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: 0001378559
申報總市值
US$3.0億
US$3.0億
112 檔
29.9%
Q4 2024 季度申報顯示，First Dallas Securities Inc. 揭露的美股組合總市值為 US$3.0億，涵蓋 112 個不同之權益投資部位。
First Dallas Securities Inc. 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 2 個全新部位及加碼 22 檔持股的同時，亦同步清倉 7 檔並減碼 18 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 TPL, NVDA, AAPL）占據了總市值的 29.9%，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 | TPL | Texas Pacific Land CORP | 股票-能源 | 11.46% | -2.20% | -3.40% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 11.45% | +0.46% | +0.95% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.29% | +0.13% | +0.01% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.50% | -0.34% | +0.07% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.14% | +0.34% | +24.33% | |
| 6 | OKE | Oneok Inc | 股票-能源 | 2.59% | -0.49% | +0.35% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.49% | -0.82% | -5.50% | |
| 8 | UBER | Uber Technologies Inc | 股票-工業 | 1.96% | -0.29% | — | |
| 9 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 1.87% | — | +1.45% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.81% | -0.25% | -4.22% | |
| 11 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.75% | -0.17% | +0.55% | |
| 12 | GNRC | Generac Holdings Inc | 股票-工業 | 1.68% | +0.02% | -3.28% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.56% | -0.02% | +29.91% | |
| 14 | EXP | Eagle Materials Inc | 股票-原物料 | 1.53% | +0.05% | +6.42% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.51% | -0.48% | EXIT | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.46% | +0.58% | +0.21% | |
| 17 | ET | Energy Transfer LP | 股票-能源 | 1.43% | — | +1.49% | |
| 18 | VST | Vistra CORP | 股票-公用事業 | 1.42% | — | -4.80% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | -0.01% | -0.35% | |
| 20 | ETD | Ethan Allen Interiors Inc | 股票-其他 | 1.39% | +0.04% | +3.41% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.32% | -0.05% | +3.65% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.26% | -0.10% | +2.56% | |
| 23 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 1.16% | -0.30% | -1.92% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 1.12% | -0.05% | -7.62% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 1.09% | -0.26% | +0.42% | |
| 26 | EXE | Expand Energy CORP | 股票-能源 | 1.08% | -0.25% | +7.47% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.03% | -0.19% | -12.69% | |
| 28 | SN | SharkNinja, Inc. | 股票-循環性消費 | 0.92% | +0.33% | +1078.48% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | -0.05% | -0.77% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.86% | +0.03% | -15.44% | |
| 31 | T | At&t Inc | 股票-通訊服務 | 0.83% | -0.30% | +2.77% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.78% | +0.21% | -3.00% | |
| 33 | CLF | Cleveland-cliffs Inc | 股票-原物料 | 0.77% | -0.16% | -2.54% | |
| 34 | AMGN | Amgen Inc | 股票-醫療保健 | 0.77% | -0.05% | -9.16% | |
| 35 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.72% | -0.06% | -6.10% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | -0.16% | -3.69% | |
| 37 | DVN | Devon Energy CORP | 股票-能源 | 0.70% | — | +31.94% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.65% | — | -37.76% | |
| 39 | CMC | Commercial Metals Co | 股票-工業 | 0.61% | -0.05% | +41.54% | |
| 40 | CSWC | Capital Southwest CORP | 股票-其他 | 0.60% | -0.02% | +18.75% | |
| 41 | HR | Healthcare Realty Trust Inc | 股票-房地產 | 0.58% | +0.02% | +6.31% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.58% | -0.03% | -0.86% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.57% | -0.09% | -2.97% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.57% | -0.04% | +1.91% | |
| 45 | BANC | Banc Of California Inc | 股票-其他 | 0.49% | -0.02% | +25.82% | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.48% | +1.18% | -6.04% | |
