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: 0001611848
申報總市值
US$16.5億
US$16.5億
199 檔
13.6%
BTC Capital Management, Inc. 在 Q4 2024 季度的美股部位總計估值為 US$16.5億，分散於 199 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，BTC Capital Management, Inc. 採取防禦導向的調倉策略，本季減碼 32 檔個股並出清 7 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，BTC Capital Management, Inc. 的前 5 大核心持股（包含 BND, AAPL, MSFT 等）合計佔整體申報市值的 13.6%，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 | BND | Vanguard Total Bond Market | ETF-其他 | 4.77% | -0.23% | +4.17% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.74% | +0.19% | -1.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.09% | +0.13% | -1.14% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.01% | +0.27% | -3.95% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.20% | +0.02% | +1.59% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.15% | +0.17% | -3.86% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.73% | -0.08% | -1.94% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.50% | +0.30% | -1.43% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.49% | +0.06% | -18.28% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.29% | +0.31% | +6.09% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.87% | -0.43% | -7.06% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.66% | +0.27% | +14.55% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.65% | -0.65% | +1.24% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.65% | -0.17% | -0.20% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.06% | -6.71% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.62% | +0.08% | -0.65% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.41% | +0.02% | -2.37% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.41% | +0.15% | -2.23% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.30% | +0.02% | +2.24% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.21% | -0.07% | -1.51% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.18% | +0.02% | -0.91% | |
| 22 | MS | Morgan Stanley | 股票-金融 | 1.18% | -0.11% | -5.34% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.11% | -0.12% | +3.21% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | -0.11% | -2.81% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.10% | -0.18% | -18.97% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.07% | +0.07% | -3.64% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.00% | +0.39% | -1.26% | |
| 28 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.99% | -0.24% | +3.97% | |
| 29 | FISV | Fiserv Inc | 股票-其他 | 0.97% | — | -3.33% | |
| 30 | FAST | Fastenal Co | 股票-工業 | 0.94% | -0.11% | -0.39% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.93% | -0.03% | +2.10% | |
| 32 | DE | Deere & Co | 股票-工業 | 0.83% | +0.13% | -1.51% | |
| 33 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.81% | -0.08% | -1.95% | |
| 34 | NSC | Norfolk Southern CORP | 股票-工業 | 0.81% | — | -2.83% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.80% | +0.04% | +5.05% | |
| 36 | STLD | Steel Dynamics Inc | 股票-原物料 | 0.78% | -0.04% | -8.23% | |
| 37 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.77% | — | -2.33% | |
| 38 | INTU | Intuit Inc | 股票-科技 | 0.76% | -0.55% | -2.19% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.72% | +0.02% | -19.49% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.72% | -0.10% | -3.08% | |
| 41 | ICE | Intercontinental Exchange In | 股票-金融 | 0.72% | -0.16% | +0.15% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.71% | +0.39% | NEW | |
| 43 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.69% | — | -1.19% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.68% | -0.39% | -8.92% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.68% | — | -0.24% | |
| 46 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.67% | -0.08% | -4.96% | |
| 47 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.67% | -0.07% | -2.49% | |
| 48 | FDX | Fedex CORP | 股票-工業 | 0.66% | — | -1.21% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.66% | +0.20% | -13.08% | |
| 50 | PLD | Prologis Inc | 股票-房地產 | 0.66% | -0.04% | -0.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | +0.5% | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | +0.5% | -1.39% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.4% | -1.43% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.94% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.4% | -3.95% | 減碼 |
| 6 | AVGO | Broadcom Inc | +0.3% | -18.28% | 減碼 |
| 7 | SUB | Ishares Short-term National | +0.3% | NEW | 新建倉 |
| 8 | IWB | Ishares Russell 1000 ETF | +0.3% | +6.09% | 加碼 |
| 9 | IWD | Ishares Russell 1000 Value E | +0.2% | +14.55% | 加碼 |
| 10 | SSNC | Ss&c Technologies Holdings | +0.2% | NEW | 新建倉 |
| 11 | IWF | Ishares Russell 1000 Growth | +0.2% | -3.86% | 減碼 |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | NEW | 新建倉 |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -1.26% | 減碼 |
| 14 | MS | Morgan Stanley | +0.2% | -5.34% | 減碼 |
| 15 | VUG | Vanguard Growth ETF | +0.2% | -0.65% | 減碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -6.71% | 減碼 |
| 17 | FISV | Fiserv Inc | +0.1% | -3.33% | 減碼 |
| 18 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +9.41% | 加碼 |
| 19 | GM | General Motors Co | +0.1% | -2.19% | 減碼 |
| 20 | MSFT | Microsoft CORP | 0% | -1.14% | 減碼 |
| 21 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.24% | 加碼 |
| 22 | NSC | Norfolk Southern CORP | 0% | -2.83% | 減碼 |
| 23 | LOW | Lowe's Cos Inc | -0.1% | -1.19% | 減碼 |
| 24 | XOM | Exxon Mobil CORP | -0.1% | +1.24% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | -0.1% | -0.24% | 減碼 |
| 26 | LHX | L3harris Technologies Inc | -0.1% | -1.25% | 減碼 |
| 27 | GILD | Gilead Sciences Inc | -0.1% | -24.36% | 減碼 |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | EXIT | 清倉 |
| 29 | AMP | Ameriprise Financial Inc | -0.1% | -31.48% | 減碼 |
| 30 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.16% | 減碼 |
| 31 | PLD | Prologis Inc | -0.1% | -0.51% | 減碼 |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -1.99% | 減碼 |
| 33 | DHR | Danaher CORP | -0.1% | -0.63% | 減碼 |
| 34 | ABBV | Abbvie Inc | -0.1% | -3.64% | 減碼 |
| 35 | HD | Home Depot Inc | -0.1% | -26.18% | 減碼 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -2.81% | 減碼 |
| 37 | NEE | Nextera Energy Inc | -0.1% | -3.08% | 減碼 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -23.01% | 減碼 |
| 39 | STLD | Steel Dynamics Inc | -0.1% | -8.23% | 減碼 |
| 40 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.59% | 加碼 |
| 41 | ADBE | Adobe Inc | -0.2% | -8.92% | 減碼 |
| 42 | NXST | Nexstar Media Group Inc | -0.2% | EXIT | 清倉 |
| 43 | PHM | Pultegroup Inc | -0.2% | +0.66% | 加碼 |
| 44 | LLY | Eli Lilly & Co | -0.2% | -13.08% | 減碼 |
| 45 | MCHP | Microchip Technology Inc | -0.2% | EXIT | 清倉 |
| 46 | PEP | Pepsico Inc | -0.3% | -19.49% | 減碼 |
| 47 | VLO | Valero Energy CORP | -0.4% | EXIT | 清倉 |
| 48 | MPC | Marathon Petroleum CORP | -0.5% | EXIT | 清倉 |
| 49 | BLKCHF | Blackrock Inc | -1.1% | EXIT | 清倉 |
| 50 | LRCXEUR | Lam Research CORP | -1.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，BTC Capital Management, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$16.5億，共申報了 199 個公開持股部位。
在 Q4 2024 季度，BTC Capital Management, Inc. 按市值排列的前三大核心持股分別為：BND (4.8%)、AAPL (4.7%)、MSFT (4.1%)。其中最大持股部位 BND 佔據整體投資組合約 4.8% 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
PH
市值: US$554.6萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$1266.6萬
在 Q4 2024 季度中，BTC Capital Management, Inc. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 7 個部位、減碼 32 個部位以及清倉 7 個部位。 其中最大新建倉標的為 PH。 本季清倉部位包含 LRCXEUR。
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。