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: 0000923116
申報總市值
US$6278.9萬
US$6278.9萬
87 檔
27.4%
在 Q4 2024 的 13F 官方備案中，Groesbeck Investment Management CORP /nj/ 管理的美股投資組合規模來到 US$6278.9萬，整體持股檔數為 87 檔。
Q4 2024 數據顯示 Groesbeck Investment Management CORP /nj/ 積極進場，新開立 25 個部位並同步加碼 3 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 AVGO, URI, ABBV）累計市值佔比達 27.4%，是驅動 Groesbeck Investment Management CORP /nj/ 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 | AVGO | Broadcom Inc | 股票-科技 | 6.22% | -0.24% | -14.24% | |
| 2 | URI | United Rentals Inc | 股票-工業 | 4.59% | +1.38% | -0.20% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.52% | -0.08% | +168.65% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.00% | -0.19% | -8.23% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.53% | -14.39% | |
| 6 | LRCX | Lam Research CORP | 股票-科技 | 3.00% | +5.37% | — | |
| 7 | DLR | Digital Realty Trust Inc | 股票-房地產 | 2.97% | — | — | |
| 8 | CDW | Cdw Corp/de | 股票-科技 | 2.91% | -0.08% | -5.16% | |
| 9 | OKE | Oneok Inc | 股票-能源 | 2.81% | -0.02% | — | |
| 10 | TSCO | Tractor Supply Company | 股票-循環性消費 | 2.45% | -1.37% | +393.07% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.43% | -0.24% | +5.31% | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 2.11% | +0.82% | — | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.03% | -0.25% | -10.47% | |
| 14 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.96% | -0.54% | — | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.94% | +0.14% | -10.62% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.92% | -0.11% | -13.33% | |
| 17 | FTNT | Fortinet Inc | 股票-科技 | 1.80% | +1.28% | +5.51% | |
| 18 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.73% | -0.23% | -2.49% | |
| 19 | THO | Thor Industries Inc | 股票-循環性消費 | 1.63% | -0.37% | — | |
| 20 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.61% | +0.03% | -8.75% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.50% | -0.15% | — | |
| 22 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 1.43% | -0.40% | -14.73% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.22% | +0.02% | — | |
| 24 | CI | THE Cigna Group | 股票-醫療保健 | 1.22% | -0.32% | — | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.20% | -0.12% | +23.46% | |
| 26 | DBX | Dropbox Inc-class A | 股票-科技 | 1.10% | — | -2.08% | |
| 27 | ESNT | Essent Group Ltd. | 股票-金融 | 1.10% | -0.23% | -3.83% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.10% | -0.23% | -3.86% | |
| 29 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.07% | -0.24% | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.07% | -0.29% | -0.71% | |
| 31 | MPLX | Mplx LP | 股票-能源 | 1.05% | -0.02% | — | |
| 32 | PSA | Public Storage | 股票-房地產 | 1.05% | — | — | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.98% | -0.12% | +5.65% | |
| 34 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.97% | -0.11% | -23.59% | |
| 35 | ETR | Entergy CORP | 股票-公用事業 | 0.94% | — | — | |
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.90% | +0.65% | +145.02% | |
| 37 | SO | Southern Co/the | 股票-公用事業 | 0.87% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.86% | — | — | |
| 39 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.83% | — | — | |
| 40 | CVI | Cvr Energy Inc | 股票-其他 | 0.83% | — | — | |
| 41 | EPD | Enterprise Products Partners | 股票-能源 | 0.81% | -0.02% | — | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.80% | — | — | |
| 43 | LHX | L3harris Technologies Inc | 股票-工業 | 0.77% | -0.29% | — | |
| 44 | OZK | Bank Ozk | 股票-金融 | 0.76% | -0.09% | -22.41% | |
