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
2347 檔
15.2%
根據最新整理的 13F 季度數據集，Hrt Financial LP 於 Q3 2024 結束時的管理資產規模為 US$547.6億。該機構在本季度申報了 2347 檔美股持倉，呈現出該時期的主要投資地圖。
Hrt Financial LP 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 49 個全新部位及加碼 48 檔持股的同時，亦同步清倉 54 檔並減碼 49 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 SPY, QQQ, IWM）占據了總市值的 15.2%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2347 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 | 24.09% | -1.05% | +12.40% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.17% | +1.17% | -14.76% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.78% | -0.03% | +25.92% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.21% | EXIT | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.62% | +0.04% | NEW | |
| 6 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 1.90% | — | +1677.07% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.26% | +0.85% | +46.60% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | +0.08% | +405.54% | |
| 9 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股與成長 | 1.04% | — | +872.80% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.92% | -0.04% | +11580.14% | |
| 11 | ✓ | Invesco Qqq Trust | 股票-其他 | 0.82% | — | — | |
| 12 | PCG | P G & E CORP | 股票-公用事業 | 0.76% | -0.05% | +7433.12% | |
| 13 | ✓ | Ishares Tr | 股票-其他 | 0.72% | -0.15% | +3125.84% | |
| 14 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.67% | — | +478.74% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | -0.26% | EXIT | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.61% | -0.29% | +549.93% | |
| 17 | CB | Chubb Limited | 股票-金融 | 0.52% | — | — | |
| 18 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.51% | -0.09% | EXIT | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | -0.06% | +1.29% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.45% | +0.35% | +200.23% | |
| 21 | ✓ | Ishares Tr | 股票-其他 | 0.44% | -0.45% | — | |
| 22 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.43% | -0.02% | EXIT | |
| 23 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.42% | -0.03% | — | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | -2.15% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 0.40% | +0.52% | +262.10% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.39% | +0.05% | NEW | |
| 27 | EBAY | Ebay Inc | 股票-循環性消費 | 0.37% | +0.02% | +1666.83% | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 0.35% | — | +185.93% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.35% | — | — | |
| 30 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | ETF-大型股與成長 | 0.33% | -0.10% | EXIT | |
| 31 | LNG | Cheniere Energy Inc | 股票-能源 | 0.33% | -0.29% | +43.51% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.32% | +0.08% | -48.35% | |
| 33 | AAPL | Apple Inc. | 股票-科技 | 0.31% | -0.51% | +3718.31% | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.31% | -0.08% | EXIT | |
| 35 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.30% | — | — | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.30% | -0.18% | +61.23% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.30% | +0.03% | NEW | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.28% | — | — | |
| 39 | ET | Energy Transfer LP | 股票-能源 | 0.27% | -0.07% | +172.71% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | +0.18% | -75.07% | |
| 41 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.27% | -0.07% | EXIT | |
| 42 | FTNT | Fortinet Inc | 股票-科技 | 0.27% | +0.22% | — | |
| 43 | SNOW | Snowflake Inc | 股票-科技 | 0.27% | -0.17% | EXIT | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.26% | -0.10% | EXIT | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.25% | -0.12% | -26.98% | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.24% | — | — | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.24% | +0.08% | NEW | |
