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: 0001015079
申報總市值
US$142.6億
US$142.6億
190 檔
9.5%
截至 Q4 2024 季度末，Brandes Investment Partners, LP 的美股持倉估值約為 US$142.6億，全數申報部位共有 190 檔。
在 Q4 2024，Brandes Investment Partners, LP 操作展現出積極擴展與加碼意向。本季共新建倉 11 個新部位，並對 109 個既有持股進行加碼（合計增持 120 檔），相較減碼與清倉部位顯著佔優。
整體而言，Brandes Investment Partners, LP 的前 5 大持股（包含 CAE, EMBJ, BAC）貢獻了組合市值的 9.5%，形成該機構在 Q4 2024 季度的基本面基石。
本季最大新建倉標的
EVRG
市值: US$5565.2萬
本季最大獲利了結 / 清倉標的
ORANY
前期市值: US$2121.6萬
| # | 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 | CAE | Cae Inc | 股票-其他 | 4.23% | +0.30% | +1.51% | |
| 2 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 3.65% | +0.30% | -12.93% | |
| 3 | BAC | Bank Of America CORP | 股票-金融 | 2.46% | -0.06% | -3.85% | |
| 4 | FISV | Fiserv Inc | 股票-其他 | 2.45% | -0.20% | -12.85% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 2.41% | -0.22% | -23.65% | |
| 6 | C | Citigroup Inc | 股票-金融 | 2.33% | -0.32% | -4.41% | |
| 7 | MCK | Mckesson CORP | 股票-醫療保健 | 2.27% | -0.32% | -5.15% | |
| 8 | DOX | Amdocs Limited | 股票-科技 | 2.17% | -0.53% | -2.60% | |
| 9 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.11% | -0.34% | -3.09% | |
| 10 | PFE | Pfizer Inc | 股票-醫療保健 | 1.99% | -0.52% | +16.76% | |
| 11 | CI | THE Cigna Group | 股票-醫療保健 | 1.92% | -0.27% | +20.35% | |
| 12 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.92% | -0.63% | -1.41% | |
| 13 | CTVA | Corteva Inc | 股票-原物料 | 1.85% | +0.01% | -1.45% | |
| 14 | FDX | Fedex CORP | 股票-工業 | 1.85% | -0.55% | -2.83% | |
| 15 | GRFS | Grifols Sa-adr | 股票-其他 | 1.70% | -0.18% | +2.97% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.70% | -0.24% | +11.21% | |
| 17 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.70% | -0.31% | -5.57% | |
| 18 | PNC | Pnc Financial Services Group | 股票-金融 | 1.67% | -0.03% | -14.83% | |
| 19 | TXT | Textron Inc | 股票-工業 | 1.59% | -0.14% | +19.44% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.56% | -0.14% | -4.51% | |
| 21 | CX | Cemex Sab-spons Adr Part Cer | 股票-其他 | 1.53% | +0.10% | +33.72% | |
| 22 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.46% | +0.03% | +13.35% | |
| 23 | OTEX | Open Text CORP | 股票-其他 | 1.43% | +0.12% | +29.17% | |
| 24 | HAL | Halliburton Co | 股票-能源 | 1.40% | -0.55% | -2.56% | |
| 25 | EMR | Emerson Electric Co | 股票-工業 | 1.32% | -0.06% | -2.03% | |
| 26 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.30% | +0.04% | -2.99% | |
| 27 | TIGO | Millicom International Cellular S.A. | 股票-通訊服務 | 1.28% | +0.02% | +1.51% | |
| 28 | AIG | American International Group | 股票-金融 | 1.26% | — | -3.94% | |
| 29 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.22% | -0.30% | -2.40% | |
| 30 | MU | Micron Technology Inc | 股票-科技 | 1.20% | -0.91% | +4.60% | |
| 31 | SNY | Sanofi-adr | 股票-醫療保健 | 1.18% | -0.03% | +3.59% | |
| 32 | STT | State Street CORP | 股票-金融 | 1.16% | +0.02% | -4.17% | |
| 33 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.12% | -0.17% | +109.70% | |
| 34 | OMF | Onemain Holdings Inc | 股票-金融 | 1.07% | +0.01% | -4.47% | |
| 35 | SHEL | Shell Plc-adr | 股票-能源 | 1.04% | -0.65% | +2.14% | |
| 36 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.99% | -0.06% | +5.60% | |
| 37 | INVX | Innovex International Inc | 股票-其他 | 0.98% | -0.14% | +41.27% | |
| 38 | NTGR | Netgear Inc | 股票-其他 | 0.94% | -0.17% | -22.61% | |
| 39 | HXL | Hexcel CORP | 股票-工業 | 0.91% | +0.22% | +99.61% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.90% | +0.13% | +1.23% | |
| 41 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.81% | +0.06% | +40.93% | |
| 42 | WKC | World Kinect CORP | 股票-其他 | 0.81% | +0.32% | -13.14% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.80% | -0.12% | -8.96% | |
| 44 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.78% | +0.21% | -6.55% | |
| 45 | ELAN | Elanco Animal Health Inc | 股票-醫療保健 | 0.78% | +0.04% | +66.87% | |
