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: 0001777469
申報總市值
US$3.0億
US$3.0億
163 檔
38.0%
在 Q3 2024 的 13F 官方備案中，E Fund Management 管理的美股投資組合規模來到 US$3.0億，整體持股檔數為 163 檔。
觀察 Q3 2024 的資金脈絡，E Fund Management 在獲利結算 6 檔個股的同時，將資本重新部署至 15 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，E Fund Management 的前 5 大核心持股（包含 PDD, IVV, YUMC 等）合計佔整體申報市值的 38.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 41.18% | -7.23% | +2.99% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.28% | -1.16% | +5.89% | |
| 3 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 7.72% | -1.32% | -8.57% | |
| 4 | BEKE | Ke Holdings Inc-adr | 股票-其他 | 5.67% | — | -9.30% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.43% | -0.49% | -1.65% | |
| 6 | TME | Tencent Music Entertainm-adr | 股票-通訊服務 | 3.98% | -0.31% | -8.07% | |
| 7 | HTHT | H World Group Ltd-adr | 股票-其他 | 3.34% | -0.78% | -9.51% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.08% | — | +386.97% | |
| 9 | VIPS | Vipshop Holdings LTD - Adr | 股票-循環性消費 | 2.57% | -0.39% | -19.34% | |
| 10 | TAL | Tal Education Group- Adr | 股票-非循環性消費 | 2.15% | -0.42% | -13.97% | |
| 11 | BZ | Kanzhun LTD - Adr | 股票-其他 | 2.02% | -0.28% | -7.64% | |
| 12 | LEGN | Legend Biotech Corp-adr | 股票-其他 | 1.56% | +0.02% | -8.07% | |
| 13 | QFIN | Qfin Holdings Inc-adr | 股票-其他 | 1.53% | — | -11.43% | |
| 14 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.43% | — | — | |
| 15 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 1.42% | — | +198.87% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.33% | — | — | |
| 17 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 1.17% | — | +79.20% | |
| 18 | ATHM | Autohome Inc-adr | 股票-其他 | 1.09% | +0.04% | -23.05% | |
| 19 | IQ | Iqiyi Inc-adr | 股票-其他 | 0.59% | — | -7.92% | |
| 20 | MOMO | Hello Group Inc -spn Adr | 股票-其他 | 0.19% | -0.10% | — | |
| 21 | ZH | Zhihu Inc - Adr | 股票-其他 | 0.19% | -0.33% | — | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.19% | -0.20% | +26.82% | |
| 23 | SOHU | Sohu.com Ltd-adr | 股票-其他 | 0.19% | -0.42% | — | |
| 24 | JOYY | Joyy Inc-adr | 股票-其他 | 0.18% | -0.14% | — | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.16% | -0.07% | -37.64% | |
| 26 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 0.16% | -0.01% | — | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.15% | +0.29% | +32.30% | |
| 28 | NOW | Servicenow Inc | 股票-科技 | 0.14% | -0.01% | +10.17% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.14% | -0.10% | -3.10% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.13% | +0.22% | -91.77% | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.13% | +0.39% | -6.39% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.13% | +0.15% | +20200.00% | |
| 33 | MSCI | Msci Inc | 股票-金融 | 0.12% | +0.13% | — | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.11% | +0.13% | +52.36% | |
| 35 | DHR | Danaher CORP | 股票-醫療保健 | 0.11% | +0.12% | +55.05% | |
| 36 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.10% | — | — | |
| 37 | IT | Gartner Inc | 股票-科技 | 0.08% | — | +20.83% | |
| 38 | GE | General Electric | 股票-工業 | 0.08% | +0.02% | +112.97% | |
| 39 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.08% | — | — | |
| 40 | SNPS | Synopsys Inc | 股票-科技 | 0.07% | +0.04% | +8000.00% | |
| 41 | FANG | Diamondback Energy Inc | 股票-能源 | 0.07% | -0.18% | +416.03% | |
| 42 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.07% | — | — | |
| 43 | SPGI | S&p Global Inc | 股票-金融 | 0.06% | +0.13% | +21.39% | |
| 44 | GEV | GE Vernova Inc | 股票-工業 | 0.06% | +0.23% | — | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.05% | +0.23% | -34.05% | |
| 46 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.05% | — | — | |
