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: 0001977602
申報總市值
US$100.2億
US$100.2億
369 檔
12.4%
在 Q4 2024 的 13F 官方備案中，Ofi Invest Asset Management 管理的美股投資組合規模來到 US$100.2億，整體持股檔數為 369 檔。
Q4 2024 數據顯示 Ofi Invest Asset Management 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。
在資產配置集中度方面，Ofi Invest Asset Management 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合計佔整體申報市值的 12.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 369 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 | NVDA | Nvidia CORP | 股票-科技 | 8.29% | -0.03% | +16.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.94% | +1.00% | +24.52% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.69% | -2.49% | -10.93% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.82% | +2.66% | +4.12% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.65% | -1.09% | +1499.28% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.55% | -1.74% | +28.72% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.17% | +0.97% | -17.56% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.19% | -19.46% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.83% | +0.19% | +9.85% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.54% | -0.23% | +2.62% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 1.52% | +0.08% | +56.29% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.48% | +1.27% | +3.80% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.48% | -0.23% | +75.46% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.43% | -0.19% | +4.53% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.43% | +0.60% | +8.87% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.41% | +0.74% | +111.90% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 1.29% | -0.03% | -23.21% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | +0.06% | -0.36% | |
| 19 | SLB | Slb LTD | 股票-能源 | 1.14% | -0.26% | +20.37% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 1.12% | -0.15% | +17.17% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 1.12% | -0.69% | +1432.87% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.09% | +0.08% | -36.75% | |
| 23 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.07% | +0.24% | -20.78% | |
| 24 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 1.04% | — | +2931.59% | |
| 25 | CARR | Carrier Global CORP | 股票-工業 | 1.03% | — | +48.53% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.96% | +0.37% | -19.89% | |
| 27 | MRVL | Marvell Technology Inc | 股票-科技 | 0.92% | +0.02% | +79.31% | |
| 28 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 0.91% | -0.14% | +114150.46% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.89% | -0.20% | +19.30% | |
| 30 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.88% | -0.17% | +3.91% | |
| 31 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.86% | -0.01% | +1333.09% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.86% | +1.01% | +50.39% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.82% | -0.36% | +2.44% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | -0.11% | -34.46% | |
| 35 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.82% | +0.02% | +5495.52% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.81% | -0.11% | +2.75% | |
| 37 | RSG | Republic Services Inc | 股票-工業 | 0.80% | -0.16% | +2.46% | |
| 38 | PLD | Prologis Inc | 股票-房地產 | 0.78% | -0.12% | +4.89% | |
| 39 | HAL | Halliburton Co | 股票-能源 | 0.77% | -0.01% | +36.74% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.77% | -0.60% | +274.78% | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.77% | +0.04% | +64.76% | |
| 42 | PH | Parker Hannifin CORP | 股票-工業 | 0.76% | +0.34% | +2256.78% | |
| 43 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.75% | -0.03% | +4.77% | |
| 44 | XYL | Xylem Inc | 股票-工業 | 0.75% | -0.05% | +24.08% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.74% | -0.10% | +120.56% | |
