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
151 檔
14.8%
根據最新整理的 13F 季度數據集，Oak Harvest Investment Services 於 Q4 2024 結束時的管理資產規模為 US$10.7億。該機構在本季度申報了 151 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Oak Harvest Investment Services 操作展現出積極擴展與加碼意向。本季共新建倉 16 個新部位，並對 14 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
整體而言，Oak Harvest Investment Services 的前 5 大持股（包含 VGSH, VOO, AAPL）貢獻了組合市值的 14.8%，形成該機構在 Q4 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 6.42% | -0.52% | +4.30% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.58% | -0.07% | -3.01% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.56% | +0.41% | +8.26% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.31% | -0.20% | +0.05% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.19% | +0.51% | -4.44% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.53% | -0.68% | +64.36% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 2.35% | +0.36% | +2.11% | |
| 8 | MS | Morgan Stanley | 股票-金融 | 1.89% | +0.58% | -23.53% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.86% | -0.07% | -5.61% | |
| 10 | CME | Cme Group Inc | 股票-金融 | 1.76% | +0.01% | +1.18% | |
| 11 | UNP | Union Pacific CORP | 股票-工業 | 1.71% | +0.03% | +5.51% | |
| 12 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.65% | -0.24% | -19.87% | |
| 13 | NTRS | Northern Trust CORP | 股票-金融 | 1.62% | +0.01% | +3.11% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.50% | -0.01% | +1.10% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.49% | -0.15% | -7.12% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.04% | -11.96% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.43% | -0.08% | +13.55% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.43% | +0.04% | +23.02% | |
| 19 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.40% | — | +57.89% | |
| 20 | SUB | Ishares Short-term National | ETF-其他 | 1.35% | -0.08% | +7.65% | |
| 21 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.34% | -0.10% | +5.75% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.28% | -0.35% | -22.49% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.26% | +0.53% | +22.25% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.24% | +0.06% | +31.79% | |
| 25 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.21% | — | +2.30% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.18% | -0.03% | -21.55% | |
| 27 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.12% | -0.45% | +4.10% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工業 | 1.10% | -0.04% | -0.28% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | +0.92% | -0.71% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.09% | -0.70% | +0.05% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 1.09% | -0.01% | +0.70% | |
| 32 | ADI | Analog Devices Inc | 股票-科技 | 1.05% | +0.04% | +13.62% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.05% | +0.02% | -35.45% | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.03% | +0.66% | +17.65% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.01% | +0.23% | +23.67% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.99% | -0.21% | +52.13% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.97% | — | -31.78% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.96% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.92% | — | -3.26% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.92% | — | -4.38% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事業 | 0.91% | -0.18% | -47.22% | |
| 42 | FANG | Diamondback Energy Inc | 股票-能源 | 0.89% | -0.21% | -23.81% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.88% | — | -1.16% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.86% | — | +6.60% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.85% | -0.19% | -41.95% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.83% | — | +0.78% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.75% | -0.03% | EXIT | |
