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: 0001839430
申報總市值
US$10.7億
US$10.7億
133 檔
14.2%
在 Q3 2024 的 13F 官方備案中，Oak Harvest Investment Services 管理的美股投資組合規模來到 US$10.7億，整體持股檔數為 133 檔。
Q3 2024 數據顯示 Oak Harvest Investment Services 積極進場，新開立 10 個部位並同步加碼 19 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Oak Harvest Investment Services 的前 5 大核心持股（包含 VGSH, VOO, VYM 等）合計佔整體申報市值的 14.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 6.43% | -0.52% | -10.56% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.81% | -0.07% | +4.29% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.42% | -0.20% | +2.60% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.15% | +0.41% | -35.64% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.02% | +0.51% | +9.66% | |
| 6 | WMT | Walmart Inc | 股票-非循環性消費 | 2.12% | +0.36% | +5.62% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 2.11% | +0.58% | +4.81% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.05% | -0.07% | -2.30% | |
| 9 | DUK | Duke Energy CORP | 股票-公用事業 | 1.89% | -0.18% | +24.91% | |
| 10 | UNP | Union Pacific CORP | 股票-工業 | 1.80% | +0.03% | +11.51% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.73% | -0.35% | +46.79% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | -0.04% | -2.05% | |
| 13 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.71% | -0.24% | +1.10% | |
| 14 | CME | Cme Group Inc | 股票-金融 | 1.70% | +0.01% | +5.16% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.68% | -0.19% | +28.99% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.60% | -0.15% | +2.42% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.59% | -0.01% | -15.47% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.58% | +0.02% | -7.03% | |
| 19 | BLKCHF | Blackrock Inc | 股票-其他 | 1.56% | — | +8.80% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.53% | -0.03% | -4.87% | |
| 21 | NTRS | Northern Trust CORP | 股票-金融 | 1.42% | +0.01% | — | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 1.37% | -0.04% | -25.58% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.34% | -0.08% | +2.66% | |
| 24 | HON | Honeywell International Inc | 股票-工業 | 1.34% | — | +29.51% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.32% | -0.10% | +14.29% | |
| 26 | SUB | Ishares Short-term National | ETF-其他 | 1.30% | -0.08% | +12.40% | |
| 27 | FANG | Diamondback Energy Inc | 股票-能源 | 1.26% | -0.21% | +16.57% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.26% | -0.70% | -0.88% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 1.25% | -0.06% | -32.95% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 1.18% | -0.68% | +410.07% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 1.14% | -0.01% | -0.65% | |
| 32 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.14% | -0.45% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 1.12% | +0.04% | +19.12% | |
| 34 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.11% | — | — | |
| 35 | SLB | Slb LTD | 股票-能源 | 1.08% | — | -30.31% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.08% | +0.06% | -1.01% | |
| 37 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.05% | — | +10.82% | |
| 38 | ADI | Analog Devices Inc | 股票-科技 | 1.04% | +0.04% | -26.91% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.92% | -21.60% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | — | +15.74% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.97% | — | — | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.53% | +3.29% | |
| 43 | TGT | Target CORP | 股票-循環性消費 | 0.96% | — | — | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.93% | — | -35.38% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.92% | — | +6.82% | |
| 46 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.87% | -0.03% | EXIT | |
