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: 0001001085
申報總市值
US$769.9億
US$769.9億
107 檔
14.9%
在 Q3 2024 的 13F 官方備案中，BROOKFIELD Corp /ON/ 管理的美股投資組合規模來到 US$769.9億，整體持股檔數為 107 檔。
在 Q3 2024 期間，BROOKFIELD Corp /ON/ 展現了靈活的資產再平衡步調，透過出清 20 檔弱勢或達到目標價部位，將資金轉置於 19 檔新建倉標的之中。
在資產配置集中度方面，BROOKFIELD Corp /ON/ 的前 5 大核心持股（包含 CQP, BEP, BN 等）合計佔整體申報市值的 14.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | CQP | Cheniere Energy Partners LP | 股票-其他 | 27.98% | -0.80% | — | |
| 2 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 11.84% | +0.09% | +1343.96% | |
| 3 | BN | Brookfield CORP | 股票-金融 | 9.90% | +0.05% | +0.09% | |
| 4 | BEPC | Brookfield Renewable Corporation | 股票-公用事業 | 8.27% | — | +343.96% | |
| 5 | ✓ | Brookfield Business CORP | 股票-其他 | 6.76% | — | — | |
| 6 | BBUC | Brookfield Business Corporation | 股票-其他 | 3.37% | — | +1.70% | |
| 7 | 1939900D | Brookfield Infrastructure-a | 股票-其他 | 3.19% | — | — | |
| 8 | TAC | Transalta CORP | 股票-其他 | 2.08% | — | +0.02% | |
| 9 | LNG | Cheniere Energy Inc | 股票-能源 | 1.68% | -0.05% | -0.62% | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.42% | — | -13.39% | |
| 11 | PCG | P G & E CORP | 股票-公用事業 | 1.41% | -0.15% | +45.58% | |
| 12 | WMB | Williams Cos Inc | 股票-能源 | 1.27% | -0.04% | -17.95% | |
| 13 | ET | Energy Transfer LP | 股票-能源 | 1.19% | +0.04% | +2.76% | |
| 14 | CCI | Crown Castle Inc | 股票-房地產 | 1.17% | -0.03% | +13.34% | |
| 15 | MPLX | Mplx LP | 股票-能源 | 1.04% | -0.07% | -1.12% | |
| 16 | ETR | Entergy CORP | 股票-公用事業 | 1.01% | — | +25.90% | |
| 17 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.00% | -0.03% | +3.54% | |
| 18 | TRGP | Targa Resources CORP | 股票-能源 | 0.95% | -0.03% | -12.58% | |
| 19 | AMT | American Tower CORP | 股票-房地產 | 0.93% | -0.01% | +88.26% | |
| 20 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.93% | -0.01% | +234.93% | |
| 21 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.93% | +0.17% | NEW | |
| 22 | SRE | Sempra | 股票-公用事業 | 0.79% | -0.02% | +7.79% | |
| 23 | EPD | Enterprise Products Partners | 股票-能源 | 0.78% | -0.02% | +6.22% | |
| 24 | DUK | Duke Energy CORP | 股票-公用事業 | 0.65% | — | +112.58% | |
| 25 | OKE | Oneok Inc | 股票-能源 | 0.56% | -0.01% | -2.64% | |
| 26 | NI | Nisource Inc | 股票-公用事業 | 0.51% | -0.02% | +9.98% | |
| 27 | CMS | Cms Energy CORP | 股票-公用事業 | 0.48% | -0.04% | EXIT | |
| 28 | DTM | Dt Midstream Inc | 股票-能源 | 0.46% | — | +171.29% | |
| 29 | PLD | Prologis Inc | 股票-房地產 | 0.41% | -0.07% | -11.46% | |
