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: 0001011443
申報總市值
US$102.9億
US$102.9億
125 檔
187.6%
Q1 2024 季度申報顯示，Hbk Investments L P 揭露的美股組合總市值為 US$102.9億，涵蓋 125 個不同之權益投資部位。
在 Q1 2024，Hbk Investments L P 展現出較為審慎的避險與獲利了結姿態。本季共減碼 13 個部位並完全清倉 16 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 SPY, IWM, HES）占據了總市值的 187.6%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 74.97% | +3.65% | -8.45% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 9.11% | -0.15% | +447.68% | |
| 3 | HES | Hess CORP | 股票-其他 | 6.04% | — | — | |
| 4 | UPS | United Parcel Service-cl B | 股票-工業 | 0.96% | — | -17.59% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | — | +1.70% | |
| 6 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.49% | — | — | |
| 7 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.41% | — | +76.85% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.06% | +43.29% | |
| 9 | COIN 0.5 06-01-26債券 | Coinbase Global Inc | 債券 | 0.37% | — | — | |
| 10 | SNPS | Synopsys Inc | 股票-科技 | 0.32% | — | +73.53% | |
| 11 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.31% | — | +1116.94% | |
| 12 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.31% | — | +10.74% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 0.28% | — | +19.18% | |
| 14 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.24% | — | +9.81% | |
| 15 | JETS | US Global Jets ETF | ETF-其他 | 0.23% | -0.04% | EXIT | |
| 16 | TWO 6.25 01-15-26債券 | Two Harbors Inv CORP | 債券 | 0.21% | — | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.21% | -0.10% | EXIT | |
| 18 | FRPT 3 04-01-28債券 | Freshpet Inc | 債券 | 0.20% | +0.03% | — | |
| 19 | NTRA 2.25 05-01-27債券 | Natera Inc | 債券 | 0.19% | — | — | |
| 20 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.17% | — | +138.60% | |
| 21 | PAR 1.5 10-15-27債券 | Par Technology CORP | 債券 | 0.15% | — | +7.92% | |
| 22 | CNK | Cinemark Holdings Inc | 股票-其他 | 0.14% | -0.16% | -40.99% | |
| 23 | SNA | Snap-on Inc | 股票-工業 | 0.14% | — | -41.24% | |
| 24 | PI 1.125 05-15-27債券 | Impinj Inc | 債券 | 0.12% | — | +12.90% | |
| 25 | BITB | Bitwise Bitcoin ETF | ETF-加密貨幣 | 0.12% | — | — | |
| 26 | ETSY 0.25 06-15-28債券 | Etsy Inc | 債券 | 0.11% | — | +14.37% | |
| 27 | TRIP 0.25 04-01-26債券 | Tripadvisor Inc | 債券 | 0.11% | — | -5.89% | |
| 28 | ABNB 0 03-15-26債券 | Airbnb Inc | 債券 | 0.10% | — | +13.24% | |
| 29 | WELL | Welltower Inc | 股票-房地產 | 0.10% | -0.14% | EXIT | |
| 30 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 0.10% | — | — | |
| 31 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 0.10% | — | +254.34% | |
| 32 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密貨幣 | 0.09% | -0.08% | — | |
| 33 | TRIP | Tripadvisor Inc | 股票-其他 | 0.09% | -0.12% | -61.94% | |
| 34 | GKOS 2.75 06-15-27債券 | Glaukos CORP | 債券 | 0.09% | — | — | |
| 35 | PFSI | Pennymac Financial Services | 股票-其他 | 0.09% | — | — | |
| 36 | VAC 3.25 12-15-27債券 | Marriott Vacation Worldw | 債券 | 0.08% | — | -21.28% | |
| 37 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 0.07% | — | +650.00% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.07% | — | — | |
| 39 | AY 4 07-15-25債券 | Atlantica Jersey LTD | 債券 | 0.07% | — | +65.34% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.07% | -0.03% | — | |
| 41 | 22941EUR | Liberty Media Corp-cl A New | 股票-其他 | 0.07% | — | -18.27% | |
| 42 | NWSA | News CORP - Class A | 股票-通訊服務 | 0.06% | -0.01% | -17.73% | |
| 43 | BL 0 03-15-26債券 | Blackline Inc | 債券 | 0.06% | — | +54.37% | |
| 44 | EXAS 0.375 03-01-28債券 | Exact Sciences CORP | 債券 | 0.06% | — | -32.52% | |
| 45 | RITM | Rithm Capital CORP | 股票-房地產 | 0.06% | — | -58.43% | |
| 46 | KEYS | Keysight Technologies In | 股票-科技 | 0.06% | — | — | |
| 47 | 6PM | Paramount Group Inc | 股票-其他 | 0.06% | — | +40.73% | |
