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
98 檔
14.0%
Q4 2024 季度申報顯示，DDD Partners, LLC 揭露的美股組合總市值為 US$16.0億，涵蓋 98 個不同之權益投資部位。
DDD Partners, LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 39 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 BRK-B, MSFT, AAPL）占據了總市值的 14.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 7.58% | -0.25% | -12.53% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.05% | -3.31% | -8.81% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.07% | +0.11% | -6.47% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.91% | +0.16% | -13.60% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.94% | +0.21% | -7.73% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 2.92% | +0.11% | -2.73% | |
| 7 | CB | Chubb Limited | 股票-金融 | 2.86% | -0.08% | -2.28% | |
| 8 | ORI | Old Republic Intl CORP | 股票-金融 | 2.86% | -0.07% | -1.67% | |
| 9 | CMI | Cummins Inc | 股票-工業 | 2.78% | +0.28% | -14.89% | |
| 10 | TGT | Target CORP | 股票-循環性消費 | 2.76% | — | +5.07% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.74% | +0.21% | -5.68% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.74% | -1.30% | +9.78% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.72% | +0.20% | -34.32% | |
| 14 | HON | Honeywell International Inc | 股票-工業 | 2.71% | — | -2.65% | |
| 15 | NWPX | Nwpx Infrastructure Inc | 股票-其他 | 2.68% | +0.05% | -1.23% | |
| 16 | GIS | General Mills Inc | 股票-非循環性消費 | 2.68% | — | — | |
| 17 | SO | Southern Co/the | 股票-公用事業 | 2.63% | — | -2.58% | |
| 18 | MDT | Medtronic plc | 股票-醫療保健 | 2.49% | — | -3.57% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.49% | — | -2.40% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 2.33% | +0.01% | -15.71% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 2.26% | -0.41% | -13.93% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | -0.02% | -1.23% | |
| 23 | EXPE | Expedia Group Inc | 股票-循環性消費 | 2.01% | — | -4.67% | |
| 24 | RELL | Richardson Elec LTD | 股票-其他 | 2.00% | +0.46% | -1.00% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 1.86% | — | -5.31% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.72% | — | -22.99% | |
| 27 | GTLS | Chart Industries Inc | 股票-工業 | 1.68% | — | -59.72% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.36% | -0.10% | +157.43% | |
| 29 | CTRA | Coterra Energy Inc | 股票-能源 | 1.33% | — | -27.64% | |
| 30 | CIEN | Ciena CORP | 股票-科技 | 1.29% | — | -54.02% | |
| 31 | ON | On Semiconductor | 股票-科技 | 1.27% | +0.21% | — | |
| 32 | INMD | InMode Ltd. | 股票-其他 | 1.25% | — | -46.28% | |
| 33 | VSDA | Victoryshares Dividend Accel | ETF-其他 | 1.16% | -0.30% | +100.66% | |
| 34 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.90% | — | -54.46% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.80% | +0.06% | +11.39% | |
| 36 | DINO | Hf Sinclair CORP | 股票-能源 | 0.78% | — | -54.52% | |
| 37 | ELAN | Elanco Animal Health Inc | 股票-醫療保健 | 0.73% | -0.08% | — | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.62% | +0.04% | +11.36% | |
| 39 | GMAB | Genmab A/s -sp Adr | 股票-其他 | 0.58% | — | -61.23% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.41% | +0.03% | +15.94% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.40% | -0.19% | +203.36% | |
| 42 | TSLA | Tesla Inc | 股票-循環性消費 | 0.35% | -0.01% | -19.53% | |
| 43 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.34% | — | — | |
| 44 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.33% | +0.01% | — | |
| 45 | RBOT | Vicarious Surgical Inc-a | 股票-其他 | 0.30% | — | -20.03% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.26% | -0.12% | -6.92% | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.24% | -0.10% | +1.58% | |
