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: 0001800752
申報總市值
US$20.3億
US$20.3億
359 檔
10.1%
Q3 2024 季度申報顯示，Certuity, LLC 揭露的美股組合總市值為 US$20.3億，涵蓋 359 個不同之權益投資部位。
Certuity, LLC 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 28 個全新部位及加碼 66 檔持股的同時，亦同步清倉 31 檔並減碼 70 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 GE, C, AAPL）占據了總市值的 10.1%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 359 檔）
| # | 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 | GE | General Electric | 股票-工業 | 6.29% | -0.02% | +0.18% | |
| 2 | C | Citigroup Inc | 股票-金融 | 5.68% | -0.46% | +14.32% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.03% | +0.77% | -28.35% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.10% | -0.48% | +47.20% | |
| 5 | MU | Micron Technology Inc | 股票-科技 | 2.96% | +9.34% | -0.17% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.69% | — | -82.51% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.68% | -0.27% | -50.86% | |
| 8 | OMF | Onemain Holdings Inc | 股票-金融 | 2.54% | -0.47% | -0.01% | |
| 9 | MS | Morgan Stanley | 股票-金融 | 2.28% | -0.10% | +0.26% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.28% | -11.41% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.24% | -0.06% | -63.85% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.14% | -0.19% | -0.04% | |
| 13 | PNC | Pnc Financial Services Group | 股票-金融 | 2.06% | -0.16% | -1.21% | |
| 14 | WFC | Wells Fargo & Co | 股票-金融 | 1.87% | -0.36% | +0.10% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.81% | -0.15% | +4.50% | |
| 16 | NFRA | Flexshares Stoxx Global Broa | ETF-其他 | 1.74% | -0.28% | — | |
| 17 | FLG | Flagstar Bank NA | 股票-金融 | 1.51% | -0.27% | — | |
| 18 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.36% | -0.19% | -1.00% | |
| 19 | F | Ford Motor Co | 股票-循環性消費 | 1.32% | -0.10% | -0.06% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | -1.16% | EXIT | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.22% | -0.09% | +6.92% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.22% | -0.12% | +12.16% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.05% | +7.62% | |
| 24 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.09% | -0.39% | +1.99% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.06% | -0.10% | -74.88% | |
| 26 | ABR | Arbor Realty Trust Inc | 股票-房地產 | 1.01% | -0.14% | +100.00% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.95% | -0.58% | -10.62% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.88% | -0.13% | -91.18% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | -0.12% | -27.08% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.84% | -0.14% | +214.74% | |
| 31 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 0.84% | -0.21% | -1.80% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.81% | -0.04% | +5.58% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.74% | -0.05% | -41.39% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | -0.18% | +1.63% | |
| 35 | T | At&t Inc | 股票-通訊服務 | 0.69% | -0.26% | -0.34% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | +0.02% | -48.92% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | -0.07% | +51.57% | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | +0.01% | -56.02% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.61% | +0.02% | +0.04% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.55% | +0.19% | +752.31% | |
| 41 | GEV | GE Vernova Inc | 股票-工業 | 0.53% | — | +989.83% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.51% | -0.01% | +2.21% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.09% | +8.18% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | -0.03% | +8.61% | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.48% | -0.10% | +5.14% | |
