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: 0001510387
申報總市值
US$429.6億
US$429.6億
1421 檔
5.7%
在 Q4 2024 申報期間，Gotham Asset Management, LLC（CIK: 0001510387）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$429.6億，共持有 1421 個公開申報部位。
Q4 2024 數據顯示 Gotham Asset Management, LLC 積極進場，新開立 13 個部位並同步加碼 108 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SPY, GSPY, NVDA）累計市值佔比達 5.7%，是驅動 Gotham Asset Management, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1421 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 13.26% | +1.86% | +28.28% | |
| 2 | GSPY | Gotham Enhanced 500 ETF | ETF-其他 | 4.61% | -0.24% | +2.20% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.57% | -0.34% | -8.03% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.48% | -0.30% | +17.21% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.29% | -0.09% | -0.17% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | -0.06% | -3.58% | |
| 7 | GVLU | Gotham 1000 Value ETF | ETF-其他 | 0.78% | -0.04% | +33.70% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.73% | -0.03% | -4.53% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | -0.02% | -5.28% | |
| 10 | SNOW | Snowflake Inc | 股票-科技 | 0.65% | +0.15% | +0.73% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | -0.07% | +18.68% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | -0.06% | -4.58% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 0.47% | -0.03% | +2.41% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.40% | -0.03% | +37.58% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.39% | -0.02% | +3.35% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | -0.03% | +0.49% | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 0.33% | -0.04% | -12.78% | |
| 18 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.31% | -0.01% | +47.03% | |
| 19 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.31% | -0.02% | -25.17% | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 0.31% | +0.06% | +67.62% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.30% | — | -16.36% | |
| 22 | TPR | Tapestry Inc | 股票-循環性消費 | 0.30% | -0.06% | -9.48% | |
| 23 | GD | General Dynamics CORP | 股票-工業 | 0.29% | +0.01% | +211.63% | |
| 24 | COP | Conocophillips | 股票-能源 | 0.28% | -0.03% | +31.34% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | -0.05% | -8.51% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.27% | +0.01% | +89.76% | |
| 27 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.27% | +0.02% | +56.45% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.26% | -0.01% | +3.19% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.26% | +0.01% | -1.75% | |
| 30 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.25% | +0.06% | +15.63% | |
| 31 | EMR | Emerson Electric Co | 股票-工業 | 0.25% | -0.01% | +53.64% | |
| 32 | D | Dominion Energy Inc | 股票-公用事業 | 0.25% | — | +128.36% | |
| 33 | GEN | Gen Digital Inc | 股票-科技 | 0.25% | +0.18% | +3.21% | |
| 34 | EOG | Eog Resources Inc | 股票-能源 | 0.24% | +0.05% | +68.13% | |
| 35 | SLB | Slb LTD | 股票-能源 | 0.24% | -0.01% | +146.21% | |
| 36 | APP | Applovin Corp-class A | 股票-科技 | 0.24% | +0.07% | -52.12% | |
| 37 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.24% | -0.07% | +72.00% | |
| 38 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.23% | -0.01% | -16.19% | |
| 39 | HO1 | Hologic Inc | 股票-其他 | 0.23% | — | +35.48% | |
| 40 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.23% | -0.01% | -5.07% | |
| 41 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.23% | -0.03% | -18.46% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.23% | -0.01% | +40.02% | |
| 43 | AKX | Ansys Inc | 股票-其他 | 0.23% | — | -9.10% | |
| 44 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.22% | -0.02% | -17.21% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.22% | +0.06% | -7.18% | |
