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: 0001731671
申報總市值
US$2.8億
US$2.8億
96 檔
18.3%
根據最新整理的 13F 季度數據集，Altman Advisors, Inc. 於 Q4 2024 結束時的管理資產規模為 US$2.8億。該機構在本季度申報了 96 檔美股持倉，呈現出該時期的主要投資地圖。
Altman Advisors, Inc. 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 7 個全新部位及加碼 18 檔持股的同時，亦同步清倉 4 檔並減碼 21 檔標的。
整體而言，Altman Advisors, Inc. 的前 5 大持股（包含 FNOV, IEUR, AAPL）貢獻了組合市值的 18.3%，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 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 7.80% | -0.26% | +7.54% | |
| 2 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 4.29% | -0.66% | +7.96% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.57% | -0.14% | +0.53% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.17% | -0.07% | -2.15% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.94% | -0.11% | -0.10% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -0.35% | -2.05% | |
| 7 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 2.31% | — | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.10% | +0.23% | -0.07% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.93% | +0.08% | -2.69% | |
| 10 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 1.91% | -0.02% | +1.73% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.79% | +0.54% | NEW | |
| 12 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.67% | -0.46% | +9.82% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.67% | -0.04% | -0.49% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.46% | -0.68% | -1.75% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | -0.09% | +0.38% | |
| 16 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.29% | -0.46% | — | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.15% | — | +1.90% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.13% | +0.38% | -5.05% | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 1.13% | -0.45% | -4.54% | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.12% | — | -4.04% | |
| 21 | FLIN | Franklin Ftse India ETF | ETF-其他 | 1.10% | — | +1.86% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.09% | -0.73% | EXIT | |
| 23 | ANET | Arista Networks Inc | 股票-科技 | 1.08% | +0.19% | — | |
| 24 | EXPE | Expedia Group Inc | 股票-循環性消費 | 1.05% | -0.06% | -1.56% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | -0.03% | +1.08% | |
| 26 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | +0.03% | -1.39% | |
| 27 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 1.00% | +0.01% | -1.06% | |
| 28 | DAL | Delta Air Lines Inc | 股票-工業 | 1.00% | — | -3.18% | |
| 29 | ETN | Eaton Corporation plc | 股票-工業 | 0.98% | +0.02% | -1.47% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.97% | +0.78% | NEW | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.96% | -0.01% | -2.24% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.96% | +0.28% | NEW | |
| 33 | HUBS | Hubspot Inc | 股票-科技 | 0.95% | — | -0.09% | |
| 34 | CEG | Constellation Energy | 股票-公用事業 | 0.95% | -0.28% | -23.51% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.93% | +0.07% | +0.01% | |
| 36 | LNG | Cheniere Energy Inc | 股票-能源 | 0.93% | -0.28% | +0.70% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.04% | +0.78% | |
| 38 | MFG | Mizuho Financial Group-adr | 股票-金融 | 0.92% | +0.04% | -0.70% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.92% | +0.01% | +0.15% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.91% | -0.03% | +0.89% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.10% | +1.01% | |
| 42 | UBS | UBS Group AG | 股票-金融 | 0.89% | +0.09% | +0.37% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.89% | +0.06% | -0.31% | |
| 44 | CB | Chubb Limited | 股票-金融 | 0.87% | — | +0.63% | |
| 45 | PNC | Pnc Financial Services Group | 股票-金融 | 0.87% | — | +0.22% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.35% | -0.80% | |
