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: 0001862864
申報總市值
US$1.3億
US$1.3億
1365 檔
37.9%
截至 Q3 2024 季度末，Eagle Bay Advisors LLC 的美股持倉估值約為 US$1.3億，全數申報部位共有 1365 檔。
觀察 Q3 2024 的申報異動，Eagle Bay Advisors LLC 採取了強勁的買進策略，建倉與加碼動作（合計 43 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Eagle Bay Advisors LLC 的前 5 大持股（包含 AAPL, VEA, LSIIX）貢獻了組合市值的 37.9%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 1365 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 | AAPL | Apple Inc | 股票-科技 | 5.24% | -0.08% | -0.78% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.41% | +0.48% | -1.91% | |
| 3 | LSIIX | Loomis Sayles Inv Gr Bnd-y | 股票-其他 | 3.65% | — | — | |
| 4 | GLIFX | Lazard Glbl Lstd Infra-inst | 股票-其他 | 3.22% | — | — | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 2.88% | -0.11% | +0.05% | |
| 6 | BIMSX | Baird Intermediate Bond-inv | 股票-其他 | 2.75% | — | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.45% | +0.18% | -0.66% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.24% | -0.28% | -0.28% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.21% | -0.08% | -16.30% | |
| 10 | LIFIX | Lord Abbett Infl Focus-i | 股票-其他 | 2.10% | — | — | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.00% | -0.64% | — | |
| 12 | MGOIX | Nyli Mackay US Infr Bnd-i | 股票-其他 | 1.64% | — | — | |
| 13 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 1.63% | — | -5.18% | |
| 14 | UBER | Uber Technologies Inc | 股票-工業 | 1.52% | -0.08% | — | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.37% | +1.91% | -5.10% | |
| 16 | GSFIX | Gldmn Schs Core Fxd Inc-inst | 股票-其他 | 1.36% | — | — | |
| 17 | PFONX | Pimco Intl Bnd Usd Hgd-i3 | 股票-其他 | 1.35% | — | — | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.26% | +0.02% | -0.29% | |
| 19 | MBXIX | Catalyst Hedge Strategy-i | 股票-其他 | 1.19% | — | — | |
| 20 | GIOIX | Guggenheim Macro Opport-i | 股票-其他 | 1.14% | — | — | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.91% | -0.06% | — | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.94% | +1.37% | |
| 23 | JSOSX | Jpmorgan Strat Inc Opp-i | 股票-其他 | 0.88% | — | — | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.86% | -0.11% | -4.63% | |
| 25 | GIYIX | Guggenheim Ultr Shrt Dur-ins | 股票-其他 | 0.79% | — | — | |
| 26 | HLMRX | Hrdng Lvnr Intl Sm Co-inst | 股票-其他 | 0.76% | — | — | |
| 27 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.75% | +0.19% | -13.03% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | -0.01% | +0.07% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.73% | -0.08% | -0.39% | |
| 30 | ✓ | Pershing Square Holdings Ltd | 股票-其他 | 0.72% | — | — | |
| 31 | ✓ | Blackstone Real Estate Income | 股票-其他 | 0.68% | — | — | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.65% | — | +7.06% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.64% | -0.10% | +0.20% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | -0.16% | +0.84% | |
| 35 | MSTIX | Nyli Mackay Short Term Mun-i | 股票-其他 | 0.61% | — | — | |
| 36 | PLDSX | Aristotle Shrt Dur Inc-i2 | 股票-其他 | 0.59% | — | — | |
| 37 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 0.58% | — | +5.10% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | +0.19% | -5.92% | |
| 39 | XPMIX | Stepstone Private Markets-i | 股票-其他 | 0.56% | — | — | |
| 40 | ✓ | Cim | 股票-其他 | 0.52% | — | — | |
| 41 | XCPIX | Carlyle Alpinv Prvt Mrkt-i | 股票-其他 | 0.51% | — | — | |
| 42 | TGBAX | Templeton Global Bond-adv | 股票-其他 | 0.51% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.03% | -3.98% | |
| 44 | HYSZX | Pgim Shrt Dur Hi Yld Inc-z | 股票-其他 | 0.48% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.48% | -0.66% | — | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.46% | -0.03% | -7.40% | |
| 47 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.45% | -0.19% | -8.25% | |
| 48 | FTABX | Fidelity Tax-free Bond Fund | 股票-其他 | 0.44% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | -0.17% | -22.91% | |
