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: 0001535061
申報總市值
US$33.7億
US$33.7億
813 檔
4.3%
Q3 2024 季度申報顯示，Edgestream Partners, L.P. 揭露的美股組合總市值為 US$33.7億，涵蓋 813 個不同之權益投資部位。
Q3 2024 的申報記錄反映 Edgestream Partners, L.P. 的板塊替換策略：機構本季推動了 27 筆增持與 23 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 SPY, QQQ, HYG）占據了總市值的 4.3%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 813 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.76% | +0.52% | -15.17% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.40% | +0.04% | -1.97% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.36% | +0.37% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | -0.28% | -26.65% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 0.83% | -0.18% | EXIT | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | +0.01% | NEW | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.69% | +0.48% | NEW | |
| 8 | LIN | Linde plc | 股票-原物料 | 0.46% | — | +104.47% | |
| 9 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.45% | +0.23% | +7.25% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.42% | -0.05% | EXIT | |
| 11 | PGR | Progressive CORP | 股票-金融 | 0.42% | +0.16% | -16.47% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | +0.06% | -4.00% | |
| 13 | SPG | Simon Property Group Inc | 股票-房地產 | 0.41% | +0.24% | +301.67% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.40% | +0.23% | +161.62% | |
| 15 | ADP | Automatic Data Processing | 股票-科技 | 0.40% | -0.03% | +385.91% | |
| 16 | FNF | Fidelity National Financial | 股票-金融 | 0.39% | — | +2.68% | |
| 17 | EVRG | Evergy Inc | 股票-公用事業 | 0.38% | -0.10% | +657.15% | |
| 18 | TDG | Transdigm Group Inc | 股票-工業 | 0.38% | +0.03% | +17.65% | |
| 19 | MKL | Markel Group Inc | 股票-金融 | 0.37% | -0.12% | EXIT | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.37% | +0.01% | +15.39% | |
| 21 | HAS | Hasbro Inc | 股票-循環性消費 | 0.37% | -0.02% | +1116.66% | |
| 22 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.36% | +0.29% | NEW | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.36% | -0.22% | +842.89% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.36% | +0.07% | +57.60% | |
| 25 | SPSC | Sps Commerce Inc | 股票-科技 | 0.36% | -0.12% | +17.45% | |
| 26 | CUBE | Cubesmart | 股票-房地產 | 0.35% | -0.01% | +86.32% | |
| 27 | MTDR | Matador Resources Co | 股票-能源 | 0.35% | +0.07% | NEW | |
| 28 | ESAB | Esab CORP | 股票-工業 | 0.35% | +0.01% | NEW | |
| 29 | LSTR | Landstar System Inc | 股票-工業 | 0.35% | — | +293.59% | |
| 30 | SO | Southern Co/the | 股票-公用事業 | 0.35% | -0.17% | -33.00% | |
| 31 | ORI | Old Republic Intl CORP | 股票-金融 | 0.35% | — | — | |
| 32 | 07WA | Mr Cooper Group Inc | 股票-其他 | 0.35% | — | -15.10% | |
| 33 | RS | Reliance Inc | 股票-原物料 | 0.35% | +0.21% | +3329.82% | |
| 34 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.35% | -0.01% | — | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.34% | +0.07% | NEW | |
| 36 | IBP | Installed Building Products | 股票-循環性消費 | 0.34% | — | +167.24% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.34% | +0.03% | +391.28% | |
| 38 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.33% | +0.17% | — | |
| 39 | CNA | Cna Financial CORP | 股票-其他 | 0.33% | -0.02% | — | |
| 40 | ALKS | Alkermes plc | 股票-醫療保健 | 0.33% | -0.06% | EXIT | |
| 41 | ARES | Ares Management CORP - A | 股票-金融 | 0.33% | — | -32.37% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.33% | -0.10% | +925.67% | |
| 43 | CHRD | Chord Energy CORP | 股票-能源 | 0.33% | -0.02% | EXIT | |
| 44 | TRGP | Targa Resources CORP | 股票-能源 | 0.33% | +0.14% | +32.31% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.33% | +0.02% | -37.67% | |
| 46 | VVV | Valvoline Inc | 股票-循環性消費 | 0.32% | — | — | |
