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: 0001401561
申報總市值
US$27.2億
US$27.2億
973 檔
6.0%
截至 Q4 2024 季度末，GHP Investment Advisors, Inc. 的美股持倉估值約為 US$27.2億，全數申報部位共有 973 檔。
GHP Investment Advisors, Inc. 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 25 檔持股的同時，亦同步清倉 1 檔並減碼 23 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, SCHG, MSFT）占據了總市值的 6.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 973 檔）
| # | 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 | 1.95% | +0.04% | -1.35% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.90% | +0.08% | +299.12% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.08% | -1.21% | |
| 4 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.18% | +0.09% | +3.10% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.17% | +0.04% | +207.22% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.15% | -0.03% | +0.08% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.06% | +0.85% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.05% | +0.02% | +107.06% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.05% | +0.02% | -0.45% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | — | +0.13% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.04% | +0.08% | -0.69% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.03% | +0.16% | +0.97% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.02% | +0.01% | +0.85% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.01% | +0.07% | -11.60% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.01% | +0.04% | -1.41% | |
| 16 | HLI | Houlihan Lokey Inc | 股票-金融 | 1.00% | -0.11% | -3.54% | |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.99% | +0.12% | +1.58% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.96% | -0.02% | +7.33% | |
| 19 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.91% | -0.05% | +8.28% | |
| 20 | IDV | Ishares International Select | ETF-其他 | 0.91% | -0.14% | +8.35% | |
| 21 | CW | Curtiss-wright CORP | 股票-工業 | 0.90% | -0.06% | -4.33% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.89% | -0.04% | -1.02% | |
| 23 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 0.89% | -0.09% | +33.61% | |
| 24 | FICO | Fair Isaac CORP | 股票-科技 | 0.83% | — | -39.67% | |
| 25 | MCO | Moody's CORP | 股票-金融 | 0.82% | -0.07% | -1.46% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.81% | +0.02% | +1.33% | |
| 27 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.80% | -0.15% | +1.50% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.79% | +0.08% | +16.14% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.79% | +0.01% | -0.34% | |
| 30 | EME | Emcor Group Inc | 股票-工業 | 0.77% | -0.02% | -3.23% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.77% | — | -2.07% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.76% | -0.07% | +2.43% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.06% | -1.65% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.73% | -0.16% | -2.03% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.71% | +0.03% | +2.33% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.70% | -0.12% | +1.23% | |
| 37 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.69% | -0.03% | -0.47% | |
| 38 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.69% | -0.01% | +4.03% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | -0.04% | +1.93% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.04% | +0.01% | |
| 41 | NTAP | Netapp Inc | 股票-科技 | 0.65% | +0.15% | +1.08% | |
| 42 | ROK | Rockwell Automation Inc | 股票-工業 | 0.65% | +0.21% | +4.85% | |
| 43 | ESE | Esco Technologies Inc | 股票-科技 | 0.65% | +0.08% | -2.19% | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.64% | -0.02% | -0.69% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.64% | -0.01% | -0.48% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.63% | -0.11% | +0.82% | |
