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: 0001839122
申報總市值
US$4.4億
US$4.4億
77 檔
11.8%
截至 Q3 2024 季度末，Bouvel Investment Partners, LLC 的美股持倉估值約為 US$4.4億，全數申報部位共有 77 檔。
在 Q3 2024，Bouvel Investment Partners, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 25 個既有持股進行加碼（合計增持 29 檔），相較減碼與清倉部位顯著佔優。
整體而言，Bouvel Investment Partners, LLC 的前 5 大持股（包含 EVTR, BOND, JEPI）貢獻了組合市值的 11.8%，形成該機構在 Q3 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 | EVTR | Eaton Vance Total Return | ETF-其他 | 4.69% | -0.62% | +1.45% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 4.40% | -2.99% | +1.60% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.00% | -2.42% | EXIT | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.40% | -0.35% | -11.94% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.48% | +0.52% | |
| 6 | AXP | American Express Co | 股票-金融 | 2.95% | — | +0.53% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.91% | -0.31% | +0.48% | |
| 8 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.58% | -0.65% | +0.48% | |
| 9 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 2.27% | +0.78% | +0.20% | |
| 10 | INTU | Intuit Inc | 股票-科技 | 2.26% | — | +0.51% | |
| 11 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 2.19% | — | -0.09% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.18% | +0.01% | +0.57% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 2.16% | -0.24% | -2.01% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.04% | -0.40% | +0.42% | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 2.01% | — | +0.48% | |
| 16 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.96% | +0.93% | -27.06% | |
| 17 | MRVL | Marvell Technology Inc | 股票-科技 | 1.90% | +2.72% | +0.54% | |
| 18 | ETN | Eaton Corporation plc | 股票-工業 | 1.83% | -0.14% | +0.58% | |
| 19 | GE | General Electric | 股票-工業 | 1.73% | +0.02% | +0.40% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.60% | -1.11% | EXIT | |
| 21 | UBER | Uber Technologies Inc | 股票-工業 | 1.54% | — | +0.37% | |
| 22 | FSLR | First Solar Inc | 股票-科技 | 1.53% | -0.06% | -1.12% | |
| 23 | SNPS | Synopsys Inc | 股票-科技 | 1.50% | — | +0.81% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.48% | -0.09% | -39.26% | |
| 25 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.42% | -0.41% | +1.58% | |
| 26 | HON | Honeywell International Inc | 股票-工業 | 1.42% | -1.81% | EXIT | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.37% | -0.09% | -1.39% | |
| 28 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.36% | — | +1.37% | |
| 29 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 1.32% | — | -1.02% | |
| 30 | SPSC | Sps Commerce Inc | 股票-科技 | 1.32% | — | -1.38% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.32% | -0.01% | -2.04% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 1.30% | -0.39% | +0.56% | |
| 33 | AVAV | Aerovironment Inc | 股票-工業 | 1.29% | +0.09% | -1.09% | |
| 34 | BA | Boeing Co/the | 股票-工業 | 1.25% | -0.26% | +51.25% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 1.25% | — | +38.13% | |
| 36 | ADSK | Autodesk Inc | 股票-科技 | 1.24% | — | +0.22% | |
| 37 | MU | Micron Technology Inc | 股票-科技 | 1.21% | — | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.18% | — | +3.50% | |
| 39 | FVAL | Fidelity Value Factor ETF | ETF-其他 | 1.14% | -0.14% | -1.24% | |
| 40 | TER | Teradyne Inc | 股票-科技 | 1.13% | -0.04% | -1.09% | |
| 41 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.13% | — | +0.61% | |
| 42 | TYL | Tyler Technologies Inc | 股票-科技 | 1.12% | -0.52% | EXIT | |
| 43 | ZS | Zscaler Inc | 股票-科技 | 1.11% | — | -0.40% | |
| 44 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.09% | — | +3.51% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 1.02% | — | +0.59% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 1.00% | — | -25.37% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.99% | -0.02% | +2.26% | |
