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: 0001841815
申報總市值
US$55.7億
US$55.7億
509 檔
9.6%
根據最新整理的 13F 季度數據集，HUB Investment Partners, LLC 於 Q3 2024 結束時的管理資產規模為 US$55.7億。該機構在本季度申報了 509 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，HUB Investment Partners, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 40 個新部位，並對 106 個既有持股進行加碼（合計增持 146 檔），相較減碼與清倉部位顯著佔優。
整體而言，HUB Investment Partners, LLC 的前 5 大持股（包含 AAPL, NVDA, VTI）貢獻了組合市值的 9.6%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 509 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 | 7.12% | -0.41% | +0.29% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.80% | +0.64% | +5.05% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.69% | -0.12% | +8.15% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 3.08% | -0.20% | +8.28% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.48% | -0.14% | -3.91% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.30% | +1.61% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.86% | -0.32% | +10.92% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.80% | +0.31% | +0.93% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.57% | -0.03% | +8.94% | |
| 10 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.40% | -0.19% | -1.33% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.36% | -0.25% | +8.89% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.32% | -0.09% | +8.53% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.14% | +2.08% | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.15% | -0.19% | +16.72% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 1.12% | -0.21% | +17.78% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 1.11% | -0.03% | +24.31% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.10% | -0.44% | +2.50% | |
| 18 | AVDE | Avantis International Equity | ETF-其他 | 1.09% | -0.20% | +8.10% | |
| 19 | CGUS | Cap Group Core Equity | ETF-其他 | 1.00% | -0.28% | -12.14% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | -0.35% | +0.87% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.95% | +0.04% | +3.09% | |
| 22 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.94% | -0.12% | -1.74% | |
| 23 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.89% | -0.09% | -1.95% | |
| 24 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 0.89% | -0.18% | +56.88% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | +0.05% | +7.01% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.87% | +0.12% | +25.67% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.86% | -0.08% | -0.35% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | +0.05% | +172.81% | |
| 29 | APO | Apollo Global Management Inc | 股票-金融 | 0.80% | +0.13% | -3.14% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.79% | — | -1.41% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.77% | -0.04% | -1.40% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | -0.16% | +33.90% | |
| 33 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.73% | -0.09% | +4.45% | |
| 34 | OKE | Oneok Inc | 股票-能源 | 0.71% | -0.13% | -1.52% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.71% | -0.10% | +79.94% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +0.06% | +972.03% | |
| 37 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.69% | -0.08% | +12.14% | |
| 38 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.68% | — | +3.35% | |
| 39 | MSCI | Msci Inc | 股票-金融 | 0.67% | -0.06% | -2.29% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.64% | -0.09% | -3.49% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.64% | -0.01% | -7.38% | |
| 42 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股與成長 | 0.64% | -0.07% | +13.67% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.64% | -0.02% | +5.35% | |
| 44 | PSX | Phillips 66 | 股票-能源 | 0.63% | -0.11% | +0.83% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.63% | -0.08% | +5.09% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.62% | -0.10% | -6.45% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | -0.01% | +3.94% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.59% | -0.07% | -2.32% | |
