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: 0001429390
申報總市值
US$2057.7萬
US$2057.7萬
474 檔
9681.9%
Q4 2024 季度申報顯示，Harel Insurance Investments & Financial Services Ltd. 揭露的美股組合總市值為 US$2057.7萬，涵蓋 474 個不同之權益投資部位。
Q4 2024 的申報記錄反映 Harel Insurance Investments & Financial Services Ltd. 的板塊替換策略：機構本季推動了 88 筆增持與 88 筆減持，籌碼呈現明顯的結構重組。
整體而言，Harel Insurance Investments & Financial Services Ltd. 的前 5 大持股（包含 XLF, VGT, XLV）貢獻了組合市值的 9681.9%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 474 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 | XLF | Ss Financial Select Sector | ETF-其他 | 8.17% | — | -0.01% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 6.87% | -0.03% | +311.48% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-其他 | 6.55% | -0.02% | -0.04% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.49% | +0.01% | +66.75% | |
| 5 | PAVE | Global X US Infrastructure | ETF-其他 | 4.53% | -0.52% | +0.00% | |
| 6 | NVMI | Nova Ltd. | 股票-其他 | 3.77% | -0.77% | +1.03% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 3.71% | — | -0.11% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 3.28% | -0.01% | +0.06% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-其他 | 3.15% | — | — | |
| 10 | XLE | Ss Energy Select Sector | ETF-其他 | 3.04% | -0.03% | -0.03% | |
| 11 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 2.99% | +0.52% | -9.10% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.89% | -0.21% | -42.48% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.57% | -0.17% | +0.38% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.37% | -0.29% | -0.34% | |
| 15 | KBWP | Invesco Kbw Property & Casua | ETF-其他 | 2.12% | — | — | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.09% | -0.17% | -0.44% | |
| 17 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.75% | -0.04% | +6.43% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.36% | -0.28% | +144.34% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.34% | -0.31% | -50.15% | |
| 20 | CAMT | Camtek Ltd. | 股票-其他 | 1.27% | -0.61% | +9.26% | |
| 21 | EPI | Wisdomtree India Earnings | ETF-其他 | 1.20% | -0.01% | — | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.08% | — | -44.45% | |
| 23 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 1.06% | — | +290.00% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | -0.52% | -2.46% | |
| 25 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.95% | — | +6.57% | |
| 26 | FXG | First Trust Consumer Staples | ETF-其他 | 0.95% | — | — | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.95% | -0.01% | +0.12% | |
| 28 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.87% | -0.18% | — | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.84% | -0.05% | +4.79% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.01% | +3.92% | |
| 31 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.77% | — | — | |
| 32 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.75% | — | — | |
| 33 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.75% | — | — | |
| 34 | ENLT | Enlight Renewable Energy Ltd | 股票-其他 | 0.74% | -0.08% | — | |
| 35 | FIS | Fidelity National Info Serv | 股票-科技 | 0.67% | — | — | |
| 36 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.66% | — | +129166.67% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | -0.25% | +0.77% | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.66% | — | — | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.62% | — | +0.52% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | -0.03% | +0.06% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.51% | — | +7486.61% | |
| 42 | NOW | Servicenow Inc | 股票-科技 | 0.51% | +0.02% | +29297.98% | |
| 43 | PERI | Perion Network Ltd. | 股票-其他 | 0.49% | -0.08% | — | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | — | -2.86% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.46% | -0.02% | +593.10% | |
