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: 0002043130
申報總市值
US$2.5億
US$2.5億
143 檔
14.6%
在 Q4 2024 的 13F 官方備案中，Generali Investments Towarzystwo Funduszy Inwestycyjnych 管理的美股投資組合規模來到 US$2.5億，整體持股檔數為 143 檔。
Q4 2024 數據顯示 Generali Investments Towarzystwo Funduszy Inwestycyjnych 積極進場，新開立 9 個部位並同步加碼 17 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Generali Investments Towarzystwo Funduszy Inwestycyjnych 的前 5 大核心持股（包含 GOOGL, MSFT, NVDA 等）合計佔整體申報市值的 14.6%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
TXN
市值: US$187.5萬
本季最大獲利了結 / 清倉標的
RBLX
前期市值: US$106.2萬
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.33% | -0.10% | +5.45% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.39% | -0.61% | +12.24% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.03% | -0.06% | -6.79% | |
| 4 | ADI | Analog Devices Inc | 股票-科技 | 3.71% | -0.26% | +27.64% | |
| 5 | ADBE | Adobe Inc | 股票-科技 | 3.67% | -0.66% | +29.05% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.45% | -0.53% | -1.42% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 2.50% | -0.18% | -24.19% | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 2.23% | -0.02% | +62.54% | |
| 9 | HUBS | Hubspot Inc | 股票-科技 | 2.14% | -0.12% | -28.38% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.12% | +0.09% | -8.24% | |
| 11 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.99% | -0.09% | -16.40% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.99% | +0.39% | +24.63% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 1.97% | -0.54% | -11.11% | |
| 14 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.78% | +0.42% | -18.87% | |
| 15 | MRVL | Marvell Technology Inc | 股票-科技 | 1.69% | -0.17% | -24.86% | |
| 16 | SNOW | Snowflake Inc | 股票-科技 | 1.68% | +0.32% | -2.60% | |
| 17 | MDB | Mongodb Inc | 股票-科技 | 1.66% | +0.06% | +32.26% | |
| 18 | MCHP | Microchip Technology Inc | 股票-科技 | 1.63% | -0.17% | +96.39% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.55% | +0.38% | -4.88% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.55% | -0.17% | -5.59% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.44% | +0.34% | +88.89% | |
| 22 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.37% | -0.23% | -8.33% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.31% | +0.03% | -0.97% | |
| 24 | MU | Micron Technology Inc | 股票-科技 | 1.30% | +1.71% | -1.11% | |
| 25 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.30% | +0.23% | — | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.27% | +0.32% | — | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.21% | -0.15% | -1.35% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.12% | -0.24% | +21.63% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 1.09% | -0.55% | — | |
| 30 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.05% | -0.02% | -31.80% | |
| 31 | ACN | Accenture plc | 股票-科技 | 1.02% | -0.03% | +4.18% | |
| 32 | DE | Deere & Co | 股票-工業 | 1.00% | -0.17% | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.00% | +0.06% | +5.36% | |
| 34 | BILL | Bill Holdings Inc | 股票-科技 | 0.96% | -0.15% | -7.14% | |
| 35 | FIVN | Five9 Inc | 股票-科技 | 0.90% | +0.05% | — | |
| 36 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.85% | -0.06% | +11.12% | |
| 37 | TECH | Bio-techne CORP | 股票-醫療保健 | 0.85% | -0.15% | +17.38% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.84% | +0.12% | — | |
| 39 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.84% | -0.20% | +5.54% | |
| 40 | TOST | Toast Inc-class A | 股票-科技 | 0.82% | +0.23% | -13.33% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.16% | +12.50% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.80% | -0.11% | — | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.79% | +0.51% | — | |
| 44 | EXK | Exact Sciences CORP | 股票-原物料 | 0.78% | — | +33.33% | |
