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
2367 檔
13.7%
在 Q4 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 2367 檔。
在 Q4 2024 期間，Hrt Financial LP 展現了靈活的資產再平衡步調，透過出清 50 檔弱勢或達到目標價部位，將資金轉置於 51 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SPY, QQQ, IWM）累計市值佔比達 13.7%，是驅動 Hrt Financial LP 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 2367 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 | 21.04% | -1.05% | -17.74% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.87% | +1.17% | -0.31% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.36% | -0.03% | +10.75% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.26% | -0.06% | EXIT | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.24% | +0.08% | +99.09% | |
| 6 | APP | Applovin Corp-class A | 股票-科技 | 1.47% | — | — | |
| 7 | CVX | Chevron CORP | 股票-能源 | 1.18% | -0.15% | — | |
| 8 | ✓ | Ishares Tr | 股票-其他 | 1.10% | -0.45% | +141.55% | |
| 9 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股與成長 | 0.98% | — | -10.96% | |
| 10 | GEV | GE Vernova Inc | 股票-工業 | 0.89% | -0.12% | EXIT | |
| 11 | MRVL | Marvell Technology Inc | 股票-科技 | 0.84% | -0.67% | EXIT | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | — | +68.06% | |
| 13 | NVDA | NVIDIA Corporation | 股票-科技 | 0.81% | -0.26% | +228.40% | |
| 14 | TSLA | Tesla, Inc. | 股票-循環性消費 | 0.76% | -0.04% | EXIT | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | +0.85% | -51.30% | |
| 16 | MSFT | Microsoft Corporation | 股票-科技 | 0.71% | -0.37% | EXIT | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.04% | NEW | |
| 18 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 0.69% | — | -65.94% | |
| 19 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 0.64% | — | +169.25% | |
| 20 | CTAS | Cintas CORP | 股票-工業 | 0.64% | — | +666.48% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | -0.12% | — | |
| 22 | MCHX | Marchex, Inc. | 股票-其他 | 0.60% | -0.15% | — | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.59% | -0.12% | +129.21% | |
| 24 | AMZN | Amazon.com, Inc. | 股票-循環性消費 | 0.55% | +0.13% | +5320.22% | |
| 25 | GLD | SPDR Gold Shares | ETF-避險與商品 | 0.53% | — | — | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.51% | +0.08% | +24.96% | |
| 27 | AAPL | Apple Inc. | 股票-科技 | 0.50% | -0.51% | +41.35% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | -0.06% | -0.66% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.47% | -0.23% | +10299.70% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | -0.20% | — | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.43% | +0.34% | NEW | |
| 32 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.39% | — | NEW | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.37% | — | +592.69% | |
| 34 | ✓ | Ishares Tr | 股票-其他 | 0.37% | +0.55% | — | |
| 35 | ✓ | Invesco Qqq Trust | 股票-其他 | 0.37% | — | -58.76% | |
| 36 | T | At&t Inc | 股票-通訊服務 | 0.36% | +0.19% | — | |
| 37 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.35% | +0.08% | NEW | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.35% | — | -22.84% | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.35% | +0.38% | — | |
| 40 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.35% | +0.04% | +460.97% | |
| 41 | AVGO | Broadcom Inc. | 股票-科技 | 0.34% | +0.29% | — | |
| 42 | TWLO | Twilio Inc - A | 股票-科技 | 0.34% | — | +377.82% | |
| 43 | FLUT | Flutter Entertainment plc | 股票-循環性消費 | 0.32% | +0.01% | — | |
| 44 | CRH | CRH plc | 股票-原物料 | 0.30% | — | +193.14% | |
| 45 | GLD | SPDR Gold Shares | ETF-避險與商品 | 0.30% | — | — | |
| 46 | COP | Conocophillips | 股票-能源 | 0.30% | -0.10% | — | |