| 47 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.48% | -0.12% | -7.78% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | -0.10% | +116.89% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事業 | 0.44% | -0.06% | +1.52% | |
| 50 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.44% | — | -7.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | +1.7% | -3.40% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.9% | +24.33% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.9% | +0.95% | 加碼 |
| 4 | SN | SharkNinja, Inc. | +0.8% | +1078.48% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | +0.01% | 加碼 |
| 6 | WFC | Wells Fargo & Co | +0.3% | +116.89% | 加碼 |
| 7 | HD | Home Depot Inc | +0.3% | +29.91% | 加碼 |
| 8 | ET | Energy Transfer LP | +0.3% | +1.49% | 加碼 |
| 9 | EXE | Expand Energy CORP | +0.2% | +7.47% | 加碼 |
| 10 | MTZ | Mastec Inc | +0.2% | +102.67% | 加碼 |
| 11 | WHR | Whirlpool CORP | +0.2% | +99.39% | 加碼 |
| 12 | OKE | Oneok Inc | +0.2% | +0.35% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +55.06% | 加碼 |
| 14 | HPE | Hewlett Packard Enterprise | +0.2% | +119.63% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.35% | 減碼 |
| 16 | CROX | Crocs Inc | +0.1% | NEW | 新建倉 |
| 17 | CMC | Commercial Metals Co | +0.1% | +41.54% | 加碼 |
| 18 | BANC | Banc Of California Inc | +0.1% | +25.82% | 加碼 |
| 19 | VST | Vistra CORP | +0.1% | -4.80% | 減碼 |
| 20 | WMT | Walmart Inc | +0.1% | +0.42% | 加碼 |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 22 | ULTA | Ulta Beauty Inc | -0.1% | EXIT | 清倉 |
| 23 | UAL | United Airlines Holdings Inc | -0.1% | EXIT | 清倉 |
| 24 | NCLH | Norwegian Cruise Line Holdings Ltd. | -0.1% | -38.13% | 減碼 |
| 25 | VZ | Verizon Communications Inc | -0.1% | -7.78% | 減碼 |
| 26 | PFE | Pfizer Inc | -0.1% | -40.93% | 減碼 |
| 27 | JNJ | Johnson & Johnson | -0.1% | -3.69% | 減碼 |
| 28 | COST | Costco Wholesale CORP | -0.1% | -12.69% | 減碼 |
| 29 | GNRC | Generac Holdings Inc | -0.1% | -3.28% | 減碼 |
| 30 | CAT | Caterpillar Inc | -0.2% | +0.21% | 加碼 |
| 31 | SYM | Symbotic Inc | -0.2% | -45.99% | 減碼 |
| 32 | CALY | Callaway Golf Company | -0.2% | EXIT | 清倉 |
| 33 | SLB | Slb LTD | -0.2% | EXIT | 清倉 |
| 34 | AMD | Advanced Micro Devices | -0.2% | EXIT | 清倉 |
| 35 | MU | Micron Technology Inc | -0.2% | -6.04% | 減碼 |
| 36 | ETD | Ethan Allen Interiors Inc | -0.2% | +3.41% | 加碼 |
| 37 | GM | General Motors Co | -0.2% | EXIT | 清倉 |
| 38 | ON | On Semiconductor | -0.2% | -25.95% | 減碼 |
| 39 | LLY | Eli Lilly & Co | -0.2% | +2.56% | 加碼 |
| 40 | EXP | Eagle Materials Inc | -0.2% | +6.42% | 加碼 |
| 41 | WYNN | Wynn Resorts LTD | -0.2% | +1.45% | 加碼 |
| 42 | IBM | Intl Business Machines CORP | -0.3% | -12.02% | 減碼 |
| 43 | AMGN | Amgen Inc | -0.3% | -9.16% | 減碼 |
| 44 | CLF | Cleveland-cliffs Inc | -0.3% | -2.54% | 減碼 |
| 45 | AXP | American Express Co | -0.3% | -37.76% | 減碼 |
| 46 | MRK | Merck & Co. Inc. | -0.3% | -15.44% | 減碼 |
| 47 | TSN | Tyson Foods Inc-cl A | -0.4% | EXIT | 清倉 |
| 48 | XOM | Exxon Mobil CORP | -0.5% | -5.50% | 減碼 |
| 49 | UBER | Uber Technologies Inc | -0.5% | — | 不變 |
| 50 | FCX | Freeport-mcmoran Inc | -0.6% | +0.55% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，First Dallas Securities Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$3.0億，共申報了 112 個公開持股部位。
在 Q4 2024 季度，First Dallas Securities Inc. 按市值排列的前三大核心持股分別為：TPL (11.5%)、NVDA (11.4%)、AAPL (7.3%)。其中最大持股部位 TPL 佔據整體投資組合約 11.5% 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
CROX
市值: US$31.2萬
本季最大獲利了結 / 清倉標的
TSN
前期市值: US$90.7萬
在 Q4 2024 季度中，First Dallas Securities Inc. 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 22 個部位、減碼 18 個部位以及清倉 7 個部位。 其中最大新建倉標的為 CROX。 本季清倉部位包含 TSN。
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。