| 45 | ENPH | Enphase Energy Inc | 股票-科技 | 0.76% | — | +72.73% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.74% | -0.09% | — | |
| 47 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.72% | -0.14% | -18.80% | |
| 48 | CF | Cf Industries Holdings Inc | 股票-原物料 | 0.71% | -0.28% | — | |
| 49 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.70% | -0.27% | +0.82% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.70% | -0.11% | +0.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TXN | Texas Instruments Inc | +1.1% | NEW | 新建倉 |
| 2 | LLY | Eli Lilly & Co | +0.7% | NEW | 新建倉 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +5.45% | 加碼 |
| 4 | PFE | Pfizer Inc | +0.4% | +205.44% | 加碼 |
| 5 | AMAT | Applied Materials Inc | +0.4% | +62.54% | 加碼 |
| 6 | MCHP | Microchip Technology Inc | +0.4% | +96.39% | 加碼 |
| 7 | SNOW | Snowflake Inc | +0.3% | -2.60% | 減碼 |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | NEW | 新建倉 |
| 9 | ADI | Analog Devices Inc | +0.3% | +27.64% | 加碼 |
| 10 | BILL | Bill Holdings Inc | +0.3% | -7.14% | 減碼 |
| 11 | FIVN | Five9 Inc | +0.2% | — | 不變 |
| 12 | TSLA | Tesla Inc | +0.2% | -24.19% | 減碼 |
| 13 | NET | Cloudflare Inc - Class A | +0.1% | -8.33% | 減碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +12.50% | 加碼 |
| 15 | LULU | Lululemon Athletica Inc | +0.1% | NEW | 新建倉 |
| 16 | MRVL | Marvell Technology Inc | +0.1% | -24.86% | 減碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -4.88% | 減碼 |
| 18 | CRM | Salesforce Inc | +0.1% | — | 不變 |
| 19 | SONY | Sony Group CORP - Sp Adr | +0.1% | +563.36% | 加碼 |
| 20 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建倉 |
| 21 | COP | Conocophillips | +0.1% | NEW | 新建倉 |
| 22 | COIN | Coinbase Global Inc -class A | +0.1% | NEW | 新建倉 |
| 23 | ULTA | Ulta Beauty Inc | +0.1% | NEW | 新建倉 |
| 24 | ABNB | Airbnb Inc-class A | +0.1% | NEW | 新建倉 |
| 25 | NFLX | Netflix Inc | +0.1% | +7.14% | 加碼 |
| 26 | MDB | Mongodb Inc | +0.1% | +32.26% | 加碼 |
| 27 | ADBE | Adobe Inc | +0.1% | +29.05% | 加碼 |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | -1.35% | 減碼 |
| 29 | DIS | Walt Disney Co/the | 0% | — | 不變 |
| 30 | MSFT | Microsoft CORP | 0% | +12.24% | 加碼 |
| 31 | MNST | Monster Beverage CORP | 0% | +11.12% | 加碼 |
| 32 | BAC | Bank Of America CORP | 0% | -0.97% | 減碼 |
| 33 | AMZN | Amazon.com Inc | 0% | -8.24% | 減碼 |
| 34 | NOW | Servicenow Inc | -0.1% | -11.11% | 減碼 |
| 35 | LOGI | Logitech International S.A. | -0.1% | EXIT | 清倉 |
| 36 | AAPL | Apple Inc | -0.1% | -1.42% | 減碼 |
| 37 | T | At&t Inc | -0.2% | -25.71% | 減碼 |
| 38 | REGN | Regeneron Pharmaceuticals | -0.2% | +27.71% | 加碼 |
| 39 | NKE | Nike Inc -cl B | -0.2% | +5.54% | 加碼 |
| 40 | CBRE | Cbre Group Inc - A | -0.2% | -18.80% | 減碼 |
| 41 | AMED | Amedisys Inc | -0.2% | EXIT | 清倉 |
| 42 | SHOP | Shopify Inc - Class A | -0.2% | -31.80% | 減碼 |
| 43 | DHR | Danaher CORP | -0.2% | +0.09% | 加碼 |
| 44 | NVDA | Nvidia CORP | -0.3% | -6.79% | 減碼 |
| 45 | STAA | Staar Surgical Co | -0.3% | +9.72% | 加碼 |
| 46 | ZS | Zscaler Inc | -0.3% | -30.85% | 減碼 |
| 47 | HUBS | Hubspot Inc | -0.4% | -28.38% | 減碼 |
| 48 | AMD | Advanced Micro Devices | -0.4% | +24.63% | 加碼 |
| 49 | MU | Micron Technology Inc | -0.5% | -1.11% | 減碼 |
| 50 | RBLX | Roblox CORP -class A | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Generali Investments Towarzystwo Funduszy Inwestycyjnych 在 Q4 2024 季度的美股持倉總市值約為 US$2.5億，共申報了 143 個公開持股部位。
在 Q4 2024 季度，Generali Investments Towarzystwo Funduszy Inwestycyjnych 按市值排列的前三大核心持股分別為：GOOGL (5.3%)、MSFT (4.4%)、NVDA (4.0%)。其中最大持股部位 GOOGL 佔據整體投資組合約 5.3% 的權重。
在 Q4 2024 季度中，Generali Investments Towarzystwo Funduszy Inwestycyjnych 共進行了 47 項持倉異動，包含新建倉 9 個部位、加碼 17 個部位、減碼 18 個部位以及清倉 3 個部位。 其中最大新建倉標的為 TXN。 本季清倉部位包含 RBLX。
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。
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。
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。