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: 0001712671
申報總市值
US$3.8億
US$3.8億
70 檔
16.8%
在 Q3 2024 申報期間，Geneva Partners, LLC（CIK: 0001712671）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$3.8億，共持有 70 個公開申報部位。
觀察 Q3 2024 的資金脈絡，Geneva Partners, LLC 在獲利結算 13 檔個股的同時，將資本重新部署至 15 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, AVGO）累計市值佔比達 16.8%，是驅動 Geneva Partners, LLC 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 | AAPL | Apple Inc | 股票-科技 | 6.55% | -0.05% | +3.29% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.36% | -2.78% | -3.28% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 5.08% | -1.86% | +896.73% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.71% | — | -1.82% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.57% | -0.65% | -4.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.53% | -2.02% | -8.63% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.35% | -1.80% | +15.71% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.01% | -1.73% | +1.93% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.76% | -1.53% | +3.09% | |
| 10 | TDG | Transdigm Group Inc | 股票-工業 | 3.54% | — | +0.67% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.35% | -1.80% | -6.01% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.84% | — | -9.40% | |
| 13 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 2.72% | — | -0.11% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 2.39% | — | +0.73% | |
| 15 | FISV | Fiserv Inc | 股票-其他 | 2.19% | — | +24.03% | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 2.13% | — | — | |
| 17 | PH | Parker Hannifin CORP | 股票-工業 | 2.00% | -1.33% | -0.22% | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.94% | -0.54% | -22.32% | |
| 19 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.89% | -1.68% | EXIT | |
| 20 | FDRR | Fidelity Div ETF Rise Rates | ETF-其他 | 1.85% | -0.94% | -1.17% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.62% | — | +0.27% | |
| 22 | CPRT | Copart Inc | 股票-工業 | 1.62% | — | -4.30% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 1.60% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | -0.36% | +0.42% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.42% | +3.16% | NEW | |
| 26 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.31% | -0.36% | +1.80% | |
| 27 | SPGI | S&p Global Inc | 股票-金融 | 1.23% | — | — | |
| 28 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.18% | — | -50.41% | |
| 29 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 1.10% | — | — | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.05% | — | — | |
| 31 | GWW | Ww Grainger Inc | 股票-工業 | 0.90% | — | +6.57% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.89% | — | +15.80% | |
| 33 | PWR | Quanta Services Inc | 股票-工業 | 0.80% | +0.07% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.80% | -0.29% | +3.18% | |
| 35 | MPLX | Mplx LP | 股票-能源 | 0.77% | -0.51% | — | |
| 36 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.74% | — | — | |
| 37 | EME | Emcor Group Inc | 股票-工業 | 0.73% | — | — | |
| 38 | XNTK | Ss Spdr Nyse Tech ETF | ETF-科技型 | 0.71% | -0.13% | -0.39% | |
| 39 | SYK | Stryker CORP | 股票-醫療保健 | 0.62% | — | — | |
| 40 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.57% | -0.17% | +1.52% | |
| 41 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.55% | — | +164.22% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | -0.06% | +6.99% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.51% | — | — | |
| 44 | EPD | Enterprise Products Partners | 股票-能源 | 0.51% | -0.34% | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | -0.10% | +0.84% | |
| 46 | BMI | Badger Meter Inc | 股票-科技 | 0.49% | — | — | |
