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: 0001082327
申報總市值
US$367.0億
US$367.0億
571 檔
5.1%
根據最新整理的 13F 季度數據集，Fuller & Thaler Asset Management, Inc. 於 Q3 2024 結束時的管理資產規模為 US$367.0億。該機構在本季度申報了 571 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2024 的申報記錄反映 Fuller & Thaler Asset Management, Inc. 的板塊替換策略：機構本季推動了 102 筆增持與 98 筆減持，籌碼呈現明顯的結構重組。
整體而言，Fuller & Thaler Asset Management, Inc. 的前 5 大持股（包含 KEY, GPK, DOC）貢獻了組合市值的 5.1%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 571 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 | KEY | Keycorp | 股票-金融 | 1.72% | -0.20% | -5.09% | |
| 2 | GPK | Graphic Packaging Holding Co | 股票-循環性消費 | 1.60% | -0.08% | -1.90% | |
| 3 | DOC | Healthpeak Properties Inc | 股票-房地產 | 1.40% | +0.08% | -2.53% | |
| 4 | FNB | Fnb CORP | 股票-金融 | 1.38% | -0.14% | -10.62% | |
| 5 | ONB | Old National Bancorp | 股票-金融 | 1.31% | -0.14% | -13.35% | |
| 6 | CFG | Citizens Financial Group | 股票-金融 | 1.29% | — | -34.20% | |
| 7 | BERYEUR | Berry Global Group Inc | 股票-其他 | 1.26% | — | -2.43% | |
| 8 | EME | Emcor Group Inc | 股票-工業 | 1.25% | +0.27% | -26.48% | |
| 9 | AYI | Acuity Inc | 股票-工業 | 1.20% | +0.27% | -4.60% | |
| 10 | XRAY | Dentsply Sirona Inc | 股票-醫療保健 | 1.19% | -0.13% | +9.32% | |
| 11 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.18% | -0.41% | +29.49% | |
| 12 | DVN | Devon Energy CORP | 股票-能源 | 1.12% | -0.27% | -2.13% | |
| 13 | HRB | H&r Block Inc | 股票-循環性消費 | 1.04% | -0.05% | +18.10% | |
| 14 | AGCO | Agco CORP | 股票-工業 | 1.04% | -0.16% | +89.83% | |
| 15 | ICUI | Icu Medical Inc | 股票-其他 | 1.01% | -0.01% | -7.01% | |
| 16 | AWI | Armstrong World Industries | 股票-工業 | 1.01% | -0.10% | +1.23% | |
| 17 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.98% | -0.09% | +10.40% | |
| 18 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 0.97% | -0.53% | +3.58% | |
| 19 | SAIC | Science Applications Inte | 股票-科技 | 0.94% | +0.03% | +18.58% | |
| 20 | CMC | Commercial Metals Co | 股票-工業 | 0.89% | -0.41% | -11.36% | |
| 21 | KMPR | Kemper CORP | 股票-其他 | 0.89% | -0.10% | -17.32% | |
| 22 | SR | Spire Inc | 股票-公用事業 | 0.89% | -0.14% | -22.56% | |
| 23 | EXP | Eagle Materials Inc | 股票-原物料 | 0.88% | — | +11.11% | |
| 24 | MUSA | Murphy USA Inc | 股票-循環性消費 | 0.87% | +0.09% | -2.42% | |
| 25 | TXNM | Txnm Energy Inc | 股票-公用事業 | 0.83% | — | +3.94% | |
| 26 | BCO | Brink's Co/the | 股票-工業 | 0.82% | -0.12% | -12.10% | |
| 27 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.81% | -0.19% | -5.42% | |
| 28 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.81% | -0.31% | +17.88% | |
