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: 0001353254
申報總市值
US$1.5億
US$1.5億
94 檔
16.0%
在 Q1 2024 申報期間，EJF Capital LP（CIK: 0001353254）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.5億，共持有 94 個公開申報部位。
從 Q1 2024 申報觀察，EJF Capital LP 採取防禦導向的調倉策略，本季減碼 30 檔個股並出清 7 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 NBBK, FCNCA, EWBC）累計市值佔比達 16.0%，是驅動 EJF Capital LP 該季度整體投資組合績效表現的核心支柱。
| # | 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 | NBBK | Nb Bancorp Inc | 股票-其他 | 3.71% | -0.04% | +90.54% | |
| 2 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 3.55% | -0.70% | -18.57% | |
| 3 | EWBC | East West Bancorp Inc | 股票-金融 | 3.20% | — | -30.90% | |
| 4 | BANC | Banc Of California Inc | 股票-其他 | 3.15% | -0.19% | -32.97% | |
| 5 | TFC | Truist Financial CORP | 股票-金融 | 3.02% | — | -0.40% | |
| 6 | WTFC | Wintrust Financial CORP | 股票-金融 | 2.59% | +0.03% | -4.62% | |
| 7 | FHN | First Horizon CORP | 股票-金融 | 2.51% | -0.33% | +43.28% | |
| 8 | GNW | Genworth Financial Inc | 股票-金融 | 2.51% | -0.03% | +25.41% | |
| 9 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 2.48% | — | -4.24% | |
| 10 | OSBC | Old Second Bancorp Inc | 股票-其他 | 2.40% | +0.21% | +9.86% | |
| 11 | WAL | Western Alliance Bancorp | 股票-金融 | 2.35% | +0.01% | -26.93% | |
| 12 | FBMSUSD | First Bancshares Inc/ms | 股票-其他 | 2.35% | — | -10.81% | |
| 13 | SMMT | Summit Therapeutics Inc. | 股票-其他 | 2.31% | — | -17.44% | |
| 14 | CCB | Coastal Financial Corp/wa | 股票-其他 | 2.28% | -0.05% | -27.13% | |
| 15 | ✓ | 股票-其他 | 2.24% | — | +490.81% | ||
| 16 | CNNE | Cannae Holdings Inc | 股票-其他 | 2.23% | +0.81% | — | |
| 17 | HTB | Hometrust Bancshares Inc | 股票-其他 | 2.22% | -1.22% | +185.60% | |
| 18 | SYU1 | Synovus Financial CORP | 股票-其他 | 2.08% | — | -17.84% | |
| 19 | AX | Axos Financial Inc | 股票-金融 | 1.97% | +0.02% | -45.45% | |
| 20 | WBS | Webster Financial CORP | 股票-金融 | 1.81% | — | -48.49% | |
| 21 | COF | Capital One Financial CORP | 股票-金融 | 1.80% | -0.12% | +9.84% | |
| 22 | KEY | Keycorp | 股票-金融 | 1.70% | — | -24.61% | |
| 23 | UMBF | Umb Financial CORP | 股票-金融 | 1.69% | — | -19.17% | |
| 24 | ONB | Old National Bancorp | 股票-金融 | 1.66% | +0.02% | -17.49% | |
| 25 | EFSC | Enterprise Financial Service | 股票-其他 | 1.66% | — | -17.30% | |
| 26 | HTLFEUR | Heartland Financial USA Inc | 股票-其他 | 1.61% | — | -12.96% | |
| 27 | JXN | Jackson Financial Inc-a | 股票-金融 | 1.58% | — | -9.47% | |
| 28 | AAMI | Acadian Asset Management Inc | 股票-其他 | 1.56% | +0.05% | +9.18% | |
