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: 0001621802
申報總市值
US$17.1億
US$17.1億
129 檔
17.5%
Infrastructure Capital Advisors, LLC 在 Q3 2024 季度的美股部位總計估值為 US$17.1億，分散於 129 個持倉標的之中，反映其市場參與廣度與投資規模。
Infrastructure Capital Advisors, LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 48 檔股票的新建倉與 35 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，Infrastructure Capital Advisors, LLC 的前 5 大核心持股（包含 PAA, MPLX, SUN 等）合計佔整體申報市值的 17.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 8.83% | -0.91% | -4.96% | |
| 2 | MPLX | Mplx LP | 股票-能源 | 8.74% | -1.16% | -12.76% | |
| 3 | SUN | Sunoco LP | 股票-其他 | 7.88% | -0.47% | +3.06% | |
| 4 | EPD | Enterprise Products Partners | 股票-能源 | 7.53% | -0.87% | -10.55% | |
| 5 | ET | Energy Transfer LP | 股票-能源 | 7.48% | -1.04% | -19.55% | |
| 6 | WES | Western Midstream Partners L | 股票-能源 | 7.29% | -0.42% | -10.11% | |
| 7 | RLJ 1.95 PERP A債券 | Rlj Lodging Trust | 債券 | 4.50% | -0.30% | +15.35% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.18% | -1.32% | -59.00% | |
| 9 | HESM | Hess Midstream LP - Class A | 股票-其他 | 2.93% | -0.48% | +24.59% | |
| 10 | CQP | Cheniere Energy Partners LP | 股票-其他 | 2.81% | -0.20% | -9.29% | |
| 11 | FLG 6 11-01-51債券 | Flagstar Bank NA | 債券 | 2.68% | -2.29% | +2293.04% | |
| 12 | 0E41 | Enlink Midstream LLC | 股票-其他 | 2.65% | — | -42.10% | |
| 13 | UGI | Ugi CORP | 股票-公用事業 | 2.31% | — | -3.36% | |
| 14 | EPR 9 PERP E債券 | Epr Properties | 債券 | 2.13% | — | +10.28% | |
| 15 | GTLS 6.75 12-15-25 B債券 | Chart Industries Inc | 債券 | 1.88% | — | — | |
| 16 | DKL | Delek Logistics Partners LP | 股票-其他 | 1.49% | -0.12% | +18.56% | |
| 17 | WMB | Williams Cos Inc | 股票-能源 | 1.41% | -0.64% | +542.79% | |
| 18 | GEL | Genesis Energy L.p. | 股票-其他 | 1.41% | -0.25% | +0.98% | |
| 19 | LNG | Cheniere Energy Inc | 股票-能源 | 1.23% | -0.46% | +19.76% | |
| 20 | TRGP | Targa Resources CORP | 股票-能源 | 1.01% | -1.04% | +213.84% | |
| 21 | PFFA | Virtus Infracap US Pref Stck | ETF-其他 | 0.98% | -0.06% | -32.95% | |
| 22 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.97% | -0.49% | +36.73% | |
| 23 | VLO | Valero Energy CORP | 股票-能源 | 0.91% | -0.02% | +57.21% | |
| 24 | GLP | Global Partners LP | 股票-其他 | 0.89% | -0.01% | +57.68% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.86% | — | +275.00% | |
| 26 | AQN | Algonquin Power & Utilities | 股票-其他 | 0.82% | — | -51.57% | |
| 27 | TRP | Tc Energy CORP | 股票-能源 | 0.75% | -0.14% | +105.60% | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.75% | -0.24% | -12.63% | |
| 29 | BHR 5.5 PERP b債券 | Braemar Hotels & Resorts | 債券 | 0.68% | -0.07% | -9.77% | |
| 30 | OKE | Oneok Inc | 股票-能源 | 0.65% | -0.20% | -40.16% | |
| 31 | ENB | Enbridge Inc | 股票-能源 | 0.64% | — | +34.07% | |
| 32 | USAC | USA Compression Partners LP | 股票-其他 | 0.61% | -0.06% | +14.90% | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.45% | -0.08% | -14.69% | |
| 34 | AES | Aes CORP | 股票-公用事業 | 0.43% | — | +200.81% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.40% | — | +6.11% | |
| 36 | PSX | Phillips 66 | 股票-能源 | 0.40% | -0.05% | +80.90% | |
| 37 | KRC | Kilroy Realty CORP | 股票-房地產 | 0.39% | -0.06% | +45.10% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.34% | +0.45% | +2784.21% | |
| 39 | EQIX | Equinix Inc | 股票-房地產 | 0.32% | — | -1.17% | |
| 40 | EPR 5.75 PERP C債券 | Epr Properties | 債券 | 0.30% | — | +21.68% | |
| 41 | BXP | Bxp Inc | 股票-房地產 | 0.29% | -0.07% | -30.40% | |
| 42 | CFG | Citizens Financial Group | 股票-金融 | 0.28% | — | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.28% | +1.14% | NEW | |
| 44 | NEE 6.926 09-01-25債券 | Nextera Energy Inc | 債券 | 0.28% | — | -90.02% | |
| 45 | DTM | Dt Midstream Inc | 股票-能源 | 0.27% | — | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.26% | — | — | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | +0.36% | NEW | |
