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: 0001475597
申報總市值
US$547.6億
US$547.6億
2224 檔
16.4%
在 Q1 2024 的 13F 官方備案中，Hrt Financial LP 管理的美股投資組合規模來到 US$547.6億，整體持股檔數為 2224 檔。
Hrt Financial LP 於 Q1 2024 展現出進攻型調倉步調，本季推動了 13 檔股票的新建倉與 17 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Hrt Financial LP 的前 5 大核心持股（包含 SPY, QQQ, IWM 等）合計佔整體申報市值的 16.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 2224 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 38.33% | -1.05% | +27.45% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.78% | +1.17% | +90.35% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.66% | -0.03% | +1.69% | |
| 4 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.28% | +0.15% | +8951.23% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.26% | -0.12% | +94.95% | |
| 6 | WDAY | Workday Inc-class A | 股票-科技 | 1.09% | — | +170.77% | |
| 7 | CRH | CRH plc | 股票-原物料 | 0.99% | — | +19.13% | |
| 8 | GM | General Motors Co | 股票-循環性消費 | 0.91% | -0.17% | EXIT | |
| 9 | ADP | Automatic Data Processing | 股票-科技 | 0.80% | — | +872.01% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | -0.21% | EXIT | |
| 11 | RTX | Rtx CORP | 股票-工業 | 0.74% | -0.02% | EXIT | |
| 12 | ITW | Illinois Tool Works | 股票-工業 | 0.60% | -0.01% | +8803.36% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | -0.01% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | -0.06% | -3.18% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 0.52% | -0.75% | EXIT | |
| 16 | MMM | 3m Co | 股票-工業 | 0.51% | +0.03% | NEW | |
| 17 | BX | Blackstone Inc | 股票-金融 | 0.50% | +0.01% | NEW | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.49% | -0.13% | EXIT | |
| 19 | AXP | American Express Co | 股票-金融 | 0.48% | — | +1051.27% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.47% | +0.08% | +13.36% | |
| 21 | PSX | Phillips 66 | 股票-能源 | 0.40% | — | +138.07% | |
| 22 | ALL | Allstate CORP | 股票-金融 | 0.37% | +0.06% | NEW | |
| 23 | CART | Maplebear Inc | 股票-循環性消費 | 0.36% | — | — | |
| 24 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.35% | +0.01% | +1878.68% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.35% | — | -43.01% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.34% | +0.04% | NEW | |
| 27 | NU | Nu Holdings Ltd. | 股票-金融 | 0.33% | — | EXIT | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.33% | +0.38% | +850.46% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.32% | -0.05% | EXIT | |
| 30 | COP | Conocophillips | 股票-能源 | 0.30% | -0.10% | — | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.29% | -0.06% | EXIT | |
| 32 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.27% | — | -35.22% | |
| 33 | MAS | Masco CORP | 股票-工業 | 0.26% | — | NEW | |
| 34 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.25% | +0.08% | NEW | |
| 35 | UL | Unilever PLC | 股票-非循環性消費 | 0.25% | — | +61.83% | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.24% | — | -14.16% | |
| 37 | NTAP | Netapp Inc | 股票-科技 | 0.24% | +0.13% | NEW | |
| 38 | KEYS | Keysight Technologies In | 股票-科技 | 0.24% | -0.06% | EXIT | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.24% | -0.03% | +1464.26% | |
| 40 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.24% | -0.20% | — | |
| 41 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.23% | -0.01% | EXIT | |
| 42 | JNP | Juniper Networks Inc | 股票-其他 | 0.21% | — | — | |
| 43 | BGC | Bgc Group Inc-a | 股票-金融 | 0.21% | -0.02% | — | |
| 44 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.21% | — | +96.52% | |
| 45 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 0.20% | — | +3419.00% | |
| 46 | ECL | Ecolab Inc | 股票-原物料 | 0.20% | +0.04% | +545.42% | |
