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: 0001963169
申報總市值
US$3.2億
US$3.2億
164 檔
7.8%
在 Q3 2024 申報期間，HF Advisory Group, LLC（CIK: 0001963169）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.2億，共持有 164 個公開申報部位。
HF Advisory Group, LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 37 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，HF Advisory Group, LLC 的前 5 大核心持股（包含 DGRO, MSFT, LGLV 等）合計佔整體申報市值的 7.8%，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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.87% | +0.07% | +1.68% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.09% | +11.70% | |
| 3 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 2.27% | +0.01% | +0.18% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.18% | +0.04% | +7.24% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.04% | -0.11% | +20.41% | |
| 6 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 2.02% | +0.03% | +4.85% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.77% | -0.06% | +0.52% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.76% | -0.05% | +4.19% | |
| 9 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.76% | +0.13% | +11.25% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.60% | +0.07% | +1.54% | |
| 11 | CAPE | Doubleline Shiller Cape US | ETF-其他 | 1.45% | +0.05% | +1.49% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.41% | +0.32% | +15.08% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.33% | +0.05% | -7.60% | |
| 14 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 1.31% | +0.01% | +6.29% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.27% | +0.18% | +25.47% | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.25% | -0.40% | +5.14% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.06% | +6.11% | |
| 18 | GD | General Dynamics CORP | 股票-工業 | 1.22% | -0.01% | +6.30% | |
| 19 | TRP | Tc Energy CORP | 股票-能源 | 1.21% | -0.11% | -0.60% | |
| 20 | PFE | Pfizer Inc | 股票-醫療保健 | 1.19% | -0.14% | -1.58% | |
| 21 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.18% | +0.12% | +15.38% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 1.18% | +0.01% | +11.24% | |
| 23 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.17% | — | +2.87% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.17% | -0.07% | +3.39% | |
| 25 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.13% | -0.05% | +24.47% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.11% | +0.07% | +0.04% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.11% | +0.12% | +55.46% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 1.02% | +0.08% | +10.32% | |
| 29 | T | At&t Inc | 股票-通訊服務 | 1.01% | -0.31% | -2.18% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | -0.43% | +8.49% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.97% | +0.10% | -3.85% | |
| 32 | NI | Nisource Inc | 股票-公用事業 | 0.96% | -0.02% | +0.91% | |
| 33 | SO | Southern Co/the | 股票-公用事業 | 0.96% | -0.05% | +1.81% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.95% | +0.21% | -2.04% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.95% | +0.03% | +0.10% | |
| 36 | KMX | Carmax Inc | 股票-循環性消費 | 0.92% | -0.66% | EXIT | |
| 37 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 0.91% | -0.30% | +2.84% | |
| 38 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.90% | +0.10% | +12.52% | |
| 39 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.86% | — | -8.16% | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.85% | +0.03% | -0.50% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.84% | +0.16% | +9.14% | |
| 42 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.82% | +0.12% | -6.45% | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 0.82% | +0.11% | -2.64% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.81% | +0.01% | +5.17% | |