| 47 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.83% | -0.28% | +0.37% | |
| 48 | PRU | Prudential Financial Inc | 股票-金融 | 0.81% | — | +0.59% | |
| 49 | ICE | Intercontinental Exchange In | 股票-金融 | 0.81% | -0.29% | +0.64% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.17% | +0.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EDV | Vanguard Extended Dur Treas | +2.3% | NEW | 新建倉 |
| 2 | ANET | Arista Networks Inc | +1.1% | NEW | 新建倉 |
| 3 | ACWI | Ishares Msci Acwi ETF | +1% | NEW | 新建倉 |
| 4 | YUMC | Yum China Holdings Inc | +0.8% | NEW | 新建倉 |
| 5 | LRCX | Lam Research CORP | +0.7% | NEW | 新建倉 |
| 6 | T | At&t Inc | +0.6% | NEW | 新建倉 |
| 7 | TSLA | Tesla Inc | +0.5% | -3.39% | 減碼 |
| 8 | UPS | United Parcel Service-cl B | +0.5% | NEW | 新建倉 |
| 9 | AVGO | Broadcom Inc | +0.4% | -2.69% | 減碼 |
| 10 | AMZN | Amazon.com Inc | +0.3% | -2.15% | 減碼 |
| 11 | HUBS | Hubspot Inc | +0.2% | -0.09% | 減碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.07% | 減碼 |
| 13 | NVDA | Nvidia CORP | +0.2% | -0.10% | 減碼 |
| 14 | EXPE | Expedia Group Inc | +0.2% | -1.56% | 減碼 |
| 15 | NFLX | Netflix Inc | +0.2% | -4.54% | 減碼 |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +0.47% | 加碼 |
| 17 | LNG | Cheniere Energy Inc | +0.1% | +0.70% | 加碼 |
| 18 | AAPL | Apple Inc | +0.1% | +0.53% | 加碼 |
| 19 | MS | Morgan Stanley | +0.1% | -0.31% | 減碼 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +1.08% | 加碼 |
| 21 | DAL | Delta Air Lines Inc | +0.1% | -3.18% | 減碼 |
| 22 | MFG | Mizuho Financial Group-adr | +0.1% | -0.70% | 減碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | -1.39% | 減碼 |
| 24 | WMT | Walmart Inc | +0.1% | -1.75% | 減碼 |
| 25 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | -1.06% | 減碼 |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +0.78% | 加碼 |
| 27 | C | Citigroup Inc | +0.1% | +0.01% | 加碼 |
| 28 | GD | General Dynamics CORP | -0.1% | +1.40% | 加碼 |
| 29 | ZTS | Zoetis Inc | -0.1% | +1.94% | 加碼 |
| 30 | NEE | Nextera Energy Inc | -0.1% | +1.75% | 加碼 |
| 31 | NVS | Novartis Ag-sponsored Adr | -0.1% | +1.84% | 加碼 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | +2.40% | 加碼 |
| 33 | TXT | Textron Inc | -0.1% | +1.77% | 加碼 |
| 34 | FNOV | Ft Vest US Equity Buffer ETF | -0.2% | +7.54% | 加碼 |
| 35 | CSCO | Cisco Systems Inc | -0.2% | EXIT | 清倉 |
| 36 | ABBV | Abbvie Inc | -0.2% | +1.90% | 加碼 |
| 37 | AMD | Advanced Micro Devices | -0.2% | +2.85% | 加碼 |
| 38 | AMT | American Tower CORP | -0.2% | +2.43% | 加碼 |
| 39 | ORCL | Oracle CORP | -0.2% | -8.32% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.2% | -2.05% | 減碼 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +0.74% | 加碼 |
| 42 | IEUR | Ishares Core Msci Europe ETF | -0.4% | +7.96% | 加碼 |
| 43 | LLY | Eli Lilly & Co | -0.4% | -58.02% | 減碼 |
| 44 | O | Realty Income CORP | -0.4% | -43.42% | 減碼 |
| 45 | CEG | Constellation Energy | -0.6% | -23.51% | 減碼 |
| 46 | BUD | Anheuser-busch Inbev-spn Adr | -0.6% | -58.30% | 減碼 |
| 47 | BP | Bp Plc-spons Adr | -0.6% | EXIT | 清倉 |
| 48 | CMCSA | Comcast Corp-class A | -0.7% | -82.37% | 減碼 |
| 49 | EWC | Ishares Msci Canada ETF | -0.8% | EXIT | 清倉 |
| 50 | ANETEUR | Arista Networks Inc | -1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Altman Advisors, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$2.8億，共申報了 96 個公開持股部位。
在 Q4 2024 季度，Altman Advisors, Inc. 按市值排列的前三大核心持股分別為：FNOV (7.8%)、IEUR (4.3%)、AAPL (3.6%)。其中最大持股部位 FNOV 佔據整體投資組合約 7.8% 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
EDV
市值: US$542.9萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$225.0萬
在 Q4 2024 季度中，Altman Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 18 個部位、減碼 21 個部位以及清倉 4 個部位。 其中最大新建倉標的為 EDV。 本季清倉部位包含 ANETEUR。
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。