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。
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CIK: 0001085393
申報總市值
US$25.1億
US$25.1億
89 檔
13.0%
Basswood Capital Management, L.l.c. 在 Q2 2024 季度的美股部位總計估值為 US$25.1億，分散於 89 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2024 期間，Basswood Capital Management, L.l.c. 的持倉組合保持高度穩定，未出現顯著的大幅度增減碼操作，顯示機構對現有持股結構維持較高之延續性。
從部位權重觀察，前 5 大標的（包含 JPM, WBS, LEN）累計市值佔比達 13.0%，是驅動 Basswood Capital Management, L.l.c. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 6.16% | -0.40% | — | |
| 2 | WBS | Webster Financial CORP | 股票-金融 | 4.76% | -0.28% | +17.47% | |
| 3 | LEN | Lennar Corp-a | 股票-循環性消費 | 3.95% | +0.01% | — | |
| 4 | BAC | Bank Of America CORP | 股票-金融 | 3.35% | +0.51% | -21.92% | |
| 5 | USB | US Bancorp | 股票-金融 | 2.97% | -0.07% | — | |
| 6 | OMF | Onemain Holdings Inc | 股票-金融 | 2.89% | -0.14% | -0.60% | |
| 7 | PFSI | Pennymac Financial Services | 股票-其他 | 2.81% | -1.23% | +3.91% | |
| 8 | DCOM | Dime Commercial Bancshares I | 股票-其他 | 2.69% | -0.08% | +0.05% | |
| 9 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 2.55% | -0.14% | — | |
| 10 | MHO | M/i Homes Inc | 股票-循環性消費 | 2.45% | +0.08% | +4.74% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 2.33% | +0.20% | — | |
| 12 | TMHC | Taylor Morrison Home CORP | 股票-循環性消費 | 2.22% | -0.11% | +52.59% | |
| 13 | CCS | Century Communities Inc | 股票-其他 | 2.07% | — | +10.20% | |
| 14 | WFC | Wells Fargo & Co | 股票-金融 | 2.04% | +0.84% | -10.62% | |
| 15 | FNB | Fnb CORP | 股票-金融 | 1.93% | -0.53% | -20.01% | |
| 16 | 07WA | Mr Cooper Group Inc | 股票-其他 | 1.91% | — | -10.50% | |
| 17 | CFG | Citizens Financial Group | 股票-金融 | 1.91% | -0.46% | -10.81% | |
| 18 | RM | Regional Management CORP | 股票-其他 | 1.90% | +0.11% | +8.17% | |
| 19 | SYU1 | Synovus Financial CORP | 股票-其他 | 1.90% | — | -29.46% | |
| 20 | WAL | Western Alliance Bancorp | 股票-金融 | 1.84% | -0.01% | +23.05% | |
| 21 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.83% | +0.03% | +44.79% | |
| 22 | MBIN | Merchants Bancorp/in | 股票-其他 | 1.67% | -0.01% | +12.50% | |
| 23 | APO | Apollo Global Management Inc | 股票-金融 | 1.60% | -0.01% | — | |
| 24 | BPOP | Popular Inc | 股票-金融 | 1.58% | -0.11% | -11.30% | |
| 25 | EWBC | East West Bancorp Inc | 股票-金融 | 1.50% | — | -32.52% | |
| 26 | VRTS | Virtus Investment Partners | 股票-其他 | 1.44% | — | +66.22% | |
| 27 | SYF | Synchrony Financial | 股票-金融 | 1.40% | +0.64% | -30.92% | |
| 28 | ALLY | Ally Financial Inc | 股票-金融 | 1.39% | +0.03% | +32.89% | |
| 29 | HWC | Hancock Whitney CORP | 股票-金融 | 1.38% | +0.34% | -12.51% | |
| 30 | VCTR | Victory Capital Holding - A | 股票-其他 | 1.37% | +0.08% | -14.18% | |
| 31 | COF | Capital One Financial CORP | 股票-金融 | 1.36% | +0.35% | -48.42% | |
| 32 | UMBF | Umb Financial CORP | 股票-金融 | 1.26% | +0.82% | NEW | |
| 33 | PWP | Perella Weinberg Partners | 股票-其他 | 1.25% | -0.18% | +1.67% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.24% | -1.16% | -57.06% | |
| 35 | RJF | Raymond James Financial Inc | 股票-金融 | 1.23% | -0.73% | +5.04% | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 1.21% | -0.53% | — | |
| 37 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.16% | -0.61% | EXIT | |
| 38 | ESQ | Esquire Financial Holdings I | 股票-其他 | 1.09% | +0.39% | -0.12% | |
| 39 | AMG | Affiliated Managers Group | 股票-金融 | 1.09% | +0.30% | +18.92% | |
| 40 | RF | Regions Financial CORP | 股票-金融 | 1.08% | — | -24.50% | |
| 41 | FNF | Fidelity National Financial | 股票-金融 | 1.07% | -0.10% | — | |
| 42 | EVR | Evercore Inc - A | 股票-金融 | 1.03% | — | — | |
| 43 | LAZ | Lazard Inc | 股票-金融 | 1.00% | -0.26% | -15.35% | |
| 44 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.97% | -0.01% | — | |
| 45 | AX | Axos Financial Inc | 股票-金融 | 0.96% | — | -4.12% | |
| 46 | NBN | Northeast Bank | 股票-其他 | 0.91% | — | -20.36% | |
| 47 | QNST | Quinstreet Inc | 股票-其他 | 0.88% | — | -16.58% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.64% | -0.93% | -5.09% | |
| 49 | KKR | Kkr & Co Inc | 股票-金融 | 0.63% | -0.11% | EXIT | |
| 50 | MCB | Metropolitan Bank Holding Co | 股票-其他 | 0.60% | — | -30.30% |
根據 SEC 官方 Form 13F 申報備案，Basswood Capital Management, L.l.c. 在 Q2 2024 季度的美股持倉總市值約為 US$25.1億，共申報了 89 個公開持股部位。
在 Q2 2024 季度，Basswood Capital Management, L.l.c. 按市值排列的前三大核心持股分別為：JPM (6.2%)、WBS (4.8%)、LEN (4.0%)。其中最大持股部位 JPM 佔據整體投資組合約 6.2% 的權重。
在 Q2 2024 季度中，Basswood Capital Management, L.l.c. 的持倉組合維持高度穩定，未出現大規模調倉操作。
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。
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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。