| 46 | OBDC | Blue Owl Capital Corporation | 股票-金融 | 0.48% | — | +80.36% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.43% | +1.32% | +1545.44% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.42% | -0.04% | +3.22% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.42% | +0.01% | -5.87% | |
| 50 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.40% | -0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +2.4% | +0.18% | 加碼 |
| 2 | C | Citigroup Inc | +2% | +14.32% | 加碼 |
| 3 | NFRA | Flexshares Stoxx Global Broa | +1.7% | NEW | 新建倉 |
| 4 | NVDA | Nvidia CORP | +1.5% | +47.20% | 加碼 |
| 5 | FLG | Flagstar Bank NA | +1.5% | NEW | 新建倉 |
| 6 | PNC | Pnc Financial Services Group | +0.8% | -1.21% | 減碼 |
| 7 | MS | Morgan Stanley | +0.7% | +0.26% | 加碼 |
| 8 | BMY | Bristol-myers Squibb Co | +0.7% | +214.74% | 加碼 |
| 9 | ABR | Arbor Realty Trust Inc | +0.7% | +100.00% | 加碼 |
| 10 | OMF | Onemain Holdings Inc | +0.6% | -0.01% | 減碼 |
| 11 | GEV | GE Vernova Inc | +0.5% | +989.83% | 加碼 |
| 12 | PANW | Palo Alto Networks Inc | +0.5% | +752.31% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.5% | +4.50% | 加碼 |
| 14 | WFC | Wells Fargo & Co | +0.4% | +0.10% | 加碼 |
| 15 | SCHG | Schwab US Large-cap Growth | +0.4% | +6.92% | 加碼 |
| 16 | INTC | Intel CORP | +0.4% | +1545.44% | 加碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.4% | +7.62% | 加碼 |
| 18 | FCX | Freeport-mcmoran Inc | +0.4% | -1.00% | 減碼 |
| 19 | VZ | Verizon Communications Inc | +0.4% | +1.99% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.3% | +12.16% | 加碼 |
| 21 | MSFT | Microsoft CORP | +0.3% | -11.41% | 減碼 |
| 22 | MA | Mastercard Inc - A | +0.3% | +5.58% | 加碼 |
| 23 | GOOG | Alphabet Inc-cl C | +0.3% | +51.57% | 加碼 |
| 24 | AAPL | Apple Inc | +0.3% | -28.35% | 減碼 |
| 25 | OBDC | Blue Owl Capital Corporation | +0.3% | +80.36% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | +0.3% | +1.63% | 加碼 |
| 27 | T | At&t Inc | +0.3% | -0.34% | 減碼 |
| 28 | IWB | Ishares Russell 1000 ETF | +0.2% | +264.08% | 加碼 |
| 29 | TSLA | Tesla Inc | +0.2% | +5.14% | 加碼 |
| 30 | VOO | Vanguard S&p 500 ETF | +0.2% | -10.62% | 減碼 |
| 31 | MU | Micron Technology Inc | +0.2% | -0.17% | 減碼 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +8.18% | 加碼 |
| 33 | IWM | Ishares Russell 2000 ETF | +0.2% | +8.61% | 加碼 |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +2.21% | 加碼 |
| 35 | F | Ford Motor Co | +0.2% | -0.06% | 減碼 |
| 36 | ADP | Automatic Data Processing | +0.2% | +3.22% | 加碼 |
| 37 | CART | Maplebear Inc | +0.2% | NEW | 新建倉 |
| 38 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | 新建倉 |
| 39 | TPL | Texas Pacific Land CORP | +0.1% | NEW | 新建倉 |
| 40 | CSCO | Cisco Systems Inc | +0.1% | +35.51% | 加碼 |
| 41 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | — | 不變 |
| 42 | JNJ | Johnson & Johnson | +0.1% | +24.98% | 加碼 |
| 43 | COO | Cooper Cos Inc/the | +0.1% | -3.09% | 減碼 |
| 44 | DGRS | Wisdomtree U.s. Smallcap Qua | +0.1% | +55.44% | 加碼 |
| 45 | TYG | Tortoise Energy Infrastruct | +0.1% | — | 不變 |
| 46 | IQV | Iqvia Holdings Inc | +0.1% | -0.10% | 減碼 |
| 47 | LLY | Eli Lilly & Co | +0.1% | +30.52% | 加碼 |
| 48 | CMCSA | Comcast Corp-class A | +0.1% | -21.72% | 減碼 |
| 49 | IWV | Ishares Russell 3000 ETF | +0.1% | +0.25% | 加碼 |
| 50 | ANETEUR | Arista Networks Inc | +0.1% | -4.86% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Certuity, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$20.3億，共申報了 359 個公開持股部位。
在 Q3 2024 季度，Certuity, LLC 按市值排列的前三大核心持股分別為：GE (6.3%)、C (5.7%)、AAPL (4.0%)。其中最大持股部位 GE 佔據整體投資組合約 6.3% 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
NFRA
市值: US$1612.7萬
本季最大獲利了結 / 清倉標的
ITOT
前期市值: US$285.1萬
在 Q3 2024 季度中，Certuity, LLC 共進行了 195 項持倉異動，包含新建倉 28 個部位、加碼 66 個部位、減碼 70 個部位以及清倉 31 個部位。 其中最大新建倉標的為 NFRA。 本季清倉部位包含 ITOT。
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。