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
13.7%
在 Q4 2024 申報期間，Duff & Phelps Investment Management Co（CIK: 0000765443）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$106.0億，共持有 156 個公開申報部位。
在 Q4 2024 期間，Duff & Phelps Investment Management Co 展現了靈活的資產再平衡步調，透過出清 5 檔弱勢或達到目標價部位，將資金轉置於 5 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 EQIX, WELL, PLD）累計市值佔比達 13.7%，是驅動 Duff & Phelps Investment Management Co 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 | EQIX | Equinix Inc | 股票-房地產 | 4.83% | -0.61% | +0.88% | |
| 2 | WELL | Welltower Inc | 股票-房地產 | 3.89% | +1.08% | +1.51% | |
| 3 | PLD | Prologis Inc | 股票-房地產 | 3.67% | +0.02% | -0.50% | |
| 4 | DLR | Digital Realty Trust Inc | 股票-房地產 | 2.75% | +0.05% | +0.80% | |
| 5 | AVB | Avalonbay Communities Inc | 股票-房地產 | 2.18% | +0.25% | -3.44% | |
| 6 | SRE | Sempra | 股票-公用事業 | 2.02% | -0.31% | -0.70% | |
| 7 | VTR | Ventas Inc | 股票-房地產 | 2.01% | +0.18% | +0.17% | |
| 8 | AMT | American Tower CORP | 股票-房地產 | 2.00% | -0.05% | -0.26% | |
| 9 | PSA | Public Storage | 股票-房地產 | 1.94% | +0.36% | -2.51% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.92% | -0.40% | -4.93% | |
| 11 | AMH | American Homes 4 Rent- A | 股票-房地產 | 1.87% | +0.34% | +17.30% | |
| 12 | SPG | Simon Property Group Inc | 股票-房地產 | 1.76% | +0.38% | -25.23% | |
| 13 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 1.75% | -0.13% | -8.07% | |
| 14 | NI | Nisource Inc | 股票-公用事業 | 1.69% | -0.12% | -1.29% | |
| 15 | AEE | Ameren Corporation | 股票-公用事業 | 1.61% | -0.03% | -0.16% | |
| 16 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.60% | -0.17% | — | |
| 17 | IRM | Iron Mountain Inc | 股票-房地產 | 1.57% | +0.06% | +0.46% | |
| 18 | LNG | Cheniere Energy Inc | 股票-能源 | 1.56% | -0.06% | -14.24% | |
| 19 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.53% | -0.10% | -0.61% | |
| 20 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.46% | — | +8.96% | |
| 21 | ETR | Entergy CORP | 股票-公用事業 | 1.42% | -0.02% | +117.28% | |
| 22 | WMB | Williams Cos Inc | 股票-能源 | 1.37% | -0.06% | -0.75% | |
| 23 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.37% | -0.13% | -4.11% | |
| 24 | EVRG | Evergy Inc | 股票-公用事業 | 1.36% | -0.06% | +1.60% | |
| 25 | REXR | Rexford Industrial Realty In | 股票-房地產 | 1.35% | -0.02% | +40.40% | |
| 26 | SO | Southern Co/the | 股票-公用事業 | 1.35% | -0.12% | -14.69% | |
| 27 | BRX | Brixmor Property Group Inc | 股票-房地產 | 1.34% | +0.15% | -7.54% | |
| 28 | OKE | Oneok Inc | 股票-能源 | 1.26% | -0.15% | +3.18% | |
| 29 | PCG | P G & E CORP | 股票-公用事業 | 1.19% | -0.23% | +22.45% | |
| 30 | TRGP | Targa Resources CORP | 股票-能源 | 1.19% | -0.02% | -7.85% | |
| 31 | ET | Energy Transfer LP | 股票-能源 | 1.17% | -0.08% | +0.93% | |
| 32 | DTE | Dte Energy Company | 股票-公用事業 | 1.15% | +0.01% | -12.18% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事業 | 1.15% | -0.26% | +143.33% | |
| 34 | CMS | Cms Energy CORP | 股票-公用事業 | 1.14% | -0.12% | -7.11% | |
| 35 | PPL | Ppl CORP | 股票-公用事業 | 1.14% | -0.07% | +45.07% | |
| 36 | MPLX | Mplx LP | 股票-能源 | 1.13% | -0.13% | +1.96% | |
| 37 | CUBE | Cubesmart | 股票-房地產 | 1.12% | +0.18% | -0.85% | |
| 38 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 1.08% | -0.37% | +6.26% | |
| 39 | WTRG | Essential Utilities Inc | 股票-公用事業 | 1.05% | -0.18% | -4.77% | |
| 40 | OGE | Oge Energy CORP | 股票-公用事業 | 1.03% | -0.08% | +11.68% | |
| 41 | TRP | Tc Energy CORP | 股票-能源 | 1.01% | -0.09% | +2.58% | |
| 42 | ESS | Essex Property Trust Inc | 股票-房地產 | 1.00% | +0.36% | -6.01% | |
| 43 | KIM | Kimco Realty CORP | 股票-房地產 | 0.93% | — | -24.24% | |
| 44 | CCI | Crown Castle Inc | 股票-房地產 | 0.93% | -0.09% | -4.44% | |
| 45 | SUI | Sun Communities Inc | 股票-房地產 | 0.87% | — | -2.83% | |
| 46 | T | At&t Inc | 股票-通訊服務 | 0.84% | -0.34% | — | |
