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: 0001689013
申報總市值
US$9.1億
US$9.1億
291 檔
15.8%
截至 Q4 2024 季度末，JT Stratford LLC 的美股持倉估值約為 US$9.1億，全數申報部位共有 291 檔。
觀察 Q4 2024 的申報異動，JT Stratford LLC 採取了強勁的買進策略，建倉與加碼動作（合計 119 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AGG, IWB, SPDW）占據了總市值的 15.8%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 291 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.59% | -0.20% | +19134.67% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 5.27% | +0.22% | +11.09% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.78% | -0.16% | -7.86% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.60% | -0.08% | +4.02% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | -0.06% | +2.19% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.78% | -0.17% | +5.86% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.55% | +0.25% | +1.24% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.45% | +0.05% | +4.54% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | +0.18% | +2.61% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.03% | — | +10.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.91% | +0.14% | +4.61% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.62% | +0.05% | +10.59% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.61% | -0.01% | +11.07% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.43% | -0.06% | +4.99% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.31% | -0.07% | +220.15% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 1.12% | -0.40% | -4.20% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.11% | +0.07% | +7.59% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | -0.17% | -3.79% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.87% | -0.02% | +2.19% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.87% | -0.22% | -17.58% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.01% | +6.34% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.81% | -0.21% | +2.61% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.78% | -0.02% | +5.68% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.78% | -0.04% | +0.26% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.77% | +0.02% | NEW | |
| 26 | HIGH | Simplify Enhanced Income ETF | ETF-其他 | 0.77% | — | -1.23% | |
| 27 | SOUN | Soundhound Ai Inc-a | 股票-科技 | 0.66% | — | -32.82% | |
| 28 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 0.65% | — | +58.96% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.62% | -0.03% | +4.40% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.62% | +0.03% | +1.57% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.61% | -0.06% | -90.15% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.60% | +0.02% | +5.88% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.60% | +0.01% | +2.06% | |
| 34 | CI | THE Cigna Group | 股票-醫療保健 | 0.57% | -0.02% | +117.36% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.55% | -0.02% | +5.82% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.54% | — | +127.02% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | +0.07% | -3.21% | |
| 38 | TFC | Truist Financial CORP | 股票-金融 | 0.47% | -0.01% | -5.75% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.46% | -0.01% | -4.37% | |
| 40 | ANET | Arista Networks Inc | 股票-科技 | 0.43% | +0.03% | — | |
| 41 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.43% | — | +0.40% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | +0.02% | +1.98% | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.43% | -0.03% | +4.42% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.42% | -0.03% | +3.69% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.42% | -0.06% | -0.67% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.41% | -0.08% | +2.93% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.41% | -0.50% | +40.19% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.40% | — | +4.75% | |
