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: 0001803156
申報總市值
US$1.8億
US$1.8億
316 檔
35.7%
Menard Financial Group LLC 在 Q4 2024 季度的美股部位總計估值為 US$1.8億，分散於 316 個持倉標的之中，反映其市場參與廣度與投資規模。
Menard Financial Group LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 11 檔股票的新建倉與 20 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Menard Financial Group LLC 的前 5 大核心持股（包含 ZECP, NVDA, AMZN 等）合計佔整體申報市值的 35.7%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 316 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 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 21.25% | -2.39% | +2.90% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.68% | -0.96% | +1.49% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.01% | -0.41% | +6.08% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.43% | -0.63% | +13.04% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.92% | -0.56% | +2.13% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.77% | — | +3.42% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.00% | -0.25% | -0.13% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.88% | -0.45% | +2.47% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.50% | -0.06% | -0.29% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.48% | -0.53% | -0.45% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -0.50% | +20.07% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.46% | -0.47% | -0.31% | |
| 13 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 1.22% | -0.42% | -0.41% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | -0.08% | +0.26% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.17% | — | +0.10% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.09% | -0.75% | +11.99% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 1.08% | -0.07% | +47.22% | |
| 18 | AXON | Axon Enterprise Inc | 股票-工業 | 1.07% | -0.89% | EXIT | |
| 19 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.01% | +0.49% | +132.75% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.00% | -0.12% | -1.48% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.95% | +0.17% | -0.03% | |
| 22 | UBER | Uber Technologies Inc | 股票-工業 | 0.91% | -1.03% | +2.60% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.91% | — | +5.92% | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.90% | -0.34% | -0.36% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.88% | +0.04% | +0.09% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.02% | +1.37% | |
| 27 | CACI | Caci International Inc -cl A | 股票-科技 | 0.87% | -0.23% | +25.33% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.83% | -0.07% | +0.17% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.72% | -0.07% | +8.26% | |
| 30 | EME | Emcor Group Inc | 股票-工業 | 0.69% | — | +21.19% | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 0.68% | +0.27% | +0.26% | |
| 32 | COP | Conocophillips | 股票-能源 | 0.67% | — | +12.93% | |
| 33 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.64% | — | +0.35% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.64% | — | +0.55% | |
| 35 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.63% | -0.77% | EXIT | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.62% | -0.21% | -0.40% | |
| 37 | APO | Apollo Global Management Inc | 股票-金融 | 0.57% | — | +0.43% | |
| 38 | DE | Deere & Co | 股票-工業 | 0.56% | +0.05% | +0.46% | |
| 39 | BR | Broadridge Financial Solutio | 股票-科技 | 0.55% | — | +4.39% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | -0.03% | +1.18% | |
| 41 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.54% | -0.15% | +28.70% | |
| 42 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.53% | — | +11.92% | |
| 43 | MANH | Manhattan Associates Inc | 股票-科技 | 0.50% | — | +28.67% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.63% | EXIT | |
| 45 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.49% | — | — | |
