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
147 檔
15.2%
在 Q4 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 147 個公開申報部位。
數據顯示 Garner Asset Management Corp 於 Q4 2024 季度持續回收資金，對 24 個既有部位進行裁減並清倉 5 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，Garner Asset Management Corp 的前 5 大核心持股（包含 QQQ, BRK-B, AAPL 等）合計佔整體申報市值的 15.2%，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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.76% | +0.40% | +5.47% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.01% | -0.43% | +0.02% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.92% | -0.21% | -0.43% | |
| 4 | RMR | Rmr Group Inc/the - A | 股票-其他 | 2.94% | +0.04% | +11.59% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.58% | -0.09% | -0.20% | |
| 6 | DHC | Diversified Healthcare Trust | 股票-其他 | 2.58% | — | -18.59% | |
| 7 | IP | International Paper Co | 股票-循環性消費 | 1.94% | -0.13% | -3.19% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.94% | +0.04% | -0.99% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.90% | -0.39% | -3.39% | |
| 10 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.87% | -0.51% | -10.88% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.82% | -0.43% | -1.58% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | -0.19% | -0.08% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.70% | -0.69% | +8.20% | |
| 14 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 1.70% | -0.32% | -4.28% | |
| 15 | T | At&t Inc | 股票-通訊服務 | 1.57% | -0.43% | +6.52% | |
| 16 | AN | Autonation Inc | 股票-循環性消費 | 1.46% | +0.04% | +0.62% | |
| 17 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.43% | -0.04% | +1.89% | |
| 18 | CME | Cme Group Inc | 股票-金融 | 1.40% | -0.42% | -0.10% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.28% | +0.48% | +6.09% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.22% | -0.08% | -3.88% | |
| 21 | BLKCHF | Blackrock Inc | 股票-其他 | 1.21% | — | +25.81% | |
| 22 | DELL | Dell Technologies -c | 股票-科技 | 1.17% | +1.24% | -0.31% | |
| 23 | COP | Conocophillips | 股票-能源 | 1.10% | -0.52% | +11.44% | |
| 24 | GLW | Corning Inc | 股票-科技 | 1.05% | +0.82% | -3.14% | |
| 25 | OKE | Oneok Inc | 股票-能源 | 0.99% | -0.32% | -3.69% | |
| 26 | BC | Brunswick CORP | 股票-循環性消費 | 0.98% | -0.03% | +3.13% | |
| 27 | WM | Waste Management Inc | 股票-工業 | 0.97% | -0.19% | +2.35% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.97% | +0.05% | -1.93% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.96% | +0.99% | +1.46% | |
| 30 | DOW | Dow Inc. | 股票-原物料 | 0.95% | — | +61.25% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.95% | +0.43% | +84.30% | |
| 32 | CALM | Cal-maine Foods Inc | 股票-非循環性消費 | 0.91% | -0.08% | -3.00% | |
| 33 | WHG | Westwood Holdings Group Inc | 股票-其他 | 0.91% | -0.13% | +11.42% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.89% | -0.03% | +0.18% | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 0.87% | +0.13% | +2.69% | |
| 36 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.86% | -0.01% | +5.28% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.78% | +0.09% | -1.38% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工業 | 0.78% | -0.05% | +5.33% | |
| 39 | GWW | Ww Grainger Inc | 股票-工業 | 0.78% | — | -1.33% | |
| 40 | FDX | Fedex CORP | 股票-工業 | 0.75% | -0.19% | +0.70% | |
| 41 | APO | Apollo Global Management, Inc. | 股票-金融 | 0.73% | — | -6.89% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.73% | -0.12% | -4.11% | |
| 43 | XYLG | Global X S&p 500 Covc & Grw | ETF-大型股與成長 | 0.73% | — | +4.97% | |
| 44 | SEB | Seaboard CORP | 股票-其他 | 0.72% | -0.24% | +45.76% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | +0.04% | -7.49% | |
