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: 0001582151
申報總市值
US$16.2億
US$16.2億
403 檔
9.4%
在 Q4 2024 申報期間，Naples Global Advisors, LLC（CIK: 0001582151）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$16.2億，共持有 403 個公開申報部位。
Q4 2024 數據顯示 Naples Global Advisors, LLC 積極進場，新開立 3 個部位並同步加碼 28 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AAPL, AVGO, MSFT）累計市值佔比達 9.4%，是驅動 Naples Global Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 403 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 | 4.43% | -0.10% | -2.36% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.85% | +0.01% | -3.13% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.19% | +0.56% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.19% | -0.03% | +11.07% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.97% | -0.04% | +4.10% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.97% | +0.38% | -1.52% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.57% | -0.05% | -2.52% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.51% | -0.08% | +109.75% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | -0.05% | -0.66% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 1.21% | -0.03% | -0.45% | |
| 11 | GLW | Corning Inc | 股票-科技 | 1.05% | +1.02% | -0.48% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.03% | -0.03% | +5.41% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.00% | -0.07% | +2.17% | |
| 14 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.92% | -0.03% | -1.15% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.92% | -0.09% | +1.85% | |
| 16 | ACN | Accenture plc | 股票-科技 | 0.91% | -0.30% | +0.61% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | +0.11% | -1.56% | |
| 18 | AMGN | Amgen Inc | 股票-醫療保健 | 0.85% | -0.11% | +2.45% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.82% | -0.02% | +3.85% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.81% | -0.01% | -0.35% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.81% | -0.08% | -0.97% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.80% | +0.19% | +0.51% | |
| 23 | ADI | Analog Devices Inc | 股票-科技 | 0.80% | +0.04% | +0.14% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.41% | +1.11% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.78% | +0.11% | +3.28% | |
| 26 | BLK | Blackrock Inc | 股票-金融 | 0.77% | -0.08% | — | |
| 27 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.76% | -0.07% | -2.08% | |
| 28 | PAYX | Paychex Inc | 股票-科技 | 0.76% | -0.03% | -0.54% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.76% | -0.02% | +0.74% | |
| 30 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.74% | -0.18% | -0.26% | |
| 31 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.72% | -0.13% | +4.83% | |
| 32 | WSO | Watsco Inc | 股票-工業 | 0.72% | -0.01% | -1.34% | |
| 33 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.72% | -0.19% | -4.04% | |
| 34 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.71% | -0.06% | +11.70% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | -0.07% | -0.19% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.68% | +0.08% | +3.05% | |
| 37 | BX | Blackstone Inc | 股票-金融 | 0.68% | -0.04% | -1.57% | |
| 38 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.66% | -0.09% | -0.99% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | +0.07% | +14.77% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.63% | -0.01% | +1.87% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | -0.11% | +1.18% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.62% | -0.11% | +1.48% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.61% | -0.02% | -1.18% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.60% | -0.17% | -0.16% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | +0.02% | +5.47% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | +0.01% | +6.81% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.57% | -0.02% | +22.53% | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 0.57% | -0.08% | +0.07% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.56% | +0.01% | +2.63% | |
| 50 | REET | Ishares Global Reit ETF | ETF-其他 | 0.56% | -0.03% | +5.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.8% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.7% | -3.13% | 減碼 |
| 3 | LRCX | Lam Research CORP | +0.6% | NEW | 新建倉 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.3% | +11.07% | 加碼 |
| 5 | AAPL | Apple Inc | +0.2% | -2.36% | 減碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.52% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.66% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.77% | 加碼 |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +22.53% | 加碼 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.10% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +1.87% | 加碼 |
| 12 | CRM | Salesforce Inc | +0.1% | +8.76% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.1% | +13.39% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +0.51% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.1% | +5.47% | 加碼 |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | +2.29% | 加碼 |
| 17 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | NEW | 新建倉 |
| 18 | BX | Blackstone Inc | +0.1% | -1.57% | 減碼 |
| 19 | VGT | Vanguard Info Tech ETF | +0.1% | +3.28% | 加碼 |
| 20 | MUB | Ishares National Muni Bond E | +0.1% | +17.76% | 加碼 |
| 21 | MBB | Ishares Mbs ETF | +0.1% | +96.14% | 加碼 |
| 22 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | +0.55% | 加碼 |
| 23 | XOM | Exxon Mobil CORP | -0.1% | +1.11% | 加碼 |
| 24 | HD | Home Depot Inc | -0.1% | -0.45% | 減碼 |
| 25 | ADI | Analog Devices Inc | -0.1% | +0.14% | 加碼 |
| 26 | PFE | Pfizer Inc | -0.1% | -10.26% | 減碼 |
| 27 | DG | Dollar General CORP | -0.1% | -54.81% | 減碼 |
| 28 | STM | Stmicroelectronics Nv-ny Shs | -0.1% | -29.11% | 減碼 |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | +2.17% | 加碼 |
| 30 | CVS | Cvs Health CORP | -0.1% | -37.89% | 減碼 |
| 31 | JNJ | Johnson & Johnson | -0.1% | +1.18% | 加碼 |
| 32 | SCHF | Schwab Intl Equity ETF | -0.1% | +109.75% | 加碼 |
| 33 | UNH | Unitedhealth Group Inc | -0.1% | +3.05% | 加碼 |
| 34 | ABBV | Abbvie Inc | -0.1% | -0.35% | 減碼 |
| 35 | RIO | Rio Tinto Plc-spon Adr | -0.1% | +3.58% | 加碼 |
| 36 | INTC | Intel CORP | -0.1% | -72.15% | 減碼 |
| 37 | MDT | Medtronic plc | -0.1% | -4.71% | 減碼 |
| 38 | MRK | Merck & Co. Inc. | -0.1% | +1.85% | 加碼 |
| 39 | NEE | Nextera Energy Inc | -0.1% | +1.48% | 加碼 |
| 40 | KLAC | Kla CORP | -0.1% | +0.47% | 加碼 |
| 41 | CCI | Crown Castle Inc | -0.1% | -1.93% | 減碼 |
| 42 | LDOS | Leidos Holdings Inc | -0.1% | -4.04% | 減碼 |
| 43 | LMT | Lockheed Martin CORP | -0.1% | -0.16% | 減碼 |
| 44 | AMAT | Applied Materials Inc | -0.1% | +1.21% | 加碼 |
| 45 | AMD | Advanced Micro Devices | -0.2% | +0.21% | 加碼 |
| 46 | MCHP | Microchip Technology Inc | -0.2% | +3.15% | 加碼 |
| 47 | LLY | Eli Lilly & Co | -0.2% | -1.56% | 減碼 |
| 48 | AMGN | Amgen Inc | -0.2% | +2.45% | 加碼 |
| 49 | LRCXEUR | Lam Research CORP | -0.6% | EXIT | 清倉 |
| 50 | BLKCHF | Blackrock Inc | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Naples Global Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$16.2億，共申報了 403 個公開持股部位。
在 Q4 2024 季度，Naples Global Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (4.4%)、AVGO (2.9%)、MSFT (2.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.4% 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
BLK
市值: US$818.4萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$753.5萬
在 Q4 2024 季度中，Naples Global Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 28 個部位、減碼 17 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。