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。
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CIK: 0001582151
申報總市值
US$16.2億
US$16.2億
400 檔
8.6%
根據最新整理的 13F 季度數據集，Naples Global Advisors, LLC 於 Q3 2024 結束時的管理資產規模為 US$16.2億。該機構在本季度申報了 400 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Naples Global Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 29 個既有持股進行加碼（合計增持 31 檔），相較減碼與清倉部位顯著佔優。
整體而言，Naples Global Advisors, LLC 的前 5 大持股（包含 AAPL, MSFT, AVGO）貢獻了組合市值的 8.6%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 400 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 | AAPL | Apple Inc | 股票-科技 | 4.19% | -0.10% | -2.19% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.19% | -1.14% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.18% | +0.01% | +883.00% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.92% | -0.03% | +1.93% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.85% | -0.04% | +2.06% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.75% | +0.38% | -1.09% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.59% | -0.08% | +4.36% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.57% | -0.05% | -2.91% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | -0.05% | +0.02% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 1.26% | -0.03% | -0.30% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.07% | -0.07% | +2.75% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.04% | +0.11% | -1.59% | |
| 13 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.02% | -0.09% | +1.55% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 1.02% | -0.11% | -0.78% | |
| 15 | GLW | Corning Inc | 股票-科技 | 1.00% | +1.02% | +0.98% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.97% | -0.03% | +0.52% | |
| 17 | ACN | Accenture plc | 股票-科技 | 0.90% | -0.30% | +2.61% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.90% | -0.01% | -0.92% | |
| 19 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.89% | -0.03% | -2.01% | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 0.86% | +0.04% | -0.80% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | -0.41% | +0.72% | |
| 22 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.84% | -0.19% | -0.06% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.83% | -0.08% | +0.17% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.80% | -0.02% | +5.40% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.76% | +0.08% | -0.31% | |
| 26 | WSO | Watsco Inc | 股票-工業 | 0.75% | -0.01% | -1.11% | |
| 27 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.75% | -0.18% | -0.55% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.73% | -0.02% | +0.17% | |
| 29 | PAYX | Paychex Inc | 股票-科技 | 0.73% | -0.03% | +1.53% | |
| 30 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.72% | -0.07% | +0.07% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 0.72% | -0.17% | -0.20% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.72% | -0.11% | +2.54% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | +0.19% | +1.33% | |
| 34 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.71% | -0.13% | +4.16% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.71% | +0.11% | +2.27% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | -0.07% | -0.05% | |
| 37 | BLKCHF | Blackrock Inc | 股票-其他 | 0.70% | — | +0.44% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.11% | +2.00% | |
| 39 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.67% | -0.06% | +12.59% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.66% | +0.63% | -0.72% | |
| 41 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.64% | -0.13% | +2.30% | |
| 42 | SO | Southern Co/the | 股票-公用事業 | 0.62% | -0.08% | -0.38% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.61% | -0.04% | -0.75% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +0.80% | +3.77% | |
