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: 0001018561
申報總市值
US$7.5億
US$7.5億
205 檔
32.6%
Acorn Financial Advisory Services Inc /adv 在 Q4 2024 季度的美股部位總計估值為 US$7.5億，分散於 205 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2024 的資金脈絡，Acorn Financial Advisory Services Inc /adv 在獲利結算 3 檔個股的同時，將資本重新部署至 8 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Acorn Financial Advisory Services Inc /adv 的前 5 大核心持股（包含 VOO, XBIL, VUG 等）合計佔整體申報市值的 32.6%，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 205 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 12.50% | -1.80% | +1.55% | |
| 2 | XBIL | F/m US Treasury 6 Month Bill | ETF-政府公債 | 8.90% | -1.50% | +16.09% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 6.76% | +0.08% | -1.98% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.29% | +0.16% | +1.36% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 6.07% | +0.08% | +0.23% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.87% | +0.20% | +6.25% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 4.65% | +0.33% | +1.67% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.61% | -0.20% | +3.95% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.00% | -0.03% | -1.21% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.91% | +0.10% | -0.07% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.41% | +0.48% | +1.39% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 2.40% | +0.28% | +657.74% | |
| 13 | MSTR | Strategy Inc | 股票-科技 | 2.27% | -0.20% | -30.34% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.46% | -0.16% | -9.07% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | — | -3.44% | |
| 16 | OBIL | F/m US Treasury 12 Month Bil | ETF-政府公債 | 0.78% | -0.63% | EXIT | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.76% | +0.02% | -14.80% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.69% | +0.01% | -1.43% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | -0.04% | -2.33% | |
| 20 | ✓ | Tidal Trust Ii | 股票-其他 | 0.68% | — | — | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | -0.01% | -4.28% | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.60% | -0.08% | -0.73% | |
| 23 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.55% | +0.05% | -4.39% | |
| 24 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.55% | +0.03% | — | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.54% | +0.02% | -0.06% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工業 | 0.52% | -0.09% | +0.29% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.52% | -0.09% | -16.06% | |
| 28 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.48% | -0.11% | -13.20% | |
| 29 | CION | Cion Investment CORP | 股票-其他 | 0.48% | — | +0.14% | |
| 30 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.46% | -0.15% | -2.83% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.45% | +0.03% | -0.38% | |
| 32 | CACI | Caci International Inc -cl A | 股票-科技 | 0.42% | -0.04% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.40% | -0.01% | -1.44% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -4.17% | EXIT | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.39% | +0.03% | -11.13% | |
| 36 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-科技型 | 0.37% | +0.01% | — | |
| 37 | SAUG | Ft Vest US Small Cap Moderat | ETF-中小型股 | 0.37% | +0.01% | — | |
| 38 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.36% | — | +0.21% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.33% | +0.04% | +0.44% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.32% | -0.04% | -3.30% | |
| 41 | CRNC | Cerence Inc | 股票-其他 | 0.32% | +0.04% | -35.84% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.31% | +0.01% | -10.57% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.30% | +0.03% | +6.34% | |
| 44 | PENN | Penn Entertainment Inc | 股票-循環性消費 | 0.28% | +0.03% | -3.89% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.27% | +0.02% | -8.70% | |
| 46 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.26% | — | +42.82% | |