| 48 | EXAS 0.375 03-15-27債券 | Exact Sciences CORP | 債券 | 0.06% | — | +121.82% | |
| 49 | QDEL | Quidelortho CORP | 股票-其他 | 0.05% | — | — | |
| 50 | W | Wayfair Inc- Class A | 股票-循環性消費 | 0.05% | — | -62.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +7.3% | +447.68% | 加碼 |
| 2 | HES | Hess CORP | +6% | NEW | 新建倉 |
| 3 | FBTC | Fidelity Wise Origin Bitcoin | +0.5% | NEW | 新建倉 |
| 4 | COIN 0.5 06-01-26債券 | Coinbase Global Inc | +0.4% | NEW | 新建倉 |
| 5 | ELV | Elevance Health Inc | +0.3% | +1116.94% | 加碼 |
| 6 | DASH | Doordash Inc - A | +0.2% | +76.85% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | 新建倉 |
| 8 | FRPT 3 04-01-28債券 | Freshpet Inc | +0.2% | NEW | 新建倉 |
| 9 | NTRA 2.25 05-01-27債券 | Natera Inc | +0.2% | NEW | 新建倉 |
| 10 | SNPS | Synopsys Inc | +0.1% | +73.53% | 加碼 |
| 11 | BITB | Bitwise Bitcoin ETF | +0.1% | NEW | 新建倉 |
| 12 | CVX | Chevron CORP | +0.1% | +43.29% | 加碼 |
| 13 | ARKB | Ark 21shares Bitcoin ETF | +0.1% | NEW | 新建倉 |
| 14 | GKOS 2.75 06-15-27債券 | Glaukos CORP | +0.1% | NEW | 新建倉 |
| 15 | PFSI | Pennymac Financial Services | +0.1% | NEW | 新建倉 |
| 16 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +138.60% | 加碼 |
| 17 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | NEW | 新建倉 |
| 18 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | +0.1% | +254.34% | 加碼 |
| 19 | CMG | Chipotle Mexican Grill Inc | +0.1% | +10.74% | 加碼 |
| 20 | KLAC | Kla CORP | +0.1% | +19.18% | 加碼 |
| 21 | XOM | Exxon Mobil CORP | 0% | +1.70% | 加碼 |
| 22 | AYX 0.5 08-01-24債券 | Alteryx Inc | -0.1% | EXIT | 清倉 |
| 23 | AMZN | Amazon.com Inc | -0.1% | EXIT | 清倉 |
| 24 | NOG 3.625 04-15-29債券 | Northern Oil & Gas Inc | -0.1% | EXIT | 清倉 |
| 25 | AYXEUR | Alteryx Inc - Class A | -0.1% | EXIT | 清倉 |
| 26 | WOLF 1.875 12-01-29債券 | Wolfspeed Inc | -0.1% | -64.06% | 減碼 |
| 27 | PODD | Insulet CORP | -0.1% | EXIT | 清倉 |
| 28 | GD | General Dynamics CORP | -0.1% | EXIT | 清倉 |
| 29 | BATRK | Atlanta Braves Holdings In-c | -0.1% | -86.35% | 減碼 |
| 30 | MFA | Mfa Financial Inc | -0.1% | -78.97% | 減碼 |
| 31 | RITM | Rithm Capital CORP | -0.1% | -58.43% | 減碼 |
| 32 | W | Wayfair Inc- Class A | -0.1% | -62.98% | 減碼 |
| 33 | QCOM | Qualcomm Inc | -0.1% | EXIT | 清倉 |
| 34 | STWD | Starwood Property Trust Inc | -0.1% | -96.39% | 減碼 |
| 35 | TRIP | Tripadvisor Inc | -0.1% | -61.94% | 減碼 |
| 36 | SNA | Snap-on Inc | -0.1% | -41.24% | 減碼 |
| 37 | MASI* | Masimo CORP | -0.1% | EXIT | 清倉 |
| 38 | F 0 03-15-26債券 | Ford Motor Company | -0.1% | -69.70% | 減碼 |
| 39 | BKNG | Booking Holdings Inc | -0.1% | EXIT | 清倉 |
| 40 | SAVEEUR | Spirit Airlines Inc | -0.2% | -75.18% | 減碼 |
| 41 | FDS | Factset Research Systems Inc | -0.2% | EXIT | 清倉 |
| 42 | CHRW | C.h. Robinson Worldwide Inc | -0.2% | -96.79% | 減碼 |
| 43 | TSLA | Tesla Inc | -0.2% | EXIT | 清倉 |
| 44 | MDB 0.25 01-15-26債券 | Mongodb Inc | -0.2% | EXIT | 清倉 |
| 45 | SIMO | Silicon Motion Technol-adr | -0.3% | EXIT | 清倉 |
| 46 | SPLK 1.125 09-15-25債券 | Splunk Inc | -0.4% | EXIT | 清倉 |
| 47 | UPS | United Parcel Service-cl B | -0.5% | -17.59% | 減碼 |
| 48 | MSCI | Msci Inc | -0.5% | EXIT | 清倉 |
| 49 | MPWR | Monolithic Power Systems Inc | -0.9% | EXIT | 清倉 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -9.9% | -8.45% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hbk Investments L P 在 Q1 2024 季度的美股持倉總市值約為 US$102.9億，共申報了 125 個公開持股部位。
在 Q1 2024 季度，Hbk Investments L P 按市值排列的前三大核心持股分別為：SPY (75.0%)、IWM (9.1%)、HES (6.0%)。其中最大持股部位 SPY 佔據整體投資組合約 75.0% 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
HES
市值: US$12.7億
本季最大獲利了結 / 清倉標的
MPWR
前期市值: US$1.6億
在 Q1 2024 季度中，Hbk Investments L P 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 10 個部位、減碼 13 個部位以及清倉 16 個部位。 其中最大新建倉標的為 HES。 本季清倉部位包含 MPWR。
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。