| 45 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.60% | -0.09% | -1.23% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工業 | 0.59% | +0.01% | +3.34% | |
| 47 | REET | Ishares Global Reit ETF | ETF-其他 | 0.59% | -0.03% | +6.89% | |
| 48 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.58% | — | +2.18% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.58% | -0.08% | -6.33% | |
| 50 | MCHP | Microchip Technology Inc | 股票-科技 | 0.58% | +0.06% | -0.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TEL | TE Connectivity plc | +0.2% | NEW | 新建倉 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +76.75% | 加碼 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.2% | +82.74% | 加碼 |
| 4 | PH | Parker Hannifin CORP | +0.1% | NEW | 新建倉 |
| 5 | HD | Home Depot Inc | +0.1% | -0.30% | 減碼 |
| 6 | LMT | Lockheed Martin CORP | +0.1% | -0.20% | 減碼 |
| 7 | ACN | Accenture plc | +0.1% | +2.61% | 加碼 |
| 8 | ORCL | Oracle CORP | +0.1% | +0.17% | 加碼 |
| 9 | NEE | Nextera Energy Inc | +0.1% | +2.54% | 加碼 |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +39.14% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.1% | +50.56% | 加碼 |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +30.73% | 加碼 |
| 13 | GLW | Corning Inc | +0.1% | +0.98% | 加碼 |
| 14 | BLKCHF | Blackrock Inc | +0.1% | +0.44% | 加碼 |
| 15 | SBUX | Starbucks CORP | +0.1% | +2.04% | 加碼 |
| 16 | CM | Can Imperial Bk Of Commerce | +0.1% | -1.41% | 減碼 |
| 17 | BX | Blackstone Inc | +0.1% | -0.75% | 減碼 |
| 18 | REET | Ishares Global Reit ETF | +0.1% | +6.89% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +14.15% | 加碼 |
| 20 | PKG | Packaging CORP Of America | +0.1% | -2.01% | 減碼 |
| 21 | INFY | Infosys Ltd-sp Adr | +0.1% | -0.55% | 減碼 |
| 22 | IGF | Ishares Global Infrastructur | +0.1% | +4.16% | 加碼 |
| 23 | PFFD | Global X US Preferred ETF | +0.1% | +12.59% | 加碼 |
| 24 | CCI | Crown Castle Inc | +0.1% | +2.42% | 加碼 |
| 25 | IBM | Intl Business Machines CORP | +0.1% | +1.49% | 加碼 |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +2.75% | 加碼 |
| 27 | ABBV | Abbvie Inc | +0.1% | -0.92% | 減碼 |
| 28 | PAYX | Paychex Inc | +0.1% | +1.53% | 加碼 |
| 29 | MCD | Mcdonald's CORP | +0.1% | -0.48% | 減碼 |
| 30 | RTX | Rtx CORP | +0.1% | -0.10% | 減碼 |
| 31 | AXP | American Express Co | +0.1% | -0.32% | 減碼 |
| 32 | SCHF | Schwab Intl Equity ETF | 0% | +4.36% | 加碼 |
| 33 | IWD | Ishares Russell 1000 Value E | 0% | +5.40% | 加碼 |
| 34 | UNH | Unitedhealth Group Inc | 0% | -0.31% | 減碼 |
| 35 | SAP | Sap Se-sponsored Adr | 0% | +0.07% | 加碼 |
| 36 | SO | Southern Co/the | 0% | -0.38% | 減碼 |
| 37 | JNJ | Johnson & Johnson | 0% | +2.00% | 加碼 |
| 38 | LDOS | Leidos Holdings Inc | 0% | -0.06% | 減碼 |
| 39 | CSCO | Cisco Systems Inc | 0% | +1.33% | 加碼 |
| 40 | AAPL | Apple Inc | 0% | -2.19% | 減碼 |
| 41 | VOO | Vanguard S&p 500 ETF | — | +2.06% | 加碼 |
| 42 | IVV | Ishares Core S&p 500 ETF | 0% | +1.93% | 加碼 |
| 43 | AVGO | Broadcom Inc | 0% | +883.00% | 加碼 |
| 44 | MCHP | Microchip Technology Inc | -0.1% | -0.80% | 減碼 |
| 45 | QCOM | Qualcomm Inc | -0.1% | +2.20% | 加碼 |
| 46 | AMAT | Applied Materials Inc | -0.2% | -0.72% | 減碼 |
| 47 | TEL | TE Connectivity plc | -0.2% | EXIT | 清倉 |
| 48 | LRCXEUR | Lam Research CORP | -0.2% | +2.18% | 加碼 |
| 49 | INTC | Intel CORP | -0.3% | -61.91% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.4% | -1.14% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Naples Global Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$16.2億，共申報了 400 個公開持股部位。
在 Q3 2024 季度，Naples Global Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (4.2%)、MSFT (2.9%)、AVGO (2.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.2% 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
TEL
市值: US$203.4萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$196.9萬
在 Q3 2024 季度中，Naples Global Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 29 個部位、減碼 18 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
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。