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: 0001377581
申報總市值
US$80.9億
US$80.9億
57 檔
29.2%
在 Q4 2024 的 13F 官方備案中，First Pacific Advisors, LP 管理的美股投資組合規模來到 US$80.9億，整體持股檔數為 57 檔。
數據顯示 First Pacific Advisors, LP 於 Q4 2024 季度持續回收資金，對 29 個既有部位進行裁減並清倉 6 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，First Pacific Advisors, LP 的前 5 大核心持股（包含 META, GOOGL, C 等）合計佔整體申報市值的 29.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 7.47% | -0.72% | -2.04% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.28% | -0.56% | -4.57% | |
| 3 | C | Citigroup Inc | 股票-金融 | 6.80% | +0.18% | -1.20% | |
| 4 | ADI | Analog Devices Inc | 股票-科技 | 6.41% | +0.17% | +0.36% | |
| 5 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 5.83% | -0.83% | +0.58% | |
| 6 | TEL | TE Connectivity plc | 股票-科技 | 5.44% | -0.96% | -2.76% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.94% | +0.46% | +0.03% | |
| 8 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 4.87% | -0.16% | +0.57% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.81% | -0.12% | -6.22% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 3.78% | -0.17% | -28.50% | |
| 11 | AON | Aon plc | 股票-金融 | 3.74% | -0.39% | -0.75% | |
| 12 | JEF | Jefferies Financial Group In | 股票-金融 | 3.14% | +0.17% | -28.43% | |
| 13 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 3.01% | — | +0.57% | |
| 14 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.98% | -0.63% | EXIT | |
| 15 | KMX | Carmax Inc | 股票-循環性消費 | 2.80% | +0.23% | +0.57% | |
| 16 | FERG | Ferguson Enterprises Inc | 股票-工業 | 2.74% | -0.36% | +0.38% | |
| 17 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.33% | +0.27% | +0.61% | |
| 18 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.21% | -0.99% | -9.35% | |
| 19 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 2.14% | -0.23% | -0.02% | |
| 20 | DEI | Douglas Emmett Inc | 股票-其他 | 1.42% | +0.14% | -2.89% | |
| 21 | MTN | Vail Resorts Inc | 股票-循環性消費 | 1.40% | +0.09% | +12.37% | |
| 22 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 1.35% | -0.24% | +27.74% | |
| 23 | WAB | Wabtec CORP | 股票-工業 | 1.28% | -0.28% | -20.16% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | +0.03% | -44.20% | |
| 25 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.14% | — | -28.47% | |
| 26 | NATL | Ncr Atleos CORP | 股票-科技 | 1.11% | -0.04% | -0.01% | |
| 27 | VNO | Vornado Realty Trust | 股票-房地產 | 1.08% | +0.21% | -6.70% | |
| 28 | UBER | Uber Technologies Inc | 股票-工業 | 1.03% | -0.11% | -16.85% | |
| 29 | GPOR | Gulfport Energy CORP | 股票-其他 | 0.91% | — | -10.01% | |
| 30 | BIO | Bio-rad Laboratories-a | 股票-醫療保健 | 0.74% | -0.13% | -0.02% | |
| 31 | W 0.625 10-01-25債券 | Wayfair Inc | 債券 | 0.74% | — | -48.58% | |
| 32 | DELL | Dell Technologies -c | 股票-科技 | 0.69% | -0.88% | EXIT | |
| 33 | VYX | Ncr Voyix CORP | 股票-科技 | 0.69% | +0.07% | -0.01% | |
| 34 | NOV | Nov Inc | 股票-能源 | 0.56% | -0.20% | — | |
| 35 | ECHO | Echostar Corp-a | 股票-通訊服務 | 0.34% | -0.03% | -0.02% | |
| 36 | PCG | P G & E CORP | 股票-公用事業 | 0.31% | -0.05% | -5.75% | |
| 37 | FBIN | Fortune Brands Innovations I | 股票-工業 | 0.24% | +0.53% | +0.56% | |
| 38 | LAUR | Laureate Education Inc | 股票-其他 | 0.19% | — | -11.36% | |
| 39 | RUSHA | Rush Enterprises Inc-cl A | 股票-循環性消費 | 0.14% | — | — | |
| 40 | STGW | Stagwell Inc | 股票-其他 | 0.11% | +0.01% | +4.74% | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.08% | — | +35.78% | |
| 42 | TDW | Tidewater Inc | 股票-能源 | 0.07% | -0.04% | — | |
| 43 | ONL | Orion Properties Inc. | 股票-其他 | 0.07% | -0.01% | — | |
| 44 | W 1 08-15-26債券 | Wayfair Inc | 債券 | 0.07% | — | — | |
| 45 | ALGT | Allegiant Travel Co | 股票-其他 | 0.05% | +0.01% | — | |
