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
159 檔
8.0%
根據最新整理的 13F 季度數據集，HF Advisory Group, LLC 於 Q4 2024 結束時的管理資產規模為 US$3.2億。該機構在本季度申報了 159 檔美股持倉，呈現出該時期的主要投資地圖。
HF Advisory Group, LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 26 檔持股的同時，亦同步清倉 6 檔並減碼 16 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 DGRO, GOOG, MSFT）占據了總市值的 8.0%，展現出該機構在 Q4 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.84% | +0.07% | +2.02% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.49% | +0.04% | +1.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | -0.09% | +1.14% | |
| 4 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 2.17% | +0.01% | -1.06% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.11% | -0.05% | +2.82% | |
| 6 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 2.02% | +0.03% | +3.50% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.96% | -0.11% | -4.80% | |
| 8 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.92% | +0.13% | -6.44% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.85% | -0.06% | +7.59% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | +0.32% | +1.96% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.62% | +0.07% | -0.04% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.06% | +8.60% | |
| 13 | CAPE | Doubleline Shiller Cape US | ETF-其他 | 1.50% | +0.05% | +3.05% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.38% | +0.01% | +10.10% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.36% | +0.05% | +0.04% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.35% | +0.18% | +3.20% | |
| 17 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.34% | -0.40% | +21.66% | |
| 18 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 1.33% | +0.01% | +5.10% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.33% | +0.12% | +6.40% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.29% | -0.05% | +1.32% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.23% | +0.08% | -2.43% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.18% | +0.07% | +4.81% | |
| 23 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 1.17% | -0.30% | +31.03% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.16% | -0.07% | +2.62% | |
| 25 | TRP | Tc Energy CORP | 股票-能源 | 1.12% | -0.11% | -4.33% | |
| 26 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.12% | +0.12% | +3.21% | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 1.11% | -0.14% | +3.30% | |
| 28 | KMX | Carmax Inc | 股票-循環性消費 | 1.08% | -0.66% | EXIT | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | +0.03% | -2.24% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.97% | +0.02% | — | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.97% | -0.08% | +16.12% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -0.43% | +6.44% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.94% | +0.10% | -3.56% | |
| 34 | T | At&t Inc | 股票-通訊服務 | 0.94% | -0.31% | -9.29% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.02% | +10.35% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.90% | +0.16% | +1.71% | |
| 37 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.89% | +0.12% | +32.37% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.87% | — | +2.54% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.86% | -0.17% | +419.73% | |
| 40 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.86% | +0.10% | +35.89% | |
| 41 | SHEL | Shell Plc-adr | 股票-能源 | 0.85% | -0.40% | +15.78% | |
| 42 | SO | Southern Co/the | 股票-公用事業 | 0.84% | -0.05% | -3.16% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.83% | +0.01% | +3.89% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.78% | +0.03% | -2.26% | |
| 45 | NI | Nisource Inc | 股票-公用事業 | 0.77% | -0.02% | -23.81% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.74% | -0.43% | +12.49% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.74% | +0.11% | +0.61% | |
