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: 0002018114
申報總市值
US$1.7億
US$1.7億
78 檔
54.5%
截至 Q4 2024 季度末，Granite Group Advisors, LLC 的美股持倉估值約為 US$1.7億，全數申報部位共有 78 檔。
Granite Group Advisors, LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 36 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Granite Group Advisors, LLC 的前 5 大持股（包含 DIS, MSFT, AAPL）貢獻了組合市值的 54.5%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | DIS | Walt Disney Co/the | 股票-通訊服務 | 48.06% | -0.58% | -8.45% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.97% | -0.06% | -1.57% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.85% | +0.23% | -0.80% | |
| 4 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.90% | -0.23% | -10.99% | |
| 5 | PNC | Pnc Financial Services Group | 股票-金融 | 1.77% | +0.26% | -6.84% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.77% | +0.14% | -7.97% | |
| 7 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.74% | +0.10% | -4.86% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 1.62% | +0.40% | -2.45% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.62% | — | -9.44% | |
| 10 | USB | US Bancorp | 股票-金融 | 1.60% | +0.19% | -1.42% | |
| 11 | AEP | American Electric Power | 股票-公用事業 | 1.59% | +0.09% | -2.25% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.55% | +0.01% | -1.67% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 1.51% | -0.11% | -3.56% | |
| 14 | MS | Morgan Stanley | 股票-金融 | 1.49% | +0.12% | -12.02% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 1.46% | +0.16% | +31.66% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 1.45% | — | +0.36% | |
| 17 | MDT | Medtronic plc | 股票-醫療保健 | 1.44% | -0.04% | +4.03% | |
| 18 | MTB | M & T Bank CORP | 股票-金融 | 1.41% | +0.14% | -4.87% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.39% | +0.39% | +3.83% | |
| 20 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.39% | — | -7.59% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.27% | +0.03% | -1.64% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | +0.23% | -0.63% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.13% | -0.10% | +99.95% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.01% | -0.34% | -0.29% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.92% | +0.10% | +0.42% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.85% | -0.13% | -0.40% | |
| 27 | GD | General Dynamics CORP | 股票-工業 | 0.65% | — | -2.31% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.01% | -24.23% | |
| 29 | PFE | Pfizer Inc | 股票-醫療保健 | 0.58% | — | -22.19% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | +0.05% | -0.82% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.38% | +0.07% | -0.66% | |
| 32 | MPLX | Mplx LP | 股票-能源 | 0.36% | — | -3.44% | |
| 33 | OKE | Oneok Inc | 股票-能源 | 0.35% | -0.06% | -3.88% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.32% | +0.19% | — | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.31% | +0.03% | — | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 0.30% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | — | — | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.26% | — | -0.30% | |
| 39 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.25% | +0.04% | — | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.24% | +0.12% | NEW | |
| 41 | NFLX | Netflix Inc | 股票-通訊服務 | 0.24% | -0.14% | EXIT | |
| 42 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.23% | — | -17.40% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.23% | — | — | |
| 44 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.22% | — | — | |