| 48 | MTB | M & T Bank CORP | 股票-金融 | 0.25% | — | — | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.25% | +0.15% | NEW | |
| 50 | LXP 6.5 PERP C債券 | Lxp Industrial Trust | 債券 | 0.23% | -0.02% | +15.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FLG 6 11-01-51債券 | Flagstar Bank NA | +2.6% | +2293.04% | 加碼 |
| 2 | GTLS 6.75 12-15-25 B債券 | Chart Industries Inc | +1.9% | NEW | 新建倉 |
| 3 | WMB | Williams Cos Inc | +1.2% | +542.79% | 加碼 |
| 4 | RLJ 1.95 PERP A債券 | Rlj Lodging Trust | +0.9% | +15.35% | 加碼 |
| 5 | TRGP | Targa Resources CORP | +0.7% | +213.84% | 加碼 |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | +0.7% | +275.00% | 加碼 |
| 7 | HESM | Hess Midstream LP - Class A | +0.6% | +24.59% | 加碼 |
| 8 | TRP | Tc Energy CORP | +0.5% | +105.60% | 加碼 |
| 9 | EPR 9 PERP E債券 | Epr Properties | +0.5% | +10.28% | 加碼 |
| 10 | DKL | Delek Logistics Partners LP | +0.4% | +18.56% | 加碼 |
| 11 | GLP | Global Partners LP | +0.4% | +57.68% | 加碼 |
| 12 | KMI | Kinder Morgan, Inc. | +0.4% | +36.73% | 加碼 |
| 13 | AES | Aes CORP | +0.3% | +200.81% | 加碼 |
| 14 | CFG | Citizens Financial Group | +0.3% | NEW | 新建倉 |
| 15 | LNG | Cheniere Energy Inc | +0.3% | +19.76% | 加碼 |
| 16 | DTM | Dt Midstream Inc | +0.3% | NEW | 新建倉 |
| 17 | VLO | Valero Energy CORP | +0.3% | +57.21% | 加碼 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | NEW | 新建倉 |
| 19 | MTB | M & T Bank CORP | +0.3% | NEW | 新建倉 |
| 20 | ORCL | Oracle CORP | +0.3% | NEW | 新建倉 |
| 21 | ENB | Enbridge Inc | +0.2% | +34.07% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.2% | +2784.21% | 加碼 |
| 23 | UGI | Ugi CORP | +0.2% | -3.36% | 減碼 |
| 24 | SAFE | Safehold Inc | +0.2% | NEW | 新建倉 |
| 25 | KRC | Kilroy Realty CORP | +0.2% | +45.10% | 加碼 |
| 26 | SUN | Sunoco LP | +0.2% | +3.06% | 加碼 |
| 27 | PSX | Phillips 66 | +0.2% | +80.90% | 加碼 |
| 28 | TFC | Truist Financial CORP | +0.2% | NEW | 新建倉 |
| 29 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.2% | +170.27% | 加碼 |
| 30 | MSFT | Microsoft CORP | +0.1% | NEW | 新建倉 |
| 31 | IWM | Ishares Russell 2000 ETF | +0.1% | +53.75% | 加碼 |
| 32 | ARE | Alexandria Real Estate Equit | +0.1% | +173.18% | 加碼 |
| 33 | EPR 5.75 PERP C債券 | Epr Properties | +0.1% | +21.68% | 加碼 |
| 34 | USAC | USA Compression Partners LP | +0.1% | +14.90% | 加碼 |
| 35 | MRK | Merck & Co. Inc. | +0.1% | NEW | 新建倉 |
| 36 | ADBE | Adobe Inc | +0.1% | NEW | 新建倉 |
| 37 | HPE | Hewlett Packard Enterprise | +0.1% | +183.02% | 加碼 |
| 38 | XOM | Exxon Mobil CORP | +0.1% | NEW | 新建倉 |
| 39 | LXP 6.5 PERP C債券 | Lxp Industrial Trust | +0.1% | +15.17% | 加碼 |
| 40 | BAC | Bank Of America CORP | +0.1% | +23.56% | 加碼 |
| 41 | HHH | Howard Hughes Holdings Inc | +0.1% | NEW | 新建倉 |
| 42 | REXR | Rexford Industrial Realty In | +0.1% | +18.88% | 加碼 |
| 43 | EQIX | Equinix Inc | +0.1% | -1.17% | 減碼 |
| 44 | SPG | Simon Property Group Inc | 0% | +36.18% | 加碼 |
| 45 | META | Meta Platforms Inc-class A | 0% | NEW | 新建倉 |
| 46 | HRI | Herc Holdings Inc | 0% | NEW | 新建倉 |
| 47 | FRT | Federal Realty Invs Trust | 0% | +5.92% | 加碼 |
| 48 | C | Citigroup Inc | 0% | +6.11% | 加碼 |
| 49 | BHR 5.5 PERP b債券 | Braemar Hotels & Resorts | 0% | -9.77% | 減碼 |
| 50 | EWBC | East West Bancorp Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Infrastructure Capital Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$17.1億，共申報了 129 個公開持股部位。
在 Q3 2024 季度，Infrastructure Capital Advisors, LLC 按市值排列的前三大核心持股分別為：PAA (8.8%)、MPLX (8.7%)、SUN (7.9%)。其中最大持股部位 PAA 佔據整體投資組合約 8.8% 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
GTLS 6.75 12-15-25 B
市值: US$1396.0萬
本季最大獲利了結 / 清倉標的
KIM 7.25 PERP N
前期市值: US$633.3萬
在 Q3 2024 季度中，Infrastructure Capital Advisors, LLC 共進行了 142 項持倉異動，包含新建倉 48 個部位、加碼 35 個部位、減碼 46 個部位以及清倉 13 個部位。 其中最大新建倉標的為 GTLS 6.75 12-15-25 B。 本季清倉部位包含 KIM 7.25 PERP N。
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。