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: 0002040915
申報總市值
US$4.7億
US$4.7億
1076 檔
8.6%
根據最新整理的 13F 季度數據集，Aster Capital Management 於 Q4 2024 結束時的管理資產規模為 US$4.7億。該機構在本季度申報了 1076 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Aster Capital Management 展現出較為審慎的避險與獲利了結姿態。本季共減碼 54 個部位並完全清倉 81 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 META, IYR, AVGO）占據了總市值的 8.6%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
IYR
市值: US$862.7萬
本季最大獲利了結 / 清倉標的
QQQ
前期市值: US$2453.3萬
僅顯示前 200 大持股（共 1076 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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.63% | +0.03% | +134.06% | |
| 2 | IYR | Ishares US Real Estate ETF | ETF-其他 | 3.29% | +1.70% | — | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.66% | -0.04% | — | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 1.90% | -0.74% | +22.99% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.88% | +1.65% | NEW | |
| 6 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-其他 | 1.83% | -2.95% | EXIT | |
| 7 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.34% | -1.85% | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.17% | -0.18% | EXIT | |
| 9 | ILMN | Illumina Inc | 股票-醫療保健 | 1.13% | +0.07% | NEW | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.03% | -0.31% | EXIT | |
| 11 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.81% | +0.04% | +235.16% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.78% | — | — | |
| 13 | TWLO | Twilio Inc - A | 股票-科技 | 0.76% | — | EXIT | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 0.72% | -0.07% | -42.19% | |
| 15 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.71% | +0.26% | NEW | |
| 16 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.65% | +0.28% | -31.60% | |
| 17 | PSX | Phillips 66 | 股票-能源 | 0.64% | +0.18% | — | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.60% | — | — | |
| 19 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.60% | — | +61.17% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 0.60% | +0.68% | NEW | |
| 21 | RF | Regions Financial CORP | 股票-金融 | 0.60% | — | — | |
| 22 | CG | Carlyle Group Inc/the | 股票-金融 | 0.59% | +0.02% | NEW | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 0.59% | -0.07% | EXIT | |
| 24 | BX | Blackstone Inc | 股票-金融 | 0.58% | — | +556.18% | |
| 25 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.57% | -1.96% | EXIT | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 0.57% | -0.05% | EXIT | |
| 27 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.57% | -0.86% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | +0.14% | NEW | |
| 29 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.56% | +0.07% | NEW | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 0.56% | -0.25% | EXIT | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | — | +5550.00% | |
| 32 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.56% | — | — | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.56% | -0.21% | -70.86% | |
| 34 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.55% | -0.02% | EXIT | |
| 35 | JBL | Jabil Inc | 股票-科技 | 0.55% | — | -20.77% | |
| 36 | AIG | American International Group | 股票-金融 | 0.54% | -0.57% | EXIT | |
| 37 | AXP | American Express Co | 股票-金融 | 0.54% | +0.53% | NEW | |
| 38 | BRO | Brown & Brown Inc | 股票-金融 | 0.53% | — | — | |
| 39 | MTB | M & T Bank CORP | 股票-金融 | 0.52% | -0.10% | — | |
| 40 | KKR | Kkr & Co Inc | 股票-金融 | 0.52% | +0.14% | NEW | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.52% | +0.66% | +3052.34% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.51% | — | +84.93% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | +0.70% | -83.37% | |
