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: 0001590228
申報總市值
US$38.8億
US$38.8億
282 檔
17.7%
在 Q3 2024 的 13F 官方備案中，Interval Partners, LP 管理的美股投資組合規模來到 US$38.8億，整體持股檔數為 282 檔。
在 Q3 2024 期間，Interval Partners, LP 展現了靈活的資產再平衡步調，透過出清 48 檔弱勢或達到目標價部位，將資金轉置於 41 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SPY, IWM, FDX）累計市值佔比達 17.7%，是驅動 Interval Partners, LP 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 282 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.27% | +0.66% | +6673.73% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.30% | -6.39% | +11923.16% | |
| 3 | FDX | Fedex CORP | 股票-工業 | 2.94% | — | +150.52% | |
| 4 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 2.50% | -0.05% | +7.70% | |
| 5 | NSC | Norfolk Southern CORP | 股票-工業 | 2.42% | — | +1724.07% | |
| 6 | CNM | Core & Main Inc-class A | 股票-工業 | 2.28% | -2.01% | EXIT | |
| 7 | VMC | Vulcan Materials Co | 股票-原物料 | 2.27% | — | +20.51% | |
| 8 | PNR | Pentair plc | 股票-工業 | 2.05% | — | -2.62% | |
| 9 | XPO | Xpo Inc | 股票-工業 | 1.98% | -0.66% | EXIT | |
| 10 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.95% | +1.07% | +156.52% | |
| 11 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 1.79% | — | +56.29% | |
| 12 | DAL | Delta Air Lines Inc | 股票-工業 | 1.78% | -1.19% | +759.60% | |
| 13 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 1.76% | +0.15% | -31.70% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 1.73% | — | +122900.00% | |
| 15 | ETN | Eaton Corporation plc | 股票-工業 | 1.70% | -1.19% | +50.13% | |
| 16 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 1.67% | — | +67.36% | |
| 17 | FLS | Flowserve CORP | 股票-工業 | 1.65% | +0.76% | NEW | |
| 18 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 1.39% | +0.19% | +643.18% | |
| 19 | AYI | Acuity Inc | 股票-工業 | 1.31% | — | +160.69% | |
| 20 | GWW | Ww Grainger Inc | 股票-工業 | 1.29% | -0.89% | +104183.02% | |
| 21 | FTV | Fortive CORP | 股票-科技 | 1.29% | — | — | |
| 22 | DOV | Dover CORP | 股票-工業 | 1.22% | — | -51.34% | |
| 23 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 1.14% | — | +834.06% | |
| 24 | NVT | nVent Electric plc | 股票-工業 | 1.06% | -1.48% | -22.09% | |
| 25 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.05% | — | +21474.73% | |
| 26 | MET | Metlife Inc | 股票-金融 | 1.00% | — | +399.12% | |
| 27 | YETI | Yeti Holdings Inc | 股票-循環性消費 | 0.98% | +0.30% | +54.54% | |
| 28 | CWH | Camping World Holdings Inc-a | 股票-其他 | 0.91% | — | -0.48% | |
| 29 | STT | State Street CORP | 股票-金融 | 0.91% | +0.06% | NEW | |
| 30 | USB | US Bancorp | 股票-金融 | 0.85% | -0.17% | +87.38% | |
| 31 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.82% | — | +205.99% | |
| 32 | TPR | Tapestry Inc | 股票-循環性消費 | 0.78% | -0.64% | EXIT | |
| 33 | ALL | Allstate CORP | 股票-金融 | 0.76% | +0.16% | +108.27% | |
| 34 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 0.76% | +0.03% | NEW | |
| 35 | RRX | Regal Rexnord CORP | 股票-工業 | 0.73% | — | -42.19% | |
| 36 | WCC | Wesco International Inc | 股票-工業 | 0.69% | — | +114409.38% | |
| 37 | TMHC | Taylor Morrison Home CORP | 股票-循環性消費 | 0.69% | -0.18% | EXIT | |
| 38 | RF | Regions Financial CORP | 股票-金融 | 0.66% | — | +128.94% | |
| 39 | BURL | Burlington Stores Inc | 股票-循環性消費 | 0.66% | +0.15% | +61.72% | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 0.63% | +0.63% | -28.73% | |
| 41 | APTV | Aptiv PLC | 股票-循環性消費 | 0.63% | — | — | |
| 42 | IBP | Installed Building Products | 股票-循環性消費 | 0.60% | — | +74.09% | |
| 43 | EQH | Equitable Holdings Inc | 股票-金融 | 0.59% | — | +4.07% | |
| 44 | CRH | CRH plc | 股票-原物料 | 0.59% | -1.14% | EXIT | |
| 45 | GFL | Gfl Environmental Inc-sub Vt | 股票-其他 | 0.57% | -0.93% | +131.09% | |
| 46 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.56% | — | — | |