| 48 | KRC | Kilroy Realty CORP | 股票-房地產 | 0.73% | +0.25% | +39.15% | |
| 49 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 0.72% | +0.02% | +4.84% | |
| 50 | TFC | Truist Financial CORP | 股票-金融 | 0.70% | +0.07% | +50.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | +0.7% | +419.73% | 加碼 |
| 2 | UPS | United Parcel Service-cl B | +0.6% | NEW | 新建倉 |
| 3 | AMZN | Amazon.com Inc | +0.4% | +2.82% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.3% | — | 不變 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +1.42% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +8.60% | 加碼 |
| 7 | CRM | Salesforce Inc | +0.3% | +16.12% | 加碼 |
| 8 | PAGP | Plains Gp Holdings Lp-cl A | +0.3% | +31.03% | 加碼 |
| 9 | TFC | Truist Financial CORP | +0.2% | +50.54% | 加碼 |
| 10 | KRC | Kilroy Realty CORP | +0.2% | +39.15% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +1.96% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +6.40% | 加碼 |
| 13 | WFC | Wells Fargo & Co | +0.2% | -2.43% | 減碼 |
| 14 | AAPL | Apple Inc | +0.2% | +10.10% | 加碼 |
| 15 | BKNG | Booking Holdings Inc | +0.2% | -6.44% | 減碼 |
| 16 | SCHW | Schwab (charles) CORP | +0.2% | +1.32% | 加碼 |
| 17 | KMX | Carmax Inc | +0.2% | +12.60% | 加碼 |
| 18 | QCOM | Qualcomm Inc | +0.1% | +58.30% | 加碼 |
| 19 | MA | Mastercard Inc - A | +0.1% | +10.35% | 加碼 |
| 20 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +26.45% | 加碼 |
| 21 | MCK | Mckesson CORP | +0.1% | +19.39% | 加碼 |
| 22 | VZ | Verizon Communications Inc | +0.1% | +21.66% | 加碼 |
| 23 | DIS | Walt Disney Co/the | +0.1% | +0.47% | 加碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.59% | 加碼 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.20% | 加碼 |
| 26 | IQV | Iqvia Holdings Inc | +0.1% | +32.37% | 加碼 |
| 27 | SHEL | Shell Plc-adr | +0.1% | +15.78% | 加碼 |
| 28 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +4.81% | 加碼 |
| 29 | SNY | Sanofi-adr | -0.1% | +7.12% | 加碼 |
| 30 | TRP | Tc Energy CORP | -0.1% | -4.33% | 減碼 |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | EXIT | 清倉 |
| 32 | VYM | Vanguard High Dvd Yield ETF | -0.1% | EXIT | 清倉 |
| 33 | LGLV | Spdr US Lc Low Vol Idx | -0.1% | -1.06% | 減碼 |
| 34 | LMT | Lockheed Martin CORP | -0.1% | -8.03% | 減碼 |
| 35 | SOXX | Ishares Semiconductor ETF | -0.1% | EXIT | 清倉 |
| 36 | BDX | Becton Dickinson And Co | -0.1% | -18.02% | 減碼 |
| 37 | VOD | Vodafone Group Plc-sp Adr | -0.1% | +2.49% | 加碼 |
| 38 | SO | Southern Co/the | -0.1% | -3.16% | 減碼 |
| 39 | VEEV | Veeva Systems Inc-class A | -0.1% | -41.71% | 減碼 |
| 40 | SILA | Sila Realty Trust Inc | -0.1% | -21.04% | 減碼 |
| 41 | DIVO | Amplify Cwp Enhan Divid ETF | -0.2% | -33.18% | 減碼 |
| 42 | INTC | Intel CORP | -0.2% | EXIT | 清倉 |
| 43 | NI | Nisource Inc | -0.2% | -23.81% | 減碼 |
| 44 | CAH | Cardinal Health Inc | -0.2% | -48.28% | 減碼 |
| 45 | CVS | Cvs Health CORP | -0.3% | -53.56% | 減碼 |
| 46 | CVX | Chevron CORP | -0.3% | EXIT | 清倉 |
| 47 | LLY | Eli Lilly & Co | -0.5% | -47.12% | 減碼 |
| 48 | FIS | Fidelity National Info Serv | -0.5% | EXIT | 清倉 |
| 49 | QYLD | Global X Nasd 100 Cov Call | -0.6% | -51.66% | 減碼 |
| 50 | GD | General Dynamics CORP | -0.7% | -45.32% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，HF Advisory Group, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$3.2億，共申報了 159 個公開持股部位。
在 Q4 2024 季度，HF Advisory Group, LLC 按市值排列的前三大核心持股分別為：DGRO (2.8%)、GOOG (2.5%)、MSFT (2.3%)。其中最大持股部位 DGRO 佔據整體投資組合約 2.8% 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
UPS
市值: US$130.5萬
本季最大獲利了結 / 清倉標的
FIS
前期市值: US$116.7萬
在 Q4 2024 季度中，HF Advisory Group, LLC 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 26 個部位、減碼 16 個部位以及清倉 6 個部位。 其中最大新建倉標的為 UPS。 本季清倉部位包含 FIS。
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。