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: 0001799544
申報總市值
US$7.7億
US$7.7億
362 檔
60.4%
在 Q4 2024 的 13F 官方備案中，Hoey Investments, Inc 管理的美股投資組合規模來到 US$7.7億，整體持股檔數為 362 檔。
觀察 Q4 2024 的資金脈絡，Hoey Investments, Inc 在獲利結算 5 檔個股的同時，將資本重新部署至 3 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 NVDA, AMZN, META）累計市值佔比達 60.4%，是驅動 Hoey Investments, Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 362 檔）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 30.94% | +0.95% | +4.26% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 22.41% | +0.67% | +1.07% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 11.75% | -3.10% | +10.73% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 9.53% | -0.83% | -6.41% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.00% | +0.22% | +22.06% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.43% | -1.89% | +518.90% | |
| 7 | WFC | Wells Fargo & Co | 股票-金融 | 1.93% | -0.27% | +13.66% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.73% | +0.07% | +915.40% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | -0.02% | +40.64% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.18% | -0.08% | +4.19% | |
| 11 | GE | General Electric | 股票-工業 | 1.05% | +0.21% | +18.83% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.87% | +0.32% | +224.40% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 0.80% | -0.26% | +69.11% | |
| 14 | NOW | Servicenow Inc | 股票-科技 | 0.75% | -0.03% | +52.70% | |
| 15 | UBER | Uber Technologies Inc | 股票-工業 | 0.67% | -0.47% | -5.29% | |
| 16 | MS | Morgan Stanley | 股票-金融 | 0.65% | +0.21% | +57.41% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.45% | -0.04% | -7.02% | |
| 18 | GEV | GE Vernova Inc | 股票-工業 | 0.45% | +0.28% | +0.10% | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 0.26% | -0.25% | EXIT | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | -0.32% | +0.32% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 0.23% | -0.03% | -31.71% | |
| 22 | EMR | Emerson Electric Co | 股票-工業 | 0.23% | — | -27.23% | |
| 23 | CMC | Commercial Metals Co | 股票-工業 | 0.21% | -0.07% | +9.30% | |
| 24 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-其他 | 0.20% | -0.11% | +24.36% | |
| 25 | AMZU | Dire Dly Amzn Bul 2x Etf-usd | ETF-其他 | 0.20% | -0.01% | -12.56% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工業 | 0.19% | -0.03% | +33.88% | |
| 27 | MRVL | Marvell Technology Inc | 股票-科技 | 0.18% | +0.41% | -23.16% | |
| 28 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.17% | -0.03% | -18.53% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.15% | — | +181.40% | |
| 30 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.14% | — | -21.07% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.14% | -0.02% | -7.10% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.13% | +0.03% | +143.13% | |
| 33 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-其他 | 0.13% | — | -23.74% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 0.12% | -0.02% | +9.67% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.12% | +0.02% | +15.84% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.12% | — | +69.98% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.11% | — | +1.36% | |
| 38 | ALAB | Astera Labs Inc | 股票-科技 | 0.11% | +0.19% | -29.28% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.10% | — | +286.86% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.10% | — | — | |
| 41 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.09% | -0.03% | EXIT | |
| 42 | NOC | Northrop Grumman CORP | 股票-工業 | 0.09% | -0.03% | +216.48% | |
| 43 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.09% | — | -17.24% | |
| 44 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.09% | -0.02% | -17.94% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.08% | — | -13.62% | |
