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
27.8%
根據最新整理的 13F 季度數據集，E Fund Management 於 Q4 2024 結束時的管理資產規模為 US$3.0億。該機構在本季度申報了 163 檔美股持倉，呈現出該時期的主要投資地圖。
E Fund Management 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 11 個全新部位及加碼 13 檔持股的同時，亦同步清倉 6 檔並減碼 20 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 PDD, IVV, YUMC）占據了總市值的 27.8%，展現出該機構在 Q4 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 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 31.34% | -7.23% | -20.97% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 13.05% | -1.16% | +15.29% | |
| 3 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 8.56% | -1.32% | -22.61% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.40% | -0.49% | +13.19% | |
| 5 | BEKE | Ke Holdings Inc-adr | 股票-其他 | 5.48% | — | -21.94% | |
| 6 | TME | Tencent Music Entertainm-adr | 股票-通訊服務 | 3.96% | -0.31% | -21.08% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.26% | — | -11.22% | |
| 8 | HTHT | H World Group Ltd-adr | 股票-其他 | 3.13% | -0.78% | -21.20% | |
| 9 | VIPS | Vipshop Holdings LTD - Adr | 股票-循環性消費 | 2.14% | -0.39% | -27.44% | |
| 10 | QFIN | Qfin Holdings Inc-adr | 股票-其他 | 2.08% | — | -21.08% | |
| 11 | TAL | Tal Education Group- Adr | 股票-非循環性消費 | 1.92% | -0.42% | -21.08% | |
| 12 | BZ | Kanzhun LTD - Adr | 股票-其他 | 1.71% | -0.28% | -20.41% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.49% | — | -7.21% | |
| 14 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.49% | — | -13.73% | |
| 15 | LEGN | Legend Biotech Corp-adr | 股票-其他 | 1.12% | +0.02% | -19.79% | |
| 16 | ATHM | Autohome Inc-adr | 股票-其他 | 1.09% | +0.04% | -6.02% | |
| 17 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 0.99% | — | -45.13% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.56% | +0.15% | +147.70% | |
| 19 | SOHU | Sohu.com Ltd-adr | 股票-其他 | 0.48% | -0.42% | +129.66% | |
| 20 | ZH | Zhihu Inc - Adr | 股票-其他 | 0.43% | -0.33% | +83.09% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.39% | — | — | |
| 22 | AAPL | Apple Inc | 股票-科技 | 0.36% | +0.41% | +2162.50% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | -0.20% | +45.84% | |
| 24 | LX | Lexinfintech Holdings L-adr | 股票-其他 | 0.35% | — | — | |
| 25 | HUYA | Huya Inc-adr | 股票-其他 | 0.30% | -0.01% | — | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.25% | +0.39% | +22.88% | |
| 27 | JOYY | Joyy Inc-adr | 股票-其他 | 0.24% | -0.14% | -15.24% | |
| 28 | NOW | Servicenow Inc | 股票-科技 | 0.20% | -0.01% | -10.00% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.20% | +0.22% | -2.34% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.20% | -0.10% | +3.20% | |
| 31 | MSCI | Msci Inc | 股票-金融 | 0.17% | +0.13% | — | |
| 32 | MOMO | Hello Group Inc -spn Adr | 股票-其他 | 0.15% | -0.10% | -41.74% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.14% | +0.29% | -39.84% | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.13% | -0.17% | +285.42% | |
| 35 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 0.13% | — | — | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.11% | — | +87.77% | |
| 37 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.11% | — | NEW | |
| 38 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.11% | -0.10% | +42.20% | |
| 39 | DHR | Danaher CORP | 股票-醫療保健 | 0.11% | +0.12% | -6.51% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.11% | +0.04% | — | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.11% | +0.23% | +41.85% | |
| 42 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.10% | +0.01% | +310.39% | |
| 43 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.10% | +0.10% | +44550.00% | |
| 44 | IT | Gartner Inc | 股票-科技 | 0.10% | — | — | |
| 45 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.10% | — | +35100.00% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.09% | +0.01% | +32.63% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.09% | +0.09% | +713.43% | |
