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: 0001729673
申報總市值
US$16.0億
US$16.0億
102 檔
15.0%
在 Q3 2024 申報期間，DDD Partners, LLC（CIK: 0001729673）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$16.0億，共持有 102 個公開申報部位。
Q3 2024 數據顯示 DDD Partners, LLC 積極進場，新開立 3 個部位並同步加碼 29 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 BRK-B, MSFT, AAPL）累計市值佔比達 15.0%，是驅動 DDD Partners, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.78% | -0.25% | +0.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.97% | -3.31% | -12.02% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.45% | +0.11% | -5.04% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.27% | +0.16% | +0.11% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.73% | +0.21% | -0.33% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.72% | +0.20% | +716.16% | |
| 7 | CB | Chubb Limited | 股票-金融 | 2.70% | -0.08% | +0.35% | |
| 8 | QCOM | Qualcomm Inc | 股票-科技 | 2.70% | +0.01% | -8.56% | |
| 9 | CMI | Cummins Inc | 股票-工業 | 2.68% | +0.28% | +0.35% | |
| 10 | TGT | Target CORP | 股票-循環性消費 | 2.67% | — | +20.05% | |
| 11 | SO | Southern Co/the | 股票-公用事業 | 2.61% | — | -9.75% | |
| 12 | MDT | Medtronic plc | 股票-醫療保健 | 2.58% | — | +14.61% | |
| 13 | KEL | Kellanova | 股票-其他 | 2.54% | — | -12.22% | |
| 14 | ORI | Old Republic Intl CORP | 股票-金融 | 2.51% | -0.07% | +0.35% | |
| 15 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.51% | — | +22.98% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.45% | -1.30% | +0.45% | |
| 17 | GTLS | Chart Industries Inc | 股票-工業 | 2.39% | — | +79.16% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 2.39% | +0.11% | +0.42% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 2.36% | -0.41% | +15.71% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.26% | +0.21% | +0.27% | |
| 21 | HON | Honeywell International Inc | 股票-工業 | 2.25% | — | +0.40% | |
| 22 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 2.25% | — | — | |
| 23 | NWPX | Nwpx Infrastructure Inc | 股票-其他 | 2.24% | +0.05% | -0.71% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.21% | — | +0.52% | |
| 25 | INMD | InMode Ltd. | 股票-其他 | 2.08% | — | -10.80% | |
| 26 | DINO | Hf Sinclair CORP | 股票-能源 | 1.92% | — | +77.11% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 1.82% | — | +0.77% | |
| 28 | CIEN | Ciena CORP | 股票-科技 | 1.80% | — | +0.35% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | -0.02% | +0.92% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工業 | 1.61% | — | -4.63% | |
| 31 | RELL | Richardson Elec LTD | 股票-其他 | 1.57% | +0.46% | +7.10% | |
| 32 | GMAB | Genmab A/s -sp Adr | 股票-其他 | 1.54% | — | +65.39% | |
| 33 | CTRA | Coterra Energy Inc | 股票-能源 | 1.53% | — | +62.03% | |
| 34 | EXPE | Expedia Group Inc | 股票-循環性消費 | 1.48% | — | +0.41% | |
| 35 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 1.02% | — | +25.35% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.65% | +0.06% | +17.77% | |
| 37 | VSDA | Victoryshares Dividend Accel | ETF-其他 | 0.54% | -0.30% | +5.54% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.50% | +0.04% | +17.59% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.46% | -0.10% | -15.31% | |
| 40 | ARKG | Ark Genomic Revolution ETF | ETF-其他 | 0.43% | +0.01% | -1.35% | |
| 41 | ADPT | Adaptive Biotechnologies | 股票-其他 | 0.43% | — | -0.11% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.36% | -0.19% | +4.29% | |
| 43 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.34% | +0.01% | — | |
| 44 | RYAM | Rayonier Advanced Materials | 股票-其他 | 0.34% | -0.05% | -60.64% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.33% | +0.03% | +18.22% | |
| 46 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.33% | — | — | |
