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: 0001504304
申報總市值
US$4.5億
US$4.5億
161 檔
15.0%
Q1 2024 季度申報顯示，Bulldog Investors, LLP 揭露的美股組合總市值為 US$4.5億，涵蓋 161 個不同之權益投資部位。
Bulldog Investors, LLP 在 Q1 2024 進行了結構性的板塊輪動與部位換股。在開立 15 個全新部位及加碼 10 檔持股的同時，亦同步清倉 15 檔並減碼 9 檔標的。
整體而言，Bulldog Investors, LLP 的前 5 大持股（包含 STEW, GAM, KTF）貢獻了組合市值的 15.0%，形成該機構在 Q1 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 | STEW | Srh Total Return Fund Inc | 股票-其他 | 6.11% | +0.35% | -9.78% | |
| 2 | GAM | General American Investors | 股票-其他 | 4.99% | +0.26% | — | |
| 3 | KTF | Dws Municipal Income Trust | 股票-其他 | 4.18% | — | +7.21% | |
| 4 | CION | Cion Investment CORP | 股票-其他 | 3.73% | -0.25% | -0.54% | |
| 5 | CET | Central Securities CORP | 股票-其他 | 3.48% | +0.74% | +0.85% | |
| 6 | TPL | Texas Pacific Land CORP | 股票-能源 | 2.52% | -0.23% | +200.00% | |
| 7 | NBXG | Neuberger Next Generation Co | 股票-其他 | 2.46% | +0.88% | -0.31% | |
| 8 | ✓ | Bny Mellon Mun Income Inc Com | 股票-其他 | 2.15% | — | +4.29% | |
| 9 | ✓ | Inflection Pt Acquisitn Crp | 股票-其他 | 2.14% | — | +9.07% | |
| 10 | FSK | Fs Kkr Capital CORP | 股票-金融 | 2.05% | -1.16% | EXIT | |
| 11 | ✓ | Haymaker Acquisition CORP Iv | 股票-其他 | 1.97% | — | -4.81% | |
| 12 | ✓ | Ap Acquisition CORP | 股票-其他 | 1.85% | — | -5.83% | |
| 13 | ✓ | Global Lights Acquisition Co | 股票-其他 | 1.83% | — | +38.48% | |
| 14 | ✓ | Screaming Eagle Acquisitn Co | 股票-其他 | 1.74% | — | -56.20% | |
| 15 | ZTR | Virtus Total Return Fund Inc | 股票-其他 | 1.69% | — | -3.90% | |
| 16 | XENWX | Eaton Vance New York Municip | 股票-其他 | 1.68% | — | -9.38% | |
| 17 | ✓ | Colombier Acquisition CORP I | 股票-其他 | 1.59% | — | — | |
| 18 | EMO | Clearbridge Energy Midstream | 股票-其他 | 1.57% | — | — | |
| 19 | ✓ | Ib Acquisition CORP | 股票-其他 | 1.53% | — | — | |
| 20 | XCMUX | Mfs High Yield Municipal Tr | 股票-其他 | 1.52% | -2.84% | EXIT | |
| 21 | ✓ | 股票-其他 | 1.47% | — | +1083.65% | ||
| 22 | ✓ | Dws Strategic Mun Income Tr | 股票-其他 | 1.47% | — | +15.52% | |
| 23 | ARES | Ares Management Corporation | 股票-金融 | 1.39% | — | -6.83% | |
| 24 | TMLP | Tortoise MLP ETF | ETF-其他 | 1.32% | — | -15.31% | |
| 25 | ✓ | 99 Acquisition Group Inc | 股票-其他 | 1.31% | — | -7.75% | |
| 26 | TWN | Taiwan Fund Inc/th/md-us Inc | 股票-其他 | 1.31% | — | -56.68% | |
| 27 | ✓ | Ai Transn Acquisition CORP | 股票-其他 | 1.31% | — | — | |
| 28 | SVACW | Spring Valley Acquisition Corp. III | 股票-其他 | 1.26% | — | -29.21% | |
| 29 | NBR | Nabors Industries Ltd. | 股票-其他 | 1.23% | — | +219.05% | |
| 30 | ✓ | Alchemy Invts Acquisitn CORP | 股票-其他 | 1.20% | — | -10.88% | |
