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: 0001568280
申報總市值
US$50.5億
US$50.5億
74 檔
13.1%
在 Q3 2024 申報期間，BW Gestao de Investimentos Ltda.（CIK: 0001568280）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$50.5億，共持有 74 個公開申報部位。
觀察 Q3 2024 的資金脈絡，BW Gestao de Investimentos Ltda. 在獲利結算 27 檔個股的同時，將資本重新部署至 27 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，BW Gestao de Investimentos Ltda. 的前 5 大核心持股（包含 IWM, SLV, HYG 等）合計佔整體申報市值的 13.1%，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 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 24.10% | -5.08% | -13.33% | |
| 2 | SLV | Ishares Silver Trust | ETF-避險與商品 | 8.35% | -0.54% | EXIT | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 5.62% | — | — | |
| 4 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 4.34% | -0.71% | +18.18% | |
| 5 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 4.00% | — | +125.00% | |
| 6 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 4.00% | — | — | |
| 7 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 3.42% | -0.97% | -13.57% | |
| 8 | XRT | Ss Spdr S&p Retail ETF | ETF-其他 | 2.72% | — | +1566.67% | |
| 9 | RBA | Rb Global Inc | 股票-工業 | 2.56% | -1.17% | -25.83% | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 2.22% | — | -53.23% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.18% | +9.50% | -83.66% | |
| 12 | AER | AerCap Holdings N.V. | 股票-工業 | 1.85% | -0.18% | EXIT | |
| 13 | GLOB | Globant S.A. | 股票-科技 | 1.83% | -0.45% | — | |
| 14 | STNE | StoneCo Ltd. | 股票-其他 | 1.46% | — | +8.82% | |
| 15 | VALE | Vale Sa-sp Adr | 股票-原物料 | 1.40% | -0.26% | EXIT | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | -0.06% | +7.80% | |
| 17 | ARKK | Ark Innovation ETF | ETF-其他 | 1.33% | -0.20% | EXIT | |
| 18 | NTNX | Nutanix Inc - A | 股票-科技 | 1.19% | -0.85% | +10.73% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.16% | — | — | |
| 20 | KMX | Carmax Inc | 股票-循環性消費 | 1.08% | +0.04% | NEW | |
| 21 | ✓ | Ci&t Inc | 股票-其他 | 1.06% | -0.20% | +4.72% | |
| 22 | SNOW | Snowflake Inc | 股票-科技 | 0.96% | -0.08% | — | |
| 23 | ECL | Ecolab Inc | 股票-原物料 | 0.95% | +0.07% | +70.97% | |
| 24 | PRGO | Perrigo Company plc | 股票-醫療保健 | 0.95% | -0.16% | EXIT | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.95% | +0.03% | NEW | |
| 26 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.94% | -0.47% | +440.00% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.91% | — | -54.39% | |
| 28 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.88% | — | -49.72% | |
| 29 | BX | Blackstone Inc | 股票-金融 | 0.88% | -0.25% | -64.81% | |
| 30 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 0.87% | -0.22% | EXIT | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | +0.95% | +36.23% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.76% | — | — | |
| 33 | BIRK | Birkenstock Holding plc | 股票-其他 | 0.69% | -0.14% | +263.42% | |
| 34 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.68% | — | -65.18% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.67% | — | -26.60% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.66% | — | -38.19% | |
| 37 | PM | Philip Morris International | 股票-非循環性消費 | 0.65% | +0.05% | NEW | |
| 38 | KR | Kroger Co | 股票-非循環性消費 | 0.64% | +0.07% | NEW | |
| 39 | ALB | Albemarle CORP | 股票-原物料 | 0.60% | -0.25% | EXIT | |
| 40 | AMBP | Ardagh Metal Packaging S.A. | 股票-其他 | 0.53% | — | -6.17% | |
| 41 | WCN | Waste Connections Inc | 股票-工業 | 0.52% | -0.07% | -8.60% | |
| 42 | PLNT | Planet Fitness Inc - Cl A | 股票-循環性消費 | 0.51% | +0.42% | -69.39% | |
| 43 | CLVT | Clarivate Plc | 股票-其他 | 0.51% | -0.07% | — | |
| 44 | CZR | Caesars Entertainment Inc | 股票-循環性消費 | 0.48% | — | +121.46% | |
| 45 | AAP | Advance Auto Parts Inc | 股票-循環性消費 | 0.45% | +0.30% | NEW | |
