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: 0001532385
申報總市值
US$10.2億
US$10.2億
190 檔
11.0%
在 Q3 2024 申報期間，Genus Capital Management Inc.（CIK: 0001532385）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$10.2億，共持有 190 個公開申報部位。
在 Q3 2024 期間，Genus Capital Management Inc. 展現了靈活的資產再平衡步調，透過出清 9 檔弱勢或達到目標價部位，將資金轉置於 11 檔新建倉標的之中。
在資產配置集中度方面，Genus Capital Management Inc. 的前 5 大核心持股（包含 NVDA, RY, SFM 等）合計佔整體申報市值的 11.0%，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 | NVDA | Nvidia CORP | 股票-科技 | 4.60% | -0.29% | +4.52% | |
| 2 | RY | Royal Bank Of Canada | 股票-金融 | 3.02% | +0.43% | +17.17% | |
| 3 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 2.47% | — | -18.80% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.33% | -0.01% | +24.59% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.27% | -0.13% | +831.66% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.22% | -0.27% | +0.44% | |
| 7 | AYI | Acuity Inc | 股票-工業 | 2.15% | — | -13.64% | |
| 8 | CMI | Cummins Inc | 股票-工業 | 2.04% | +0.15% | +284.76% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.98% | +0.35% | +22.32% | |
| 10 | MLI | Mueller Industries Inc | 股票-工業 | 1.85% | — | +59.58% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.82% | -1.35% | +99.71% | |
| 12 | MSI | Motorola Solutions Inc | 股票-科技 | 1.76% | -0.35% | EXIT | |
| 13 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 1.74% | -0.02% | +5.80% | |
| 14 | GIL | Gildan Activewear Inc | 股票-循環性消費 | 1.67% | -0.71% | +402.04% | |
| 15 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.59% | +0.57% | +135.52% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.55% | +0.57% | +73.90% | |
| 17 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.52% | — | +8.62% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.51% | -0.11% | -0.17% | |
| 19 | KGC | Kinross Gold CORP | 股票-原物料 | 1.50% | -0.27% | -37.47% | |
| 20 | TD | Toronto-dominion Bank | 股票-金融 | 1.48% | +0.67% | -3.84% | |
| 21 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.44% | — | +31.53% | |
| 22 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.34% | -0.02% | +141.03% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | -0.01% | +12.35% | |
| 24 | NTAP | Netapp Inc | 股票-科技 | 1.32% | — | -28.40% | |
| 25 | PGR | Progressive CORP | 股票-金融 | 1.31% | — | -6.56% | |
| 26 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.30% | — | — | |
| 27 | SYF | Synchrony Financial | 股票-金融 | 1.19% | — | +15.46% | |
| 28 | SU | Suncor Energy Inc | 股票-能源 | 1.17% | -0.54% | +5.53% | |
| 29 | EIX | Edison International | 股票-公用事業 | 1.15% | -0.07% | +235.98% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.08% | -4.25% | |
| 31 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.09% | -0.44% | +9.19% | |
| 32 | ALL | Allstate CORP | 股票-金融 | 1.05% | — | +6.57% | |
| 33 | WMT | Walmart Inc | 股票-非循環性消費 | 1.00% | -0.37% | -22.18% | |
| 34 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.98% | -0.19% | +40.71% | |
| 35 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.91% | +0.30% | +17.56% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.87% | -1.13% | -61.29% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.05% | -33.63% | |
| 38 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.86% | -1.31% | — | |
| 39 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.86% | -0.49% | +15.74% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.86% | -0.50% | -30.77% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.84% | — | — | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.84% | — | — | |
| 43 | URI | United Rentals Inc | 股票-工業 | 0.84% | — | +23.30% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.81% | -0.44% | -3.06% | |
| 45 | CNQ | Canadian Natural Resources | 股票-能源 | 0.79% | -0.02% | EXIT | |
