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: 0001989251
申報總市值
US$2.7億
US$2.7億
65 檔
29.1%
在 Q4 2024 申報期間，Dupree Financial Group, LLC（CIK: 0001989251）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$2.7億，共持有 65 個公開申報部位。
觀察 Q4 2024 的資金脈絡，Dupree Financial Group, LLC 在獲利結算 13 檔個股的同時，將資本重新部署至 6 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 ENB, AGNC, BTI）累計市值佔比達 29.1%，是驅動 Dupree Financial Group, 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 | ENB | Enbridge Inc | 股票-能源 | 9.78% | -0.25% | +0.93% | |
| 2 | AGNC | Agnc Investment CORP | 股票-房地產 | 8.83% | +0.18% | +14.06% | |
| 3 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 6.46% | +0.05% | +1.60% | |
| 4 | KMI 4.75 03-31-28債券 | El Paso Energy Cap Trst | 債券 | 6.10% | — | -28.04% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.33% | -0.09% | -35.36% | |
| 6 | CINF | Cincinnati Financial CORP | 股票-金融 | 3.46% | +0.17% | -25.58% | |
| 7 | MELI | Mercadolibre Inc | 股票-循環性消費 | 3.45% | -1.83% | +52.23% | |
| 8 | ORI | Old Republic Intl CORP | 股票-金融 | 3.44% | -0.05% | +0.81% | |
| 9 | NLY | Annaly Capital Management In | 股票-房地產 | 3.39% | +0.04% | -0.49% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 3.39% | -2.50% | +0.73% | |
| 11 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 3.30% | — | +1.33% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.67% | — | +1.09% | |
| 13 | WPC | Wp Carey Inc | 股票-房地產 | 2.51% | -0.01% | +1.95% | |
| 14 | GM | General Motors Co | 股票-循環性消費 | 2.40% | — | — | |
| 15 | O | Realty Income CORP | 股票-房地產 | 2.35% | -0.08% | +2.61% | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.31% | -1.10% | +0.76% | |
| 17 | T | At&t Inc | 股票-通訊服務 | 2.26% | -0.55% | -32.68% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 2.24% | +0.09% | +1.58% | |
| 19 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地產 | 2.19% | -0.34% | +0.79% | |
| 20 | CMI | Cummins Inc | 股票-工業 | 1.94% | -0.11% | +0.26% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.86% | +0.03% | +183.10% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.80% | +0.45% | -0.20% | |
| 23 | MMM | 3m Co | 股票-工業 | 1.64% | — | +0.37% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.54% | +0.05% | -2.97% | |
| 25 | HUM | Humana Inc | 股票-醫療保健 | 1.37% | — | — | |
| 26 | ITW | Illinois Tool Works | 股票-工業 | 1.30% | — | — | |
| 27 | CNQ | Canadian Natural Resources | 股票-能源 | 1.25% | — | -1.71% | |
| 28 | BEN | Franklin Resources Inc | 股票-金融 | 1.24% | — | — | |
| 29 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.23% | — | +21.12% | |
| 30 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.15% | +0.24% | -44.26% | |
| 31 | CAR | Avis Budget Group Inc | 股票-其他 | 1.09% | — | -0.76% | |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.66% | — | -3.06% | |
| 33 | CHCO | City Holding Co | 股票-其他 | 0.57% | +0.08% | NEW | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.17% | +0.67% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.40% | +0.03% | +0.61% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.38% | -0.01% | -6.45% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.35% | -0.03% | -7.30% | |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.34% | +0.06% | +3.11% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.33% | +0.04% | -1.14% | |
| 40 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.31% | -0.01% | +1.60% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | +0.01% | +5.66% | |
| 42 | CSX | Csx CORP | 股票-工業 | 0.27% | +0.02% | — | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.22% | -0.01% | +4.10% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.21% | — | +3.61% | |
| 45 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.21% | -0.04% | -4.12% | |
