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: 0001729428
申報總市值
US$5.0億
US$5.0億
194 檔
16.3%
Monument Capital Management 在 Q3 2024 季度的美股部位總計估值為 US$5.0億，分散於 194 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2024 期間，Monument Capital Management 展現了靈活的資產再平衡步調，透過出清 10 檔弱勢或達到目標價部位，將資金轉置於 12 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 ITOT, VEA, QQQ）累計市值佔比達 16.3%，是驅動 Monument Capital Management 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.02% | -0.22% | -3.41% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.77% | -0.15% | -2.96% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.08% | -0.01% | -3.10% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.56% | -0.49% | -1.89% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.99% | -0.14% | -2.35% | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.77% | -0.13% | -1.98% | |
| 7 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.75% | — | -2.03% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.70% | -0.15% | -0.77% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.68% | -1.12% | EXIT | |
| 10 | PHM | Pultegroup Inc | 股票-循環性消費 | 1.67% | -0.01% | +0.41% | |
| 11 | CAT | Caterpillar Inc | 股票-工業 | 1.61% | -0.03% | +0.72% | |
| 12 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 1.45% | -0.01% | -0.30% | |
| 13 | FXO | First Trust Financial Alphad | ETF-其他 | 1.43% | — | -4.33% | |
| 14 | MUSA | Murphy USA Inc | 股票-循環性消費 | 1.42% | -0.03% | +0.31% | |
| 15 | EME | Emcor Group Inc | 股票-工業 | 1.42% | -0.25% | +0.67% | |
| 16 | GWW | Ww Grainger Inc | 股票-工業 | 1.41% | — | +1.01% | |
| 17 | FXR | First Trust Indst/producers | ETF-其他 | 1.41% | -0.14% | -3.87% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.39% | — | — | |
| 19 | XLB | Ss Materials Select Sector | ETF-其他 | 1.32% | — | -7.45% | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.31% | — | — | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.29% | +0.05% | +856.23% | |
| 22 | EVR | Evercore Inc - A | 股票-金融 | 1.20% | -0.01% | -0.83% | |
| 23 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.18% | — | +91.96% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | +0.11% | -3.48% | |
| 25 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.05% | +0.23% | — | |
| 26 | URI | United Rentals Inc | 股票-工業 | 1.02% | +0.05% | -0.09% | |
| 27 | HUBB | Hubbell Inc | 股票-工業 | 1.02% | — | +1.54% | |
| 28 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.00% | — | +0.82% | |
| 29 | MTG | Mgic Investment CORP | 股票-金融 | 1.00% | -0.14% | -0.00% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | -0.08% | -6.43% | |
| 31 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.98% | -0.03% | +1.81% | |
| 32 | PGR | Progressive CORP | 股票-金融 | 0.96% | -0.67% | +1.85% | |
| 33 | EXP | Eagle Materials Inc | 股票-原物料 | 0.95% | — | +1.72% | |
| 34 | BMI | Badger Meter Inc | 股票-科技 | 0.93% | — | +0.18% | |
| 35 | HRB | H&r Block Inc | 股票-循環性消費 | 0.93% | — | +0.96% | |
| 36 | CLH | Clean Harbors Inc | 股票-工業 | 0.90% | — | +0.75% | |
| 37 | CBT | Cabot CORP | 股票-原物料 | 0.87% | — | +2.06% | |
| 38 | PCAR | Paccar Inc | 股票-工業 | 0.86% | — | -2.20% | |
| 39 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.84% | -0.24% | +0.54% | |
| 40 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.84% | — | +505.90% | |
| 41 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.82% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.06% | -1.90% | |
| 43 | RL | Ralph Lauren CORP | 股票-循環性消費 | 0.81% | -0.12% | +2.61% | |
| 44 | RGA | Reinsurance Group Of America | 股票-金融 | 0.80% | — | +1.45% | |
| 45 | BLD | Topbuild CORP | 股票-工業 | 0.79% | — | +2.66% | |
