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
829 檔
3.8%
在 Q4 2024 的 13F 官方備案中，Edgestream Partners, L.P. 管理的美股投資組合規模來到 US$33.7億，整體持股檔數為 829 檔。
在 Q4 2024 期間，Edgestream Partners, L.P. 展現了靈活的資產再平衡步調，透過出清 18 檔弱勢或達到目標價部位，將資金轉置於 14 檔新建倉標的之中。
在資產配置集中度方面，Edgestream Partners, L.P. 的前 5 大核心持股（包含 SPY, AAPL, MSFT 等）合計佔整體申報市值的 3.8%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
KDP
市值: US$993.3萬
本季最大獲利了結 / 清倉標的
HYG
前期市值: US$3088.0萬
僅顯示前 200 大持股（共 829 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 | 1.58% | +0.52% | -8.93% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 1.33% | -0.18% | EXIT | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | -0.28% | +8.12% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.81% | +0.04% | -42.85% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | +0.01% | NEW | |
| 6 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | +0.01% | +85.18% | |
| 7 | LIN | Linde plc | 股票-原物料 | 0.46% | — | +18.08% | |
| 8 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.44% | -0.07% | +39.36% | |
| 9 | TRGP | Targa Resources CORP | 股票-能源 | 0.44% | +0.14% | +14.87% | |
| 10 | ARES | Ares Management CORP - A | 股票-金融 | 0.42% | — | +16.88% | |
| 11 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 0.42% | — | — | |
| 12 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.42% | +0.17% | +24.51% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.42% | +0.02% | +1851.06% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 0.42% | +0.21% | — | |
| 15 | UNM | Unum Group | 股票-金融 | 0.41% | +0.08% | NEW | |
| 16 | BMRN | Biomarin Pharmaceutical Inc | 股票-醫療保健 | 0.41% | +0.11% | +407.65% | |
| 17 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.40% | -0.23% | EXIT | |
| 18 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.40% | -0.14% | — | |
| 19 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.40% | -0.19% | +441.77% | |
| 20 | TPR | Tapestry Inc | 股票-循環性消費 | 0.39% | -0.06% | +52.58% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | +0.16% | +288.85% | |
| 22 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.38% | +0.02% | +2265.00% | |
| 23 | LSTR | Landstar System Inc | 股票-工業 | 0.38% | — | +22.94% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.38% | -0.11% | +65.20% | |
| 25 | FSS | Federal Signal CORP | 股票-工業 | 0.37% | -0.21% | EXIT | |
| 26 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 0.37% | -0.12% | EXIT | |
| 27 | NOVT | Novanta Inc | 股票-其他 | 0.37% | — | — | |
| 28 | NI | Nisource Inc | 股票-公用事業 | 0.37% | +0.06% | — | |
| 29 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.37% | — | — | |
| 30 | IRM | Iron Mountain Inc | 股票-房地產 | 0.37% | — | +244.24% | |
| 31 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.36% | +0.17% | +2641.71% | |
| 32 | VRRM | Verra Mobility CORP | 股票-其他 | 0.35% | -0.34% | +35.26% | |
| 33 | SCCO | Southern Copper CORP | 股票-原物料 | 0.35% | — | +130.01% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | -0.10% | EXIT | |
| 35 | EIX | Edison International | 股票-公用事業 | 0.34% | +0.01% | NEW | |
| 36 | TCBI | Texas Capital Bancshares Inc | 股票-金融 | 0.34% | -0.18% | +149.02% | |
| 37 | CRC | California Resources CORP | 股票-能源 | 0.34% | +0.39% | NEW | |
| 38 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.34% | +0.08% | NEW | |
| 39 | SHOO | Steven Madden LTD | 股票-其他 | 0.33% | +0.07% | NEW | |
| 40 | QTWO | Q2 Holdings Inc | 股票-科技 | 0.33% | — | +0.68% | |
| 41 | ROP | Roper Technologies Inc | 股票-科技 | 0.33% | -0.29% | +513.53% | |
| 42 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.33% | -0.34% | +336.44% | |
| 43 | EVR | Evercore Inc - A | 股票-金融 | 0.33% | — | — | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.33% | +0.03% | +18.77% | |