| 45 | PSX | Phillips 66 | 股票-能源 | 0.22% | -0.02% | -3.74% | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.22% | +0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | -0.39% | EXIT | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.22% | -0.02% | — | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.22% | +0.05% | +6.17% | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.21% | -0.12% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +2.3% | -8.45% | 減碼 |
| 2 | PEP | Pepsico Inc | +0.5% | +99.95% | 加碼 |
| 3 | SAP | Sap Se-sponsored Adr | +0.2% | NEW | 新建倉 |
| 4 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 5 | AAPL | Apple Inc | +0.2% | -0.80% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.1% | -0.29% | 減碼 |
| 7 | TEAM | Atlassian Corp-cl A | +0.1% | NEW | 新建倉 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.63% | 減碼 |
| 9 | PWR | Quanta Services Inc | +0.1% | NEW | 新建倉 |
| 10 | AVGO | Broadcom Inc | +0.1% | -0.66% | 減碼 |
| 11 | AMGN | Amgen Inc | +0.1% | +31.66% | 加碼 |
| 12 | MS | Morgan Stanley | +0.1% | -12.02% | 減碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -7.97% | 減碼 |
| 14 | NFLX | Netflix Inc | +0.1% | — | 不變 |
| 15 | USB | US Bancorp | 0% | -1.42% | 減碼 |
| 16 | WMB | Williams Cos Inc | 0% | — | 不變 |
| 17 | NVDA | Nvidia CORP | 0% | -0.82% | 減碼 |
| 18 | SPOT | Spotify Technology S.A. | 0% | — | 不變 |
| 19 | CP | Canadian Pacific Kansas City | -0.1% | -11.71% | 減碼 |
| 20 | ASML | ASML Holding N.V. | -0.1% | -6.94% | 減碼 |
| 21 | PSX | Phillips 66 | -0.1% | -3.74% | 減碼 |
| 22 | AON | Aon plc | -0.1% | -30.12% | 減碼 |
| 23 | PNC | Pnc Financial Services Group | -0.1% | -6.84% | 減碼 |
| 24 | ICLR | ICON Public Limited Company | -0.1% | — | 不變 |
| 25 | NU | Nu Holdings Ltd. | -0.1% | -21.40% | 減碼 |
| 26 | LIN | Linde plc | -0.1% | -19.77% | 減碼 |
| 27 | RACE | Ferrari N.V. | -0.1% | -17.40% | 減碼 |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -0.30% | 減碼 |
| 29 | ABBV | Abbvie Inc | -0.1% | +0.42% | 加碼 |
| 30 | GD | General Dynamics CORP | -0.1% | -2.31% | 減碼 |
| 31 | QCOM | Qualcomm Inc | -0.1% | +3.83% | 加碼 |
| 32 | HD | Home Depot Inc | -0.1% | -2.45% | 減碼 |
| 33 | BNY | Bank Of New York Mellon CORP | -0.1% | -10.99% | 減碼 |
| 34 | WCN | Waste Connections Inc | -0.1% | EXIT | 清倉 |
| 35 | MDT | Medtronic plc | -0.1% | +4.03% | 加碼 |
| 36 | UNP | Union Pacific CORP | -0.1% | +0.36% | 加碼 |
| 37 | UBER | Uber Technologies Inc | -0.1% | EXIT | 清倉 |
| 38 | NXST | Nexstar Media Group Inc | -0.1% | EXIT | 清倉 |
| 39 | MNDY | monday.com Ltd. | -0.2% | EXIT | 清倉 |
| 40 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清倉 |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.2% | EXIT | 清倉 |
| 42 | MELI | Mercadolibre Inc | -0.2% | EXIT | 清倉 |
| 43 | CMCSA | Comcast Corp-class A | -0.2% | -1.64% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.2% | -1.57% | 減碼 |
| 45 | META | Meta Platforms Inc-class A | -0.2% | -24.23% | 減碼 |
| 46 | AEP | American Electric Power | -0.2% | -2.25% | 減碼 |
| 47 | TXN | Texas Instruments Inc | -0.2% | -3.56% | 減碼 |
| 48 | SBUX | Starbucks CORP | -0.2% | -4.86% | 減碼 |
| 49 | PFE | Pfizer Inc | -0.2% | -22.19% | 減碼 |
| 50 | NEE | Nextera Energy Inc | -0.3% | -1.67% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Granite Group Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$1.7億，共申報了 78 個公開持股部位。
在 Q4 2024 季度，Granite Group Advisors, LLC 按市值排列的前三大核心持股分別為：DIS (48.1%)、MSFT (4.0%)、AAPL (2.9%)。其中最大持股部位 DIS 佔據整體投資組合約 48.1% 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
SAP
市值: US$35.3萬
本季最大獲利了結 / 清倉標的
RSP
前期市值: US$25.6萬
在 Q4 2024 季度中，Granite Group Advisors, LLC 共進行了 46 項持倉異動，包含新建倉 4 個部位、加碼 6 個部位、減碼 29 個部位以及清倉 7 個部位。 其中最大新建倉標的為 SAP。 本季清倉部位包含 RSP。
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。