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: 0001714093
申報總市值
US$3.1億
US$3.1億
155 檔
12.4%
在 Q1 2024 申報期間，Garner Asset Management Corp（CIK: 0001714093）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.1億，共持有 155 個公開申報部位。
Garner Asset Management Corp 於 Q1 2024 展現出進攻型調倉步調，本季推動了 17 檔股票的新建倉與 18 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 BRK-B, QQQ, AAPL）累計市值佔比達 12.4%，是驅動 Garner Asset Management Corp 該季度整體投資組合績效表現的核心支柱。
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.89% | -0.43% | +3.52% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.11% | +0.40% | +5.90% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.58% | -0.21% | +9.51% | |
| 4 | DHC | Diversified Healthcare Trust | 股票-其他 | 3.42% | — | +2.66% | |
| 5 | RMR | Rmr Group Inc/the - A | 股票-其他 | 2.91% | +0.04% | +13.01% | |
| 6 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.46% | -0.51% | +0.57% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.34% | -0.09% | -0.56% | |
| 8 | FPI | Farmland Partners Inc | 股票-其他 | 1.97% | +0.14% | NEW | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.19% | +4.00% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.74% | +0.04% | -0.87% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.73% | -0.39% | +14.89% | |
| 12 | IP | International Paper Co | 股票-循環性消費 | 1.62% | -0.13% | -3.13% | |
| 13 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 1.46% | -0.32% | -1.72% | |
| 14 | AN | Autonation Inc | 股票-循環性消費 | 1.42% | +0.04% | +6.28% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.36% | +0.48% | — | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.36% | -0.69% | +3.07% | |
| 17 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.33% | -0.04% | -3.60% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 1.33% | +0.99% | +2.61% | |
| 19 | CME | Cme Group Inc | 股票-金融 | 1.26% | -0.42% | +1.33% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.22% | -0.43% | +175.75% | |
| 21 | DELL | Dell Technologies -c | 股票-科技 | 1.21% | +1.24% | -0.27% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.18% | -0.09% | +3.90% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.16% | -0.08% | -3.13% | |
| 24 | T | At&t Inc | 股票-通訊服務 | 1.14% | -0.43% | -1.41% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 1.10% | +0.05% | +1.47% | |
| 26 | BLKCHF | Blackrock Inc | 股票-其他 | 1.02% | — | +2.13% | |
| 27 | WM | Waste Management Inc | 股票-工業 | 1.01% | -0.19% | +6.71% | |
| 28 | BC | Brunswick CORP | 股票-循環性消費 | 0.97% | -0.03% | +1.41% | |
| 29 | WY | Weyerhaeuser Co | 股票-房地產 | 0.95% | — | -5.09% | |
| 30 | OKE | Oneok Inc | 股票-能源 | 0.91% | -0.32% | +7.35% | |
| 31 | DOW | Dow Inc. | 股票-原物料 | 0.90% | — | — | |
| 32 | COP | Conocophillips | 股票-能源 | 0.89% | -0.52% | +1.88% | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.88% | +0.43% | +10.84% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.86% | -0.03% | +15.73% | |
| 35 | FDX | Fedex CORP | 股票-工業 | 0.83% | -0.19% | +1.65% | |
| 36 | GLW | Corning Inc | 股票-科技 | 0.82% | +0.82% | +2.49% | |
| 37 | GWW | Ww Grainger Inc | 股票-工業 | 0.81% | — | +6.57% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.80% | +0.66% | +6.17% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.76% | +0.13% | -9.15% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.74% | -0.01% | — | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.73% | -0.12% | +4.79% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.71% | -0.05% | +3.96% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | +0.04% | -0.39% | |
| 44 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.70% | -0.05% | -7.42% | |
| 45 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.67% | -0.05% | +10.21% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.64% | -0.05% | +15.83% | |
