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: 0001842296
申報總市值
US$44.6億
US$44.6億
395 檔
19.8%
在 Q4 2024 的 13F 官方備案中，E Fund Management Co., Ltd. 管理的美股投資組合規模來到 US$44.6億，整體持股檔數為 395 檔。
E Fund Management Co., Ltd. 於 Q4 2024 展現出進攻型調倉步調，本季推動了 3 檔股票的新建倉與 33 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，E Fund Management Co., Ltd. 的前 5 大核心持股（包含 PDD, MSFT, AAPL 等）合計佔整體申報市值的 19.8%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
YUMC
市值: US$1073.0萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$436.6萬
僅顯示前 200 大持股（共 395 檔）
| # | 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 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 20.83% | -5.87% | -8.30% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.95% | -0.85% | +35.47% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.63% | -0.90% | +46.77% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.97% | -1.70% | +45.24% | |
| 5 | BEKE | Ke Holdings Inc-adr | 股票-其他 | 3.97% | — | +3.74% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.87% | -0.83% | -19.13% | |
| 7 | YMM | Full Truck Alliance -spn Adr | 股票-其他 | 2.63% | -0.26% | -7.23% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.45% | -0.20% | +33.48% | |
| 9 | TME | Tencent Music Entertainm-adr | 股票-通訊服務 | 2.06% | -0.12% | -8.87% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.93% | +0.06% | +51.21% | |
| 11 | BZ | Kanzhun LTD - Adr | 股票-其他 | 1.55% | -0.07% | -7.11% | |
| 12 | ASML | ASML Holding N.V. | 股票-科技 | 1.53% | +2.52% | +22.28% | |
| 13 | QFIN | Qfin Holdings Inc-adr | 股票-其他 | 1.52% | — | -9.92% | |
| 14 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 1.33% | -0.64% | -34.15% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 1.30% | -0.09% | +26.30% | |
| 16 | VIPS | Vipshop Holdings LTD - Adr | 股票-循環性消費 | 1.26% | -0.17% | -12.50% | |
| 17 | TAL | Tal Education Group- Adr | 股票-非循環性消費 | 1.25% | -0.16% | -11.34% | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.24% | +2.68% | +3.01% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.14% | -0.28% | +24.30% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | -2.41% | +53.48% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | -0.04% | +15.29% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | -0.45% | +34.91% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.75% | +1.31% | -31.93% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.64% | -0.06% | +89.72% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 0.57% | -0.03% | +113.86% | |
| 26 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 0.54% | -0.08% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | -0.03% | +13.19% | |
| 28 | ATHM | Autohome Inc-adr | 股票-其他 | 0.51% | +0.02% | -6.47% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.12% | +40.06% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | -0.13% | +37.31% | |
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 0.47% | -0.21% | +48.09% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | -0.02% | +55.05% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.40% | +4.68% | +41.62% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.40% | -0.06% | +40.64% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.07% | +48.27% | |
| 36 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.39% | -0.01% | +62.11% | |
| 37 | INTU | Intuit Inc | 股票-科技 | 0.36% | -0.11% | +41.95% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.36% | +0.02% | +66.67% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | -0.04% | +63.23% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.03% | +41.26% | |
| 41 | TXN | Texas Instruments Inc | 股票-科技 | 0.35% | -0.06% | +40.02% | |
| 42 | JOYY | Joyy Inc-adr | 股票-其他 | 0.33% | +0.02% | +50.52% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.32% | -0.05% | +46.43% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.32% | -0.01% | +53.31% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.30% | -0.03% | +48.65% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | -0.01% | +69.68% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.28% | -0.19% | +107.85% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.27% | +0.03% | +56.59% | |