| 47 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.62% | -0.15% | +2.29% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.62% | +0.02% | -0.44% | |
| 49 | GRMN | Garmin Ltd. | 股票-科技 | 0.62% | -0.05% | -2.79% | |
| 50 | NDSN | Nordson CORP | 股票-工業 | 0.62% | +0.01% | +3.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 2 | FLGB | Franklin Ftse United Kingdom | +0.2% | +33.61% | 加碼 |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +16.14% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +0.97% | 加碼 |
| 5 | SCHG | Schwab US Large-cap Growth | +0.2% | +299.12% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | +0.13% | 加碼 |
| 7 | AAPL | Apple Inc | +0.1% | -1.35% | 減碼 |
| 8 | NDAQ | Nasdaq Inc | +0.1% | +19.48% | 加碼 |
| 9 | EMR | Emerson Electric Co | +0.1% | +8.33% | 加碼 |
| 10 | BR | Broadridge Financial Solutio | +0.1% | +14.67% | 加碼 |
| 11 | GRMN | Garmin Ltd. | +0.1% | -2.79% | 減碼 |
| 12 | AME | Ametek Inc | +0.1% | +11.73% | 加碼 |
| 13 | ULTA | Ulta Beauty Inc | +0.1% | +2.29% | 加碼 |
| 14 | ROK | Rockwell Automation Inc | +0.1% | +4.85% | 加碼 |
| 15 | TDY | Teledyne Technologies Inc | +0.1% | +4.03% | 加碼 |
| 16 | EXLS | Exlservice Holdings Inc | +0.1% | +3.72% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +3.18% | 加碼 |
| 18 | MCK | Mckesson CORP | +0.1% | +0.87% | 加碼 |
| 19 | WMT | Walmart Inc | +0.1% | -2.03% | 減碼 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -0.84% | 減碼 |
| 21 | SNA | Snap-on Inc | +0.1% | -0.15% | 減碼 |
| 22 | DIS | Walt Disney Co/the | +0.1% | +3.84% | 加碼 |
| 23 | SKAA | Skechers USA Inc-cl A | +0.1% | +7326.18% | 加碼 |
| 24 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -11.60% | 減碼 |
| 25 | STE | STERIS plc | -0.1% | +5.73% | 加碼 |
| 26 | PEP | Pepsico Inc | -0.1% | -1.12% | 減碼 |
| 27 | EXPD | Expeditors Intl Wash Inc | -0.1% | +4.67% | 加碼 |
| 28 | EMN | Eastman Chemical Co | -0.1% | -6.69% | 減碼 |
| 29 | SCHF | Schwab Intl Equity ETF | -0.1% | +107.06% | 加碼 |
| 30 | SCHC | Schwab Intl Small-cap Equity | -0.1% | +2.43% | 加碼 |
| 31 | CI | THE Cigna Group | -0.1% | +3.72% | 加碼 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -1.07% | 減碼 |
| 33 | TGT | Target CORP | -0.1% | -1.47% | 減碼 |
| 34 | GPC | Genuine Parts Co | -0.1% | -7.96% | 減碼 |
| 35 | STZ | Constellation Brands Inc-a | -0.1% | -5.43% | 減碼 |
| 36 | LSTR | Landstar System Inc | -0.1% | -4.81% | 減碼 |
| 37 | TTEK | Tetra Tech Inc | -0.1% | -0.79% | 減碼 |
| 38 | UHS | Universal Health Services-b | -0.1% | -0.78% | 減碼 |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.08% | 加碼 |
| 40 | CACI | Caci International Inc -cl A | -0.1% | -2.75% | 減碼 |
| 41 | PLUS | Eplus Inc | -0.1% | +0.52% | 加碼 |
| 42 | NSIT | Insight Enterprises Inc | -0.1% | -3.80% | 減碼 |
| 43 | KLAC | Kla CORP | -0.1% | -0.99% | 減碼 |
| 44 | DOW | Dow Inc | -0.1% | -73.69% | 減碼 |
| 45 | NDSN | Nordson CORP | -0.1% | +3.21% | 加碼 |
| 46 | ELV | Elevance Health Inc | -0.1% | -8.91% | 減碼 |
| 47 | EWU | Ishares Msci United Kingdom | -0.2% | -28.14% | 減碼 |
| 48 | ICFI | Icf International Inc | -0.2% | -3.23% | 減碼 |
| 49 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 50 | FICO | Fair Isaac CORP | -0.5% | -39.67% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，GHP Investment Advisors, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$27.2億，共申報了 973 個公開持股部位。
在 Q4 2024 季度，GHP Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：AAPL (1.9%)、SCHG (1.9%)、MSFT (1.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 1.9% 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
BLK
市值: US$478.8萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$437.5萬
在 Q4 2024 季度中，GHP Investment Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 25 個部位、減碼 23 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。