% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.41% | -0.13% | -0.33% | |
| 15 | ✓ | Ssga Active ETF Tr Spdr Double | ETF-其他 | 1.20% | — | -2.38% | |
| 16 | ✓ | 股票-其他 | 1.08% | — | -9.47% | ||
| 17 | ✓ | 股票-其他 | 1.05% | — | -4.71% | ||
| 18 | ✓ | 股票-其他 | 1.04% | — | +0.70% | ||
| 19 | ✓ | 股票-其他 | 1.03% | — | +1.20% | ||
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.95% | -0.12% | -3.11% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.93% | -0.05% | -0.61% | |
| 22 | ✓ | 股票-其他 | 0.93% | — | -2.18% | ||
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | -0.03% | -0.58% | |
| 24 | ✓ | 股票-其他 | 0.84% | — | -1.49% | ||
| 25 | CVX | Chevron CORP | 股票-能源 | 0.84% | -0.34% | -7.49% | |
| 26 | ✓ | John Hancock Preferred Income ETF | ETF-其他 | 0.83% | — | +2.86% | |
| 27 | GLW | Corning Inc | 股票-科技 | 0.81% | +0.40% | +0.22% | |
| 28 | ✓ | 股票-其他 | 0.76% | — | -16.38% | ||
| 29 | ✓ | 股票-其他 | 0.75% | — | -40.76% | ||
| 30 | ✓ | Powell Industries, Inc. | 股票-其他 | 0.75% | — | -13.66% | |
| 31 | ✓ | 股票-其他 | 0.73% | — | -0.31% | ||
| 32 | SO | Southern Co/the | 股票-公用事業 | 0.72% | -0.12% | -0.45% | |
| 33 | MCHP | Microchip Technology Inc | 股票-科技 | 0.67% | +0.02% | -7.79% | |
| 34 | ✓ | 股票-其他 | 0.65% | — | -7.47% | ||
| 35 | ✓ | 股票-其他 | 0.63% | — | -0.07% | ||
| 36 | ✓ | 股票-其他 | 0.63% | — | -26.42% | ||
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.63% | — | -3.52% | |
| 38 | ✓ | 股票-其他 | 0.62% | — | -3.23% | ||
| 39 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.60% | -0.03% | -1.16% | |
| 40 | ✓ | 股票-其他 | 0.60% | — | +0.45% | ||
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.02% | -28.67% | |
| 42 | ✓ | 股票-其他 | 0.57% | — | -0.36% | ||
| 43 | ✓ | Invesco Preferred ETF | ETF-其他 | 0.56% | — | -1.28% | |
| 44 | ✓ | 股票-其他 | 0.55% | — | +2.55% | ||
| 45 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.54% | -0.08% | -0.35% | |
| 46 | ✓ | Tortoise Energy Infrastructure | 股票-其他 | 0.54% | — | -6.95% | |
| 47 | RPM | Rpm International Inc | 股票-原物料 | 0.54% | +0.02% | +0.16% | |
| 48 | ✓ | RenaissanceRe Holdings Ltd Pfd F | 股票-其他 | 0.54% | — | +0.77% | |
| 49 | ✓ | 股票-其他 | 0.53% | — | +2.35% | ||
| 50 | ✓ | 股票-其他 | 0.51% | — | -29.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +2.5% | — | 不變 | |
| 2 | ✓ | +0.6% | -26.42% | 減碼 | |
| 3 | ✓ | Ha Sustainable Infrastructure | +0.3% | +175.30% | 加碼 |
| 4 | HAS | Hasbro Inc | +0.2% | NEW | 新建倉 |
| 5 | GD | General Dynamics CORP | +0.2% | +79.33% | 加碼 |
| 6 | VFC | Vf CORP | +0.2% | +152.56% | 加碼 |
| 7 | BNS | Bank Of Nova Scotia | +0.2% | +1702.22% | 加碼 |
| 8 | ✓ | Powell Industries, Inc. | +0.2% | -13.66% | 減碼 |