| 47 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 0.25% | -0.03% | +31.22% | |
| 48 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.24% | +0.02% | — | |
| 49 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 0.23% | — | — | |
| 50 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 0.22% | -0.01% | -4.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +2.2% | +657.74% | 加碼 |
| 2 | ✓ | Tidal Trust Ii | +0.7% | NEW | 新建倉 |
| 3 | XBIL | F/m US Treasury 6 Month Bill | +0.6% | +16.09% | 加碼 |
| 4 | FOCT | Ft Vest U.s. Equity Buffer E | +0.6% | NEW | 新建倉 |
| 5 | CACI | Caci International Inc -cl A | +0.4% | NEW | 新建倉 |
| 6 | QJUN | Ft Vest Nasdaq-100 Buffer Et | +0.4% | NEW | 新建倉 |
| 7 | SAUG | Ft Vest US Small Cap Moderat | +0.4% | NEW | 新建倉 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | -0.73% | 減碼 |
| 9 | MSTR | Strategy Inc | +0.2% | -30.34% | 減碼 |
| 10 | TSLA | Tesla Inc | +0.2% | -0.06% | 減碼 |
| 11 | SOFI | Sofi Technologies Inc | +0.2% | +0.21% | 加碼 |
| 12 | AES | Aes CORP | +0.1% | NEW | 新建倉 |
| 13 | CRNC | Cerence Inc | +0.1% | -35.84% | 減碼 |
| 14 | DXCM | Dexcom Inc | +0.1% | +42.82% | 加碼 |
| 15 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | +0.1% | NEW | 新建倉 |
| 16 | SHOP | Shopify Inc - Class A | +0.1% | -2.83% | 減碼 |
| 17 | CDLXEUR | Cardlytics Inc | +0.1% | +49.51% | 加碼 |
| 18 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | NEW | 新建倉 |
| 19 | AMZN | Amazon.com Inc | +0.1% | -1.43% | 減碼 |
| 20 | DOCU | Docusign Inc | +0.1% | -4.97% | 減碼 |
| 21 | ASAN | Asana Inc - Cl A | +0.1% | -21.46% | 減碼 |
| 22 | CRM | Salesforce Inc | 0% | -3.30% | 減碼 |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | -0.38% | 減碼 |
| 24 | AAPL | Apple Inc | — | -0.07% | 減碼 |
| 25 | FDEC | Ft Vest U.s. Equity Buffer E | -0.1% | EXIT | 清倉 |
| 26 | WGO | Winnebago Industries | -0.1% | EXIT | 清倉 |
| 27 | PZZA | Papa John's Intl Inc | -0.1% | -3.17% | 減碼 |
| 28 | QDEC | Ft Vest Nasdaq-100 Buffer Et | -0.1% | EXIT | 清倉 |
| 29 | FSEP | Ft Vest U.s. Equity Buffer E | -0.1% | -58.73% | 減碼 |
| 30 | COLL | Collegium Pharmaceutical Inc | -0.1% | -4.75% | 減碼 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.39% | 加碼 |
| 32 | AMT | American Tower CORP | -0.1% | -3.38% | 減碼 |
| 33 | CCI | Crown Castle Inc | -0.1% | -2.54% | 減碼 |
| 34 | UTEN | F/m US Treasury 10 Year Note | -0.1% | -53.57% | 減碼 |
| 35 | REGN | Regeneron Pharmaceuticals | -0.1% | — | 不變 |
| 36 | BOOT | Boot Barn Holdings Inc | -0.1% | -25.82% | 減碼 |
| 37 | AVUV | Avantis US Small Cap Value | -0.1% | +3.95% | 加碼 |
| 38 | SPEM | State Street Sp Ptf Em ETF | -0.1% | -11.13% | 減碼 |
| 39 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.1% | -13.20% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.1% | -3.44% | 減碼 |
| 41 | LMT | Lockheed Martin CORP | -0.2% | +0.29% | 加碼 |
| 42 | VUG | Vanguard Growth ETF | -0.2% | -1.98% | 減碼 |
| 43 | FVD | First Trust Value Line Dvd | -0.2% | -16.06% | 減碼 |
| 44 | VO | Vanguard Mid-cap ETF | -0.2% | -14.80% | 減碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -48.26% | 減碼 |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | -9.07% | 減碼 |
| 47 | VB | Vanguard Small-cap ETF | -0.4% | +0.23% | 加碼 |
| 48 | VOO | Vanguard S&p 500 ETF | -0.5% | +1.55% | 加碼 |
| 49 | AGG | Ishares Core U.s. Aggregate | -0.7% | +1.36% | 加碼 |
| 50 | VEA | Vanguard Ftse Developed ETF | -0.7% | +6.25% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Acorn Financial Advisory Services Inc /adv 在 Q4 2024 季度的美股持倉總市值約為 US$7.5億，共申報了 205 個公開持股部位。
在 Q4 2024 季度，Acorn Financial Advisory Services Inc /adv 按市值排列的前三大核心持股分別為：VOO (12.5%)、XBIL (8.9%)、VUG (6.8%)。其中最大持股部位 VOO 佔據整體投資組合約 12.5% 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
TIDAL TRUST II
市值: US$414.0萬
本季最大獲利了結 / 清倉標的
QDEC
前期市值: US$37.0萬
在 Q4 2024 季度中，Acorn Financial Advisory Services Inc /adv 共進行了 49 項持倉異動，包含新建倉 8 個部位、加碼 12 個部位、減碼 26 個部位以及清倉 3 個部位。 其中最大新建倉標的為 TIDAL TRUST II。 本季清倉部位包含 QDEC。
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。