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: 0001213206
申報總市值
US$4.9億
US$4.9億
154 檔
27.9%
Q3 2024 季度申報顯示，Marathon Capital Management 揭露的美股組合總市值為 US$4.9億，涵蓋 154 個不同之權益投資部位。
在 Q3 2024，Marathon Capital Management 展現出較為審慎的避險與獲利了結姿態。本季共減碼 24 個部位並完全清倉 4 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Marathon Capital Management 的前 5 大持股（包含 TROW, AAPL, AZNN）貢獻了組合市值的 27.9%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | TROW | T Rowe Price Group Inc | 股票-金融 | 21.68% | +0.43% | -4.67% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.27% | -0.29% | -1.73% | |
| 3 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 3.08% | — | +0.70% | |
| 4 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 2.75% | -0.25% | -0.59% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -0.09% | -3.03% | |
| 6 | GLW | Corning Inc | 股票-科技 | 2.54% | +1.60% | -0.97% | |
| 7 | QCOM | Qualcomm Inc | 股票-科技 | 2.30% | -0.69% | -0.08% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.28% | -0.89% | +0.59% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.23% | +0.09% | -0.48% | |
| 10 | MET | Metlife Inc | 股票-金融 | 2.21% | +0.12% | -0.47% | |
| 11 | HLMN | Hillman Solutions CORP | 股票-其他 | 2.04% | -0.05% | EXIT | |
| 12 | FIS | Fidelity National Info Serv | 股票-科技 | 1.88% | -0.33% | -0.67% | |
| 13 | FANG | Diamondback Energy Inc | 股票-能源 | 1.75% | -0.56% | -1.89% | |
| 14 | O | Realty Income CORP | 股票-房地產 | 1.69% | -0.14% | +0.03% | |
| 15 | ZETA | Zeta Global Holdings Corp-a | 股票-科技 | 1.67% | +0.13% | -2.83% | |
| 16 | CPA | Copa Holdings, S.A. | 股票-其他 | 1.61% | +0.03% | +1.81% | |
| 17 | ENPH | Enphase Energy Inc | 股票-科技 | 1.58% | +0.08% | -0.91% | |
| 18 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.42% | -0.21% | — | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.36% | +0.12% | +139.86% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | -0.25% | -0.42% | |
| 21 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 1.18% | — | — | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | -0.10% | +0.10% | |
| 23 | CALX | Calix Inc | 股票-科技 | 1.14% | -0.27% | +33.65% | |
| 24 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 1.13% | — | +37.40% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | +0.01% | — | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.08% | +0.24% | +135.24% | |
| 27 | ANIP | Ani Pharmaceuticals Inc | 股票-其他 | 1.01% | -0.04% | -0.36% | |
| 28 | RIG | Transocean Ltd. | 股票-能源 | 0.99% | — | +22.64% | |
| 29 | ACA | Arcosa Inc | 股票-工業 | 0.97% | +0.25% | +3.69% | |
| 30 | TTI | Tetra Technologies Inc | 股票-其他 | 0.94% | +0.34% | +1.63% | |
| 31 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.91% | -0.31% | -0.95% | |
| 32 | DOW | Dow Inc | 股票-原物料 | 0.88% | — | -1.45% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.88% | -0.03% | -0.31% | |
| 34 | CECO | Ceco Environmental CORP | 股票-其他 | 0.85% | +0.43% | -14.72% | |
| 35 | ARCC | Ares Capital CORP | 股票-金融 | 0.84% | -0.55% | +0.12% | |
| 36 | HDSN | Hudson Technologies Inc | 股票-其他 | 0.81% | -0.03% | -1.30% | |
| 37 | PFE | Pfizer Inc | 股票-醫療保健 | 0.74% | -0.02% | +0.38% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | -0.05% | +0.14% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.70% | -0.08% | +2.76% | |
| 40 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.69% | -0.21% | +0.68% | |
| 41 | NPKI | Npk International Inc | 股票-其他 | 0.68% | -0.02% | +52.83% | |
| 42 | ABX | Barrick Gold CORP | 股票-金融 | 0.67% | — | -1.02% | |
| 43 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.67% | — | -20.54% | |
| 44 | KRNT | Kornit Digital Ltd. | 股票-其他 | 0.64% | — | -0.73% | |
| 45 | TRGP | Targa Resources CORP | 股票-能源 | 0.61% | -0.08% | -1.59% | |
| 46 | INVE | Identiv Inc | 股票-其他 | 0.60% | -0.01% | EXIT | |