| 45 | KIM | Kimco Realty CORP | 股票-房地產 | 0.33% | -0.10% | EXIT | |
| 46 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.32% | -0.30% | EXIT | |
| 47 | CSW | Csw Industrials Inc | 股票-工業 | 0.32% | — | — | |
| 48 | SON | Sonoco Products Co | 股票-循環性消費 | 0.32% | — | +422.18% | |
| 49 | BC | Brunswick CORP | 股票-循環性消費 | 0.32% | +0.02% | NEW | |
| 50 | BCPC | Balchem CORP | 股票-原物料 | 0.32% | +0.06% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +54.72% | 加碼 |
| 2 | KDP | Keurig Dr Pepper Inc | +0.4% | NEW | 新建倉 |
| 3 | AMGN | Amgen Inc | +0.4% | NEW | 新建倉 |
| 4 | UNM | Unum Group | +0.4% | NEW | 新建倉 |
| 5 | AOS | Smith (a.o.) CORP | +0.4% | NEW | 新建倉 |
| 6 | ORLY | O'reilly Automotive Inc | +0.4% | +1851.06% | 加碼 |
| 7 | NOVT | Novanta Inc | +0.4% | NEW | 新建倉 |
| 8 | NI | Nisource Inc | +0.4% | NEW | 新建倉 |
| 9 | MPWR | Monolithic Power Systems Inc | +0.4% | NEW | 新建倉 |
| 10 | ELV | Elevance Health Inc | +0.4% | +2265.00% | 加碼 |
| 11 | NFLX | Netflix Inc | +0.3% | +85.18% | 加碼 |
| 12 | FCX | Freeport-mcmoran Inc | +0.3% | +2641.71% | 加碼 |
| 13 | CRC | California Resources CORP | +0.3% | NEW | 新建倉 |
| 14 | MAR | Marriott International -cl A | +0.3% | +441.77% | 加碼 |
| 15 | EVR | Evercore Inc - A | +0.3% | NEW | 新建倉 |
| 16 | CSW | Csw Industrials Inc | +0.3% | NEW | 新建倉 |
| 17 | BMRN | Biomarin Pharmaceutical Inc | +0.3% | +407.65% | 加碼 |
| 18 | BC | Brunswick CORP | +0.3% | NEW | 新建倉 |
| 19 | FSS | Federal Signal CORP | +0.3% | +481.12% | 加碼 |
| 20 | ACT | Enact Holdings Inc | +0.3% | NEW | 新建倉 |
| 21 | OPCH | Option Care Health Inc | +0.3% | NEW | 新建倉 |
| 22 | IDXX | Idexx Laboratories Inc | +0.3% | +1388.52% | 加碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.3% | +288.85% | 加碼 |
| 24 | BA | Boeing Co/the | +0.3% | NEW | 新建倉 |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | EXIT | 清倉 |
| 26 | CMC | Commercial Metals Co | -0.3% | EXIT | 清倉 |
| 27 | CBZ | Cbiz Inc | -0.3% | EXIT | 清倉 |
| 28 | ODFL | Old Dominion Freight Line | -0.3% | -87.89% | 減碼 |
| 29 | VVV | Valvoline Inc | -0.3% | EXIT | 清倉 |
| 30 | SO | Southern Co/the | -0.3% | -91.83% | 減碼 |
| 31 | GOLF | Acushnet Holdings CORP | -0.3% | EXIT | 清倉 |
| 32 | HUBS | Hubspot Inc | -0.3% | EXIT | 清倉 |
| 33 | ABBV | Abbvie Inc | -0.3% | -71.69% | 減碼 |
| 34 | WTM | White Mountains Insurance Group, Ltd. | -0.3% | EXIT | 清倉 |
| 35 | CHRD | Chord Energy CORP | -0.3% | EXIT | 清倉 |
| 36 | IBP | Installed Building Products | -0.3% | EXIT | 清倉 |
| 37 | MTDR | Matador Resources Co | -0.4% | EXIT | 清倉 |
| 38 | ESAB | Esab CORP | -0.4% | EXIT | 清倉 |
| 39 | RS | Reliance Inc | -0.4% | EXIT | 清倉 |
| 40 | TDG | Transdigm Group Inc | -0.4% | -93.01% | 減碼 |
| 41 | HCA | Hca Healthcare Inc | -0.4% | EXIT | 清倉 |
| 42 | MKL | Markel Group Inc | -0.4% | EXIT | 清倉 |
| 43 | NVDA | Nvidia CORP | -0.4% | -89.35% | 減碼 |
| 44 | HAS | Hasbro Inc | -0.4% | EXIT | 清倉 |
| 45 | EVRG | Evergy Inc | -0.4% | EXIT | 清倉 |
| 46 | ADP | Automatic Data Processing | -0.4% | -94.76% | 減碼 |
| 47 | SHW | Sherwin-williams Co/the | -0.4% | -91.92% | 減碼 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -0.6% | -42.85% | 減碼 |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -0.7% | EXIT | 清倉 |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Edgestream Partners, L.P. 在 Q4 2024 季度的美股持倉總市值約為 US$33.7億，共申報了 829 個公開持股部位。
在 Q4 2024 季度，Edgestream Partners, L.P. 按市值排列的前三大核心持股分別為：SPY (1.6%)、AAPL (1.3%)、MSFT (1.0%)。其中最大持股部位 SPY 佔據整體投資組合約 1.6% 的權重。
在 Q4 2024 季度中，Edgestream Partners, L.P. 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 10 個部位、減碼 8 個部位以及清倉 18 個部位。 其中最大新建倉標的為 KDP。 本季清倉部位包含 HYG。
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。