| 49 | IQ | Iqiyi Inc-adr | 股票-其他 | 0.27% | — | +39.59% | |
| 50 | SMMT | Summit Therapeutics Inc | 股票-其他 | 0.27% | -0.17% | +5.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.3% | +46.77% | 加碼 |
| 2 | NVDA | Nvidia CORP | +2.2% | +45.24% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.6% | +35.47% | 加碼 |
| 4 | AVGO | Broadcom Inc | +1.1% | +33.48% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.8% | +51.21% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.6% | +26.30% | 加碼 |
| 7 | YUMC | Yum China Holdings Inc | +0.5% | NEW | 新建倉 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | +53.48% | 加碼 |
| 9 | CRM | Salesforce Inc | +0.4% | +89.72% | 加碼 |
| 10 | NOW | Servicenow Inc | +0.3% | +113.86% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.3% | +34.91% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +24.30% | 加碼 |
| 13 | YMM | Full Truck Alliance -spn Adr | +0.2% | -7.23% | 減碼 |
| 14 | NFLX | Netflix Inc | +0.2% | +48.09% | 加碼 |
| 15 | PLTR | Palantir Technologies Inc-a | +0.2% | +134.43% | 加碼 |
| 16 | WB | Weibo Corp-spon Adr | +0.2% | +1003.69% | 加碼 |
| 17 | MRVL | Marvell Technology Inc | +0.2% | +357.41% | 加碼 |
| 18 | QFIN | Qfin Holdings Inc-adr | +0.2% | -9.92% | 減碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +55.05% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | +0.2% | +40.06% | 加碼 |
| 21 | BSX | Boston Scientific CORP | +0.2% | +62.11% | 加碼 |
| 22 | WMT | Walmart Inc | +0.2% | +107.85% | 加碼 |
| 23 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | 新建倉 |
| 24 | V | Visa Inc-class A Shares | +0.1% | +69.68% | 加碼 |
| 25 | JOYY | Joyy Inc-adr | +0.1% | +50.52% | 加碼 |
| 26 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 27 | COST | Costco Wholesale CORP | +0.1% | +37.31% | 加碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +63.23% | 加碼 |
| 29 | TER | Teradyne Inc | +0.1% | +955.38% | 加碼 |
| 30 | RVMD | Revolution Medicines Inc | +0.1% | +561.04% | 加碼 |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +105.97% | 加碼 |
| 32 | ORCL | Oracle CORP | +0.1% | +48.27% | 加碼 |
| 33 | MA | Mastercard Inc - A | +0.1% | +53.31% | 加碼 |
| 34 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.29% | 加碼 |
| 35 | LLY | Eli Lilly & Co | +0.1% | +66.67% | 加碼 |
| 36 | EDV | Vanguard Extended Dur Treas | -0.1% | EXIT | 清倉 |
| 37 | LRCX | Lam Research CORP | -0.2% | +467.06% | 加碼 |
| 38 | ATHM | Autohome Inc-adr | -0.2% | -6.47% | 減碼 |
| 39 | LU | Lufax Holding Ltd-adr | -0.2% | EXIT | 清倉 |
| 40 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清倉 |
| 41 | BEKE | Ke Holdings Inc-adr | -0.3% | +3.74% | 加碼 |
| 42 | KLAC | Kla CORP | -0.3% | +3.01% | 加碼 |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -19.13% | 減碼 |
| 44 | TME | Tencent Music Entertainm-adr | -0.4% | -8.87% | 減碼 |
| 45 | TAL | Tal Education Group- Adr | -0.5% | -11.34% | 減碼 |
| 46 | VIPS | Vipshop Holdings LTD - Adr | -0.5% | -12.50% | 減碼 |
| 47 | BZ | Kanzhun LTD - Adr | -0.6% | -7.11% | 減碼 |
| 48 | AMAT | Applied Materials Inc | -0.7% | -31.93% | 減碼 |
| 49 | FUTU | Futu Holdings Ltd-adr | -1.2% | -34.15% | 減碼 |
| 50 | PDD | Pdd Holdings Inc | -11.5% | -8.30% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，E Fund Management Co., Ltd. 在 Q4 2024 季度的美股持倉總市值約為 US$44.6億，共申報了 395 個公開持股部位。
在 Q4 2024 季度，E Fund Management Co., Ltd. 按市值排列的前三大核心持股分別為：PDD (20.8%)、MSFT (7.0%)、AAPL (6.6%)。其中最大持股部位 PDD 佔據整體投資組合約 20.8% 的權重。
在 Q4 2024 季度中，E Fund Management Co., Ltd. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 33 個部位、減碼 11 個部位以及清倉 3 個部位。 其中最大新建倉標的為 YUMC。 本季清倉部位包含 ANETEUR。
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。
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。
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。