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: 0001542287
申報總市值
US$58.6億
US$58.6億
309 檔
17.9%
在 Q4 2024 申報期間，Annex Advisory Services, LLC（CIK: 0001542287）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$58.6億，共持有 309 個公開申報部位。
Q4 2024 數據顯示 Annex Advisory Services, LLC 積極進場，新開立 7 個部位並同步加碼 28 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AVUS, AVDE, VGLT）累計市值佔比達 17.9%，是驅動 Annex Advisory Services, 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 309 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 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 10.41% | +0.41% | +5.00% | |
| 2 | AVDE | Avantis International Equity | ETF-其他 | 9.13% | -0.18% | -14.33% | |
| 3 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 4.33% | +1.52% | — | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 4.09% | — | -7.94% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 3.69% | +0.24% | -17.93% | |
| 6 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 3.41% | — | — | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 3.12% | — | +15.91% | |
| 8 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 2.71% | -0.33% | -8.83% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.59% | +0.05% | +14.87% | |
| 10 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 2.28% | +0.17% | +81.86% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.08% | -0.41% | +30.02% | |
| 12 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 1.89% | -0.21% | +131.35% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.69% | +0.02% | +17.60% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.65% | -0.41% | +16.72% | |
| 15 | APP | Applovin Corp-class A | 股票-科技 | 1.64% | -0.01% | -30.61% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.47% | -0.15% | +19.32% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.16% | +60.63% | |
| 18 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 1.25% | -0.56% | -63.07% | |
| 19 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.22% | -0.08% | +23.25% | |
| 20 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 1.21% | -0.12% | +20.48% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.15% | +0.03% | -2.97% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.08% | -0.02% | +23.45% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.97% | -0.02% | +7.57% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 0.96% | +0.14% | -3.22% | |
| 25 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.87% | -0.82% | +18.67% | |
| 26 | LIN | Linde plc | 股票-原物料 | 0.86% | -0.01% | +16.21% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.85% | -0.22% | +11.52% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.83% | — | -9.98% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.83% | +0.36% | +30.02% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.13% | +14.89% | |
| 31 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.83% | -0.06% | +15.68% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | +0.01% | +8.30% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.16% | +18.97% | |
| 34 | CTAS | Cintas CORP | 股票-工業 | 0.70% | -0.03% | +1.58% | |
| 35 | NOW | Servicenow Inc | 股票-科技 | 0.70% | — | +18.79% | |
| 36 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.69% | — | -2.27% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | -0.01% | +0.18% | |
| 38 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.67% | -0.65% | +21.23% | |
| 39 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.65% | -0.56% | -8.02% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.59% | +0.01% | -2.81% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.59% | +0.08% | -6.56% | |
| 42 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.58% | -0.23% | +56.08% | |
| 43 | FNV | Franco-nevada CORP | 股票-原物料 | 0.56% | +0.13% | +24.67% | |
| 44 | PSX | Phillips 66 | 股票-能源 | 0.56% | — | +25.68% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.53% | -0.23% | — | |