| 46 | RS | Reliance Inc | 股票-原物料 | 0.77% | — | +2.39% | |
| 47 | RDN | Radian Group Inc | 股票-金融 | 0.72% | — | — | |
| 48 | LOPE | Grand Canyon Education Inc | 股票-非循環性消費 | 0.72% | — | +2.55% | |
| 49 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.71% | — | — | |
| 50 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.71% | — | +4.30% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +1.7% | NEW | 新建倉 |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.4% | NEW | 新建倉 |
| 3 | XLRE | Ss Real Estate Select Sector | +1.3% | NEW | 新建倉 |
| 4 | FIX | Comfort Systems USA Inc | +1.1% | NEW | 新建倉 |
| 5 | GDDY | Godaddy Inc - Class A | +0.8% | NEW | 新建倉 |
| 6 | RDN | Radian Group Inc | +0.7% | NEW | 新建倉 |
| 7 | HLI | Houlihan Lokey Inc | +0.7% | NEW | 新建倉 |
| 8 | ALL | Allstate CORP | +0.7% | NEW | 新建倉 |
| 9 | HIG | Hartford Insurance Group Inc | +0.7% | NEW | 新建倉 |
| 10 | PPC | Pilgrim's Pride CORP | +0.7% | NEW | 新建倉 |
| 11 | TT | Trane Technologies plc | +0.6% | +732.91% | 加碼 |
| 12 | CSL | Carlisle Cos Inc | +0.6% | NEW | 新建倉 |
| 13 | SYF | Synchrony Financial | +0.6% | NEW | 新建倉 |
| 14 | PHM | Pultegroup Inc | +0.3% | +0.41% | 加碼 |
| 15 | DHI | Dr Horton Inc | +0.2% | +0.82% | 加碼 |
| 16 | EXP | Eagle Materials Inc | +0.2% | +1.72% | 加碼 |
| 17 | COKE | Coca-cola Consolidated Inc | +0.2% | -0.30% | 減碼 |
| 18 | CAT | Caterpillar Inc | +0.2% | +0.72% | 加碼 |
| 19 | EME | Emcor Group Inc | +0.2% | +0.67% | 加碼 |
| 20 | URI | United Rentals Inc | +0.2% | -0.09% | 減碼 |
| 21 | EVR | Evercore Inc - A | +0.1% | -0.83% | 減碼 |
| 22 | PGR | Progressive CORP | +0.1% | +1.85% | 加碼 |
| 23 | CBT | Cabot CORP | +0.1% | +2.06% | 加碼 |
| 24 | GWW | Ww Grainger Inc | +0.1% | +1.01% | 加碼 |
| 25 | HUBB | Hubbell Inc | +0.1% | +1.54% | 加碼 |
| 26 | MTG | Mgic Investment CORP | +0.1% | -0.00% | 減碼 |
| 27 | HRB | H&r Block Inc | +0.1% | +0.96% | 加碼 |
| 28 | NRG | Nrg Energy Inc | +0.1% | +4.30% | 加碼 |
| 29 | BMI | Badger Meter Inc | +0.1% | +0.18% | 加碼 |
| 30 | WMT | Walmart Inc | +0.1% | +2.88% | 加碼 |
| 31 | AAPL | Apple Inc | 0% | -2.35% | 減碼 |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | -2.96% | 減碼 |
| 33 | ESRT | Empire State Realty Trust-a | -0.1% | EXIT | 清倉 |
| 34 | CVX | Chevron CORP | -0.2% | -50.31% | 減碼 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.48% | 減碼 |
| 36 | ITOT | Ishares Core S&p Total U.s. | -0.3% | -3.41% | 減碼 |
| 37 | MSFT | Microsoft CORP | -0.5% | -1.89% | 減碼 |
| 38 | FCFS | Firstcash Holdings Inc | -0.6% | EXIT | 清倉 |
| 39 | WOR | Worthington Enterprises Inc | -0.6% | EXIT | 清倉 |
| 40 | GAP | Gap Inc/the | -0.7% | EXIT | 清倉 |
| 41 | JBL | Jabil Inc | -0.7% | EXIT | 清倉 |
| 42 | LPLA | Lpl Financial Holdings Inc | -0.8% | EXIT | 清倉 |
| 43 | MPC | Marathon Petroleum CORP | -0.8% | -80.24% | 減碼 |
| 44 | PSX | Phillips 66 | -0.8% | EXIT | 清倉 |
| 45 | QCOM | Qualcomm Inc | -0.8% | -86.28% | 減碼 |
| 46 | AMAT | Applied Materials Inc | -0.9% | -88.41% | 減碼 |
| 47 | SMCIUSD | Super Micro Computer Inc | -1.1% | EXIT | 清倉 |
| 48 | XLC | Ss Comm Select Sector Spdr | -1.5% | EXIT | 清倉 |
| 49 | RSPT | Invesco S&p 500 Equal Weight | -1.5% | -77.31% | 減碼 |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Monument Capital Management 在 Q3 2024 季度的美股持倉總市值約為 US$5.0億，共申報了 194 個公開持股部位。
在 Q3 2024 季度，Monument Capital Management 按市值排列的前三大核心持股分別為：ITOT (8.0%)、VEA (4.8%)、QQQ (4.1%)。其中最大持股部位 ITOT 佔據整體投資組合約 8.0% 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
TLT
市值: US$608.5萬
本季最大獲利了結 / 清倉標的
BIL
前期市值: US$577.8萬
在 Q3 2024 季度中，Monument Capital Management 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 14 個部位、減碼 14 個部位以及清倉 10 個部位。 其中最大新建倉標的為 TLT。 本季清倉部位包含 BIL。
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。