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: 0001576102
申報總市值
US$6.9億
US$6.9億
137 檔
34.3%
根據最新整理的 13F 季度數據集，Blue Fin Capital, Inc. 於 Q4 2024 結束時的管理資產規模為 US$6.9億。該機構在本季度申報了 137 檔美股持倉，呈現出該時期的主要投資地圖。
Blue Fin Capital, Inc. 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 19 檔持股的同時，亦同步清倉 7 檔並減碼 19 檔標的。
整體而言，Blue Fin Capital, Inc. 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 34.3%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 17.21% | -0.15% | -1.32% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 9.55% | +0.07% | -0.57% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.39% | -0.68% | +1.01% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.10% | +0.11% | +0.02% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.52% | -0.61% | +2.52% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.81% | +1.14% | -0.54% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.92% | -0.24% | +7.00% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.53% | +0.05% | +0.20% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.49% | -0.19% | +0.58% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.09% | -0.31% | +0.43% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.68% | -0.71% | +0.38% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.58% | -0.03% | +0.76% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.58% | +0.22% | +0.15% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.52% | +0.26% | -0.45% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.48% | -0.11% | +11.78% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | -0.15% | -0.93% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.10% | -0.12% | +18.42% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.09% | -0.06% | -0.05% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.06% | -0.23% | -0.63% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.02% | +0.11% | -1.71% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.96% | -0.11% | +0.38% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.82% | -0.01% | -0.10% | |
| 23 | BLK | Blackrock Inc | 股票-金融 | 0.78% | -0.07% | — | |
| 24 | BN | Brookfield CORP | 股票-金融 | 0.77% | -0.04% | -1.00% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.75% | -0.11% | +6.08% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 0.73% | -0.06% | +1.39% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.72% | -0.03% | +8.61% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.72% | +0.62% | +5.22% | |
| 29 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.70% | +0.53% | +5.51% | |
| 30 | RTX | Rtx CORP | 股票-工業 | 0.68% | -0.13% | -0.07% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 0.63% | -0.18% | -0.70% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.59% | -0.07% | -5.88% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.58% | +0.03% | -3.41% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.57% | -0.10% | +1.24% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.56% | -0.03% | -0.00% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.56% | -0.12% | +0.90% | |
| 37 | BX | Blackstone Inc | 股票-金融 | 0.55% | -0.03% | +0.16% | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.51% | -0.05% | -16.04% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | -0.08% | -4.25% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.48% | +0.03% | -0.11% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 0.46% | -0.05% | +6.67% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.43% | -0.07% | -1.58% | |
| 43 | MCO | Moody's CORP | 股票-金融 | 0.43% | -0.02% | +2.13% | |
| 44 | NOC | Northrop Grumman CORP | 股票-工業 | 0.42% | -0.18% | -1.57% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | +1.13% | -11.33% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.40% | -0.10% | -1.54% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.39% | — | -6.29% | |
| 48 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.38% | +0.02% | +1.12% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.37% | +0.03% | +1.42% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.36% | -0.05% | -2.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -1.32% | 減碼 |
| 2 | BLK | Blackrock Inc | +0.8% | NEW | 新建倉 |
| 3 | AMZN | Amazon.com Inc | +0.6% | +0.02% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.54% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | -0.57% | 減碼 |
| 6 | V | Visa Inc-class A Shares | +0.3% | +0.20% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.76% | 加碼 |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +5.22% | 加碼 |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +18.42% | 加碼 |
| 10 | MA | Mastercard Inc - A | +0.1% | +0.58% | 加碼 |
| 11 | GWW | Ww Grainger Inc | +0.1% | NEW | 新建倉 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +2.52% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.71% | 減碼 |
| 14 | WMT | Walmart Inc | +0.1% | -0.63% | 減碼 |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +11.78% | 加碼 |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +7.00% | 加碼 |
| 17 | BX | Blackstone Inc | +0.1% | +0.16% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | +22.81% | 加碼 |
| 19 | GBTC | Grayscale Bitcoin Trust ETF | 0% | NEW | 新建倉 |
| 20 | PLTR | Palantir Technologies Inc-a | 0% | NEW | 新建倉 |
| 21 | SMH | Vaneck Semiconductor ETF | 0% | NEW | 新建倉 |
| 22 | BN | Brookfield CORP | 0% | -1.00% | 減碼 |
| 23 | NFLX | Netflix Inc | 0% | -2.14% | 減碼 |
| 24 | COST | Costco Wholesale CORP | 0% | +0.43% | 加碼 |
| 25 | AEP | American Electric Power | 0% | EXIT | 清倉 |
| 26 | WSO | Watsco Inc | 0% | EXIT | 清倉 |
| 27 | KO | Coca-cola Co/the | 0% | +0.13% | 加碼 |
| 28 | ARE | Alexandria Real Estate Equit | -0.1% | EXIT | 清倉 |
| 29 | BKLN | Invesco Senior Loan ETF | -0.1% | -5.88% | 減碼 |
| 30 | DIS | Walt Disney Co/the | -0.1% | EXIT | 清倉 |
| 31 | DE | Deere & Co | -0.1% | EXIT | 清倉 |
| 32 | NOC | Northrop Grumman CORP | -0.1% | -1.57% | 減碼 |
| 33 | ABBV | Abbvie Inc | -0.1% | -0.11% | 減碼 |
| 34 | MU | Micron Technology Inc | -0.1% | EXIT | 清倉 |
| 35 | PFF | Ishares Preferred & Income S | -0.1% | +0.38% | 加碼 |
| 36 | CVX | Chevron CORP | -0.1% | -37.77% | 減碼 |
| 37 | ARM | Arm Holdings Plc-adr | -0.1% | +5.51% | 加碼 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -4.25% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.1% | -0.00% | 減碼 |
| 40 | EEM | Ishares Msci Emerging Market | -0.1% | -3.41% | 減碼 |
| 41 | ADBE | Adobe Inc | -0.1% | -6.29% | 減碼 |
| 42 | NEE | Nextera Energy Inc | -0.1% | +0.90% | 加碼 |
| 43 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | -16.04% | 減碼 |
| 44 | DHI | Dr Horton Inc | -0.2% | +1.12% | 加碼 |
| 45 | LMT | Lockheed Martin CORP | -0.2% | -0.70% | 減碼 |
| 46 | AMD | Advanced Micro Devices | -0.2% | -11.33% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -0.3% | +0.15% | 加碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.3% | -0.45% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.3% | +1.01% | 加碼 |
| 50 | BLKCHF | Blackrock Inc | -0.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Blue Fin Capital, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$6.9億，共申報了 137 個公開持股部位。
在 Q4 2024 季度，Blue Fin Capital, Inc. 按市值排列的前三大核心持股分別為：NVDA (17.2%)、AAPL (9.6%)、MSFT (7.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 17.2% 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
BLK
市值: US$423.1萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$394.0萬
在 Q4 2024 季度中，Blue Fin Capital, Inc. 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 19 個部位、減碼 19 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。