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。
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CIK: 0001839498
申報總市值
US$2.5億
US$2.5億
38 檔
26.5%
截至 Q4 2024 季度末，DCM Advisors, LLC 的美股持倉估值約為 US$2.5億，全數申報部位共有 38 檔。
在 Q4 2024，DCM Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 34 個既有持股進行加碼（合計增持 34 檔），相較減碼與清倉部位顯著佔優。
整體而言，DCM Advisors, LLC 的前 5 大持股（包含 AAPL, MSFT, META）貢獻了組合市值的 26.5%，形成該機構在 Q4 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 | AAPL | Apple Inc | 股票-科技 | 8.75% | +0.13% | +23.72% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.90% | -0.45% | +20.01% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.51% | -0.51% | +17.24% | |
| 4 | DIS | Walt Disney Co/the | 股票-通訊服務 | 4.77% | -0.26% | +5.21% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 4.57% | -0.29% | +10.69% | |
| 6 | GS | Goldman Sachs Group Inc | 股票-金融 | 4.56% | +0.31% | +5.94% | |
| 7 | AXP | American Express Co | 股票-金融 | 4.53% | +0.04% | +7.50% | |
| 8 | RH | Rh | 股票-循環性消費 | 4.31% | +0.18% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.28% | -0.49% | +47.49% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 4.13% | +0.22% | +7.47% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 4.09% | +0.59% | +5.40% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 3.85% | -0.26% | +5.10% | |
| 13 | AIG | American International Group | 股票-金融 | 3.84% | -0.26% | +5.48% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.80% | +0.06% | +5.45% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.67% | — | +13.72% | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 3.01% | -0.85% | +5.35% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.41% | +0.09% | +3.88% | |
| 18 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.31% | -0.24% | +9.65% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 2.28% | -0.38% | +19.35% | |
| 20 | CSX | Csx CORP | 股票-工業 | 1.71% | +0.10% | +5.55% | |
| 21 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.61% | +0.68% | +15.47% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.51% | -0.36% | +0.47% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.35% | +0.08% | +3.77% | |
| 24 | PM | Philip Morris International | 股票-非循環性消費 | 1.28% | -0.03% | +0.25% | |
| 25 | BA | Boeing Co/the | 股票-工業 | 1.14% | -0.03% | +18.37% | |
| 26 | PSX | Phillips 66 | 股票-能源 | 1.11% | -0.28% | +4.96% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.04% | -0.21% | +11.31% | |
| 28 | USB | US Bancorp | 股票-金融 | 1.00% | -0.79% | EXIT | |
| 29 | T | At&t Inc | 股票-通訊服務 | 0.99% | -0.39% | +7.45% | |
| 30 | COP | Conocophillips | 股票-能源 | 0.90% | -0.32% | +7.78% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.17% | +34.56% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.89% | -0.28% | +0.17% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | -0.05% | +8.05% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 0.37% | +1.55% | +22.15% | |
| 35 | SIRI | Sirius Xm Holdings Inc | 股票-通訊服務 | 0.30% | — | — | |
| 36 | ARCC | Ares Capital CORP | 股票-金融 | 0.22% | -0.02% | -1.07% | |
| 37 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.16% | -0.02% | -0.68% | |
| 38 | LUMN | Lumen Technologies Inc | 股票-通訊服務 | 0.10% | — | +45.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.6% | +23.72% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.5% | +47.49% | 加碼 |
