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: 0001595521
申報總市值
US$5.1億
US$5.1億
303 檔
37.5%
Aristides Capital LLC 在 Q4 2024 季度的美股部位總計估值為 US$5.1億，分散於 303 個持倉標的之中，反映其市場參與廣度與投資規模。
Aristides Capital LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 89 檔股票的新建倉與 43 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 SPY, TSLA, IONQ INC）累計市值佔比達 37.5%，是驅動 Aristides Capital LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
SPY
市值: US$7619.0萬
本季最大獲利了結 / 清倉標的
ASTS
前期市值: US$599.9萬
僅顯示前 200 大持股（共 303 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 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 15.61% | — | — | |
| 2 | TSLA | Tesla, Inc. | 股票-循環性消費 | 6.95% | +1.69% | -59.87% | |
| 3 | ✓ | Ionq Inc | 股票-其他 | 6.86% | +0.42% | +105.48% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 5.59% | -1.27% | +399.90% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.48% | +0.09% | -28.65% | |
| 6 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 2.50% | — | +12.10% | |
| 7 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 2.32% | — | +128.68% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.13% | +0.21% | +12.09% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | -0.04% | +12.13% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | — | +372.55% | |
| 11 | ✓ | Ituran Location And Control | 股票-其他 | 1.49% | -0.98% | +26.50% | |
| 12 | BKUTK | Bank Utica N Y | 股票-其他 | 1.42% | -0.09% | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.42% | -1.95% | EXIT | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.41% | -0.14% | EXIT | |
| 15 | NVDA | NVIDIA Corporation | 股票-科技 | 1.38% | — | — | |
| 16 | TPB | Turning Point Brands Inc | 股票-其他 | 1.32% | -0.05% | -36.25% | |
| 17 | TPZ | Tort Electf Infra Etf-usd In | ETF-其他 | 1.30% | — | — | |
| 18 | DAL | Delta Air Lines Inc | 股票-工業 | 1.20% | +0.76% | -9.22% | |
| 19 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.17% | — | +12.10% | |
| 20 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密貨幣 | 1.09% | -0.35% | EXIT | |
| 21 | HCKT | Hackett Group Inc/the | 股票-其他 | 0.99% | -0.11% | +12.10% | |
| 22 | META | Meta Platforms, Inc. | 股票-通訊服務 | 0.84% | -1.24% | EXIT | |
| 23 | G | Genpact Limited | 股票-科技 | 0.72% | -0.08% | +21.69% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.71% | +0.03% | +122.00% | |
| 25 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.71% | -0.06% | +12.09% | |
| 26 | NL | Nli Holdings Inc | 股票-其他 | 0.68% | -0.17% | +5.26% | |
| 27 | AER | AerCap Holdings N.V. | 股票-工業 | 0.66% | — | +12.10% | |
| 28 | ETON | Eton Pharmaceuticals Inc | 股票-其他 | 0.66% | +0.03% | +20.79% | |
| 29 | UNH | UnitedHealth Group Incorporated | 股票-醫療保健 | 0.60% | — | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | +4.98% | +12.20% | |
| 31 | ✓ | Purecycle Technologies Inc | 股票-其他 | 0.57% | -0.20% | — | |
| 32 | AVNW | Aviat Networks Inc | 股票-其他 | 0.57% | -0.56% | EXIT | |
| 33 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.55% | +0.04% | +12.50% | |
| 34 | ITIC | Investors Title Co | 股票-其他 | 0.55% | +0.20% | +12.08% | |
| 35 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.54% | -0.04% | +12.10% | |
| 36 | EVTC | Evertec Inc | 股票-其他 | 0.51% | -0.05% | +71.36% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | +0.06% | +12.14% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.49% | -0.51% | +100.29% | |
| 39 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.45% | -0.14% | +14.44% | |
| 40 | OSIS | Osi Systems Inc | 股票-科技 | 0.43% | — | +12.14% | |
| 41 | AGM-A | Federal Agric Mtg Corp-cl A | 股票-其他 | 0.42% | +0.04% | +12.09% | |
| 42 | BNTX | Biontech Se-adr | 股票-其他 | 0.42% | +0.01% | +51.34% | |
| 43 | NXG | Nxg Nextgen Infrastr Inc | 股票-其他 | 0.39% | +0.01% | +12.11% | |
| 44 | DORM | Dorman Products Inc | 股票-循環性消費 | 0.38% | +0.01% | +106.07% | |