| 50 | ✓ | Related Opportunity Zone LP | 股票-其他 | 0.42% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LSIIX | Loomis Sayles Inv Gr Bnd-y | +3.7% | NEW | 新建倉 |
| 2 | GLIFX | Lazard Glbl Lstd Infra-inst | +3.2% | NEW | 新建倉 |
| 3 | BIMSX | Baird Intermediate Bond-inv | +2.8% | NEW | 新建倉 |
| 4 | LIFIX | Lord Abbett Infl Focus-i | +2.1% | NEW | 新建倉 |
| 5 | MGOIX | Nyli Mackay US Infr Bnd-i | +1.6% | NEW | 新建倉 |
| 6 | GSFIX | Gldmn Schs Core Fxd Inc-inst | +1.4% | NEW | 新建倉 |
| 7 | PFONX | Pimco Intl Bnd Usd Hgd-i3 | +1.4% | NEW | 新建倉 |
| 8 | MBXIX | Catalyst Hedge Strategy-i | +1.2% | NEW | 新建倉 |
| 9 | GIOIX | Guggenheim Macro Opport-i | +1.1% | NEW | 新建倉 |
| 10 | JSOSX | Jpmorgan Strat Inc Opp-i | +0.9% | NEW | 新建倉 |
| 11 | GIYIX | Guggenheim Ultr Shrt Dur-ins | +0.8% | NEW | 新建倉 |
| 12 | HLMRX | Hrdng Lvnr Intl Sm Co-inst | +0.8% | NEW | 新建倉 |
| 13 | ✓ | Pershing Square Holdings Ltd | +0.7% | NEW | 新建倉 |
| 14 | ✓ | Blackstone Real Estate Income | +0.7% | NEW | 新建倉 |
| 15 | MSTIX | Nyli Mackay Short Term Mun-i | +0.6% | NEW | 新建倉 |
| 16 | PLDSX | Aristotle Shrt Dur Inc-i2 | +0.6% | NEW | 新建倉 |
| 17 | XPMIX | Stepstone Private Markets-i | +0.6% | NEW | 新建倉 |
| 18 | ✓ | Cim | +0.5% | NEW | 新建倉 |
| 19 | XCPIX | Carlyle Alpinv Prvt Mrkt-i | +0.5% | NEW | 新建倉 |
| 20 | TGBAX | Templeton Global Bond-adv | +0.5% | NEW | 新建倉 |
| 21 | HYSZX | Pgim Shrt Dur Hi Yld Inc-z | +0.5% | NEW | 新建倉 |
| 22 | FTABX | Fidelity Tax-free Bond Fund | +0.4% | NEW | 新建倉 |
| 23 | ✓ | Related Opportunity Zone LP | +0.4% | NEW | 新建倉 |
| 24 | AIBBX | Aristotle Sm Cap Eqty-i2 | +0.4% | NEW | 新建倉 |
| 25 | EIDOX | Eaton Vance E/m Dbt Opp-i | +0.3% | NEW | 新建倉 |
| 26 | VMATX | Vanguard Ma Tax Exempt | +0.3% | NEW | 新建倉 |
| 27 | EGFIX | Edgewood Growth Fund-inst | +0.3% | NEW | 新建倉 |
| 28 | ✓ | Ares Industrial Real Estate Income Trust Inc Class I Conversion | +0.3% | NEW | 新建倉 |
| 29 | FLTMX | Fidelity Interm Muni Inc | +0.3% | NEW | 新建倉 |
| 30 | ✓ | Black Stone Minerals L P | +0.2% | NEW | 新建倉 |
| 31 | ZHGITX | Hines Global Income Trust-t | +0.2% | NEW | 新建倉 |
| 32 | PKSFX | Virtus Kar Small-cap Core-i | +0.2% | NEW | 新建倉 |
| 33 | FTFMX | Fidelity Ny Muni Inc | +0.2% | NEW | 新建倉 |
| 34 | ROBNX | Robinson Tax Advant Inc-inst | +0.2% | NEW | 新建倉 |
| 35 | JHQTX | Jpmrgn Hedged Equity 3-i | +0.2% | NEW | 新建倉 |
| 36 | SLMCX | Columbia Slgm Tech & Info-a | +0.2% | NEW | 新建倉 |
| 37 | PCOXX | Fed Herm Prime Cash Obl-wlth | +0.2% | NEW | 新建倉 |
| 38 | NSRGY | Nestle Sa-spons Adr | +0.1% | NEW | 新建倉 |
| 39 | ✓ | CAIS Ares Senior Direct Lending II LP | +0.1% | NEW | 新建倉 |
| 40 | FRDPX | Franklin Rising Dividend-a | +0.1% | NEW | 新建倉 |
| 41 | TBIXX | Fed Herm Tax Free Obl-wlth | +0.1% | NEW | 新建倉 |
| 42 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +369.37% | 加碼 |
| 43 | 1K0 | Igm Biosciences Inc | +0.1% | — | 不變 |
| 44 | TSLA | Tesla Inc | -0.6% | +0.05% | 加碼 |
| 45 | DVY | Ishares Select Dividend ETF | -0.8% | — | 不變 |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | -0.9% | -66.67% | 減碼 |
| 47 | VWO | Vanguard Ftse Emerging Marke | -1.1% | -0.66% | 減碼 |
| 48 | IVV | Ishares Core S&p 500 ETF | -1.8% | -16.30% | 減碼 |
| 49 | VEA | Vanguard Ftse Developed ETF | -2.2% | -1.91% | 減碼 |
| 50 | AAPL | Apple Inc | -2.3% | -0.78% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Eagle Bay Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.3億，共申報了 1365 個公開持股部位。
在 Q3 2024 季度，Eagle Bay Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (5.2%)、VEA (4.4%)、LSIIX (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.2% 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
LSIIX
市值: US$952.8萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$1246.5萬
在 Q3 2024 季度中，Eagle Bay Advisors LLC 共進行了 48 項持倉異動，包含新建倉 41 個部位、加碼 2 個部位、減碼 5 個部位以及清倉 0 個部位。 其中最大新建倉標的為 LSIIX。
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。