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: 0001900409
申報總市值
US$2.7億
US$2.7億
94 檔
18.9%
Agate Pass Investment Management, LLC 在 Q3 2024 季度的美股部位總計估值為 US$2.7億，分散於 94 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Agate Pass Investment Management, LLC 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 2 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，Agate Pass Investment Management, LLC 的前 5 大核心持股（包含 ABBV, VB, AAPL 等）合計佔整體申報市值的 18.9%，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 | ABBV | Abbvie Inc | 股票-醫療保健 | 5.88% | -0.67% | -0.65% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.62% | +0.29% | +2.79% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.25% | -0.01% | -1.95% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.78% | -0.36% | -2.57% | |
| 5 | ABT | Abbott Laboratories | 股票-醫療保健 | 4.01% | -0.31% | -0.51% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.71% | +0.24% | -3.47% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.55% | +0.08% | -1.08% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 2.86% | -0.12% | -1.34% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.42% | +0.01% | -6.49% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | -0.16% | -1.40% | |
| 11 | FISV | Fiserv Inc | 股票-其他 | 1.99% | -0.03% | -5.02% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.96% | +0.47% | -6.62% | |
| 13 | CPAY | Corpay Inc | 股票-科技 | 1.89% | +0.06% | -2.75% | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 1.86% | -0.10% | -1.25% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.83% | -0.08% | +0.51% | |
| 16 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.80% | -0.17% | -0.82% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.75% | -0.12% | +0.34% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 1.72% | -0.04% | -1.58% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.71% | +0.22% | +1.29% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.70% | +0.66% | -1.72% | |
| 21 | HUBB | Hubbell Inc | 股票-工業 | 1.60% | -0.04% | -1.99% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.59% | -0.03% | -0.83% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.35% | -0.25% | -0.64% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.27% | +0.02% | -2.31% | |
| 25 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.24% | -0.02% | +2.19% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.21% | -0.25% | -1.55% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 1.16% | +0.33% | +1.10% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.14% | +0.55% | -0.50% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | -0.40% | +0.40% | |
| 30 | WRB | Wr Berkley CORP | 股票-金融 | 1.07% | -0.03% | +50.45% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.04% | -0.04% | -6.91% | |
| 32 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.03% | -0.09% | +2.45% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.00% | +0.04% | -12.92% | |
| 34 | PLD | Prologis Inc | 股票-房地產 | 0.98% | -0.07% | +2.29% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.93% | -0.05% | -0.52% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.88% | +0.75% | +17.66% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.87% | -0.27% | -2.04% | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.85% | -0.28% | -4.28% | |
| 39 | ENB | Enbridge Inc | 股票-能源 | 0.83% | -0.11% | -2.11% | |
| 40 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.81% | -0.19% | +53.24% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.76% | -0.11% | EXIT | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.74% | +0.03% | +6.87% | |
| 43 | AFL | Aflac Inc | 股票-金融 | 0.73% | -0.03% | -6.77% | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.29% | — | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.68% | +0.21% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.02% | +14.22% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | +0.04% | -0.36% | |
