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: 0001166620
申報總市值
US$12.7億
US$12.7億
170 檔
24.6%
在 Q3 2024 申報期間，KLCM Advisors, Inc.（CIK: 0001166620）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$12.7億，共持有 170 個公開申報部位。
觀察 Q3 2024 的資金脈絡，KLCM Advisors, Inc. 在獲利結算 1 檔個股的同時，將資本重新部署至 4 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 , , BMY）累計市值佔比達 24.6%，是驅動 KLCM Advisors, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | ✓ | 股票-其他 | 23.76% | — | +0.21% | ||
| 2 | ✓ | 股票-其他 | 3.42% | — | -0.71% | ||
| 3 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 3.41% | -0.21% | +31.73% | |
| 4 | C | Citigroup Inc | 股票-金融 | 3.39% | +0.25% | -2.68% | |
| 5 | BA | Boeing Co/the | 股票-工業 | 3.14% | +0.01% | +6.85% | |
| 6 | NEM | Newmont CORP | 股票-原物料 | 3.07% | -0.02% | -26.69% | |
| 7 | MCS | Marcus Corporation | 股票-其他 | 2.97% | +0.34% | +5.62% | |
| 8 | ✓ | 股票-其他 | 2.76% | — | +1.58% | ||
| 9 | T | At&t Inc | 股票-通訊服務 | 2.35% | -0.05% | -20.44% | |
| 10 | KVUE | Kenvue Inc | 股票-非循環性消費 | 2.34% | — | -0.41% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.19% | +0.22% | +12.36% | |
| 12 | ✓ | 股票-其他 | 2.10% | — | -13.57% | ||
| 13 | ✓ | 股票-其他 | 1.88% | — | +2.33% | ||
| 14 | WFC | Wells Fargo & Co | 股票-金融 | 1.84% | -0.07% | +4.39% | |
| 15 | TFC | Truist Financial CORP | 股票-金融 | 1.79% | -0.04% | — | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.75% | +0.09% | -35.53% | |
| 17 | ✓ | 股票-其他 | 1.69% | — | +115.81% | ||
| 18 | HAL | Halliburton Co | 股票-能源 | 1.67% | -0.86% | +4.12% | |
| 19 | DOW | Dow Inc | 股票-原物料 | 1.67% | -0.42% | +4.73% | |
| 20 | CTRA | Coterra Energy Inc | 股票-能源 | 1.64% | -0.03% | EXIT | |
| 21 | ✓ | 股票-其他 | 1.55% | — | -29.64% | ||
| 22 | MDT | Medtronic plc | 股票-醫療保健 | 1.50% | — | -34.77% | |
| 23 | BLDR | Builders Firstsource Inc | 股票-工業 | 1.44% | +0.05% | — | |
| 24 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.33% | -0.11% | -0.17% | |
| 25 | GT | Goodyear Tire & Rubber Co | 股票-循環性消費 | 1.17% | -0.27% | +29.37% | |
| 26 | HN9 | Hanesbrands Inc | 股票-其他 | 1.15% | — | -5.86% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.15% | -0.06% | +5.53% | |
| 28 | ✓ | 股票-其他 | 1.08% | — | -3.47% | ||
| 29 | ✓ | 股票-其他 | 1.02% | — | +7.13% | ||
| 30 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | +0.10% | +18.56% | |
| 31 | PTEN | Patterson-uti Energy Inc | 股票-能源 | 0.92% | -0.03% | +16.51% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.02% | -5.19% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.71% | +0.08% | -0.56% | |
| 34 | UNP | Union Pacific CORP | 股票-工業 | 0.60% | — | -0.04% | |
| 35 | ✓ | 股票-其他 | 0.53% | — | -79.79% | ||
| 36 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.07% | +7.32% | |
| 37 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.45% | -0.04% | +36.63% | |
| 38 | PFE | Pfizer Inc | 股票-醫療保健 | 0.45% | -0.07% | +2.36% | |
| 39 | FISV | Fiserv Inc | 股票-其他 | 0.43% | -0.05% | +5.31% | |
| 40 | ✓ | 股票-其他 | 0.41% | — | +53.76% | ||
| 41 | ✓ | 股票-其他 | 0.41% | — | -4.31% | ||
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | +2.52% | |
| 43 | ✓ | 股票-其他 | 0.39% | — | +827.22% | ||
| 44 | ✓ | 股票-其他 | 0.37% | — | -29.94% | ||
| 45 | WRB | Wr Berkley CORP | 股票-金融 | 0.37% | — | +50.00% | |
| 46 | ✓ | 股票-其他 | 0.35% | — | -12.94% | ||
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | +0.02% | -0.41% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工業 | 0.35% | +0.03% | +40.68% | |