| 47 | GOLF | Acushnet Holdings CORP | 股票-其他 | 0.32% | -0.23% | EXIT | |
| 48 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 0.32% | -0.11% | EXIT | |
| 49 | HUBS | Hubspot Inc | 股票-科技 | 0.32% | — | +272.78% | |
| 50 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.32% | +0.04% | +64.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +1.4% | NEW | 新建倉 |
| 2 | META | Meta Platforms Inc-class A | +0.6% | +313.05% | 加碼 |
| 3 | ABBV | Abbvie Inc | +0.4% | NEW | 新建倉 |
| 4 | MKL | Markel Group Inc | +0.4% | NEW | 新建倉 |
| 5 | HCA | Hca Healthcare Inc | +0.4% | NEW | 新建倉 |
| 6 | ORI | Old Republic Intl CORP | +0.4% | NEW | 新建倉 |
| 7 | ODFL | Old Dominion Freight Line | +0.4% | NEW | 新建倉 |
| 8 | HAS | Hasbro Inc | +0.3% | +1116.66% | 加碼 |
| 9 | SCHW | Schwab (charles) CORP | +0.3% | NEW | 新建倉 |
| 10 | RS | Reliance Inc | +0.3% | +3329.82% | 加碼 |
| 11 | EVRG | Evergy Inc | +0.3% | +657.15% | 加碼 |
| 12 | WTM | White Mountains Insurance Group, Ltd. | +0.3% | NEW | 新建倉 |
| 13 | CNA | Cna Financial CORP | +0.3% | NEW | 新建倉 |
| 14 | BMY | Bristol-myers Squibb Co | +0.3% | +842.89% | 加碼 |
| 15 | ADP | Automatic Data Processing | +0.3% | +385.91% | 加碼 |
| 16 | VVV | Valvoline Inc | +0.3% | NEW | 新建倉 |
| 17 | SPG | Simon Property Group Inc | +0.3% | +301.67% | 加碼 |
| 18 | VRRM | Verra Mobility CORP | +0.3% | NEW | 新建倉 |
| 19 | HLT | Hilton Worldwide Holdings In | +0.3% | NEW | 新建倉 |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | NEW | 新建倉 |
| 21 | EQH | Equitable Holdings Inc | +0.3% | NEW | 新建倉 |
| 22 | APG | Api Group CORP | +0.3% | +1315.81% | 加碼 |
| 23 | QCOM | Qualcomm Inc | +0.3% | +925.67% | 加碼 |
| 24 | GNTX | Gentex CORP | +0.3% | NEW | 新建倉 |
| 25 | KFY | Korn Ferry | +0.3% | NEW | 新建倉 |
| 26 | NEE | Nextera Energy Inc | +0.3% | +391.28% | 加碼 |
| 27 | ESS | Essex Property Trust Inc | +0.3% | +1306.51% | 加碼 |
| 28 | TDY | Teledyne Technologies Inc | -0.3% | EXIT | 清倉 |
| 29 | PWR | Quanta Services Inc | -0.3% | EXIT | 清倉 |
| 30 | AWR | American States Water Co | -0.3% | EXIT | 清倉 |
| 31 | HLI | Houlihan Lokey Inc | -0.3% | -84.91% | 減碼 |
| 32 | MCK | Mckesson CORP | -0.3% | -90.74% | 減碼 |
| 33 | RHP | Ryman Hospitality Properties | -0.3% | -68.16% | 減碼 |
| 34 | BRBR | Bellring Brands Inc | -0.3% | -70.09% | 減碼 |
| 35 | ONTO | Onto Innovation Inc | -0.3% | EXIT | 清倉 |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.4% | -85.97% | 減碼 |
| 37 | MAA | Mid-america Apartment Comm | -0.4% | EXIT | 清倉 |
| 38 | ESGRP | Enstar Group Limited - Deposita | -0.4% | EXIT | 清倉 |
| 39 | JNJ | Johnson & Johnson | -0.4% | -71.93% | 減碼 |
| 40 | FOX | Fox CORP - Class B | -0.4% | -82.07% | 減碼 |
| 41 | BC | Brunswick CORP | -0.4% | EXIT | 清倉 |
| 42 | HST | Host Hotels & Resorts Inc | -0.4% | EXIT | 清倉 |
| 43 | AEE | Ameren Corporation | -0.4% | -97.05% | 減碼 |
| 44 | APLE | Apple Hospitality Reit Inc | -0.5% | EXIT | 清倉 |
| 45 | CRI | Carter's Inc | -0.5% | EXIT | 清倉 |
| 46 | OPCH | Option Care Health Inc | -0.5% | EXIT | 清倉 |
| 47 | WGO | Winnebago Industries | -0.5% | EXIT | 清倉 |
| 48 | AAPL | Apple Inc | -0.5% | -38.31% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.5% | -26.65% | 減碼 |
| 50 | TSLA | Tesla Inc | -0.7% | -80.54% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Edgestream Partners, L.P. 在 Q3 2024 季度的美股持倉總市值約為 US$33.7億，共申報了 813 個公開持股部位。
在 Q3 2024 季度，Edgestream Partners, L.P. 按市值排列的前三大核心持股分別為：SPY (1.8%)、QQQ (1.4%)、HYG (1.4%)。其中最大持股部位 SPY 佔據整體投資組合約 1.8% 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
HYG
市值: US$3088.0萬
本季最大獲利了結 / 清倉標的
CRI
前期市值: US$976.0萬
在 Q3 2024 季度中，Edgestream Partners, L.P. 共進行了 50 項持倉異動，包含新建倉 16 個部位、加碼 11 個部位、減碼 11 個部位以及清倉 12 個部位。 其中最大新建倉標的為 HYG。 本季清倉部位包含 CRI。
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。