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
2156 檔
12.9%
在 Q2 2024 申報期間，Hrt Financial LP（CIK: 0001475597）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$547.6億，共持有 2156 個公開申報部位。
Q2 2024 數據顯示 Hrt Financial LP 積極進場，新開立 12 個部位並同步加碼 20 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，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 12.9%，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 2156 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 | 22.96% | -1.05% | -36.90% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.63% | +1.17% | +10.34% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.12% | -0.03% | -24.10% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.75% | -0.75% | EXIT | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | +0.18% | — | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.17% | -0.23% | EXIT | |
| 7 | SMCIUSD | Super Micro Computer Inc | 股票-其他 | 1.07% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.06% | +0.85% | +2783.22% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | +0.20% | NEW | |
| 10 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.80% | -0.02% | EXIT | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 0.73% | +0.08% | +399.35% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.66% | +0.20% | NEW | |
| 13 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.54% | — | +8571.90% | |
| 14 | FLUT | Flutter Entertainment plc | 股票-循環性消費 | 0.53% | +0.01% | +21315.57% | |
| 15 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.52% | — | +31774.74% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | -0.06% | EXIT | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | -0.20% | +1296.89% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | -0.06% | -2.70% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.48% | +0.01% | — | |
| 20 | CEG | Constellation Energy | 股票-公用事業 | 0.47% | — | +1862.41% | |
| 21 | CVNA | Carvana Co | 股票-循環性消費 | 0.46% | +0.05% | NEW | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | +222.97% | |
| 23 | NVDA | NVIDIA Corporation | 股票-科技 | 0.44% | -0.26% | — | |
| 24 | MMM | 3m Co | 股票-工業 | 0.43% | +0.03% | NEW | |
| 25 | COP | Conocophillips | 股票-能源 | 0.41% | -0.10% | +69.76% | |
| 26 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.41% | -0.07% | EXIT | |
| 27 | CTAS | Cintas CORP | 股票-工業 | 0.40% | — | +473.45% | |
| 28 | VST | Vistra CORP | 股票-公用事業 | 0.40% | +0.02% | NEW | |
| 29 | TT | Trane Technologies plc | 股票-工業 | 0.40% | +0.01% | +1729.81% | |
| 30 | APO | Apollo Global Management Inc | 股票-金融 | 0.39% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | +0.22% | +221.17% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.37% | -0.12% | -67.42% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | -0.12% | +829.01% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.37% | -0.26% | EXIT | |
| 35 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.37% | — | — | |
| 36 | COR | Cencora Inc | 股票-醫療保健 | 0.36% | +0.04% | NEW | |
| 37 | V32S | Direxion Daily Semi Bear 3x | ETF-其他 | 0.35% | — | — | |
| 38 | WIREEUR | Encore Wire CORP | 股票-其他 | 0.34% | — | +588.81% | |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.32% | +0.01% | — | |
| 40 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.32% | +0.06% | +1985.83% | |
| 41 | MSTR | Strategy Inc | 股票-科技 | 0.32% | +0.22% | NEW | |
| 42 | CME | Cme Group Inc | 股票-金融 | 0.32% | +0.11% | — | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.31% | — | +321.95% | |
| 44 | DVA | Davita Inc | 股票-醫療保健 | 0.30% | -0.08% | — | |
| 45 | TDG | Transdigm Group Inc | 股票-工業 | 0.30% | — | — | |
| 46 | CSL | Carlisle Cos Inc | 股票-工業 | 0.29% | — | — | |
| 47 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.29% | — | — | |
