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: 0001706836
申報總市值
US$11.3億
US$11.3億
672 檔
11.3%
根據最新整理的 13F 季度數據集，Bfsg, LLC 於 Q4 2024 結束時的管理資產規模為 US$11.3億。該機構在本季度申報了 672 檔美股持倉，呈現出該時期的主要投資地圖。
Bfsg, LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 34 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 VTI, MSFT, NVDA）占據了總市值的 11.3%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 672 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.51% | +0.40% | +3.58% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.07% | +0.34% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.89% | +0.19% | +0.53% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.73% | +0.07% | -2.61% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.52% | +0.07% | -36.26% | |
| 6 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.15% | -0.57% | +0.02% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.73% | +0.09% | +4.78% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 1.64% | -0.09% | +5.22% | |
| 9 | MRVL | Marvell Technology Inc | 股票-科技 | 1.39% | +1.25% | -1.47% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.36% | +0.03% | -0.77% | |
| 11 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.31% | -0.03% | -6.65% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 1.31% | -0.12% | -0.34% | |
| 13 | VDE | Vanguard Energy ETF | ETF-其他 | 1.23% | -0.19% | -5.58% | |
| 14 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 1.20% | -0.41% | -1.05% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.19% | -0.34% | +39.94% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.16% | +0.08% | +3.41% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | +0.17% | +4.21% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.14% | -0.10% | -1.80% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.09% | -0.03% | +3.56% | |
| 20 | CSX | Csx CORP | 股票-工業 | 1.07% | +0.07% | -6.87% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.07% | +0.01% | +0.89% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.04% | -0.12% | +18.91% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.96% | +0.07% | -8.56% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.96% | — | +108.44% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.89% | -0.36% | -0.33% | |
| 26 | NI | Nisource Inc | 股票-公用事業 | 0.88% | -0.04% | -0.82% | |
| 27 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.87% | — | -1.21% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.97% | EXIT | |
| 29 | KBR | Kbr Inc | 股票-工業 | 0.85% | -0.05% | -1.78% | |
| 30 | NSC | Norfolk Southern CORP | 股票-工業 | 0.83% | +0.02% | -3.25% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.81% | +0.50% | +107.87% | |
| 32 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.80% | -0.08% | -2.57% | |
| 33 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 0.80% | — | +1519.65% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.79% | +0.34% | -0.57% | |
| 35 | NEM | Newmont CORP | 股票-原物料 | 0.78% | -0.54% | +47.73% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | +0.03% | -5.95% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.76% | -0.05% | -0.02% | |
| 38 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.76% | — | -0.62% | |
| 39 | T | At&t Inc | 股票-通訊服務 | 0.74% | -0.76% | -0.77% | |
| 40 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.72% | — | EXIT | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.70% | +0.13% | -8.77% | |
| 42 | SO | Southern Co/the | 股票-公用事業 | 0.70% | -0.05% | -1.60% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.69% | -0.08% | -1.54% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.02% | +0.62% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.68% | +0.02% | -1.16% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.66% | +0.03% | -4.18% | |
