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: 0001764807
申報總市值
US$23.7億
US$23.7億
191 檔
3.0%
根據最新整理的 13F 季度數據集，New Age Alpha Advisors, LLC 於 Q3 2024 結束時的管理資產規模為 US$23.7億。該機構在本季度申報了 191 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，New Age Alpha Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 113 個新部位，並對 32 個既有持股進行加碼（合計增持 145 檔），相較減碼與清倉部位顯著佔優。
整體而言，New Age Alpha Advisors, LLC 的前 5 大持股（包含 TSM, AMZN, SHEL）貢獻了組合市值的 3.0%，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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 11.27% | -0.07% | +10.11% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 9.36% | -0.20% | — | |
| 3 | SHEL | Shell Plc-adr | 股票-能源 | 7.80% | — | — | |
| 4 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 7.49% | — | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 6.43% | -0.43% | +43.01% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.99% | -0.33% | +49.92% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 4.12% | -0.21% | +3879.15% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | -0.09% | +149.78% | |
| 9 | SNPS | Synopsys Inc | 股票-科技 | 3.02% | +0.01% | NEW | |
| 10 | ARM | Arm Holdings Plc-adr | 股票-科技 | 2.98% | — | — | |
| 11 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.94% | -0.01% | — | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 2.83% | +0.63% | — | |
| 13 | AKX | Ansys Inc | 股票-其他 | 2.66% | — | — | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.51% | +0.15% | +150.00% | |
| 15 | GM | General Motors Co | 股票-循環性消費 | 2.27% | -0.02% | -15.00% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.20% | — | — | |
| 17 | LYFT | Lyft Inc-a | 股票-科技 | 2.13% | — | +55.56% | |
| 18 | DELL | Dell Technologies -c | 股票-科技 | 1.77% | — | +25.00% | |
| 19 | PLD | Prologis Inc | 股票-房地產 | 1.51% | -0.04% | — | |
| 20 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.48% | +0.09% | +25.00% | |
| 21 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 1.45% | — | +275.00% | |
| 22 | MRVL | Marvell Technology Inc | 股票-科技 | 1.29% | — | — | |
| 23 | STLA | Stellantis N.V. | 股票-循環性消費 | 1.24% | — | — | |
| 24 | MU | Micron Technology Inc | 股票-科技 | 1.24% | +1.11% | +100.00% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 1.02% | -0.01% | +100.00% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 1.01% | +0.11% | — | |
| 27 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 0.90% | — | — | |
| 28 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.69% | -0.08% | EXIT | |
| 29 | ENTG | Entegris Inc | 股票-科技 | 0.67% | +0.17% | NEW | |
| 30 | F | Ford Motor Co | 股票-循環性消費 | 0.64% | -0.09% | -59.40% | |
| 31 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 0.63% | — | — | |
| 32 | UBER | Uber Technologies Inc | 股票-工業 | 0.45% | -0.05% | -85.71% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | -0.04% | +5752.17% | |
| 34 | GEV | GE Vernova Inc. | 股票-工業 | 0.33% | — | — | |
| 35 | BE | Bloom Energy Corp- A | 股票-工業 | 0.31% | — | — | |
| 36 | USO | United States Oil Fund, LP | 股票-其他 | 0.30% | — | — | |
| 37 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.27% | — | — | |
| 38 | ARM | Arm Holdings plc | 股票-科技 | 0.22% | — | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.21% | -0.02% | — | |
| 40 | GRPN | Groupon, Inc. | 股票-其他 | 0.17% | — | +600.00% | |
| 41 | AVGO | Broadcom Inc. | 股票-科技 | 0.13% | — | +4566.67% | |
| 42 | DDOG | Datadog, Inc. | 股票-科技 | 0.10% | — | +500.00% | |
| 43 | ✓ | General Mtrs Co | 股票-其他 | 0.08% | — | — | |
| 44 | BBY | Best Buy Co., Inc. | 股票-循環性消費 | 0.08% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.07% | +0.14% | — | |
| 46 | UBER | Uber Technologies, Inc. | 股票-工業 | 0.06% | — | — | |
