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
107 檔
20.0%
根據最新整理的 13F 季度數據集，Agate Pass Investment Management, LLC 於 Q4 2024 結束時的管理資產規模為 US$2.7億。該機構在本季度申報了 107 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Agate Pass Investment Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 14 個新部位，並對 22 個既有持股進行加碼（合計增持 36 檔），相較減碼與清倉部位顯著佔優。
整體而言，Agate Pass Investment Management, LLC 的前 5 大持股（包含 VB, AAPL, ABBV）貢獻了組合市值的 20.0%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.31% | +0.29% | +2.98% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.30% | -0.01% | +3.67% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 5.22% | -0.67% | +8.91% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.54% | -0.36% | +6.99% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.11% | +0.24% | +7.06% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 3.62% | -0.12% | +30.61% | |
| 7 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.61% | -0.31% | +0.06% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.74% | -0.16% | +31.35% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.63% | +0.08% | -10.01% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.28% | +0.01% | +4.61% | |
| 11 | FISV | Fiserv Inc | 股票-其他 | 1.99% | -0.03% | -3.44% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.72% | +0.47% | -1.14% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.66% | -0.08% | +2.24% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.63% | -0.04% | -1.79% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.59% | +0.66% | +1.49% | |
| 16 | CPAY | Corpay Inc | 股票-科技 | 1.57% | +0.06% | -15.48% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.56% | -0.12% | +10.18% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.51% | +0.22% | +1.42% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.48% | +0.55% | +29.48% | |
| 20 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.48% | -0.17% | -0.49% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.47% | -0.03% | -3.86% | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 1.41% | -0.10% | +1.33% | |
| 23 | HUBB | Hubbell Inc | 股票-工業 | 1.38% | -0.04% | -2.59% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.33% | -0.25% | +21.49% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.19% | -0.05% | +46.08% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.13% | +0.02% | -0.15% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.11% | -0.25% | -1.50% | |
| 28 | RTX | Rtx CORP | 股票-工業 | 1.09% | -0.27% | +44.99% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 1.09% | -0.29% | +44.30% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.04% | +0.75% | +27.09% | |
| 31 | WRB | Wr Berkley CORP | 股票-金融 | 1.01% | -0.03% | +1.28% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.98% | +0.33% | +3.47% | |
| 33 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.92% | -0.09% | +1.19% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.92% | +0.04% | -0.86% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.90% | -0.04% | +196.26% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.40% | -0.88% | |
| 37 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.87% | -0.02% | -6.96% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.02% | +39.26% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.79% | +0.01% | +177.69% | |
| 40 | ENB | Enbridge Inc | 股票-能源 | 0.78% | -0.11% | -1.22% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.04% | +10.34% | |
| 42 | PLD | Prologis Inc | 股票-房地產 | 0.74% | -0.07% | -0.59% | |
| 43 | MDT | Medtronic plc | 股票-醫療保健 | 0.71% | -0.28% | +3.92% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | +0.21% | — | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.68% | +0.03% | +5.28% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.64% | -0.32% | -0.02% | |