| 46 | TRGP | Targa Resources CORP | 股票-能源 | 0.74% | -0.19% | -20.24% | |
| 47 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.73% | -0.02% | +19.53% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | +0.08% | -39.97% | |
| 49 | MET | Metlife Inc | 股票-金融 | 0.70% | -0.20% | +47.38% | |
| 50 | NUE | Nucor CORP | 股票-原物料 | 0.61% | — | +152.77% |
| # | 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% | +1499.28% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.2% | +16.42% | 加碼 |
| 3 | TSLA | Tesla Inc | +1.1% | +1432.87% | 加碼 |
| 4 | KDP | Keurig Dr Pepper Inc | +0.9% | +114150.46% | 加碼 |
| 5 | WMT | Walmart Inc | +0.9% | +111.90% | 加碼 |
| 6 | DECK | Deckers Outdoor CORP | +0.9% | +2931.59% | 加碼 |
| 7 | HPE | Hewlett Packard Enterprise | +0.8% | +5495.52% | 加碼 |
| 8 | CMG | Chipotle Mexican Grill Inc | +0.8% | +1333.09% | 加碼 |
| 9 | PH | Parker Hannifin CORP | +0.7% | +2256.78% | 加碼 |
| 10 | MS | Morgan Stanley | +0.7% | +56.29% | 加碼 |
| 11 | HD | Home Depot Inc | +0.7% | +75.46% | 加碼 |
| 12 | NFLX | Netflix Inc | +0.6% | +274.78% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.6% | +24.52% | 加碼 |
| 14 | GILD | Gilead Sciences Inc | +0.6% | +60204.50% | 加碼 |
| 15 | TFC | Truist Financial CORP | +0.6% | +66938.78% | 加碼 |
| 16 | MRVL | Marvell Technology Inc | +0.6% | +79.31% | 加碼 |
| 17 | EW | Edwards Lifesciences CORP | +0.5% | +2134.04% | 加碼 |
| 18 | XOM | Exxon Mobil CORP | +0.5% | NEW | 新建倉 |
| 19 | CEG | Constellation Energy | +0.4% | +6610.16% | 加碼 |
| 20 | FTV | Fortive CORP | +0.4% | NEW | 新建倉 |
| 21 | GS | Goldman Sachs Group Inc | +0.4% | +9.85% | 加碼 |
| 22 | HUBS | Hubspot Inc | +0.4% | +45778.18% | 加碼 |
| 23 | WING | Wingstop Inc | +0.4% | NEW | 新建倉 |
| 24 | DDOG | Datadog Inc - Class A | +0.4% | +5987.02% | 加碼 |
| 25 | KO | Coca-cola Co/the | +0.4% | +120.56% | 加碼 |
| 26 | DHI | Dr Horton Inc | +0.4% | +52325.24% | 加碼 |
| 27 | CARR | Carrier Global CORP | +0.3% | +48.53% | 加碼 |
| 28 | MET | Metlife Inc | +0.3% | +47.38% | 加碼 |
| 29 | PGR | Progressive CORP | +0.2% | +17.17% | 加碼 |
| 30 | MA | Mastercard Inc - A | +0.2% | +4.53% | 加碼 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +4.12% | 加碼 |
| 32 | AAPL | Apple Inc | -0.2% | -10.93% | 減碼 |
| 33 | DXCM | Dexcom Inc | -0.4% | -99.51% | 減碼 |
| 34 | EMR | Emerson Electric Co | -0.4% | -92.09% | 減碼 |
| 35 | ULTA | Ulta Beauty Inc | -0.4% | -98.93% | 減碼 |
| 36 | PRU | Prudential Financial Inc | -0.5% | -98.99% | 減碼 |
| 37 | MDLZ | Mondelez International Inc-a | -0.5% | -45.30% | 減碼 |
| 38 | ROP | Roper Technologies Inc | -0.5% | -99.78% | 減碼 |
| 39 | COST | Costco Wholesale CORP | -0.5% | -39.97% | 減碼 |
| 40 | ORCL | Oracle CORP | -0.5% | -36.75% | 減碼 |
| 41 | PG | Procter & Gamble Co/the | -0.5% | -34.46% | 減碼 |
| 42 | CRBG | Corebridge Financial Inc | -0.5% | EXIT | 清倉 |
| 43 | ADI | Analog Devices Inc | -0.6% | -88.86% | 減碼 |
| 44 | VZ | Verizon Communications Inc | -0.6% | -65.69% | 減碼 |
| 45 | YUM | Yum! Brands Inc | -0.8% | EXIT | 清倉 |
| 46 | AMD | Advanced Micro Devices | -0.8% | -70.21% | 減碼 |
| 47 | OTIS | Otis Worldwide CORP | -0.9% | -99.89% | 減碼 |
| 48 | PEP | Pepsico Inc | -1.5% | -99.21% | 減碼 |
| 49 | BLKCHF | Blackrock Inc | -1.6% | EXIT | 清倉 |
| 50 | AMZN | Amazon.com Inc | -3.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Ofi Invest Asset Management 在 Q4 2024 季度的美股持倉總市值約為 US$100.2億，共申報了 369 個公開持股部位。
在 Q4 2024 季度，Ofi Invest Asset Management 按市值排列的前三大核心持股分別為：NVDA (8.3%)、MSFT (7.9%)、AAPL (5.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.3% 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
XOM
市值: US$1942.2萬
本季最大獲利了結 / 清倉標的
AMZN
前期市值: US$1.4億
在 Q4 2024 季度中，Ofi Invest Asset Management 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 15 個部位以及清倉 4 個部位。 其中最大新建倉標的為 XOM。 本季清倉部位包含 AMZN。
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。