| 9 | IBM | Intl Business Machines CORP | +0.2% | -0.58% | 減碼 |
| 10 | ✓ | +0.1% | +23.97% | 加碼 | |
| 11 | ✓ | +0.1% | +2.55% | 加碼 | |
| 12 | ✓ | Marvell Technologies, inc. | +0.1% | NEW | 新建倉 |
| 13 | ✓ | +0.1% | -4.71% | 減碼 | |
| 14 | ✓ | +0.1% | -0.36% | 減碼 | |
| 15 | ✓ | +0.1% | NEW | 新建倉 | |
| 16 | EFA | Ishares Msci Eafe ETF | +0.1% | +1314.00% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | +0.47% | 加碼 |
| 18 | GLW | Corning Inc | +0.1% | +0.22% | 加碼 |
| 19 | BBY | Best Buy Co Inc | +0.1% | +0.57% | 加碼 |
| 20 | ✓ | +0.1% | +90.90% | 加碼 | |
| 21 | SO | Southern Co/the | +0.1% | -0.45% | 減碼 |
| 22 | ✓ | +0.1% | +2.35% | 加碼 | |
| 23 | ✓ | +0.1% | +0.76% | 加碼 | |
| 24 | HD | Home Depot Inc | +0.1% | -3.52% | 減碼 |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +3.88% | 加碼 |
| 26 | ✓ | 0% | +2.09% | 加碼 | |
| 27 | IEF | Ishares 7-10 Year Treasury B | 0% | +0.69% | 加碼 |
| 28 | TY | Tri-continental CORP | 0% | -1.64% | 減碼 |
| 29 | ROK | Rockwell Automation Inc | -0.1% | -56.12% | 減碼 |
| 30 | EMR | Emerson Electric Co | -0.1% | -38.25% | 減碼 |
| 31 | CNI | Canadian Natl Railway Co | -0.1% | -49.49% | 減碼 |
| 32 | ADP | Automatic Data Processing | -0.1% | -40.31% | 減碼 |
| 33 | AXP | American Express Co | -0.1% | -48.44% | 減碼 |
| 34 | ✓ | Bank New York Co Inc | -0.1% | -74.77% | 減碼 |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | -21.57% | 減碼 |
| 36 | HRB | H&r Block Inc | -0.1% | -46.54% | 減碼 |
| 37 | ✓ | -0.2% | -7.47% | 減碼 | |
| 38 | ✓ | -0.2% | -58.57% | 減碼 | |
| 39 | ✓ | -0.2% | -16.38% | 減碼 | |
| 40 | CVX | Chevron CORP | -0.2% | -7.49% | 減碼 |
| 41 | HAL | Halliburton Co | -0.2% | EXIT | 清倉 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -28.67% | 減碼 |
| 43 | ✓ | -0.2% | +585.09% | 加碼 | |
| 44 | MCHP | Microchip Technology Inc | -0.2% | -7.79% | 減碼 |
| 45 | ✓ | -0.2% | -29.02% | 減碼 | |
| 46 | SUB | Ishares Short-term National | -0.3% | -10.58% | 減碼 |
| 47 | SLB | Slb LTD | -0.3% | -76.63% | 減碼 |
| 48 | ✓ | -0.3% | -15.28% | 減碼 | |
| 49 | MSFT | Microsoft CORP | -0.4% | -13.09% | 減碼 |
| 50 | ✓ | -0.5% | -40.76% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，1620 Investment Advisors, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$1.6億，共申報了 705 個公開持股部位。
在 Q3 2024 季度，1620 Investment Advisors, Inc. 按市值排列的前三大核心持股分別為： (3.1%)、IEF (2.5%)、 (2.5%)。其中最大持股部位 佔據整體投資組合約 3.1% 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
HAS
市值: US$32.6萬
本季最大獲利了結 / 清倉標的
HAL
前期市值: US$24.7萬
在 Q3 2024 季度中，1620 Investment Advisors, Inc. 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 17 個部位、減碼 28 個部位以及清倉 1 個部位。 其中最大新建倉標的為 HAS。 本季清倉部位包含 HAL。
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。