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: 0001560717
申報總市值
US$91.3億
US$91.3億
862 檔
15.2%
截至 Q4 2024 季度末，Horizon Investments, LLC 的美股持倉估值約為 US$91.3億，全數申報部位共有 862 檔。
在 Q4 2024，Horizon Investments, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 8 個新部位，並對 135 個既有持股進行加碼（合計增持 143 檔），相較減碼與清倉部位顯著佔優。
整體而言，Horizon Investments, LLC 的前 5 大持股（包含 SPYG, SPYV, SPDW）貢獻了組合市值的 15.2%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 862 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 14.05% | +0.23% | -14.08% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 8.51% | -1.35% | +300.52% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 6.74% | +0.09% | -1.58% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.62% | +0.06% | -55.25% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 4.93% | -0.26% | +2.51% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.82% | +0.18% | +8.64% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.51% | -0.25% | +17.82% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.50% | -0.27% | -13.65% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.06% | +0.18% | +146.80% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.74% | -0.35% | -63.57% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.71% | -0.04% | +528.04% | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.31% | — | -15.45% | |
| 13 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.99% | — | — | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.89% | -0.04% | +214.09% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.85% | — | -35.72% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.83% | +0.24% | -0.12% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.82% | +0.28% | +54.48% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 0.76% | +0.05% | +24.12% | |
| 19 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.76% | -0.01% | +0.69% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.74% | -0.27% | -9.32% | |
| 21 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.73% | -0.02% | — | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | +0.15% | +42.70% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 0.68% | +0.05% | +55.42% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.68% | -0.38% | +4.24% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.61% | -0.01% | -1.95% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | +0.37% | +0.30% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.58% | +0.13% | +103.81% | |
| 28 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.56% | -0.02% | +0.90% | |
| 29 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投資等級債 | 0.51% | +0.42% | -1.04% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.51% | -0.29% | -4.36% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.51% | +0.06% | -35.41% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.50% | -0.45% | -3.25% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | -0.05% | +116.76% | |
| 34 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.47% | -0.01% | +73.04% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | +0.07% | +24.46% | |
| 36 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 0.46% | +0.02% | -26.65% | |
| 37 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.46% | — | +7.73% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.41% | +0.04% | +92.19% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.40% | -0.22% | +4.74% | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.38% | -0.16% | +18.31% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.37% | — | +982896.00% | |
| 42 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.36% | -0.23% | -8.26% | |
| 43 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.35% | +0.03% | +430.07% | |
| 44 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.35% | — | +0.99% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.33% | -0.08% | +4.47% | |
| 46 | NFLX | Netflix Inc | 股票-通訊服務 | 0.33% | -0.14% | +19.56% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.30% | +0.02% | +29.18% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.28% | -0.01% | +0.99% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.28% | -0.08% | -4.99% | |
| 50 | CRM | Salesforce Inc | 股票-科技 | 0.28% | -0.08% | +27.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | +6.5% | +300.52% | 加碼 |
| 2 | IJH | Ishares Core S&p Midcap ETF | +1.5% | +528.04% | 加碼 |
| 3 | IEMG | Ishares Core Msci Emerging | +1.2% | +146.80% | 加碼 |
| 4 | VLUE | Ishares Msci USA Value Facto | +1% | NEW | 新建倉 |
| 5 | KBWB | Invesco Kbw Bank ETF | +0.7% | NEW | 新建倉 |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +214.09% | 加碼 |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +8.64% | 加碼 |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.5% | +17.82% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.4% | +24.12% | 加碼 |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.4% | +982896.00% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.4% | +42.70% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.4% | +54.48% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.4% | +103.81% | 加碼 |
| 14 | AAPL | Apple Inc | +0.3% | +55.42% | 加碼 |
| 15 | PYLD | Pimco Multisector Bond Actv | +0.3% | +430.07% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.3% | +116.76% | 加碼 |
| 17 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.2% | +73.04% | 加碼 |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +92.19% | 加碼 |
| 19 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +2.51% | 加碼 |
| 20 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 21 | NFLX | Netflix Inc | +0.1% | +19.56% | 加碼 |
| 22 | CRM | Salesforce Inc | +0.1% | +27.67% | 加碼 |
| 23 | MSFT | Microsoft CORP | +0.1% | +24.46% | 加碼 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +31.94% | 加碼 |
| 25 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +18.31% | 加碼 |
| 26 | XLF | Ss Financial Select Sector | +0.1% | +43.42% | 加碼 |
| 27 | NOW | Servicenow Inc | +0.1% | +35.25% | 加碼 |
| 28 | ORCL | Oracle CORP | +0.1% | +29.18% | 加碼 |
| 29 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 30 | IGV | Ishares Expanded Tech-softwa | +0.1% | +834866.67% | 加碼 |
| 31 | GLW | Corning Inc | +0.1% | +261.74% | 加碼 |
| 32 | XLY | Ss Consumer Disc Select Sect | +0.1% | +26.66% | 加碼 |
| 33 | CTSH | Cognizant Tech Solutions-a | +0.1% | +405.33% | 加碼 |
| 34 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +49.44% | 加碼 |
| 35 | LLY | Eli Lilly & Co | +0.1% | +64.34% | 加碼 |
| 36 | A | Agilent Technologies Inc | +0.1% | +435.30% | 加碼 |
| 37 | GDDY | Godaddy Inc - Class A | +0.1% | +570.08% | 加碼 |
| 38 | DLR | Digital Realty Trust Inc | +0.1% | +291.54% | 加碼 |
| 39 | DELL | Dell Technologies -c | +0.1% | +463.90% | 加碼 |
| 40 | APO | Apollo Global Management Inc | +0.1% | NEW | 新建倉 |
| 41 | DHR | Danaher CORP | +0.1% | +107.96% | 加碼 |
| 42 | INTU | Intuit Inc | +0.1% | +40.80% | 加碼 |
| 43 | ISRG | Intuitive Surgical Inc | +0.1% | +32.52% | 加碼 |
| 44 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +39.58% | 加碼 |
| 45 | DUHP | Dimensional US High Profi Et | +0.1% | +7.73% | 加碼 |
| 46 | GEV | GE Vernova Inc | +0.1% | +53.10% | 加碼 |
| 47 | CDNS | Cadence Design Sys Inc | +0.1% | +72.54% | 加碼 |
| 48 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 49 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +47.35% | 加碼 |
| 50 | APH | Amphenol Corp-cl A | +0.1% | +59.95% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Horizon Investments, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$91.3億，共申報了 862 個公開持股部位。
在 Q4 2024 季度，Horizon Investments, LLC 按市值排列的前三大核心持股分別為：SPYG (14.1%)、SPYV (8.5%)、SPDW (6.7%)。其中最大持股部位 SPYG 佔據整體投資組合約 14.1% 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
VLUE
市值: US$3447.3萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$270.2萬
在 Q4 2024 季度中，Horizon Investments, LLC 共進行了 200 項持倉異動，包含新建倉 8 個部位、加碼 135 個部位、減碼 50 個部位以及清倉 7 個部位。 其中最大新建倉標的為 VLUE。 本季清倉部位包含 ANETEUR。
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。