| 29 | SLM | Slm CORP | 股票-金融 | 1.49% | — | -27.33% | |
| 30 | CUBI | Customers Bancorp Inc | 股票-其他 | 1.43% | -0.22% | -20.80% | |
| 31 | FNB | Fnb CORP | 股票-金融 | 1.41% | — | -42.81% | |
| 32 | ECPG | Encore Capital Group Inc | 股票-其他 | 1.32% | +0.14% | +21.16% | |
| 33 | BCS | Barclays Plc-spons Adr | 股票-金融 | 1.31% | +0.29% | — | |
| 34 | SD2 | Sandy Spring Bancorp Inc | 股票-其他 | 1.28% | — | +26.61% | |
| 35 | FSBC | Five Star Bancorp | 股票-其他 | 1.17% | -1.19% | — | |
| 36 | PFS | Provident Financial Services | 股票-其他 | 1.14% | -0.33% | +21.55% | |
| 37 | OPY | Oppenheimer Holdings-cl A | 股票-其他 | 1.11% | +0.15% | +12.36% | |
| 38 | NXDT | Nexpoint Diversified Real Es | 股票-其他 | 1.10% | — | -17.49% | |
| 39 | OSPN | Onespan Inc | 股票-其他 | 1.01% | +0.29% | +13.13% | |
| 40 | RRR | Red Rock Resorts Inc-class A | 股票-其他 | 0.97% | +0.07% | +19.39% | |
| 41 | XHC | Heritage Commerce CORP | 股票-其他 | 0.92% | — | — | |
| 42 | ODP1 | Odp Corp/the | 股票-其他 | 0.88% | — | +13.79% | |
| 43 | EQH | Equitable Holdings Inc | 股票-金融 | 0.81% | +0.12% | -50.23% | |
| 44 | OPHC | Optimumbank Holdings Inc | 股票-其他 | 0.76% | — | — | |
| 45 | DBI | Designer Brands Inc-class A | 股票-其他 | 0.74% | -0.20% | +18.22% | |
| 46 | BPOP | Popular Inc | 股票-金融 | 0.69% | +0.08% | -11.78% | |
| 47 | LNKB | Linkbancorp Inc | 股票-其他 | 0.69% | — | -5.33% | |
| 48 | MCB | Metropolitan Bank Holding Co | 股票-其他 | 0.68% | +0.21% | -79.92% | |
| 49 | BCAL | California Bancorp | 股票-其他 | 0.65% | +0.03% | -39.44% | |
| 50 | CMA | Comerica Inc | 股票-其他 | 0.61% | — | -9.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NBBK | Nb Bancorp Inc | +2.3% | +90.54% | 加碼 |
| 2 | CNNE | Cannae Holdings Inc | +2.2% | NEW | 新建倉 |
| 3 | ✓ | +1.9% | +490.81% | 加碼 | |
| 4 | HTB | Hometrust Bancshares Inc | +1.7% | +185.60% | 加碼 |
| 5 | BCS | Barclays Plc-spons Adr | +1.3% | NEW | 新建倉 |
| 6 | FHN | First Horizon CORP | +1.3% | +43.28% | 加碼 |
| 7 | FSBC | Five Star Bancorp | +1.2% | NEW | 新建倉 |
| 8 | GNW | Genworth Financial Inc | +1% | +25.41% | 加碼 |
| 9 | XHC | Heritage Commerce CORP | +0.9% | NEW | 新建倉 |
| 10 | OPHC | Optimumbank Holdings Inc | +0.8% | NEW | 新建倉 |
| 11 | COF | Capital One Financial CORP | +0.7% | +9.84% | 加碼 |
| 12 | AAMI | Acadian Asset Management Inc | +0.7% | +9.18% | 加碼 |
| 13 | SYU1 | Synovus Financial CORP | +0.3% | -17.84% | 減碼 |
| 14 | ONB | Old National Bancorp | +0.2% | -17.49% | 減碼 |
| 15 | UMBF | Umb Financial CORP | +0.2% | -19.17% | 減碼 |
| 16 | KEY | Keycorp | +0.2% | -24.61% | 減碼 |
| 17 | SLM | Slm CORP | +0.1% | -27.33% | 減碼 |