| 47 | CPRT | Copart Inc | 股票-工業 | 0.64% | -0.07% | -0.14% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.62% | +0.03% | +109.87% | |
| 49 | SYY | Sysco CORP | 股票-非循環性消費 | 0.59% | +0.01% | +10.70% | |
| 50 | AFL | Aflac Inc | 股票-金融 | 0.58% | -0.03% | -4.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.8% | +30.61% | 加碼 |
| 2 | JPM | Jpmorgan Chase & Co | +0.7% | +31.35% | 加碼 |
| 3 | XLC | Ss Comm Select Sector Spdr | +0.6% | NEW | 新建倉 |
| 4 | XLY | Ss Consumer Disc Select Sect | +0.5% | +177.69% | 加碼 |
| 5 | BNY | Bank Of New York Mellon CORP | +0.5% | NEW | 新建倉 |
| 6 | IBM | Intl Business Machines CORP | +0.4% | NEW | 新建倉 |
| 7 | CRM | Salesforce Inc | +0.4% | +44.30% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | +7.06% | 加碼 |
| 9 | DLR | Digital Realty Trust Inc | +0.4% | NEW | 新建倉 |
| 10 | WELL | Welltower Inc | +0.4% | NEW | 新建倉 |
| 11 | TRV | Travelers Cos Inc/the | +0.4% | NEW | 新建倉 |
| 12 | PRU | Prudential Financial Inc | +0.4% | NEW | 新建倉 |
| 13 | ROK | Rockwell Automation Inc | +0.4% | NEW | 新建倉 |
| 14 | CSCO | Cisco Systems Inc | +0.3% | +29.48% | 加碼 |
| 15 | MRK | Merck & Co. Inc. | +0.3% | NEW | 新建倉 |
| 16 | NVS | Novartis Ag-sponsored Adr | +0.3% | NEW | 新建倉 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.3% | +109.87% | 加碼 |
| 18 | UPS | United Parcel Service-cl B | +0.3% | NEW | 新建倉 |
| 19 | PG | Procter & Gamble Co/the | +0.3% | +46.08% | 加碼 |
| 20 | NTRS | Northern Trust CORP | +0.2% | NEW | 新建倉 |
| 21 | RTX | Rtx CORP | +0.2% | +44.99% | 加碼 |
| 22 | CVX | Chevron CORP | +0.2% | +99.05% | 加碼 |
| 23 | AEP | American Electric Power | +0.2% | NEW | 新建倉 |
| 24 | XLK | Ss Technology Select Sector | +0.2% | +27.09% | 加碼 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +39.26% | 加碼 |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | NEW | 新建倉 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +10.34% | 加碼 |
| 28 | VCR | Vanguard Consumer Discre ETF | +0.1% | +31.74% | 加碼 |
| 29 | AAPL | Apple Inc | +0.1% | +3.67% | 加碼 |
| 30 | DIS | Walt Disney Co/the | 0% | -0.02% | 減碼 |
| 31 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 32 | FISV | Fiserv Inc | — | -3.44% | 減碼 |
| 33 | PEP | Pepsico Inc | 0% | +21.49% | 加碼 |
| 34 | SON | Sonoco Products Co | -0.1% | EXIT | 清倉 |
| 35 | ICSH | Ishares Ultra Short Duration | -0.1% | +4.61% | 加碼 |
| 36 | AFL | Aflac Inc | -0.2% | -4.85% | 減碼 |
| 37 | AMAT | Applied Materials Inc | -0.2% | +2.18% | 加碼 |
| 38 | AMGN | Amgen Inc | -0.2% | -1.31% | 減碼 |
| 39 | XOM | Exxon Mobil CORP | -0.2% | -0.88% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.2% | +6.99% | 加碼 |
| 41 | PLD | Prologis Inc | -0.2% | -0.59% | 減碼 |
| 42 | NKE | Nike Inc -cl B | -0.3% | -20.31% | 減碼 |
| 43 | VB | Vanguard Small-cap ETF | -0.3% | +2.98% | 加碼 |
| 44 | LOW | Lowe's Cos Inc | -0.3% | -0.49% | 減碼 |
| 45 | CPAY | Corpay Inc | -0.3% | -15.48% | 減碼 |
| 46 | GPC | Genuine Parts Co | -0.4% | -6.96% | 減碼 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -37.11% | 減碼 |
| 48 | DHR | Danaher CORP | -0.5% | +1.33% | 加碼 |
| 49 | ABBV | Abbvie Inc | -0.7% | +8.91% | 加碼 |
| 50 | VEU | Vanguard Ftse All-world Ex-u | -0.9% | -10.01% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Agate Pass Investment Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.7億，共申報了 107 個公開持股部位。
在 Q4 2024 季度，Agate Pass Investment Management, LLC 按市值排列的前三大核心持股分別為：VB (5.3%)、AAPL (5.3%)、ABBV (5.2%)。其中最大持股部位 VB 佔據整體投資組合約 5.3% 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
XLC
市值: US$123.9萬
本季最大獲利了結 / 清倉標的
SON
前期市值: US$23.7萬
在 Q4 2024 季度中，Agate Pass Investment Management, LLC 共進行了 49 項持倉異動，包含新建倉 14 個部位、加碼 22 個部位、減碼 12 個部位以及清倉 1 個部位。 其中最大新建倉標的為 XLC。 本季清倉部位包含 SON。
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。