| 46 | APP | Applovin Corp-class A | 股票-科技 | 0.48% | — | +29.20% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.10% | +0.23% | |
| 48 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.47% | -0.17% | -0.35% | |
| 49 | NFLX | Netflix Inc | 股票-通訊服務 | 0.45% | -1.46% | EXIT | |
| 50 | P | Everpure Inc-a | 股票-科技 | 0.40% | — | +17.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.6% | +11.99% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.6% | +47.22% | 加碼 |
| 3 | TEAM | Atlassian Corp-cl A | +0.5% | NEW | 新建倉 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +6.08% | 加碼 |
| 5 | MRVL | Marvell Technology Inc | +0.4% | NEW | 新建倉 |
| 6 | AVGO | Broadcom Inc | +0.4% | -0.13% | 減碼 |
| 7 | APP | Applovin Corp-class A | +0.3% | +29.20% | 加碼 |
| 8 | EMR | Emerson Electric Co | +0.3% | NEW | 新建倉 |
| 9 | AXON | Axon Enterprise Inc | +0.3% | — | 不變 |
| 10 | NET | Cloudflare Inc - Class A | +0.3% | NEW | 新建倉 |
| 11 | HUBS | Hubspot Inc | +0.2% | NEW | 新建倉 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | 新建倉 |
| 13 | BXP | Bxp Inc | +0.2% | NEW | 新建倉 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +13.04% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.2% | +1.49% | 加碼 |
| 16 | PYPL | Paypal Holdings Inc | +0.1% | NEW | 新建倉 |
| 17 | INTA | Intapp Inc | +0.1% | NEW | 新建倉 |
| 18 | FIVN | Five9 Inc | +0.1% | NEW | 新建倉 |
| 19 | NOW | Servicenow Inc | +0.1% | NEW | 新建倉 |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | +132.75% | 加碼 |
| 21 | TMUS | T-mobile US Inc | +0.1% | +28.70% | 加碼 |
| 22 | EME | Emcor Group Inc | +0.1% | +21.19% | 加碼 |
| 23 | APO | Apollo Global Management Inc | +0.1% | +0.43% | 加碼 |
| 24 | SPOT | Spotify Technology S.A. | +0.1% | +11.92% | 加碼 |
| 25 | P | Everpure Inc-a | +0.1% | +17.50% | 加碼 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.29% | 減碼 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +0.26% | 加碼 |
| 28 | XOM | Exxon Mobil CORP | 0% | +20.07% | 加碼 |
| 29 | AAPL | Apple Inc | — | +2.47% | 加碼 |
| 30 | DDOG | Datadog Inc - Class A | -0.1% | -95.04% | 減碼 |
| 31 | SB9 | Sitio Royalties Corp-a | -0.2% | -34.99% | 減碼 |
| 32 | MCHP | Microchip Technology Inc | -0.2% | EXIT | 清倉 |
| 33 | HCA | Hca Healthcare Inc | -0.2% | +0.65% | 加碼 |
| 34 | DOW | Dow Inc | -0.2% | -65.17% | 減碼 |
| 35 | AMD | Advanced Micro Devices | -0.2% | -5.89% | 減碼 |
| 36 | MRO* | Marathon Oil CORP | -0.3% | EXIT | 清倉 |
| 37 | HII | Huntington Ingalls Industrie | -0.3% | -98.26% | 減碼 |
| 38 | UBER | Uber Technologies Inc | -0.3% | +2.60% | 加碼 |
| 39 | UNH | Unitedhealth Group Inc | -0.3% | +0.10% | 加碼 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +0.55% | 加碼 |
| 41 | FCX | Freeport-mcmoran Inc | -0.3% | -99.84% | 減碼 |
| 42 | CE | Celanese CORP | -0.3% | -99.57% | 減碼 |
| 43 | TJX | Tjx Companies Inc | -0.4% | -81.91% | 減碼 |
| 44 | PHM | Pultegroup Inc | -0.4% | -98.78% | 減碼 |
| 45 | RCL | Royal Caribbean Cruises Ltd. | -0.5% | -99.66% | 減碼 |
| 46 | CDNS | Cadence Design Sys Inc | -0.5% | -99.73% | 減碼 |
| 47 | TFC | Truist Financial CORP | -0.5% | -99.35% | 減碼 |
| 48 | AMAT | Applied Materials Inc | -0.7% | -97.99% | 減碼 |
| 49 | XLE | Ss Energy Select Sector | -0.7% | -99.39% | 減碼 |
| 50 | ZECP | Zacks Earnings Consistent Po | -1.7% | +2.90% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Menard Financial Group LLC 在 Q4 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 316 個公開持股部位。
在 Q4 2024 季度，Menard Financial Group LLC 按市值排列的前三大核心持股分別為：ZECP (21.3%)、NVDA (7.7%)、AMZN (4.0%)。其中最大持股部位 ZECP 佔據整體投資組合約 21.3% 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
TEAM
市值: US$81.0萬
本季最大獲利了結 / 清倉標的
MRO*
前期市值: US$44.1萬
在 Q4 2024 季度中，Menard Financial Group LLC 共進行了 49 項持倉異動，包含新建倉 11 個部位、加碼 20 個部位、減碼 16 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TEAM。 本季清倉部位包含 MRO*。
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。