| 49 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.31% | — | +10.31% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.28% | -0.10% | +16.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TFC | Truist Financial CORP | +1.8% | NEW | 新建倉 |
| 2 | BLDR | Builders Firstsource Inc | +1.4% | NEW | 新建倉 |
| 3 | BMY | Bristol-myers Squibb Co | +1.3% | +31.73% | 加碼 |
| 4 | MCS | Marcus Corporation | +0.8% | +5.62% | 加碼 |
| 5 | APA | Apa CORP | +0.7% | — | 加碼 |
| 6 | ATI | Ati Inc | +0.5% | — | 減碼 |
| 7 | KVUE | Kenvue Inc | +0.4% | -0.41% | 減碼 |
| 8 | CTRA | Coterra Energy Inc | +0.4% | +49.57% | 加碼 |
| 9 | AAPL | Apple Inc | +0.4% | +12.36% | 加碼 |
| 10 | TGT | Target CORP | +0.4% | — | 加碼 |
| 11 | HN9 | Hanesbrands Inc | +0.3% | -5.86% | 減碼 |
| 12 | KEY | Keycorp | +0.3% | NEW | 新建倉 |
| 13 | NUE | Nucor CORP | +0.2% | NEW | 新建倉 |
| 14 | BBY | Best Buy Co Inc | +0.2% | -0.17% | 減碼 |
| 15 | CSCO | Cisco Systems Inc | +0.2% | — | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +61.68% | 加碼 |
| 17 | NOW | Servicenow Inc | +0.1% | — | 加碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | — | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +36.63% | 加碼 |
| 21 | UPS | United Parcel Service-cl B | +0.1% | +40.68% | 加碼 |
| 22 | MSFT | Microsoft CORP | +0.1% | +18.56% | 加碼 |
| 23 | MAN | Manpowergroup Inc | +0.1% | — | 加碼 |
| 24 | FISV | Fiserv Inc | +0.1% | +5.31% | 加碼 |
| 25 | AVGO | Broadcom Inc | +0.1% | +1694.66% | 加碼 |
| 26 | DOW | Dow Inc | +0.1% | +4.73% | 加碼 |
| 27 | USB | US Bancorp | +0.1% | -0.56% | 減碼 |
| 28 | WEC | Wec Energy Group Inc | +0.1% | — | 減碼 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -5.19% | 減碼 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | — | 減碼 |
| 31 | KMI | Kinder Morgan, Inc. | -0.1% | — | 減碼 |
| 32 | GM | General Motors Co | -0.1% | — | 減碼 |
| 33 | PTEN | Patterson-uti Energy Inc | -0.2% | +16.51% | 加碼 |
| 34 | VZ | Verizon Communications Inc | -0.2% | — | 減碼 |
| 35 | ABBV | Abbvie Inc | -0.2% | — | 減碼 |
| 36 | KMB | Kimberly-clark CORP | -0.3% | -83.87% | 減碼 |
| 37 | KEL | Kellanova | -0.3% | -89.22% | 減碼 |
| 38 | HAL | Halliburton Co | -0.3% | +4.12% | 加碼 |
| 39 | C | Citigroup Inc | -0.3% | -2.68% | 減碼 |
| 40 | OGN | Organon & Co | -0.3% | — | 加碼 |
| 41 | GILD | Gilead Sciences Inc | -0.3% | EXIT | 清倉 |
| 42 | T | At&t Inc | -0.3% | -20.44% | 減碼 |
| 43 | NEM | Newmont CORP | -0.4% | -26.69% | 減碼 |
| 44 | GTES | Gates Industrial Corporation plc | -0.5% | — | 減碼 |
| 45 | BA | Boeing Co/the | -0.5% | +6.85% | 加碼 |
| 46 | MDT | Medtronic plc | -0.6% | -34.77% | 減碼 |
| 47 | WBA | Walgreens Boots Alliance Inc | -1.1% | -98.14% | 減碼 |
| 48 | BAC | Bank Of America CORP | -1.1% | -35.53% | 減碼 |
| 49 | NVDA | Nvidia CORP | -1.4% | — | 加碼 |
| 50 | XOM | Exxon Mobil CORP | -2.1% | — | 減碼 |
根據 SEC 官方 Form 13F 申報備案，KLCM Advisors, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$12.7億，共申報了 170 個公開持股部位。
在 Q3 2024 季度，KLCM Advisors, Inc. 按市值排列的前三大核心持股分別為： (23.8%)、 (3.4%)、BMY (3.4%)。其中最大持股部位 佔據整體投資組合約 23.8% 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
TFC
市值: US$1512.2萬
本季最大獲利了結 / 清倉標的
GILD
前期市值: US$248.4萬
在 Q3 2024 季度中，KLCM Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 23 個部位、減碼 22 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TFC。 本季清倉部位包含 GILD。
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。