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: 0001803566
申報總市值
US$3.6億
US$3.6億
110 檔
20.0%
在 Q4 2024 申報期間，MADDEN SECURITIES Corp（CIK: 0001803566）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$3.6億，共持有 110 個公開申報部位。
觀察 Q4 2024 的資金脈絡，MADDEN SECURITIES Corp 在獲利結算 6 檔個股的同時，將資本重新部署至 14 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，MADDEN SECURITIES Corp 的前 5 大核心持股（包含 JEPQ, JEPI, MSTR 等）合計佔整體申報市值的 20.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 7.46% | -1.66% | +8.34% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 6.63% | — | +3.65% | |
| 3 | MSTR | Strategy Inc | 股票-科技 | 5.37% | -0.69% | -1.33% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.10% | +0.19% | +0.22% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.20% | +0.23% | -25.40% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.47% | -0.36% | +210.14% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.21% | +0.14% | -0.06% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.05% | -0.05% | +286.86% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.75% | +0.54% | -7.54% | |
| 10 | ENB | Enbridge Inc | 股票-能源 | 2.68% | -0.22% | -0.03% | |
| 11 | CMA | Comerica Inc | 股票-其他 | 2.40% | — | -5.00% | |
| 12 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密貨幣 | 2.06% | -0.25% | +389.70% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 2.01% | -0.58% | +4.97% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.80% | +0.14% | -15.64% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.73% | -0.28% | -9.28% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.22% | -1.22% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.70% | +0.99% | +90.09% | |
| 18 | WMB | Williams Cos Inc | 股票-能源 | 1.62% | +0.06% | NEW | |
| 19 | AR | Antero Resources CORP | 股票-能源 | 1.47% | — | -29.01% | |
| 20 | ASML | ASML Holding N.V. | 股票-科技 | 1.33% | +0.28% | +8.76% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.27% | — | +0.24% | |
| 22 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 1.18% | -0.17% | — | |
| 23 | OHI | Omega Healthcare Investors | 股票-房地產 | 1.16% | — | -0.26% | |
| 24 | WDS | Woodside Energy Group-adr | 股票-其他 | 1.11% | — | -19.17% | |
| 25 | AVAV | Aerovironment Inc | 股票-工業 | 1.11% | -0.72% | -10.92% | |
| 26 | MTN | Vail Resorts Inc | 股票-循環性消費 | 1.06% | — | — | |
| 27 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.03% | — | +39.11% | |
| 28 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.01% | +0.30% | +1074.42% | |
| 29 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.01% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -1.21% | EXIT | |
| 31 | DOW | Dow Inc | 股票-原物料 | 0.98% | — | +66.17% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.95% | +0.18% | +96.09% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.92% | +0.20% | +105.35% | |
| 34 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.89% | -0.10% | +5.40% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.84% | +0.02% | -3.85% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.81% | -0.09% | +0.11% | |
| 37 | BIPC | Brookfield Infrastructure-a | 股票-公用事業 | 0.81% | — | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.72% | -0.12% | -3.66% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.65% | -0.13% | +196.44% | |
| 40 | PNW | Pinnacle West Capital | 股票-公用事業 | 0.64% | — | -4.43% | |
| 41 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.63% | -0.01% | — | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.60% | +0.40% | -18.58% | |
| 43 | MLM | Martin Marietta Materials | 股票-原物料 | 0.58% | -0.05% | -0.18% | |
| 44 | MO | Altria Group Inc | 股票-非循環性消費 | 0.57% | -0.05% | +9.03% | |
| 45 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.54% | -0.12% | EXIT | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.53% | +0.07% | — | |
