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: 0002002815
申報總市值
US$4.0億
US$4.0億
158 檔
16.6%
在 Q4 2024 的 13F 官方備案中，Harmony Asset Management LLC 管理的美股投資組合規模來到 US$4.0億，整體持股檔數為 158 檔。
觀察 Q4 2024 的資金脈絡，Harmony Asset Management LLC 在獲利結算 17 檔個股的同時，將資本重新部署至 15 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Harmony Asset Management LLC 的前 5 大核心持股（包含 AAPL, NVDA, AMZN 等）合計佔整體申報市值的 16.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 7.12% | +0.40% | -3.30% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.08% | +0.31% | -0.27% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.65% | -0.55% | +3.54% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | +0.63% | -4.45% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.84% | -0.53% | -1.11% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.47% | -0.06% | +0.65% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.16% | -0.27% | -6.23% | |
| 8 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 2.11% | — | +1.56% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.08% | -0.37% | +17.89% | |
| 10 | OKE | Oneok Inc | 股票-能源 | 1.81% | -0.34% | EXIT | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 1.70% | -0.37% | -7.28% | |
| 12 | CME | Cme Group Inc | 股票-金融 | 1.64% | +0.15% | — | |
| 13 | CARR | Carrier Global CORP | 股票-工業 | 1.56% | -0.14% | +1.05% | |
| 14 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.51% | -0.08% | -0.67% | |
| 15 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 1.48% | -0.05% | +64.73% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.43% | — | +5.65% | |
| 17 | SNX | TD Synnex CORP | 股票-科技 | 1.38% | +0.10% | -8.78% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.33% | -0.11% | -2.89% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.31% | -0.15% | -0.35% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.27% | -0.17% | — | |
| 21 | DOV | Dover CORP | 股票-工業 | 1.26% | -0.23% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | -0.14% | -4.06% | |
| 23 | BLKCHF | Blackrock Inc | 股票-其他 | 1.09% | — | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.05% | +0.54% | -17.78% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.02% | -0.01% | -2.11% | |
| 26 | OC | Owens Corning | 股票-工業 | 1.02% | — | +392.33% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.00% | — | -9.28% | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.00% | +0.18% | +111.35% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.99% | -0.22% | -2.94% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.04% | -5.24% | |
| 31 | PAYX | Paychex Inc | 股票-科技 | 0.94% | -0.02% | +0.90% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | -0.06% | -13.68% | |
| 33 | FXO | First Trust Financial Alphad | ETF-其他 | 0.90% | -0.04% | — | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | -0.03% | -23.89% | |
| 35 | ICE | Intercontinental Exchange In | 股票-金融 | 0.83% | +0.06% | -2.10% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.49% | EXIT | |
| 37 | FHN | First Horizon CORP | 股票-金融 | 0.75% | -0.03% | +16.59% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | -0.08% | -3.46% | |
| 39 | GNRC | Generac Holdings Inc | 股票-工業 | 0.69% | -0.21% | +160.38% | |
| 40 | FXR | First Trust Indst/producers | ETF-其他 | 0.69% | -0.06% | -1.66% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.68% | -0.04% | -3.09% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.67% | +0.27% | -5.45% | |
| 43 | IYF | Ishares US Financials ETF | ETF-其他 | 0.61% | -0.01% | -28.86% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.61% | -0.13% | -29.98% | |
| 45 | MTBA | Simplify Mbs ETF | ETF-其他 | 0.60% | -0.06% | +89.71% | |