| 46 | CMI | Cummins Inc | 股票-工業 | 0.08% | +0.01% | +1034.92% | |
| 47 | ROK | Rockwell Automation Inc | 股票-工業 | 0.08% | +0.02% | -21.55% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.08% | -0.07% | EXIT | |
| 49 | GM | General Motors Co | 股票-循環性消費 | 0.08% | -0.01% | -23.74% | |
| 50 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.08% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.3% | +518.90% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.6% | +915.40% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +1.5% | +10.73% | 加碼 |
| 4 | AAPL | Apple Inc | +0.9% | +22.06% | 加碼 |
| 5 | GS | Goldman Sachs Group Inc | +0.6% | +224.40% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | +40.64% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.4% | +1.07% | 加碼 |
| 8 | WMT | Walmart Inc | +0.4% | +69.11% | 加碼 |
| 9 | NOW | Servicenow Inc | +0.3% | +52.70% | 加碼 |
| 10 | WFC | Wells Fargo & Co | +0.3% | +13.66% | 加碼 |
| 11 | MS | Morgan Stanley | +0.3% | +57.41% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.2% | +4.26% | 加碼 |
| 13 | GEV | GE Vernova Inc | +0.2% | +0.10% | 加碼 |
| 14 | GE | General Electric | +0.1% | +18.83% | 加碼 |
| 15 | GSK | Gsk Plc-spon Adr | +0.1% | NEW | 新建倉 |
| 16 | CAT | Caterpillar Inc | +0.1% | +143.13% | 加碼 |
| 17 | CMI | Cummins Inc | +0.1% | +1034.92% | 加碼 |
| 18 | NOC | Northrop Grumman CORP | +0.1% | +216.48% | 加碼 |
| 19 | COST | Costco Wholesale CORP | +0.1% | +69.98% | 加碼 |
| 20 | BITO | Proshares Bitcoin Etf-usd | +0.1% | NEW | 新建倉 |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 22 | MA | Mastercard Inc - A | +0.1% | +1100.00% | 加碼 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +328.78% | 加碼 |
| 24 | NFLX | Netflix Inc | 0% | +2.96% | 加碼 |
| 25 | LMT | Lockheed Martin CORP | 0% | +33.88% | 加碼 |
| 26 | MSTR | Strategy Inc | 0% | +1204.35% | 加碼 |
| 27 | IBM | Intl Business Machines CORP | 0% | +93.76% | 加碼 |
| 28 | BAC | Bank Of America CORP | 0% | +4.19% | 加碼 |
| 29 | BKNG | Booking Holdings Inc | -0.1% | EXIT | 清倉 |
| 30 | AFRM | Affirm Holdings Inc | -0.1% | EXIT | 清倉 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -67.27% | 減碼 |
| 32 | HUM | Humana Inc | -0.1% | EXIT | 清倉 |
| 33 | EEM | Ishares Msci Emerging Market | -0.1% | -41.04% | 減碼 |
| 34 | VTV | Vanguard Value ETF | -0.1% | -83.81% | 減碼 |
| 35 | ENPH | Enphase Energy Inc | -0.1% | -90.14% | 減碼 |
| 36 | TSLA | Tesla Inc | -0.1% | -74.42% | 減碼 |
| 37 | HCA | Hca Healthcare Inc | -0.1% | -21.07% | 減碼 |
| 38 | EMR | Emerson Electric Co | -0.1% | -27.23% | 減碼 |
| 39 | CVX | Chevron CORP | -0.1% | -53.74% | 減碼 |
| 40 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | 清倉 |
| 41 | BDJ | Blackrock Enhanced Eqty Dvd | -0.1% | EXIT | 清倉 |
| 42 | AMGN | Amgen Inc | -0.2% | -31.71% | 減碼 |
| 43 | SOXL | Direx Dail Semi Bu 3x Et-usd | -0.3% | -23.74% | 減碼 |
| 44 | UBER | Uber Technologies Inc | -0.3% | -5.29% | 減碼 |
| 45 | MRK | Merck & Co. Inc. | -0.4% | -99.90% | 減碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.5% | -88.61% | 減碼 |
| 47 | AMD | Advanced Micro Devices | -0.8% | -94.87% | 減碼 |
| 48 | PANW | Palo Alto Networks Inc | -1.8% | -96.20% | 減碼 |
| 49 | CRWD | Crowdstrike Holdings Inc - A | -2% | -99.50% | 減碼 |
| 50 | MSFT | Microsoft CORP | -2.6% | -6.41% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hoey Investments, Inc 在 Q4 2024 季度的美股持倉總市值約為 US$7.7億，共申報了 362 個公開持股部位。
在 Q4 2024 季度，Hoey Investments, Inc 按市值排列的前三大核心持股分別為：NVDA (30.9%)、AMZN (22.4%)、META (11.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 30.9% 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
GSK
市值: US$45.2萬
本季最大獲利了結 / 清倉標的
SMCIUSD
前期市值: US$65.1萬
在 Q4 2024 季度中，Hoey Investments, Inc 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 25 個部位、減碼 17 個部位以及清倉 5 個部位。 其中最大新建倉標的為 GSK。 本季清倉部位包含 SMCIUSD。
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。