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
1001 檔
34.1%
在 Q4 2024 的 13F 官方備案中，Eagle Bay Advisors LLC 管理的美股投資組合規模來到 US$1.3億，整體持股檔數為 1001 檔。
從 Q4 2024 申報觀察，Eagle Bay Advisors LLC 採取防禦導向的調倉策略，本季減碼 11 檔個股並出清 33 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Eagle Bay Advisors LLC 的前 5 大核心持股（包含 AAPL, TSLA, VEA 等）合計佔整體申報市值的 34.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1001 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 | 8.13% | -0.08% | -12.07% | |
| 2 | TSLA | Tesla Inc | 股票-循環性消費 | 7.23% | -0.11% | -0.92% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.27% | +0.48% | -4.31% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.67% | +0.18% | -0.95% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.28% | -6.37% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.20% | -0.64% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.03% | -0.08% | -18.13% | |
| 8 | UBER | Uber Technologies Inc | 股票-工業 | 1.94% | -0.08% | -3.58% | |
| 9 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 1.75% | — | +82.12% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.46% | -0.06% | -4.26% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | -0.94% | -0.53% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.31% | -0.11% | -5.28% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.29% | +0.02% | -47.32% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.27% | +1.91% | +17.31% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.26% | -0.08% | -7.23% | |
| 16 | ARCC | Ares Capital CORP | 股票-金融 | 1.21% | — | +82.63% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.10% | — | +4.52% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.06% | -0.01% | -2.12% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.00% | +0.19% | -6.35% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | -0.16% | -20.16% | |
| 21 | FREL | Fidelity Msci Rl Est Indx | ETF-其他 | 0.88% | +0.19% | -21.98% | |
| 22 | BRZE | Braze Inc-a | 股票-其他 | 0.86% | — | -2.98% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.03% | -12.04% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.81% | -0.66% | +0.42% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 0.80% | -0.03% | -0.46% | |
| 26 | BNDW | Vanguard Total World Bond Et | ETF-其他 | 0.76% | — | — | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.70% | -0.10% | -22.02% | |
| 28 | PNC | Pnc Financial Services Group | 股票-金融 | 0.70% | +0.01% | -0.02% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.68% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.17% | -5.49% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | +0.60% | +98.08% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | -0.16% | -1.07% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.55% | -0.17% | -4.15% | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.52% | -0.01% | +81.33% | |
| 35 | WMT | Walmart Inc | 股票-非循環性消費 | 0.48% | -0.20% | -9.45% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | +0.03% | -2.58% | |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.46% | -0.19% | -26.69% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.45% | -0.10% | -1.98% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.45% | -0.01% | -7.14% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.43% | -0.07% | — | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.42% | -0.11% | -30.13% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | -0.13% | -8.09% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.42% | +0.09% | — | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | -0.51% | +4.27% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | -0.04% | — | |
| 46 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.39% | +0.02% | — | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.39% | -0.09% | -5.67% | |
| 48 | SON | Sonoco Products Co | 股票-循環性消費 | 0.38% | -0.07% | -1.22% | |