| 47 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.05% | -0.10% | — | |
| 48 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.05% | +0.03% | +37.70% | |
| 49 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.05% | — | +32300.00% | |
| 50 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.05% | +0.01% | +4100.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +2.5% | +386.97% | 加碼 |
| 2 | YUMC | Yum China Holdings Inc | +1.8% | -8.57% | 減碼 |
| 3 | VGLT | Vanguard Long-term Treasury | +1.4% | NEW | 新建倉 |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +1.3% | NEW | 新建倉 |
| 5 | BEKE | Ke Holdings Inc-adr | +1.1% | -9.30% | 減碼 |
| 6 | EDV | Vanguard Extended Dur Treas | +1% | +198.87% | 加碼 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.7% | +5.89% | 加碼 |
| 8 | TCOM | Trip.com Group Ltd-adr | +0.6% | +79.20% | 加碼 |
| 9 | PDD | Pdd Holdings Inc | +0.6% | +2.99% | 加碼 |
| 10 | QFIN | Qfin Holdings Inc-adr | +0.4% | -11.43% | 減碼 |
| 11 | MOMO | Hello Group Inc -spn Adr | +0.2% | NEW | 新建倉 |
| 12 | ZH | Zhihu Inc - Adr | +0.2% | NEW | 新建倉 |
| 13 | SOHU | Sohu.com Ltd-adr | +0.2% | NEW | 新建倉 |
| 14 | JOYY | Joyy Inc-adr | +0.2% | NEW | 新建倉 |
| 15 | FUTU | Futu Holdings Ltd-adr | +0.2% | NEW | 新建倉 |
| 16 | AVGO | Broadcom Inc | +0.1% | +20200.00% | 加碼 |
| 17 | ANETEUR | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 18 | CMG | Chipotle Mexican Grill Inc | +0.1% | NEW | 新建倉 |
| 19 | SNPS | Synopsys Inc | +0.1% | +8000.00% | 加碼 |
| 20 | IQV | Iqvia Holdings Inc | +0.1% | NEW | 新建倉 |
| 21 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.65% | 減碼 |
| 23 | FANG | Diamondback Energy Inc | +0.1% | +416.03% | 加碼 |
| 24 | SAP | Sap Se-sponsored Adr | +0.1% | NEW | 新建倉 |
| 25 | HWM | Howmet Aerospace Inc | +0.1% | NEW | 新建倉 |
| 26 | LULU | Lululemon Athletica Inc | +0.1% | +32300.00% | 加碼 |
| 27 | MANH | Manhattan Associates Inc | +0.1% | NEW | 新建倉 |
| 28 | MELI | Mercadolibre Inc | +0.1% | +4100.00% | 加碼 |
| 29 | ✓ | On Holding AG | +0.1% | NEW | 新建倉 |
| 30 | COST | Costco Wholesale CORP | +0.1% | +1483.33% | 加碼 |
| 31 | ORLY | O'reilly Automotive Inc | -0.1% | -84.54% | 減碼 |
| 32 | AMT | American Tower CORP | -0.1% | EXIT | 清倉 |
| 33 | ASML | ASML Holding N.V. | -0.1% | -99.21% | 減碼 |
| 34 | DECK | Deckers Outdoor CORP | -0.1% | EXIT | 清倉 |
| 35 | NVDA | Nvidia CORP | -0.1% | -37.64% | 減碼 |
| 36 | MU | Micron Technology Inc | -0.1% | -98.87% | 減碼 |
| 37 | ATHM | Autohome Inc-adr | -0.1% | -23.05% | 減碼 |
| 38 | VIPS | Vipshop Holdings LTD - Adr | -0.1% | -19.34% | 減碼 |
| 39 | AAPL | Apple Inc | -0.2% | -93.78% | 減碼 |
| 40 | TAL | Tal Education Group- Adr | -0.2% | -13.97% | 減碼 |
| 41 | ADBE | Adobe Inc | -0.2% | -98.78% | 減碼 |
| 42 | IQ | Iqiyi Inc-adr | -0.3% | -7.92% | 減碼 |
| 43 | BZ | Kanzhun LTD - Adr | -0.4% | -7.64% | 減碼 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.6% | EXIT | 清倉 |
| 45 | VV | Vanguard Large-cap ETF | -0.6% | EXIT | 清倉 |
| 46 | OEF | Ishares S&p 100 ETF | -0.6% | EXIT | 清倉 |
| 47 | TME | Tencent Music Entertainm-adr | -1.2% | -8.07% | 減碼 |
| 48 | TSM | Taiwan Semiconductor-sp Adr | -1.5% | -91.77% | 減碼 |
| 49 | NIO | Nio Inc - Adr | -2.8% | -99.28% | 減碼 |
| 50 | ZTO | Zto Express Cayman Inc-adr | -4.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，E Fund Management 在 Q3 2024 季度的美股持倉總市值約為 US$3.0億，共申報了 163 個公開持股部位。
在 Q3 2024 季度，E Fund Management 按市值排列的前三大核心持股分別為：PDD (41.2%)、IVV (8.3%)、YUMC (7.7%)。其中最大持股部位 PDD 佔據整體投資組合約 41.2% 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
VGLT
市值: US$240.0萬
本季最大獲利了結 / 清倉標的
ZTO
前期市值: US$707.7萬
在 Q3 2024 季度中，E Fund Management 共進行了 50 項持倉異動，包含新建倉 15 個部位、加碼 11 個部位、減碼 18 個部位以及清倉 6 個部位。 其中最大新建倉標的為 VGLT。 本季清倉部位包含 ZTO。
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。