| 29 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.80% | -0.23% | -1.15% | |
| 30 | OLN | Olin CORP | 股票-原物料 | 0.77% | -0.27% | +22.35% | |
| 31 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 0.77% | -0.13% | -40.62% | |
| 32 | BCBUSD | Primo Water CORP | 股票-其他 | 0.75% | — | -1.75% | |
| 33 | TMHC | Taylor Morrison Home CORP | 股票-循環性消費 | 0.74% | -0.02% | -21.29% | |
| 34 | GVA | Granite Construction Inc | 股票-工業 | 0.74% | -0.03% | -16.36% | |
| 35 | EVR | Evercore Inc - A | 股票-金融 | 0.73% | -0.04% | -1.64% | |
| 36 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.72% | +0.08% | -22.00% | |
| 37 | EXEL | Exelixis Inc | 股票-醫療保健 | 0.71% | +0.09% | +211.56% | |
| 38 | UGI | Ugi CORP | 股票-公用事業 | 0.70% | -0.11% | +32.68% | |
| 39 | MTCH | Match Group Inc | 股票-通訊服務 | 0.68% | +0.07% | +92.78% | |
| 40 | MLI | Mueller Industries Inc | 股票-工業 | 0.68% | — | -6.67% | |
| 41 | IBP | Installed Building Products | 股票-循環性消費 | 0.67% | -0.16% | EXIT | |
| 42 | SF | Stifel Financial CORP | 股票-金融 | 0.65% | -0.03% | -0.28% | |
| 43 | POR | Portland General Electric Co | 股票-公用事業 | 0.62% | -0.16% | -1.80% | |
| 44 | MMSI | Merit Medical Systems Inc | 股票-醫療保健 | 0.62% | -0.19% | +3.28% | |
| 45 | REZI | Resideo Technologies Inc | 股票-工業 | 0.60% | -0.14% | +1.21% | |
| 46 | LRN | Stride Inc | 股票-非循環性消費 | 0.59% | -0.03% | +1.19% | |
| 47 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.59% | +0.32% | +0.89% | |
| 48 | CNO | Cno Financial Group Inc | 股票-金融 | 0.57% | -0.03% | -1.85% | |
| 49 | KRG | Kite Realty Group Trust | 股票-房地產 | 0.56% | -0.05% | -1.71% | |
| 50 | FHB | First Hawaiian Inc | 股票-其他 | 0.53% | -0.06% | -1.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EXEL | Exelixis Inc | +0.5% | +211.56% | 加碼 |
| 2 | AXTA | Axalta Coating Systems Ltd. | +0.5% | +1025.01% | 加碼 |
| 3 | AGCO | Agco CORP | +0.4% | +89.83% | 加碼 |
| 4 | EHC | Encompass Health CORP | +0.4% | NEW | 新建倉 |
| 5 | FIX | Comfort Systems USA Inc | +0.4% | +29.49% | 加碼 |
| 6 | TKR | Timken Co | +0.4% | NEW | 新建倉 |
| 7 | CNXC | Concentrix CORP | +0.4% | +1119.54% | 加碼 |
| 8 | ST | Sensata Technologies Holding plc | +0.4% | NEW | 新建倉 |
| 9 | MTCH | Match Group Inc | +0.4% | +92.78% | 加碼 |
| 10 | TNK | Teekay Tankers Ltd. | +0.3% | NEW | 新建倉 |
| 11 | CVLT | Commvault Systems Inc | +0.3% | NEW | 新建倉 |
| 12 | MWA | Mueller Water Products Inc-a | +0.3% | NEW | 新建倉 |
| 13 | ICUI | Icu Medical Inc | +0.2% | -7.01% | 減碼 |
| 14 | FTDR | Frontdoor Inc | +0.2% | +123.81% | 加碼 |
| 15 | EXP | Eagle Materials Inc | +0.2% | +11.11% | 加碼 |
| 16 | HRB | H&r Block Inc | +0.2% | +18.10% | 加碼 |