| 47 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.86% | — | — | |
| 48 | HPQ | Hp Inc | 股票-科技 | 0.81% | — | +0.97% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.78% | — | — | |
| 50 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.77% | +0.66% | -27.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NTRS | Northern Trust CORP | +1.4% | NEW | 新建倉 |
| 2 | AEM | Agnico Eagle Mines LTD | +1.1% | NEW | 新建倉 |
| 3 | DLR | Digital Realty Trust Inc | +1.1% | NEW | 新建倉 |
| 4 | PGR | Progressive CORP | +1% | NEW | 新建倉 |
| 5 | TGT | Target CORP | +1% | NEW | 新建倉 |
| 6 | KRE | Ss Spdr S&p Regional Bank | +0.9% | NEW | 新建倉 |
| 7 | BMY | Bristol-myers Squibb Co | +0.8% | NEW | 新建倉 |
| 8 | DUK | Duke Energy CORP | +0.5% | +24.91% | 加碼 |
| 9 | HCA | Hca Healthcare Inc | +0.4% | NEW | 新建倉 |
| 10 | BDX | Becton Dickinson And Co | +0.4% | NEW | 新建倉 |
| 11 | CVX | Chevron CORP | +0.4% | +46.79% | 加碼 |
| 12 | PEP | Pepsico Inc | +0.3% | +28.99% | 加碼 |
| 13 | WMT | Walmart Inc | +0.3% | +5.62% | 加碼 |
| 14 | BLKCHF | Blackrock Inc | +0.3% | +8.80% | 加碼 |
| 15 | CCI | Crown Castle Inc | +0.2% | NEW | 新建倉 |
| 16 | UNP | Union Pacific CORP | +0.2% | +11.51% | 加碼 |
| 17 | HON | Honeywell International Inc | +0.2% | +29.51% | 加碼 |
| 18 | ADBE | Adobe Inc | +0.2% | +500.00% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +9.66% | 加碼 |
| 20 | CFR | Cullen/frost Bankers Inc | +0.2% | +29.12% | 加碼 |
| 21 | CME | Cme Group Inc | +0.1% | +5.16% | 加碼 |
| 22 | VUG | Vanguard Growth ETF | +0.1% | +19.12% | 加碼 |
| 23 | NEE | Nextera Energy Inc | +0.1% | +6.03% | 加碼 |
| 24 | ORCL | Oracle CORP | +0.1% | -0.65% | 減碼 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | +15.74% | 加碼 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.29% | 加碼 |
| 27 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +2.60% | 加碼 |
| 28 | MS | Morgan Stanley | +0.1% | +4.81% | 加碼 |
| 29 | KMI | Kinder Morgan, Inc. | +0.1% | +1.10% | 加碼 |
| 30 | MU | Micron Technology Inc | -0.2% | EXIT | 清倉 |
| 31 | VRT | Vertiv Holdings Co-a | -0.2% | EXIT | 清倉 |
| 32 | AMD | Advanced Micro Devices | -0.3% | -52.24% | 減碼 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.3% | -11.32% | 減碼 |
| 34 | QCOM | Qualcomm Inc | -0.3% | -85.37% | 減碼 |
| 35 | ASML | ASML Holding N.V. | -0.3% | -59.34% | 減碼 |
| 36 | DXCM | Dexcom Inc | -0.4% | EXIT | 清倉 |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.4% | -35.38% | 減碼 |
| 38 | NVDA | Nvidia CORP | -0.4% | -21.60% | 減碼 |
| 39 | AMZN | Amazon.com Inc | -0.4% | -27.92% | 減碼 |
| 40 | ADI | Analog Devices Inc | -0.5% | -26.91% | 減碼 |
| 41 | NOBL | Proshares S&p 500 Dividend A | -0.5% | EXIT | 清倉 |
| 42 | ABT | Abbott Laboratories | -0.6% | -43.64% | 減碼 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -75.66% | 減碼 |
| 44 | AMGN | Amgen Inc | -0.7% | -32.95% | 減碼 |
| 45 | SLB | Slb LTD | -0.8% | -30.31% | 減碼 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | -0.9% | -82.69% | 減碼 |
| 47 | MA | Mastercard Inc - A | -1% | -72.09% | 減碼 |
| 48 | AVGO | Broadcom Inc | -1.2% | +410.07% | 加碼 |
| 49 | VGSH | Vanguard Short-term Treasury | -1.2% | -10.56% | 減碼 |
| 50 | AAPL | Apple Inc | -1.6% | -35.64% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Oak Harvest Investment Services 在 Q3 2024 季度的美股持倉總市值約為 US$10.7億，共申報了 133 個公開持股部位。
在 Q3 2024 季度，Oak Harvest Investment Services 按市值排列的前三大核心持股分別為：VGSH (6.4%)、VOO (5.8%)、VYM (3.4%)。其中最大持股部位 VGSH 佔據整體投資組合約 6.4% 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
NTRS
市值: US$989.4萬
本季最大獲利了結 / 清倉標的
NOBL
前期市值: US$330.7萬
在 Q3 2024 季度中，Oak Harvest Investment Services 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 19 個部位、減碼 17 個部位以及清倉 4 個部位。 其中最大新建倉標的為 NTRS。 本季清倉部位包含 NOBL。
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。