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: 0001713662
申報總市值
US$54.4億
US$54.4億
247 檔
3.3%
AlphaCore Capital LLC 在 Q3 2024 季度的美股部位總計估值為 US$54.4億，分散於 247 個持倉標的之中，反映其市場參與廣度與投資規模。
AlphaCore Capital LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 29 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MPLX, IWV, GLD）累計市值佔比達 3.3%，是驅動 AlphaCore Capital LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 247 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 | MPLX | Mplx LP | 股票-能源 | 15.76% | -0.52% | +0.03% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 11.94% | -0.14% | -12.12% | |
| 3 | GLD | Spdr Gold Shares | ETF-避險與商品 | 5.51% | -0.05% | +14.82% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.10% | +0.41% | -1.23% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | +0.16% | +4.48% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.48% | +0.12% | +3.19% | |
| 7 | EPD | Enterprise Products Partners | 股票-能源 | 2.44% | -0.10% | — | |
| 8 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 2.39% | -0.01% | +4.76% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.23% | -0.06% | +3.22% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.05% | +0.25% | +6.92% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.49% | +0.08% | -0.50% | |
| 12 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.37% | -0.08% | -3.76% | |
| 13 | UNM | Unum Group | 股票-金融 | 1.33% | -0.01% | +3.47% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.29% | -0.12% | +4.02% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.27% | +0.04% | +1.74% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.25% | +0.15% | -3.17% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | -0.01% | +5.66% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.95% | -0.02% | +7.76% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.86% | +0.03% | +0.22% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工業 | 0.85% | -0.05% | -0.42% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | — | +4.71% | |
| 22 | CHRD | Chord Energy CORP | 股票-能源 | 0.82% | — | — | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.76% | -0.02% | +4.57% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | -0.03% | +5.54% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.01% | -0.05% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.65% | -0.02% | +9.12% | |
| 27 | SNPS | Synopsys Inc | 股票-科技 | 0.62% | — | +13.31% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | -0.01% | +0.03% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | +0.51% | +3.08% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.03% | +10.37% | |
| 31 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.57% | -0.02% | — | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | -0.53% | +23.55% | |
| 33 | JEF | Jefferies Financial Group In | 股票-金融 | 0.56% | +0.01% | -0.47% | |
| 34 | CTRA | Coterra Energy Inc | 股票-能源 | 0.55% | -0.09% | EXIT | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | +0.09% | -1.41% | |
| 36 | KRP | Kimbell Royalty Partners LP | 股票-其他 | 0.54% | — | +0.46% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.53% | +0.02% | +16.12% | |
| 38 | APH | Amphenol Corp-cl A | 股票-科技 | 0.51% | +0.29% | +14.40% | |
| 39 | MU | Micron Technology Inc | 股票-科技 | 0.50% | +0.47% | -2.62% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.17% | EXIT | |
| 41 | DE | Deere & Co | 股票-工業 | 0.44% | — | +4.77% | |
