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
123 檔
14.0%
Q4 2024 季度申報顯示，Horizon Investment Services, LLC 揭露的美股組合總市值為 US$3.6億，涵蓋 123 個不同之權益投資部位。
Horizon Investment Services, LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 11 個全新部位及加碼 13 檔持股的同時，亦同步清倉 8 檔並減碼 18 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, APP, VCSH）占據了總市值的 14.0%，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 | NVDA | Nvidia CORP | 股票-科技 | 5.34% | -0.55% | -0.40% | |
| 2 | APP | Applovin Corp-class A | 股票-科技 | 4.25% | -0.04% | -4.21% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 4.24% | -1.42% | -5.74% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.84% | -0.12% | +1.60% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.78% | -0.45% | -3.47% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.64% | -0.14% | -0.50% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.47% | -0.27% | +0.09% | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 3.23% | -0.77% | +1.15% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 2.49% | +0.91% | -5.93% | |
| 10 | CB | Chubb Limited | 股票-金融 | 2.31% | -0.23% | +2.77% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.24% | -0.09% | +15.47% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.23% | -0.34% | +5.51% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.13% | -0.05% | +4.50% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 2.11% | — | +7.17% | |
| 15 | PH | Parker Hannifin CORP | 股票-工業 | 1.97% | -0.02% | -0.61% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.92% | -0.17% | +4.50% | |
| 17 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.86% | -1.53% | +3.75% | |
| 18 | PGR | Progressive CORP | 股票-金融 | 1.78% | -0.84% | +24.65% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.67% | — | +1.74% | |
| 20 | EME | Emcor Group Inc | 股票-工業 | 1.64% | -0.19% | +0.82% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.62% | -0.06% | -3.19% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.62% | -0.11% | -2.38% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.46% | -0.29% | -28.94% | |
| 24 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.40% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.36% | -0.15% | -2.13% | |
| 26 | NTAP | Netapp Inc | 股票-科技 | 1.30% | — | -6.21% | |
| 27 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.28% | -0.82% | EXIT | |
| 28 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.23% | +0.25% | -1.08% | |
| 29 | STRL | Sterling Infrastructure Inc | 股票-工業 | 1.17% | +0.56% | -24.26% | |
| 30 | ESQ | Esquire Financial Holdings I | 股票-其他 | 1.13% | -0.13% | +24.51% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 1.11% | — | +6.25% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.08% | -0.03% | -3.32% | |
| 33 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.94% | — | +18.60% | |
| 34 | DELL | Dell Technologies -c | 股票-科技 | 0.91% | +1.76% | -50.23% | |
| 35 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.90% | -0.08% | +1.14% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.82% | +0.06% | NEW | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | +0.03% | +1.67% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | -0.03% | -36.23% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.71% | +0.02% | -0.32% | |
| 40 | AEE | Ameren Corporation | 股票-公用事業 | 0.70% | -0.12% | +17.21% | |
| 41 | POWL | Powell Industries Inc | 股票-工業 | 0.69% | +0.05% | -2.57% | |
| 42 | RMD | Resmed Inc | 股票-醫療保健 | 0.68% | -0.66% | EXIT | |
| 43 | ACIW | Aci Worldwide Inc | 股票-科技 | 0.66% | — | +4.86% | |
| 44 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.59% | -0.05% | — | |
| 45 | PRIM | Primoris Services CORP | 股票-工業 | 0.58% | -0.24% | +117.28% | |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.54% | +0.10% | — | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | — | — | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.52% | -0.02% | -11.93% | |
