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
175 檔
26.4%
Q4 2024 季度申報顯示，KLCM Advisors, Inc. 揭露的美股組合總市值為 US$12.7億，涵蓋 175 個不同之權益投資部位。
KLCM Advisors, Inc. 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 33 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。
檢視投資組合結構，前 5 大主力部位（包含 , BA, C）占據了總市值的 26.4%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
ZBH
市值: US$782.5萬
本季最大獲利了結 / 清倉標的
KSS
前期市值: US$115.2萬
| # | 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 | ✓ | 股票-其他 | 25.60% | — | -0.28% | ||
| 2 | BA | Boeing Co/the | 股票-工業 | 3.62% | +0.01% | +1.33% | |
| 3 | C | Citigroup Inc | 股票-金融 | 3.57% | +0.25% | -4.26% | |
| 4 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 3.49% | -0.21% | -4.15% | |
| 5 | ✓ | 股票-其他 | 2.65% | — | -3.64% | ||
| 6 | MCS | Marcus Corporation | 股票-其他 | 2.54% | +0.34% | -38.60% | |
| 7 | T | At&t Inc | 股票-通訊服務 | 2.29% | -0.05% | -3.83% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.26% | +0.22% | -1.74% | |
| 9 | ✓ | 股票-其他 | 2.12% | — | +0.96% | ||
| 10 | NEM | Newmont CORP | 股票-原物料 | 2.08% | -0.02% | -0.68% | |
| 11 | KVUE | Kenvue Inc | 股票-非循環性消費 | 2.05% | — | -2.52% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.00% | -0.07% | -10.62% | |
| 13 | ✓ | 股票-其他 | 1.99% | — | +153.92% | ||
| 14 | ✓ | 股票-其他 | 1.98% | — | -3.18% | ||
| 15 | ✓ | 股票-其他 | 1.86% | — | +19.84% | ||
| 16 | GT | Goodyear Tire & Rubber Co | 股票-循環性消費 | 1.85% | -0.27% | +59.38% | |
| 17 | ✓ | 股票-其他 | 1.79% | — | -2.38% | ||
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.76% | +0.09% | -7.28% | |
| 19 | TFC | Truist Financial CORP | 股票-金融 | 1.75% | -0.04% | -1.44% | |
| 20 | ✓ | 股票-其他 | 1.71% | — | -3.69% | ||
| 21 | CTRA | Coterra Energy Inc | 股票-能源 | 1.61% | -0.03% | EXIT | |
| 22 | HAL | Halliburton Co | 股票-能源 | 1.43% | -0.86% | -6.52% | |
| 23 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.25% | -0.06% | -4.48% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.24% | — | -4.53% | |
| 25 | DOW | Dow Inc | 股票-原物料 | 1.22% | -0.42% | +1.51% | |
| 26 | ✓ | 股票-其他 | 1.17% | — | -6.67% | ||
| 27 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.07% | -0.11% | -0.99% | |
| 28 | BLDR | Builders Firstsource Inc | 股票-工業 | 1.02% | +0.05% | -2.06% | |
| 29 | HN9 | Hanesbrands Inc | 股票-其他 | 0.94% | — | -24.91% | |
| 30 | PTEN | Patterson-uti Energy Inc | 股票-能源 | 0.93% | -0.03% | -3.73% | |
| 31 | ✓ | 股票-其他 | 0.91% | — | — | ||
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | +0.10% | -16.78% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.73% | +0.08% | -0.26% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.02% | — | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 0.58% | -0.07% | +44.02% | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.54% | — | +0.74% | |
| 37 | FISV | Fiserv Inc | 股票-其他 | 0.48% | -0.05% | -0.59% | |
| 38 | ✓ | 股票-其他 | 0.46% | — | -1.60% | ||
| 39 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.07% | +0.83% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.42% | -0.04% | -19.04% | |
| 41 | ✓ | 股票-其他 | 0.41% | — | +6.37% | ||
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | +0.02% | +5.44% | |
| 43 | ✓ | 股票-其他 | 0.39% | — | -12.80% | ||
| 44 | ✓ | 股票-其他 | 0.38% | — | -1.49% | ||
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.38% | -0.06% | +252.87% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | -2.08% | |