| 47 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.19% | — | — | |
| 48 | KEL | Kellanova | 股票-其他 | 0.19% | — | +275.33% | |
| 49 | PFG | Principal Financial Group | 股票-金融 | 0.19% | — | NEW | |
| 50 | ✓ | Proshares Ultrapro Sht | 股票-其他 | 0.19% | — | +1561.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +5.9% | +27.45% | 加碼 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +4.2% | +90.35% | 加碼 |
| 3 | MRK | Merck & Co. Inc. | +1.3% | +8951.23% | 加碼 |
| 4 | GM | General Motors Co | +0.9% | NEW | 新建倉 |
| 5 | RTX | Rtx CORP | +0.7% | NEW | 新建倉 |
| 6 | ADP | Automatic Data Processing | +0.7% | +872.01% | 加碼 |
| 7 | WDAY | Workday Inc-class A | +0.6% | +170.77% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.6% | NEW | 新建倉 |
| 9 | ITW | Illinois Tool Works | +0.6% | +8803.36% | 加碼 |
| 10 | MMM | 3m Co | +0.5% | NEW | 新建倉 |
| 11 | BX | Blackstone Inc | +0.5% | NEW | 新建倉 |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.5% | +94.95% | 加碼 |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | NEW | 新建倉 |
| 14 | AXP | American Express Co | +0.4% | +1051.27% | 加碼 |
| 15 | CART | Maplebear Inc | +0.4% | NEW | 新建倉 |
| 16 | ALL | Allstate CORP | +0.3% | +929.10% | 加碼 |
| 17 | DECK | Deckers Outdoor CORP | +0.3% | +1878.68% | 加碼 |
| 18 | PFF | Ishares Preferred & Income S | +0.3% | NEW | 新建倉 |
| 19 | COP | Conocophillips | +0.3% | NEW | 新建倉 |
| 20 | CRM | Salesforce Inc | +0.3% | +850.46% | 加碼 |
| 21 | PSX | Phillips 66 | +0.2% | +138.07% | 加碼 |
| 22 | MAS | Masco CORP | +0.2% | +1476.92% | 加碼 |
| 23 | KEYS | Keysight Technologies In | +0.2% | NEW | 新建倉 |
| 24 | BKNG | Booking Holdings Inc | +0.2% | NEW | 新建倉 |
| 25 | MS | Morgan Stanley | +0.2% | +1464.26% | 加碼 |
| 26 | JNP | Juniper Networks Inc | +0.2% | NEW | 新建倉 |
| 27 | BGC | Bgc Group Inc-a | +0.2% | NEW | 新建倉 |
| 28 | CRH | CRH plc | +0.2% | +19.13% | 加碼 |
| 29 | NU | Nu Holdings Ltd. | +0.2% | +103.31% | 加碼 |
| 30 | LTHM1EUR | Livent CORP | -0.3% | EXIT | 清倉 |
| 31 | EBAY | Ebay Inc | -0.3% | EXIT | 清倉 |
| 32 | ET | Energy Transfer LP | -0.3% | -82.93% | 減碼 |
| 33 | MCK | Mckesson CORP | -0.3% | -77.23% | 減碼 |
| 34 | HD | Home Depot Inc | -0.3% | -43.01% | 減碼 |
| 35 | PSQUSD | Proshares Short Qqq | -0.3% | EXIT | 清倉 |
| 36 | ATO | Atmos Energy CORP | -0.3% | EXIT | 清倉 |
| 37 | ✓ | Proshares Tr | -0.4% | -97.11% | 減碼 |
| 38 | SQQQ | ProShares UltraPro Short QQQ | -0.4% | EXIT | 清倉 |
| 39 | CMCSA | Comcast Corp-class A | -0.4% | -91.70% | 減碼 |
| 40 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清倉 |
| 41 | SOXS | Direx Dai Semi Be 3x Etf-usd | -0.5% | -95.40% | 減碼 |
| 42 | SPXS1EUR | Direxion Dly S&p 500 Bear 3x | -0.5% | -96.62% | 減碼 |
| 43 | IWM | Ishares Russell 2000 ETF | -0.5% | +1.69% | 加碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.6% | -85.10% | 減碼 |
| 45 | ✓ | Spdr S&P 500 Etf Tr Put Option | -0.6% | -87.26% | 減碼 |
| 46 | ALGN | Align Technology Inc | -0.7% | EXIT | 清倉 |
| 47 | GOOG | Alphabet Inc-cl C | -0.7% | -95.01% | 減碼 |
| 48 | AAPL | Apple Inc | -1% | -54.18% | 減碼 |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -1.1% | -91.50% | 減碼 |
| 50 | LIN | Linde plc | -2.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Hrt Financial LP 在 Q1 2024 季度的美股持倉總市值約為 US$547.6億，共申報了 2224 個公開持股部位。
在 Q1 2024 季度，Hrt Financial LP 按市值排列的前三大核心持股分別為：SPY (38.3%)、QQQ (9.8%)、IWM (4.7%)。其中最大持股部位 SPY 佔據整體投資組合約 38.3% 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
GM
市值: US$1.5億
本季最大獲利了結 / 清倉標的
LIN
前期市值: US$3.0億
在 Q1 2024 季度中，Hrt Financial LP 共進行了 50 項持倉異動，包含新建倉 13 個部位、加碼 17 個部位、減碼 12 個部位以及清倉 8 個部位。 其中最大新建倉標的為 GM。 本季清倉部位包含 LIN。
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。