| 46 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.51% | -0.01% | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | -3.24% | |
| 48 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.48% | -0.01% | EXIT | |
| 49 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.48% | — | +48.02% | |
| 50 | IPAR | Interparfums Inc | 股票-其他 | 0.47% | — | +36.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGLT | Vanguard Long-term Treasury | +4.3% | NEW | 新建倉 |
| 2 | QLTA | Ishares Aaa - A Rated Corpor | +3.4% | NEW | 新建倉 |
| 3 | UBND | Victoryshares Core Plus Bond | +1% | +131.35% | 加碼 |
| 4 | SMTH | Alps Smth Cor Bd Plus ETF | +0.9% | +81.86% | 加碼 |
| 5 | APP | Applovin Corp-class A | +0.6% | -30.61% | 減碼 |
| 6 | NVDA | Nvidia CORP | +0.6% | +30.02% | 加碼 |
| 7 | ASML | ASML Holding N.V. | +0.5% | NEW | 新建倉 |
| 8 | PZA | Invesco National Amt-free Mu | +0.5% | NEW | 新建倉 |
| 9 | MSFT | Microsoft CORP | +0.5% | +60.63% | 加碼 |
| 10 | UBER | Uber Technologies Inc | +0.5% | NEW | 新建倉 |
| 11 | AMZN | Amazon.com Inc | +0.4% | +16.72% | 加碼 |
| 12 | AAPL | Apple Inc | +0.4% | +14.87% | 加碼 |
| 13 | V | Visa Inc-class A Shares | +0.4% | +17.60% | 加碼 |
| 14 | VCTR | Victory Capital Holding - A | +0.3% | +599.68% | 加碼 |
| 15 | ✓ | Despegar.com CORP | +0.3% | NEW | 新建倉 |
| 16 | TKO | Tko Group Holdings Inc | +0.3% | +20.48% | 加碼 |
| 17 | ORLY | O'reilly Automotive Inc | +0.2% | +23.25% | 加碼 |
| 18 | SMCI | Super Micro Computer Inc | +0.2% | NEW | 新建倉 |
| 19 | CL | Colgate-palmolive Co | +0.2% | +1844.50% | 加碼 |
| 20 | META | Meta Platforms Inc-class A | +0.2% | +19.32% | 加碼 |
| 21 | CRM | Salesforce Inc | +0.2% | +11.52% | 加碼 |
| 22 | HOOD | Robinhood Markets Inc - A | +0.2% | -8.02% | 減碼 |
| 23 | NOW | Servicenow Inc | +0.2% | +18.79% | 加碼 |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +15.91% | 加碼 |
| 25 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | +56.08% | 加碼 |
| 26 | WST | West Pharmaceutical Services | +0.1% | +34.83% | 加碼 |
| 27 | MAMA | Mama's Creations Inc | +0.1% | +70.99% | 加碼 |
| 28 | IPAR | Interparfums Inc | +0.1% | +36.49% | 加碼 |
| 29 | DPZ | Domino's Pizza Inc | +0.1% | +43.57% | 加碼 |
| 30 | MS | Morgan Stanley | +0.1% | -3.22% | 減碼 |
| 31 | MEDP | Medpace Holdings Inc | +0.1% | +18.67% | 加碼 |
| 32 | COST | Costco Wholesale CORP | +0.1% | +14.89% | 加碼 |
| 33 | AVUS | Avantis U.s. Equity ETF | +0.1% | +5.00% | 加碼 |
| 34 | AJG | Arthur J Gallagher & Co | +0.1% | +29.00% | 加碼 |
| 35 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +23.45% | 加碼 |
| 36 | CVX | Chevron CORP | +0.1% | +18.97% | 加碼 |
| 37 | UNH | Unitedhealth Group Inc | +0.1% | +30.02% | 加碼 |
| 38 | FCX | Freeport-mcmoran Inc | -0.2% | +15.68% | 加碼 |
| 39 | MRK | Merck & Co. Inc. | -0.3% | -9.98% | 減碼 |
| 40 | VFLO | Victoryshares Free Cash Flow | -0.4% | -8.83% | 減碼 |
| 41 | JSI | Jh Securitized Income ETF | -0.4% | -93.96% | 減碼 |
| 42 | UNP | Union Pacific CORP | -0.4% | -87.59% | 減碼 |
| 43 | ADBE | Adobe Inc | -0.5% | -82.21% | 減碼 |
| 44 | JQUA | Jpmorgan US Quality Factor | -0.6% | -7.94% | 減碼 |
| 45 | JMST | JPM Ultra-short Muni Income | -0.7% | -97.75% | 減碼 |
| 46 | AMAT | Applied Materials Inc | -0.7% | -75.83% | 減碼 |
| 47 | AVEM | Avantis Emerging Markets Eq | -1.6% | -17.93% | 減碼 |
| 48 | QLTY | Gmo U.s. Quality ETF | -2.4% | -63.07% | 減碼 |
| 49 | AVDE | Avantis International Equity | -3.2% | -14.33% | 減碼 |
| 50 | USFR | Wisdomtree Floating Rate Tre | -5.6% | -99.43% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Annex Advisory Services, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$58.6億，共申報了 309 個公開持股部位。
在 Q4 2024 季度，Annex Advisory Services, LLC 按市值排列的前三大核心持股分別為：AVUS (10.4%)、AVDE (9.1%)、VGLT (4.3%)。其中最大持股部位 AVUS 佔據整體投資組合約 10.4% 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
VGLT
市值: US$1.4億
本季最大獲利了結 / 清倉標的
AVDE
前期市值: US$3.9億
在 Q4 2024 季度中，Annex Advisory Services, LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 28 個部位、減碼 15 個部位以及清倉 0 個部位。 其中最大新建倉標的為 VGLT。
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。