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: 0002101641
申報總市值
US$1.9億
US$1.9億
84 檔
12.6%
截至 Q1 2024 季度末，Finivi Inc. 的美股持倉估值約為 US$1.9億，全數申報部位共有 84 檔。
Finivi Inc. 在 Q1 2024 進行了結構性的板塊輪動與部位換股。在開立 7 個全新部位及加碼 20 檔持股的同時，亦同步清倉 13 檔並減碼 10 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 QQQ, MSFT, AMZN）占據了總市值的 12.6%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.16% | +0.24% | -3.12% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.84% | -0.13% | +0.77% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.19% | +0.16% | -0.98% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.57% | +0.10% | -7.98% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.53% | +0.50% | +0.66% | |
| 6 | WMT | Walmart Inc | 股票-非循環性消費 | 3.37% | -0.69% | +198.59% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.31% | +0.08% | +2.11% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.15% | -0.14% | +2.30% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.11% | -0.16% | -0.83% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.76% | +0.21% | -1.83% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.70% | +0.01% | -5.98% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 2.61% | -2.87% | EXIT | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.46% | -0.47% | -0.18% | |
| 14 | NU | Nu Holdings Ltd. | 股票-金融 | 2.24% | -0.52% | -10.75% | |
| 15 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.20% | -0.13% | +1.65% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.20% | +0.13% | +19.72% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.16% | +0.22% | -0.27% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.10% | -0.22% | +37.96% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.89% | -0.18% | -20.91% | |
| 20 | KR | Kroger Co | 股票-非循環性消費 | 1.87% | -0.45% | +2.03% | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.72% | +0.43% | NEW | |
| 22 | DE | Deere & Co | 股票-工業 | 1.59% | -0.01% | +3.09% | |
| 23 | XLB | Ss Materials Select Sector | ETF-其他 | 1.58% | -0.01% | +4.34% | |
| 24 | EPI | Wisdomtree India Earnings | ETF-其他 | 1.55% | — | — | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 1.43% | -0.84% | +2.73% | |
| 26 | OIH | Vaneck Oil Services ETF | ETF-其他 | 1.34% | — | +3.88% | |
| 27 | URI | United Rentals Inc | 股票-工業 | 1.31% | +0.14% | +3.03% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 1.23% | — | +3.20% | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.21% | -0.22% | +7.74% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.17% | -0.03% | +0.24% | |
| 31 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.14% | — | -3.08% | |
| 32 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.11% | — | +4.77% | |
| 33 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.03% | — | +2.93% | |
| 34 | T | At&t Inc | 股票-通訊服務 | 0.94% | -0.64% | +71.47% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.81% | — | -1.33% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.79% | — | -50.08% | |
| 37 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.73% | — | +0.99% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.70% | -0.01% | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | +0.10% | +3.27% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | +0.05% | -0.82% | |
| 41 | AMAT | Applied Materials Inc | 股票-科技 | 0.68% | +0.72% | -0.36% | |
| 42 | SHEL | Shell Plc-adr | 股票-能源 | 0.65% | -0.12% | +1.14% | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.64% | -0.26% | -6.86% | |
