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
9.5%
Q4 2024 季度申報顯示，1620 Investment Advisors, Inc. 揭露的美股組合總市值為 US$1.6億，涵蓋 705 個不同之權益投資部位。
1620 Investment Advisors, Inc. 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 24 個全新部位及加碼 0 檔持股的同時，亦同步清倉 26 檔並減碼 0 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 SPIB, IEF, SPTS）占據了總市值的 9.5%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.06% | -0.20% | — | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.21% | -0.19% | -11.33% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.19% | -0.19% | +1.92% | |
| 4 | TY | Tri-continental CORP | 股票-其他 | 2.14% | -0.05% | +0.73% | |
| 5 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 2.06% | -0.14% | — | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.89% | -0.02% | — | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.85% | +0.01% | +0.89% | |
| 8 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.73% | -0.33% | +1.77% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.65% | -0.13% | +131.24% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.59% | +0.63% | +1.52% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.02% | +1.93% | |
| 12 | SUB | Ishares Short-term National | ETF-其他 | 1.54% | -0.09% | -4.06% | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.44% | +0.40% | +4.63% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.19% | -0.13% | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.09% | -0.05% | -2.56% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.07% | -0.06% | — | |
| 17 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.07% | -0.13% | — | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.06% | -0.20% | — | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.00% | — | — | |
| 20 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.99% | -0.06% | — | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-其他 | 0.89% | -0.04% | — | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 0.89% | -0.03% | -2.80% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.34% | -1.05% | |
| 24 | GLW | Corning Inc | 股票-科技 | 0.86% | +0.40% | -4.36% | |
| 25 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.84% | -0.05% | — | |
| 26 | ETN | Eaton Corporation plc | 股票-工業 | 0.80% | -0.04% | — | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.78% | -0.24% | — | |
| 28 | POWL | Powell Industries Inc | 股票-工業 | 0.78% | -0.17% | — | |
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.77% | -0.21% | — | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | -0.13% | — | |
| 31 | SO | Southern Co/the | 股票-公用事業 | 0.70% | -0.12% | +1.42% | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.68% | -0.09% | — | |
| 33 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.68% | -0.05% | — | |
| 34 | BX | Blackstone Inc | 股票-金融 | 0.65% | +0.18% | — | |
| 35 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.65% | -0.05% | — | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.64% | — | +1.78% | |
| 37 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 0.61% | -0.14% | — | |
| 38 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.60% | -0.04% | — | |
| 39 | NTAP | Netapp Inc | 股票-科技 | 0.60% | +0.19% | — | |
| 40 | WMB | Williams Cos Inc | 股票-能源 | 0.59% | -0.13% | -3.89% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.59% | -0.08% | +47.43% | |
| 42 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.59% | -0.13% | — | |
| 43 | RPM | Rpm International Inc | 股票-原物料 | 0.57% | +0.02% | -0.75% | |
