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: 0001376113
申報總市值
US$213.3億
US$213.3億
993 檔
26.0%
Q3 2024 季度申報顯示，Alps Advisors Inc 揭露的美股組合總市值為 US$213.3億，涵蓋 993 個不同之權益投資部位。
在 Q3 2024，Alps Advisors Inc 操作展現出積極擴展與加碼意向。本季共新建倉 20 個新部位，並對 96 個既有持股進行加碼（合計增持 116 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 MPLX, ET, EPD）占據了總市值的 26.0%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 993 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 | 7.62% | +0.28% | -2.06% | |
| 2 | ET | Energy Transfer LP | 股票-能源 | 7.53% | -0.02% | -1.53% | |
| 3 | EPD | Enterprise Products Partners | 股票-能源 | 7.41% | -0.23% | -0.89% | |
| 4 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 7.31% | -0.32% | -1.27% | |
| 5 | WES | Western Midstream Partners L | 股票-能源 | 7.26% | +0.03% | +1.68% | |
| 6 | SUN | Sunoco LP | 股票-其他 | 6.87% | +0.19% | +1.71% | |
| 7 | 0E41 | Enlink Midstream LLC | 股票-其他 | 4.56% | — | +8.09% | |
| 8 | HESM | Hess Midstream LP - Class A | 股票-其他 | 3.87% | -0.49% | +2.22% | |
| 9 | CQP | Cheniere Energy Partners LP | 股票-其他 | 2.34% | -0.29% | +0.84% | |
| 10 | USAC | USA Compression Partners LP | 股票-其他 | 1.92% | -0.17% | +0.84% | |
| 11 | GEL | Genesis Energy L.p. | 股票-其他 | 1.71% | -0.53% | +0.83% | |
| 12 | CCJ | Cameco CORP | 股票-能源 | 1.68% | -0.53% | -10.25% | |
| 13 | GLP | Global Partners LP | 股票-其他 | 1.43% | +0.08% | +0.82% | |
| 14 | SPH | Suburban Propane Partners LP | 股票-其他 | 1.35% | -0.24% | +0.86% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | +0.05% | -2.80% | |
| 16 | UEC | Uranium Energy CORP | 股票-能源 | 0.79% | -0.11% | +4.22% | |
| 17 | NXE | Nexgen Energy LTD | 股票-其他 | 0.77% | -0.25% | +8.25% | |
| 18 | DNN | Denison Mines CORP | 股票-其他 | 0.75% | -0.06% | +3.26% | |
| 19 | DKL | Delek Logistics Partners LP | 股票-其他 | 0.66% | -0.01% | +1.43% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 0.61% | -0.26% | -2.52% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.61% | +0.11% | -2.93% | |
| 22 | UUUU | Energy Fuels Inc | 股票-能源 | 0.48% | -0.05% | +8.97% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | +0.02% | +28.57% | |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.42% | +0.05% | -0.22% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.38% | +0.01% | -6.74% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.37% | — | +1.62% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.36% | -0.04% | -0.28% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 0.34% | +0.05% | -5.43% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.30% | +0.03% | +31.46% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.30% | +0.06% | -3.93% | |
| 31 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.28% | +0.03% | -0.07% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | +0.03% | +28.85% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.27% | +0.20% | +335.23% | |
| 34 | WMB | Williams Cos Inc | 股票-能源 | 0.27% | +0.03% | -2.57% | |
| 35 | OKE | Oneok Inc | 股票-能源 | 0.26% | — | -6.85% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.25% | +0.03% | +207.64% | |
| 37 | NEM | Newmont CORP | 股票-原物料 | 0.25% | -0.05% | -7.01% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.25% | +0.04% | +137.66% | |
| 39 | XLB | Ss Materials Select Sector | ETF-其他 | 0.24% | -0.29% | EXIT | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.24% | -0.28% | EXIT | |
| 41 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.24% | -0.27% | EXIT | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.24% | -0.27% | EXIT | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.24% | -0.27% | EXIT | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.24% | -0.28% | EXIT | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.24% | -0.27% | EXIT | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.24% | -0.27% | EXIT | |