| 44 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.63% | +0.31% | +187.93% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | +0.01% | +3.39% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | -0.01% | -69.29% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.31% | -21.19% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.58% | +0.03% | +1.28% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.04% | +10.20% | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.53% | — | -19.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -1.83% | 減碼 |
| 2 | LLY | Eli Lilly & Co | +0.7% | +0.66% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.6% | -0.83% | 減碼 |
| 4 | COST | Costco Wholesale CORP | +0.6% | +37.96% | 加碼 |
| 5 | XLI | Ss Industrial Select Sector | +0.4% | +19.72% | 加碼 |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | +187.93% | 加碼 |
| 7 | T | At&t Inc | +0.4% | +71.47% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.4% | -0.98% | 減碼 |
| 9 | NU | Nu Holdings Ltd. | +0.4% | -10.75% | 減碼 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +2.30% | 加碼 |
| 11 | KR | Kroger Co | +0.3% | +2.03% | 加碼 |
| 12 | XOM | Exxon Mobil CORP | +0.3% | +3.75% | 加碼 |
| 13 | MPC | Marathon Petroleum CORP | +0.2% | +2.93% | 加碼 |
| 14 | ORLY | O'reilly Automotive Inc | +0.2% | +1.65% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.2% | +2.73% | 加碼 |
| 16 | URI | United Rentals Inc | +0.2% | +3.03% | 加碼 |
| 17 | MSFT | Microsoft CORP | +0.2% | +0.77% | 加碼 |
| 18 | WMT | Walmart Inc | +0.2% | +198.59% | 加碼 |
| 19 | ISRG | Intuitive Surgical Inc | +0.2% | +7.74% | 加碼 |
| 20 | CRM | Salesforce Inc | +0.1% | +3.20% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.1% | -5.98% | 減碼 |
| 22 | XLB | Ss Materials Select Sector | +0.1% | +4.34% | 加碼 |
| 23 | OIH | Vaneck Oil Services ETF | +0.1% | +3.88% | 加碼 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -3.12% | 減碼 |
| 25 | AUR | Aurora Innovation Inc | -0.2% | +1.57% | 加碼 |
| 26 | NEE | Nextera Energy Inc | -0.6% | -20.91% | 減碼 |
| 27 | AAPL | Apple Inc | -0.6% | +2.11% | 加碼 |
| 28 | TSLA | Tesla Inc | -0.8% | -62.14% | 減碼 |
| 29 | CMCSA | Comcast Corp-class A | -0.9% | -50.08% | 減碼 |
| 30 | JNJ | Johnson & Johnson | -1.5% | -69.29% | 減碼 |
| 31 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | 新建倉 |
| 32 | EPI | Wisdomtree India Earnings | — | NEW | 新建倉 |
| 33 | BA | Boeing Co/the | — | EXIT | 清倉 |
| 34 | KEY | Keycorp | — | EXIT | 清倉 |
| 35 | ETSY | Etsy Inc | — | EXIT | 清倉 |
| 36 | CFG | Citizens Financial Group | — | EXIT | 清倉 |
| 37 | CTRA | Coterra Energy Inc | — | EXIT | 清倉 |
| 38 | MUR | Murphy Oil CORP | — | NEW | 新建倉 |
| 39 | DIS | Walt Disney Co/the | — | EXIT | 清倉 |
| 40 | MSTR | Strategy Inc | — | NEW | 新建倉 |
| 41 | OXY | Occidental Petroleum CORP | — | EXIT | 清倉 |
| 42 | LMT | Lockheed Martin CORP | — | EXIT | 清倉 |
| 43 | CZR | Caesars Entertainment Inc | — | EXIT | 清倉 |
| 44 | VLO | Valero Energy CORP | — | NEW | 新建倉 |
| 45 | TMUS | T-mobile US Inc | — | EXIT | 清倉 |
| 46 | DHI | Dr Horton Inc | — | EXIT | 清倉 |
| 47 | CVX | Chevron CORP | — | EXIT | 清倉 |
| 48 | MA | Mastercard Inc - A | — | NEW | 新建倉 |
| 49 | RTX | Rtx CORP | — | NEW | 新建倉 |
| 50 | FDX | Fedex CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Finivi Inc. 在 Q1 2024 季度的美股持倉總市值約為 US$1.9億，共申報了 84 個公開持股部位。
在 Q1 2024 季度，Finivi Inc. 按市值排列的前三大核心持股分別為：QQQ (6.2%)、MSFT (4.8%)、AMZN (4.2%)。其中最大持股部位 QQQ 佔據整體投資組合約 6.2% 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
XBI
市值: US$190.0萬
本季最大獲利了結 / 清倉標的
BA
前期市值: US$133.0萬
在 Q1 2024 季度中，Finivi Inc. 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 20 個部位、減碼 10 個部位以及清倉 13 個部位。 其中最大新建倉標的為 XBI。 本季清倉部位包含 BA。
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。