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: 0001909322
申報總市值
US$2.1億
US$2.1億
89 檔
9.7%
Insight Inv LLC 在 Q3 2024 季度的美股部位總計估值為 US$2.1億，分散於 89 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Insight Inv LLC 於 Q3 2024 季度持續回收資金，對 33 個既有部位進行裁減並清倉 0 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, WSM）累計市值佔比達 9.7%，是驅動 Insight Inv LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
UNH
市值: US$8.8萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$616.0萬
| # | 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 | 5.67% | -0.16% | -0.84% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | -0.34% | — | |
| 3 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 2.84% | +0.12% | +81.27% | |
| 4 | AXP | American Express Co | 股票-金融 | 2.73% | -0.07% | -4.77% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.62% | -0.01% | -0.74% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.62% | +0.01% | -3.92% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.50% | -0.17% | -3.19% | |
| 8 | QCOM | Qualcomm Inc | 股票-科技 | 2.34% | +0.27% | -3.55% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.34% | -0.10% | -5.60% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.32% | +0.11% | +2.11% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 2.29% | -0.50% | -11.90% | |
| 12 | MRVL | Marvell Technology Inc | 股票-科技 | 2.20% | +3.73% | -3.96% | |
| 13 | ALL | Allstate CORP | 股票-金融 | 2.06% | -0.02% | -5.51% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.05% | -0.61% | -0.99% | |
| 15 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.03% | -0.34% | +0.49% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 2.02% | -2.21% | EXIT | |
| 17 | GD | General Dynamics CORP | 股票-工業 | 2.00% | -0.20% | -2.05% | |
| 18 | AMGN | Amgen Inc | 股票-醫療保健 | 1.93% | -0.20% | -0.97% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 1.91% | +2.05% | -8.05% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.90% | -0.39% | +1.52% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.90% | -0.03% | +3.14% | |
| 22 | GHC | Graham Holdings Co-class B | 股票-工業 | 1.81% | -0.11% | — | |
| 23 | RTX | Rtx CORP | 股票-工業 | 1.78% | -0.29% | +1.45% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.73% | +0.47% | -3.67% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.71% | -0.14% | -0.73% | |
| 26 | GLW | Corning Inc | 股票-科技 | 1.59% | +1.65% | -1.07% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.59% | -0.20% | -12.39% | |
| 28 | TGT | Target CORP | 股票-循環性消費 | 1.52% | — | -0.38% | |
| 29 | PNC | Pnc Financial Services Group | 股票-金融 | 1.52% | +0.04% | -0.81% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 1.49% | +0.18% | -1.53% | |
| 31 | WRB | Wr Berkley CORP | 股票-金融 | 1.46% | +0.01% | +49.82% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.46% | -0.17% | -0.65% | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 1.43% | -0.08% | -0.70% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.42% | -0.03% | +3.93% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.39% | -0.12% | -1.17% | |
| 36 | C | Citigroup Inc | 股票-金融 | 1.31% | +0.11% | -6.65% | |
| 37 | PCAR | Paccar Inc | 股票-工業 | 1.29% | -0.13% | +1.14% | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.20% | — | — | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.19% | -0.11% | -2.93% | |
| 40 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.19% | -0.17% | -2.34% | |
| 41 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.18% | -0.04% | -1.17% | |
| 42 | FSMB | First Trust Short Dur Manag | ETF-其他 | 1.17% | -0.09% | -19.85% | |
| 43 | MSGS | Madison Square Garden Sports | 股票-通訊服務 | 1.16% | +0.10% | +1.52% | |
| 44 | BP | Bp Plc-spons Adr | 股票-能源 | 1.10% | -0.45% | -6.89% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 1.08% | -0.19% | EXIT | |