| 45 | SHEL | Shell Plc-adr | 股票-能源 | 0.78% | -0.40% | +8.47% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.77% | -0.02% | -0.65% | |
| 47 | SNY | Sanofi-adr | 股票-醫療保健 | 0.77% | -0.17% | +5.45% | |
| 48 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.73% | +0.04% | +0.25% | |
| 49 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 0.72% | +0.02% | +0.44% | |
| 50 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.72% | -0.18% | +5.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KRC | Kilroy Realty CORP | +0.5% | NEW | 新建倉 |
| 2 | META | Meta Platforms Inc-class A | +0.4% | +20.41% | 加碼 |
| 3 | SBUX | Starbucks CORP | +0.3% | +90.19% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +55.46% | 加碼 |
| 5 | KVUE | Kenvue Inc | +0.3% | +15.38% | 加碼 |
| 6 | SILA | Sila Realty Trust Inc | +0.2% | +51.65% | 加碼 |
| 7 | CRM | Salesforce Inc | +0.2% | +50.74% | 加碼 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +54.81% | 加碼 |
| 9 | PEP | Pepsico Inc | +0.2% | NEW | 新建倉 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +25.47% | 加碼 |
| 11 | TRP | Tc Energy CORP | +0.1% | -0.60% | 減碼 |
| 12 | ORCL | Oracle CORP | +0.1% | +3.39% | 加碼 |
| 13 | AAPL | Apple Inc | +0.1% | +11.24% | 加碼 |
| 14 | COP | Conocophillips | +0.1% | +44.29% | 加碼 |
| 15 | V | Visa Inc-class A Shares | +0.1% | +15.08% | 加碼 |
| 16 | BKNG | Booking Holdings Inc | +0.1% | +11.25% | 加碼 |
| 17 | PM | Philip Morris International | +0.1% | +5.17% | 加碼 |
| 18 | SNY | Sanofi-adr | +0.1% | +5.45% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.1% | -1.42% | 減碼 |
| 20 | NI | Nisource Inc | +0.1% | +0.91% | 加碼 |
| 21 | LYG | Lloyds Banking Group Plc-adr | +0.1% | +17.19% | 加碼 |
| 22 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +28.27% | 加碼 |
| 23 | DEO | Diageo Plc-sponsored Adr | +0.1% | +17.21% | 加碼 |
| 24 | TFC | Truist Financial CORP | +0.1% | +19.70% | 加碼 |
| 25 | SO | Southern Co/the | +0.1% | +1.81% | 加碼 |
| 26 | RTX | Rtx CORP | +0.1% | -0.50% | 減碼 |
| 27 | UL | Unilever PLC | +0.1% | +6.00% | 加碼 |
| 28 | GILD | Gilead Sciences Inc | +0.1% | -1.52% | 減碼 |
| 29 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +5.84% | 加碼 |
| 30 | DIS | Walt Disney Co/the | +0.1% | +24.81% | 加碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.52% | 加碼 |
| 32 | VZ | Verizon Communications Inc | 0% | +5.14% | 加碼 |
| 33 | T | At&t Inc | 0% | -2.18% | 減碼 |
| 34 | LGLV | Spdr US Lc Low Vol Idx | — | +0.18% | 加碼 |
| 35 | GD | General Dynamics CORP | — | +6.30% | 加碼 |
| 36 | JPM | Jpmorgan Chase & Co | 0% | +6.11% | 加碼 |
| 37 | SCHW | Schwab (charles) CORP | 0% | +24.47% | 加碼 |
| 38 | XOM | Exxon Mobil CORP | 0% | +8.49% | 加碼 |
| 39 | DGRO | Ishares Core Dividend Growth | 0% | +1.68% | 加碼 |
| 40 | SPHY | Ss Spdr P High Yield ETF | 0% | +6.29% | 加碼 |
| 41 | FALN | Ishares Fallen Angels ETF | 0% | +4.85% | 加碼 |
| 42 | CAPE | Doubleline Shiller Cape US | 0% | +1.49% | 加碼 |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +1.54% | 加碼 |
| 44 | MSFT | Microsoft CORP | -0.1% | +11.70% | 加碼 |
| 45 | LCTU | Ishares U.s. Carbon Transiti | -0.1% | EXIT | 清倉 |
| 46 | EWX | State Street Spdr S&p Emergi | -0.1% | EXIT | 清倉 |
| 47 | ADSK | Autodesk Inc | -0.2% | -32.38% | 減碼 |
| 48 | QCOM | Qualcomm Inc | -0.2% | -23.04% | 減碼 |
| 49 | DIVO | Amplify Cwp Enhan Divid ETF | -0.5% | -45.71% | 減碼 |
| 50 | INTC | Intel CORP | -0.6% | -64.63% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，HF Advisory Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.2億，共申報了 164 個公開持股部位。
在 Q3 2024 季度，HF Advisory Group, LLC 按市值排列的前三大核心持股分別為：DGRO (2.9%)、MSFT (2.4%)、LGLV (2.3%)。其中最大持股部位 DGRO 佔據整體投資組合約 2.9% 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
KRC
市值: US$108.6萬
本季最大獲利了結 / 清倉標的
LCTU
前期市值: US$23.5萬
在 Q3 2024 季度中，HF Advisory Group, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 37 個部位、減碼 9 個部位以及清倉 2 個部位。 其中最大新建倉標的為 KRC。 本季清倉部位包含 LCTU。
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。