| 46 | GLBE | Global-E Online Ltd. | 股票-其他 | 0.45% | +0.02% | — | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.17% | +6613.25% | |
| 48 | ICE | Intercontinental Exchange In | 股票-金融 | 0.41% | — | — | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.36% | +0.01% | +0.19% | |
| 50 | GXO | Gxo Logistics Inc | 股票-工業 | 0.32% | — | -2.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +5.2% | +311.48% | 加碼 |
| 2 | XLK | Ss Technology Select Sector | +2.5% | +66.75% | 加碼 |
| 3 | KBE | Ss Spdr S&p Bank ETF | +0.8% | +290.00% | 加碼 |
| 4 | SMH | Vaneck Semiconductor ETF | +0.8% | +144.34% | 加碼 |
| 5 | OIH | Vaneck Oil Services ETF | +0.8% | NEW | 新建倉 |
| 6 | KBWB | Invesco Kbw Bank ETF | +0.7% | +129166.67% | 加碼 |
| 7 | NOW | Servicenow Inc | +0.5% | +29297.98% | 加碼 |
| 8 | CRM | Salesforce Inc | +0.5% | +7486.61% | 加碼 |
| 9 | ICE | Intercontinental Exchange In | +0.4% | NEW | 新建倉 |
| 10 | ORCL | Oracle CORP | +0.4% | +6613.25% | 加碼 |
| 11 | ADBE | Adobe Inc | +0.4% | +593.10% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | -0.44% | 減碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.34% | 減碼 |
| 14 | GLBE | Global-E Online Ltd. | +0.1% | — | 不變 |
| 15 | BAH | Booz Allen Hamilton Holdings | +0.1% | NEW | 新建倉 |
| 16 | PINS | Pinterest Inc- Class A | +0.1% | +699.42% | 加碼 |
| 17 | XLF | Ss Financial Select Sector | +0.1% | -0.01% | 減碼 |
| 18 | V | Visa Inc-class A Shares | +0.1% | +3.92% | 加碼 |
| 19 | PYPL | Paypal Holdings Inc | +0.1% | +6.57% | 加碼 |
| 20 | LYFT | Lyft Inc-a | +0.1% | +10225.64% | 加碼 |
| 21 | PCTY | Paylocity Holding CORP | +0.1% | +91.90% | 加碼 |
| 22 | XLC | Ss Comm Select Sector Spdr | +0.1% | +0.06% | 加碼 |
| 23 | AAPL | Apple Inc | +0.1% | +0.38% | 加碼 |
| 24 | RSPD | Invesco S&p 500 Equal Weight | +0.1% | +6.43% | 加碼 |
| 25 | CAMT | Camtek Ltd. | +0.1% | +9.26% | 加碼 |
| 26 | RNG | Ringcentral Inc-class A | +0.1% | +106.88% | 加碼 |
| 27 | ✓ | Innoviz Technologies LTD Shs | +0.1% | -6.53% | 減碼 |
| 28 | NBIX | Neurocrine Biosciences Inc | +0.1% | +52.76% | 加碼 |
| 29 | P | Everpure Inc-a | 0% | +27.12% | 加碼 |
| 30 | EME | Emcor Group Inc | 0% | +69.39% | 加碼 |
| 31 | LOPE | Grand Canyon Education Inc | 0% | +33.53% | 加碼 |
| 32 | WIX | Wix.com Ltd. | 0% | +1439.42% | 加碼 |
| 33 | NVDA | Nvidia CORP | 0% | -2.46% | 減碼 |
| 34 | IHI | Ishares U.s. Medical Devices | 0% | +263.11% | 加碼 |
| 35 | NTNX | Nutanix Inc - A | 0% | +65.51% | 加碼 |
| 36 | MCK | Mckesson CORP | 0% | +28.91% | 加碼 |
| 37 | AXON | Axon Enterprise Inc | 0% | +56.20% | 加碼 |
| 38 | ANET | Arista Networks Inc | 0% | NEW | 新建倉 |
| 39 | MA | Mastercard Inc - A | 0% | +0.12% | 加碼 |
| 40 | FDN | First Trust Dj Internet Ind | 0% | — | 不變 |
| 41 | GD | General Dynamics CORP | 0% | +65.60% | 加碼 |
| 42 | XLY | Ss Consumer Disc Select Sect | 0% | -0.06% | 減碼 |
| 43 | TDG | Transdigm Group Inc | 0% | +55.27% | 加碼 |
| 44 | BRBR | Bellring Brands Inc | 0% | +4.91% | 加碼 |
| 45 | LMT | Lockheed Martin CORP | 0% | +56.48% | 加碼 |
| 46 | LDOS | Leidos Holdings Inc | 0% | +2138.67% | 加碼 |
| 47 | ESLT | Elbit Systems Ltd. | 0% | — | 不變 |
| 48 | XSMO | Invesco S&p Smallcap Momentu | 0% | NEW | 新建倉 |
| 49 | DDOG | Datadog Inc - Class A | 0% | +31.84% | 加碼 |
| 50 | RKLB | Rocket Lab Corporation | 0% | +52.82% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Harel Insurance Investments & Financial Services Ltd. 在 Q4 2024 季度的美股持倉總市值約為 US$2057.7萬，共申報了 474 個公開持股部位。
在 Q4 2024 季度，Harel Insurance Investments & Financial Services Ltd. 按市值排列的前三大核心持股分別為：XLF (8.2%)、VGT (6.9%)、XLV (6.5%)。其中最大持股部位 XLF 佔據整體投資組合約 8.2% 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
OIH
市值: US$4719.4萬
本季最大獲利了結 / 清倉標的
XSOE
前期市值: US$1.3億
在 Q4 2024 季度中，Harel Insurance Investments & Financial Services Ltd. 共進行了 176 項持倉異動，包含新建倉 18 個部位、加碼 70 個部位、減碼 55 個部位以及清倉 33 個部位。 其中最大新建倉標的為 OIH。 本季清倉部位包含 XSOE。
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。