| 47 | TYL | Tyler Technologies Inc | 股票-科技 | 0.51% | -0.04% | -4.05% | |
| 48 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.50% | — | +256.38% | |
| 49 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.50% | — | -38.19% | |
| 50 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.50% | -0.01% | +10.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | +2% | -1.33% | 減碼 |
| 2 | ARKB | Ark 21shares Bitcoin ETF | +1.8% | +389.70% | 加碼 |
| 3 | GSK | Gsk Plc-spon Adr | +1.2% | NEW | 新建倉 |
| 4 | MTN | Vail Resorts Inc | +1.1% | NEW | 新建倉 |
| 5 | LYB | LyondellBasell Industries N.V. | +1% | NEW | 新建倉 |
| 6 | GBIL | Goldman Sachs Access Treasur | +0.9% | +1074.42% | 加碼 |
| 7 | BIPC | Brookfield Infrastructure-a | +0.8% | NEW | 新建倉 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +0.22% | 加碼 |
| 9 | BHP | Bhp Group Ltd-spon Adr | +0.4% | NEW | 新建倉 |
| 10 | JPIE | Jpmorgan Income ETF | +0.3% | +256.38% | 加碼 |
| 11 | ✓ | T-rex 2x Long Mstr Dailytarget ETF | +0.3% | NEW | 新建倉 |
| 12 | ITA | Ishares U.s. Aerospace & Def | +0.3% | NEW | 新建倉 |
| 13 | TSLA | Tesla Inc | +0.3% | -15.64% | 減碼 |
| 14 | BXSL | Blackstone Secured Lending F | +0.3% | +39.11% | 加碼 |
| 15 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +8.34% | 加碼 |
| 16 | DELL | Dell Technologies -c | +0.2% | NEW | 新建倉 |
| 17 | SMH | Vaneck Semiconductor ETF | +0.2% | NEW | 新建倉 |
| 18 | GE | General Electric | +0.2% | NEW | 新建倉 |
| 19 | BDX | Becton Dickinson And Co | +0.2% | NEW | 新建倉 |
| 20 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | +0.2% | NEW | 新建倉 |
| 21 | WMB | Williams Cos Inc | +0.1% | -1.38% | 減碼 |
| 22 | DOW | Dow Inc | +0.1% | +66.17% | 加碼 |
| 23 | EAT | Brinker International Inc | +0.1% | NEW | 新建倉 |
| 24 | ARGT | Global X Msci Argentina ETF | +0.1% | NEW | 新建倉 |
| 25 | HODL | Vaneck Bitcoin ETF | +0.1% | +0.83% | 加碼 |
| 26 | WHR | Whirlpool CORP | +0.1% | +28.71% | 加碼 |
| 27 | AAPL | Apple Inc | 0% | -0.06% | 減碼 |
| 28 | ENB | Enbridge Inc | -0.1% | -0.03% | 減碼 |
| 29 | SDA | Sealed Air CORP | -0.1% | EXIT | 清倉 |
| 30 | PAVE | Global X US Infrastructure | -0.1% | -49.38% | 減碼 |
| 31 | AKAM | Akamai Technologies Inc | -0.1% | -48.47% | 減碼 |
| 32 | SCHG | Schwab US Large-cap Growth | -0.1% | +286.86% | 加碼 |
| 33 | KHC | Kraft Heinz Co/the | -0.2% | EXIT | 清倉 |
| 34 | URA | Global X Uranium ETF | -0.2% | -65.11% | 減碼 |
| 35 | ABBV | Abbvie Inc | -0.2% | -3.85% | 減碼 |
| 36 | ASML | ASML Holding N.V. | -0.3% | +8.76% | 加碼 |
| 37 | CRL | Charles River Laboratories | -0.3% | -45.11% | 減碼 |
| 38 | QCOM | Qualcomm Inc | -0.3% | EXIT | 清倉 |
| 39 | GILD | Gilead Sciences Inc | -0.3% | -38.19% | 減碼 |
| 40 | CCI | Crown Castle Inc | -0.3% | -33.38% | 減碼 |
| 41 | OXY | Occidental Petroleum CORP | -0.3% | EXIT | 清倉 |
| 42 | JNJ | Johnson & Johnson | -0.3% | -66.79% | 減碼 |
| 43 | AR | Antero Resources CORP | -0.4% | -29.01% | 減碼 |
| 44 | SPHR | Sphere Entertainment Co | -0.5% | EXIT | 清倉 |
| 45 | WDS | Woodside Energy Group-adr | -0.5% | -19.17% | 減碼 |
| 46 | AVAV | Aerovironment Inc | -0.6% | -10.92% | 減碼 |
| 47 | BXMT | Blackstone Mortgage Tru-cl A | -0.9% | -79.86% | 減碼 |
| 48 | LLY | Eli Lilly & Co | -0.9% | -7.54% | 減碼 |
| 49 | 1939900D | Brookfield Infrastructure-a | -1% | EXIT | 清倉 |
| 50 | NVDA | Nvidia CORP | -1.3% | -25.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，MADDEN SECURITIES Corp 在 Q4 2024 季度的美股持倉總市值約為 US$3.6億，共申報了 110 個公開持股部位。
在 Q4 2024 季度，MADDEN SECURITIES Corp 按市值排列的前三大核心持股分別為：JEPQ (7.5%)、JEPI (6.6%)、MSTR (5.4%)。其中最大持股部位 JEPQ 佔據整體投資組合約 7.5% 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
GSK
市值: US$295.7萬
本季最大獲利了結 / 清倉標的
1939900D
前期市值: US$228.3萬
在 Q4 2024 季度中，MADDEN SECURITIES Corp 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 11 個部位、減碼 19 個部位以及清倉 6 個部位。 其中最大新建倉標的為 GSK。 本季清倉部位包含 1939900D。
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。