| 47 | APO | Apollo Global Management, Inc. | 股票-金融 | 0.60% | — | — | |
| 48 | ZG | Zillow Group Inc - A | 股票-通訊服務 | 0.59% | -0.13% | +7.99% | |
| 49 | OLN | Olin CORP | 股票-原物料 | 0.59% | -0.09% | +3.58% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.59% | +0.09% | -4.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1.4% | NEW | 新建倉 |
| 2 | DOW | Dow Inc. | +0.9% | NEW | 新建倉 |
| 3 | BKLN | Invesco Senior Loan ETF | +0.7% | NEW | 新建倉 |
| 4 | APO | Apollo Global Management, Inc. | +0.6% | NEW | 新建倉 |
| 5 | NLYEUR | Annaly Capital Management In | +0.6% | NEW | 新建倉 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +3.52% | 加碼 |
| 7 | XIFR | Xplr Infrastructure LP | +0.5% | +17196.30% | 加碼 |
| 8 | SLRC | Slr Investment CORP | +0.5% | NEW | 新建倉 |
| 9 | RYLD | Global X Russell 2000 Cov Cl | +0.4% | NEW | 新建倉 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +5.90% | 加碼 |
| 11 | DUK | Duke Energy Corporation | +0.4% | NEW | 新建倉 |
| 12 | META | Meta Platforms Inc-class A | +0.4% | NEW | 新建倉 |
| 13 | DELL | Dell Technologies -c | +0.3% | -0.27% | 減碼 |
| 14 | DKNG1USD | Draftkings Holdings Inc | +0.3% | NEW | 新建倉 |
| 15 | D | Dominion Energy Inc | +0.3% | +283.04% | 加碼 |
| 16 | ✓ | Madison Square Grdn Sprt Cor | +0.3% | NEW | 新建倉 |
| 17 | COST | Costco Wholesale CORP | +0.3% | +14.89% | 加碼 |
| 18 | QRVO | Qorvo Inc | +0.3% | NEW | 新建倉 |
| 19 | AN | Autonation Inc | +0.3% | +6.28% | 加碼 |
| 20 | AMAT | Applied Materials Inc | +0.3% | +2.61% | 加碼 |
| 21 | RTX | Rtx CORP | +0.2% | NEW | 新建倉 |
| 22 | RMR | Rmr Group Inc/the - A | +0.2% | +13.01% | 加碼 |
| 23 | IFF | Intl Flavors & Fragrances | +0.2% | NEW | 新建倉 |
| 24 | OKE | Oneok Inc | +0.2% | +7.35% | 加碼 |
| 25 | KYN | Kayne Anderson Energy Infra | +0.2% | -1.72% | 減碼 |
| 26 | WM | Waste Management Inc | +0.2% | +6.71% | 加碼 |
| 27 | SCHW | Schwab (charles) CORP | +0.2% | +15.83% | 加碼 |
| 28 | IP | International Paper Co | +0.2% | -3.13% | 減碼 |
| 29 | VZ | Verizon Communications Inc | +0.2% | +0.57% | 加碼 |
| 30 | DIS | Walt Disney Co/the | +0.2% | NEW | 新建倉 |
| 31 | QCOM | Qualcomm Inc | +0.2% | +1.47% | 加碼 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +15.73% | 加碼 |
| 33 | FDX | Fedex CORP | +0.2% | +1.65% | 加碼 |
| 34 | LOW | Lowe's Cos Inc | +0.2% | +25.36% | 加碼 |
| 35 | NOG1EUR | Northern Oil And Gas Inc | +0.1% | NEW | 新建倉 |
| 36 | STZ | Constellation Brands Inc-a | +0.1% | +10.21% | 加碼 |
| 37 | OIEUR | Owens-illinois Inc | +0.1% | NEW | 新建倉 |
| 38 | FPI | Farmland Partners Inc | -0.1% | -6.19% | 減碼 |
| 39 | OI | O-i Glass Inc | -0.1% | EXIT | 清倉 |
| 40 | PANW | Palo Alto Networks Inc | -0.1% | +10.84% | 加碼 |
| 41 | FBIN | Fortune Brands Innovations I | -0.2% | EXIT | 清倉 |
| 42 | CCK | Crown Holdings Inc | -0.2% | EXIT | 清倉 |
| 43 | PSEC | Prospect Capital CORP | -0.2% | -15.79% | 減碼 |
| 44 | RLTY | Cohen & Steers Rl Est Opprt | -0.3% | EXIT | 清倉 |
| 45 | BHP | Bhp Group Ltd-spon Adr | -0.4% | EXIT | 清倉 |
| 46 | RYLG | Global X Russ 2000 Cc & Gr | -0.4% | EXIT | 清倉 |
| 47 | NEE 6.926 09-01-25債券 | Nextera Energy Inc | -0.4% | EXIT | 清倉 |
| 48 | VVR | Invesco Senior Income Trust | -0.7% | EXIT | 清倉 |
| 49 | NVDA | Nvidia CORP | -2% | EXIT | 清倉 |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -7.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Garner Asset Management Corp 在 Q1 2024 季度的美股持倉總市值約為 US$3.1億，共申報了 155 個公開持股部位。
在 Q1 2024 季度，Garner Asset Management Corp 按市值排列的前三大核心持股分別為：BRK-B (4.9%)、QQQ (4.1%)、AAPL (3.6%)。其中最大持股部位 BRK-B 佔據整體投資組合約 4.9% 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
RSP
市值: US$276.0萬
本季最大獲利了結 / 清倉標的
VTI
前期市值: US$1601.6萬
在 Q1 2024 季度中，Garner Asset Management Corp 共進行了 50 項持倉異動，包含新建倉 17 個部位、加碼 18 個部位、減碼 5 個部位以及清倉 10 個部位。 其中最大新建倉標的為 RSP。 本季清倉部位包含 VTI。
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。