| 47 | AVGO | Broadcom Inc. | 股票-科技 | 0.29% | -0.26% | EXIT | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.28% | +0.14% | — | |
| 49 | IP | International Paper Co | 股票-循環性消費 | 0.27% | -0.01% | EXIT | |
| 50 | ADSK | Autodesk Inc | 股票-科技 | 0.27% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.3% | NEW | 新建倉 |
| 2 | APP | Applovin Corp-class A | +1.5% | NEW | 新建倉 |
| 3 | CVX | Chevron CORP | +1.2% | NEW | 新建倉 |
| 4 | META | Meta Platforms Inc-class A | +1.2% | +99.09% | 加碼 |
| 5 | MRVL | Marvell Technology Inc | +0.8% | NEW | 新建倉 |
| 6 | GEV | GE Vernova Inc | +0.8% | +847.03% | 加碼 |
| 7 | TSLA | Tesla, Inc. | +0.8% | +4154.65% | 加碼 |
| 8 | MSFT | Microsoft Corporation | +0.7% | +10454.84% | 加碼 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | -0.31% | 減碼 |
| 10 | ✓ | Ishares Tr | +0.7% | +141.55% | 加碼 |
| 11 | KO | Coca-cola Co/the | +0.6% | NEW | 新建倉 |
| 12 | MCHX | Marchex, Inc. | +0.6% | NEW | 新建倉 |
| 13 | NVDA | NVIDIA Corporation | +0.6% | +228.40% | 加碼 |
| 14 | IWM | Ishares Russell 2000 ETF | +0.6% | +10.75% | 加碼 |
| 15 | CTAS | Cintas CORP | +0.6% | +666.48% | 加碼 |
| 16 | AMZN | Amazon.com, Inc. | +0.5% | +5320.22% | 加碼 |
| 17 | GLD | SPDR Gold Shares | +0.5% | NEW | 新建倉 |
| 18 | BMY | Bristol-myers Squibb Co | +0.5% | +10299.70% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.5% | NEW | 新建倉 |
| 20 | TSLA | Tesla Inc | +0.4% | NEW | 新建倉 |
| 21 | ✓ | Invesco QQQ Tr Put Option 06/2 | +0.4% | +169.25% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.4% | +68.06% | 加碼 |
| 23 | ✓ | Ishares Tr | +0.4% | NEW | 新建倉 |
| 24 | T | At&t Inc | +0.4% | NEW | 新建倉 |
| 25 | WSM | Williams-sonoma Inc | +0.4% | +866.46% | 加碼 |
| 26 | ABNB | Airbnb Inc-class A | +0.4% | NEW | 新建倉 |
| 27 | CRM | Salesforce Inc | +0.4% | NEW | 新建倉 |
| 28 | AVGO | Broadcom Inc. | +0.3% | NEW | 新建倉 |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +129.21% | 加碼 |
| 30 | MA | Mastercard Inc - A | +0.3% | +592.69% | 加碼 |
| 31 | FLUT | Flutter Entertainment plc | +0.3% | NEW | 新建倉 |
| 32 | GLD | SPDR Gold Shares | +0.3% | NEW | 新建倉 |
| 33 | COP | Conocophillips | +0.3% | NEW | 新建倉 |
| 34 | TWLO | Twilio Inc - A | +0.3% | +377.82% | 加碼 |
| 35 | CAH | Cardinal Health Inc | +0.3% | +460.97% | 加碼 |
| 36 | AVGO | Broadcom Inc. | +0.3% | NEW | 新建倉 |
| 37 | BAC | Bank Of America CORP | +0.3% | NEW | 新建倉 |
| 38 | ADSK | Autodesk Inc | +0.3% | NEW | 新建倉 |
| 39 | ILMN | Illumina Inc | +0.3% | +7683.67% | 加碼 |
| 40 | FANG | Diamondback Energy Inc | +0.3% | NEW | 新建倉 |
| 41 | ✓ | Meta Platforms Inc | +0.3% | NEW | 新建倉 |
| 42 | EMR | Emerson Electric Co | +0.2% | NEW | 新建倉 |
| 43 | NUE | Nucor CORP | +0.2% | NEW | 新建倉 |
| 44 | ✓ | Amazon Com Inc | +0.2% | NEW | 新建倉 |
| 45 | ✓ | Xlk 200619p00095000 | +0.2% | +546.36% | 加碼 |
| 46 | ✓ | Select Sector Spdr Tr | +0.2% | +530.90% | 加碼 |
| 47 | MSFT | Microsoft Corporation | +0.2% | +583.82% | 加碼 |
| 48 | KEYS | Keysight Technologies In | +0.2% | +10462.65% | 加碼 |
| 49 | GOOG | Alphabet Inc. | +0.2% | NEW | 新建倉 |
| 50 | CRH | CRH plc | +0.2% | +193.14% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Hrt Financial LP 在 Q4 2024 季度的美股持倉總市值約為 US$547.6億，共申報了 2367 個公開持股部位。
在 Q4 2024 季度，Hrt Financial LP 按市值排列的前三大核心持股分別為：SPY (21.0%)、QQQ (8.9%)、IWM (4.4%)。其中最大持股部位 SPY 佔據整體投資組合約 21.0% 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
AVGO
市值: US$4.4億
本季最大獲利了結 / 清倉標的
PCG
前期市值: US$1.5億
在 Q4 2024 季度中，Hrt Financial LP 共進行了 200 項持倉異動，包含新建倉 51 個部位、加碼 44 個部位、減碼 55 個部位以及清倉 50 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 PCG。
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。