| 46 | BBBY | Bed Bath & Beyond Inc | 股票-其他 | 0.21% | — | +4.56% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.21% | -0.02% | +5.31% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.21% | +0.05% | +5.81% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.21% | -0.03% | +0.61% | |
| 50 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.17% | — | -0.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GM | General Motors Co | +2.4% | NEW | 新建倉 |
| 2 | ENB | Enbridge Inc | +1.7% | +0.93% | 加碼 |
| 3 | HUM | Humana Inc | +1.4% | NEW | 新建倉 |
| 4 | ITW | Illinois Tool Works | +1.3% | NEW | 新建倉 |
| 5 | RSP | Invesco S&p 500 Equal Weight | +1.3% | +183.10% | 加碼 |
| 6 | BEN | Franklin Resources Inc | +1.2% | NEW | 新建倉 |
| 7 | MELI | Mercadolibre Inc | +1.1% | +52.23% | 加碼 |
| 8 | BTI | British American Tob-sp Adr | +0.9% | +1.60% | 加碼 |
| 9 | V | Visa Inc-class A Shares | +0.7% | +1.09% | 加碼 |
| 10 | ORI | Old Republic Intl CORP | +0.5% | +0.81% | 加碼 |
| 11 | AAPL | Apple Inc | +0.4% | +1.58% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -0.20% | 減碼 |
| 13 | CMI | Cummins Inc | +0.4% | +0.26% | 加碼 |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -2.97% | 減碼 |
| 15 | AVGO | Broadcom Inc | +0.1% | NEW | 新建倉 |
| 16 | NLY | Annaly Capital Management In | +0.1% | -0.49% | 減碼 |
| 17 | MMM | 3m Co | +0.1% | +0.37% | 加碼 |
| 18 | KMI 4.75 03-31-28債券 | El Paso Energy Cap Trst | +0.1% | -28.04% | 減碼 |
| 19 | BXMT | Blackstone Mortgage Tru-cl A | +0.1% | +0.79% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建倉 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +5.66% | 加碼 |
| 22 | VZ | Verizon Communications Inc | +0.1% | +0.76% | 加碼 |
| 23 | CNQ | Canadian Natural Resources | +0.1% | -1.71% | 減碼 |
| 24 | KHC | Kraft Heinz Co/the | 0% | +1.33% | 加碼 |
| 25 | WPC | Wp Carey Inc | 0% | +1.95% | 加碼 |
| 26 | CAR | Avis Budget Group Inc | 0% | -0.76% | 減碼 |
| 27 | XOM | Exxon Mobil CORP | 0% | +0.67% | 加碼 |
| 28 | DHI | Dr Horton Inc | 0% | +21.12% | 加碼 |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | -3.06% | 減碼 |
| 30 | GNR | State Street Spdr S&p Global | 0% | -4.12% | 減碼 |
| 31 | O | Realty Income CORP | 0% | +2.61% | 加碼 |
| 32 | PZZA | Papa John's Intl Inc | -0.1% | EXIT | 清倉 |
| 33 | CGDV | Cap Group Dividend Value | -0.1% | EXIT | 清倉 |
| 34 | CGCB | Cap Group Core Bond | -0.1% | EXIT | 清倉 |
| 35 | NLOP | Net Lease Office Property | -0.1% | EXIT | 清倉 |
| 36 | BX | Blackstone Inc | -0.1% | EXIT | 清倉 |
| 37 | PNC | Pnc Financial Services Group | -0.1% | EXIT | 清倉 |
| 38 | BBBY | Bed Bath & Beyond Inc | -0.2% | +4.56% | 加碼 |
| 39 | AMZN | Amazon.com Inc | -0.4% | -44.26% | 減碼 |
| 40 | CINF | Cincinnati Financial CORP | -0.4% | -25.58% | 減碼 |
| 41 | T | At&t Inc | -0.6% | -32.68% | 減碼 |
| 42 | AER | AerCap Holdings N.V. | -1.1% | EXIT | 清倉 |
| 43 | EL | Estee Lauder Companies-cl A | -1.1% | EXIT | 清倉 |
| 44 | AEO | American Eagle Outfitters | -1.3% | EXIT | 清倉 |
| 45 | ASO | Academy Sports & Outdoors In | -1.4% | EXIT | 清倉 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -1.6% | -35.36% | 減碼 |
| 47 | STNE | StoneCo Ltd. | -1.7% | EXIT | 清倉 |
| 48 | COST | Costco Wholesale CORP | -1.8% | -94.81% | 減碼 |
| 49 | EQT | Eqt CORP | -2.1% | EXIT | 清倉 |
| 50 | BP | Bp Plc-spons Adr | -2.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Dupree Financial Group, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.7億，共申報了 65 個公開持股部位。
在 Q4 2024 季度，Dupree Financial Group, LLC 按市值排列的前三大核心持股分別為：ENB (9.8%)、AGNC (8.8%)、BTI (6.5%)。其中最大持股部位 ENB 佔據整體投資組合約 9.8% 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
GM
市值: US$525.7萬
本季最大獲利了結 / 清倉標的
BP
前期市值: US$596.2萬
在 Q4 2024 季度中，Dupree Financial Group, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 18 個部位、減碼 13 個部位以及清倉 13 個部位。 其中最大新建倉標的為 GM。 本季清倉部位包含 BP。
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。