| 44 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.57% | +0.02% | +1.69% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.57% | -0.12% | -36.70% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | -0.02% | -9.14% | |
| 47 | FHI | Federated Hermes Inc | 股票-金融 | 0.53% | -0.07% | -0.59% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.53% | -0.03% | +1.76% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.52% | -0.03% | +2.28% | |
| 50 | PGX | Invesco Preferred ETF | ETF-其他 | 0.52% | -0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | +3.1% | NEW | 新建倉 |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +2.1% | NEW | 新建倉 |
| 3 | JPM | Jpmorgan Chase & Co | +1.9% | NEW | 新建倉 |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | +1.2% | NEW | 新建倉 |
| 5 | ANGL | Vaneck Fallen Angel High Yld | +1.1% | NEW | 新建倉 |
| 6 | JSI | Jh Securitized Income ETF | +1.1% | NEW | 新建倉 |
| 7 | RTX | Rtx CORP | +1.1% | NEW | 新建倉 |
| 8 | ABBV | Abbvie Inc | +1% | NEW | 新建倉 |
| 9 | ITM | Vaneck Intermediate Muni ETF | +1% | NEW | 新建倉 |
| 10 | JHPI | John Hancock Preferred Incom | +0.9% | NEW | 新建倉 |
| 11 | EMTL | Ss Doubleline Em Fi ETF | +0.8% | NEW | 新建倉 |
| 12 | ETN | Eaton Corporation plc | +0.8% | NEW | 新建倉 |
| 13 | BOND | Pimco Active Bond Exchange-t | +0.8% | NEW | 新建倉 |
| 14 | POWL | Powell Industries Inc | +0.8% | NEW | 新建倉 |
| 15 | VZ | Verizon Communications Inc | +0.8% | NEW | 新建倉 |
| 16 | AVGO | Broadcom Inc | +0.7% | NEW | 新建倉 |
| 17 | ARCC | Ares Capital CORP | +0.7% | NEW | 新建倉 |
| 18 | QUS | Ss Spdr Msci U Stratfact ETF | +0.7% | NEW | 新建倉 |
| 19 | BX | Blackstone Inc | +0.7% | NEW | 新建倉 |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.7% | NEW | 新建倉 |
| 21 | TYG | Tortoise Energy Infrastruct | +0.6% | NEW | 新建倉 |
| 22 | MPC | Marathon Petroleum CORP | +0.6% | NEW | 新建倉 |
| 23 | NTAP | Netapp Inc | +0.6% | NEW | 新建倉 |
| 24 | KMI | Kinder Morgan, Inc. | +0.6% | NEW | 新建倉 |
| 25 | ✓ | Tortoise Energy Infrastructure | -0.5% | EXIT | 清倉 |
| 26 | ✓ | RenaissanceRe Holdings Ltd Pfd F | -0.5% | EXIT | 清倉 |
| 27 | ✓ | -0.6% | EXIT | 清倉 | |
| 28 | ✓ | Invesco Preferred ETF | -0.6% | EXIT | 清倉 |
| 29 | ✓ | -0.6% | EXIT | 清倉 | |
| 30 | ✓ | -0.6% | EXIT | 清倉 | |
| 31 | ✓ | -0.6% | EXIT | 清倉 | |
| 32 | ✓ | -0.6% | EXIT | 清倉 | |
| 33 | ✓ | -0.6% | EXIT | 清倉 | |
| 34 | ✓ | -0.7% | EXIT | 清倉 | |
| 35 | ✓ | -0.7% | EXIT | 清倉 | |
| 36 | ✓ | -0.8% | EXIT | 清倉 | |
| 37 | ✓ | Powell Industries, Inc. | -0.8% | EXIT | 清倉 |
| 38 | ✓ | -0.8% | EXIT | 清倉 | |
| 39 | ✓ | John Hancock Preferred Income ETF | -0.8% | EXIT | 清倉 |
| 40 | ✓ | -0.8% | EXIT | 清倉 | |
| 41 | ✓ | -0.9% | EXIT | 清倉 | |
| 42 | ✓ | -1% | EXIT | 清倉 | |
| 43 | ✓ | -1% | EXIT | 清倉 | |
| 44 | ✓ | -1.1% | EXIT | 清倉 | |
| 45 | ✓ | -1.1% | EXIT | 清倉 | |
| 46 | ✓ | Ssga Active ETF Tr Spdr Double | -1.2% | EXIT | 清倉 |
| 47 | ✓ | -1.6% | EXIT | 清倉 | |
| 48 | ✓ | -2.5% | EXIT | 清倉 | |
| 49 | ✓ | -2.5% | EXIT | 清倉 | |
| 50 | ✓ | -3.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，1620 Investment Advisors, Inc. 在 Q4 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 Q4 2024 季度，1620 Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：SPIB (3.1%)、IEF (2.2%)、SPTS (2.2%)。其中最大持股部位 SPIB 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
SPIB
市值: US$403.7萬
本季最大獲利了結 / 清倉標的
前期市值: US$426.1萬
在 Q4 2024 季度中，1620 Investment Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 24 個部位、加碼 0 個部位、減碼 0 個部位以及清倉 26 個部位。 其中最大新建倉標的為 SPIB。 本季清倉部位包含 。
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。