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
1966 檔
10.3%
根據最新整理的 13F 季度數據集，Balyasny Asset Management L.p. 於 Q4 2024 結束時的管理資產規模為 US$802.2億。該機構在本季度申報了 1966 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，Balyasny Asset Management L.p. 採取了強勁的買進策略，建倉與加碼動作（合計 115 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，Balyasny Asset Management L.p. 的前 5 大持股（包含 IWM, AAPL, MSFT）貢獻了組合市值的 10.3%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 1966 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 | 3.16% | -0.72% | -11.95% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.81% | +0.09% | +13.57% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | +0.12% | -0.85% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.14% | +0.47% | +132.20% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.04% | -0.28% | +2.02% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 1.86% | +1.55% | NEW | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | +0.05% | +21.34% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.38% | -1.93% | +24.10% | |
| 9 | XLE | Ss Energy Select Sector | ETF-其他 | 1.05% | -0.29% | +44.52% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.01% | -0.01% | -11.61% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 0.96% | +0.13% | +56.32% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.87% | +0.01% | -23.18% | |
| 13 | CRM | Salesforce Inc | 股票-科技 | 0.76% | — | +314.11% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 0.70% | +0.13% | +33.92% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.67% | +0.18% | +60.85% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | +57.25% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.61% | +0.02% | +570.72% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | -0.29% | +147.94% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.57% | +0.14% | +184.76% | |
| 20 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.57% | -0.02% | +22.50% | |
| 21 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.56% | +0.01% | +53148.79% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.54% | +0.04% | NEW | |
| 23 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.54% | +0.02% | +153.75% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | — | +631.21% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 0.52% | -0.66% | +249.00% | |
| 26 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.52% | +0.11% | +172.30% | |
| 27 | DFSEUR | Discover Financial Services | 股票-其他 | 0.51% | — | -46.89% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | +0.06% | +215.09% | |
| 29 | C | Citigroup Inc | 股票-金融 | 0.50% | -0.25% | +505.06% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.10% | -21.89% | |
| 31 | HES | Hess CORP | 股票-其他 | 0.44% | — | -31.98% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.43% | +0.30% | NEW | |
| 33 | KEL | Kellanova | 股票-其他 | 0.43% | — | -39.28% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.01% | +81.09% | |
| 35 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.43% | -0.09% | +95.08% | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 0.42% | +0.10% | +50.40% | |
| 37 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.41% | +0.02% | +12.40% | |
| 38 | ASML | ASML Holding N.V. | 股票-科技 | 0.40% | +0.21% | +256.38% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.40% | -0.88% | -46.50% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.40% | -0.10% | +14.25% | |
| 41 | NFLX | Netflix Inc | 股票-通訊服務 | 0.39% | -0.22% | +241.39% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.38% | +0.10% | — | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.36% | +0.19% | -21.38% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.35% | +0.06% | +681.11% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | +0.35% | +15.76% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.35% | — | -10.37% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.35% | +0.01% | +127.47% | |