| 46 | NFLX | Netflix Inc | 股票-通訊服務 | 0.04% | -0.01% | -94.18% | |
| 47 | PDLB | Ponce Financial Group Inc | 股票-其他 | 0.03% | — | — | |
| 48 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.03% | — | — | |
| 49 | EBC | Eastern Bankshares Inc | 股票-其他 | 0.03% | — | EXIT | |
| 50 | PBFS | Pioneer Bancorp Inc/ny | 股票-其他 | 0.03% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | +0.9% | -1.20% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -4.57% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.7% | +0.03% | 加碼 |
| 4 | LPLA | Lpl Financial Holdings Inc | +0.7% | -0.02% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.6% | -6.22% | 減碼 |
| 6 | NOV | Nov Inc | +0.6% | NEW | 新建倉 |
| 7 | KMI | Kinder Morgan, Inc. | +0.5% | -7.09% | 減碼 |
| 8 | MTN | Vail Resorts Inc | +0.3% | +12.37% | 加碼 |
| 9 | CHTR | Charter Communications Inc-a | +0.3% | +0.57% | 加碼 |
| 10 | KMX | Carmax Inc | +0.2% | +0.57% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | -2.04% | 減碼 |
| 12 | AON | Aon plc | +0.2% | -0.75% | 減碼 |
| 13 | NATL | Ncr Atleos CORP | +0.2% | -0.01% | 減碼 |
| 14 | GPOR | Gulfport Energy CORP | +0.1% | -10.01% | 減碼 |
| 15 | MAR | Marriott International -cl A | +0.1% | -9.35% | 減碼 |
| 16 | DEI | Douglas Emmett Inc | +0.1% | -2.89% | 減碼 |
| 17 | VYX | Ncr Voyix CORP | 0% | -0.01% | 減碼 |
| 18 | VNO | Vornado Realty Trust | 0% | -6.70% | 減碼 |
| 19 | SGOV | Ishares 0-3 Month Treasury B | 0% | +35.78% | 加碼 |
| 20 | ALGT | Allegiant Travel Co | 0% | — | 不變 |
| 21 | BIO | Bio-rad Laboratories-a | 0% | -0.02% | 減碼 |
| 22 | VT | Vanguard Tot World Stk ETF | 0% | +13.42% | 加碼 |
| 23 | STGW | Stagwell Inc | 0% | +4.74% | 加碼 |
| 24 | W 1 08-15-26債券 | Wayfair Inc | 0% | — | 不變 |
| 25 | PCG | P G & E CORP | — | -5.75% | 減碼 |
| 26 | UPWK | Upwork Inc | — | — | 不變 |
| 27 | RUSHA | Rush Enterprises Inc-cl A | — | — | 不變 |
| 28 | LAUR | Laureate Education Inc | — | -11.36% | 減碼 |
| 29 | PDLB | Ponce Financial Group Inc | — | — | 不變 |
| 30 | MTAL | Metals Acquisition Corp. II | — | — | 不變 |
| 31 | SHC | Sotera Health Co | — | — | 不變 |
| 32 | RSVR | Reservoir Media Inc | — | EXIT | 清倉 |
| 33 | EBC | Eastern Bankshares Inc | — | — | 不變 |
| 34 | PBFS | Pioneer Bancorp Inc/ny | — | — | 不變 |
| 35 | PARR | Par Pacific Holdings Inc | — | — | 不變 |
| 36 | ESGRP | Enstar Group Limited - Deposita | — | — | 不變 |
| 37 | ONL | Orion Properties Inc. | 0% | — | 不變 |
| 38 | DELL | Dell Technologies -c | 0% | -3.17% | 減碼 |
| 39 | NX | Quanex Building Products | 0% | -47.33% | 減碼 |
| 40 | ECHO | Echostar Corp-a | 0% | -0.02% | 減碼 |
| 41 | TDW | Tidewater Inc | 0% | — | 不變 |
| 42 | Z 2.75 05-15-25債券 | Zillow Group Inc | 0% | EXIT | 清倉 |
| 43 | CIGI | Colliers Intl Gr-subord Vot | 0% | -79.46% | 減碼 |
| 44 | PPLI | People Inc | 0% | EXIT | 清倉 |
| 45 | ICLR | ICON Public Limited Company | -0.1% | +27.74% | 加碼 |
| 46 | FBIN | Fortune Brands Innovations I | -0.1% | +0.56% | 加碼 |
| 47 | UPWK 0.25 08-15-26債券 | Upwork Inc | -0.1% | EXIT | 清倉 |
| 48 | HLF | Herbalife Ltd. | -0.2% | EXIT | 清倉 |
| 49 | JEF | Jefferies Financial Group In | -0.2% | -28.43% | 減碼 |
| 50 | WAB | Wabtec CORP | -0.2% | -20.16% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，First Pacific Advisors, LP 在 Q4 2024 季度的美股持倉總市值約為 US$80.9億，共申報了 57 個公開持股部位。
在 Q4 2024 季度，First Pacific Advisors, LP 按市值排列的前三大核心持股分別為：META (7.5%)、GOOGL (7.3%)、C (6.8%)。其中最大持股部位 META 佔據整體投資組合約 7.5% 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
NOV
市值: US$3949.5萬
本季最大獲利了結 / 清倉標的
Z 1.375 09-01-26
前期市值: US$2121.3萬
在 Q4 2024 季度中，First Pacific Advisors, LP 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 14 個部位、減碼 29 個部位以及清倉 6 個部位。 其中最大新建倉標的為 NOV。 本季清倉部位包含 Z 1.375 09-01-26。
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。