| 46 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.59% | -0.06% | EXIT | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.58% | -0.12% | -32.66% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.57% | -0.13% | — | |
| 49 | AMT | American Tower CORP | 股票-房地產 | 0.56% | -0.12% | -3.03% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | +0.05% | +2.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.1% | +3.54% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1% | -0.27% | 減碼 |
| 3 | FXO | First Trust Financial Alphad | +0.9% | NEW | 新建倉 |
| 4 | OC | Owens Corning | +0.8% | +392.33% | 加碼 |
| 5 | AAPL | Apple Inc | +0.8% | -3.30% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.11% | 減碼 |
| 7 | HEQT | Simplify Hedged Equity ETF | +0.7% | +64.73% | 加碼 |
| 8 | IGV | Ishares Expanded Tech-softwa | +0.6% | NEW | 新建倉 |
| 9 | V | Visa Inc-class A Shares | +0.5% | +0.65% | 加碼 |
| 10 | GNRC | Generac Holdings Inc | +0.4% | +160.38% | 加碼 |
| 11 | KMI | Kinder Morgan, Inc. | +0.4% | -0.67% | 減碼 |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +186.97% | 加碼 |
| 13 | OKE | Oneok Inc | +0.3% | +0.89% | 加碼 |
| 14 | MTBA | Simplify Mbs ETF | +0.3% | +89.71% | 加碼 |
| 15 | FHN | First Horizon CORP | +0.3% | +16.59% | 加碼 |
| 16 | T | At&t Inc | +0.2% | +165.04% | 加碼 |
| 17 | UPS | United Parcel Service-cl B | +0.2% | NEW | 新建倉 |
| 18 | UBER | Uber Technologies Inc | +0.2% | +141.17% | 加碼 |
| 19 | CME | Cme Group Inc | +0.2% | — | 不變 |
| 20 | LLY | Eli Lilly & Co | +0.2% | +17.89% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.2% | -13.68% | 減碼 |
| 22 | PANW | Palo Alto Networks Inc | +0.2% | +111.35% | 加碼 |
| 23 | SNPS | Synopsys Inc | +0.2% | NEW | 新建倉 |
| 24 | BLKCHF | Blackrock Inc | +0.2% | — | 不變 |
| 25 | ORCL | Oracle CORP | +0.2% | +5.65% | 加碼 |
| 26 | BA | Boeing Co/the | +0.1% | +75.53% | 加碼 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -5.24% | 減碼 |
| 28 | ASB | Associated Banc-corp | +0.1% | NEW | 新建倉 |
| 29 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 30 | MRVL | Marvell Technology Inc | +0.1% | -1.31% | 減碼 |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +15.09% | 加碼 |
| 32 | GS | Goldman Sachs Group Inc | +0.1% | +6.02% | 加碼 |
| 33 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -2.89% | 減碼 |
| 34 | XLI | Ss Industrial Select Sector | +0.1% | NEW | 新建倉 |
| 35 | VHT | Vanguard Health Care ETF | +0.1% | NEW | 新建倉 |
| 36 | VEA | Vanguard Ftse Developed ETF | +0.1% | +61.14% | 加碼 |
| 37 | PAYX | Paychex Inc | +0.1% | +0.90% | 加碼 |
| 38 | D | Dominion Energy Inc | +0.1% | NEW | 新建倉 |
| 39 | NTRS | Northern Trust CORP | +0.1% | NEW | 新建倉 |
| 40 | PZA | Invesco National Amt-free Mu | +0.1% | NEW | 新建倉 |
| 41 | WMT | Walmart Inc | +0.1% | NEW | 新建倉 |
| 42 | IVZ | Invesco Ltd. | +0.1% | +16.29% | 加碼 |
| 43 | IWM | Ishares Russell 2000 ETF | +0.1% | — | 不變 |
| 44 | LYTS | Lsi Industries Inc | +0.1% | NEW | 新建倉 |
| 45 | PINK | Simplify Health Care ETF | +0.1% | NEW | 新建倉 |
| 46 | BND | Vanguard Total Bond Market | +0.1% | NEW | 新建倉 |
| 47 | FDN | First Trust Dj Internet Ind | +0.1% | -0.32% | 減碼 |
| 48 | CSCO | Cisco Systems Inc | +0.1% | +2.52% | 加碼 |
| 49 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.1% | +109.30% | 加碼 |
| 50 | DOV | Dover CORP | +0.1% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Harmony Asset Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$4.0億，共申報了 158 個公開持股部位。
在 Q4 2024 季度，Harmony Asset Management LLC 按市值排列的前三大核心持股分別為：AAPL (7.1%)、NVDA (6.1%)、AMZN (4.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.1% 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
FXO
市值: US$227.1萬
本季最大獲利了結 / 清倉標的
CBOE
前期市值: US$1517.5萬
在 Q4 2024 季度中，Harmony Asset Management LLC 共進行了 155 項持倉異動，包含新建倉 15 個部位、加碼 55 個部位、減碼 68 個部位以及清倉 17 個部位。 其中最大新建倉標的為 FXO。 本季清倉部位包含 CBOE。
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。