| 45 | BLK | Blackrock Inc | 股票-金融 | 0.70% | -0.13% | — | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.70% | -0.19% | -26.75% | |
| 47 | O | Realty Income CORP | 股票-房地產 | 0.68% | — | — | |
| 48 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.68% | -0.37% | -18.58% | |
| 49 | ENB | Enbridge Inc | 股票-能源 | 0.67% | — | — | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.67% | -0.06% | -1.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +3% | NEW | 新建倉 |
| 2 | DLR | Digital Realty Trust Inc | +3% | NEW | 新建倉 |
| 3 | OKE | Oneok Inc | +2.8% | NEW | 新建倉 |
| 4 | ABBV | Abbvie Inc | +2.4% | +168.65% | 加碼 |
| 5 | ANET | Arista Networks Inc | +2.1% | NEW | 新建倉 |
| 6 | PSA | Public Storage | +1.1% | NEW | 新建倉 |
| 7 | MPLX | Mplx LP | +1.1% | NEW | 新建倉 |
| 8 | ETR | Entergy CORP | +0.9% | NEW | 新建倉 |
| 9 | SO | Southern Co/the | +0.9% | NEW | 新建倉 |
| 10 | KMB | Kimberly-clark CORP | +0.8% | NEW | 新建倉 |
| 11 | CVI | Cvr Energy Inc | +0.8% | NEW | 新建倉 |
| 12 | EPD | Enterprise Products Partners | +0.8% | NEW | 新建倉 |
| 13 | DUK | Duke Energy CORP | +0.8% | NEW | 新建倉 |
| 14 | BLK | Blackrock Inc | +0.7% | NEW | 新建倉 |
| 15 | O | Realty Income CORP | +0.7% | NEW | 新建倉 |
| 16 | ENB | Enbridge Inc | +0.7% | NEW | 新建倉 |
| 17 | AVA | Avista CORP | +0.6% | NEW | 新建倉 |
| 18 | TMUS | T-mobile US Inc | +0.6% | NEW | 新建倉 |
| 19 | SNY | Sanofi-adr | +0.5% | NEW | 新建倉 |
| 20 | VZ | Verizon Communications Inc | +0.5% | NEW | 新建倉 |
| 21 | NGG | National Grid Plc-sp Adr | +0.5% | NEW | 新建倉 |
| 22 | TU | Telus CORP | +0.4% | NEW | 新建倉 |
| 23 | SBRA | Sabra Health Care Reit Inc | +0.4% | NEW | 新建倉 |
| 24 | ACN | Accenture plc | +0.4% | NEW | 新建倉 |
| 25 | ALL | Allstate CORP | +0.4% | NEW | 新建倉 |
| 26 | D | Dominion Energy Inc | +0.4% | NEW | 新建倉 |
| 27 | FTNT | Fortinet Inc | +0.2% | +5.51% | 加碼 |
| 28 | AVGO | Broadcom Inc | +0.1% | -14.24% | 減碼 |
| 29 | NVDA | Nvidia CORP | +0.1% | +5.31% | 加碼 |
| 30 | MCD | Mcdonald's CORP | -0.4% | EXIT | 清倉 |
| 31 | AGCO | Agco CORP | -0.4% | EXIT | 清倉 |
| 32 | NKE | Nike Inc -cl B | -0.4% | EXIT | 清倉 |
| 33 | ZTS | Zoetis Inc | -0.5% | -30.17% | 減碼 |
| 34 | NXST | Nexstar Media Group Inc | -0.6% | -14.73% | 減碼 |
| 35 | ICE | Intercontinental Exchange In | -0.6% | -36.27% | 減碼 |
| 36 | DKS | Dick's Sporting Goods Inc | -0.6% | -53.57% | 減碼 |
| 37 | PH | Parker Hannifin CORP | -0.6% | -65.15% | 減碼 |
| 38 | AMGN | Amgen Inc | -0.6% | -26.75% | 減碼 |
| 39 | WSO | Watsco Inc | -0.7% | -53.84% | 減碼 |
| 40 | SMCIUSD | Super Micro Computer Inc | -0.7% | EXIT | 清倉 |
| 41 | CARR | Carrier Global CORP | -0.7% | -35.40% | 減碼 |
| 42 | MSM | Msc Industrial Direct Co-a | -0.8% | EXIT | 清倉 |
| 43 | UNH | Unitedhealth Group Inc | -0.9% | -10.62% | 減碼 |
| 44 | TMO | Thermo Fisher Scientific Inc | -1% | -10.47% | 減碼 |
| 45 | MSFT | Microsoft CORP | -1% | -14.39% | 減碼 |
| 46 | BLKCHF | Blackrock Inc | -1.1% | EXIT | 清倉 |
| 47 | URI | United Rentals Inc | -1.4% | -0.20% | 減碼 |
| 48 | CDW | Cdw Corp/de | -1.6% | -5.16% | 減碼 |
| 49 | ANETEUR | Arista Networks Inc | -1.7% | EXIT | 清倉 |
| 50 | LRCXEUR | Lam Research CORP | -4.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Groesbeck Investment Management CORP /nj/ 在 Q4 2024 季度的美股持倉總市值約為 US$6278.9萬，共申報了 87 個公開持股部位。
在 Q4 2024 季度，Groesbeck Investment Management CORP /nj/ 按市值排列的前三大核心持股分別為：AVGO (6.2%)、URI (4.6%)、ABBV (4.5%)。其中最大持股部位 AVGO 佔據整體投資組合約 6.2% 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
LRCX
市值: US$230.7萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$287.6萬
在 Q4 2024 季度中，Groesbeck Investment Management CORP /nj/ 共進行了 50 項持倉異動，包含新建倉 25 個部位、加碼 3 個部位、減碼 14 個部位以及清倉 8 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。