| 30 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.41% | -0.04% | -12.51% | |
| 31 | ✓ | Ferrovial Se | 股票-其他 | 0.41% | — | — | |
| 32 | EQIX | Equinix Inc | 股票-房地產 | 0.41% | -0.07% | +67.28% | |
| 33 | TRP | Tc Energy CORP | 股票-能源 | 0.38% | -0.03% | -24.69% | |
| 34 | WES | Western Midstream Partners L | 股票-能源 | 0.36% | — | -32.27% | |
| 35 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 0.34% | — | — | |
| 36 | 0E41 | Enlink Midstream LLC | 股票-其他 | 0.30% | — | +97.10% | |
| 37 | CSX | Csx CORP | 股票-工業 | 0.25% | — | +104.88% | |
| 38 | ENB | Enbridge Inc | 股票-能源 | 0.23% | -0.01% | +5337.90% | |
| 39 | HESM | Hess Midstream LP - Class A | 股票-其他 | 0.22% | -0.04% | -9.49% | |
| 40 | BRX | Brixmor Property Group Inc | 股票-房地產 | 0.22% | -0.02% | — | |
| 41 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.21% | — | -13.02% | |
| 42 | EXR | Extra Space Storage Inc | 股票-房地產 | 0.19% | -0.03% | -19.97% | |
| 43 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.19% | — | — | |
| 44 | GLNG | Golar LNG Limited | 股票-能源 | 0.18% | -0.01% | +180.79% | |
| 45 | UDR | Udr Inc | 股票-房地產 | 0.16% | — | -7.38% | |
| 46 | ADC | Agree Realty CORP | 股票-房地產 | 0.16% | — | -1.70% | |
| 47 | EPRT | Essential Properties Realty | 股票-房地產 | 0.15% | -0.02% | -14.76% | |
| 48 | REG | Regency Centers CORP | 股票-房地產 | 0.14% | — | +4.66% | |
| 49 | BNT | Brookfield Wealth Solutions Ltd. | 股票-其他 | 0.14% | — | — | |
| 50 | WELL | Welltower Inc | 股票-房地產 | 0.14% | -0.08% | -44.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BEP | Brookfield Renewable Partners L.P. | +11% | +1343.96% | 加碼 |
| 2 | ✓ | Brookfield Business CORP | +6.8% | NEW | 新建倉 |
| 3 | BEPC | Brookfield Renewable Corporation | +6.5% | +343.96% | 加碼 |
| 4 | BN | Brookfield CORP | +1.3% | +0.09% | 加碼 |
| 5 | XEL | Xcel Energy Inc | +0.8% | +520.09% | 加碼 |
| 6 | BIP | Brookfield Infrastructure Partners L.P. | +0.7% | +234.93% | 加碼 |
| 7 | TAC | Transalta CORP | +0.5% | +0.02% | 加碼 |
| 8 | AMT | American Tower CORP | +0.5% | +88.26% | 加碼 |
| 9 | PCG | P G & E CORP | +0.5% | +45.58% | 加碼 |
| 10 | 1939900D | Brookfield Infrastructure-a | +0.4% | — | 不變 |
| 11 | ✓ | Ferrovial Se | +0.4% | NEW | 新建倉 |
| 12 | BBUC | Brookfield Business Corporation | +0.4% | +1.70% | 加碼 |
| 13 | DUK | Duke Energy CORP | +0.4% | +112.58% | 加碼 |
| 14 | ETR | Entergy CORP | +0.3% | +25.90% | 加碼 |
| 15 | DTM | Dt Midstream Inc | +0.3% | +171.29% | 加碼 |
| 16 | ENB | Enbridge Inc | +0.2% | +5337.90% | 加碼 |
