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
229 檔
24.8%
根據最新整理的 13F 季度數據集，Eukles Asset Management 於 Q4 2024 結束時的管理資產規模為 US$2.4億。該機構在本季度申報了 229 檔美股持倉，呈現出該時期的主要投資地圖。
Eukles Asset Management 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 41 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Eukles Asset Management 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 24.8%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 229 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 | 7.87% | +0.08% | -4.43% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.53% | +0.18% | -6.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.04% | -0.41% | -6.69% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.03% | +0.42% | -4.20% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 3.14% | -0.19% | -6.06% | |
| 6 | URI | United Rentals Inc | 股票-工業 | 2.69% | +0.63% | +0.38% | |
| 7 | CBOE | Cboe Global Markets Inc | 股票-金融 | 2.62% | -0.80% | -6.17% | |
| 8 | ACN | Accenture plc | 股票-科技 | 2.50% | -0.59% | -7.76% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 2.22% | +1.46% | -7.55% | |
| 10 | RMD | Resmed Inc | 股票-醫療保健 | 2.18% | -0.43% | -4.01% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.07% | -0.38% | -6.07% | |
| 12 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.99% | -0.20% | -5.42% | |
| 13 | PGR | Progressive CORP | 股票-金融 | 1.86% | -0.04% | +0.45% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.82% | +0.16% | -7.35% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.79% | +0.04% | -5.09% | |
| 16 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.79% | -0.05% | -5.03% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.70% | +0.38% | -3.82% | |
| 18 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.65% | -0.11% | -5.31% | |
| 19 | CMI | Cummins Inc | 股票-工業 | 1.61% | +0.42% | -4.18% | |
| 20 | FDS | Factset Research Systems Inc | 股票-金融 | 1.60% | -0.06% | -1.25% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.48% | +0.06% | -3.98% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.47% | +0.09% | -3.69% | |
| 23 | IT | Gartner Inc | 股票-科技 | 1.45% | -0.17% | +1.77% | |
| 24 | BALL | Ball CORP | 股票-循環性消費 | 1.45% | -0.08% | -7.98% | |
| 25 | CHE | Chemed CORP | 股票-醫療保健 | 1.40% | +0.08% | -5.58% | |
| 26 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.28% | -0.40% | -5.60% | |
| 27 | STT | State Street CORP | 股票-金融 | 1.26% | +0.29% | -4.61% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.25% | +0.17% | +3.39% | |
| 29 | YUM | Yum! Brands Inc | 股票-循環性消費 | 1.15% | -0.09% | -7.06% | |
| 30 | ROK | Rockwell Automation Inc | 股票-工業 | 1.14% | +0.30% | -5.77% | |
| 31 | EMN | Eastman Chemical Co | 股票-原物料 | 1.11% | -0.18% | -4.28% | |
| 32 | FDX | Fedex CORP | 股票-工業 | 1.10% | -0.28% | -6.69% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.08% | +0.19% | -4.37% | |
| 34 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.08% | -0.30% | -5.17% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 1.07% | -0.04% | -3.15% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.06% | +0.01% | -3.00% | |
| 37 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.05% | -0.16% | +1.61% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | +0.05% | +2.46% | |
| 39 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.88% | -0.29% | -9.52% | |
| 40 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.86% | -0.02% | -4.87% | |
| 41 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.85% | +0.07% | +0.07% | |
| 42 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.83% | -0.12% | -4.03% | |
| 43 | KEL | Kellanova | 股票-其他 | 0.82% | — | -4.44% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.81% | +0.29% | -4.81% | |
| 45 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.73% | -0.02% | -4.60% | |