| 18 | HTLFEUR | Heartland Financial USA Inc | +0.1% | -12.96% | 減碼 |
| 19 | FBMSUSD | First Bancshares Inc/ms | +0.1% | -10.81% | 減碼 |
| 20 | EWBC | East West Bancorp Inc | 0% | -30.90% | 減碼 |
| 21 | BANC | Banc Of California Inc | 0% | -32.97% | 減碼 |
| 22 | EFSC | Enterprise Financial Service | — | -17.30% | 減碼 |
| 23 | CUBI | Customers Bancorp Inc | -0.1% | -20.80% | 減碼 |
| 24 | SMMT | Summit Therapeutics Inc. | -0.1% | -17.44% | 減碼 |
| 25 | HTH | Hilltop Holdings Inc | -0.1% | -28.21% | 減碼 |
| 26 | NXDT | Nexpoint Diversified Real Es | -0.1% | -17.49% | 減碼 |
| 27 | WAL | Western Alliance Bancorp | -0.1% | -26.93% | 減碼 |
| 28 | FANG | Diamondback Energy Inc | -0.2% | EXIT | 清倉 |
| 29 | EQH | Equitable Holdings Inc | -0.3% | -50.23% | 減碼 |
| 30 | ✓ | Pagaya Technologies LTD | -0.3% | — | 不變 |
| 31 | BYFC | Broadway Financial Corp/de | -0.3% | EXIT | 清倉 |
| 32 | BCAL | California Bancorp | -0.3% | -39.44% | 減碼 |
| 33 | IDCC | Interdigital Inc | -0.3% | -68.93% | 減碼 |
| 34 | FNB | Fnb CORP | -0.4% | -42.81% | 減碼 |
| 35 | CCB | Coastal Financial Corp/wa | -0.4% | -27.13% | 減碼 |
| 36 | AER | AerCap Holdings N.V. | -0.7% | EXIT | 清倉 |
| 37 | AX | Axos Financial Inc | -0.8% | -45.45% | 減碼 |
| 38 | WBS | Webster Financial CORP | -0.8% | -48.49% | 減碼 |
| 39 | OMF | Onemain Holdings Inc | -1% | EXIT | 清倉 |
| 40 | ABCB | Ameris Bancorp | -1% | -84.92% | 減碼 |
| 41 | MBIN | Merchants Bancorp/in | -1.1% | -85.19% | 減碼 |
| 42 | AGO | Assured Guaranty Ltd. | -1.1% | EXIT | 清倉 |
| 43 | FRME | First Merchants CORP | -1.5% | -85.20% | 減碼 |
| 44 | BRBS | Blue Ridge Bankshares Inc | -1.5% | -97.03% | 減碼 |
| 45 | COLB | Columbia Banking System Inc | -1.6% | -84.16% | 減碼 |
| 46 | NYCBEUR | New York Community Bancorp | -1.6% | EXIT | 清倉 |
| 47 | IBTXUSD | Independent Bank Group Inc | -2% | -86.29% | 減碼 |
| 48 | FUNC | First United CORP | -2.1% | -83.93% | 減碼 |
| 49 | MCB | Metropolitan Bank Holding Co | -3% | -79.92% | 減碼 |
| 50 | ✓ | -4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，EJF Capital LP 在 Q1 2024 季度的美股持倉總市值約為 US$1.5億，共申報了 94 個公開持股部位。
在 Q1 2024 季度，EJF Capital LP 按市值排列的前三大核心持股分別為：NBBK (3.7%)、FCNCA (3.5%)、EWBC (3.2%)。其中最大持股部位 NBBK 佔據整體投資組合約 3.7% 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
CNNE
市值: US$321.4萬
本季最大獲利了結 / 清倉標的
前期市值: US$766.6萬
在 Q1 2024 季度中，EJF Capital LP 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 7 個部位、減碼 30 個部位以及清倉 7 個部位。 其中最大新建倉標的為 CNNE。 本季清倉部位包含 。
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。