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
126 檔
54.6%
根據最新整理的 13F 季度數據集，Infrastructure Capital Advisors, LLC 於 Q4 2024 結束時的管理資產規模為 US$17.1億。該機構在本季度申報了 126 檔美股持倉，呈現出該時期的主要投資地圖。
Infrastructure Capital Advisors, LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 31 個全新部位及加碼 55 檔持股的同時，亦同步清倉 34 檔並減碼 37 檔標的。
整體而言，Infrastructure Capital Advisors, LLC 的前 5 大持股（包含 SPY, MPLX, SUN）貢獻了組合市值的 54.6%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | 47.61% | -1.32% | +2726.34% | |
| 2 | MPLX | Mplx LP | 股票-能源 | 4.67% | -1.16% | -4.51% | |
| 3 | SUN | Sunoco LP | 股票-其他 | 4.46% | -0.47% | +13.78% | |
| 4 | ET | Energy Transfer LP | 股票-能源 | 4.44% | -1.04% | -6.31% | |
| 5 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 4.30% | -0.91% | -4.76% | |
| 6 | EPD | Enterprise Products Partners | 股票-能源 | 3.83% | -0.87% | -9.13% | |
| 7 | WES | Western Midstream Partners L | 股票-能源 | 3.80% | -0.42% | — | |
| 8 | RLJ 1.95 PERP A債券 | Rlj Lodging Trust | 債券 | 2.43% | -0.30% | +10.42% | |
| 9 | NEE 6.926 09-01-25債券 | Nextera Energy Inc | 債券 | 1.88% | — | +1374.64% | |
| 10 | FLG 6 11-01-51債券 | Flagstar Bank NA | 債券 | 1.76% | -2.29% | +30.06% | |
| 11 | HESM | Hess Midstream LP - Class A | 股票-其他 | 1.58% | -0.48% | -0.75% | |
| 12 | CQP | Cheniere Energy Partners LP | 股票-其他 | 1.53% | -0.20% | -3.89% | |
| 13 | EPR 9 PERP E債券 | Epr Properties | 債券 | 0.98% | — | -0.62% | |
| 14 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 0.89% | -1.42% | +522.65% | |
| 15 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 0.87% | +2.36% | — | |
| 16 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 0.84% | +1.69% | — | |
| 17 | LNG | Cheniere Energy Inc | 股票-能源 | 0.83% | -0.46% | +8.91% | |
| 18 | 0E41 | Enlink Midstream LLC | 股票-其他 | 0.76% | — | -43.60% | |
| 19 | WMB | Williams Cos Inc | 股票-能源 | 0.60% | -0.64% | -30.51% | |
| 20 | DKL | Delek Logistics Partners LP | 股票-其他 | 0.59% | -0.12% | -20.99% | |
| 21 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | 債券 | 0.54% | +0.13% | — | |
| 22 | PFFA | Virtus Infracap US Pref Stck | ETF-其他 | 0.53% | -0.06% | +8.91% | |
| 23 | GLP | Global Partners LP | 股票-其他 | 0.46% | -0.01% | — | |
| 24 | GEL | Genesis Energy L.p. | 股票-其他 | 0.45% | -0.25% | -19.23% | |
| 25 | VLO | Valero Energy CORP | 股票-能源 | 0.43% | -0.02% | — | |
| 26 | USAC | USA Compression Partners LP | 股票-其他 | 0.41% | -0.06% | +27.97% | |
| 27 | AQN | Algonquin Power & Utilities | 股票-其他 | 0.41% | — | +17.52% | |
| 28 | TRGP | Targa Resources CORP | 股票-能源 | 0.41% | -1.04% | -35.54% | |
| 29 | BHR 5.5 PERP b債券 | Braemar Hotels & Resorts | 債券 | 0.37% | -0.07% | +10.62% | |
| 30 | OKE | Oneok Inc | 股票-能源 | 0.37% | -0.20% | -1.85% | |
| 31 | ENB | Enbridge Inc | 股票-能源 | 0.32% | — | -7.12% | |
| 32 | DTM | Dt Midstream Inc | 股票-能源 | 0.30% | — | +73.29% | |
| 33 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.28% | -0.24% | -14.75% | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.26% | -0.49% | -59.14% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.25% | -0.08% | -7.12% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.24% | +0.45% | +0.55% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.21% | +0.12% | +92.53% | |
| 38 | KRC | Kilroy Realty CORP | 股票-房地產 | 0.20% | -0.06% | -5.26% | |
| 39 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.19% | -0.12% | +64.35% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.19% | +0.05% | — | |
| 41 | EQIX | Equinix Inc | 股票-房地產 | 0.16% | — | -11.34% | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.15% | — | -36.88% | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.14% | — | — | |
| 44 | LXP 6.5 PERP C債券 | Lxp Industrial Trust | 債券 | 0.12% | -0.02% | +10.57% | |
| 45 | TRP | Tc Energy CORP | 股票-能源 | 0.12% | -0.14% | -67.81% | |