| 46 | LNC | Lincoln National CORP | 股票-金融 | 1.05% | -0.14% | -0.75% | |
| 47 | EOG | Eog Resources Inc | 股票-能源 | 0.97% | -0.39% | +0.81% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.96% | -0.11% | -2.10% | |
| 49 | T | At&t Inc | 股票-通訊服務 | 0.95% | -0.38% | -0.99% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.81% | -0.17% | -0.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.4% | -3.92% | 減碼 |
| 2 | AAPL | Apple Inc | +0.4% | -0.84% | 減碼 |
| 3 | ORCL | Oracle CORP | +0.3% | -3.19% | 減碼 |
| 4 | RTX | Rtx CORP | +0.3% | +1.45% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +3.14% | 加碼 |
| 6 | GHC | Graham Holdings Co-class B | +0.2% | — | 不變 |
| 7 | AXP | American Express Co | +0.2% | -4.77% | 減碼 |
| 8 | PNC | Pnc Financial Services Group | +0.2% | -0.81% | 減碼 |
| 9 | ALL | Allstate CORP | +0.2% | -5.51% | 減碼 |
| 10 | GLW | Corning Inc | +0.2% | -1.07% | 減碼 |
| 11 | LOW | Lowe's Cos Inc | +0.2% | -2.34% | 減碼 |
| 12 | BMY | Bristol-myers Squibb Co | +0.2% | -2.10% | 減碼 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -2.93% | 減碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.65% | 減碼 |
| 15 | MSGS | Madison Square Garden Sports | +0.1% | +1.52% | 加碼 |
| 16 | T | At&t Inc | +0.1% | -0.99% | 減碼 |
| 17 | TJX | Tjx Companies Inc | +0.1% | +0.49% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -3.67% | 減碼 |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +3.93% | 加碼 |
| 20 | ISRG | Intuitive Surgical Inc | +0.1% | — | 不變 |
| 21 | MDT | Medtronic plc | +0.1% | -3.47% | 減碼 |
| 22 | SO | Southern Co/the | +0.1% | -0.24% | 減碼 |
| 23 | COST | Costco Wholesale CORP | +0.1% | +16.87% | 加碼 |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | NEW | 新建倉 |
| 25 | WRB | Wr Berkley CORP | +0.1% | +49.82% | 加碼 |
| 26 | CTSH | Cognizant Tech Solutions-a | +0.1% | -2.30% | 減碼 |
| 27 | LMBS | First Trust Low Duration Opp | +0.1% | +14.71% | 加碼 |
| 28 | HD | Home Depot Inc | +0.1% | +2.05% | 加碼 |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +3.97% | 加碼 |
| 30 | WMT | Walmart Inc | +0.1% | -11.90% | 減碼 |
| 31 | ABBV | Abbvie Inc | +0.1% | — | 不變 |
| 32 | MS | Morgan Stanley | 0% | -1.53% | 減碼 |
| 33 | VZ | Verizon Communications Inc | 0% | -0.46% | 減碼 |
| 34 | PEP | Pepsico Inc | 0% | +1.52% | 加碼 |
| 35 | TGT | Target CORP | 0% | -0.38% | 減碼 |
| 36 | ELV | Elevance Health Inc | -0.1% | -1.17% | 減碼 |
| 37 | DIS | Walt Disney Co/the | -0.1% | -1.17% | 減碼 |
| 38 | C | Citigroup Inc | -0.2% | -6.65% | 減碼 |
| 39 | INTC | Intel CORP | -0.2% | -5.98% | 減碼 |
| 40 | AMZN | Amazon.com Inc | -0.2% | -0.74% | 減碼 |
| 41 | VCIT | Vanguard Int-term Corporate | -0.2% | -37.58% | 減碼 |
| 42 | CVX | Chevron CORP | -0.2% | -0.99% | 減碼 |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -12.39% | 減碼 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -0.73% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.2% | — | 不變 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | +2.11% | 加碼 |
| 47 | BP | Bp Plc-spons Adr | -0.3% | -6.89% | 減碼 |
| 48 | FSMB | First Trust Short Dur Manag | -0.3% | -19.85% | 減碼 |
| 49 | AMAT | Applied Materials Inc | -0.6% | -8.05% | 減碼 |
| 50 | QCOM | Qualcomm Inc | -0.6% | -3.55% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Insight Inv LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.1億，共申報了 89 個公開持股部位。
在 Q3 2024 季度，Insight Inv LLC 按市值排列的前三大核心持股分別為：AAPL (5.7%)、MSFT (3.5%)、WSM (2.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.7% 的權重。
在 Q3 2024 季度中，Insight Inv LLC 共進行了 46 項持倉異動，包含新建倉 1 個部位、加碼 12 個部位、減碼 33 個部位以及清倉 0 個部位。 其中最大新建倉標的為 UNH。
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。
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。
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。