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: 0002110313
申報總市值
US$2.6億
US$2.6億
59 檔
35.4%
Q1 2024 季度申報顯示，Altrafin AG 揭露的美股組合總市值為 US$2.6億，涵蓋 59 個不同之權益投資部位。
觀察 Q1 2024 的申報異動，Altrafin AG 採取了強勁的買進策略，建倉與加碼動作（合計 21 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Altrafin AG 的前 5 大持股（包含 MSFT, GOOGL, ACWI）貢獻了組合市值的 35.4%，形成該機構在 Q1 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 | MSFT | Microsoft CORP | 股票-科技 | 9.11% | +0.26% | +0.19% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.20% | -0.14% | +1.68% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 6.43% | +0.79% | — | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.34% | +1.06% | +0.29% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.63% | -0.70% | +2.44% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.46% | +0.19% | -14.82% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 3.34% | -0.87% | +2.83% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.24% | +0.44% | -0.63% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 3.07% | +0.17% | -16.93% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.93% | — | -0.93% | |
| 11 | HON | Honeywell International Inc | 股票-工業 | 2.87% | — | — | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.82% | -0.86% | -12.98% | |
| 13 | SPGI | S&p Global Inc | 股票-金融 | 2.77% | -1.18% | +12.55% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.64% | +0.42% | +0.03% | |
| 15 | ICE | Intercontinental Exchange In | 股票-金融 | 2.47% | -0.21% | -5.70% | |
| 16 | FTNT | Fortinet Inc | 股票-科技 | 2.43% | +0.12% | +0.09% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 2.37% | -0.16% | -4.13% | |
| 18 | PYPL | Paypal Holdings Inc | 股票-金融 | 2.09% | — | — | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 1.85% | — | -0.29% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 1.72% | -0.53% | EXIT | |
| 21 | FNV | Franco-nevada CORP | 股票-原物料 | 1.70% | — | +0.06% | |
| 22 | NEM | Newmont CORP | 股票-原物料 | 1.63% | — | — | |
| 23 | ABX | Barrick Gold CORP | 股票-金融 | 1.43% | — | -1.15% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.35% | -0.22% | EXIT | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.23% | +0.04% | -5.94% | |
| 26 | FDX | Fedex CORP | 股票-工業 | 1.22% | -0.07% | EXIT | |
| 27 | SHEL | Shell Plc-adr | 股票-能源 | 1.21% | -0.12% | +0.08% | |
| 28 | FISV | Fiserv Inc | 股票-其他 | 1.16% | -0.03% | — | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 1.14% | — | -11.24% | |
| 30 | MCO | Moody's CORP | 股票-金融 | 1.11% | -0.21% | — | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.97% | +0.32% | NEW | |
| 32 | EQT | Eqt CORP | 股票-能源 | 0.91% | — | +0.04% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.83% | — | +0.03% | |
| 34 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.79% | — | — | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.79% | — | -0.68% | |
| 36 | MRVL | Marvell Technology Inc | 股票-科技 | 0.75% | — | +3.90% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.75% | — | — | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.63% | -1.32% | — | |
| 39 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.63% | — | -0.03% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.63% | -0.15% | EXIT | |
| 41 | PATH | Uipath Inc - Class A | 股票-科技 | 0.63% | — | -0.02% | |
| 42 | STNE | StoneCo Ltd. | 股票-其他 | 0.49% | — | -29.74% | |
| 43 | C | Citigroup Inc | 股票-金融 | 0.49% | — | — | |
| 44 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.42% | — | -84.86% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.41% | — | +0.28% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.33% | +0.38% | — | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.26% | -0.07% | EXIT | |