| 48 | FDX | Fedex CORP | 股票-工業 | 0.35% | -0.11% | +57.92% | |
| 49 | UAL | United Airlines Holdings Inc | 股票-工業 | 0.34% | +0.12% | -32.78% | |
| 50 | CLX | Clorox Company | 股票-非循環性消費 | 0.34% | +0.02% | +24.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.3% | +132.20% | 加碼 |
| 2 | CRM | Salesforce Inc | +0.6% | +314.11% | 加碼 |
| 3 | AJG | Arthur J Gallagher & Co | +0.6% | +53148.79% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.5% | +56.32% | 加碼 |
| 5 | KO | Coca-cola Co/the | +0.5% | +570.72% | 加碼 |
| 6 | CSCO | Cisco Systems Inc | +0.5% | +631.21% | 加碼 |
| 7 | C | Citigroup Inc | +0.4% | +505.06% | 加碼 |
| 8 | ANET | Arista Networks Inc | +0.4% | NEW | 新建倉 |
| 9 | DIS | Walt Disney Co/the | +0.4% | +147.94% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.4% | +215.09% | 加碼 |
| 11 | RTX | Rtx CORP | +0.4% | +249.00% | 加碼 |
| 12 | UNH | Unitedhealth Group Inc | +0.3% | +184.76% | 加碼 |
| 13 | TRV | Travelers Cos Inc/the | +0.3% | +153.75% | 加碼 |
| 14 | WFC | Wells Fargo & Co | +0.3% | +681.11% | 加碼 |
| 15 | SBUX | Starbucks CORP | +0.3% | +172.30% | 加碼 |
| 16 | AAPL | Apple Inc | +0.3% | +13.57% | 加碼 |
| 17 | NFLX | Netflix Inc | +0.3% | +241.39% | 加碼 |
| 18 | DLTR | Dollar Tree Inc | +0.3% | +2489.89% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.3% | +21.34% | 加碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +60.85% | 加碼 |
| 21 | HSY | Hershey Co/the | +0.3% | +742.30% | 加碼 |
| 22 | DKS | Dick's Sporting Goods Inc | +0.3% | +757.31% | 加碼 |
| 23 | COP | Conocophillips | +0.3% | +548.13% | 加碼 |
| 24 | CCL1EUR | Carnival CORP LTD | +0.3% | +233.28% | 加碼 |
| 25 | ASML | ASML Holding N.V. | +0.3% | +256.38% | 加碼 |
| 26 | SAIA | Saia Inc | +0.3% | +24814.97% | 加碼 |
| 27 | XLE | Ss Energy Select Sector | +0.2% | +44.52% | 加碼 |
| 28 | LPLA | Lpl Financial Holdings Inc | +0.2% | NEW | 新建倉 |
| 29 | V | Visa Inc-class A Shares | +0.2% | +81.09% | 加碼 |
| 30 | T | At&t Inc | +0.2% | +645.00% | 加碼 |
| 31 | TOL | Toll Brothers Inc | +0.2% | +24475.13% | 加碼 |
| 32 | AIG | American International Group | +0.2% | NEW | 新建倉 |
| 33 | LRCX | Lam Research CORP | +0.2% | NEW | 新建倉 |
| 34 | ORLY | O'reilly Automotive Inc | +0.2% | +5128.82% | 加碼 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +24.10% | 加碼 |
| 36 | EXPE | Expedia Group Inc | +0.2% | +1542.60% | 加碼 |
| 37 | USX1 | United States Steel CORP | +0.2% | +326.16% | 加碼 |
| 38 | APP | Applovin Corp-class A | +0.2% | +674.52% | 加碼 |
| 39 | SNOW | Snowflake Inc | +0.2% | +473.65% | 加碼 |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +448.11% | 加碼 |
| 41 | UNM | Unum Group | +0.2% | NEW | 新建倉 |
| 42 | XLV | Ss Health Care Select Sector | +0.2% | +127.47% | 加碼 |
| 43 | CRH | CRH plc | +0.2% | +103.47% | 加碼 |
| 44 | FSLR | First Solar Inc | +0.2% | +1332.43% | 加碼 |
| 45 | ULTA | Ulta Beauty Inc | +0.2% | +670.22% | 加碼 |
| 46 | EXR | Extra Space Storage Inc | +0.2% | NEW | 新建倉 |
| 47 | BERYEUR | Berry Global Group Inc | +0.2% | NEW | 新建倉 |
| 48 | DTE | Dte Energy Company | +0.2% | +1794.53% | 加碼 |
| 49 | XOM | Exxon Mobil CORP | +0.2% | +57.25% | 加碼 |
| 50 | GDX | Vaneck Gold Miners ETF | +0.2% | +95.08% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Balyasny Asset Management L.p. 在 Q4 2024 季度的美股持倉總市值約為 US$802.2億，共申報了 1966 個公開持股部位。
在 Q4 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 (3.2%)、AAPL (2.8%)、MSFT (2.1%)。其中最大持股部位 IWM 佔據整體投資組合約 3.2% 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
ANET
市值: US$2.6億
本季最大獲利了結 / 清倉標的
CTLTEUR
前期市值: US$2.2億
在 Q4 2024 季度中，Balyasny Asset Management L.p. 共進行了 200 項持倉異動，包含新建倉 15 個部位、加碼 100 個部位、減碼 68 個部位以及清倉 17 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 CTLTEUR。
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。