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
89 檔
14.9%
根據最新整理的 13F 季度數據集，Finivi Inc. 於 Q4 2024 結束時的管理資產規模為 US$1.9億。該機構在本季度申報了 89 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2024 的申報記錄反映 Finivi Inc. 的板塊替換策略：機構本季推動了 27 筆增持與 23 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 QQQ, AMZN, AAPL）占據了總市值的 14.9%，展現出該機構在 Q4 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 | 6.00% | +0.24% | -4.16% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.39% | +0.16% | -4.19% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.34% | +0.08% | +2.38% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.32% | +0.01% | -4.67% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.18% | -0.13% | -2.87% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.77% | +0.10% | -2.57% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 3.64% | -0.69% | -18.63% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.22% | -0.16% | -3.21% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.85% | -0.14% | +2.97% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.84% | +0.50% | -0.80% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.76% | +0.21% | -17.41% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.55% | -0.22% | +0.26% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.32% | +0.13% | +6.55% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 2.26% | -2.87% | EXIT | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.22% | +0.01% | +5.95% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.21% | -0.47% | -1.05% | |
| 17 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.14% | -0.13% | +1.90% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | +0.10% | +4.79% | |
| 19 | NU | Nu Holdings Ltd. | 股票-金融 | 2.08% | -0.52% | -3.85% | |
| 20 | KR | Kroger Co | 股票-非循環性消費 | 1.91% | -0.45% | +5.11% | |
| 21 | T | At&t Inc | 股票-通訊服務 | 1.85% | -0.64% | +45.84% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.79% | -0.18% | -4.45% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.78% | +0.22% | -2.70% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 1.70% | -0.84% | -9.65% | |
| 25 | C | Citigroup Inc | 股票-金融 | 1.43% | +0.12% | +9.05% | |
| 26 | URI | United Rentals Inc | 股票-工業 | 1.22% | +0.14% | +6.48% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.19% | -0.03% | +7.85% | |
| 28 | ES | Eversource Energy | 股票-公用事業 | 1.14% | -0.01% | +161.70% | |
| 29 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.13% | -0.18% | +6.22% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.82% | +0.10% | +34.18% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 0.78% | -0.11% | EXIT | |
| 32 | MSTR | Strategy Inc | 股票-科技 | 0.77% | — | +69.72% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.31% | -3.72% | |
| 34 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.68% | +0.17% | — | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.68% | — | -0.68% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | +0.05% | -5.10% | |
| 37 | DE | Deere & Co | 股票-工業 | 0.67% | -0.01% | +1.75% | |
| 38 | MLI | Mueller Industries Inc | 股票-工業 | 0.67% | +0.05% | — | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.66% | -0.01% | — | |
| 40 | XYZ | Block Inc | 股票-金融 | 0.63% | -0.44% | EXIT | |
| 41 | CNQ | Canadian Natural Resources | 股票-能源 | 0.58% | -0.23% | +85.35% | |
| 42 | KIM | Kimco Realty CORP | 股票-房地產 | 0.56% | — | +6.66% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.55% | +0.03% | +4.64% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.55% | -0.22% | +127.60% | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.55% | -0.36% | -1.74% | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.54% | +0.58% | -4.20% | |