| 49 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.40% | -0.03% | +13.09% | |
| 50 | RMD | Resmed Inc | 股票-醫療保健 | 0.39% | -0.04% | +75.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +7.6% | +19134.67% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.6% | +10.59% | 加碼 |
| 3 | IWB | Ishares Russell 1000 ETF | +0.5% | +11.09% | 加碼 |
| 4 | ANET | Arista Networks Inc | +0.4% | NEW | 新建倉 |
| 5 | SOUN | Soundhound Ai Inc-a | +0.4% | -32.82% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.4% | +10.67% | 加碼 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | -17.58% | 減碼 |
| 8 | MNST | Monster Beverage CORP | +0.3% | NEW | 新建倉 |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +76.29% | 加碼 |
| 10 | DECK | Deckers Outdoor CORP | +0.3% | NEW | 新建倉 |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +127.02% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.3% | +2.19% | 加碼 |
| 13 | FOXA | Fox CORP - Class A | +0.3% | NEW | 新建倉 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.61% | 加碼 |
| 15 | HIG | Hartford Insurance Group Inc | +0.3% | NEW | 新建倉 |
| 16 | CI | THE Cigna Group | +0.2% | +117.36% | 加碼 |
| 17 | FCTE | Smi 3fourteen Full-cycl Trnd | +0.2% | NEW | 新建倉 |
| 18 | FNY | First Trust Mid Cap Growth | +0.2% | NEW | 新建倉 |
| 19 | JUCY | Aptus Enhanced Yield ETF | +0.2% | +58.96% | 加碼 |
| 20 | BMY | Bristol-myers Squibb Co | +0.2% | +215.80% | 加碼 |
| 21 | AAPL | Apple Inc | +0.2% | +4.54% | 加碼 |
| 22 | GCT | GigaCloud Technology Inc. | +0.2% | NEW | 新建倉 |
| 23 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | NEW | 新建倉 |
| 24 | A | Agilent Technologies Inc | +0.2% | NEW | 新建倉 |
| 25 | TPL | Texas Pacific Land CORP | +0.2% | NEW | 新建倉 |
| 26 | NFLX | Netflix Inc | +0.2% | -4.20% | 減碼 |
| 27 | ZM | Zoom Communications Inc | +0.2% | NEW | 新建倉 |
| 28 | RMD | Resmed Inc | +0.1% | +75.40% | 加碼 |
| 29 | NEE | Nextera Energy Inc | +0.1% | +534.17% | 加碼 |
| 30 | PYPL | Paypal Holdings Inc | +0.1% | +42.05% | 加碼 |
| 31 | TSSI | Tss Inc | +0.1% | NEW | 新建倉 |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | +6.34% | 加碼 |
| 33 | OPRA | Opera Ltd-adr | +0.1% | +15.33% | 加碼 |
| 34 | IJR | Ishares Core S&p Small-cap E | +0.1% | +11.07% | 加碼 |
| 35 | WMT | Walmart Inc | +0.1% | +2.61% | 加碼 |
| 36 | AVGO | Broadcom Inc | +0.1% | +6.64% | 加碼 |
| 37 | POOL | Pool CORP | +0.1% | NEW | 新建倉 |
| 38 | FOUR | Shift4 Payments Inc-class A | +0.1% | +15.92% | 加碼 |
| 39 | SVOL | Simplify Volatility Premium | +0.1% | NEW | 新建倉 |
| 40 | MSTR | Strategy Inc | +0.1% | NEW | 新建倉 |
| 41 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.59% | 加碼 |
| 42 | ADBE | Adobe Inc | +0.1% | +40.19% | 加碼 |
| 43 | SCHG | Schwab US Large-cap Growth | +0.1% | +430.43% | 加碼 |
| 44 | FSLR | First Solar Inc | +0.1% | NEW | 新建倉 |
| 45 | BILL | Bill Holdings Inc | +0.1% | NEW | 新建倉 |
| 46 | SCYB | Schwab High Yield Bond ETF | +0.1% | +276.47% | 加碼 |
| 47 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.24% | 加碼 |
| 48 | GRMN | Garmin Ltd. | +0.1% | +5.01% | 加碼 |
| 49 | JQUA | Jpmorgan US Quality Factor | +0.1% | +22.51% | 加碼 |
| 50 | WFC | Wells Fargo & Co | +0.1% | +5.76% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，JT Stratford LLC 在 Q4 2024 季度的美股持倉總市值約為 US$9.1億，共申報了 291 個公開持股部位。
在 Q4 2024 季度，JT Stratford LLC 按市值排列的前三大核心持股分別為：AGG (7.6%)、IWB (5.3%)、SPDW (3.8%)。其中最大持股部位 AGG 佔據整體投資組合約 7.6% 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
ANET
市值: US$264.0萬
本季最大獲利了結 / 清倉標的
DHI
前期市值: US$293.8萬
在 Q4 2024 季度中，JT Stratford LLC 共進行了 200 項持倉異動，包含新建倉 50 個部位、加碼 69 個部位、減碼 40 個部位以及清倉 41 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 DHI。
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。