| 47 | UPS | United Parcel Service-cl B | 股票-工業 | 0.54% | — | — | |
| 48 | KNX | Knight-swift Transportation | 股票-工業 | 0.51% | +0.22% | NEW | |
| 49 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.50% | +0.51% | NEW | |
| 50 | SN | SharkNinja, Inc. | 股票-循環性消費 | 0.47% | -0.10% | EXIT |
| # | 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 | +4.2% | +6673.73% | 加碼 |
| 2 | IWM | Ishares Russell 2000 ETF | +3.3% | +11923.16% | 加碼 |
| 3 | NSC | Norfolk Southern CORP | +2.3% | +1724.07% | 加碼 |
| 4 | CNM | Core & Main Inc-class A | +2.1% | +1386.14% | 加碼 |
| 5 | CAT | Caterpillar Inc | +1.7% | +122900.00% | 加碼 |
| 6 | DAL | Delta Air Lines Inc | +1.5% | +759.60% | 加碼 |
| 7 | GWW | Ww Grainger Inc | +1.3% | +104183.02% | 加碼 |
| 8 | FTV | Fortive CORP | +1.3% | NEW | 新建倉 |
| 9 | FDX | Fedex CORP | +1.3% | +150.52% | 加碼 |
| 10 | XPO | Xpo Inc | +1.2% | +222.29% | 加碼 |
| 11 | SBUX | Starbucks CORP | +1.1% | +21474.73% | 加碼 |
| 12 | DKNG | Draftkings Inc-cl A | +1% | +834.06% | 加碼 |
| 13 | TTWO | Take-two Interactive Softwre | +1% | +156.52% | 加碼 |
| 14 | MET | Metlife Inc | +0.8% | +399.12% | 加碼 |
| 15 | AYI | Acuity Inc | +0.7% | +160.69% | 加碼 |
| 16 | STT | State Street CORP | +0.7% | +429.15% | 加碼 |
| 17 | WCC | Wesco International Inc | +0.7% | +114409.38% | 加碼 |
| 18 | TMHC | Taylor Morrison Home CORP | +0.7% | NEW | 新建倉 |
| 19 | TPR | Tapestry Inc | +0.7% | +620.44% | 加碼 |
| 20 | APTV | Aptiv PLC | +0.6% | NEW | 新建倉 |
| 21 | CRH | CRH plc | +0.6% | NEW | 新建倉 |
| 22 | OLLI | Ollie's Bargain Outlet Holdi | +0.6% | +390.96% | 加碼 |
| 23 | FERG | Ferguson Enterprises Inc | +0.6% | NEW | 新建倉 |
| 24 | UPS | United Parcel Service-cl B | +0.5% | NEW | 新建倉 |
| 25 | TDY | Teledyne Technologies Inc | +0.5% | +205.99% | 加碼 |
| 26 | THO | Thor Industries Inc | +0.5% | NEW | 新建倉 |
| 27 | AXTA | Axalta Coating Systems Ltd. | +0.5% | +67.36% | 加碼 |
| 28 | HLT | Hilton Worldwide Holdings In | +0.4% | NEW | 新建倉 |
| 29 | RDDT | Reddit Inc-cl A | +0.4% | NEW | 新建倉 |
| 30 | LPLA | Lpl Financial Holdings Inc | +0.4% | +59107.52% | 加碼 |
| 31 | WYNN | Wynn Resorts LTD | +0.4% | +56.29% | 加碼 |
| 32 | PPG | Ppg Industries Inc | +0.4% | NEW | 新建倉 |
| 33 | ALL | Allstate CORP | +0.4% | +108.27% | 加碼 |
| 34 | TFC | Truist Financial CORP | +0.4% | NEW | 新建倉 |
| 35 | ✓ | On Holding AG | +0.4% | +32240.00% | 加碼 |
| 36 | FLS | Flowserve CORP | +0.4% | +52.98% | 加碼 |
| 37 | USB | US Bancorp | +0.3% | +87.38% | 加碼 |
| 38 | RF | Regions Financial CORP | +0.3% | +128.94% | 加碼 |
| 39 | MSFT | Microsoft CORP | +0.3% | +438.42% | 加碼 |
| 40 | XLI | Ss Industrial Select Sector | +0.3% | +4567.20% | 加碼 |
| 41 | SNA | Snap-on Inc | +0.3% | NEW | 新建倉 |
| 42 | ITB | Ishares U.s. Home Constructi | +0.3% | +6021.91% | 加碼 |
| 43 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.3% | NEW | 新建倉 |
| 44 | ETN | Eaton Corporation plc | +0.3% | +50.13% | 加碼 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +1178.20% | 加碼 |
| 46 | CME | Cme Group Inc | +0.3% | +237.66% | 加碼 |
| 47 | FBIN | Fortune Brands Innovations I | +0.3% | NEW | 新建倉 |
| 48 | PH | Parker Hannifin CORP | +0.3% | +16300.78% | 加碼 |
| 49 | SGI | Somnigroup International Inc | +0.3% | +623.39% | 加碼 |
| 50 | CMA | Comerica Inc | +0.3% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Interval Partners, LP 在 Q3 2024 季度的美股持倉總市值約為 US$38.8億，共申報了 282 個公開持股部位。
在 Q3 2024 季度，Interval Partners, LP 按市值排列的前三大核心持股分別為：SPY (4.3%)、IWM (3.3%)、FDX (2.9%)。其中最大持股部位 SPY 佔據整體投資組合約 4.3% 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
FTV
市值: US$5731.7萬
本季最大獲利了結 / 清倉標的
ROK
前期市值: US$9239.9萬
在 Q3 2024 季度中，Interval Partners, LP 共進行了 200 項持倉異動，包含新建倉 41 個部位、加碼 76 個部位、減碼 35 個部位以及清倉 48 個部位。 其中最大新建倉標的為 FTV。 本季清倉部位包含 ROK。
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。