| 47 | UBER | Uber Technologies Inc | 股票-工業 | 0.54% | -0.26% | +6.41% | |
| 48 | SHEL | Shell Plc-adr | 股票-能源 | 0.53% | -0.12% | -1.44% | |
| 49 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.52% | +0.31% | — | |
| 50 | ROK | Rockwell Automation Inc | 股票-工業 | 0.50% | +0.18% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | -4.67% | 減碼 |
| 2 | ES | Eversource Energy | +0.6% | +161.70% | 加碼 |
| 3 | T | At&t Inc | +0.6% | +45.84% | 加碼 |
| 4 | MSTR | Strategy Inc | +0.5% | +69.72% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.4% | -4.19% | 減碼 |
| 6 | AAPL | Apple Inc | +0.3% | +2.38% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -2.57% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +4.79% | 加碼 |
| 9 | ISRG | Intuitive Surgical Inc | +0.3% | +127.60% | 加碼 |
| 10 | GS | Goldman Sachs Group Inc | +0.3% | +34.18% | 加碼 |
| 11 | PEP | Pepsico Inc | +0.3% | +174.83% | 加碼 |
| 12 | C | Citigroup Inc | +0.3% | +9.05% | 加碼 |
| 13 | CNQ | Canadian Natural Resources | +0.2% | +85.35% | 加碼 |
| 14 | SPGI | S&p Global Inc | +0.2% | +40.75% | 加碼 |
| 15 | KR | Kroger Co | +0.2% | +5.11% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.2% | -9.65% | 減碼 |
| 17 | VRT | Vertiv Holdings Co-a | +0.2% | +6.22% | 加碼 |
| 18 | IWM | Ishares Russell 2000 ETF | +0.1% | +5.95% | 加碼 |
| 19 | ORLY | O'reilly Automotive Inc | +0.1% | +1.90% | 加碼 |
| 20 | AMAT | Applied Materials Inc | -0.2% | -4.87% | 減碼 |
| 21 | MCD | Mcdonald's CORP | -0.2% | -1.05% | 減碼 |
| 22 | AUR | Aurora Innovation Inc | -0.2% | -31.04% | 減碼 |
| 23 | XOM | Exxon Mobil CORP | -0.2% | +1.19% | 加碼 |
| 24 | MSFT | Microsoft CORP | -0.3% | -2.87% | 減碼 |
| 25 | NUE | Nucor CORP | -0.3% | -46.12% | 減碼 |
| 26 | NVDA | Nvidia CORP | -0.3% | -17.41% | 減碼 |
| 27 | UNH | Unitedhealth Group Inc | -0.4% | -2.70% | 減碼 |
| 28 | WMT | Walmart Inc | -0.4% | -18.63% | 減碼 |
| 29 | NEE | Nextera Energy Inc | -0.5% | -4.45% | 減碼 |
| 30 | LLY | Eli Lilly & Co | -0.5% | -0.80% | 減碼 |
| 31 | DELL | Dell Technologies -c | -0.6% | -78.11% | 減碼 |
| 32 | NU | Nu Holdings Ltd. | -0.8% | -3.85% | 減碼 |
| 33 | EPI | Wisdomtree India Earnings | -1.3% | -72.26% | 減碼 |
| 34 | XLB | Ss Materials Select Sector | — | EXIT | 清倉 |
| 35 | TECK | Teck Resources Ltd-cls B | — | EXIT | 清倉 |
| 36 | HOOD | Robinhood Markets Inc - A | — | NEW | 新建倉 |
| 37 | MLI | Mueller Industries Inc | — | NEW | 新建倉 |
| 38 | XYZ | Block Inc | — | NEW | 新建倉 |
| 39 | IBB | Ishares Biotechnology ETF | — | EXIT | 清倉 |
| 40 | PANW | Palo Alto Networks Inc | — | NEW | 新建倉 |
| 41 | ROK | Rockwell Automation Inc | — | NEW | 新建倉 |
| 42 | GIS | General Mills Inc | — | NEW | 新建倉 |
| 43 | ULTA | Ulta Beauty Inc | — | EXIT | 清倉 |
| 44 | MDY | State Street Spdr S&p Midcap | — | NEW | 新建倉 |
| 45 | DHI | Dr Horton Inc | — | EXIT | 清倉 |
| 46 | MUR | Murphy Oil CORP | — | EXIT | 清倉 |
| 47 | PWR | Quanta Services Inc | — | NEW | 新建倉 |
| 48 | APP | Applovin Corp-class A | — | NEW | 新建倉 |
| 49 | FISV | Fiserv Inc | — | NEW | 新建倉 |
| 50 | EMR | Emerson Electric Co | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Finivi Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$1.9億，共申報了 89 個公開持股部位。
在 Q4 2024 季度，Finivi Inc. 按市值排列的前三大核心持股分別為：QQQ (6.0%)、AMZN (4.4%)、AAPL (4.3%)。其中最大持股部位 QQQ 佔據整體投資組合約 6.0% 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
HOOD
市值: US$85.7萬
本季最大獲利了結 / 清倉標的
XLB
前期市值: US$186.2萬
在 Q4 2024 季度中，Finivi Inc. 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 16 個部位、減碼 17 個部位以及清倉 6 個部位。 其中最大新建倉標的為 HOOD。 本季清倉部位包含 XLB。
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。