| 31 | XNDPX | Tortoise Energy Independence | 股票-其他 | 1.16% | — | +0.62% | |
| 32 | XCXHX | Mfs Investment Grade Muni | 股票-其他 | 1.15% | -2.13% | EXIT | |
| 33 | ✓ | 股票-其他 | 1.09% | — | -8.99% | ||
| 34 | HFRO | Highland Opport & Income | 股票-其他 | 1.09% | +0.01% | +50.94% | |
| 35 | PGZ | Principal Real Estate Income | 股票-其他 | 1.02% | — | -0.89% | |
| 36 | XGDVX | Gabelli Dividend & Income Tr | 股票-其他 | 1.01% | +0.13% | +8.09% | |
| 37 | BBDC | Barings Bdc Inc | 股票-其他 | 0.94% | +0.01% | -40.91% | |
| 38 | DSM | Bnym Strat Muni Bnd | 股票-其他 | 0.92% | -0.41% | +1.11% | |
| 39 | TBMC | Trailblazer Merger CORP I | 股票-其他 | 0.91% | — | -43.57% | |
| 40 | CEE | Central And Eastern Europe F | 股票-其他 | 0.91% | — | +6.10% | |
| 41 | CPTAUSD | Logan Ridge Finance CORP | 股票-其他 | 0.88% | — | +0.65% | |
| 42 | ✓ | Legato Merger CORP Iii | 股票-其他 | 0.88% | — | — | |
| 43 | QETA | Quetta Acquisition CORP | 股票-其他 | 0.88% | — | -7.99% | |
| 44 | ✓ | Clearbridge Mlp And Midstrm | 股票-其他 | 0.79% | — | — | |
| 45 | NPACW | New Providence Acquisition Corp. III | 股票-其他 | 0.76% | — | — | |
| 46 | FORL | Four Leaf Acquisition Cor-a | 股票-其他 | 0.75% | — | -7.68% | |
| 47 | ✓ | Cartica Acquisition CORP | 股票-其他 | 0.74% | — | +622.54% | |
| 48 | AIEV | Thunder Power Holdings Inc | 股票-其他 | 0.73% | — | +47.00% | |
| 49 | UCFI | Cn Healthy Food Tech Group C | 股票-其他 | 0.71% | +0.01% | NEW | |
| 50 | XHTAX | Invesco Hi Inc 2024 Trgt Trm | 股票-其他 | 0.68% | — | -3.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Colombier Acquisition CORP I | +1.6% | NEW | 新建倉 |
| 2 | EMO | Clearbridge Energy Midstream | +1.6% | NEW | 新建倉 |
| 3 | ✓ | Ib Acquisition CORP | +1.5% | NEW | 新建倉 |
| 4 | ✓ | +1.4% | +1083.65% | 加碼 | |
| 5 | ✓ | Ai Transn Acquisition CORP | +1.3% | NEW | 新建倉 |
| 6 | ✓ | Legato Merger CORP Iii | +0.9% | NEW | 新建倉 |
| 7 | NBR | Nabors Industries Ltd. | +0.9% | +219.05% | 加碼 |
| 8 | ✓ | Clearbridge Mlp And Midstrm | +0.8% | NEW | 新建倉 |
| 9 | NPACW | New Providence Acquisition Corp. III | +0.8% | NEW | 新建倉 |
| 10 | UCFI | Cn Healthy Food Tech Group C | +0.7% | NEW | 新建倉 |
| 11 | ✓ | Cartica Acquisition CORP | +0.6% | +622.54% | 加碼 |
| 12 | AFB | Allianceberstein Ntl Muni | +0.6% | NEW | 新建倉 |
| 13 | ✓ | Global Lights Acquisition Co | +0.5% | +38.48% | 加碼 |
| 14 | NBH | Neuberger Municipal Fund Inc | +0.5% | +493.68% | 加碼 |
| 15 | ✓ | Aimei Acq Crp; Tnt Acq Dt: 12/02/2024; Cash: $10.10 | +0.5% | NEW | 新建倉 |
| 16 | XHIEX | Miller/howard High Income Eq | +0.5% | NEW | 新建倉 |
| 17 | RWAY | Runway Growth Finance CORP | +0.4% | NEW | 新建倉 |
| 18 | HP5A | Equity Commonwealth | +0.4% | NEW | 新建倉 |