| 48 | PH | Parker Hannifin CORP | 股票-工業 | 0.29% | -0.01% | +1790.02% | |
| 49 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.28% | — | +339.12% | |
| 50 | CPRT | Copart Inc | 股票-工業 | 0.27% | -0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.2% | +202.81% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +1.2% | NEW | 新建倉 |
| 3 | SMCIUSD | Super Micro Computer Inc | +1.1% | NEW | 新建倉 |
| 4 | GOOG | Alphabet Inc-cl C | +1% | +2783.22% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +1% | +702.92% | 加碼 |
| 6 | V | Visa Inc-class A Shares | +0.9% | +2481.66% | 加碼 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +10.34% | 加碼 |
| 8 | SPOT | Spotify Technology S.A. | +0.8% | +4778.92% | 加碼 |
| 9 | WFC | Wells Fargo & Co | +0.6% | +399.35% | 加碼 |
| 10 | ANETEUR | Arista Networks Inc | +0.5% | +8571.90% | 加碼 |
| 11 | FLUT | Flutter Entertainment plc | +0.5% | +21315.57% | 加碼 |
| 12 | UNH | Unitedhealth Group Inc | +0.5% | +349.40% | 加碼 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.5% | NEW | 新建倉 |
| 14 | CSCO | Cisco Systems Inc | +0.5% | +1296.89% | 加碼 |
| 15 | CVNA | Carvana Co | +0.5% | NEW | 新建倉 |
| 16 | CEG | Constellation Energy | +0.5% | +1862.41% | 加碼 |
| 17 | CMG | Chipotle Mexican Grill Inc | +0.4% | +31774.74% | 加碼 |
| 18 | NVDA | NVIDIA Corporation | +0.4% | NEW | 新建倉 |
| 19 | VST | Vistra CORP | +0.4% | NEW | 新建倉 |
| 20 | APO | Apollo Global Management Inc | +0.4% | NEW | 新建倉 |
| 21 | TT | Trane Technologies plc | +0.4% | +1729.81% | 加碼 |
| 22 | ICLR | ICON Public Limited Company | +0.4% | NEW | 新建倉 |
| 23 | OXY | Occidental Petroleum CORP | +0.4% | +825.93% | 加碼 |
| 24 | COR | Cencora Inc | +0.4% | +6589.87% | 加碼 |
| 25 | V32S | Direxion Daily Semi Bear 3x | +0.4% | NEW | 新建倉 |
| 26 | KO | Coca-cola Co/the | +0.3% | +829.01% | 加碼 |
| 27 | CTAS | Cintas CORP | +0.3% | +473.45% | 加碼 |
| 28 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | NEW | 新建倉 |
| 29 | MSTR | Strategy Inc | +0.3% | NEW | 新建倉 |
| 30 | CME | Cme Group Inc | +0.3% | NEW | 新建倉 |
| 31 | JPM | Jpmorgan Chase & Co | +0.3% | +222.97% | 加碼 |
| 32 | BNY | Bank Of New York Mellon CORP | +0.3% | +1985.83% | 加碼 |
| 33 | NVDA | Nvidia CORP | -0.3% | EXIT | 清倉 |
| 34 | CART | Maplebear Inc | -0.4% | -98.35% | 減碼 |
| 35 | ALL | Allstate CORP | -0.4% | EXIT | 清倉 |
| 36 | AXP | American Express Co | -0.4% | -86.72% | 減碼 |
| 37 | BX | Blackstone Inc | -0.5% | -98.62% | 減碼 |
| 38 | CRWD | Crowdstrike Holdings Inc - A | -0.5% | EXIT | 清倉 |
| 39 | JNJ | Johnson & Johnson | -0.5% | -89.81% | 減碼 |
| 40 | ITW | Illinois Tool Works | -0.6% | -92.12% | 減碼 |
| 41 | RTX | Rtx CORP | -0.6% | -73.58% | 減碼 |
| 42 | ADP | Automatic Data Processing | -0.7% | -90.59% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.8% | EXIT | 清倉 |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.9% | -67.42% | 減碼 |
| 45 | GM | General Motors Co | -0.9% | -99.65% | 減碼 |
| 46 | CRH | CRH plc | -1% | EXIT | 清倉 |
| 47 | WDAY | Workday Inc-class A | -1.1% | EXIT | 清倉 |
| 48 | MRK | Merck & Co. Inc. | -1.3% | EXIT | 清倉 |
| 49 | IWM | Ishares Russell 2000 ETF | -1.5% | -24.10% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -15.4% | -36.90% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hrt Financial LP 在 Q2 2024 季度的美股持倉總市值約為 US$547.6億，共申報了 2156 個公開持股部位。
在 Q2 2024 季度，Hrt Financial LP 按市值排列的前三大核心持股分別為：SPY (23.0%)、QQQ (10.6%)、IWM (3.1%)。其中最大持股部位 SPY 佔據整體投資組合約 23.0% 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
XOM
市值: US$2.2億
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$2.1億
在 Q2 2024 季度中，Hrt Financial LP 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 20 個部位、減碼 11 個部位以及清倉 7 個部位。 其中最大新建倉標的為 XOM。 本季清倉部位包含 MRK。
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。