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: 0001632553
申報總市值
US$2.4億
US$2.4億
240 檔
24.7%
在 Q3 2024 申報期間，Eukles Asset Management（CIK: 0001632553）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$2.4億，共持有 240 個公開申報部位。
從 Q3 2024 申報觀察，Eukles Asset Management 採取防禦導向的調倉策略，本季減碼 33 檔個股並出清 0 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 NVDA, MSFT, AAPL）累計市值佔比達 24.7%，是驅動 Eukles Asset Management 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 240 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 | NVDA | Nvidia CORP | 股票-科技 | 7.01% | +0.08% | -16.85% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.19% | -0.41% | -0.35% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.18% | +0.18% | -0.11% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.70% | +0.42% | -2.24% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 2.96% | -0.19% | -0.31% | |
| 6 | URI | United Rentals Inc | 股票-工業 | 2.90% | +0.63% | +1.99% | |
| 7 | CBOE | Cboe Global Markets Inc | 股票-金融 | 2.76% | -0.80% | -0.21% | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.57% | -0.59% | -0.97% | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.56% | +0.16% | -0.69% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.44% | +1.46% | -0.48% | |
| 11 | RMD | Resmed Inc | 股票-醫療保健 | 2.28% | -0.43% | -0.38% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.02% | -0.38% | -1.10% | |
| 13 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.99% | -0.05% | -1.57% | |
| 14 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.88% | -0.20% | -0.58% | |
| 15 | PGR | Progressive CORP | 股票-金融 | 1.85% | -0.04% | +1.31% | |
| 16 | BALL | Ball CORP | 股票-循環性消費 | 1.82% | -0.08% | -1.04% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.81% | +0.04% | +4.69% | |
| 18 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.60% | -0.11% | -1.32% | |
| 19 | CHE | Chemed CORP | 股票-醫療保健 | 1.58% | +0.08% | -1.91% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.54% | +0.38% | -3.24% | |
| 21 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.54% | -0.40% | -1.21% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.47% | +0.09% | +7.59% | |
| 23 | CMI | Cummins Inc | 股票-工業 | 1.47% | +0.42% | -0.97% | |
| 24 | FDS | Factset Research Systems Inc | 股票-金融 | 1.46% | -0.06% | -4.74% | |
| 25 | IT | Gartner Inc | 股票-科技 | 1.41% | -0.17% | +3.78% | |
| 26 | EMN | Eastman Chemical Co | 股票-原物料 | 1.34% | -0.18% | -0.59% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.24% | +0.06% | +8990.11% | |
| 28 | YUM | Yum! Brands Inc | 股票-循環性消費 | 1.21% | -0.09% | +0.06% | |
| 29 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.21% | -0.30% | -0.15% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.20% | +0.17% | +15.65% | |
| 31 | STT | State Street CORP | 股票-金融 | 1.13% | +0.29% | -4.38% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.09% | +0.19% | -3.36% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 1.08% | -0.04% | -5.40% | |
| 34 | FDX | Fedex CORP | 股票-工業 | 1.08% | -0.28% | -0.01% | |
| 35 | AOS | Smith (a.o.) CORP | 股票-工業 | 1.07% | -0.12% | -0.54% | |
| 36 | ROK | Rockwell Automation Inc | 股票-工業 | 1.07% | +0.30% | -0.92% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.04% | +0.01% | -3.75% | |
| 38 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.97% | -0.02% | -0.87% | |
| 39 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.97% | -0.16% | +2.00% | |
| 40 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.92% | -0.29% | -0.58% | |
| 41 | TXN | Texas Instruments Inc | 股票-科技 | 0.88% | +0.29% | -0.58% | |
| 42 | KEL | Kellanova | 股票-其他 | 0.81% | — | -5.21% | |
| 43 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.80% | -0.02% | -6.58% | |