| 48 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 0.24% | -0.12% | +1.51% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.22% | -0.11% | +1.57% | |
| 50 | RYAM | Rayonier Advanced Materials | 股票-其他 | 0.20% | -0.05% | -45.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | +2.7% | NEW | 新建倉 |
| 2 | ON | On Semiconductor | +1.3% | NEW | 新建倉 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +157.43% | 加碼 |
| 4 | ELAN | Elanco Animal Health Inc | +0.7% | NEW | 新建倉 |
| 5 | AMZN | Amazon.com Inc | +0.7% | -13.60% | 減碼 |
| 6 | VSDA | Victoryshares Dividend Accel | +0.6% | +100.66% | 加碼 |
| 7 | EXPE | Expedia Group Inc | +0.5% | -4.67% | 減碼 |
| 8 | CSCO | Cisco Systems Inc | +0.5% | -2.73% | 減碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.5% | -5.68% | 減碼 |
| 10 | HON | Honeywell International Inc | +0.5% | -2.65% | 減碼 |
| 11 | NWPX | Nwpx Infrastructure Inc | +0.4% | -1.23% | 減碼 |
| 12 | RELL | Richardson Elec LTD | +0.4% | -1.00% | 減碼 |
| 13 | NVDA | Nvidia CORP | +0.4% | -1.23% | 減碼 |
| 14 | COST | Costco Wholesale CORP | +0.2% | -7.73% | 減碼 |
| 15 | CB | Chubb Limited | +0.2% | -2.28% | 減碼 |
| 16 | RBOT | Vicarious Surgical Inc-a | +0.2% | -20.03% | 減碼 |
| 17 | VGSH | Vanguard Short-term Treasury | +0.2% | +11.39% | 加碼 |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +11.36% | 加碼 |
| 19 | CMI | Cummins Inc | +0.1% | -14.89% | 減碼 |
| 20 | TSLA | Tesla Inc | +0.1% | -19.53% | 減碼 |
| 21 | TGT | Target CORP | +0.1% | +5.07% | 加碼 |
| 22 | MSFT | Microsoft CORP | +0.1% | -8.81% | 減碼 |
| 23 | VOE | Vanguard Mid-cap Value ETF | +0.1% | NEW | 新建倉 |
| 24 | UBER | Uber Technologies Inc | +0.1% | +194.85% | 加碼 |
| 25 | RTX | Rtx CORP | 0% | -5.31% | 減碼 |
| 26 | SO | Southern Co/the | 0% | -2.58% | 減碼 |
| 27 | AVGO | Broadcom Inc | — | -34.32% | 減碼 |
| 28 | EXPD | Expeditors Intl Wash Inc | 0% | — | 不變 |
| 29 | CMCSA | Comcast Corp-class A | 0% | -2.40% | 減碼 |
| 30 | DVN | Devon Energy CORP | 0% | EXIT | 清倉 |
| 31 | AVPT | Avepoint Inc | 0% | EXIT | 清倉 |
| 32 | MDT | Medtronic plc | -0.1% | -3.57% | 減碼 |
| 33 | CVX | Chevron CORP | -0.1% | -13.93% | 減碼 |
| 34 | RYAM | Rayonier Advanced Materials | -0.1% | -45.35% | 減碼 |
| 35 | SNOW | Snowflake Inc | -0.1% | -69.87% | 減碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -12.53% | 減碼 |
| 37 | CTRA | Coterra Energy Inc | -0.2% | -27.64% | 減碼 |
| 38 | ARKG | Ark Genomic Revolution ETF | -0.4% | -81.63% | 減碼 |
| 39 | QCOM | Qualcomm Inc | -0.4% | -15.71% | 減碼 |
| 40 | ADPT | Adaptive Biotechnologies | -0.4% | -91.58% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.5% | -22.99% | 減碼 |
| 42 | CIEN | Ciena CORP | -0.5% | -54.02% | 減碼 |
| 43 | GTLS | Chart Industries Inc | -0.7% | -59.72% | 減碼 |
| 44 | INMD | InMode Ltd. | -0.8% | -46.28% | 減碼 |
| 45 | GMAB | Genmab A/s -sp Adr | -1% | -61.23% | 減碼 |
| 46 | KLIC | Kulicke & Soffa Industries | -1% | EXIT | 清倉 |
| 47 | DINO | Hf Sinclair CORP | -1.1% | -54.52% | 減碼 |
| 48 | LYB | LyondellBasell Industries N.V. | -1.4% | -54.46% | 減碼 |
| 49 | UPS | United Parcel Service-cl B | -1.6% | EXIT | 清倉 |
| 50 | KEL | Kellanova | -2.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，DDD Partners, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$16.0億，共申報了 98 個公開持股部位。
在 Q4 2024 季度，DDD Partners, LLC 按市值排列的前三大核心持股分別為：BRK-B (7.6%)、MSFT (7.0%)、AAPL (5.1%)。其中最大持股部位 BRK-B 佔據整體投資組合約 7.6% 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
GIS
市值: US$2177.6萬
本季最大獲利了結 / 清倉標的
KEL
前期市值: US$2339.6萬
在 Q4 2024 季度中，DDD Partners, LLC 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 6 個部位、減碼 34 個部位以及清倉 5 個部位。 其中最大新建倉標的為 GIS。 本季清倉部位包含 KEL。
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。