| 46 | EPC | Edgewell Personal Care Co | 股票-其他 | 0.77% | +0.31% | +21.06% | |
| 47 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 0.73% | +0.56% | -40.16% | |
| 48 | WRB | Wr Berkley CORP | 股票-金融 | 0.72% | +0.02% | +3.58% | |
| 49 | ARLO | Arlo Technologies Inc | 股票-其他 | 0.72% | -0.01% | +7.02% | |
| 50 | FLEX | Flex Ltd. | 股票-科技 | 0.72% | -0.02% | -20.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAE | Cae Inc | +1.1% | +1.51% | 加碼 |
| 2 | EVRG | Evergy Inc | +0.6% | NEW | 新建倉 |
| 3 | SYY | Sysco CORP | +0.5% | +19865.48% | 加碼 |
| 4 | ACGL | Arch Capital Group Ltd. | +0.5% | +109.70% | 加碼 |
| 5 | HXL | Hexcel CORP | +0.5% | +99.61% | 加碼 |
| 6 | LKQ | Lkq CORP | +0.3% | +118.63% | 加碼 |
| 7 | CX | Cemex Sab-spons Adr Part Cer | +0.3% | +33.72% | 加碼 |
| 8 | INVX | Innovex International Inc | +0.2% | +41.27% | 加碼 |
| 9 | SSNC | Ss&c Technologies Holdings | +0.2% | +40.93% | 加碼 |
| 10 | ELAN | Elanco Animal Health Inc | +0.2% | +66.87% | 加碼 |
| 11 | LH | Labcorp Holdings Inc | +0.2% | +13.35% | 加碼 |
| 12 | MCK | Mckesson CORP | +0.2% | -5.15% | 減碼 |
| 13 | STM | Stmicroelectronics Nv-ny Shs | +0.2% | NEW | 新建倉 |
| 14 | GHM | Graham CORP | +0.2% | -2.61% | 減碼 |
| 15 | C | Citigroup Inc | +0.2% | -4.41% | 減碼 |
| 16 | BAC | Bank Of America CORP | +0.1% | -3.85% | 減碼 |
| 17 | SLB | Slb LTD | +0.1% | +58.54% | 加碼 |
| 18 | OTEX | Open Text CORP | +0.1% | +29.17% | 加碼 |
| 19 | EMR | Emerson Electric Co | +0.1% | -2.03% | 減碼 |
| 20 | PFE | Pfizer Inc | +0.1% | +16.76% | 加碼 |
| 21 | 2655957D | Premier Inc-class A | +0.1% | +123.06% | 加碼 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +1.23% | 加碼 |
| 23 | VBR | Vanguard Small-cap Value ETF | +0.1% | +573.54% | 加碼 |
| 24 | WTW | Willis Towers Watson Public Limited Company | +0.1% | +5.60% | 加碼 |
| 25 | AZO | Autozone Inc | +0.1% | +12.22% | 加碼 |
| 26 | EPC | Edgewell Personal Care Co | +0.1% | +21.06% | 加碼 |
| 27 | AOUT | American Outdoor Brands Inc | +0.1% | +12.80% | 加碼 |
| 28 | IMKTA | Ingles Markets Inc-class A | +0.1% | +42.44% | 加碼 |
| 29 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +66.97% | 加碼 |
| 30 | STT | State Street CORP | +0.1% | -4.17% | 減碼 |
| 31 | FSTR | Foster (lb) Co-a | +0.1% | +3.01% | 加碼 |
| 32 | ORN | Orion Group Holdings Inc | +0.1% | +3.84% | 加碼 |
| 33 | NTGR | Netgear Inc | +0.1% | -22.61% | 減碼 |
| 34 | NPK | National Presto Inds Inc | +0.1% | +23.39% | 加碼 |
| 35 | PKE | Park Aerospace CORP | +0.1% | +4.45% | 加碼 |
| 36 | ✓ | Avadel Pharmaceuticals PLC ADR | +0.1% | +58.08% | 加碼 |
| 37 | OMF | Onemain Holdings Inc | +0.1% | -4.47% | 減碼 |
| 38 | HN9 | Hanesbrands Inc | +0.1% | +2.01% | 加碼 |
| 39 | TKR | Timken Co | +0.1% | NEW | 新建倉 |
| 40 | VT | Vanguard Tot World Stk ETF | +0.1% | NEW | 新建倉 |
| 41 | CSCO | Cisco Systems Inc | +0.1% | +1.26% | 加碼 |
| 42 | TXT | Textron Inc | 0% | +19.44% | 加碼 |
| 43 | CAH | Cardinal Health Inc | 0% | -2.99% | 減碼 |
| 44 | WRB | Wr Berkley CORP | 0% | +3.58% | 加碼 |
| 45 | MTX | Minerals Technologies Inc | 0% | NEW | 新建倉 |
| 46 | NTR | Nutrien LTD | 0% | +380.85% | 加碼 |
| 47 | SDA | Sealed Air CORP | 0% | +28.03% | 加碼 |
| 48 | LNSR | Lensar Inc | 0% | +10.36% | 加碼 |
| 49 | GOOGL | Alphabet Inc-cl A | 0% | -8.96% | 減碼 |
| 50 | JNJ | Johnson & Johnson | 0% | +16.29% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Brandes Investment Partners, LP 在 Q4 2024 季度的美股持倉總市值約為 US$142.6億，共申報了 190 個公開持股部位。
在 Q4 2024 季度，Brandes Investment Partners, LP 按市值排列的前三大核心持股分別為：CAE (4.2%)、EMBJ (3.6%)、BAC (2.5%)。其中最大持股部位 CAE 佔據整體投資組合約 4.2% 的權重。
在 Q4 2024 季度中，Brandes Investment Partners, LP 共進行了 195 項持倉異動，包含新建倉 11 個部位、加碼 109 個部位、減碼 68 個部位以及清倉 7 個部位。 其中最大新建倉標的為 EVRG。 本季清倉部位包含 ORANY。
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。
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。
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。