| 44 | DVN | Devon Energy CORP | 股票-能源 | 0.50% | +0.37% | NEW | |
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 0.49% | — | +11.84% | |
| 46 | STAG | Stag Industrial Inc | 股票-房地產 | 0.48% | +0.15% | NEW | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.48% | +0.59% | +60.85% | |
| 48 | WMB | Williams Cos Inc | 股票-能源 | 0.48% | +0.03% | — | |
| 49 | KIM | Kimco Realty CORP | 股票-房地產 | 0.46% | — | +438.34% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.45% | -2.08% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +4.3% | +134.06% | 加碼 |
| 2 | IYR | Ishares US Real Estate ETF | +3.3% | NEW | 新建倉 |
| 3 | AVGO | Broadcom Inc | +2.7% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +1.9% | NEW | 新建倉 |
| 5 | XHB | Ss Spdr S&p Homebldrs ETF | +1.8% | NEW | 新建倉 |
| 6 | IGV | Ishares Expanded Tech-softwa | +1.3% | NEW | 新建倉 |
| 7 | ILMN | Illumina Inc | +1.1% | +10683.50% | 加碼 |
| 8 | MA | Mastercard Inc - A | +1.1% | +22.99% | 加碼 |
| 9 | GDX | Vaneck Gold Miners ETF | +0.8% | NEW | 新建倉 |
| 10 | TWLO | Twilio Inc - A | +0.8% | NEW | 新建倉 |
| 11 | DRI | Darden Restaurants Inc | +0.7% | +3730.00% | 加碼 |
| 12 | PSX | Phillips 66 | +0.6% | NEW | 新建倉 |
| 13 | CSCO | Cisco Systems Inc | +0.6% | +32.77% | 加碼 |
| 14 | LEN | Lennar Corp-a | +0.6% | +235.16% | 加碼 |
| 15 | XLP | Ss Consumer Staples Sel Sect | +0.6% | NEW | 新建倉 |
| 16 | RF | Regions Financial CORP | +0.6% | NEW | 新建倉 |
| 17 | CG | Carlyle Group Inc/the | +0.6% | +23688.37% | 加碼 |
| 18 | KO | The Coca-Cola Company | +0.6% | NEW | 新建倉 |
| 19 | BAM | Brookfield Asset Mgmt-a | +0.6% | NEW | 新建倉 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | NEW | 新建倉 |
| 21 | HPE | Hewlett Packard Enterprise | +0.6% | NEW | 新建倉 |
| 22 | ABNB | Airbnb Inc-class A | +0.6% | NEW | 新建倉 |
| 23 | IBM | Intl Business Machines CORP | +0.6% | +5550.00% | 加碼 |
| 24 | NOW | Servicenow Inc | +0.5% | +785.53% | 加碼 |
| 25 | BX | Blackstone Inc | +0.5% | +556.18% | 加碼 |
| 26 | BRO | Brown & Brown Inc | +0.5% | NEW | 新建倉 |
| 27 | MTB | M & T Bank CORP | +0.5% | NEW | 新建倉 |
| 28 | KKR | Kkr & Co Inc | +0.5% | NEW | 新建倉 |
| 29 | CRM | Salesforce Inc | +0.5% | +3052.34% | 加碼 |
| 30 | WMB | Williams Cos Inc | +0.5% | NEW | 新建倉 |
| 31 | SYK | Stryker CORP | +0.5% | +176.95% | 加碼 |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.5% | NEW | 新建倉 |
| 33 | INVH | Invitation Homes Inc | +0.4% | NEW | 新建倉 |
| 34 | BNY | Bank Of New York Mellon CORP | +0.4% | +117.72% | 加碼 |
| 35 | KIM | Kimco Realty CORP | +0.4% | +438.34% | 加碼 |
| 36 | WSM | Williams-sonoma Inc | +0.4% | NEW | 新建倉 |
| 37 | PPL | Ppl CORP | +0.4% | NEW | 新建倉 |
| 38 | DG | Dollar General CORP | +0.4% | +1482.28% | 加碼 |
| 39 | DVN | Devon Energy CORP | +0.4% | +214.10% | 加碼 |
| 40 | WM | Waste Management Inc | +0.4% | NEW | 新建倉 |
| 41 | EVR | Evercore Inc - A | +0.4% | NEW | 新建倉 |
| 42 | AU | AngloGold Ashanti plc | +0.4% | NEW | 新建倉 |
| 43 | NSC | Norfolk Southern CORP | +0.4% | NEW | 新建倉 |
| 44 | SNX | TD Synnex CORP | +0.4% | NEW | 新建倉 |
| 45 | ARES | Ares Management CORP - A | +0.4% | +1592.52% | 加碼 |
| 46 | ET | Energy Transfer LP | +0.3% | NEW | 新建倉 |
| 47 | HIG | Hartford Insurance Group Inc | +0.3% | NEW | 新建倉 |
| 48 | CHRD | Chord Energy CORP | +0.3% | +1280.14% | 加碼 |
| 49 | CIBR | First Trust Nasdaq Cybersecu | +0.3% | NEW | 新建倉 |
| 50 | AYI | Acuity Inc | +0.3% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Aster Capital Management 在 Q4 2024 季度的美股持倉總市值約為 US$4.7億，共申報了 1076 個公開持股部位。
在 Q4 2024 季度，Aster Capital Management 按市值排列的前三大核心持股分別為：META (5.6%)、IYR (3.3%)、AVGO (2.7%)。其中最大持股部位 META 佔據整體投資組合約 5.6% 的權重。
在 Q4 2024 季度中，Aster Capital Management 共進行了 200 項持倉異動，包含新建倉 45 個部位、加碼 20 個部位、減碼 54 個部位以及清倉 81 個部位。 其中最大新建倉標的為 IYR。 本季清倉部位包含 QQQ。
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。