| 48 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.74% | -0.69% | EXIT | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.73% | -0.06% | -26.12% | |
| 50 | HPQ | Hp Inc | 股票-科技 | 0.73% | — | +1.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.4% | +64.36% | 加碼 |
| 2 | DIS | Walt Disney Co/the | +1% | NEW | 新建倉 |
| 3 | ETN | Eaton Corporation plc | +0.7% | NEW | 新建倉 |
| 4 | TXRH | Texas Roadhouse Inc | +0.6% | NEW | 新建倉 |
| 5 | KRE | Ss Spdr S&p Regional Bank | +0.5% | +57.89% | 加碼 |
| 6 | INTU | Intuit Inc | +0.5% | NEW | 新建倉 |
| 7 | AAPL | Apple Inc | +0.4% | +8.26% | 加碼 |
| 8 | FFIV | F5 Inc | +0.4% | +361.90% | 加碼 |
| 9 | BSX | Boston Scientific CORP | +0.4% | +262.45% | 加碼 |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.4% | NEW | 新建倉 |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | NEW | 新建倉 |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +705.51% | 加碼 |
| 13 | NOW | Servicenow Inc | +0.4% | NEW | 新建倉 |
| 14 | DELL | Dell Technologies -c | +0.4% | NEW | 新建倉 |
| 15 | SNOW | Snowflake Inc | +0.3% | NEW | 新建倉 |
| 16 | WYNN | Wynn Resorts LTD | +0.3% | NEW | 新建倉 |
| 17 | VUG | Vanguard Growth ETF | +0.3% | +23.02% | 加碼 |
| 18 | CHWY | Chewy Inc - Class A | +0.3% | NEW | 新建倉 |
| 19 | CSCO | Cisco Systems Inc | +0.3% | +22.25% | 加碼 |
| 20 | CAH | Cardinal Health Inc | +0.3% | NEW | 新建倉 |
| 21 | MCD | Mcdonald's CORP | +0.3% | +52.13% | 加碼 |
| 22 | HUBS | Hubspot Inc | +0.3% | NEW | 新建倉 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.3% | +23.67% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.3% | +17.65% | 加碼 |
| 25 | DDOG | Datadog Inc - Class A | +0.3% | NEW | 新建倉 |
| 26 | CRM | Salesforce Inc | +0.2% | +37.48% | 加碼 |
| 27 | GTLB | Gitlab Inc-cl A | +0.2% | NEW | 新建倉 |
| 28 | TWLO | Twilio Inc - A | +0.2% | NEW | 新建倉 |
| 29 | WMT | Walmart Inc | +0.2% | +2.11% | 加碼 |
| 30 | NTRS | Northern Trust CORP | +0.2% | +3.11% | 加碼 |
| 31 | JPM | Jpmorgan Chase & Co | +0.2% | -4.44% | 減碼 |
| 32 | LMT | Lockheed Martin CORP | -0.3% | -0.28% | 減碼 |
| 33 | MSFT | Microsoft CORP | -0.3% | -11.96% | 減碼 |
| 34 | AMAT | Applied Materials Inc | -0.3% | -47.80% | 減碼 |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | -0.4% | -21.55% | 減碼 |
| 36 | FANG | Diamondback Energy Inc | -0.4% | -23.81% | 減碼 |
| 37 | HON | Honeywell International Inc | -0.4% | -31.78% | 減碼 |
| 38 | BDX | Becton Dickinson And Co | -0.4% | EXIT | 清倉 |
| 39 | HCA | Hca Healthcare Inc | -0.4% | EXIT | 清倉 |
| 40 | REGN | Regeneron Pharmaceuticals | -0.4% | EXIT | 清倉 |
| 41 | CVX | Chevron CORP | -0.5% | -22.49% | 減碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.5% | EXIT | 清倉 |
| 43 | AMGN | Amgen Inc | -0.5% | -26.12% | 減碼 |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.5% | -35.45% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.8% | -41.95% | 減碼 |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.9% | EXIT | 清倉 |
| 47 | TGT | Target CORP | -1% | EXIT | 清倉 |
| 48 | DUK | Duke Energy CORP | -1% | -47.22% | 減碼 |
| 49 | HSY | Hershey Co/the | -1.1% | EXIT | 清倉 |
| 50 | BLKCHF | Blackrock Inc | -1.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Oak Harvest Investment Services 在 Q4 2024 季度的美股持倉總市值約為 US$10.7億，共申報了 151 個公開持股部位。
在 Q4 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 (5.6%)、AAPL (3.6%)。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
DIS
市值: US$686.6萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1085.9萬
在 Q4 2024 季度中，Oak Harvest Investment Services 共進行了 50 項持倉異動，包含新建倉 16 個部位、加碼 14 個部位、減碼 12 個部位以及清倉 8 個部位。 其中最大新建倉標的為 DIS。 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。