| 47 | AEP | American Electric Power | 股票-公用事業 | 0.81% | -0.01% | +20.88% | |
| 48 | D | Dominion Energy Inc | 股票-公用事業 | 0.80% | — | — | |
| 49 | RHP | Ryman Hospitality Properties | 股票-房地產 | 0.80% | +0.28% | +4.24% | |
| 50 | EPRT | Essential Properties Realty | 股票-房地產 | 0.77% | +0.06% | +0.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DUK | Duke Energy CORP | +0.7% | +143.33% | 加碼 |
| 2 | EQIX | Equinix Inc | +0.5% | +0.88% | 加碼 |
| 3 | MAA | Mid-america Apartment Comm | +0.4% | +271.33% | 加碼 |
| 4 | PPL | Ppl CORP | +0.4% | +45.07% | 加碼 |
| 5 | DLR | Digital Realty Trust Inc | +0.4% | +0.80% | 加碼 |
| 6 | ETR | Entergy CORP | +0.3% | +117.28% | 加碼 |
| 7 | AMH | American Homes 4 Rent- A | +0.3% | +17.30% | 加碼 |
| 8 | PCG | P G & E CORP | +0.3% | +22.45% | 加碼 |
| 9 | ET | Energy Transfer LP | +0.3% | +0.93% | 加碼 |
| 10 | WMB | Williams Cos Inc | +0.3% | -0.75% | 減碼 |
| 11 | DTM | Dt Midstream Inc | +0.2% | +43.35% | 加碼 |
| 12 | OKE | Oneok Inc | +0.2% | +3.18% | 加碼 |
| 13 | TRGP | Targa Resources CORP | +0.2% | -7.85% | 減碼 |
| 14 | SRE | Sempra | +0.2% | -0.70% | 減碼 |
| 15 | WELL | Welltower Inc | +0.2% | +1.51% | 加碼 |
| 16 | CP | Canadian Pacific Kansas City | +0.2% | +132.82% | 加碼 |
| 17 | OGE | Oge Energy CORP | +0.2% | +11.68% | 加碼 |
| 18 | REXR | Rexford Industrial Realty In | +0.2% | +40.40% | 加碼 |
| 19 | MPLX | Mplx LP | +0.1% | +1.96% | 加碼 |
| 20 | LNT | Alliant Energy CORP | +0.1% | +8.96% | 加碼 |
| 21 | NI | Nisource Inc | +0.1% | -1.29% | 減碼 |
| 22 | KGS | Kodiak Gas Services Inc | +0.1% | +911.44% | 加碼 |
| 23 | SOBO | South Bow CORP | +0.1% | NEW | 新建倉 |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | +0.02% | 加碼 |
| 25 | ENB | Enbridge Inc | +0.1% | +10.58% | 加碼 |
| 26 | XEL | Xcel Energy Inc | +0.1% | — | 不變 |
| 27 | LNG | Cheniere Energy Inc | +0.1% | -14.24% | 減碼 |
| 28 | AEP | American Electric Power | +0.1% | +20.88% | 加碼 |
| 29 | AEE | Ameren Corporation | +0.1% | -0.16% | 減碼 |
| 30 | PAA | Plains All Amer Pipeline LP | +0.1% | +14.04% | 加碼 |
| 31 | SBRA | Sabra Health Care Reit Inc | +0.1% | +16.30% | 加碼 |
| 32 | T | At&t Inc | +0.1% | — | 不變 |
| 33 | CNP | Centerpoint Energy Inc | +0.1% | -8.07% | 減碼 |
| 34 | EVRG | Evergy Inc | +0.1% | +1.60% | 加碼 |
| 35 | ERII | Energy Recovery Inc | +0.1% | NEW | 新建倉 |
| 36 | GLPI | Gaming And Leisure Propertie | +0.1% | +16.15% | 加碼 |
| 37 | RHP | Ryman Hospitality Properties | +0.1% | +4.24% | 加碼 |
| 38 | PEG | Public Service Enterprise Gp | +0.1% | +6.26% | 加碼 |
| 39 | TRP | Tc Energy CORP | +0.1% | +2.58% | 加碼 |
| 40 | GFL | Gfl Environmental Inc-sub Vt | 0% | +9.94% | 加碼 |
| 41 | CUZ | Cousins Properties Inc | 0% | -0.88% | 減碼 |
| 42 | SR | Spire Inc | 0% | — | 不變 |
| 43 | WEC | Wec Energy Group Inc | 0% | -0.61% | 減碼 |
| 44 | ZWS | Zurn Elkay Water Solutions C | 0% | +10.37% | 加碼 |
| 45 | MWA | Mueller Water Products Inc-a | 0% | +13.50% | 加碼 |
| 46 | ATO | Atmos Energy CORP | 0% | -4.11% | 減碼 |
| 47 | PECO | Phillips Edison & Company In | 0% | -1.16% | 減碼 |
| 48 | KEYUF | Keyera CORP | 0% | — | 不變 |
| 49 | SUN | Sunoco LP | 0% | +16.69% | 加碼 |
| 50 | GTLS | Chart Industries Inc | 0% | +49.98% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Duff & Phelps Investment Management Co 在 Q4 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 Q4 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 (4.8%)、WELL (3.9%)、PLD (3.7%)。其中最大持股部位 EQIX 佔據整體投資組合約 4.8% 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
SOBO
市值: US$1053.3萬
本季最大獲利了結 / 清倉標的
CMCSA
前期市值: US$4550.4萬
在 Q4 2024 季度中，Duff & Phelps Investment Management Co 共進行了 133 項持倉異動，包含新建倉 5 個部位、加碼 53 個部位、減碼 70 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SOBO。 本季清倉部位包含 CMCSA。
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。