| 46 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.22% | -0.05% | +0.34% | |
| 47 | LKQ | Lkq CORP | 股票-循環性消費 | 0.22% | -0.01% | +90.54% | |
| 48 | BND | Vanguard Total Bond Market | ETF-其他 | 0.22% | -0.02% | +1.93% | |
| 49 | NTAP | Netapp Inc | 股票-科技 | 0.22% | -0.03% | +21.10% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.22% | +0.04% | -11.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.2% | +28.28% | 加碼 |
| 2 | BEPC | Brookfield Renewable CORP | +0.2% | NEW | 新建倉 |
| 3 | AAPL | Apple Inc | +0.2% | +17.21% | 加碼 |
| 4 | GD | General Dynamics CORP | +0.2% | +211.63% | 加碼 |
| 5 | AVPT | Avepoint Inc | +0.1% | +4694.54% | 加碼 |
| 6 | SNOW | Snowflake Inc | +0.1% | +0.73% | 加碼 |
| 7 | SLB | Slb LTD | +0.1% | +146.21% | 加碼 |
| 8 | D | Dominion Energy Inc | +0.1% | +128.36% | 加碼 |
| 9 | SO | Southern Co/the | +0.1% | +371.03% | 加碼 |
| 10 | MRSH | Marsh & Mclennan Cos | +0.1% | +409.71% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 12 | GVLU | Gotham 1000 Value ETF | +0.1% | +33.70% | 加碼 |
| 13 | WSM | Williams-sonoma Inc | +0.1% | +56.45% | 加碼 |
| 14 | CVX | Chevron CORP | +0.1% | +89.76% | 加碼 |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +453.32% | 加碼 |
| 16 | OKE | Oneok Inc | +0.1% | +186.45% | 加碼 |
| 17 | LHX | L3harris Technologies Inc | +0.1% | +2501.73% | 加碼 |
| 18 | CDNS | Cadence Design Sys Inc | +0.1% | +47.03% | 加碼 |
| 19 | PPG | Ppg Industries Inc | +0.1% | +155.42% | 加碼 |
| 20 | BBWI | Bath & Body Works Inc | +0.1% | +84.53% | 加碼 |
| 21 | CHDN | Churchill Downs Inc | +0.1% | +338.34% | 加碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +267.69% | 加碼 |
| 23 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +158.08% | 加碼 |
| 24 | SIRI | Sirius Xm Holdings Inc | +0.1% | NEW | 新建倉 |
| 25 | AVGO | Broadcom Inc | +0.1% | +2.41% | 加碼 |
| 26 | EMR | Emerson Electric Co | +0.1% | +53.64% | 加碼 |
| 27 | CNXC | Concentrix CORP | +0.1% | +2087.20% | 加碼 |
| 28 | TRIP | Tripadvisor Inc | +0.1% | +170.61% | 加碼 |
| 29 | EOG | Eog Resources Inc | +0.1% | +68.13% | 加碼 |
| 30 | TSLA | Tesla Inc | +0.1% | +3.19% | 加碼 |
| 31 | LKQ | Lkq CORP | +0.1% | +90.54% | 加碼 |
| 32 | STZ | Constellation Brands Inc-a | +0.1% | +541.38% | 加碼 |
| 33 | FCN | Fti Consulting Inc | +0.1% | +356.46% | 加碼 |
| 34 | FLO | Flowers Foods Inc | +0.1% | +136.43% | 加碼 |
| 35 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 36 | DDS | Dillards Inc-cl A | +0.1% | +218.27% | 加碼 |
| 37 | AMED | Amedisys Inc | +0.1% | +77.39% | 加碼 |
| 38 | LDOS | Leidos Holdings Inc | +0.1% | +72.00% | 加碼 |
| 39 | AZTA | Azenta Inc | +0.1% | +388.20% | 加碼 |
| 40 | CE | Celanese CORP | +0.1% | +680.41% | 加碼 |
| 41 | TSN | Tyson Foods Inc-cl A | +0.1% | +77.02% | 加碼 |
| 42 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +809.38% | 加碼 |
| 43 | TLN | Talen Energy CORP | +0.1% | NEW | 新建倉 |
| 44 | EXPE | Expedia Group Inc | +0.1% | +15.63% | 加碼 |
| 45 | AMAT | Applied Materials Inc | +0.1% | +67.62% | 加碼 |
| 46 | AS | Amer Sports, Inc. | +0.1% | -2.93% | 減碼 |
| 47 | CRL | Charles River Laboratories | +0.1% | +59.85% | 加碼 |
| 48 | HPE | Hewlett Packard Enterprise | +0.1% | +66.64% | 加碼 |
| 49 | ETSY | Etsy Inc | +0.1% | +133.27% | 加碼 |
| 50 | EXEL | Exelixis Inc | +0.1% | +41.92% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Gotham Asset Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$429.6億，共申報了 1421 個公開持股部位。
在 Q4 2024 季度，Gotham Asset Management, LLC 按市值排列的前三大核心持股分別為：SPY (13.3%)、GSPY (4.6%)、NVDA (2.6%)。其中最大持股部位 SPY 佔據整體投資組合約 13.3% 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
BEPC
市值: US$2248.4萬
本季最大獲利了結 / 清倉標的
MRO*
前期市值: US$2448.1萬
在 Q4 2024 季度中，Gotham Asset Management, LLC 共進行了 199 項持倉異動，包含新建倉 13 個部位、加碼 108 個部位、減碼 68 個部位以及清倉 10 個部位。 其中最大新建倉標的為 BEPC。 本季清倉部位包含 MRO*。
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。