| 48 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.24% | +0.04% | NEW | |
| 49 | IP | International Paper Co | 股票-循環性消費 | 0.23% | -0.01% | EXIT | |
| 50 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 0.22% | — | +6.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.7% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +2.6% | NEW | 新建倉 |
| 3 | SPY | State Street SPDR S&P 500 ETF Trust | +1.8% | +1677.07% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | +12.40% | 加碼 |
| 5 | ✓ | Spdr S&P 500 Etf Tr Put Option | +0.9% | +872.80% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.9% | +11580.14% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.9% | +405.54% | 加碼 |
| 8 | ✓ | Invesco Qqq Trust | +0.8% | NEW | 新建倉 |
| 9 | PCG | P G & E CORP | +0.8% | +7433.12% | 加碼 |
| 10 | ✓ | Ishares Tr | +0.7% | +3125.84% | 加碼 |
| 11 | IWM | Ishares Russell 2000 ETF | +0.7% | +25.92% | 加碼 |
| 12 | TMUS | T-mobile US Inc | +0.6% | +478.74% | 加碼 |
| 13 | CB | Chubb Limited | +0.5% | NEW | 新建倉 |
| 14 | VZ | Verizon Communications Inc | +0.5% | +549.93% | 加碼 |
| 15 | GILD | Gilead Sciences Inc | +0.5% | NEW | 新建倉 |
| 16 | ✓ | Ishares Tr | +0.4% | NEW | 新建倉 |
| 17 | COIN | Coinbase Global Inc -class A | +0.4% | NEW | 新建倉 |
| 18 | MDT | Medtronic plc | +0.4% | +940.88% | 加碼 |
| 19 | EBAY | Ebay Inc | +0.4% | +1666.83% | 加碼 |
| 20 | PG | Procter & Gamble Co/the | +0.4% | NEW | 新建倉 |
| 21 | DHR | Danaher CORP | +0.3% | NEW | 新建倉 |
| 22 | AAPL | Apple Inc. | +0.3% | +3718.31% | 加碼 |
| 23 | FERG | Ferguson Enterprises Inc | +0.3% | NEW | 新建倉 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.3% | +124.12% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.3% | +200.23% | 加碼 |
| 26 | SBUX | Starbucks CORP | +0.3% | NEW | 新建倉 |
| 27 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | +0.3% | +444.52% | 加碼 |
| 28 | FTNT | Fortinet Inc | +0.3% | NEW | 新建倉 |
| 29 | SNOW | Snowflake Inc | +0.3% | NEW | 新建倉 |
| 30 | MU | Micron Technology Inc | +0.2% | +262.10% | 加碼 |
| 31 | AMAT | Applied Materials Inc | +0.2% | NEW | 新建倉 |
| 32 | NFLX | Netflix Inc | +0.2% | +185.93% | 加碼 |
| 33 | GOOG | Alphabet Inc-cl C | +0.2% | +46.60% | 加碼 |
| 34 | PM | Philip Morris International | +0.2% | +255.83% | 加碼 |
| 35 | TOL | Toll Brothers Inc | +0.2% | +2778.86% | 加碼 |
| 36 | CLF | Cleveland-cliffs Inc | +0.2% | NEW | 新建倉 |
| 37 | LYB | LyondellBasell Industries N.V. | +0.2% | +4142.51% | 加碼 |
| 38 | CMCSA | Comcast Corp-class A | +0.2% | +240.50% | 加碼 |
| 39 | PHM | Pultegroup Inc | +0.2% | +510.08% | 加碼 |
| 40 | MPWR | Monolithic Power Systems Inc | +0.2% | NEW | 新建倉 |
| 41 | ET | Energy Transfer LP | +0.2% | +172.71% | 加碼 |
| 42 | SPG | Simon Property Group Inc | +0.2% | NEW | 新建倉 |
| 43 | HCA | Hca Healthcare Inc | +0.1% | +119.18% | 加碼 |
| 44 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建倉 |
| 45 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建倉 |
| 46 | FN | Fabrinet | +0.1% | +5113.59% | 加碼 |
| 47 | HES | Hess CORP | +0.1% | NEW | 新建倉 |
| 48 | ROP | Roper Technologies Inc | +0.1% | +1789.90% | 加碼 |
| 49 | BG | Bunge Global SA | +0.1% | NEW | 新建倉 |
| 50 | PFF | Ishares Preferred & Income S | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Hrt Financial LP 在 Q3 2024 季度的美股持倉總市值約為 US$547.6億，共申報了 2347 個公開持股部位。
在 Q3 2024 季度，Hrt Financial LP 按市值排列的前三大核心持股分別為：SPY (24.1%)、QQQ (8.2%)、IWM (3.8%)。其中最大持股部位 SPY 佔據整體投資組合約 24.1% 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
MSFT
市值: US$5.4億
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$3.1億
在 Q3 2024 季度中，Hrt Financial LP 共進行了 200 項持倉異動，包含新建倉 49 個部位、加碼 48 個部位、減碼 49 個部位以及清倉 54 個部位。 其中最大新建倉標的為 MSFT。 本季清倉部位包含 AAPL。
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。