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
78 檔
11.9%
Bouvel Investment Partners, LLC 在 Q4 2024 季度的美股部位總計估值為 US$4.4億，分散於 78 個持倉標的之中，反映其市場參與廣度與投資規模。
Bouvel Investment Partners, LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 7 檔股票的新建倉與 23 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 EVTR, BOND, NVDA）累計市值佔比達 11.9%，是驅動 Bouvel Investment Partners, LLC 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 | EVTR | Eaton Vance Total Return | ETF-其他 | 4.24% | -0.62% | -2.11% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.97% | -2.99% | -1.62% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.71% | -0.35% | +2.89% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.66% | -2.42% | EXIT | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.32% | -0.31% | +1.22% | |
| 6 | AXP | American Express Co | 股票-金融 | 3.14% | — | +1.40% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.03% | -1.11% | EXIT | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -0.48% | +1.73% | |
| 9 | MRVL | Marvell Technology Inc | 股票-科技 | 2.84% | +2.72% | +2.08% | |
| 10 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.70% | -0.65% | +2.91% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 2.38% | — | +1.09% | |
| 12 | INTU | Intuit Inc | 股票-科技 | 2.21% | — | +0.65% | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 2.11% | +0.78% | -0.75% | |
| 14 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 2.04% | — | -1.29% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.04% | +0.93% | +103.27% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.02% | -0.40% | +0.85% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.99% | -0.24% | -2.78% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.85% | +0.01% | +1.62% | |
| 19 | ETN | Eaton Corporation plc | 股票-工業 | 1.79% | -0.14% | +1.76% | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.66% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | -0.09% | +1.12% | |
| 22 | HON | Honeywell International Inc | 股票-工業 | 1.50% | -1.81% | EXIT | |
| 23 | GE | General Electric | 股票-工業 | 1.48% | +0.02% | +0.99% | |
| 24 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.48% | -0.41% | +1.68% | |
| 25 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.42% | — | +2.00% | |
| 26 | BA | Boeing Co/the | 股票-工業 | 1.38% | -0.26% | -1.13% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.36% | -0.09% | -2.75% | |
| 28 | SNPS | Synopsys Inc | 股票-科技 | 1.36% | — | -1.27% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.28% | -0.01% | -2.26% | |
| 30 | ADSK | Autodesk Inc | 股票-科技 | 1.28% | — | +0.53% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.24% | -0.02% | +35.20% | |
| 32 | SPSC | Sps Commerce Inc | 股票-科技 | 1.21% | — | +1.11% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 1.21% | — | +2.65% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 1.20% | -0.39% | +0.76% | |
| 35 | UBER | Uber Technologies Inc | 股票-工業 | 1.19% | — | +0.67% | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.18% | — | +78.54% | |
| 37 | ZS | Zscaler Inc | 股票-科技 | 1.14% | — | +1.39% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.09% | — | +1.05% | |
| 39 | TYL | Tyler Technologies Inc | 股票-科技 | 1.07% | -0.52% | EXIT | |
| 40 | FVAL | Fidelity Value Factor ETF | ETF-其他 | 1.07% | -0.14% | -3.97% | |
| 41 | FSLR | First Solar Inc | 股票-科技 | 1.05% | -0.06% | +1.13% | |
| 42 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.04% | — | +1.14% | |
| 43 | TER | Teradyne Inc | 股票-科技 | 1.04% | -0.04% | +1.25% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.02% | -1.10% | EXIT | |
| 45 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.01% | +1.01% | -0.33% | |
| 46 | MTZ | Mastec Inc | 股票-工業 | 0.98% | +0.02% | +1.18% | |