| 47 | ARM | Arm Holdings plc | 股票-科技 | 0.06% | — | — | |
| 48 | WSM | Williams-Sonoma, Inc. | 股票-循環性消費 | 0.05% | — | — | |
| 49 | ✓ | General Mtrs Co | 股票-其他 | 0.04% | — | — | |
| 50 | UBER | Uber Technologies, Inc. | 股票-工業 | 0.04% | — | +60.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +3.2% | +3879.15% | 加碼 |
| 2 | ARM | Arm Holdings Plc-adr | +3% | NEW | 新建倉 |
| 3 | NVDA | Nvidia CORP | +2.3% | +149.78% | 加碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +2.2% | NEW | 新建倉 |
| 5 | MSFT | Microsoft CORP | +2.2% | +43.01% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +2% | +49.92% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +1.9% | +10.11% | 加碼 |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +1.3% | +150.00% | 加碼 |
| 9 | PINS | Pinterest Inc- Class A | +1% | +275.00% | 加碼 |
| 10 | CPRI | Capri Holdings Limited | +0.9% | NEW | 新建倉 |
| 11 | LYFT | Lyft Inc-a | +0.8% | +55.56% | 加碼 |
| 12 | DDOG | Datadog Inc - Class A | +0.7% | NEW | 新建倉 |
| 13 | ENTG | Entegris Inc | +0.7% | NEW | 新建倉 |
| 14 | ORCL | Oracle CORP | +0.6% | +100.00% | 加碼 |
| 15 | CPRI | Capri Holdings Limited | +0.6% | NEW | 新建倉 |
| 16 | VRT | Vertiv Holdings Co-a | +0.5% | +25.00% | 加碼 |
| 17 | MU | Micron Technology Inc | +0.5% | +100.00% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.5% | — | 不變 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +5752.17% | 加碼 |
| 20 | BE | Bloom Energy Corp- A | +0.3% | NEW | 新建倉 |
| 21 | GEV | GE Vernova Inc. | +0.3% | — | 不變 |
| 22 | USO | United States Oil Fund, LP | +0.3% | NEW | 新建倉 |
| 23 | PLD | Prologis Inc | +0.3% | — | 不變 |
| 24 | TSM | Taiwan Semiconductor Manufacturing Company Limited | +0.3% | NEW | 新建倉 |
| 25 | DELL | Dell Technologies -c | +0.3% | +25.00% | 加碼 |
| 26 | AMD | Advanced Micro Devices | +0.3% | — | 不變 |
| 27 | ARM | Arm Holdings plc | +0.2% | — | 不變 |
| 28 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | 新建倉 |
| 29 | AKX | Ansys Inc | +0.2% | — | 不變 |
| 30 | GRPN | Groupon, Inc. | +0.2% | +600.00% | 加碼 |
| 31 | MRVL | Marvell Technology Inc | +0.2% | — | 不變 |
| 32 | AVGO | Broadcom Inc. | +0.1% | +4566.67% | 加碼 |
| 33 | DDOG | Datadog, Inc. | +0.1% | +500.00% | 加碼 |
| 34 | ✓ | General Mtrs Co | +0.1% | NEW | 新建倉 |
| 35 | BBY | Best Buy Co., Inc. | +0.1% | NEW | 新建倉 |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | 新建倉 |
| 37 | UBER | Uber Technologies, Inc. | +0.1% | NEW | 新建倉 |
| 38 | ARM | Arm Holdings plc | +0.1% | NEW | 新建倉 |
| 39 | WSM | Williams-Sonoma, Inc. | +0.1% | NEW | 新建倉 |
| 40 | ✓ | General Mtrs Co | 0% | NEW | 新建倉 |
| 41 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 0% | NEW | 新建倉 |
| 42 | ✓ | Invesco Qqq Trust | 0% | NEW | 新建倉 |
| 43 | DUK | Duke Energy CORP | 0% | NEW | 新建倉 |
| 44 | AEP | American Electric Power | 0% | NEW | 新建倉 |
| 45 | VST | Vistra Corp. | 0% | NEW | 新建倉 |
| 46 | ✓ | Capri Holdings Limited | 0% | NEW | 新建倉 |
| 47 | LIN | Linde plc | 0% | +200.00% | 加碼 |
| 48 | VRSN | Verisign Inc | 0% | +175.00% | 加碼 |
| 49 | COR | Cencora Inc | 0% | +187.80% | 加碼 |
| 50 | KO | Coca-cola Co/the | 0% | +198.79% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，New Age Alpha Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$23.7億，共申報了 191 個公開持股部位。
在 Q3 2024 季度，New Age Alpha Advisors, LLC 按市值排列的前三大核心持股分別為：TSM (11.3%)、AMZN (9.4%)、SHEL (7.8%)。其中最大持股部位 TSM 佔據整體投資組合約 11.3% 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
ARM
市值: US$500.5萬
本季最大獲利了結 / 清倉標的
AER
前期市值: US$3002.0萬
在 Q3 2024 季度中，New Age Alpha Advisors, LLC 共進行了 178 項持倉異動，包含新建倉 113 個部位、加碼 32 個部位、減碼 3 個部位以及清倉 30 個部位。 其中最大新建倉標的為 ARM。 本季清倉部位包含 AER。
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。