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: 0001130787
申報總市值
US$30.2億
US$30.2億
265 檔
22.2%
根據最新整理的 13F 季度數據集，Eagle Global Advisors LLC 於 Q4 2024 結束時的管理資產規模為 US$30.2億。該機構在本季度申報了 265 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，Eagle Global Advisors LLC 採取了強勁的買進策略，建倉與加碼動作（合計 35 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 Global Advisors LLC 的前 5 大持股（包含 AAPL, ET, WES）貢獻了組合市值的 22.2%，形成該機構在 Q4 2024 季度的基本面基石。
本季最大新建倉標的
BLK
市值: US$1257.4萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1136.6萬
僅顯示前 200 大持股（共 265 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 | 11.76% | +0.47% | +193.12% | |
| 2 | ET | Energy Transfer LP | 股票-能源 | 4.65% | -0.45% | +3.29% | |
| 3 | WES | Western Midstream Partners L | 股票-能源 | 3.83% | -0.07% | +23.18% | |
| 4 | MPLX | Mplx LP | 股票-能源 | 3.64% | -0.36% | +14.56% | |
| 5 | TRGP | Targa Resources CORP | 股票-能源 | 3.60% | -0.39% | -21.20% | |
| 6 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 3.26% | -0.20% | +8.32% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.92% | -0.14% | +1.86% | |
| 8 | EPD | Enterprise Products Partners | 股票-能源 | 2.78% | -0.53% | +8.41% | |
| 9 | LNG | Cheniere Energy Inc | 股票-能源 | 2.55% | -0.57% | -20.29% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.14% | +0.09% | +1.40% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.92% | +0.20% | +19.24% | |
| 12 | HESM | Hess Midstream LP - Class A | 股票-其他 | 1.92% | -0.13% | +3.43% | |
| 13 | DTM | Dt Midstream Inc | 股票-能源 | 1.77% | +0.01% | +32.97% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.75% | +0.22% | +4.46% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | +0.04% | +9.58% | |
| 16 | 0E41 | Enlink Midstream LLC | 股票-其他 | 1.56% | — | -4.02% | |
| 17 | WMB | Williams Cos Inc | 股票-能源 | 1.55% | -0.16% | -14.93% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.43% | — | +1011.90% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.42% | +0.27% | +0.40% | |
| 20 | TT | Trane Technologies plc | 股票-工業 | 1.41% | +0.09% | -0.05% | |
| 21 | OKE | Oneok Inc | 股票-能源 | 1.10% | -0.15% | -39.92% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.01% | -0.02% | +0.07% | |
| 23 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.99% | -0.20% | +248.58% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | +0.11% | +0.87% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | -0.25% | -0.72% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.89% | -0.11% | -2.58% | |
| 27 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 0.89% | -0.04% | +27.86% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.86% | -0.04% | +0.17% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.03% | +13.39% | |
| 30 | ICE | Intercontinental Exchange In | 股票-金融 | 0.83% | -0.02% | EXIT | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.82% | — | +142.42% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.80% | +0.02% | +0.05% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.77% | +0.15% | +3.46% | |
| 34 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.77% | +0.01% | -5.92% | |
| 35 | HON | Honeywell International Inc | 股票-工業 | 0.75% | -0.64% | EXIT | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | — | +7.96% | |
| 37 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.60% | -0.03% | +3.69% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.59% | +0.04% | +22.25% | |
| 39 | KGS | Kodiak Gas Services Inc | 股票-其他 | 0.59% | +0.23% | +16.67% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.02% | -0.20% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.50% | +21.40% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | -0.03% | +38.84% | |
| 43 | SOXQ | Invesco Phlx Semiconductor | ETF-其他 | 0.54% | +0.53% | +0.33% | |
| 44 | CW | Curtiss-wright CORP | 股票-工業 | 0.52% | +0.02% | +270.27% | |