| 49 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.37% | — | -86.14% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | +0.01% | -11.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +4.4% | -0.92% | 減碼 |
| 2 | AAPL | Apple Inc | +2.9% | -12.07% | 減碼 |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.9% | -4.31% | 減碼 |
| 4 | VWO | Vanguard Ftse Emerging Marke | +1.2% | -0.95% | 減碼 |
| 5 | GBDC | Golub Capital Bdc Inc | +1.2% | +82.12% | 加碼 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.8% | -18.13% | 減碼 |
| 7 | ARCC | Ares Capital CORP | +0.8% | +82.63% | 加碼 |
| 8 | BNDW | Vanguard Total World Bond Et | +0.8% | NEW | 新建倉 |
| 9 | ACWI | Ishares Msci Acwi ETF | +0.7% | NEW | 新建倉 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +98.08% | 加碼 |
| 11 | UBER | Uber Technologies Inc | +0.4% | -3.58% | 減碼 |
| 12 | FREL | Fidelity Msci Rl Est Indx | +0.1% | -21.98% | 減碼 |
| 13 | KO | Coca-cola Co/the | +0.1% | -22.02% | 減碼 |
| 14 | AMZN | Amazon.com Inc | 0% | -47.32% | 減碼 |
| 15 | SCHP | Schwab U.s. Tips ETF | -0.1% | +17.31% | 加碼 |
| 16 | PKSFX | Virtus Kar Small-cap Core-i | -0.2% | EXIT | 清倉 |
| 17 | ZHGITX | Hines Global Income Trust-t | -0.2% | EXIT | 清倉 |
| 18 | ✓ | Black Stone Minerals L P | -0.2% | EXIT | 清倉 |
| 19 | SCI | Service CORP International | -0.2% | EXIT | 清倉 |
| 20 | EGFIX | Edgewood Growth Fund-inst | -0.3% | EXIT | 清倉 |
| 21 | ✓ | Ares Industrial Real Estate Income Trust Inc Class I Conversion | -0.3% | EXIT | 清倉 |
| 22 | FLTMX | Fidelity Interm Muni Inc | -0.3% | EXIT | 清倉 |
| 23 | VMATX | Vanguard Ma Tax Exempt | -0.3% | EXIT | 清倉 |
| 24 | MNST | Monster Beverage CORP | -0.3% | -99.76% | 減碼 |
| 25 | EIDOX | Eaton Vance E/m Dbt Opp-i | -0.3% | EXIT | 清倉 |
| 26 | AIBBX | Aristotle Sm Cap Eqty-i2 | -0.4% | EXIT | 清倉 |
| 27 | ✓ | Related Opportunity Zone LP | -0.4% | EXIT | 清倉 |
| 28 | FTABX | Fidelity Tax-free Bond Fund | -0.4% | EXIT | 清倉 |
| 29 | HYSZX | Pgim Shrt Dur Hi Yld Inc-z | -0.5% | EXIT | 清倉 |
| 30 | XCPIX | Carlyle Alpinv Prvt Mrkt-i | -0.5% | EXIT | 清倉 |
| 31 | TGBAX | Templeton Global Bond-adv | -0.5% | EXIT | 清倉 |
| 32 | ✓ | Cim | -0.5% | EXIT | 清倉 |
| 33 | XPMIX | Stepstone Private Markets-i | -0.6% | EXIT | 清倉 |
| 34 | PLDSX | Aristotle Shrt Dur Inc-i2 | -0.6% | EXIT | 清倉 |
| 35 | MSTIX | Nyli Mackay Short Term Mun-i | -0.6% | EXIT | 清倉 |
| 36 | ✓ | Blackstone Real Estate Income | -0.7% | EXIT | 清倉 |
| 37 | ✓ | Pershing Square Holdings Ltd | -0.7% | EXIT | 清倉 |
| 38 | HLMRX | Hrdng Lvnr Intl Sm Co-inst | -0.8% | EXIT | 清倉 |
| 39 | GIYIX | Guggenheim Ultr Shrt Dur-ins | -0.8% | EXIT | 清倉 |
| 40 | JSOSX | Jpmorgan Strat Inc Opp-i | -0.9% | EXIT | 清倉 |
| 41 | GIOIX | Guggenheim Macro Opport-i | -1.1% | EXIT | 清倉 |
| 42 | MBXIX | Catalyst Hedge Strategy-i | -1.2% | EXIT | 清倉 |
| 43 | BILS | Ss Spdrb B 3-12m T-bill ETF | -1.3% | -86.14% | 減碼 |
| 44 | PFONX | Pimco Intl Bnd Usd Hgd-i3 | -1.4% | EXIT | 清倉 |
| 45 | GSFIX | Gldmn Schs Core Fxd Inc-inst | -1.4% | EXIT | 清倉 |
| 46 | MGOIX | Nyli Mackay US Infr Bnd-i | -1.6% | EXIT | 清倉 |
| 47 | LIFIX | Lord Abbett Infl Focus-i | -2.1% | EXIT | 清倉 |
| 48 | BIMSX | Baird Intermediate Bond-inv | -2.8% | EXIT | 清倉 |
| 49 | GLIFX | Lazard Glbl Lstd Infra-inst | -3.2% | EXIT | 清倉 |
| 50 | LSIIX | Loomis Sayles Inv Gr Bnd-y | -3.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Eagle Bay Advisors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$1.3億，共申報了 1001 個公開持股部位。
在 Q4 2024 季度，Eagle Bay Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (8.1%)、TSLA (7.2%)、VEA (6.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.1% 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
BNDW
市值: US$120.2萬
本季最大獲利了結 / 清倉標的
LSIIX
前期市值: US$952.8萬
在 Q4 2024 季度中，Eagle Bay Advisors LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 4 個部位、減碼 11 個部位以及清倉 33 個部位。 其中最大新建倉標的為 BNDW。 本季清倉部位包含 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。