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: 0000765443
申報總市值
US$106.0億
US$106.0億
156 檔
14.1%
Q3 2024 季度申報顯示，Duff & Phelps Investment Management Co 揭露的美股組合總市值為 US$106.0億，涵蓋 156 個不同之權益投資部位。
在 Q3 2024，Duff & Phelps Investment Management Co 展現出較為審慎的避險與獲利了結姿態。本季共減碼 56 個部位並完全清倉 69 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 EQIX, PLD, WELL）占據了總市值的 14.1%，展現出該機構在 Q3 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 | EQIX | Equinix Inc | 股票-房地產 | 4.33% | -0.61% | +14.91% | |
| 2 | PLD | Prologis Inc | 股票-房地產 | 4.23% | +0.02% | +1.84% | |
| 3 | WELL | Welltower Inc | 股票-房地產 | 3.73% | +1.08% | +3.74% | |
| 4 | AMT | American Tower CORP | 股票-房地產 | 2.44% | -0.05% | -7.42% | |
| 5 | DLR | Digital Realty Trust Inc | 股票-房地產 | 2.39% | +0.05% | +16.47% | |
| 6 | PSA | Public Storage | 股票-房地產 | 2.32% | +0.36% | -6.11% | |
| 7 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.29% | -0.40% | +0.12% | |
| 8 | AVB | Avalonbay Communities Inc | 股票-房地產 | 2.22% | +0.25% | +4.12% | |
| 9 | SPG | Simon Property Group Inc | 股票-房地產 | 2.22% | +0.38% | +6.90% | |
| 10 | VTR | Ventas Inc | 股票-房地產 | 2.10% | +0.18% | -7.11% | |
| 11 | SRE | Sempra | 股票-公用事業 | 1.86% | -0.31% | -1.51% | |
| 12 | IRM | Iron Mountain Inc | 股票-房地產 | 1.69% | +0.06% | -4.45% | |
| 13 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 1.69% | -0.13% | +5.21% | |
| 14 | SO | Southern Co/the | 股票-公用事業 | 1.66% | -0.12% | -13.69% | |
| 15 | AMH | American Homes 4 Rent- A | 股票-房地產 | 1.57% | +0.34% | +5.94% | |
| 16 | NI | Nisource Inc | 股票-公用事業 | 1.55% | -0.12% | -3.29% | |
| 17 | AEE | Ameren Corporation | 股票-公用事業 | 1.52% | -0.03% | -4.05% | |
| 18 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.51% | -0.10% | +11.66% | |
| 19 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.48% | -0.17% | — | |
| 20 | LNG | Cheniere Energy Inc | 股票-能源 | 1.46% | -0.06% | -10.33% | |
| 21 | BRX | Brixmor Property Group Inc | 股票-房地產 | 1.39% | +0.15% | -2.53% | |
| 22 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.36% | -0.13% | -7.26% | |
| 23 | CUBE | Cubesmart | 股票-房地產 | 1.36% | +0.18% | +1.99% | |
| 24 | DTE | Dte Energy Company | 股票-公用事業 | 1.34% | +0.01% | +3.53% | |
| 25 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.32% | — | -7.06% | |
| 26 | EVRG | Evergy Inc | 股票-公用事業 | 1.30% | -0.06% | +16.37% | |
| 27 | CMS | Cms Energy CORP | 股票-公用事業 | 1.25% | -0.12% | -4.49% | |
| 28 | CCI | Crown Castle Inc | 股票-房地產 | 1.22% | -0.09% | -4.79% | |
| 29 | REXR | Rexford Industrial Realty In | 股票-房地產 | 1.20% | -0.02% | -0.93% | |
| 30 | KIM | Kimco Realty CORP | 股票-房地產 | 1.17% | — | -0.98% | |
| 31 | WTRG | Essential Utilities Inc | 股票-公用事業 | 1.12% | -0.18% | +4.16% | |
| 32 | WMB | Williams Cos Inc | 股票-能源 | 1.12% | -0.06% | -0.07% | |
| 33 | ETR | Entergy CORP | 股票-公用事業 | 1.09% | -0.02% | -11.03% | |
| 34 | OKE | Oneok Inc | 股票-能源 | 1.07% | -0.15% | -3.29% | |
| 35 | ESS | Essex Property Trust Inc | 股票-房地產 | 1.05% | +0.36% | -14.24% | |
| 36 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 1.03% | -0.37% | -30.29% | |
| 37 | TRGP | Targa Resources CORP | 股票-能源 | 1.03% | -0.02% | -26.13% | |
| 38 | MPLX | Mplx LP | 股票-能源 | 0.99% | -0.13% | +4.93% | |
| 39 | TRP | Tc Energy CORP | 股票-能源 | 0.96% | -0.09% | +70.67% | |
| 40 | SUI | Sun Communities Inc | 股票-房地產 | 0.95% | — | -8.04% | |
| 41 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.92% | -0.13% | -14.06% | |
| 42 | PCG | P G & E CORP | 股票-公用事業 | 0.91% | -0.23% | +91.17% | |
| 43 | ET | Energy Transfer LP | 股票-能源 | 0.91% | -0.08% | -1.00% | |
| 44 | OGE | Oge Energy CORP | 股票-公用事業 | 0.88% | -0.08% | -6.71% | |
| 45 | D | Dominion Energy Inc | 股票-公用事業 | 0.82% | — | — | |