| 48 | SLRC | Slr Investment CORP | 股票-其他 | 0.24% | -0.25% | EXIT | |
| 49 | XYZ | Block Inc | 股票-金融 | 0.24% | — | +11.64% | |
| 50 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.23% | +0.03% | +29.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | -14.82% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +2.44% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -0.63% | 減碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | +0.29% | 加碼 |
| 5 | CVX | Chevron CORP | +0.5% | +108.10% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.5% | +0.19% | 加碼 |
| 7 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +0.03% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | -12.98% | 減碼 |
| 9 | MA | Mastercard Inc - A | +0.3% | +2.83% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.68% | 加碼 |
| 11 | FTNT | Fortinet Inc | +0.2% | +0.09% | 加碼 |
| 12 | WFC | Wells Fargo & Co | +0.2% | -0.29% | 減碼 |
| 13 | BAC | Bank Of America CORP | +0.1% | -0.93% | 減碼 |
| 14 | FISV | Fiserv Inc | +0.1% | — | 不變 |
| 15 | ACWI | Ishares Msci Acwi ETF | +0.1% | — | 不變 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +20.00% | 加碼 |
| 17 | MRVL | Marvell Technology Inc | +0.1% | +3.90% | 加碼 |
| 18 | VEEV | Veeva Systems Inc-class A | +0.1% | — | 不變 |
| 19 | SE | Sea Ltd-adr | +0.1% | +29.03% | 加碼 |
| 20 | C | Citigroup Inc | +0.1% | — | 不變 |
| 21 | SPGI | S&p Global Inc | +0.1% | +12.55% | 加碼 |
| 22 | PYPL | Paypal Holdings Inc | +0.1% | — | 不變 |
| 23 | COST | Costco Wholesale CORP | +0.1% | — | 不變 |
| 24 | TTD | Trade Desk Inc/the -class A | +0.1% | +13.95% | 加碼 |
| 25 | XYZ | Block Inc | 0% | +11.64% | 加碼 |
| 26 | QCOM | Qualcomm Inc | 0% | +0.28% | 加碼 |
| 27 | FNV | Franco-nevada CORP | 0% | +0.06% | 加碼 |
| 28 | FDX | Fedex CORP | 0% | -6.24% | 減碼 |
| 29 | DAL | Delta Air Lines Inc | 0% | — | 不變 |
| 30 | INTU | Intuit Inc | — | +2.39% | 加碼 |
| 31 | ULTA | Ulta Beauty Inc | — | -0.03% | 減碼 |
| 32 | USB | US Bancorp | 0% | — | 不變 |
| 33 | BIDU | Baidu Inc - Spon Adr | 0% | — | 不變 |
| 34 | SNOW | Snowflake Inc | -0.1% | — | 不變 |
| 35 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -16.93% | 減碼 |
| 36 | PATH | Uipath Inc - Class A | -0.1% | -0.02% | 減碼 |
| 37 | EQT | Eqt CORP | -0.1% | +0.04% | 加碼 |
| 38 | BA | Boeing Co/the | -0.1% | — | 不變 |
| 39 | INTC | Intel CORP | -0.2% | +0.03% | 加碼 |
| 40 | ABX | Barrick Gold CORP | -0.3% | -1.15% | 減碼 |
| 41 | HON | Honeywell International Inc | -0.3% | — | 不變 |
| 42 | STNE | StoneCo Ltd. | -0.3% | -29.74% | 減碼 |
| 43 | NEM | Newmont CORP | -0.4% | — | 不變 |
| 44 | ADBE | Adobe Inc | -0.5% | -11.24% | 減碼 |
| 45 | AAPL | Apple Inc | -0.6% | -4.13% | 減碼 |
| 46 | DIS | Walt Disney Co/the | -1.6% | -94.06% | 減碼 |
| 47 | CVS | Cvs Health CORP | -2.5% | -84.86% | 減碼 |
| 48 | EL | Estee Lauder Companies-cl A | — | EXIT | 清倉 |
| 49 | MCO | Moody's CORP | — | NEW | 新建倉 |
| 50 | NFLX | Netflix Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Altrafin AG 在 Q1 2024 季度的美股持倉總市值約為 US$2.6億，共申報了 59 個公開持股部位。
在 Q1 2024 季度，Altrafin AG 按市值排列的前三大核心持股分別為：MSFT (9.1%)、GOOGL (7.2%)、ACWI (6.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.1% 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
MCO
市值: US$305.0萬
本季最大獲利了結 / 清倉標的
EL
前期市值: US$312.1萬
在 Q1 2024 季度中，Altrafin AG 共進行了 37 項持倉異動，包含新建倉 2 個部位、加碼 19 個部位、減碼 15 個部位以及清倉 1 個部位。 其中最大新建倉標的為 MCO。 本季清倉部位包含 EL。
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。