| 47 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.35% | +0.94% | — | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.33% | — | — | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.33% | -0.15% | — | |
| 50 | URI | United Rentals Inc | 股票-工業 | 0.32% | — | -17.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow Inc | +2.1% | NEW | 新建倉 |
| 2 | NFLX | Netflix Inc | +1.6% | NEW | 新建倉 |
| 3 | SPGI | S&p Global Inc | +1.2% | NEW | 新建倉 |
| 4 | META | Meta Platforms Inc-class A | +1.2% | +15.71% | 加碼 |
| 5 | RYAN | Ryan Specialty Holdings Inc | +1.1% | NEW | 新建倉 |
| 6 | ORCL | Oracle CORP | +1.1% | NEW | 新建倉 |
| 7 | AAPL | Apple Inc | +1% | +3.29% | 加碼 |
| 8 | PWR | Quanta Services Inc | +0.8% | NEW | 新建倉 |
| 9 | FISV | Fiserv Inc | +0.8% | +24.03% | 加碼 |
| 10 | SPOT | Spotify Technology S.A. | +0.7% | NEW | 新建倉 |
| 11 | EME | Emcor Group Inc | +0.7% | NEW | 新建倉 |
| 12 | SYK | Stryker CORP | +0.6% | NEW | 新建倉 |
| 13 | AVGO | Broadcom Inc | +0.6% | +896.73% | 加碼 |
| 14 | TDG | Transdigm Group Inc | +0.5% | +0.67% | 加碼 |
| 15 | MPWR | Monolithic Power Systems Inc | +0.5% | -0.11% | 減碼 |
| 16 | BMI | Badger Meter Inc | +0.5% | NEW | 新建倉 |
| 17 | PH | Parker Hannifin CORP | +0.5% | -0.22% | 減碼 |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.5% | +1.93% | 加碼 |
| 19 | QUAL | Ishares Msci USA Quality Fac | +0.5% | +3.09% | 加碼 |
| 20 | RACE | Ferrari N.V. | +0.4% | +164.22% | 加碼 |
| 21 | HWM | Howmet Aerospace Inc | +0.4% | +1.80% | 加碼 |
| 22 | MA | Mastercard Inc - A | +0.4% | +0.73% | 加碼 |
| 23 | STRL | Sterling Infrastructure Inc | +0.4% | NEW | 新建倉 |
| 24 | UNH | Unitedhealth Group Inc | +0.3% | NEW | 新建倉 |
| 25 | GDX | Vaneck Gold Miners ETF | +0.3% | NEW | 新建倉 |
| 26 | FESM | Fidelity Enhanced Small Cap | +0.3% | NEW | 新建倉 |
| 27 | GE | General Electric | +0.2% | NEW | 新建倉 |
| 28 | NVDA | Nvidia CORP | 0% | -3.28% | 減碼 |
| 29 | AMZN | Amazon.com Inc | 0% | -1.82% | 減碼 |
| 30 | LLY | Eli Lilly & Co | -0.1% | -6.01% | 減碼 |
| 31 | MSFT | Microsoft CORP | -0.2% | -4.54% | 減碼 |
| 32 | WING | Wingstop Inc | -0.2% | EXIT | 清倉 |
| 33 | NVT | nVent Electric plc | -0.5% | EXIT | 清倉 |
| 34 | SNPS | Synopsys Inc | -0.5% | -72.20% | 減碼 |
| 35 | KLAC | Kla CORP | -0.6% | -22.32% | 減碼 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | -0.6% | EXIT | 清倉 |
| 37 | VRT | Vertiv Holdings Co-a | -0.6% | EXIT | 清倉 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.7% | -8.63% | 減碼 |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.7% | -9.40% | 減碼 |
| 40 | AMAT | Applied Materials Inc | -0.8% | -27.65% | 減碼 |
| 41 | SMCIUSD | Super Micro Computer Inc | -0.8% | EXIT | 清倉 |
| 42 | ANETEUR | Arista Networks Inc | -0.9% | -50.41% | 減碼 |
| 43 | MRK | Merck & Co. Inc. | -1.1% | EXIT | 清倉 |
| 44 | IBIT | Ishares Bitcoin Trust ETF | -1.1% | EXIT | 清倉 |
| 45 | BKNG | Booking Holdings Inc | -1.2% | EXIT | 清倉 |
| 46 | ASML | ASML Holding N.V. | -1.4% | EXIT | 清倉 |
| 47 | LRCXEUR | Lam Research CORP | -1.9% | EXIT | 清倉 |
| 48 | MCK | Mckesson CORP | -2% | EXIT | 清倉 |
| 49 | MU | Micron Technology Inc | -2.6% | EXIT | 清倉 |
| 50 | UBER | Uber Technologies Inc | -3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Geneva Partners, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.8億，共申報了 70 個公開持股部位。
在 Q3 2024 季度，Geneva Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (6.5%)、NVDA (6.4%)、AVGO (5.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.5% 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
NOW
市值: US$492.6萬
本季最大獲利了結 / 清倉標的
UBER
前期市值: US$735.2萬
在 Q3 2024 季度中，Geneva Partners, LLC 共進行了 50 項持倉異動，包含新建倉 15 個部位、加碼 10 個部位、減碼 12 個部位以及清倉 13 個部位。 其中最大新建倉標的為 NOW。 本季清倉部位包含 UBER。
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。