| 48 | GE | General Electric | 股票-工業 | 0.09% | +0.02% | — | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.09% | -0.07% | -64.64% | |
| 50 | VRSN | Verisign Inc | 股票-科技 | 0.08% | — | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +4.8% | +15.29% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3% | +13.19% | 加碼 |
| 3 | YUMC | Yum China Holdings Inc | +0.8% | -22.61% | 減碼 |
| 4 | AVGO | Broadcom Inc | +0.4% | +147.70% | 加碼 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | 新建倉 |
| 6 | LX | Lexinfintech Holdings L-adr | +0.4% | NEW | 新建倉 |
| 7 | AAPL | Apple Inc | +0.4% | +2162.50% | 加碼 |
| 8 | HUYA | Huya Inc-adr | +0.3% | NEW | 新建倉 |
| 9 | SOHU | Sohu.com Ltd-adr | +0.3% | +129.66% | 加碼 |
| 10 | ZH | Zhihu Inc - Adr | +0.2% | +83.09% | 加碼 |
| 11 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | -11.22% | 減碼 |
| 12 | MSFT | Microsoft CORP | +0.2% | +45.84% | 加碼 |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | -7.21% | 減碼 |
| 14 | HIMX | Himax Technologies Inc-adr | +0.1% | NEW | 新建倉 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +22.88% | 加碼 |
| 16 | DECK | Deckers Outdoor CORP | +0.1% | NEW | 新建倉 |
| 17 | WMT | Walmart Inc | +0.1% | NEW | 新建倉 |
| 18 | NFLX | Netflix Inc | +0.1% | +285.42% | 加碼 |
| 19 | DDOG | Datadog Inc - Class A | +0.1% | +44550.00% | 加碼 |
| 20 | TTD | Trade Desk Inc/the -class A | +0.1% | +35100.00% | 加碼 |
| 21 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建倉 |
| 22 | VRSN | Verisign Inc | +0.1% | NEW | 新建倉 |
| 23 | TER | Teradyne Inc | +0.1% | NEW | 新建倉 |
| 24 | AS | Amer Sports, Inc. | +0.1% | NEW | 新建倉 |
| 25 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +713.43% | 加碼 |
| 26 | BSX | Boston Scientific CORP | +0.1% | +310.39% | 加碼 |
| 27 | BTI | British American Tob-sp Adr | +0.1% | NEW | 新建倉 |
| 28 | VGLT | Vanguard Long-term Treasury | +0.1% | -13.73% | 減碼 |
| 29 | ATHM | Autohome Inc-adr | — | -6.02% | 減碼 |
| 30 | TME | Tencent Music Entertainm-adr | 0% | -21.08% | 減碼 |
| 31 | MOMO | Hello Group Inc -spn Adr | 0% | -41.74% | 減碼 |
| 32 | SAP | Sap Se-sponsored Adr | -0.1% | EXIT | 清倉 |
| 33 | LULU | Lululemon Athletica Inc | -0.1% | -97.53% | 減碼 |
| 34 | NVDA | Nvidia CORP | -0.1% | -64.64% | 減碼 |
| 35 | SNPS | Synopsys Inc | -0.1% | -95.47% | 減碼 |
| 36 | FANG | Diamondback Energy Inc | -0.1% | -97.04% | 減碼 |
| 37 | IQV | Iqvia Holdings Inc | -0.1% | EXIT | 清倉 |
| 38 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 39 | FUTU | Futu Holdings Ltd-adr | -0.1% | -69.90% | 減碼 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | 清倉 |
| 41 | TCOM | Trip.com Group Ltd-adr | -0.2% | -45.13% | 減碼 |
| 42 | BEKE | Ke Holdings Inc-adr | -0.2% | -21.94% | 減碼 |
| 43 | HTHT | H World Group Ltd-adr | -0.2% | -21.20% | 減碼 |
| 44 | TAL | Tal Education Group- Adr | -0.2% | -21.08% | 減碼 |
| 45 | BZ | Kanzhun LTD - Adr | -0.3% | -20.41% | 減碼 |
| 46 | VIPS | Vipshop Holdings LTD - Adr | -0.4% | -27.44% | 減碼 |
| 47 | LEGN | Legend Biotech Corp-adr | -0.4% | -19.79% | 減碼 |
| 48 | IQ | Iqiyi Inc-adr | -0.6% | EXIT | 清倉 |
| 49 | EDV | Vanguard Extended Dur Treas | -1.4% | EXIT | 清倉 |
| 50 | PDD | Pdd Holdings Inc | -9.8% | -20.97% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，E Fund Management 在 Q4 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 Q4 2024 季度，E Fund Management 按市值排列的前三大核心持股分別為：PDD (31.3%)、IVV (13.1%)、YUMC (8.6%)。其中最大持股部位 PDD 佔據整體投資組合約 31.3% 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
VOO
市值: US$48.8萬
本季最大獲利了結 / 清倉標的
EDV
前期市值: US$238.1萬
在 Q4 2024 季度中，E Fund Management 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 13 個部位、減碼 20 個部位以及清倉 6 個部位。 其中最大新建倉標的為 VOO。 本季清倉部位包含 EDV。
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。