| 45 | ROKU | Roku, Inc. | 股票-通訊服務 | 0.38% | — | — | |
| 46 | ASML | ASML Holding N.V. | 股票-科技 | 0.34% | — | — | |
| 47 | ✓ | Enovix Corporation | 股票-其他 | 0.34% | — | -56.17% | |
| 48 | IRMD | Iradimed CORP | 股票-其他 | 0.34% | -0.03% | +61.99% | |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.33% | — | +12.11% | |
| 50 | KBR | Kbr Inc | 股票-工業 | 0.32% | — | +15.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | State Street SPDR S&P 500 ETF Trust | +15.6% | NEW | 新建倉 |
| 2 | ✓ | Ionq Inc | +5.8% | +105.48% | 加碼 |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +4.4% | +399.90% | 加碼 |
| 4 | IJR | Ishares Core S&p Small-cap E | +1.4% | NEW | 新建倉 |
| 5 | TPZ | Tort Electf Infra Etf-usd In | +1.3% | NEW | 新建倉 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +1.2% | +372.55% | 加碼 |
| 7 | TYG | Tortoise Energy Infrastruct | +0.9% | +128.68% | 加碼 |
| 8 | META | Meta Platforms, Inc. | +0.8% | NEW | 新建倉 |
| 9 | ✓ | Purecycle Technologies Inc | +0.6% | NEW | 新建倉 |
| 10 | ARKB | Ark 21shares Bitcoin ETF | +0.5% | +96.59% | 加碼 |
| 11 | ROKU | Roku, Inc. | +0.4% | NEW | 新建倉 |
| 12 | ASML | ASML Holding N.V. | +0.3% | NEW | 新建倉 |
| 13 | ETON | Eton Pharmaceuticals Inc | +0.3% | +20.79% | 加碼 |
| 14 | BTC | Grayscale Bitcoin Mini ETF | +0.3% | NEW | 新建倉 |
| 15 | MYO | Myomo Inc | +0.3% | NEW | 新建倉 |
| 16 | ✓ | Rigetti Computing Inc | +0.3% | NEW | 新建倉 |
| 17 | ACOG | Alpha Cognition Inc | +0.2% | NEW | 新建倉 |
| 18 | ✓ | Globe Life Inc | +0.2% | NEW | 新建倉 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.2% | NEW | 新建倉 |
| 20 | HD | Home Depot Inc | +0.2% | +122.00% | 加碼 |
| 21 | ✓ | Quantum Computing Inc | +0.2% | NEW | 新建倉 |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | +0.2% | +12.10% | 加碼 |
| 23 | CRNT | Ceragon Networks Ltd. | +0.1% | NEW | 新建倉 |
| 24 | NVDA | Nvidia CORP | +0.1% | NEW | 新建倉 |
| 25 | DORM | Dorman Products Inc | +0.1% | +106.07% | 加碼 |
| 26 | ACN | Accenture plc | +0.1% | +100.29% | 加碼 |
| 27 | BCI | Abrdn Bloomberg All Commodit | +0.1% | NEW | 新建倉 |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | NEW | 新建倉 |
| 29 | PDO | Pimco Dynamic Income Opport | +0.1% | NEW | 新建倉 |
| 30 | JPC | Nuveen Prefered & Income Opp | +0.1% | NEW | 新建倉 |
| 31 | YETI | Yeti Holdings Inc | +0.1% | NEW | 新建倉 |
| 32 | BRBR | Bellring Brands Inc | +0.1% | NEW | 新建倉 |
| 33 | VRRM | Verra Mobility CORP | +0.1% | NEW | 新建倉 |
| 34 | BBSI | Barrett Business Svcs Inc | +0.1% | NEW | 新建倉 |
| 35 | PVH | Pvh CORP | +0.1% | NEW | 新建倉 |
| 36 | CVSA | Covista Inc | +0.1% | NEW | 新建倉 |
| 37 | SNX | TD Synnex CORP | +0.1% | NEW | 新建倉 |
| 38 | TDW | Tidewater Inc | +0.1% | NEW | 新建倉 |
| 39 | OVV | Ovintiv Inc | +0.1% | NEW | 新建倉 |
| 40 | DCTH | Delcath Systems Inc | +0.1% | NEW | 新建倉 |
| 41 | BYD | Boyd Gaming CORP | +0.1% | NEW | 新建倉 |
| 42 | WWD | Woodward Inc | +0.1% | NEW | 新建倉 |
| 43 | BCO | Brink's Co/the | +0.1% | NEW | 新建倉 |
| 44 | EVTC | Evertec Inc | +0.1% | +71.36% | 加碼 |
| 45 | MTX | Minerals Technologies Inc | +0.1% | NEW | 新建倉 |
| 46 | VRSN | Verisign Inc | +0.1% | NEW | 新建倉 |
| 47 | ITT | Itt Inc | +0.1% | NEW | 新建倉 |
| 48 | VNT | Vontier CORP | +0.1% | NEW | 新建倉 |
| 49 | AOS | Smith (a.o.) CORP | +0.1% | NEW | 新建倉 |
| 50 | TFII | Tfi International Inc | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Aristides Capital LLC 在 Q4 2024 季度的美股持倉總市值約為 US$5.1億，共申報了 303 個公開持股部位。
在 Q4 2024 季度，Aristides Capital LLC 按市值排列的前三大核心持股分別為：SPY (15.6%)、TSLA (7.0%)、IONQ INC (6.9%)。其中最大持股部位 SPY 佔據整體投資組合約 15.6% 的權重。
在 Q4 2024 季度中，Aristides Capital LLC 共進行了 194 項持倉異動，包含新建倉 89 個部位、加碼 43 個部位、減碼 11 個部位以及清倉 51 個部位。 其中最大新建倉標的為 SPY。 本季清倉部位包含 ASTS。
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。
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。
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。