| 48 | ASPN | Aspen Aerogels Inc | 股票-其他 | 0.95% | — | -2.95% | |
| 49 | MTZ | Mastec Inc | 股票-工業 | 0.92% | +0.02% | -1.05% | |
| 50 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.86% | +1.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | NEW | 新建倉 |
| 2 | DDOG | Datadog Inc - Class A | +0.9% | NEW | 新建倉 |
| 3 | HLIT | Harmonic Inc | +0.7% | NEW | 新建倉 |
| 4 | PLTR | Palantir Technologies Inc-a | +0.5% | +0.47% | 加碼 |
| 5 | AXP | American Express Co | +0.4% | +0.53% | 加碼 |
| 6 | AMD | Advanced Micro Devices | +0.3% | +38.13% | 加碼 |
| 7 | GE | General Electric | +0.2% | +0.40% | 加碼 |
| 8 | BA | Boeing Co/the | +0.2% | +51.25% | 加碼 |
| 9 | JOBY | Joby Aviation, Inc. | +0.2% | NEW | 新建倉 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +0.42% | 加碼 |
| 11 | RTX | Rtx CORP | +0.2% | +0.56% | 加碼 |
| 12 | ISRG | Intuitive Surgical Inc | +0.2% | +0.48% | 加碼 |
| 13 | GEV | GE Vernova Inc | +0.2% | -0.03% | 減碼 |
| 14 | U | Unity Software Inc | +0.2% | +56.31% | 加碼 |
| 15 | CERS | Cerus CORP | +0.2% | +87.09% | 加碼 |
| 16 | SNCR | Synchronoss Technologies Inc | +0.1% | -2.97% | 減碼 |
| 17 | EVTR | Eaton Vance Total Return | +0.1% | +1.45% | 加碼 |
| 18 | TTD | Trade Desk Inc/the -class A | +0.1% | +1.37% | 加碼 |
| 19 | TYL | Tyler Technologies Inc | +0.1% | -0.95% | 減碼 |
| 20 | BOND | Pimco Active Bond Exchange-t | +0.1% | +1.60% | 加碼 |
| 21 | BSX | Boston Scientific CORP | +0.1% | +1.58% | 加碼 |
| 22 | ADSK | Autodesk Inc | +0.1% | +0.22% | 加碼 |
| 23 | DVY | Ishares Select Dividend ETF | +0.1% | +2.26% | 加碼 |
| 24 | FSLR | First Solar Inc | +0.1% | -1.12% | 減碼 |
| 25 | MTZ | Mastec Inc | +0.1% | -1.05% | 減碼 |
| 26 | ASPN | Aspen Aerogels Inc | +0.1% | -2.95% | 減碼 |
| 27 | KTOS | Kratos Defense & Security | +0.1% | -1.02% | 減碼 |
| 28 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +0.16% | 加碼 |
| 29 | QUS | Ss Spdr Msci U Stratfact ETF | +0.1% | -0.09% | 減碼 |
| 30 | CRM | Salesforce Inc | +0.1% | +0.48% | 加碼 |
| 31 | BLV | Vanguard Long-term Bond ETF | +0.1% | +3.51% | 加碼 |
| 32 | AVAV | Aerovironment Inc | +0.1% | -1.09% | 減碼 |
| 33 | ETN | Eaton Corporation plc | +0.1% | +0.58% | 加碼 |
| 34 | PFF | Ishares Preferred & Income S | +0.1% | +3.50% | 加碼 |
| 35 | PRF | Invesco Rafi US 1000 ETF | +0.1% | -2.01% | 減碼 |
| 36 | EDV | Vanguard Extended Dur Treas | +0.1% | -1.02% | 減碼 |
| 37 | ZS | Zscaler Inc | -0.2% | -0.40% | 減碼 |
| 38 | TER | Teradyne Inc | -0.2% | -1.09% | 減碼 |
| 39 | AMZN | Amazon.com Inc | -0.2% | +0.48% | 加碼 |
| 40 | INTU | Intuit Inc | -0.2% | +0.51% | 加碼 |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.52% | 加碼 |
| 42 | SNPS | Synopsys Inc | -0.3% | +0.81% | 加碼 |
| 43 | AMPSUSD | Altus Power Inc | -0.5% | EXIT | 清倉 |
| 44 | ADBE | Adobe Inc | -0.5% | -25.37% | 減碼 |
| 45 | ITIEUR | Iteris Inc | -0.5% | EXIT | 清倉 |
| 46 | NVDA | Nvidia CORP | -0.7% | -11.94% | 減碼 |
| 47 | PANW | Palo Alto Networks Inc | -0.8% | -27.06% | 減碼 |
| 48 | SMCIUSD | Super Micro Computer Inc | -0.8% | EXIT | 清倉 |
| 49 | GOOGL | Alphabet Inc-cl A | -1.3% | -39.26% | 減碼 |
| 50 | CMG | Chipotle Mexican Grill Inc | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Bouvel Investment Partners, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$4.4億，共申報了 77 個公開持股部位。
在 Q3 2024 季度，Bouvel Investment Partners, LLC 按市值排列的前三大核心持股分別為：EVTR (4.7%)、BOND (4.4%)、JEPI (4.0%)。其中最大持股部位 EVTR 佔據整體投資組合約 4.7% 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
MU
市值: US$321.9萬
本季最大獲利了結 / 清倉標的
CMG
前期市值: US$359.0萬
在 Q3 2024 季度中，Bouvel Investment Partners, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 25 個部位、減碼 17 個部位以及清倉 4 個部位。 其中最大新建倉標的為 MU。 本季清倉部位包含 CMG。
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。