| 44 | LSTR | Landstar System Inc | 股票-工業 | 0.76% | +0.04% | +0.69% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | +0.05% | +2.72% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.75% | +0.15% | -1.11% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | -0.07% | -4.89% | |
| 48 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.68% | -0.06% | +1.07% | |
| 49 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.67% | +0.07% | +101.76% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.67% | +0.05% | -0.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.2% | +8990.11% | 加碼 |
| 2 | URI | United Rentals Inc | +0.5% | +1.99% | 加碼 |
| 3 | CBRE | Cbre Group Inc - A | +0.4% | -0.58% | 減碼 |
| 4 | RMD | Resmed Inc | +0.4% | -0.38% | 減碼 |
| 5 | CBOE | Cboe Global Markets Inc | +0.3% | -0.21% | 減碼 |
| 6 | SHW | Sherwin-williams Co/the | +0.3% | -1.57% | 減碼 |
| 7 | PGR | Progressive CORP | +0.2% | +1.31% | 加碼 |
| 8 | CAT | Caterpillar Inc | +0.2% | -0.48% | 減碼 |
| 9 | ACN | Accenture plc | +0.2% | -0.97% | 減碼 |
| 10 | KEL | Kellanova | +0.2% | -5.21% | 減碼 |
| 11 | MMM | 3m Co | +0.2% | -1.85% | 減碼 |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +15.65% | 加碼 |
| 13 | AAPL | Apple Inc | +0.1% | -0.11% | 減碼 |
| 14 | IT | Gartner Inc | +0.1% | +3.78% | 加碼 |
| 15 | MA | Mastercard Inc - A | +0.1% | -0.31% | 減碼 |
| 16 | CMI | Cummins Inc | +0.1% | -0.97% | 減碼 |
| 17 | EMN | Eastman Chemical Co | +0.1% | -0.59% | 減碼 |
| 18 | STT | State Street CORP | +0.1% | -4.38% | 減碼 |
| 19 | BALL | Ball CORP | +0.1% | -1.04% | 減碼 |
| 20 | PYPL | Paypal Holdings Inc | +0.1% | -8.59% | 減碼 |
| 21 | ZTS | Zoetis Inc | +0.1% | -1.21% | 減碼 |
| 22 | FISV | Fiserv Inc | +0.1% | +1.36% | 加碼 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | -1.74% | 減碼 |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +7.59% | 加碼 |
| 25 | CTSH | Cognizant Tech Solutions-a | 0% | -0.58% | 減碼 |
| 26 | USB | US Bancorp | 0% | -0.55% | 減碼 |
| 27 | DE | Deere & Co | 0% | +5.60% | 加碼 |
| 28 | HD | Home Depot Inc | 0% | -5.40% | 減碼 |
| 29 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +9.21% | 加碼 |
| 30 | OHI | Omega Healthcare Investors | 0% | +0.45% | 加碼 |
| 31 | GGG | Graco Inc | 0% | +0.74% | 加碼 |
| 32 | WSM | Williams-sonoma Inc | 0% | +101.76% | 加碼 |
| 33 | CHE | Chemed CORP | 0% | -1.91% | 減碼 |
| 34 | LH | Labcorp Holdings Inc | 0% | -1.32% | 減碼 |
| 35 | AOS | Smith (a.o.) CORP | 0% | -0.54% | 減碼 |
| 36 | MTD | Mettler-toledo International | — | +1.07% | 加碼 |
| 37 | SPSB | Ss Spdr P St C CORP ETF | 0% | +4.69% | 加碼 |
| 38 | FDS | Factset Research Systems Inc | 0% | -4.74% | 減碼 |
| 39 | CL | Colgate-palmolive Co | 0% | -0.87% | 減碼 |
| 40 | JPM | Jpmorgan Chase & Co | 0% | +2.72% | 加碼 |
| 41 | IWS | Ishares Russell Mid-cap Valu | 0% | -3.36% | 減碼 |
| 42 | ROST | Ross Stores Inc | 0% | +2.00% | 加碼 |
| 43 | YUM | Yum! Brands Inc | 0% | +0.06% | 加碼 |
| 44 | TJX | Tjx Companies Inc | 0% | -1.10% | 減碼 |
| 45 | FTRE | Fortrea Holdings Inc | -0.1% | -76.43% | 減碼 |
| 46 | SWKS | Skyworks Solutions Inc | -0.2% | -6.58% | 減碼 |
| 47 | FDX | Fedex CORP | -0.2% | -0.01% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.6% | -0.35% | 減碼 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.8% | -0.69% | 減碼 |
| 50 | NVDA | Nvidia CORP | -2.2% | -16.85% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Eukles Asset Management 在 Q3 2024 季度的美股持倉總市值約為 US$2.4億，共申報了 240 個公開持股部位。
在 Q3 2024 季度，Eukles Asset Management 按市值排列的前三大核心持股分別為：NVDA (7.0%)、MSFT (5.2%)、AAPL (5.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.0% 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。
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$2137.8萬
在 Q3 2024 季度中，Eukles Asset Management 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 17 個部位、減碼 33 個部位以及清倉 0 個部位。
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。