| 49 | TSLA | Tesla Inc | 股票-循環性消費 | 0.51% | -0.03% | -0.83% | |
| 50 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.49% | — | -32.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | APP | Applovin Corp-class A | +2.5% | -4.21% | 減碼 |
| 2 | TMUS | T-mobile US Inc | +1.4% | NEW | 新建倉 |
| 3 | AVGO | Broadcom Inc | +0.9% | -0.50% | 減碼 |
| 4 | RMD | Resmed Inc | +0.7% | NEW | 新建倉 |
| 5 | AMZN | Amazon.com Inc | +0.6% | +15.47% | 加碼 |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | +0.5% | NEW | 新建倉 |
| 7 | DIS | Walt Disney Co/the | +0.5% | NEW | 新建倉 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.60% | 加碼 |
| 9 | IDMO | Invesco S&p International De | +0.5% | NEW | 新建倉 |
| 10 | NVDA | Nvidia CORP | +0.5% | -0.40% | 減碼 |
| 11 | ENVA | Enova International Inc | +0.5% | NEW | 新建倉 |
| 12 | NTRS | Northern Trust CORP | +0.4% | NEW | 新建倉 |
| 13 | FISV | Fiserv Inc | +0.4% | +7.17% | 加碼 |
| 14 | ESQ | Esquire Financial Holdings I | +0.4% | +24.51% | 加碼 |
| 15 | PRIM | Primoris Services CORP | +0.4% | +117.28% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.4% | +4.50% | 加碼 |
| 17 | MWA | Mueller Water Products Inc-a | +0.3% | NEW | 新建倉 |
| 18 | FESM | Fidelity Enhanced Small Cap | +0.3% | NEW | 新建倉 |
| 19 | PGR | Progressive CORP | +0.3% | +24.65% | 加碼 |
| 20 | ATLC | Atlanticus Holdings CORP | +0.3% | NEW | 新建倉 |
| 21 | BKNG | Booking Holdings Inc | +0.2% | +4.83% | 加碼 |
| 22 | AAPL | Apple Inc | +0.2% | +0.09% | 加碼 |
| 23 | AXP | American Express Co | +0.2% | +4.50% | 加碼 |
| 24 | CPRX | Catalyst Pharmaceuticals Inc | +0.2% | +167.05% | 加碼 |
| 25 | PLMR | Palomar Holdings Inc | +0.2% | +139.64% | 加碼 |
| 26 | DOCU | Docusign Inc | +0.2% | NEW | 新建倉 |
| 27 | TSLA | Tesla Inc | +0.2% | -0.83% | 減碼 |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.2% | -11.93% | 減碼 |
| 29 | UNH | Unitedhealth Group Inc | -0.2% | -9.74% | 減碼 |
| 30 | LLY | Eli Lilly & Co | -0.2% | -21.35% | 減碼 |
| 31 | MSFT | Microsoft CORP | -0.2% | -3.47% | 減碼 |
| 32 | UTHR | United Therapeutics CORP | -0.3% | -32.98% | 減碼 |
| 33 | NEE | Nextera Energy Inc | -0.3% | -3.32% | 減碼 |
| 34 | BRC | Brady Corporation - Cl A | -0.3% | EXIT | 清倉 |
| 35 | CBT | Cabot CORP | -0.3% | EXIT | 清倉 |
| 36 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.3% | +5.34% | 加碼 |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | -5.74% | 減碼 |
| 38 | EOG | Eog Resources Inc | -0.4% | -49.59% | 減碼 |
| 39 | NMIH | Nmi Holdings Inc | -0.5% | EXIT | 清倉 |
| 40 | SLB | Slb LTD | -0.5% | EXIT | 清倉 |
| 41 | DGRO | Ishares Core Dividend Growth | -0.5% | -58.21% | 減碼 |
| 42 | VEA | Vanguard Ftse Developed ETF | -0.6% | -36.23% | 減碼 |
| 43 | HALO | Halozyme Therapeutics Inc | -0.6% | -83.28% | 減碼 |
| 44 | FBND | Fidelity Total Bond ETF | -0.7% | -28.94% | 減碼 |
| 45 | AMAT | Applied Materials Inc | -0.8% | -5.93% | 減碼 |
| 46 | ELV | Elevance Health Inc | -0.9% | EXIT | 清倉 |
| 47 | DELL | Dell Technologies -c | -1% | -50.23% | 減碼 |
| 48 | UHS | Universal Health Services-b | -1% | EXIT | 清倉 |
| 49 | CI | THE Cigna Group | -1% | EXIT | 清倉 |
| 50 | LRCXEUR | Lam Research CORP | -2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Horizon Investment Services, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$3.6億，共申報了 123 個公開持股部位。
在 Q4 2024 季度，Horizon Investment Services, LLC 按市值排列的前三大核心持股分別為：NVDA (5.3%)、APP (4.3%)、VCSH (4.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.3% 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
TMUS
市值: US$329.9萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$475.7萬
在 Q4 2024 季度中，Horizon Investment Services, LLC 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 13 個部位、減碼 18 個部位以及清倉 8 個部位。 其中最大新建倉標的為 TMUS。 本季清倉部位包含 LRCXEUR。
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。