| 46 | LSTR | Landstar System Inc | 股票-工業 | 0.72% | +0.04% | -0.91% | |
| 47 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.71% | -0.02% | -1.01% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.70% | +0.05% | -6.12% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.68% | +0.15% | -5.16% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | -0.07% | -2.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -4.43% | 減碼 |
| 2 | IWF | Ishares Russell 1000 Growth | +0.3% | -4.20% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.2% | -3.98% | 減碼 |
| 4 | LII | Lennox International Inc | +0.2% | NEW | 新建倉 |
| 5 | WSM | Williams-sonoma Inc | +0.2% | +0.07% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | +2.46% | 加碼 |
| 7 | IWP | Ishares Russell Mid-cap Grow | +0.2% | -3.82% | 減碼 |
| 8 | CMI | Cummins Inc | +0.1% | -4.18% | 減碼 |
| 9 | FDS | Factset Research Systems Inc | +0.1% | -1.25% | 減碼 |
| 10 | STT | State Street CORP | +0.1% | -4.61% | 減碼 |
| 11 | FISV | Fiserv Inc | +0.1% | +0.02% | 加碼 |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +3.08% | 加碼 |
| 13 | PECO | Phillips Edison & Company In | +0.1% | NEW | 新建倉 |
| 14 | GILD | Gilead Sciences Inc | +0.1% | -1.12% | 減碼 |
| 15 | TJX | Tjx Companies Inc | +0.1% | -6.07% | 減碼 |
| 16 | LH | Labcorp Holdings Inc | +0.1% | -5.31% | 減碼 |
| 17 | FDX | Fedex CORP | 0% | -6.69% | 減碼 |
| 18 | PGR | Progressive CORP | 0% | +0.45% | 加碼 |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | — | -3.69% | 減碼 |
| 20 | HD | Home Depot Inc | 0% | -3.15% | 減碼 |
| 21 | IWS | Ishares Russell Mid-cap Valu | 0% | -4.37% | 減碼 |
| 22 | SPSB | Ss Spdr P St C CORP ETF | 0% | -5.09% | 減碼 |
| 23 | WEX | Wex Inc | 0% | -1.44% | 減碼 |
| 24 | CTSH | Cognizant Tech Solutions-a | 0% | -9.52% | 減碼 |
| 25 | LSTR | Landstar System Inc | 0% | -0.91% | 減碼 |
| 26 | FTA | First Trust L C Val Alp | 0% | -12.08% | 減碼 |
| 27 | YUM | Yum! Brands Inc | -0.1% | -7.06% | 減碼 |
| 28 | JNJ | Johnson & Johnson | -0.1% | -2.59% | 減碼 |
| 29 | ACN | Accenture plc | -0.1% | -7.76% | 減碼 |
| 30 | TXN | Texas Instruments Inc | -0.1% | -4.81% | 減碼 |
| 31 | SWKS | Skyworks Solutions Inc | -0.1% | -4.60% | 減碼 |
| 32 | EFA | Ishares Msci Eafe ETF | -0.1% | -5.16% | 減碼 |
| 33 | MTD | Mettler-toledo International | -0.1% | — | 不變 |
| 34 | RMD | Resmed Inc | -0.1% | -4.01% | 減碼 |
| 35 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -20.99% | 減碼 |
| 36 | CL | Colgate-palmolive Co | -0.1% | -4.87% | 減碼 |
| 37 | ORCL | Oracle CORP | -0.1% | -49.33% | 減碼 |
| 38 | HSY | Hershey Co/the | -0.1% | -5.17% | 減碼 |
| 39 | CBOE | Cboe Global Markets Inc | -0.1% | -6.17% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.2% | -6.69% | 減碼 |
| 41 | CHE | Chemed CORP | -0.2% | -5.58% | 減碼 |
| 42 | SHW | Sherwin-williams Co/the | -0.2% | -5.03% | 減碼 |
| 43 | OSK | Oshkosh CORP | -0.2% | -97.84% | 減碼 |
| 44 | URI | United Rentals Inc | -0.2% | +0.38% | 加碼 |
| 45 | CAT | Caterpillar Inc | -0.2% | -7.55% | 減碼 |
| 46 | EMN | Eastman Chemical Co | -0.2% | -4.28% | 減碼 |
| 47 | AOS | Smith (a.o.) CORP | -0.2% | -4.03% | 減碼 |
| 48 | ZTS | Zoetis Inc | -0.3% | -5.60% | 減碼 |
| 49 | BALL | Ball CORP | -0.4% | -7.98% | 減碼 |
| 50 | NVO | Novo-nordisk A/s-spons Adr | -0.7% | -7.35% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Eukles Asset Management 在 Q4 2024 季度的美股持倉總市值約為 US$2.4億，共申報了 229 個公開持股部位。
在 Q4 2024 季度，Eukles Asset Management 按市值排列的前三大核心持股分別為：NVDA (7.9%)、AAPL (5.5%)、MSFT (5.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.9% 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
LII
市值: US$44.7萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$1747.4萬
在 Q4 2024 季度中，Eukles Asset Management 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 6 個部位、減碼 41 個部位以及清倉 0 個部位。 其中最大新建倉標的為 LII。
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。