| 46 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.45% | +0.32% | +13.20% | |
| 47 | CCI | Crown Castle Inc | 股票-房地產 | 0.41% | — | -62.07% | |
| 48 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.38% | +0.14% | NEW | |
| 49 | GFR | Greenfire Resources LTD | 股票-其他 | 0.34% | — | +297.74% | |
| 50 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.33% | — | +175.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +5.6% | NEW | 新建倉 |
| 2 | ASHR | Xtrackers Harvest Csi 300 Ch | +4% | NEW | 新建倉 |
| 3 | IWM | Ishares Russell 2000 ETF | +3.8% | -13.33% | 減碼 |
| 4 | ITB | Ishares U.s. Home Constructi | +2.9% | +125.00% | 加碼 |
| 5 | XRT | Ss Spdr S&p Retail ETF | +2.6% | +1566.67% | 加碼 |
| 6 | SLV | Ishares Silver Trust | +2.2% | — | 不變 |
| 7 | CPRI | Capri Holdings Limited | +2.1% | +18.18% | 加碼 |
| 8 | GLOB | Globant S.A. | +1.8% | NEW | 新建倉 |
| 9 | IWR | Ishares Russell Mid-cap ETF | +1.2% | NEW | 新建倉 |
| 10 | KMX | Carmax Inc | +1.1% | NEW | 新建倉 |
| 11 | PRGO | Perrigo Company plc | +1% | NEW | 新建倉 |
| 12 | THC | Tenet Healthcare CORP | +0.9% | -13.57% | 減碼 |
| 13 | FOUR | Shift4 Payments Inc-class A | +0.9% | NEW | 新建倉 |
| 14 | FCX | Freeport-mcmoran Inc | +0.8% | +440.00% | 加碼 |
| 15 | VALE | Vale Sa-sp Adr | +0.8% | +67.60% | 加碼 |
| 16 | DVY | Ishares Select Dividend ETF | +0.8% | NEW | 新建倉 |
| 17 | ECL | Ecolab Inc | +0.5% | +70.97% | 加碼 |
| 18 | BIRK | Birkenstock Holding plc | +0.5% | +263.42% | 加碼 |
| 19 | CLVT | Clarivate Plc | +0.5% | NEW | 新建倉 |
| 20 | ✓ | Ci&t Inc | +0.4% | +4.72% | 加碼 |
| 21 | TECK | Teck Resources Ltd-cls B | +0.4% | NEW | 新建倉 |
| 22 | NTNX | Nutanix Inc - A | +0.4% | +10.73% | 加碼 |
| 23 | AER | AerCap Holdings N.V. | +0.4% | -3.37% | 減碼 |
| 24 | NVDA | Nvidia CORP | +0.3% | +7.80% | 加碼 |
| 25 | MSFT | Microsoft CORP | +0.3% | +36.23% | 加碼 |
| 26 | STNE | StoneCo Ltd. | +0.3% | +8.82% | 加碼 |
| 27 | CZR | Caesars Entertainment Inc | +0.3% | +121.46% | 加碼 |
| 28 | ALB | Albemarle CORP | +0.3% | +63.50% | 加碼 |
| 29 | GFR | Greenfire Resources LTD | +0.3% | +297.74% | 加碼 |
| 30 | CP | Canadian Pacific Kansas City | +0.2% | +175.00% | 加碼 |
| 31 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | 新建倉 |
| 32 | KR | Kroger Co | +0.2% | — | 不變 |
| 33 | SGML | Sigma Lithium CORP | +0.2% | NEW | 新建倉 |
| 34 | CLS | Celestica Inc | +0.2% | NEW | 新建倉 |
| 35 | JBL | Jabil Inc | +0.2% | NEW | 新建倉 |
| 36 | DUK | Duke Energy CORP | +0.2% | NEW | 新建倉 |
| 37 | MU | Micron Technology Inc | +0.2% | NEW | 新建倉 |
| 38 | ARCO | Arcos Dorados Holdings Inc. | +0.2% | NEW | 新建倉 |
| 39 | PM | Philip Morris International | +0.1% | -15.56% | 減碼 |
| 40 | AMZN | Amazon.com Inc | +0.1% | +13.20% | 加碼 |
| 41 | AMBP | Ardagh Metal Packaging S.A. | +0.1% | -6.17% | 減碼 |
| 42 | FLEX | Flex Ltd. | +0.1% | NEW | 新建倉 |
| 43 | AEM | Agnico Eagle Mines LTD | +0.1% | NEW | 新建倉 |
| 44 | UAL | United Airlines Holdings Inc | +0.1% | NEW | 新建倉 |
| 45 | WCN | Waste Connections Inc | +0.1% | -8.60% | 減碼 |
| 46 | DAL | Delta Air Lines Inc | +0.1% | NEW | 新建倉 |
| 47 | LUV | Southwest Airlines Co | +0.1% | NEW | 新建倉 |
| 48 | AAL | American Airlines Group Inc | +0.1% | NEW | 新建倉 |
| 49 | SNOW | Snowflake Inc | +0.1% | — | 不變 |
| 50 | AAPL | Apple Inc | +0.1% | +42.35% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，BW Gestao de Investimentos Ltda. 在 Q3 2024 季度的美股持倉總市值約為 US$50.5億，共申報了 74 個公開持股部位。
在 Q3 2024 季度，BW Gestao de Investimentos Ltda. 按市值排列的前三大核心持股分別為：IWM (24.1%)、SLV (8.3%)、HYG (5.6%)。其中最大持股部位 IWM 佔據整體投資組合約 24.1% 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
HYG
市值: US$8030.0萬
本季最大獲利了結 / 清倉標的
QQQ
前期市值: US$8624.0萬
在 Q3 2024 季度中，BW Gestao de Investimentos Ltda. 共進行了 97 項持倉異動，包含新建倉 27 個部位、加碼 19 個部位、減碼 24 個部位以及清倉 27 個部位。 其中最大新建倉標的為 HYG。 本季清倉部位包含 QQQ。
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。