| 47 | WRB | Wr Berkley CORP | 股票-金融 | 0.37% | — | — | |
| 48 | ✓ | 股票-其他 | 0.33% | — | +0.26% | ||
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.33% | +0.03% | +4.54% | |
| 50 | ✓ | 股票-其他 | 0.33% | — | -28.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | — | 減碼 |
| 2 | MAN | Manpowergroup Inc | +1% | — | 加碼 |
| 3 | ZBH | Zimmer Biomet Holdings Inc | +0.9% | NEW | 新建倉 |
| 4 | GT | Goodyear Tire & Rubber Co | +0.7% | +59.38% | 加碼 |
| 5 | BA | Boeing Co/the | +0.5% | +1.33% | 加碼 |
| 6 | CAG | Conagra Brands Inc | +0.3% | NEW | 新建倉 |
| 7 | PEP | Pepsico Inc | +0.3% | +252.87% | 加碼 |
| 8 | C | Citigroup Inc | +0.2% | -4.26% | 減碼 |
| 9 | APA | Apa CORP | +0.2% | — | 加碼 |
| 10 | WFC | Wells Fargo & Co | +0.2% | -10.62% | 減碼 |
| 11 | GTES | Gates Industrial Corporation plc | +0.2% | — | 減碼 |
| 12 | PFE | Pfizer Inc | +0.1% | +44.02% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.1% | — | 加碼 |
| 14 | ETN | Eaton Corporation plc | +0.1% | — | 加碼 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | — | 減碼 |
| 16 | DIS | Walt Disney Co/the | +0.1% | -4.48% | 減碼 |
| 17 | GM | General Motors Co | +0.1% | — | 減碼 |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | -4.15% | 減碼 |
| 19 | AAPL | Apple Inc | +0.1% | -1.74% | 減碼 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +5.44% | 加碼 |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | 加碼 |
| 22 | FISV | Fiserv Inc | +0.1% | -0.59% | 減碼 |
| 23 | BAC | Bank Of America CORP | 0% | -7.28% | 減碼 |
| 24 | AVGO | Broadcom Inc | -0.1% | -46.22% | 減碼 |
| 25 | HP | Helmerich & Payne | -0.1% | EXIT | 清倉 |
| 26 | NUE | Nucor CORP | -0.1% | — | 不變 |
| 27 | TGT | Target CORP | -0.1% | — | 加碼 |
| 28 | XOM | Exxon Mobil CORP | -0.1% | — | 減碼 |
| 29 | NFLX | Netflix Inc | -0.1% | — | 減碼 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 減碼 |
| 31 | META | Meta Platforms Inc-class A | -0.1% | -34.00% | 減碼 |
| 32 | NOW | Servicenow Inc | -0.1% | — | 減碼 |
| 33 | ADBE | Adobe Inc | -0.1% | — | 減碼 |
| 34 | AMD | Advanced Micro Devices | -0.1% | -14.04% | 減碼 |
| 35 | LLY | Eli Lilly & Co | -0.1% | — | 不變 |
| 36 | KSS | Kohls CORP | -0.1% | EXIT | 清倉 |
| 37 | MSFT | Microsoft CORP | -0.2% | -16.78% | 減碼 |
| 38 | HN9 | Hanesbrands Inc | -0.2% | -24.91% | 減碼 |
| 39 | HAL | Halliburton Co | -0.2% | -6.52% | 減碼 |
| 40 | BBY | Best Buy Co Inc | -0.3% | -0.99% | 減碼 |
| 41 | MDT | Medtronic plc | -0.3% | -4.53% | 減碼 |
| 42 | KHC | Kraft Heinz Co/the | -0.3% | -88.90% | 減碼 |
| 43 | KVUE | Kenvue Inc | -0.3% | -2.52% | 減碼 |
| 44 | VZ | Verizon Communications Inc | -0.3% | — | 減碼 |
| 45 | BLDR | Builders Firstsource Inc | -0.4% | -2.06% | 減碼 |
| 46 | MCS | Marcus Corporation | -0.4% | -38.60% | 減碼 |
| 47 | DOW | Dow Inc | -0.5% | +1.51% | 加碼 |
| 48 | OGN | Organon & Co | -0.6% | — | 加碼 |
| 49 | ATI | Ati Inc | -0.8% | — | 減碼 |
| 50 | NEM | Newmont CORP | -1% | -0.68% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，KLCM Advisors, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$12.7億，共申報了 175 個公開持股部位。
在 Q4 2024 季度，KLCM Advisors, Inc. 按市值排列的前三大核心持股分別為： (25.6%)、BA (3.6%)、C (3.6%)。其中最大持股部位 佔據整體投資組合約 25.6% 的權重。
在 Q4 2024 季度中，KLCM Advisors, Inc. 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 13 個部位、減碼 31 個部位以及清倉 2 個部位。 其中最大新建倉標的為 ZBH。 本季清倉部位包含 KSS。
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。