| 47 | SNOW | Snowflake Inc | 股票-科技 | 0.26% | +0.01% | -0.63% | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.25% | -0.01% | -0.99% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.24% | -0.12% | — | |
| 50 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 0.21% | -0.12% | +4.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LYB | LyondellBasell Industries N.V. | +2.3% | NEW | 新建倉 |
| 2 | GTLS | Chart Industries Inc | +0.7% | +79.16% | 加碼 |
| 3 | DINO | Hf Sinclair CORP | +0.5% | +77.11% | 加碼 |
| 4 | GMAB | Genmab A/s -sp Adr | +0.5% | +65.39% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +0.83% | 加碼 |
| 6 | MDT | Medtronic plc | +0.5% | +14.61% | 加碼 |
| 7 | CMCSA | Comcast Corp-class A | +0.5% | +22.98% | 加碼 |
| 8 | NWPX | Nwpx Infrastructure Inc | +0.4% | -0.71% | 減碼 |
| 9 | TGT | Target CORP | +0.4% | +20.05% | 加碼 |
| 10 | CTRA | Coterra Energy Inc | +0.4% | +62.03% | 加碼 |
| 11 | KEL | Kellanova | +0.3% | -12.22% | 減碼 |
| 12 | CIEN | Ciena CORP | +0.3% | +0.35% | 加碼 |
| 13 | CMI | Cummins Inc | +0.2% | +0.35% | 加碼 |
| 14 | RTX | Rtx CORP | +0.2% | +0.77% | 加碼 |
| 15 | ABBV | Abbvie Inc | +0.2% | +0.45% | 加碼 |
| 16 | ORI | Old Republic Intl CORP | +0.2% | +0.35% | 加碼 |
| 17 | CB | Chubb Limited | +0.2% | +0.35% | 加碼 |
| 18 | EXPE | Expedia Group Inc | +0.1% | +0.41% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +0.42% | 加碼 |
| 20 | ADPT | Adaptive Biotechnologies | +0.1% | -0.11% | 減碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.52% | 加碼 |
| 22 | SYM | Symbotic Inc | +0.1% | NEW | 新建倉 |
| 23 | NOW | Servicenow Inc | +0.1% | NEW | 新建倉 |
| 24 | KLIC | Kulicke & Soffa Industries | +0.1% | +25.35% | 加碼 |
| 25 | VGSH | Vanguard Short-term Treasury | +0.1% | +17.77% | 加碼 |
| 26 | RELL | Richardson Elec LTD | +0.1% | +7.10% | 加碼 |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +17.59% | 加碼 |
| 28 | CVX | Chevron CORP | +0.1% | +15.71% | 加碼 |
| 29 | VSDA | Victoryshares Dividend Accel | +0.1% | +5.54% | 加碼 |
| 30 | TSLA | Tesla Inc | +0.1% | -0.99% | 減碼 |
| 31 | IEF | Ishares 7-10 Year Treasury B | 0% | +18.22% | 加碼 |
| 32 | SCHD | Schwab US Dvd Equity ETF | 0% | +104.37% | 加碼 |
| 33 | SO | Southern Co/the | -0.1% | -9.75% | 減碼 |
| 34 | INFNEUR | Infinera CORP | -0.1% | EXIT | 清倉 |
| 35 | COST | Costco Wholesale CORP | -0.1% | -0.33% | 減碼 |
| 36 | SNOW | Snowflake Inc | -0.1% | -0.63% | 減碼 |
| 37 | AAPL | Apple Inc | -0.1% | -5.04% | 減碼 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -15.31% | 減碼 |
| 39 | UPS | United Parcel Service-cl B | -0.2% | -4.63% | 減碼 |
| 40 | HON | Honeywell International Inc | -0.2% | +0.40% | 加碼 |
| 41 | RYAM | Rayonier Advanced Materials | -0.3% | -60.64% | 減碼 |
| 42 | F | Ford Motor Co | -0.3% | EXIT | 清倉 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | +0.27% | 加碼 |
| 44 | AMZN | Amazon.com Inc | -0.5% | +0.11% | 加碼 |
| 45 | AVGO | Broadcom Inc | -0.6% | +716.16% | 加碼 |
| 46 | INMD | InMode Ltd. | -0.6% | -10.80% | 減碼 |
| 47 | QCOM | Qualcomm Inc | -1% | -8.56% | 減碼 |
| 48 | ALK | Alaska Air Group Inc | -1.3% | EXIT | 清倉 |
| 49 | MSFT | Microsoft CORP | -1.8% | -12.02% | 減碼 |
| 50 | PPG | Ppg Industries Inc | -2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，DDD Partners, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$16.0億，共申報了 102 個公開持股部位。
在 Q3 2024 季度，DDD Partners, LLC 按市值排列的前三大核心持股分別為：BRK-B (7.8%)、MSFT (7.0%)、AAPL (4.5%)。其中最大持股部位 BRK-B 佔據整體投資組合約 7.8% 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
LYB
市值: US$2068.7萬
本季最大獲利了結 / 清倉標的
PPG
前期市值: US$1754.2萬
在 Q3 2024 季度中，DDD Partners, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 29 個部位、減碼 14 個部位以及清倉 4 個部位。 其中最大新建倉標的為 LYB。 本季清倉部位包含 PPG。
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。