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: 0001426940
申報總市值
US$3.6億
US$3.6億
122 檔
13.1%
在 Q3 2024 的 13F 官方備案中，Horizon Investment Services, LLC 管理的美股投資組合規模來到 US$3.6億，整體持股檔數為 122 檔。
Q3 2024 數據顯示 Horizon Investment Services, LLC 積極進場，新開立 10 個部位並同步加碼 24 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Horizon Investment Services, LLC 的前 5 大核心持股（包含 NVDA, VCSH, MSFT 等）合計佔整體申報市值的 13.1%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
UHS
市值: US$226.8萬
本季最大獲利了結 / 清倉標的
SNX
前期市值: US$272.9萬
| # | 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 | 4.88% | -0.55% | -0.40% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.60% | -1.42% | +19.82% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.45% | -0.48% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.33% | -0.12% | +1.41% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 3.30% | +0.91% | -0.20% | |
| 6 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 3.29% | -0.77% | +13.32% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.24% | -0.27% | +0.08% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.74% | -0.14% | +909.11% | |
| 9 | CB | Chubb Limited | 股票-金融 | 2.36% | -0.23% | +2.43% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.15% | -0.29% | +60.55% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.07% | -0.34% | +2.89% | |
| 12 | LRCXEUR | Lam Research CORP | 股票-科技 | 2.03% | — | -33.39% | |
| 13 | PH | Parker Hannifin CORP | 股票-工業 | 1.98% | -0.02% | -6.68% | |
| 14 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.93% | -1.53% | +16.64% | |
| 15 | DELL | Dell Technologies -c | 股票-科技 | 1.88% | +1.76% | +5.12% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.83% | — | +7.96% | |
| 17 | APP | Applovin Corp-class A | 股票-科技 | 1.80% | -0.04% | +11.87% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.78% | -0.05% | -1.82% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.73% | — | +2.85% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.69% | -0.17% | +78.14% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.66% | -0.09% | +338.05% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.62% | -0.11% | -0.45% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.58% | -0.06% | -0.40% | |
| 24 | EME | Emcor Group Inc | 股票-工業 | 1.55% | -0.19% | +5.62% | |
| 25 | PGR | Progressive CORP | 股票-金融 | 1.52% | -0.84% | +169.04% | |
| 26 | NTAP | Netapp Inc | 股票-科技 | 1.48% | — | +4.17% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.37% | -0.15% | +13.94% | |
| 28 | STRL | Sterling Infrastructure Inc | 股票-工業 | 1.34% | +0.56% | -0.40% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.33% | -0.03% | +8.49% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.29% | -0.03% | +1.24% | |
| 31 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.15% | +0.25% | +4.29% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.05% | +0.06% | NEW | |
| 33 | CI | THE Cigna Group | 股票-醫療保健 | 1.05% | — | -4.69% | |
| 34 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.04% | -0.82% | EXIT | |
| 35 | UHS | Universal Health Services-b | 股票-醫療保健 | 0.97% | — | — | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | — | — | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.92% | -0.08% | -0.12% | |
| 38 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.91% | — | -7.16% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.91% | -0.04% | -0.07% | |
| 40 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.90% | — | — | |
| 41 | EOG | Eog Resources Inc | 股票-能源 | 0.89% | — | -5.91% | |
| 42 | ESQ | Esquire Financial Holdings I | 股票-其他 | 0.75% | -0.13% | -11.87% | |
| 43 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.74% | — | +640.06% | |
| 44 | POWL | Powell Industries Inc | 股票-工業 | 0.71% | +0.05% | +16.69% | |
