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: 0001806752
申報總市值
US$3.4億
US$3.4億
79 檔
13.0%
在 Q4 2024 的 13F 官方備案中，Hixon Zuercher, LLC 管理的美股投資組合規模來到 US$3.4億，整體持股檔數為 79 檔。
數據顯示 Hixon Zuercher, LLC 於 Q4 2024 季度持續回收資金，對 33 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, JPM, GSLC）累計市值佔比達 13.0%，是驅動 Hixon Zuercher, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 3.76% | +0.13% | -2.07% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.60% | +0.10% | -2.20% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 3.40% | +0.34% | -3.48% | |
| 4 | CAT | Caterpillar Inc | 股票-工業 | 3.19% | -0.17% | -1.35% | |
| 5 | SYK | Stryker CORP | 股票-醫療保健 | 3.08% | -0.24% | +0.57% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.81% | +0.43% | -2.41% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.80% | -0.11% | -2.78% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.76% | +0.69% | -5.78% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.69% | +0.01% | — | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.68% | -0.14% | -14.69% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.66% | -0.05% | +1.93% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 2.62% | -0.32% | -3.39% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.51% | -0.30% | +0.09% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | +0.40% | +0.24% | |
| 15 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.39% | -0.37% | -1.91% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 2.20% | -2.96% | EXIT | |
| 17 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 2.13% | +0.24% | -1.89% | |
| 18 | HON | Honeywell International Inc | 股票-工業 | 2.11% | -1.91% | EXIT | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.05% | +0.99% | -1.10% | |
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.05% | +0.22% | -2.47% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.85% | +0.14% | -4.57% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.81% | -0.21% | -5.17% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.74% | -0.40% | -2.43% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.70% | -0.04% | +5.17% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 1.66% | -0.29% | -6.87% | |
| 26 | CPRT | Copart Inc | 股票-工業 | 1.58% | -0.23% | -1.04% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.51% | -0.32% | -8.49% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.43% | -0.05% | +1.54% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.42% | -0.11% | +1.15% | |
| 30 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.38% | — | -19.08% | |
| 31 | DOX | Amdocs Limited | 股票-科技 | 1.27% | -0.25% | +3.11% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.18% | -0.20% | -8.53% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.18% | -0.05% | +191.54% | |
| 34 | AMT | American Tower CORP | 股票-房地產 | 1.16% | -0.03% | -10.91% | |
| 35 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.06% | -0.08% | -4.03% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.00% | -0.12% | +1.89% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.99% | -0.01% | +2.27% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.96% | +1.62% | +4.83% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | — | — | |
| 40 | BKR | Baker Hughes Co | 股票-能源 | 0.92% | -0.11% | +6.52% | |
| 41 | TDG | Transdigm Group Inc | 股票-工業 | 0.91% | +0.14% | -1.69% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | +0.14% | +6.64% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.90% | -0.07% | -1.39% | |
| 44 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.89% | +0.03% | -5.30% | |
| 45 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.88% | -0.02% | -0.72% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.85% | — | -7.66% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | +0.13% | -2.65% | |
| 48 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 0.78% | — | -16.41% | |
| 49 | ICE | Intercontinental Exchange In | 股票-金融 | 0.73% | -0.15% | -3.03% | |
| 50 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.71% | +0.04% | -9.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.7% | NEW | 新建倉 |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.9% | NEW | 新建倉 |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.8% | +191.54% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.3% | -2.41% | 減碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -2.20% | 減碼 |
| 6 | CRM | Salesforce Inc | +0.2% | -5.17% | 減碼 |
| 7 | NFLX | Netflix Inc | +0.2% | -6.87% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.10% | 減碼 |
| 9 | GS | Goldman Sachs Group Inc | +0.2% | -2.47% | 減碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | -2.65% | 減碼 |
| 11 | MA | Mastercard Inc - A | +0.2% | +1.93% | 加碼 |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | +1.15% | 加碼 |
| 13 | HON | Honeywell International Inc | +0.2% | +0.50% | 加碼 |
| 14 | WMT | Walmart Inc | +0.2% | -3.39% | 減碼 |
| 15 | BKR | Baker Hughes Co | +0.1% | +6.52% | 加碼 |
| 16 | DIS | Walt Disney Co/the | +0.1% | +2.27% | 加碼 |
| 17 | BAC | Bank Of America CORP | +0.1% | +6.64% | 加碼 |
| 18 | AAPL | Apple Inc | +0.1% | -2.07% | 減碼 |
| 19 | TSLA | Tesla Inc | +0.1% | -3.45% | 減碼 |
| 20 | CPRT | Copart Inc | +0.1% | -1.04% | 減碼 |
| 21 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +79.74% | 加碼 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建倉 |
| 23 | DVY | Ishares Select Dividend ETF | +0.1% | +69.89% | 加碼 |
| 24 | NVDA | Nvidia CORP | +0.1% | -5.78% | 減碼 |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +5.17% | 加碼 |
| 26 | ICE | Intercontinental Exchange In | -0.1% | -3.03% | 減碼 |
| 27 | LLY | Eli Lilly & Co | -0.1% | — | 不變 |
| 28 | MANH | Manhattan Associates Inc | -0.1% | -7.17% | 減碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.43% | 減碼 |
| 30 | ORCL | Oracle CORP | -0.1% | -7.66% | 減碼 |
| 31 | SBUX | Starbucks CORP | -0.1% | -5.30% | 減碼 |
| 32 | PPG | Ppg Industries Inc | -0.1% | -5.18% | 減碼 |
| 33 | TDG | Transdigm Group Inc | -0.2% | -1.69% | 減碼 |
| 34 | CDW | Cdw Corp/de | -0.2% | -12.14% | 減碼 |
| 35 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | +1.54% | 加碼 |
| 36 | DE | Deere & Co | -0.2% | -23.41% | 減碼 |
| 37 | XOM | Exxon Mobil CORP | -0.2% | -0.06% | 減碼 |
| 38 | PLD | Prologis Inc | -0.3% | -15.03% | 減碼 |
| 39 | GSIE | Goldman Sachs Activebeta Int | -0.3% | -1.89% | 減碼 |
| 40 | MKTX | Marketaxess Holdings Inc | -0.3% | -16.41% | 減碼 |
| 41 | AMD | Advanced Micro Devices | -0.3% | +4.83% | 加碼 |
| 42 | LOW | Lowe's Cos Inc | -0.3% | -1.91% | 減碼 |
| 43 | HCA | Hca Healthcare Inc | -0.4% | -15.29% | 減碼 |
| 44 | ADBE | Adobe Inc | -0.4% | -8.53% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.4% | -8.49% | 減碼 |
| 46 | CAT | Caterpillar Inc | -0.4% | -1.35% | 減碼 |
| 47 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.5% | -19.08% | 減碼 |
| 48 | NEE | Nextera Energy Inc | -0.5% | +0.09% | 加碼 |
| 49 | AMT | American Tower CORP | -0.5% | -10.91% | 減碼 |
| 50 | JNJ | Johnson & Johnson | -0.9% | -14.69% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hixon Zuercher, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$3.4億，共申報了 79 個公開持股部位。
在 Q4 2024 季度，Hixon Zuercher, LLC 按市值排列的前三大核心持股分別為：AAPL (3.8%)、JPM (3.6%)、GSLC (3.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.8% 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
IVV
市值: US$699.2萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$928.9萬
在 Q4 2024 季度中，Hixon Zuercher, LLC 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 33 個部位以及清倉 0 個部位。 其中最大新建倉標的為 IVV。
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。