| 46 | AMZA | Infracap Mlp ETF | ETF-其他 | 0.12% | -0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | +0.14% | +287.10% | |
| 48 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.12% | — | +35.40% | |
| 49 | AB | Alliancebernstein Holding LP | 股票-其他 | 0.11% | — | +6.95% | |
| 50 | BXP | Bxp Inc | 股票-房地產 | 0.11% | -0.07% | -18.75% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +44.4% | +2726.34% | 加碼 |
| 2 | NEE 6.926 09-01-25債券 | Nextera Energy Inc | +1.6% | +1374.64% | 加碼 |
| 3 | BA 6 10-15-27債券 | Boeing Co/the | +0.9% | NEW | 新建倉 |
| 4 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.8% | NEW | 新建倉 |
| 5 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.7% | +522.65% | 加碼 |
| 6 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | +0.5% | NEW | 新建倉 |
| 7 | MS | Morgan Stanley | +0.2% | NEW | 新建倉 |
| 8 | HON | Honeywell International Inc | +0.1% | NEW | 新建倉 |
| 9 | AMZA | Infracap Mlp ETF | +0.1% | NEW | 新建倉 |
| 10 | PM | Philip Morris International | +0.1% | NEW | 新建倉 |
| 11 | PFF | Ishares Preferred & Income S | +0.1% | NEW | 新建倉 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +287.10% | 加碼 |
| 13 | SCAP | Infrastructure Capital Small | +0.1% | +586.90% | 加碼 |
| 14 | FANG | Diamondback Energy Inc | +0.1% | NEW | 新建倉 |
| 15 | CAT | Caterpillar Inc | +0.1% | NEW | 新建倉 |
| 16 | SO | Southern Co/the | +0.1% | NEW | 新建倉 |
| 17 | RTX | Rtx CORP | 0% | +313.32% | 加碼 |
| 18 | USB | US Bancorp | 0% | NEW | 新建倉 |
| 19 | CRM | Salesforce Inc | 0% | +1701.00% | 加碼 |
| 20 | SOBO | South Bow CORP | 0% | NEW | 新建倉 |
| 21 | DTM | Dt Midstream Inc | 0% | +73.29% | 加碼 |
| 22 | KO | Coca-cola Co/the | 0% | NEW | 新建倉 |
| 23 | TPR | Tapestry Inc | 0% | NEW | 新建倉 |
| 24 | MKSI | Mks Inc | 0% | NEW | 新建倉 |
| 25 | PFBC | Preferred Bank/los Angeles | 0% | NEW | 新建倉 |
| 26 | MCD | Mcdonald's CORP | 0% | +146.08% | 加碼 |
| 27 | WWD | Woodward Inc | 0% | NEW | 新建倉 |
| 28 | JNJ | Johnson & Johnson | 0% | NEW | 新建倉 |
| 29 | MUR | Murphy Oil CORP | 0% | NEW | 新建倉 |
| 30 | SM | Sm Energy Co | 0% | NEW | 新建倉 |
| 31 | ASIX | Advansix Inc | 0% | NEW | 新建倉 |
| 32 | MCBS | Metrocity Bankshares Inc | 0% | NEW | 新建倉 |
| 33 | CSCO | Cisco Systems Inc | 0% | NEW | 新建倉 |
| 34 | POR | Portland General Electric Co | 0% | NEW | 新建倉 |
| 35 | NYT | New York Times Co-a | 0% | NEW | 新建倉 |
| 36 | JEF | Jefferies Financial Group In | 0% | NEW | 新建倉 |
| 37 | SLM | Slm CORP | 0% | NEW | 新建倉 |
| 38 | ESI | Element Solutions Inc | 0% | NEW | 新建倉 |
| 39 | PK | Park Hotels & Resorts Inc | 0% | NEW | 新建倉 |
| 40 | KRNY | Kearny Financial Corp/md | 0% | NEW | 新建倉 |
| 41 | CVX | Chevron CORP | — | +92.53% | 加碼 |
| 42 | AMZN | Amazon.com Inc | — | +64.35% | 加碼 |
| 43 | CASY | Casey's General Stores Inc | — | +83.94% | 加碼 |
| 44 | EWBC | East West Bancorp Inc | — | +27.58% | 加碼 |
| 45 | PENN | Penn Entertainment Inc | — | EXIT | 清倉 |
| 46 | KWEB | Kranesh Csi China Internet | — | EXIT | 清倉 |
| 47 | SGRY | Surgery Partners Inc | — | EXIT | 清倉 |
| 48 | VKTX | Viking Therapeutics Inc | — | EXIT | 清倉 |
| 49 | TOL | Toll Brothers Inc | — | EXIT | 清倉 |
| 50 | LLY | Eli Lilly & Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Infrastructure Capital Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$17.1億，共申報了 126 個公開持股部位。
在 Q4 2024 季度，Infrastructure Capital Advisors, LLC 按市值排列的前三大核心持股分別為：SPY (47.6%)、MPLX (4.7%)、SUN (4.5%)。其中最大持股部位 SPY 佔據整體投資組合約 47.6% 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
BA 6 10-15-27
市值: US$1244.1萬
本季最大獲利了結 / 清倉標的
AES
前期市值: US$319.6萬
在 Q4 2024 季度中，Infrastructure Capital Advisors, LLC 共進行了 157 項持倉異動，包含新建倉 31 個部位、加碼 55 個部位、減碼 37 個部位以及清倉 34 個部位。 其中最大新建倉標的為 BA 6 10-15-27。 本季清倉部位包含 AES。
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。