| 46 | WY | Weyerhaeuser Co | 股票-房地產 | 0.68% | — | -1.26% | |
| 47 | ZG | Zillow Group Inc - A | 股票-通訊服務 | 0.61% | -0.13% | -2.07% | |
| 48 | D | Dominion Energy Inc | 股票-公用事業 | 0.60% | -0.06% | +33.10% | |
| 49 | FPI | Farmland Partners Inc | 股票-其他 | 0.60% | +0.14% | NEW | |
| 50 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.58% | -0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +5.47% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.4% | -0.20% | 減碼 |
| 3 | AAPL | Apple Inc | +0.4% | -0.43% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -0.99% | 減碼 |
| 5 | CALM | Cal-maine Foods Inc | +0.2% | -3.00% | 減碼 |
| 6 | TSLA | Tesla Inc | +0.2% | — | 不變 |
| 7 | T | At&t Inc | +0.2% | +6.52% | 加碼 |
| 8 | WMT | Walmart Inc | +0.2% | -1.58% | 減碼 |
| 9 | KYN | Kayne Anderson Energy Infra | +0.2% | -4.28% | 減碼 |
| 10 | OWL | Blue Owl Capital Inc | +0.2% | NEW | 新建倉 |
| 11 | DOW | Dow Inc. | +0.2% | +61.25% | 加碼 |
| 12 | IP | International Paper Co | +0.2% | -3.19% | 減碼 |
| 13 | MS | Morgan Stanley | +0.1% | -1.38% | 減碼 |
| 14 | D | Dominion Energy Inc | +0.1% | +33.10% | 加碼 |
| 15 | CVX | Chevron CORP | +0.1% | +8.20% | 加碼 |
| 16 | WHG | Westwood Holdings Group Inc | +0.1% | +11.42% | 加碼 |
| 17 | BKNG | Booking Holdings Inc | +0.1% | — | 不變 |
| 18 | SEB | Seaboard CORP | +0.1% | +45.76% | 加碼 |
| 19 | CME | Cme Group Inc | +0.1% | -0.10% | 減碼 |
| 20 | AVGO | Broadcom Inc | +0.1% | +5.38% | 加碼 |
| 21 | EIM | Eaton Vance Municipal Bond | +0.1% | +12.38% | 加碼 |
| 22 | SHOP | Shopify Inc - Class A | +0.1% | — | 不變 |
| 23 | ZG | Zillow Group Inc - A | +0.1% | -2.07% | 減碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.02% | 加碼 |
| 25 | AN | Autonation Inc | -0.1% | +0.62% | 加碼 |
| 26 | TXN | Texas Instruments Inc | -0.1% | +2.69% | 加碼 |
| 27 | BC | Brunswick CORP | -0.1% | +3.13% | 加碼 |
| 28 | KMB | Kimberly-clark CORP | -0.1% | -8.05% | 減碼 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -7.21% | 減碼 |
| 30 | STM | Stmicroelectronics Nv-ny Shs | -0.1% | -3.80% | 減碼 |
| 31 | NLYEUR | Annaly Capital Management In | -0.1% | -8.23% | 減碼 |
| 32 | STZ | Constellation Brands Inc-a | -0.1% | -3.07% | 減碼 |
| 33 | COLD | Americold Realty Trust Inc | -0.1% | +3.14% | 加碼 |
| 34 | SGOL | abrdn Physical Gold Shares ETF | -0.1% | -8.50% | 減碼 |
| 35 | MMM | 3m Co | -0.1% | EXIT | 清倉 |
| 36 | QCOM | Qualcomm Inc | -0.1% | -1.93% | 減碼 |
| 37 | CP | Canadian Pacific Kansas City Limited | -0.1% | EXIT | 清倉 |
| 38 | OLN | Olin CORP | -0.1% | +0.01% | 加碼 |
| 39 | WY | Weyerhaeuser Co | -0.1% | -1.26% | 減碼 |
| 40 | QRVO | Qorvo Inc | -0.1% | EXIT | 清倉 |
| 41 | PEP | Pepsico Inc | -0.2% | EXIT | 清倉 |
| 42 | LMT | Lockheed Martin CORP | -0.2% | -4.11% | 減碼 |
| 43 | AMD | Advanced Micro Devices | -0.2% | -2.09% | 減碼 |
| 44 | AMAT | Applied Materials Inc | -0.2% | +1.46% | 加碼 |
| 45 | FSLR | First Solar Inc | -0.2% | -12.34% | 減碼 |
| 46 | WEN | Wendy's Co/the | -0.2% | EXIT | 清倉 |
| 47 | RMR | Rmr Group Inc/the - A | -0.3% | +11.59% | 加碼 |
| 48 | VZ | Verizon Communications Inc | -0.5% | -10.88% | 減碼 |
| 49 | FPI | Farmland Partners Inc | -0.7% | -58.34% | 減碼 |
| 50 | DHC | Diversified Healthcare Trust | -0.8% | -18.59% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Garner Asset Management Corp 在 Q4 2024 季度的美股持倉總市值約為 US$3.1億，共申報了 147 個公開持股部位。
在 Q4 2024 季度，Garner Asset Management Corp 按市值排列的前三大核心持股分別為：QQQ (5.8%)、BRK-B (5.0%)、AAPL (4.9%)。其中最大持股部位 QQQ 佔據整體投資組合約 5.8% 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
OWL
市值: US$35.2萬
本季最大獲利了結 / 清倉標的
WEN
前期市值: US$48.3萬
在 Q4 2024 季度中，Garner Asset Management Corp 共進行了 47 項持倉異動，包含新建倉 1 個部位、加碼 17 個部位、減碼 24 個部位以及清倉 5 個部位。 其中最大新建倉標的為 OWL。 本季清倉部位包含 WEN。
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。