| 45 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.52% | +0.47% | +100.79% | |
| 46 | BLK | Blackrock Inc | 股票-金融 | 0.51% | -0.04% | — | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.50% | — | +1.79% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.49% | — | +0.60% | |
| 49 | HE | Hawaiian Electric Inds | 股票-公用事業 | 0.46% | — | +13.18% | |
| 50 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.46% | -0.49% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +7.2% | +193.12% | 加碼 |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +1.3% | +1011.90% | 加碼 |
| 3 | KMI | Kinder Morgan, Inc. | +0.7% | +248.58% | 加碼 |
| 4 | BLK | Blackrock Inc | +0.5% | NEW | 新建倉 |
| 5 | DTM | Dt Midstream Inc | +0.5% | +32.97% | 加碼 |
| 6 | PM | Philip Morris International | +0.4% | +142.42% | 加碼 |
| 7 | NBIS | Nebius Group N.V. | +0.4% | +513.22% | 加碼 |
| 8 | CW | Curtiss-wright CORP | +0.4% | +270.27% | 加碼 |
| 9 | GEV | GE Vernova Inc | +0.4% | NEW | 新建倉 |
| 10 | PCG | P G & E CORP | +0.3% | +398.28% | 加碼 |
| 11 | SPGI | S&p Global Inc | +0.3% | NEW | 新建倉 |
| 12 | SBUX | Starbucks CORP | +0.3% | NEW | 新建倉 |
| 13 | TRP | Tc Energy CORP | +0.3% | NEW | 新建倉 |
| 14 | KMPR | Kemper CORP | +0.3% | +287.38% | 加碼 |
| 15 | PG | Procter & Gamble Co/the | +0.3% | +758.71% | 加碼 |
| 16 | KO | Coca-cola Co/the | +0.2% | +368.88% | 加碼 |
| 17 | MO | Altria Group Inc | +0.2% | +585.91% | 加碼 |
| 18 | ET | Energy Transfer LP | +0.2% | +3.29% | 加碼 |
| 19 | KGS | Kodiak Gas Services Inc | +0.2% | +16.67% | 加碼 |
| 20 | NVDA | Nvidia CORP | +0.2% | +19.24% | 加碼 |
| 21 | MCD | Mcdonald's CORP | +0.2% | NEW | 新建倉 |
| 22 | DEO | Diageo Plc-sponsored Adr | +0.1% | NEW | 新建倉 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +98.04% | 加碼 |
| 24 | WES | Western Midstream Partners L | +0.1% | +23.18% | 加碼 |
| 25 | MPLX | Mplx LP | +0.1% | +14.56% | 加碼 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +13.39% | 加碼 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +9.58% | 加碼 |
| 28 | PAGP | Plains Gp Holdings Lp-cl A | 0% | +27.86% | 加碼 |
| 29 | AMZN | Amazon.com Inc | 0% | +1.40% | 加碼 |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +4.46% | 加碼 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.40% | 加碼 |
| 32 | EPD | Enterprise Products Partners | -0.1% | +8.41% | 加碼 |
| 33 | TELLEUR | Tellurian Inc | -0.2% | EXIT | 清倉 |
| 34 | ADBE | Adobe Inc | -0.2% | -20.83% | 減碼 |
| 35 | AES | Aes CORP | -0.2% | EXIT | 清倉 |
| 36 | HESM | Hess Midstream LP - Class A | -0.2% | +3.43% | 加碼 |
| 37 | MDLZ | Mondelez International Inc-a | -0.2% | -60.24% | 減碼 |
| 38 | LEA | Lear CORP | -0.2% | -24.53% | 減碼 |
| 39 | BLDR | Builders Firstsource Inc | -0.2% | -7.88% | 減碼 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +0.29% | 加碼 |
| 41 | NEE | Nextera Energy Inc | -0.4% | -2.58% | 減碼 |
| 42 | BKV | Bkv Corporation | -0.5% | EXIT | 清倉 |
| 43 | PAA | Plains All Amer Pipeline LP | -0.5% | +8.32% | 加碼 |
| 44 | AMD | Advanced Micro Devices | -0.5% | EXIT | 清倉 |
| 45 | AMT | American Tower CORP | -0.6% | EXIT | 清倉 |
| 46 | BLKCHF | Blackrock Inc | -0.6% | EXIT | 清倉 |
| 47 | ELV | Elevance Health Inc | -0.6% | -5.92% | 減碼 |
| 48 | LNG | Cheniere Energy Inc | -0.7% | -20.29% | 減碼 |
| 49 | OKE | Oneok Inc | -0.9% | -39.92% | 減碼 |
| 50 | TRGP | Targa Resources CORP | -1% | -21.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Eagle Global Advisors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$30.2億，共申報了 265 個公開持股部位。
在 Q4 2024 季度，Eagle Global Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (11.8%)、ET (4.7%)、WES (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.8% 的權重。
在 Q4 2024 季度中，Eagle Global Advisors LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 28 個部位、減碼 9 個部位以及清倉 6 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。