| 49 | IVLU | Ishares Msci International V | ETF-其他 | 0.59% | -0.11% | +7.35% | |
| 50 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.57% | +0.11% | +4.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | +0.29% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.1% | +5.05% | 加碼 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +8.15% | 加碼 |
| 4 | AVLV | Avantis US Large Cap Value | +0.7% | +8.28% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.5% | +172.81% | 加碼 |
| 6 | FBND | Fidelity Total Bond ETF | +0.5% | +10.92% | 加碼 |
| 7 | VCRB | Vanguard Core Bond ETF | +0.4% | +56.88% | 加碼 |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +79.94% | 加碼 |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.4% | +8.94% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.4% | +24.31% | 加碼 |
| 11 | VTV | Vanguard Value ETF | +0.4% | +8.53% | 加碼 |
| 12 | PYLD | Pimco Multisector Bond Actv | +0.3% | +16.72% | 加碼 |
| 13 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +8.89% | 加碼 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.3% | +0.93% | 加碼 |
| 15 | WMT | Walmart Inc | +0.3% | +2.50% | 加碼 |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | +0.3% | +17.78% | 加碼 |
| 17 | ISRG | Intuitive Surgical Inc | +0.3% | -1.33% | 減碼 |
| 18 | AVDE | Avantis International Equity | +0.3% | +8.10% | 加碼 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +25.67% | 加碼 |
| 20 | UNH | Unitedhealth Group Inc | +0.3% | +3.09% | 加碼 |
| 21 | META | Meta Platforms Inc-class A | +0.2% | +33.90% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.2% | +2.08% | 加碼 |
| 23 | MSFT | Microsoft CORP | +0.2% | +1.61% | 加碼 |
| 24 | MCD | Mcdonald's CORP | +0.2% | +5.09% | 加碼 |
| 25 | DHI | Dr Horton Inc | +0.2% | +2.65% | 加碼 |
| 26 | MSCI | Msci Inc | +0.2% | -2.29% | 減碼 |
| 27 | PH | Parker Hannifin CORP | +0.2% | +536.54% | 加碼 |
| 28 | XYLD | Global X S&p 500 Cove Call E | +0.2% | +13.67% | 加碼 |
| 29 | AVGO | Broadcom Inc | +0.2% | +972.03% | 加碼 |
| 30 | QYLD | Global X Nasd 100 Cov Call | +0.2% | +12.14% | 加碼 |
| 31 | ABBV | Abbvie Inc | +0.2% | +4.55% | 加碼 |
| 32 | AMZN | Amazon.com Inc | +0.2% | -3.91% | 減碼 |
| 33 | IVLU | Ishares Msci International V | +0.2% | +7.35% | 加碼 |
| 34 | OWL | Blue Owl Capital Inc | +0.2% | +3.35% | 加碼 |
| 35 | OKE | Oneok Inc | +0.2% | -1.52% | 減碼 |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +4.45% | 加碼 |
| 37 | CRM | Salesforce Inc | +0.2% | -0.35% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | +0.2% | +0.87% | 加碼 |
| 39 | NEE | Nextera Energy Inc | +0.1% | +9.64% | 加碼 |
| 40 | DFAS | Dimensional US Small Cap ETF | +0.1% | +8.96% | 加碼 |
| 41 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +5.35% | 加碼 |
| 42 | MS | Morgan Stanley | +0.1% | -1.41% | 減碼 |
| 43 | IDXX | Idexx Laboratories Inc | +0.1% | -1.74% | 減碼 |
| 44 | LMT | Lockheed Martin CORP | +0.1% | +4.79% | 加碼 |
| 45 | RYLD | Global X Russell 2000 Cov Cl | +0.1% | +21.61% | 加碼 |
| 46 | AVUV | Avantis US Small Cap Value | +0.1% | +9.30% | 加碼 |
| 47 | APO | Apollo Global Management Inc | +0.1% | -3.14% | 減碼 |
| 48 | MA | Mastercard Inc - A | +0.1% | -2.32% | 減碼 |
| 49 | PAYC | Paycom Software Inc | +0.1% | -0.82% | 減碼 |
| 50 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +1.52% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，HUB Investment Partners, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$55.7億，共申報了 509 個公開持股部位。
在 Q3 2024 季度，HUB Investment Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (7.1%)、NVDA (6.8%)、VTI (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.1% 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
TXT
市值: US$204.1萬
本季最大獲利了結 / 清倉標的
XIFR
前期市值: US$70.4萬
在 Q3 2024 季度中，HUB Investment Partners, LLC 共進行了 199 項持倉異動，包含新建倉 40 個部位、加碼 106 個部位、減碼 43 個部位以及清倉 10 個部位。 其中最大新建倉標的為 TXT。 本季清倉部位包含 XIFR。
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。