| 45 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.71% | -0.01% | +1.18% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.70% | -0.02% | -1.23% | |
| 47 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 0.70% | -0.06% | — | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | +0.44% | — | |
| 49 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.69% | +0.02% | +0.05% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.2% | +338.05% | 加碼 |
| 2 | PGR | Progressive CORP | +1% | +169.04% | 加碼 |
| 3 | UHS | Universal Health Services-b | +1% | NEW | 新建倉 |
| 4 | BAC | Bank Of America CORP | +0.9% | NEW | 新建倉 |
| 5 | LDOS | Leidos Holdings Inc | +0.9% | NEW | 新建倉 |
| 6 | AXP | American Express Co | +0.8% | +78.14% | 加碼 |
| 7 | FBND | Fidelity Total Bond ETF | +0.7% | +60.55% | 加碼 |
| 8 | HALO | Halozyme Therapeutics Inc | +0.7% | NEW | 新建倉 |
| 9 | APP | Applovin Corp-class A | +0.7% | +11.87% | 加碼 |
| 10 | UTHR | United Therapeutics CORP | +0.6% | +640.06% | 加碼 |
| 11 | SLB | Slb LTD | +0.5% | NEW | 新建倉 |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +19.82% | 加碼 |
| 13 | ACIW | Aci Worldwide Inc | +0.4% | +141.27% | 加碼 |
| 14 | AGX | Argan Inc | +0.4% | NEW | 新建倉 |
| 15 | HIG | Hartford Insurance Group Inc | +0.4% | +16.64% | 加碼 |
| 16 | BRC | Brady Corporation - Cl A | +0.3% | NEW | 新建倉 |
| 17 | POWL | Powell Industries Inc | +0.3% | +16.69% | 加碼 |
| 18 | NMIH | Nmi Holdings Inc | +0.2% | +57.34% | 加碼 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | 新建倉 |
| 20 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +13.32% | 加碼 |
| 21 | NEE | Nextera Energy Inc | +0.2% | +8.49% | 加碼 |
| 22 | FIX | Comfort Systems USA Inc | +0.2% | +4.29% | 加碼 |
| 23 | FISV | Fiserv Inc | +0.2% | +2.85% | 加碼 |
| 24 | EME | Emcor Group Inc | +0.2% | +5.62% | 加碼 |
| 25 | LNTH | Lantheus Holdings Inc | +0.2% | NEW | 新建倉 |
| 26 | CBT | Cabot CORP | +0.2% | +77.55% | 加碼 |
| 27 | IWD | Ishares Russell 1000 Value E | +0.2% | NEW | 新建倉 |
| 28 | STRL | Sterling Infrastructure Inc | +0.1% | -0.40% | 減碼 |
| 29 | CB | Chubb Limited | +0.1% | +2.43% | 加碼 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +2.89% | 加碼 |
| 31 | PH | Parker Hannifin CORP | +0.1% | -6.68% | 減碼 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.94% | 加碼 |
| 33 | AAPL | Apple Inc | 0% | +0.08% | 加碼 |
| 34 | AVGO | Broadcom Inc | -0.1% | +909.11% | 加碼 |
| 35 | AZZ | Azz Inc | -0.2% | EXIT | 清倉 |
| 36 | VST | Vistra CORP | -0.3% | EXIT | 清倉 |
| 37 | APOG | Apogee Enterprises Inc | -0.3% | EXIT | 清倉 |
| 38 | AROC | Archrock Inc | -0.4% | EXIT | 清倉 |
| 39 | OSK | Oshkosh CORP | -0.4% | EXIT | 清倉 |
| 40 | DELL | Dell Technologies -c | -0.4% | +5.12% | 加碼 |
| 41 | BCO | Brink's Co/the | -0.6% | EXIT | 清倉 |
| 42 | MSFT | Microsoft CORP | -0.6% | -0.48% | 減碼 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.7% | +1.41% | 加碼 |
| 44 | ITT | Itt Inc | -0.8% | EXIT | 清倉 |
| 45 | AMAT | Applied Materials Inc | -1% | -0.20% | 減碼 |
| 46 | PCAR | Paccar Inc | -1.2% | EXIT | 清倉 |
| 47 | VRTX | Vertex Pharmaceuticals Inc | -1.3% | EXIT | 清倉 |
| 48 | IR | Ingersoll-rand Inc | -1.3% | EXIT | 清倉 |
| 49 | SNX | TD Synnex CORP | -1.3% | EXIT | 清倉 |
| 50 | LRCXEUR | Lam Research CORP | -2.4% | -33.39% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Horizon Investment Services, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.6億，共申報了 122 個公開持股部位。
在 Q3 2024 季度，Horizon Investment Services, LLC 按市值排列的前三大核心持股分別為：NVDA (4.9%)、VCSH (4.6%)、MSFT (4.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.9% 的權重。
在 Q3 2024 季度中，Horizon Investment Services, LLC 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 24 個部位、減碼 5 個部位以及清倉 11 個部位。 其中最大新建倉標的為 UHS。 本季清倉部位包含 SNX。
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。
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。
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。