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: 0001218710
申報總市值
US$802.2億
US$802.2億
1986 檔
9.8%
在 Q3 2024 申報期間，Balyasny Asset Management L.p.（CIK: 0001218710）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$802.2億，共持有 1986 個公開申報部位。
觀察 Q3 2024 的資金脈絡，Balyasny Asset Management L.p. 在獲利結算 18 檔個股的同時，將資本重新部署至 20 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 IWM, AAPL, MSFT）累計市值佔比達 9.8%，是驅動 Balyasny Asset Management L.p. 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 1986 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 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.93% | -0.72% | -14.86% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.52% | +0.09% | -24.65% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | +0.12% | +85.75% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.10% | -0.28% | -10.42% | |
| 5 | XLF | Ss Financial Select Sector | ETF-其他 | 1.80% | +1.55% | NEW | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.19% | -1.93% | -27.05% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.19% | +0.05% | +12.10% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.10% | +0.01% | +27.51% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.10% | -0.01% | +380.53% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.86% | +0.47% | -21.44% | |
| 11 | DFSEUR | Discover Financial Services | 股票-其他 | 0.84% | — | +44.27% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 0.82% | -0.29% | +94.26% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | -0.88% | +238.02% | |
| 14 | KEL | Kellanova | 股票-其他 | 0.77% | — | — | |
| 15 | HES | Hess CORP | 股票-其他 | 0.72% | — | +36.23% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | -38.20% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 0.60% | +0.13% | +27.54% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | +0.10% | +97.95% | |
| 19 | MO | Altria Group Inc | 股票-非循環性消費 | 0.58% | -0.01% | +16.93% | |
| 20 | CME | Cme Group Inc | 股票-金融 | 0.52% | -0.15% | +64.70% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 0.52% | — | +380.47% | |
| 22 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.52% | +0.09% | +27.48% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工業 | 0.51% | +0.02% | -29.66% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | +0.04% | NEW | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | +3.52% | |
| 26 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.49% | -0.11% | +18.11% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | +0.19% | +11.87% | |
| 28 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.48% | -0.02% | +19.22% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.44% | +0.13% | +171.18% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | -0.08% | -33.33% | |
| 31 | FANG | Diamondback Energy Inc | 股票-能源 | 0.42% | -0.10% | +11096.32% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.42% | -0.06% | +76.89% | |
| 33 | MET | Metlife Inc | 股票-金融 | 0.42% | — | +179.66% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | — | -51.41% | |
| 35 | NOC | Northrop Grumman CORP | 股票-工業 | 0.40% | +0.01% | +755.08% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.40% | +0.18% | +262.49% | |
| 37 | PH | Parker Hannifin CORP | 股票-工業 | 0.40% | -0.11% | +182.88% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.36% | -0.06% | +256.54% | |
| 39 | CTLTEUR | Catalent Inc | 股票-其他 | 0.36% | — | -17.09% | |
| 40 | AON | Aon plc | 股票-金融 | 0.36% | -0.01% | +8927.28% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.36% | +0.41% | +386.71% | |
| 42 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.35% | +0.06% | +130.16% | |
| 43 | MMM | 3m Co | 股票-工業 | 0.35% | +0.47% | -49.27% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.34% | -0.10% | +2.48% | |
| 45 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.34% | +0.02% | +131.14% | |