| 47 | XLF | Ss Financial Select Sector | ETF-其他 | 0.24% | -0.27% | EXIT | |
| 48 | URG | Ur-energy Inc | 股票-其他 | 0.24% | — | +30.88% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.23% | -0.28% | EXIT | |
| 50 | XLE | Ss Energy Select Sector | ETF-其他 | 0.23% | -0.28% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | 0E41 | Enlink Midstream LLC | +0.5% | +8.09% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +335.23% | 加碼 |
| 3 | LYB | LyondellBasell Industries N.V. | +0.2% | NEW | 新建倉 |
| 4 | MRK | Merck & Co. Inc. | +0.2% | +207.64% | 加碼 |
| 5 | HD | Home Depot Inc | +0.2% | +28.57% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +137.66% | 加碼 |
| 7 | MCD | Mcdonald's CORP | +0.1% | +86.78% | 加碼 |
| 8 | NHC | National Healthcare CORP | +0.1% | NEW | 新建倉 |
| 9 | FSM | Fortuna Mining CORP | +0.1% | NEW | 新建倉 |
| 10 | DOX | Amdocs Limited | +0.1% | +1732.86% | 加碼 |
| 11 | MTN | Vail Resorts Inc | +0.1% | NEW | 新建倉 |
| 12 | RNR | RenaissanceRe Holdings Ltd. | +0.1% | +3317.12% | 加碼 |
| 13 | G | Genpact Limited | +0.1% | +3266.42% | 加碼 |
| 14 | TXN | Texas Instruments Inc | +0.1% | +31.46% | 加碼 |
| 15 | SCI | Service CORP International | +0.1% | NEW | 新建倉 |
| 16 | SNX | TD Synnex CORP | +0.1% | NEW | 新建倉 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +82.27% | 加碼 |
| 18 | ACN | Accenture plc | +0.1% | +74.23% | 加碼 |
| 19 | MSM | Msc Industrial Direct Co-a | +0.1% | +239.26% | 加碼 |
| 20 | MRSH | Marsh & Mclennan Cos | +0.1% | +163.27% | 加碼 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +28.85% | 加碼 |
| 22 | PG | Procter & Gamble Co/the | +0.1% | +68.50% | 加碼 |
| 23 | LEA | Lear CORP | +0.1% | NEW | 新建倉 |
| 24 | DLB | Dolby Laboratories Inc-cl A | +0.1% | +104.70% | 加碼 |
| 25 | RHI | Robert Half Inc | +0.1% | +104.60% | 加碼 |
| 26 | TMUS | T-mobile US Inc | +0.1% | NEW | 新建倉 |
| 27 | WU | Western Union Co | +0.1% | +114.05% | 加碼 |
| 28 | AVT | Avnet Inc | +0.1% | +84.69% | 加碼 |
| 29 | ITW | Illinois Tool Works | +0.1% | +168.03% | 加碼 |
| 30 | 2655957D | Premier Inc-class A | +0.1% | +70.50% | 加碼 |
| 31 | DKL | Delek Logistics Partners LP | 0% | +1.43% | 加碼 |
| 32 | UEC | Uranium Energy CORP | 0% | +4.22% | 加碼 |
| 33 | IBM | Intl Business Machines CORP | 0% | +1.94% | 加碼 |
| 34 | MA | Mastercard Inc - A | 0% | +12.52% | 加碼 |
| 35 | FELE | Franklin Electric Co Inc | 0% | NEW | 新建倉 |
| 36 | VCTR | Victory Capital Holding - A | 0% | NEW | 新建倉 |
| 37 | WBA | Walgreens Boots Alliance Inc | 0% | +83.92% | 加碼 |
| 38 | NXPI | NXP Semiconductors N.V. | 0% | NEW | 新建倉 |
| 39 | HLI | Houlihan Lokey Inc | 0% | +37.71% | 加碼 |
| 40 | CTAS | Cintas CORP | 0% | +874.55% | 加碼 |
| 41 | T | At&t Inc | 0% | +7.13% | 加碼 |
| 42 | CRI | Carter's Inc | 0% | +197.10% | 加碼 |
| 43 | PRGS | Progress Software CORP | 0% | NEW | 新建倉 |
| 44 | NEM | Newmont CORP | 0% | -7.01% | 減碼 |
| 45 | DCI | Donaldson Co Inc | 0% | +54.97% | 加碼 |
| 46 | AOS | Smith (a.o.) CORP | 0% | +35.24% | 加碼 |
| 47 | HRB | H&r Block Inc | 0% | +26.84% | 加碼 |
| 48 | WEN | Wendy's Co/the | 0% | NEW | 新建倉 |
| 49 | SWK | Stanley Black & Decker Inc | 0% | -10.19% | 減碼 |
| 50 | INGR | Ingredion Inc | 0% | +46.65% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Alps Advisors Inc 在 Q3 2024 季度的美股持倉總市值約為 US$213.3億，共申報了 993 個公開持股部位。
在 Q3 2024 季度，Alps Advisors Inc 按市值排列的前三大核心持股分別為：MPLX (7.6%)、ET (7.5%)、EPD (7.4%)。其中最大持股部位 MPLX 佔據整體投資組合約 7.6% 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
LYB
市值: US$2480.5萬
本季最大獲利了結 / 清倉標的
ETRNUSD
前期市值: US$1448.6萬
在 Q3 2024 季度中，Alps Advisors Inc 共進行了 200 項持倉異動，包含新建倉 20 個部位、加碼 96 個部位、減碼 68 個部位以及清倉 16 個部位。 其中最大新建倉標的為 LYB。 本季清倉部位包含 ETRNUSD。
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。