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: 0001388814
申報總市值
US$63.6億
US$63.6億
87 檔
22.4%
在 Q3 2024 申報期間，Energy Income Partners, LLC（CIK: 0001388814）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$63.6億，共持有 87 個公開申報部位。
觀察 Q3 2024 的資金脈絡，Energy Income Partners, LLC 在獲利結算 1 檔個股的同時，將資本重新部署至 4 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Energy Income Partners, LLC 的前 5 大核心持股（包含 EPD, ET, OKE 等）合計佔整體申報市值的 22.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | EPD | Enterprise Products Partners | 股票-能源 | 9.03% | -0.36% | +2.90% | |
| 2 | ET | Energy Transfer LP | 股票-能源 | 6.92% | -0.12% | -0.49% | |
| 3 | OKE | Oneok Inc | 股票-能源 | 5.54% | -0.05% | +2.04% | |
| 4 | KMI | Kinder Morgan, Inc. | 股票-能源 | 4.67% | -0.22% | -0.96% | |
| 5 | MPLX | Mplx LP | 股票-能源 | 4.40% | +0.03% | +1.74% | |
| 6 | DTM | Dt Midstream Inc | 股票-能源 | 3.94% | +0.07% | -10.06% | |
| 7 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 3.93% | -0.06% | -1.06% | |
| 8 | SRE | Sempra | 股票-公用事業 | 3.67% | -0.10% | -3.24% | |
| 9 | TRGP | Targa Resources CORP | 股票-能源 | 3.11% | +0.03% | -1.98% | |
| 10 | NFG | National Fuel Gas Co | 股票-能源 | 2.85% | -0.28% | -2.34% | |
| 11 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 2.64% | -0.02% | -8.96% | |
| 12 | AEP | American Electric Power | 股票-公用事業 | 2.40% | +0.06% | -10.38% | |
| 13 | PPL | Ppl CORP | 股票-公用事業 | 2.22% | -0.23% | -2.24% | |
| 14 | WMB | Williams Cos Inc | 股票-能源 | 2.15% | -0.03% | -5.78% | |
| 15 | PWR | Quanta Services Inc | 股票-工業 | 1.99% | -0.06% | -0.91% | |
| 16 | ENB | Enbridge Inc | 股票-能源 | 1.78% | -0.36% | -2.49% | |
| 17 | LNG | Cheniere Energy Inc | 股票-能源 | 1.63% | +0.22% | -2.54% | |
| 18 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.59% | -0.02% | +3.20% | |
| 19 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.55% | +0.03% | -27.19% | |
| 20 | CQP | Cheniere Energy Partners LP | 股票-其他 | 1.54% | -0.09% | -7.74% | |
| 21 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.43% | +0.06% | -17.38% | |
| 22 | SHEL | Shell Plc-adr | 股票-能源 | 1.40% | -0.50% | +9.42% | |
| 23 | TRP | Tc Energy CORP | 股票-能源 | 1.36% | -0.23% | -4.75% | |
| 24 | ETR | Entergy CORP | 股票-公用事業 | 1.27% | -0.03% | +9.57% | |
| 25 | SUN | Sunoco LP | 股票-其他 | 1.22% | -0.11% | +8.43% | |
| 26 | EVRG | Evergy Inc | 股票-公用事業 | 1.20% | +0.11% | -10.79% | |
| 27 | AES | Aes CORP | 股票-公用事業 | 1.20% | +0.02% | +7.23% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | +0.18% | -3.77% | |
| 29 | DTE | Dte Energy Company | 股票-公用事業 | 1.16% | -0.09% | -8.97% | |
| 30 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.15% | +0.10% | -26.12% | |
| 31 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.11% | +0.01% | -14.88% | |
| 32 | CMS | Cms Energy CORP | 股票-公用事業 | 1.11% | -0.13% | -4.73% | |
| 33 | VST | Vistra CORP | 股票-公用事業 | 1.10% | +0.05% | +32.09% | |
| 34 | OGS | One Gas Inc | 股票-公用事業 | 1.04% | +0.30% | -31.66% | |
| 35 | NY4B | Clearway Energy Inc-a | 股票-其他 | 0.92% | -0.20% | -3.11% | |
| 36 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 0.92% | — | -0.58% | |
| 37 | FLR | Fluor CORP | 股票-工業 | 0.88% | +0.01% | +14.89% | |
| 38 | WLKP | Westlake Chemical Partners L | 股票-其他 | 0.87% | — | -1.83% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事業 | 0.81% | +0.04% | -3.56% | |
| 40 | HESM | Hess Midstream LP - Class A | 股票-其他 | 0.80% | — | -7.81% | |
| 41 | BP | Bp Plc-spons Adr | 股票-能源 | 0.77% | — | -7.72% | |
| 42 | AROC | Archrock Inc | 股票-能源 | 0.73% | +0.14% | +7.27% | |
| 43 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.71% | +0.16% | +0.27% | |
| 44 | SO | Southern Co/the | 股票-公用事業 | 0.66% | -0.06% | -70.01% | |
| 45 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.62% | -0.28% | -5.52% | |