| 3 | WFC | Wells Fargo & Co | +0.7% | +5.10% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.6% | +20.01% | 加碼 |
| 5 | MS | Morgan Stanley | +0.6% | +5.40% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.6% | +13.72% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.6% | +17.24% | 加碼 |
| 8 | DIS | Walt Disney Co/the | +0.6% | +5.21% | 加碼 |
| 9 | GS | Goldman Sachs Group Inc | +0.6% | +5.94% | 加碼 |
| 10 | BAC | Bank Of America CORP | +0.4% | +7.47% | 加碼 |
| 11 | AXP | American Express Co | +0.4% | +7.50% | 加碼 |
| 12 | RH | Rh | +0.4% | — | 不變 |
| 13 | BA | Boeing Co/the | +0.3% | +18.37% | 加碼 |
| 14 | NVDA | Nvidia CORP | +0.2% | +34.56% | 加碼 |
| 15 | RTX | Rtx CORP | +0.1% | +19.35% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +3.77% | 加碼 |
| 17 | T | At&t Inc | 0% | +7.45% | 加碼 |
| 18 | ORCL | Oracle CORP | 0% | +10.69% | 加碼 |
| 19 | PFE | Pfizer Inc | 0% | +22.15% | 加碼 |
| 20 | LUMN | Lumen Technologies Inc | — | +45.71% | 加碼 |
| 21 | OBDC | Blue Owl Capital CORP | 0% | -0.68% | 減碼 |
| 22 | USB | US Bancorp | 0% | +0.15% | 加碼 |
| 23 | PG | Procter & Gamble Co/the | 0% | +8.05% | 加碼 |
| 24 | ARCC | Ares Capital CORP | 0% | -1.07% | 減碼 |
| 25 | SIRI | Sirius Xm Holdings Inc | 0% | — | 不變 |
| 26 | COP | Conocophillips | -0.1% | +7.78% | 加碼 |
| 27 | PEP | Pepsico Inc | -0.1% | +11.31% | 加碼 |
| 28 | AIG | American International Group | -0.1% | +5.48% | 加碼 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | EXIT | 清倉 |
| 30 | PM | Philip Morris International | -0.1% | +0.25% | 加碼 |
| 31 | PYPL | Paypal Holdings Inc | -0.1% | EXIT | 清倉 |
| 32 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | EXIT | 清倉 |
| 33 | AVGO | Broadcom Inc | -0.1% | EXIT | 清倉 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +5.45% | 加碼 |
| 35 | CSX | Csx CORP | -0.2% | +5.55% | 加碼 |
| 36 | UNP | Union Pacific CORP | -0.2% | EXIT | 清倉 |
| 37 | VZ | Verizon Communications Inc | -0.2% | +0.17% | 加碼 |
| 38 | MCD | Mcdonald's CORP | -0.2% | +0.47% | 加碼 |
| 39 | PSX | Phillips 66 | -0.2% | +4.96% | 加碼 |
| 40 | CRM | Salesforce Inc | -0.2% | EXIT | 清倉 |
| 41 | LNG | Cheniere Energy Inc | -0.3% | EXIT | 清倉 |
| 42 | MA | Mastercard Inc - A | -0.3% | EXIT | 清倉 |
| 43 | SWVXX | Schwa Prime Adv Money Fd-inv | -0.3% | EXIT | 清倉 |
| 44 | MPC | Marathon Petroleum CORP | -0.3% | +9.65% | 加碼 |
| 45 | ABBV | Abbvie Inc | -0.4% | +3.88% | 加碼 |
| 46 | IRM | Iron Mountain Inc | -0.4% | EXIT | 清倉 |
| 47 | V | Visa Inc-class A Shares | -0.4% | EXIT | 清倉 |
| 48 | CMCSA | Comcast Corp-class A | -0.4% | +5.35% | 加碼 |
| 49 | AMZN | Amazon.com Inc | -0.4% | EXIT | 清倉 |
| 50 | CVS | Cvs Health CORP | -0.6% | +15.47% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，DCM Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.5億，共申報了 38 個公開持股部位。
在 Q4 2024 季度，DCM Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (8.8%)、MSFT (7.9%)、META (5.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.8% 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。
本季最大獲利了結 / 清倉標的
NFLX
前期市值: US$404.1萬
在 Q4 2024 季度中，DCM Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 34 個部位、減碼 2 個部位以及清倉 14 個部位。 本季清倉部位包含 NFLX。
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。