| 48 | CPRT | Copart Inc | 股票-工業 | 0.64% | -0.07% | -3.15% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.63% | -0.05% | +0.53% | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.63% | +0.86% | +1.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.7% | NEW | 新建倉 |
| 2 | ABBV | Abbvie Inc | +0.4% | -0.65% | 減碼 |
| 3 | NKE | Nike Inc -cl B | +0.3% | +53.24% | 加碼 |
| 4 | VB | Vanguard Small-cap ETF | +0.3% | +2.79% | 加碼 |
| 5 | LOW | Lowe's Cos Inc | +0.2% | -0.82% | 減碼 |
| 6 | ORCL | Oracle CORP | +0.2% | +0.51% | 加碼 |
| 7 | XLY | Ss Consumer Disc Select Sect | +0.2% | +120.92% | 加碼 |
| 8 | FISV | Fiserv Inc | +0.1% | -5.02% | 減碼 |
| 9 | CPAY | Corpay Inc | +0.1% | -2.75% | 減碼 |
| 10 | HUBB | Hubbell Inc | +0.1% | -1.99% | 減碼 |
| 11 | ADP | Automatic Data Processing | +0.1% | -0.83% | 減碼 |
| 12 | APD | Air Products & Chemicals Inc | +0.1% | +2.45% | 加碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.22% | 加碼 |
| 14 | GWW | Ww Grainger Inc | +0.1% | NEW | 新建倉 |
| 15 | ABT | Abbott Laboratories | +0.1% | -0.51% | 減碼 |
| 16 | AAPL | Apple Inc | +0.1% | -1.95% | 減碼 |
| 17 | RTX | Rtx CORP | +0.1% | -2.04% | 減碼 |
| 18 | XLK | Ss Technology Select Sector | +0.1% | +17.66% | 加碼 |
| 19 | PLD | Prologis Inc | +0.1% | +2.29% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +0.34% | 加碼 |
| 21 | DHR | Danaher CORP | +0.1% | -1.25% | 減碼 |
| 22 | MA | Mastercard Inc - A | +0.1% | -1.58% | 減碼 |
| 23 | AFL | Aflac Inc | +0.1% | -6.77% | 減碼 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -0.50% | 減碼 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +4.01% | 加碼 |
| 26 | BLKCHF | Blackrock Inc | +0.1% | +3.82% | 加碼 |
| 27 | ENB | Enbridge Inc | 0% | -2.11% | 減碼 |
| 28 | VCIT | Vanguard Int-term Corporate | 0% | +6.87% | 加碼 |
| 29 | PH | Parker Hannifin CORP | 0% | -5.13% | 減碼 |
| 30 | SDY | Ss Spdr S&p Dividend ETF | 0% | +0.53% | 加碼 |
| 31 | WRB | Wr Berkley CORP | 0% | +50.45% | 加碼 |
| 32 | MDT | Medtronic plc | 0% | -4.28% | 減碼 |
| 33 | SYY | Sysco CORP | 0% | -0.41% | 減碼 |
| 34 | TXN | Texas Instruments Inc | 0% | +1.10% | 加碼 |
| 35 | VEU | Vanguard Ftse All-world Ex-u | 0% | -1.08% | 減碼 |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +1.29% | 加碼 |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | -1.72% | 減碼 |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -1.40% | 減碼 |
| 39 | FSBW | Fs Bancorp Inc | -0.1% | -50.00% | 減碼 |
| 40 | LEG | Leggett & Platt Inc | -0.1% | EXIT | 清倉 |
| 41 | CCK | Crown Holdings Inc | -0.1% | EXIT | 清倉 |
| 42 | AMZN | Amazon.com Inc | -0.1% | -9.74% | 減碼 |
| 43 | GOOG | Alphabet Inc-cl C | -0.1% | — | 不變 |
| 44 | AMAT | Applied Materials Inc | -0.1% | +1.64% | 加碼 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -12.92% | 減碼 |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -6.62% | 減碼 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -3.59% | 減碼 |
| 48 | ICSH | Ishares Ultra Short Duration | -0.3% | -6.49% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.7% | -2.57% | 減碼 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.8% | -3.47% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Agate Pass Investment Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.7億，共申報了 94 個公開持股部位。
在 Q3 2024 季度，Agate Pass Investment Management, LLC 按市值排列的前三大核心持股分別為：ABBV (5.9%)、VB (5.6%)、AAPL (5.3%)。其中最大持股部位 ABBV 佔據整體投資組合約 5.9% 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
CRM
市值: US$137.0萬
本季最大獲利了結 / 清倉標的
CCK
前期市值: US$21.0萬
在 Q3 2024 季度中，Agate Pass Investment Management, LLC 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 17 個部位、減碼 28 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CRM。 本季清倉部位包含 CCK。
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。