| 46 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.74% | — | +41.14% | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.70% | +0.72% | -22.05% | |
| 48 | APP | Applovin Corp-class A | 股票-科技 | 0.69% | — | +117.47% | |
| 49 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.66% | -0.73% | -30.59% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | +0.40% | +14.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CMI | Cummins Inc | +1.6% | +284.76% | 加碼 |
| 2 | GIL | Gildan Activewear Inc | +1.4% | +402.04% | 加碼 |
| 3 | BSX | Boston Scientific CORP | +1.3% | NEW | 新建倉 |
| 4 | IBM | Intl Business Machines CORP | +1.1% | +99.71% | 加碼 |
| 5 | MLI | Mueller Industries Inc | +1% | +59.58% | 加碼 |
| 6 | STX | Seagate Technology Holdings plc | +1% | +135.52% | 加碼 |
| 7 | MSI | Motorola Solutions Inc | +0.9% | +81.56% | 加碼 |
| 8 | EIX | Edison International | +0.9% | +235.98% | 加碼 |
| 9 | GILD | Gilead Sciences Inc | +0.9% | NEW | 新建倉 |
| 10 | HIG | Hartford Insurance Group Inc | +0.9% | +141.03% | 加碼 |
| 11 | ORCL | Oracle CORP | +0.8% | NEW | 新建倉 |
| 12 | TLT | Ishares 20+ Year Treasury Bd | +0.8% | NEW | 新建倉 |
| 13 | RY | Royal Bank Of Canada | +0.8% | +17.17% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.8% | +73.90% | 加碼 |
| 15 | NOW | Servicenow Inc | +0.6% | NEW | 新建倉 |
| 16 | BKNG | Booking Holdings Inc | +0.5% | NEW | 新建倉 |
| 17 | CVNA | Carvana Co | +0.5% | NEW | 新建倉 |
| 18 | GS | Goldman Sachs Group Inc | +0.5% | NEW | 新建倉 |
| 19 | GOVT | Ishares US Treasury Bond ETF | +0.5% | +24.59% | 加碼 |
| 20 | AAPL | Apple Inc | +0.5% | +22.32% | 加碼 |
| 21 | APP | Applovin Corp-class A | +0.5% | +117.47% | 加碼 |
| 22 | WSM | Williams-sonoma Inc | +0.5% | +2062.71% | 加碼 |
| 23 | BRBR | Bellring Brands Inc | +0.5% | NEW | 新建倉 |
| 24 | AGI | Alamos Gold Inc-class A | +0.4% | +5.80% | 加碼 |
| 25 | TXN | Texas Instruments Inc | +0.4% | NEW | 新建倉 |
| 26 | LPX | Louisiana-pacific CORP | +0.4% | NEW | 新建倉 |
| 27 | ANETEUR | Arista Networks Inc | +0.4% | +31.53% | 加碼 |
| 28 | ATKR | Atkore Inc | -0.5% | EXIT | 清倉 |
| 29 | WFC | Wells Fargo & Co | -0.5% | EXIT | 清倉 |
| 30 | MSFT | Microsoft CORP | -0.5% | -33.63% | 減碼 |
| 31 | MCO | Moody's CORP | -0.5% | -73.88% | 減碼 |
| 32 | DELL | Dell Technologies -c | -0.5% | EXIT | 清倉 |
| 33 | WPM | Wheaton Precious Metals CORP | -0.6% | -83.15% | 減碼 |
| 34 | NTAP | Netapp Inc | -0.6% | -28.40% | 減碼 |
| 35 | AMZN | Amazon.com Inc | -0.7% | -50.95% | 減碼 |
| 36 | KGC | Kinross Gold CORP | -0.7% | -37.47% | 減碼 |
| 37 | DXCM | Dexcom Inc | -0.7% | EXIT | 清倉 |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.7% | -59.50% | 減碼 |
| 39 | CRWD | Crowdstrike Holdings Inc - A | -0.8% | EXIT | 清倉 |
| 40 | MEDP | Medpace Holdings Inc | -0.8% | EXIT | 清倉 |
| 41 | CNI | Canadian Natl Railway Co | -0.8% | -60.61% | 減碼 |
| 42 | CMG | Chipotle Mexican Grill Inc | -0.9% | EXIT | 清倉 |
| 43 | GOOG | Alphabet Inc-cl C | -1.1% | -67.09% | 減碼 |
| 44 | LLY | Eli Lilly & Co | -1.1% | -77.68% | 減碼 |
| 45 | QCOM | Qualcomm Inc | -1.2% | -85.45% | 減碼 |
| 46 | LRCXEUR | Lam Research CORP | -1.3% | EXIT | 清倉 |
| 47 | EW | Edwards Lifesciences CORP | -1.3% | -78.96% | 減碼 |
| 48 | AMAT | Applied Materials Inc | -1.3% | EXIT | 清倉 |
| 49 | MRK | Merck & Co. Inc. | -1.6% | -61.29% | 減碼 |
| 50 | CLS | Celestica Inc | -1.9% | -85.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Genus Capital Management Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$10.2億，共申報了 190 個公開持股部位。
在 Q3 2024 季度，Genus Capital Management Inc. 按市值排列的前三大核心持股分別為：NVDA (4.6%)、RY (3.0%)、SFM (2.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.6% 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
BSX
市值: US$989.1萬
本季最大獲利了結 / 清倉標的
AMAT
前期市值: US$1009.7萬
在 Q3 2024 季度中，Genus Capital Management Inc. 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 16 個部位、減碼 14 個部位以及清倉 9 個部位。 其中最大新建倉標的為 BSX。 本季清倉部位包含 AMAT。
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。