| 47 | AVAV | Aerovironment Inc | 股票-工業 | 0.96% | +0.09% | +0.97% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.94% | — | -0.02% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.86% | — | -2.62% | |
| 50 | KTOS | Kratos Defense & Security | 股票-工業 | 0.82% | -0.38% | -2.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IMCG | Ishares Morningstar Mid-cap | +1.7% | NEW | 新建倉 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.4% | -2.63% | 減碼 |
| 3 | MINT | Pimco Enhanced Short Maturit | +1% | NEW | 新建倉 |
| 4 | MRVL | Marvell Technology Inc | +0.9% | +2.08% | 加碼 |
| 5 | JEPQ | JPM Nasdaq Equity Premium | +0.5% | +78.54% | 加碼 |
| 6 | SMCI | Super Micro Computer Inc | +0.5% | NEW | 新建倉 |
| 7 | MRCY | Mercury Systems Inc | +0.5% | NEW | 新建倉 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +1.22% | 加碼 |
| 9 | SYM | Symbotic Inc | +0.4% | NEW | 新建倉 |
| 10 | CRM | Salesforce Inc | +0.4% | +1.09% | 加碼 |
| 11 | TEM | Tempus Ai Inc-cl A | +0.4% | NEW | 新建倉 |
| 12 | SMR | Nuscale Power CORP | +0.4% | NEW | 新建倉 |
| 13 | NVDA | Nvidia CORP | +0.3% | +2.89% | 加碼 |
| 14 | DVY | Ishares Select Dividend ETF | +0.3% | +35.20% | 加碼 |
| 15 | AXP | American Express Co | +0.2% | +1.40% | 加碼 |
| 16 | MS | Morgan Stanley | +0.2% | +2.65% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.12% | 加碼 |
| 18 | DDOG | Datadog Inc - Class A | +0.2% | -0.33% | 減碼 |
| 19 | SHOP | Shopify Inc - Class A | +0.2% | +1.01% | 加碼 |
| 20 | GEV | GE Vernova Inc | +0.1% | +0.70% | 加碼 |
| 21 | BA | Boeing Co/the | +0.1% | -1.13% | 減碼 |
| 22 | JOBY | Joby Aviation, Inc. | +0.1% | +1.40% | 加碼 |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | +2.91% | 加碼 |
| 24 | SRTA | Strata Critical Medical Inc | +0.1% | -1.28% | 減碼 |
| 25 | XYZ | Block Inc | +0.1% | +1.26% | 加碼 |
| 26 | HUBS | Hubspot Inc | +0.1% | +2.03% | 加碼 |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +103.27% | 加碼 |
| 28 | HON | Honeywell International Inc | +0.1% | +1.37% | 加碼 |
| 29 | TTD | Trade Desk Inc/the -class A | +0.1% | +2.00% | 加碼 |
| 30 | CHPT | ChargePoint Holdings, Inc. | -0.2% | EXIT | 清倉 |
| 31 | SNCR | Synchronoss Technologies Inc | -0.2% | -0.46% | 減碼 |
| 32 | ADBE | Adobe Inc | -0.2% | -4.06% | 減碼 |
| 33 | GE | General Electric | -0.3% | +0.99% | 加碼 |
| 34 | MU | Micron Technology Inc | -0.3% | -0.02% | 減碼 |
| 35 | PLUG | Plug Power Inc | -0.3% | -96.04% | 減碼 |
| 36 | SABR | Sabre CORP | -0.3% | -95.97% | 減碼 |
| 37 | AVAV | Aerovironment Inc | -0.3% | +0.97% | 加碼 |
| 38 | LLY | Eli Lilly & Co | -0.3% | +1.62% | 加碼 |
| 39 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | -1.20% | 減碼 |
| 40 | UBER | Uber Technologies Inc | -0.4% | +0.67% | 加碼 |
| 41 | AMD | Advanced Micro Devices | -0.4% | -2.62% | 減碼 |
| 42 | BOND | Pimco Active Bond Exchange-t | -0.4% | -1.62% | 減碼 |
| 43 | EVTR | Eaton Vance Total Return | -0.5% | -2.11% | 減碼 |
| 44 | OLED | Universal Display CORP | -0.5% | EXIT | 清倉 |
| 45 | THRM | Gentherm Inc | -0.5% | EXIT | 清倉 |
| 46 | FSLR | First Solar Inc | -0.5% | +1.13% | 加碼 |
| 47 | ENPH | Enphase Energy Inc | -0.6% | EXIT | 清倉 |
| 48 | ASPN | Aspen Aerogels Inc | -0.7% | -29.27% | 減碼 |
| 49 | BLV | Vanguard Long-term Bond ETF | -1.1% | EXIT | 清倉 |
| 50 | EDV | Vanguard Extended Dur Treas | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Bouvel Investment Partners, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$4.4億，共申報了 78 個公開持股部位。
在 Q4 2024 季度，Bouvel Investment Partners, LLC 按市值排列的前三大核心持股分別為：EVTR (4.2%)、BOND (4.0%)、NVDA (3.7%)。其中最大持股部位 EVTR 佔據整體投資組合約 4.2% 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
IMCG
市值: US$461.3萬
本季最大獲利了結 / 清倉標的
EDV
前期市值: US$351.5萬
在 Q4 2024 季度中，Bouvel Investment Partners, LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 23 個部位、減碼 14 個部位以及清倉 6 個部位。 其中最大新建倉標的為 IMCG。 本季清倉部位包含 EDV。
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。