| 47 | EVLV | Evolv Technologies Holdings | 股票-其他 | 0.52% | — | +0.47% | |
| 48 | LAND | Gladstone Land CORP | 股票-其他 | 0.52% | — | -0.26% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | +0.08% | -2.26% | |
| 50 | WY | Weyerhaeuser Co | 股票-房地產 | 0.48% | +0.03% | -1.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LULU | Lululemon Athletica Inc | +1.2% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.7% | +139.86% | 加碼 |
| 3 | ZETA | Zeta Global Holdings Corp-a | +0.6% | -2.83% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | +135.24% | 加碼 |
| 5 | ALSN | Allison Transmission Holding | +0.5% | -0.59% | 減碼 |
| 6 | IBM | Intl Business Machines CORP | +0.4% | -0.48% | 減碼 |
| 7 | DAR | Darling Ingredients Inc | +0.4% | NEW | 新建倉 |
| 8 | CALX | Calix Inc | +0.3% | +33.65% | 加碼 |
| 9 | KRNT | Kornit Digital Ltd. | +0.3% | -0.73% | 減碼 |
| 10 | MET | Metlife Inc | +0.2% | -0.47% | 減碼 |
| 11 | GLW | Corning Inc | +0.2% | -0.97% | 減碼 |
| 12 | HLMN | Hillman Solutions CORP | +0.2% | -1.72% | 減碼 |
| 13 | O | Realty Income CORP | +0.2% | +0.03% | 加碼 |
| 14 | FMX | Fomento Economico Mex-sp Adr | +0.2% | +37.40% | 加碼 |
| 15 | EVLV | Evolv Technologies Holdings | +0.2% | +0.47% | 加碼 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | 新建倉 |
| 17 | NPKI | Npk International Inc | +0.1% | +52.83% | 加碼 |
| 18 | ENB | Enbridge Inc | +0.1% | +169.37% | 加碼 |
| 19 | TXO | Txo Partners LP | +0.1% | NEW | 新建倉 |
| 20 | AAPL | Apple Inc | +0.1% | -1.73% | 減碼 |
| 21 | ACA | Arcosa Inc | +0.1% | +3.69% | 加碼 |
| 22 | CIVI | Civitas Resources Inc | +0.1% | NEW | 新建倉 |
| 23 | ENPH | Enphase Energy Inc | +0.1% | -0.91% | 減碼 |
| 24 | FIS | Fidelity National Info Serv | +0.1% | -0.67% | 減碼 |
| 25 | WTW | Willis Towers Watson Public Limited Company | +0.1% | — | 不變 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.42% | 減碼 |
| 27 | MXL | Maxlinear Inc | +0.1% | NEW | 新建倉 |
| 28 | ABX | Barrick Gold CORP | +0.1% | -1.02% | 減碼 |
| 29 | YOU | Clear Secure Inc -class A | +0.1% | — | 不變 |
| 30 | JNJ | Johnson & Johnson | +0.1% | +0.10% | 加碼 |
| 31 | CB | Chubb Limited | +0.1% | +2.76% | 加碼 |
| 32 | GLD | Spdr Gold Shares | +0.1% | +0.68% | 加碼 |
| 33 | WY | Weyerhaeuser Co | +0.1% | -1.01% | 減碼 |
| 34 | CEF | Sprott Physical Gold And Sil | 0% | -0.95% | 減碼 |
| 35 | BXP | Bxp Inc | -0.1% | EXIT | 清倉 |
| 36 | WWW | Wolverine World Wide Inc | -0.1% | EXIT | 清倉 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -0.31% | 減碼 |
| 38 | TTI | Tetra Technologies Inc | -0.1% | +1.63% | 加碼 |
| 39 | SYM | Symbotic Inc | -0.2% | -5.53% | 減碼 |
| 40 | INVE | Identiv Inc | -0.2% | -1.21% | 減碼 |
| 41 | CECO | Ceco Environmental CORP | -0.2% | -14.72% | 減碼 |
| 42 | CVX | Chevron CORP | -0.3% | +0.59% | 加碼 |
| 43 | SSYS | Stratasys Ltd. | -0.3% | EXIT | 清倉 |
| 44 | MSFT | Microsoft CORP | -0.3% | -3.03% | 減碼 |
| 45 | PGNY | Progyny Inc | -0.4% | EXIT | 清倉 |
| 46 | ATEC | Alphatec Holdings Inc | -0.4% | -8.29% | 減碼 |
| 47 | FANG | Diamondback Energy Inc | -0.4% | -1.89% | 減碼 |
| 48 | WBD | Warner Bros Discovery Inc | -0.4% | -94.99% | 減碼 |
| 49 | QCOM | Qualcomm Inc | -0.5% | -0.08% | 減碼 |
| 50 | TROW | T Rowe Price Group Inc | -3.6% | -4.67% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Marathon Capital Management 在 Q3 2024 季度的美股持倉總市值約為 US$4.9億，共申報了 154 個公開持股部位。
在 Q3 2024 季度，Marathon Capital Management 按市值排列的前三大核心持股分別為：TROW (21.7%)、AAPL (3.3%)、AZNN (3.1%)。其中最大持股部位 TROW 佔據整體投資組合約 21.7% 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
LULU
市值: US$487.8萬
本季最大獲利了結 / 清倉標的
PGNY
前期市值: US$137.6萬
在 Q3 2024 季度中，Marathon Capital Management 共進行了 48 項持倉異動，包含新建倉 6 個部位、加碼 14 個部位、減碼 24 個部位以及清倉 4 個部位。 其中最大新建倉標的為 LULU。 本季清倉部位包含 PGNY。
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。