| 17 | CCI | Crown Castle Inc | +0.2% | +13.34% | 加碼 |
| 18 | BRX | Brixmor Property Group Inc | +0.2% | NEW | 新建倉 |
| 19 | BABA | Alibaba Group Holding-sp Adr | +0.2% | -13.39% | 減碼 |
| 20 | DOC | Healthpeak Properties Inc | +0.2% | NEW | 新建倉 |
| 21 | EQIX | Equinix Inc | +0.2% | +67.28% | 加碼 |
| 22 | 0E41 | Enlink Midstream LLC | +0.1% | +97.10% | 加碼 |
| 23 | BNT | Brookfield Wealth Solutions Ltd. | +0.1% | NEW | 新建倉 |
| 24 | CSX | Csx CORP | +0.1% | +104.88% | 加碼 |
| 25 | GLNG | Golar LNG Limited | +0.1% | +180.79% | 加碼 |
| 26 | NEE | Nextera Energy Inc | +0.1% | +3.54% | 加碼 |
| 27 | BNL | Broadstone Net Lease Inc | +0.1% | NEW | 新建倉 |
| 28 | NI | Nisource Inc | +0.1% | +9.98% | 加碼 |
| 29 | REXR | Rexford Industrial Realty In | +0.1% | NEW | 新建倉 |
| 30 | O | Realty Income CORP | +0.1% | +433.28% | 加碼 |
| 31 | AHR | American Healthcare Reit Inc | +0.1% | NEW | 新建倉 |
| 32 | LW | Lamb Weston Holdings Inc | +0.1% | NEW | 新建倉 |
| 33 | SRE | Sempra | +0.1% | +7.79% | 加碼 |
| 34 | MAC | Macerich Co/the | +0.1% | NEW | 新建倉 |
| 35 | KGS | Kodiak Gas Services Inc | +0.1% | NEW | 新建倉 |
| 36 | PDM | Piedmont Realty Trust Inc | 0% | NEW | 新建倉 |
| 37 | CMS | Cms Energy CORP | 0% | +0.60% | 加碼 |
| 38 | KMI | Kinder Morgan, Inc. | 0% | +71.54% | 加碼 |
| 39 | VRSK | Verisk Analytics, Inc. | 0% | NEW | 新建倉 |
| 40 | ADC | Agree Realty CORP | 0% | -1.70% | 減碼 |
| 41 | WCN | Waste Connections Inc | 0% | NEW | 新建倉 |
| 42 | UMH | Umh Properties Inc | 0% | NEW | 新建倉 |
| 43 | VTR | Ventas Inc | 0% | +1.57% | 加碼 |
| 44 | REG | Regency Centers CORP | 0% | +4.66% | 加碼 |
| 45 | BDN | Brandywine Realty Trust | 0% | NEW | 新建倉 |
| 46 | FSLR | First Solar Inc | 0% | +75.33% | 加碼 |
| 47 | CARR | Carrier Global CORP | 0% | -1.19% | 減碼 |
| 48 | KIM 7.25 PERP N債券 | Kimco Realty CORP | 0% | +18.16% | 加碼 |
| 49 | RLJ 1.95 PERP A債券 | Rlj Lodging Trust | 0% | +24.57% | 加碼 |
| 50 | EPRT | Essential Properties Realty | — | -14.76% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，BROOKFIELD Corp /ON/ 在 Q3 2024 季度的美股持倉總市值約為 US$769.9億，共申報了 107 個公開持股部位。
在 Q3 2024 季度，BROOKFIELD Corp /ON/ 按市值排列的前三大核心持股分別為：CQP (28.0%)、BEP (11.8%)、BN (9.9%)。其中最大持股部位 CQP 佔據整體投資組合約 28.0% 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
BROOKFIELD BUSINESS CORP
市值: US$12.0億
本季最大獲利了結 / 清倉標的
BEP
前期市值: US$17.1億
在 Q3 2024 季度中，BROOKFIELD Corp /ON/ 共進行了 119 項持倉異動，包含新建倉 19 個部位、加碼 39 個部位、減碼 41 個部位以及清倉 20 個部位。 其中最大新建倉標的為 BROOKFIELD BUSINESS CORP。 本季清倉部位包含 BEP。
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。