| 46 | UAL | United Airlines Holdings Inc | 股票-工業 | 0.33% | +0.12% | +273.73% | |
| 47 | KNX | Knight-swift Transportation | 股票-工業 | 0.33% | — | +91.84% | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.33% | -0.01% | +16961.88% | |
| 49 | APTV | Aptiv PLC | 股票-循環性消費 | 0.32% | — | — | |
| 50 | IP | International Paper Co | 股票-循環性消費 | 0.32% | — | -39.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | +85.75% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +380.53% | 加碼 |
| 3 | KEL | Kellanova | +0.8% | NEW | 新建倉 |
| 4 | META | Meta Platforms Inc-class A | +0.6% | +238.02% | 加碼 |
| 5 | FANG | Diamondback Energy Inc | +0.4% | +11096.32% | 加碼 |
| 6 | ADBE | Adobe Inc | +0.4% | +380.47% | 加碼 |
| 7 | NOC | Northrop Grumman CORP | +0.4% | +755.08% | 加碼 |
| 8 | AON | Aon plc | +0.4% | +8927.28% | 加碼 |
| 9 | XLE | Ss Energy Select Sector | +0.4% | +94.26% | 加碼 |
| 10 | PSX | Phillips 66 | +0.3% | +16961.88% | 加碼 |
| 11 | APTV | Aptiv PLC | +0.3% | NEW | 新建倉 |
| 12 | TSLA | Tesla Inc | +0.3% | +171.18% | 加碼 |
| 13 | MDLZ | Mondelez International Inc-a | +0.3% | NEW | 新建倉 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +262.49% | 加碼 |
| 15 | MET | Metlife Inc | +0.3% | +179.66% | 加碼 |
| 16 | PH | Parker Hannifin CORP | +0.3% | +182.88% | 加碼 |
| 17 | AMD | Advanced Micro Devices | +0.3% | +386.71% | 加碼 |
| 18 | FCX | Freeport-mcmoran Inc | +0.3% | +915.83% | 加碼 |
| 19 | PNC | Pnc Financial Services Group | +0.3% | +2374.85% | 加碼 |
| 20 | ANETEUR | Arista Networks Inc | +0.3% | +7813.58% | 加碼 |
| 21 | BAC | Bank Of America CORP | +0.3% | +97.95% | 加碼 |
| 22 | MCD | Mcdonald's CORP | +0.3% | +256.54% | 加碼 |
| 23 | XLY | Ss Consumer Disc Select Sect | +0.3% | +27.51% | 加碼 |
| 24 | DFSEUR | Discover Financial Services | +0.3% | +44.27% | 加碼 |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | +1018.65% | 加碼 |
| 26 | FERG | Ferguson Enterprises Inc | +0.3% | NEW | 新建倉 |
| 27 | UAL | United Airlines Holdings Inc | +0.3% | +273.73% | 加碼 |
| 28 | XLF | Ss Financial Select Sector | +0.2% | +11.98% | 加碼 |
| 29 | ROKU | Roku Inc | +0.2% | +282.04% | 加碼 |
| 30 | CNI | Canadian Natl Railway Co | +0.2% | NEW | 新建倉 |
| 31 | KEY | Keycorp | +0.2% | NEW | 新建倉 |
| 32 | CME | Cme Group Inc | +0.2% | +64.70% | 加碼 |
| 33 | SHW | Sherwin-williams Co/the | +0.2% | +130.16% | 加碼 |
| 34 | XRT | Ss Spdr S&p Retail ETF | +0.2% | +8070.15% | 加碼 |
| 35 | CHWY | Chewy Inc - Class A | +0.2% | +225.20% | 加碼 |
| 36 | KDP | Keurig Dr Pepper Inc | +0.2% | +280.67% | 加碼 |
| 37 | FXI | Ishares China Large-cap ETF | +0.2% | +489.77% | 加碼 |
| 38 | CLX | Clorox Company | +0.2% | +149.31% | 加碼 |
| 39 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +76.89% | 加碼 |
| 40 | CHTR | Charter Communications Inc-a | +0.2% | +6381.87% | 加碼 |
| 41 | TTWO | Take-two Interactive Softwre | +0.2% | +131.14% | 加碼 |
| 42 | JNP | Juniper Networks Inc | +0.2% | +210.51% | 加碼 |
| 43 | MTH | Meritage Homes CORP | +0.2% | +2179.61% | 加碼 |
| 44 | FTV | Fortive CORP | +0.2% | +420.98% | 加碼 |
| 45 | TRV | Travelers Cos Inc/the | +0.2% | +293.38% | 加碼 |
| 46 | MRK | Merck & Co. Inc. | +0.2% | +1843.12% | 加碼 |
| 47 | HD | Home Depot Inc | +0.2% | +27.54% | 加碼 |
| 48 | DT | Dynatrace Inc | +0.2% | NEW | 新建倉 |
| 49 | KNX | Knight-swift Transportation | +0.2% | +91.84% | 加碼 |
| 50 | STLD | Steel Dynamics Inc | +0.2% | +406.74% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Balyasny Asset Management L.p. 在 Q3 2024 季度的美股持倉總市值約為 US$802.2億，共申報了 1986 個公開持股部位。
在 Q3 2024 季度，Balyasny Asset Management L.p. 按市值排列的前三大核心持股分別為：IWM (3.9%)、AAPL (2.5%)、MSFT (2.4%)。其中最大持股部位 IWM 佔據整體投資組合約 3.9% 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
KEL
市值: US$4.7億
本季最大獲利了結 / 清倉標的
DPZ
前期市值: US$1.6億
在 Q3 2024 季度中，Balyasny Asset Management L.p. 共進行了 200 項持倉異動，包含新建倉 20 個部位、加碼 86 個部位、減碼 76 個部位以及清倉 18 個部位。 其中最大新建倉標的為 KEL。 本季清倉部位包含 DPZ。
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。