| 42 | ENB | Enbridge Inc | 股票-能源 | 0.43% | -0.03% | +11.67% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.43% | — | +1.56% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.42% | — | -0.15% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | +0.04% | -2.73% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.41% | — | +12.67% | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.40% | -0.01% | +53.55% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.40% | — | +15.62% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.39% | -0.02% | -0.82% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.38% | -0.02% | +6.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +1% | +14.82% | 加碼 |
| 2 | WAFD | Wafd Inc | +0.3% | NEW | 新建倉 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +3.22% | 加碼 |
| 4 | WMT | Walmart Inc | +0.2% | +4.02% | 加碼 |
| 5 | DELL | Dell Technologies Inc. | +0.2% | NEW | 新建倉 |
| 6 | UNM | Unum Group | +0.2% | +3.47% | 加碼 |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | 新建倉 |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +23.55% | 加碼 |
| 9 | LMT | Lockheed Martin CORP | +0.1% | NEW | 新建倉 |
| 10 | C | Citigroup Inc | +0.1% | +53.55% | 加碼 |
| 11 | ORCL | Oracle CORP | +0.1% | +10.37% | 加碼 |
| 12 | HD | Home Depot Inc | +0.1% | +5.54% | 加碼 |
| 13 | NOC | Northrop Grumman CORP | +0.1% | -0.42% | 減碼 |
| 14 | SBUX | Starbucks CORP | +0.1% | +12.67% | 加碼 |
| 15 | GE | General Electric | +0.1% | +32.05% | 加碼 |
| 16 | DELL | Dell Technologies Inc. | +0.1% | NEW | 新建倉 |
| 17 | SLB | Slb LTD | +0.1% | NEW | 新建倉 |
| 18 | AAPL | Apple Inc | +0.1% | -1.23% | 減碼 |
| 19 | LOW | Lowe's Cos Inc | +0.1% | NEW | 新建倉 |
| 20 | WFC 7.5 PERP L債券 | Wells Fargo & Company | +0.1% | +99.60% | 加碼 |
| 21 | JEF | Jefferies Financial Group In | +0.1% | -0.47% | 減碼 |
| 22 | ENB | Enbridge Inc | +0.1% | +11.67% | 加碼 |
| 23 | HWKN | Hawkins Inc | +0.1% | -1.94% | 減碼 |
| 24 | BX | Blackstone Inc | +0.1% | +1.56% | 加碼 |
| 25 | NEE | Nextera Energy Inc | +0.1% | +17.81% | 加碼 |
| 26 | PGR | Progressive CORP | +0.1% | +59.34% | 加碼 |
| 27 | MA | Mastercard Inc - A | +0.1% | +64.82% | 加碼 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | -0.50% | 減碼 |
| 29 | ABBV | Abbvie Inc | +0.1% | +0.22% | 加碼 |
| 30 | MCD | Mcdonald's CORP | +0.1% | +6.67% | 加碼 |
| 31 | IRT | Independence Realty Trust In | +0.1% | +14.95% | 加碼 |
| 32 | CRM | Salesforce Inc | +0.1% | +15.62% | 加碼 |
| 33 | MO | Altria Group Inc | +0.1% | NEW | 新建倉 |
| 34 | SCHX | Schwab US Large-cap ETF | +0.1% | +7.76% | 加碼 |
| 35 | TMUS | T-mobile US Inc | +0.1% | +18.01% | 加碼 |
| 36 | XT | Ishar Fture Exp Tech Etf-usd | 0% | +4.76% | 加碼 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | +16.12% | 加碼 |
| 38 | RTX | Rtx CORP | 0% | -0.20% | 減碼 |
| 39 | V | Visa Inc-class A Shares | 0% | +5.66% | 加碼 |
| 40 | PEP | Pepsico Inc | 0% | +9.12% | 加碼 |
| 41 | JPM | Jpmorgan Chase & Co | 0% | +3.19% | 加碼 |
| 42 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 43 | SDS | ProShares UltraShort S&P500 | -0.1% | EXIT | 清倉 |
| 44 | MU | Micron Technology Inc | -0.2% | -2.62% | 減碼 |
| 45 | MPC | Marathon Petroleum CORP | -0.3% | -3.76% | 減碼 |
| 46 | QCOM | Qualcomm Inc | -0.3% | +1.74% | 加碼 |
| 47 | CHRD | Chord Energy CORP | -0.3% | — | 不變 |
| 48 | BLKCHF | Blackrock Inc | -0.3% | EXIT | 清倉 |
| 49 | MPLX | Mplx LP | -0.4% | +0.03% | 加碼 |
| 50 | IWV | Ishares Russell 3000 ETF | -1.8% | -12.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，AlphaCore Capital LLC 在 Q3 2024 季度的美股持倉總市值約為 US$54.4億，共申報了 247 個公開持股部位。
在 Q3 2024 季度，AlphaCore Capital LLC 按市值排列的前三大核心持股分別為：MPLX (15.8%)、IWV (11.9%)、GLD (5.5%)。其中最大持股部位 MPLX 佔據整體投資組合約 15.8% 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
WAFD
市值: US$116.9萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$132.7萬
在 Q3 2024 季度中，AlphaCore Capital LLC 共進行了 49 項持倉異動，包含新建倉 8 個部位、加碼 29 個部位、減碼 9 個部位以及清倉 3 個部位。 其中最大新建倉標的為 WAFD。 本季清倉部位包含 BLKCHF。
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。