| 19 | FSK | Fs Kkr Capital CORP | +0.4% | +30.81% | 加碼 |
| 20 | GAM | General American Investors | +0.4% | — | 不變 |
| 21 | CET | Central Securities CORP | +0.4% | +0.85% | 加碼 |
| 22 | KTF | Dws Municipal Income Trust | +0.4% | +7.21% | 加碼 |
| 23 | ✓ | Spark I Acquisition CORP | +0.3% | +205.36% | 加碼 |
| 24 | M | Macy's, Inc. | +0.3% | NEW | 新建倉 |
| 25 | ✓ | +0.3% | NEW | 新建倉 | |
| 26 | ✓ | Virtus Convertible & Inc 202 | +0.3% | +641.31% | 加碼 |
| 27 | ✓ | Tmt Acquisition CORP | -0.3% | -84.27% | 減碼 |
| 28 | ✓ | Israel Acquisitions Corp | -0.3% | EXIT | 清倉 |
| 29 | XBFZX | Blackrock Ca Muni Inc Tr | -0.4% | -38.33% | 減碼 |
| 30 | RWT | Redwood Trust, Inc. | -0.4% | EXIT | 清倉 |
| 31 | ECAT | Blackrock Esg Cap All Trm Tr | -0.4% | EXIT | 清倉 |
| 32 | MSD | Morgan Stanley Emrg Mkt Debt | -0.4% | EXIT | 清倉 |
| 33 | ✓ | -0.4% | EXIT | 清倉 | |
| 34 | CCXI | Churchill Capital Corp XI | -0.4% | EXIT | 清倉 |
| 35 | ✓ | Pono Capital T-a Equity | -0.5% | EXIT | 清倉 |
| 36 | SVACW | Spring Valley Acquisition Corp. III | -0.5% | -29.21% | 減碼 |
| 37 | BBDC | Barings Bdc Inc | -0.5% | -40.91% | 減碼 |
| 38 | PLMKW | Plum Acquisition Corp. IV | -0.6% | EXIT | 清倉 |
| 39 | JFR | Nuveen Floating Rate Income | -0.7% | EXIT | 清倉 |
| 40 | TBMC | Trailblazer Merger CORP I | -0.7% | -43.57% | 減碼 |
| 41 | ✓ | -0.8% | EXIT | 清倉 | |
| 42 | NXG | Nxg Nextgen Infrastr Inc | -0.8% | -80.44% | 減碼 |
| 43 | ✓ | -1% | -77.68% | 減碼 | |
| 44 | CGCFU | Cartesian Growth Corporation IV Unit | -1% | EXIT | 清倉 |
| 45 | VG | Venture Global, Inc. | -1.1% | EXIT | 清倉 |
| 46 | ✓ | Chenghe Acquisition Co | -1.2% | EXIT | 清倉 |
| 47 | TWN | Taiwan Fund Inc/th/md-us Inc | -1.3% | -56.68% | 減碼 |
| 48 | GTEN | Gores Holdings X, Inc. | -1.6% | EXIT | 清倉 |
| 49 | ✓ | Colombier Acquisition CORP I | -1.7% | EXIT | 清倉 |
| 50 | ✓ | Screaming Eagle Acquisitn Co | -2.2% | -56.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bulldog Investors, LLP 在 Q1 2024 季度的美股持倉總市值約為 US$4.5億，共申報了 161 個公開持股部位。
在 Q1 2024 季度，Bulldog Investors, LLP 按市值排列的前三大核心持股分別為：STEW (6.1%)、GAM (5.0%)、KTF (4.2%)。其中最大持股部位 STEW 佔據整體投資組合約 6.1% 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
COLOMBIER ACQUISITION CORP I
市值: US$482.3萬
本季最大獲利了結 / 清倉標的
COLOMBIER ACQUISITION CORP I
前期市值: US$511.5萬
在 Q1 2024 季度中，Bulldog Investors, LLP 共進行了 49 項持倉異動，包含新建倉 15 個部位、加碼 10 個部位、減碼 9 個部位以及清倉 15 個部位。 其中最大新建倉標的為 COLOMBIER ACQUISITION CORP I。 本季清倉部位包含 COLOMBIER ACQUISITION CORP I。
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。
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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。