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: 0001041885
申報總市值
US$36.6億
US$36.6億
428 檔
21.2%
根據最新整理的 13F 季度數據集，Ingalls & Snyder LLC 於 Q4 2024 結束時的管理資產規模為 US$36.6億。該機構在本季度申報了 428 檔美股持倉，呈現出該時期的主要投資地圖。
Ingalls & Snyder LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 131 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Ingalls & Snyder LLC 的前 5 大持股（包含 CORT, AAPL, MSFT）貢獻了組合市值的 21.2%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 428 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 | CORT | Corcept Therapeutics Inc | 股票-醫療保健 | 16.03% | +8.00% | -2.02% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.11% | -0.39% | -4.46% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | -0.54% | -0.87% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.40% | -1.57% | -8.67% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.36% | -0.59% | -1.95% | |
| 6 | CNQ | Canadian Natural Resources | 股票-能源 | 3.18% | -1.63% | -3.73% | |
| 7 | WMB | Williams Cos Inc | 股票-能源 | 3.03% | -0.82% | -8.71% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.33% | -0.16% | -1.21% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | -0.30% | -1.53% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.60% | -0.17% | +0.23% | |
| 11 | OMER | Omeros CORP | 股票-其他 | 1.55% | -0.38% | -11.71% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.54% | -0.26% | +1.51% | |
| 13 | PAAS | Pan American Silver CORP | 股票-原物料 | 1.37% | -1.28% | +5.43% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.24% | -0.06% | -0.57% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.21% | -0.16% | -0.59% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | -0.16% | +1.11% | |
| 17 | ROP | Roper Technologies Inc | 股票-科技 | 1.12% | -0.17% | -1.41% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.12% | -0.35% | +2.52% | |
| 19 | RRC | Range Resources CORP | 股票-能源 | 1.12% | -0.45% | -0.56% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.10% | -0.23% | -2.48% | |
| 21 | EXPE | Expedia Group Inc | 股票-循環性消費 | 1.03% | -0.17% | +0.43% | |
| 22 | DE | Deere & Co | 股票-工業 | 1.02% | -0.17% | +1.08% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.96% | -0.14% | -1.35% | |
| 24 | HXL | Hexcel CORP | 股票-工業 | 0.96% | -0.06% | -2.24% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.94% | -0.16% | -0.90% | |
| 26 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.93% | -0.60% | -1.64% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.84% | -0.28% | -1.54% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.82% | -0.15% | -9.27% | |
| 29 | C | Citigroup Inc | 股票-金融 | 0.81% | -0.07% | +1.55% | |
| 30 | UL | Unilever PLC | 股票-非循環性消費 | 0.81% | — | -0.33% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.79% | -0.17% | +1.22% | |
| 32 | STRS | Stratus Properties Inc | 股票-其他 | 0.73% | -0.27% | -6.11% | |
| 33 | PFE | Pfizer Inc | 股票-醫療保健 | 0.73% | -0.22% | +3.04% | |
| 34 | GL | Globe Life Inc | 股票-金融 | 0.72% | — | -0.14% | |
| 35 | CPRT | Copart Inc | 股票-工業 | 0.69% | -0.12% | -9.75% | |
| 36 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.68% | -0.09% | -20.79% | |
| 37 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.60% | -0.06% | -7.73% | |
| 38 | MCO | Moody's CORP | 股票-金融 | 0.57% | -0.09% | — | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | -0.13% | -1.24% | |
| 40 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.50% | — | +3.63% | |
| 41 | NSC | Norfolk Southern CORP | 股票-工業 | 0.48% | -0.07% | +2.27% | |
| 42 | CACC | Credit Acceptance CORP | 股票-其他 | 0.47% | +0.05% | -21.39% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | -0.04% | -3.87% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.45% | -0.05% | -3.65% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.45% | -0.15% | +0.49% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.03% | -1.56% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.41% | -0.10% | -1.56% | |