| 46 | EPRT | Essential Properties Realty | 股票-房地產 | 0.80% | +0.06% | — | |
| 47 | VNO | Vornado Realty Trust | 股票-房地產 | 0.78% | +0.28% | -12.62% | |
| 48 | T | At&t Inc | 股票-通訊服務 | 0.78% | -0.34% | -0.53% | |
| 49 | PPL | Ppl CORP | 股票-公用事業 | 0.77% | -0.07% | +9.43% | |
| 50 | RHP | Ryman Hospitality Properties | 股票-房地產 | 0.75% | +0.28% | +10.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EPRT | Essential Properties Realty | +0.8% | NEW | 新建倉 |
| 2 | EQIX | Equinix Inc | +0.8% | +14.91% | 加碼 |
| 3 | WELL | Welltower Inc | +0.5% | +3.74% | 加碼 |
| 4 | TRP | Tc Energy CORP | +0.5% | +70.67% | 加碼 |
| 5 | PCG | P G & E CORP | +0.5% | +91.17% | 加碼 |
| 6 | WES | Western Midstream Partners L | +0.3% | +6986.83% | 加碼 |
| 7 | WEC | Wec Energy Group Inc | +0.3% | +11.66% | 加碼 |
| 8 | DLR | Digital Realty Trust Inc | +0.3% | +16.47% | 加碼 |
| 9 | EVRG | Evergy Inc | +0.2% | +16.37% | 加碼 |
| 10 | LAMR | Lamar Advertising Co-a | +0.2% | +631.72% | 加碼 |
| 11 | PECO | Phillips Edison & Company In | +0.2% | +50.12% | 加碼 |
| 12 | HST | Host Hotels & Resorts Inc | +0.2% | +92.92% | 加碼 |
| 13 | IRM | Iron Mountain Inc | +0.2% | -4.45% | 減碼 |
| 14 | UNP | Union Pacific CORP | +0.2% | +62.40% | 加碼 |
| 15 | NEE | Nextera Energy Inc | +0.2% | +0.12% | 加碼 |
| 16 | ENB | Enbridge Inc | +0.2% | +32.57% | 加碼 |
| 17 | GLPI | Gaming And Leisure Propertie | +0.2% | +56.03% | 加碼 |
| 18 | PSA | Public Storage | +0.2% | -6.11% | 減碼 |
| 19 | SPG | Simon Property Group Inc | +0.2% | +6.90% | 加碼 |
| 20 | XEL | Xcel Energy Inc | +0.1% | — | 不變 |
| 21 | PLD | Prologis Inc | +0.1% | +1.84% | 加碼 |
| 22 | CUBE | Cubesmart | +0.1% | +1.99% | 加碼 |
| 23 | VNO | Vornado Realty Trust | +0.1% | -12.62% | 減碼 |
| 24 | PPL | Ppl CORP | +0.1% | +9.43% | 加碼 |
| 25 | BXP | Bxp Inc | +0.1% | +0.98% | 加碼 |
| 26 | VTR | Ventas Inc | +0.1% | -7.11% | 減碼 |
| 27 | DTE | Dte Energy Company | +0.1% | +3.53% | 加碼 |
| 28 | AEE | Ameren Corporation | +0.1% | -4.05% | 減碼 |
| 29 | VLTO | Veralto CORP | +0.1% | +28.76% | 加碼 |
| 30 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 31 | BRX | Brixmor Property Group Inc | +0.1% | -2.53% | 減碼 |
| 32 | DTM | Dt Midstream Inc | +0.1% | +48.84% | 加碼 |
| 33 | NI | Nisource Inc | +0.1% | -3.29% | 減碼 |
| 34 | KIM | Kimco Realty CORP | +0.1% | -0.98% | 減碼 |
| 35 | SBRA | Sabra Health Care Reit Inc | +0.1% | +7.71% | 加碼 |
| 36 | NSC | Norfolk Southern CORP | +0.1% | +17.61% | 加碼 |
| 37 | CUZ | Cousins Properties Inc | +0.1% | +4.08% | 加碼 |
| 38 | TU | Telus CORP | +0.1% | +13.49% | 加碼 |
| 39 | AVB | Avalonbay Communities Inc | +0.1% | +4.12% | 加碼 |
| 40 | CCI | Crown Castle Inc | +0.1% | -4.79% | 減碼 |
| 41 | D | Dominion Energy Inc | +0.1% | — | 不變 |
| 42 | RHP | Ryman Hospitality Properties | +0.1% | +10.62% | 加碼 |
| 43 | BCE | Bce Inc | +0.1% | +14.12% | 加碼 |
| 44 | SBS | Cia Saneamento Basico De-adr | +0.1% | +7.72% | 加碼 |
| 45 | SUN | Sunoco LP | +0.1% | +405.21% | 加碼 |
| 46 | WMS | Advanced Drainage Systems In | 0% | +28.32% | 加碼 |
| 47 | CMS | Cms Energy CORP | 0% | -4.49% | 減碼 |
| 48 | T | At&t Inc | 0% | -0.53% | 減碼 |
| 49 | PNW | Pinnacle West Capital | 0% | — | 不變 |
| 50 | SBAC | Sba Communications CORP | 0% | +11.58% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Duff & Phelps Investment Management Co 在 Q3 2024 季度的美股持倉總市值約為 US$106.0億，共申報了 156 個公開持股部位。
在 Q3 2024 季度，Duff & Phelps Investment Management Co 按市值排列的前三大核心持股分別為：EQIX (4.3%)、PLD (4.2%)、WELL (3.7%)。其中最大持股部位 EQIX 佔據整體投資組合約 4.3% 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
EPRT
市值: US$6947.3萬
本季最大獲利了結 / 清倉標的
ITOT
前期市值: US$8999.0萬
在 Q3 2024 季度中，Duff & Phelps Investment Management Co 共進行了 185 項持倉異動，包含新建倉 6 個部位、加碼 54 個部位、減碼 56 個部位以及清倉 69 個部位。 其中最大新建倉標的為 EPRT。 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。