| 47 | GD | General Dynamics CORP | 股票-工業 | 0.66% | -0.02% | -1.31% | |
| 48 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.65% | +0.01% | -5.56% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.65% | -0.09% | -1.30% | |
| 50 | EPD | Enterprise Products Partners | 股票-能源 | 0.65% | -0.03% | -0.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SKAA | Skechers USA Inc-cl A | +0.8% | +1519.65% | 加碼 |
| 2 | SONY | Sony Group CORP - Sp Adr | +0.7% | NEW | 新建倉 |
| 3 | TR | Tootsie Roll Inds | +0.7% | NEW | 新建倉 |
| 4 | MRVL | Marvell Technology Inc | +0.5% | -1.47% | 減碼 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.5% | -0.33% | 減碼 |
| 6 | DIS | Walt Disney Co/the | +0.4% | +132.97% | 加碼 |
| 7 | GLD | Spdr Gold Shares | +0.3% | +39.94% | 加碼 |
| 8 | CMCSA | Comcast Corp-class A | +0.3% | +752.76% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.3% | +0.53% | 加碼 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +3.58% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | +3.41% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +4.21% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.2% | -0.71% | 減碼 |
| 14 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +17.69% | 加碼 |
| 15 | AAPL | Apple Inc | +0.1% | -2.61% | 減碼 |
| 16 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 17 | FISV | Fiserv Inc | +0.1% | +1401.18% | 加碼 |
| 18 | SHOP | Shopify Inc - Class A | +0.1% | -0.57% | 減碼 |
| 19 | ESLT | Elbit Systems Ltd. | +0.1% | -8.06% | 減碼 |
| 20 | AVUV | Avantis US Small Cap Value | +0.1% | +4.78% | 加碼 |
| 21 | BNY | Bank Of New York Mellon CORP | +0.1% | +185.73% | 加碼 |
| 22 | CHD | Church & Dwight Co Inc | -0.1% | -6.65% | 減碼 |
| 23 | LIN | Linde plc | -0.1% | -1.16% | 減碼 |
| 24 | ASML | ASML Holding N.V. | -0.1% | -17.34% | 減碼 |
| 25 | NUV | Nuveen Municipal Value | -0.1% | EXIT | 清倉 |
| 26 | BP | Bp Plc-spons Adr | -0.1% | -67.49% | 減碼 |
| 27 | DFEM | Dimensional Emrg Mrkt Core | -0.1% | -0.77% | 減碼 |
| 28 | KDP | Keurig Dr Pepper Inc | -0.1% | -3.39% | 減碼 |
| 29 | GD | General Dynamics CORP | -0.1% | -1.31% | 減碼 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | -2.98% | 減碼 |
| 31 | VZ | Verizon Communications Inc | -0.1% | -5.81% | 減碼 |
| 32 | XLV | Ss Health Care Select Sector | -0.1% | -8.68% | 減碼 |
| 33 | GLOB | Globant S.A. | -0.1% | EXIT | 清倉 |
| 34 | BROS | Dutch Bros Inc-class A | -0.1% | -97.83% | 減碼 |
| 35 | REGN | Regeneron Pharmaceuticals | -0.1% | -97.10% | 減碼 |
| 36 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 37 | KBR | Kbr Inc | -0.1% | -1.78% | 減碼 |
| 38 | IBP | Installed Building Products | -0.1% | EXIT | 清倉 |
| 39 | NEE | Nextera Energy Inc | -0.1% | -1.54% | 減碼 |
| 40 | CL | Colgate-palmolive Co | -0.1% | -1.21% | 減碼 |
| 41 | KHC | Kraft Heinz Co/the | -0.1% | -74.62% | 減碼 |
| 42 | ROCK | Gibraltar Industries Inc | -0.1% | -7.54% | 減碼 |
| 43 | WY | Weyerhaeuser Co | -0.1% | -3.13% | 減碼 |
| 44 | TTEN | Totalenergies Se -spon Adr | -0.1% | -0.62% | 減碼 |
| 45 | ADBE | Adobe Inc | -0.1% | -19.01% | 減碼 |
| 46 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +18.91% | 加碼 |
| 47 | CSX | Csx CORP | -0.2% | -6.87% | 減碼 |
| 48 | DINO | Hf Sinclair CORP | -0.2% | -80.36% | 減碼 |
| 49 | PFE | Pfizer Inc | -0.4% | -33.30% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | -36.26% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bfsg, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$11.3億，共申報了 672 個公開持股部位。
在 Q4 2024 季度，Bfsg, LLC 按市值排列的前三大核心持股分別為：VTI (3.5%)、MSFT (3.3%)、NVDA (2.9%)。其中最大持股部位 VTI 佔據整體投資組合約 3.5% 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
SONY
市值: US$612.5萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$105.4萬
在 Q4 2024 季度中，Bfsg, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 30 個部位以及清倉 4 個部位。 其中最大新建倉標的為 SONY。 本季清倉部位包含 ANETEUR。
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。