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: 0001559077
申報總市值
US$13.2億
US$13.2億
282 檔
21.0%
截至 Q1 2024 季度末，Hoylecohen, LLC 的美股持倉估值約為 US$13.2億，全數申報部位共有 282 檔。
在 Q1 2024，Hoylecohen, LLC 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 25 檔、減碼 25 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Hoylecohen, LLC 的前 5 大持股（包含 AAPL, MSFT, NVDA）貢獻了組合市值的 21.0%，形成該機構在 Q1 2024 季度的基本面基石。
僅顯示前 200 大持股（共 282 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 | AAPL | Apple Inc | 股票-科技 | 8.18% | +1.35% | -4.76% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.15% | +0.06% | -1.89% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.97% | +0.89% | -3.56% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.49% | -0.10% | -1.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.40% | +0.25% | -4.27% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.32% | — | -0.72% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.29% | +0.30% | -3.06% | |
| 8 | CGGO | Cap Group Global Growth | ETF-其他 | 2.00% | — | +3.21% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.85% | — | +6.41% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.80% | +0.29% | -7.40% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.70% | +0.22% | -2.59% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.59% | -0.15% | +1.35% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.54% | +0.11% | +18.33% | |
| 14 | BLKCHF | Blackrock Inc | 股票-其他 | 1.51% | -0.15% | -0.63% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.44% | — | +0.15% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.43% | +0.04% | +6.32% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | -0.18% | -4.31% | |
| 18 | QCOM | Qualcomm Inc | 股票-科技 | 1.33% | +0.19% | -4.32% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.31% | -0.09% | +1.05% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | — | -1.06% | |
| 21 | BX | Blackstone Inc | 股票-金融 | 1.30% | -0.16% | -0.83% | |
| 22 | TSLA | Tesla Inc | 股票-循環性消費 | 1.16% | — | -0.86% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.15% | -0.09% | +0.45% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.13% | +0.08% | +4.56% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.11% | — | -0.26% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 1.10% | +0.05% | +0.93% | |
| 27 | OKE | Oneok Inc | 股票-能源 | 1.06% | — | -1.76% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | +3.16% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 1.03% | -0.09% | -0.95% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.97% | -0.11% | -3.33% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | — | +0.23% | |
| 32 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.97% | — | +9.29% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | — | +0.21% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.93% | — | +17.16% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.91% | +0.09% | +1.26% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.83% | — | -0.79% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | — | -1.47% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.73% | — | +0.25% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.72% | +0.05% | -2.42% | |
| 40 | SPG | Simon Property Group Inc | 股票-房地產 | 0.68% | — | +0.59% | |
| 41 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.68% | +0.07% | -3.61% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.66% | -0.08% | -0.49% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | — | -0.08% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.66% | — | +3.45% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.65% | — | -1.45% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.63% | — | +1.40% | |
| 47 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.61% | -0.51% | -9.35% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | — | -2.07% | |
| 49 | LIN | Linde plc | 股票-原物料 | 0.56% | — | -0.99% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.56% | — | -0.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -3.56% | 減碼 |
| 2 | VUG | Vanguard Growth ETF | +0.3% | +18.33% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.2% | -0.72% | 減碼 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +0.21% | 加碼 |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +125.82% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.2% | +0.93% | 加碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -1.84% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.2% | -3.06% | 減碼 |
| 9 | CGGR | Cap Group Growth Equity | +0.2% | +6.32% | 加碼 |
| 10 | CGGO | Cap Group Global Growth | +0.2% | +3.21% | 加碼 |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +0.45% | 加碼 |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +6.41% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.1% | -1.89% | 減碼 |
| 14 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +116.89% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.06% | 減碼 |
| 16 | SCHA | Schwab US Small-cap ETF | +0.1% | +17.16% | 加碼 |
| 17 | CGDV | Cap Group Dividend Value | +0.1% | +9.29% | 加碼 |
| 18 | ETN | Eaton Corporation plc | +0.1% | +6.84% | 加碼 |
| 19 | DIS | Walt Disney Co/the | +0.1% | -3.08% | 減碼 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.56% | 加碼 |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +3.18% | 加碼 |
| 22 | SCHM | Schwab US Mid Cap ETF | +0.1% | +14.78% | 加碼 |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | +37.37% | 加碼 |
| 24 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +37.87% | 加碼 |
| 25 | QCOM | Qualcomm Inc | +0.1% | -4.32% | 減碼 |
| 26 | ABBV | Abbvie Inc | +0.1% | -3.33% | 減碼 |
| 27 | RTX | Rtx CORP | +0.1% | +1.40% | 加碼 |
| 28 | XYL | Xylem Inc | +0.1% | +17.07% | 加碼 |
| 29 | LLY | Eli Lilly & Co | +0.1% | -1.36% | 減碼 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.16% | 加碼 |
| 31 | OKE | Oneok Inc | +0.1% | -1.76% | 減碼 |
| 32 | BAC | Bank Of America CORP | +0.1% | +0.23% | 加碼 |
| 33 | XOM | Exxon Mobil CORP | +0.1% | -1.47% | 減碼 |
| 34 | ISRG | Intuitive Surgical Inc | +0.1% | -3.61% | 減碼 |
| 35 | SCHG | Schwab US Large-cap Growth | +0.1% | +7.47% | 加碼 |
| 36 | VTV | Vanguard Value ETF | 0% | +1.05% | 加碼 |
| 37 | PG | Procter & Gamble Co/the | 0% | -0.26% | 減碼 |
| 38 | COST | Costco Wholesale CORP | 0% | -2.59% | 減碼 |
| 39 | EPD | Enterprise Products Partners | 0% | -0.79% | 減碼 |
| 40 | SPG | Simon Property Group Inc | 0% | +0.59% | 加碼 |
| 41 | CVX | Chevron CORP | 0% | +0.15% | 加碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | -4.27% | 減碼 |
| 43 | PHO | Invesco Water Resources ETF | -0.1% | -37.70% | 減碼 |
| 44 | JPMB | Jpmorgan Usd Emerging Market | -0.1% | -18.73% | 減碼 |
| 45 | WIP | State Street Spdr Ftse Inter | -0.2% | -33.05% | 減碼 |
| 46 | BA | Boeing Co/the | -0.2% | -17.93% | 減碼 |
| 47 | BMY | Bristol-myers Squibb Co | -0.3% | -81.62% | 減碼 |
| 48 | HON | Honeywell International Inc | -0.3% | -34.08% | 減碼 |
| 49 | TSLA | Tesla Inc | -0.6% | -0.86% | 減碼 |
| 50 | AAPL | Apple Inc | -2.1% | -4.76% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hoylecohen, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$13.2億，共申報了 282 個公開持股部位。
在 Q1 2024 季度，Hoylecohen, LLC 按市值排列的前三大核心持股分別為：AAPL (8.2%)、MSFT (5.2%)、NVDA (3.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.2% 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。
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$1.3億
在 Q1 2024 季度中，Hoylecohen, LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 25 個部位、減碼 25 個部位以及清倉 0 個部位。
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。