| 17 | VTY | Verint Systems Inc | +0.2% | +283.99% | 加碼 |
| 18 | SAIC | Science Applications Inte | +0.2% | +18.58% | 加碼 |
| 19 | UNF | Unifirst Corp/ma | +0.2% | NEW | 新建倉 |
| 20 | STRL | Sterling Infrastructure Inc | +0.2% | +17.88% | 加碼 |
| 21 | LITE | Lumentum Holdings Inc | +0.2% | NEW | 新建倉 |
| 22 | FTAI | FTAI Aviation Ltd. | +0.2% | NEW | 新建倉 |
| 23 | SFM | Sprouts Farmers Market Inc | +0.2% | NEW | 新建倉 |
| 24 | SMG | Scotts Miracle-gro Co | +0.2% | NEW | 新建倉 |
| 25 | INSP | Inspire Medical Systems Inc | +0.2% | NEW | 新建倉 |
| 26 | UGI | Ugi CORP | +0.2% | +32.68% | 加碼 |
| 27 | KVYO | Klaviyo Inc-a | +0.2% | NEW | 新建倉 |
| 28 | UAA | Under Armour Inc-class A | +0.2% | NEW | 新建倉 |
| 29 | SMTC | Semtech CORP | +0.2% | NEW | 新建倉 |
| 30 | LTH | Life Time Group Holdings Inc | +0.2% | NEW | 新建倉 |
| 31 | BOOT | Boot Barn Holdings Inc | +0.2% | NEW | 新建倉 |
| 32 | ALSN | Allison Transmission Holding | +0.2% | +3.58% | 加碼 |
| 33 | DAY | Dayforce Inc | +0.2% | NEW | 新建倉 |
| 34 | SPB | Spectrum Brands Holdings Inc | +0.2% | NEW | 新建倉 |
| 35 | LZB | La-z-boy Inc | +0.2% | NEW | 新建倉 |
| 36 | GTLB | Gitlab Inc-cl A | +0.2% | NEW | 新建倉 |
| 37 | AXS | AXIS Capital Holdings Limited | +0.1% | +32.70% | 加碼 |
| 38 | ZETA | Zeta Global Holdings Corp-a | +0.1% | +14.99% | 加碼 |
| 39 | BDC | Belden Inc | +0.1% | +23.90% | 加碼 |
| 40 | FLO | Flowers Foods Inc | +0.1% | +83.21% | 加碼 |
| 41 | SMPL | Simply Good Foods Co/the | +0.1% | +51.85% | 加碼 |
| 42 | VAC | Marriott Vacations World | +0.1% | +86.59% | 加碼 |
| 43 | NARIUSD | Inari Medical Inc | +0.1% | NEW | 新建倉 |
| 44 | AMG | Affiliated Managers Group | +0.1% | +34.60% | 加碼 |
| 45 | TXNM | Txnm Energy Inc | +0.1% | +3.94% | 加碼 |
| 46 | OLN | Olin CORP | +0.1% | +22.35% | 加碼 |
| 47 | G | Genpact Limited | +0.1% | +29.45% | 加碼 |
| 48 | DOCS | Doximity Inc-class A | +0.1% | +15.35% | 加碼 |
| 49 | HWKN | Hawkins Inc | +0.1% | +111.02% | 加碼 |
| 50 | XRAY | Dentsply Sirona Inc | +0.1% | +9.32% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fuller & Thaler Asset Management, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$367.0億，共申報了 571 個公開持股部位。
在 Q3 2024 季度，Fuller & Thaler Asset Management, Inc. 按市值排列的前三大核心持股分別為：KEY (1.7%)、GPK (1.6%)、DOC (1.4%)。其中最大持股部位 KEY 佔據整體投資組合約 1.7% 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
EHC
市值: US$1.1億
本季最大獲利了結 / 清倉標的
SMCIUSD
前期市值: US$1.1億
在 Q3 2024 季度中，Fuller & Thaler Asset Management, Inc. 共進行了 200 項持倉異動，包含新建倉 24 個部位、加碼 78 個部位、減碼 89 個部位以及清倉 9 個部位。 其中最大新建倉標的為 EHC。 本季清倉部位包含 SMCIUSD。
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。