| 48 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.40% | — | +86.76% | |
| 49 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.39% | -0.08% | -0.09% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.21% | +6.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CORT | Corcept Therapeutics Inc | +1.1% | -2.02% | 減碼 |
| 2 | OMER | Omeros CORP | +0.9% | -11.71% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.21% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.3% | +0.23% | 加碼 |
| 5 | WMB | Williams Cos Inc | +0.2% | -8.71% | 減碼 |
| 6 | DKNG | Draftkings Inc-cl A | +0.2% | NEW | 新建倉 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -1.53% | 減碼 |
| 8 | EXPE | Expedia Group Inc | +0.2% | +0.43% | 加碼 |
| 9 | RRC | Range Resources CORP | +0.2% | -0.56% | 減碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.57% | 減碼 |
| 11 | TTEN | Totalenergies Se -spon Adr | +0.1% | +86.76% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.1% | +1.11% | 加碼 |
| 13 | AAPL | Apple Inc | +0.1% | -4.46% | 減碼 |
| 14 | C | Citigroup Inc | +0.1% | +1.55% | 加碼 |
| 15 | WSM | Williams-sonoma Inc | +0.1% | +3.63% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.1% | -0.04% | 減碼 |
| 17 | NN | Nextnav Inc | +0.1% | +1.52% | 加碼 |
| 18 | WK | Workiva Inc | +0.1% | +3.51% | 加碼 |
| 19 | MCK | Mckesson CORP | +0.1% | +8.19% | 加碼 |
| 20 | MDB | Mongodb Inc | +0.1% | +57.61% | 加碼 |
| 21 | APTV | Aptiv PLC | +0.1% | NEW | 新建倉 |
| 22 | DAL | Delta Air Lines Inc | +0.1% | -0.68% | 減碼 |
| 23 | GDDY | Godaddy Inc - Class A | +0.1% | -3.13% | 減碼 |
| 24 | AMLP | Alerian Mlp ETF | +0.1% | NEW | 新建倉 |
| 25 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 26 | TMUS | T-mobile US Inc | +0.1% | -1.64% | 減碼 |
| 27 | LYB | LyondellBasell Industries N.V. | +0.1% | NEW | 新建倉 |
| 28 | EXE | Expand Energy CORP | 0% | NEW | 新建倉 |
| 29 | KSS | Kohls CORP | 0% | NEW | 新建倉 |
| 30 | GEV | GE Vernova Inc | 0% | +146.54% | 加碼 |
| 31 | OMER 5.25 02-15-26債券 | Omeros CORP | 0% | +141.19% | 加碼 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.71% | 加碼 |
| 33 | GS | Goldman Sachs Group Inc | 0% | -9.27% | 減碼 |
| 34 | GL | Globe Life Inc | 0% | -0.14% | 減碼 |
| 35 | BAC | Bank Of America CORP | 0% | -1.56% | 減碼 |
| 36 | PAAS | Pan American Silver CORP | 0% | +5.43% | 加碼 |
| 37 | DE | Deere & Co | 0% | +1.08% | 加碼 |
| 38 | ASO | Academy Sports & Outdoors In | 0% | +65.23% | 加碼 |
| 39 | V | Visa Inc-class A Shares | 0% | -1.60% | 減碼 |
| 40 | KMI | Kinder Morgan, Inc. | 0% | -1.45% | 減碼 |
| 41 | ✓ | Arcadium Lithium PLC | 0% | -34.00% | 減碼 |
| 42 | MA | Mastercard Inc - A | 0% | +3.44% | 加碼 |
| 43 | VRTX | Vertex Pharmaceuticals Inc | 0% | +202.02% | 加碼 |
| 44 | TRAK | Repositrak Inc | 0% | +1.45% | 加碼 |
| 45 | CPRI | Capri Holdings Limited | 0% | +209.56% | 加碼 |
| 46 | AVPT | Avepoint Inc | 0% | -8.11% | 減碼 |
| 47 | ABX | Barrick Gold CORP | 0% | +193.31% | 加碼 |
| 48 | PYPL | Paypal Holdings Inc | 0% | -3.27% | 減碼 |
| 49 | JBLU | Jetblue Airways CORP | 0% | +57.52% | 加碼 |
| 50 | GTM | Zoominfo Technologies Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Ingalls & Snyder LLC 在 Q4 2024 季度的美股持倉總市值約為 US$36.6億，共申報了 428 個公開持股部位。
在 Q4 2024 季度，Ingalls & Snyder LLC 按市值排列的前三大核心持股分別為：CORT (16.0%)、AAPL (4.1%)、MSFT (3.5%)。其中最大持股部位 CORT 佔據整體投資組合約 16.0% 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
DKNG
市值: US$577.9萬
本季最大獲利了結 / 清倉標的
ZETA
前期市值: US$283.4萬
在 Q4 2024 季度中，Ingalls & Snyder LLC 共進行了 196 項持倉異動，包含新建倉 15 個部位、加碼 50 個部位、減碼 106 個部位以及清倉 25 個部位。 其中最大新建倉標的為 DKNG。 本季清倉部位包含 ZETA。
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。