| 46 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.56% | -0.02% | +17.53% | |
| 47 | D | Dominion Energy Inc | 股票-公用事業 | 0.51% | +0.12% | +58.68% | |
| 48 | IDA | Idacorp Inc | 股票-公用事業 | 0.46% | +0.04% | -11.35% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.45% | -0.06% | +51.40% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.44% | +0.18% | -5.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | OKE | Oneok Inc | +0.5% | +2.04% | 加碼 |
| 2 | VST | Vistra CORP | +0.5% | +32.09% | 加碼 |
| 3 | EQT | Eqt CORP | +0.3% | NEW | 新建倉 |
| 4 | ETR | Entergy CORP | +0.3% | +9.57% | 加碼 |
| 5 | KMI | Kinder Morgan, Inc. | +0.3% | -0.96% | 減碼 |
| 6 | PPL | Ppl CORP | +0.3% | -2.24% | 減碼 |
| 7 | TRGP | Targa Resources CORP | +0.2% | -1.98% | 減碼 |
| 8 | D | Dominion Energy Inc | +0.2% | +58.68% | 加碼 |
| 9 | PWR | Quanta Services Inc | +0.2% | -0.91% | 減碼 |
| 10 | AES | Aes CORP | +0.2% | +7.23% | 加碼 |
| 11 | PEG | Public Service Enterprise Gp | +0.2% | -8.96% | 減碼 |
| 12 | FLR | Fluor CORP | +0.2% | +14.89% | 加碼 |
| 13 | NFG | National Fuel Gas Co | +0.1% | -2.34% | 減碼 |
| 14 | NY4B | Clearway Energy Inc-a | +0.1% | -3.11% | 減碼 |
| 15 | ENB | Enbridge Inc | +0.1% | -2.49% | 減碼 |
| 16 | MPLX | Mplx LP | +0.1% | +1.74% | 加碼 |
| 17 | SLB | Slb LTD | +0.1% | +51.40% | 加碼 |
| 18 | SRE | Sempra | +0.1% | -3.24% | 減碼 |
| 19 | CMS | Cms Energy CORP | +0.1% | -4.73% | 減碼 |
| 20 | NOV | Nov Inc | +0.1% | +173.23% | 加碼 |
| 21 | CEG | Constellation Energy | +0.1% | +11.06% | 加碼 |
| 22 | TRP | Tc Energy CORP | +0.1% | -4.75% | 減碼 |
| 23 | INSW | International Seaways, Inc. | +0.1% | NEW | 新建倉 |
| 24 | DUK | Duke Energy CORP | +0.1% | -3.56% | 減碼 |
| 25 | PAA | Plains All Amer Pipeline LP | +0.1% | +17.53% | 加碼 |
| 26 | HP | Helmerich & Payne | +0.1% | +120.10% | 加碼 |
| 27 | GNRC | Generac Holdings Inc | +0.1% | NEW | 新建倉 |
| 28 | HAL | Halliburton Co | 0% | +38.41% | 加碼 |
| 29 | AEE | Ameren Corporation | 0% | -3.36% | 減碼 |
| 30 | AROC | Archrock Inc | 0% | +7.27% | 加碼 |
| 31 | NEE | Nextera Energy Inc | 0% | -5.98% | 減碼 |
| 32 | ECO | Okeanis Eco Tankers Corp. | 0% | NEW | 新建倉 |
| 33 | AEP | American Electric Power | 0% | -10.38% | 減碼 |
| 34 | DTE | Dte Energy Company | 0% | -8.97% | 減碼 |
| 35 | EVRG | Evergy Inc | — | -10.79% | 減碼 |
| 36 | XEL | Xcel Energy Inc | — | -14.88% | 減碼 |
| 37 | SUN | Sunoco LP | 0% | +8.43% | 加碼 |
| 38 | EPD | Enterprise Products Partners | 0% | +2.90% | 加碼 |
| 39 | CNP | Centerpoint Energy Inc | -0.1% | +0.27% | 加碼 |
| 40 | NJR | New Jersey Resources CORP | -0.1% | -32.64% | 減碼 |
| 41 | HESM | Hess Midstream LP - Class A | -0.1% | -7.81% | 減碼 |
| 42 | WEC | Wec Energy Group Inc | -0.2% | -26.12% | 減碼 |
| 43 | CQP | Cheniere Energy Partners LP | -0.2% | -7.74% | 減碼 |
| 44 | BP | Bp Plc-spons Adr | -0.2% | -7.72% | 減碼 |
| 45 | PAGP | Plains Gp Holdings Lp-cl A | -0.3% | -1.06% | 減碼 |
| 46 | OGS | One Gas Inc | -0.3% | -31.66% | 減碼 |
| 47 | ATO | Atmos Energy CORP | -0.3% | -27.19% | 減碼 |
| 48 | ET | Energy Transfer LP | -0.4% | -0.49% | 減碼 |
| 49 | ES | Eversource Energy | -0.6% | EXIT | 清倉 |
| 50 | SO | Southern Co/the | -1.3% | -70.01% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Energy Income Partners, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$63.6億，共申報了 87 個公開持股部位。
在 Q3 2024 季度，Energy Income Partners, LLC 按市值排列的前三大核心持股分別為：EPD (9.0%)、ET (6.9%)、OKE (5.5%)。其中最大持股部位 EPD 佔據整體投資組合約 9.0% 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
EQT
市值: US$1565.0萬
本季最大獲利了結 / 清倉標的
ES
前期市值: US$2649.9萬
在 Q3 2024 季度中，Energy Income Partners, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 17 個部位、減碼 28 個部位以及清倉 1 個部位。 其中最大新建倉標的為 EQT。 本季清倉部位包含 ES。
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。