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: 0001269119
申報總市值
US$96.3億
US$96.3億
1152 檔
9.5%
根據最新整理的 13F 季度數據集，Oppenheimer Asset Management Inc. 於 Q4 2024 結束時的管理資產規模為 US$96.3億。該機構在本季度申報了 1152 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Oppenheimer Asset Management Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 25 個部位並完全清倉 4 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AMZN, BIL）占據了總市值的 9.5%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
VEU
市值: US$2318.3萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1471.6萬
僅顯示前 200 大持股（共 1152 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 | MSFT | Microsoft CORP | 股票-科技 | 3.43% | -0.31% | -0.77% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.23% | — | -10.21% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.05% | -0.31% | -3.41% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | +0.04% | -0.73% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.67% | +0.12% | -0.49% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 1.67% | -0.06% | -1.95% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | +0.12% | -2.06% | |
| 8 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 1.24% | +0.54% | -28.59% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.21% | -0.40% | -1.84% | |
| 10 | C | Citigroup Inc | 股票-金融 | 1.18% | -0.23% | +5.60% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | -0.04% | -0.66% | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 1.07% | -0.17% | -9.35% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.03% | +0.04% | -3.00% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | -0.16% | +0.80% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | +0.08% | +0.04% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 0.98% | -0.10% | -4.58% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.96% | -0.15% | -2.40% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.85% | +0.02% | +2.20% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.12% | -10.71% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 0.79% | -0.18% | -4.47% | |
| 21 | GM | General Motors Co | 股票-循環性消費 | 0.78% | -0.01% | -0.86% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.75% | +0.02% | +461.38% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | -0.17% | +9.21% | |
| 24 | MGA | Magna International Inc | 股票-循環性消費 | 0.64% | +0.07% | -8.99% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.62% | -0.09% | +7.01% | |
| 26 | DG | Dollar General CORP | 股票-非循環性消費 | 0.61% | +0.06% | +952.43% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | +0.26% | +57.50% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.58% | -0.02% | +12.70% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.58% | -0.08% | -2.59% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.22% | -15.68% | |
| 31 | LBTYA | Liberty Global Ltd. | 股票-其他 | 0.56% | -0.07% | +18.90% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.55% | -0.01% | -7.01% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.54% | -0.11% | -6.20% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.52% | +0.17% | +2.04% | |
| 35 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.52% | -0.29% | +1.83% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.10% | -6.74% | |
| 37 | FDX | Fedex CORP | 股票-工業 | 0.51% | -0.14% | -10.91% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.50% | -0.05% | +2.45% | |
| 39 | MDT | Medtronic plc | 股票-醫療保健 | 0.48% | -0.04% | -9.59% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.47% | +0.08% | -13.34% | |
| 41 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.46% | -0.17% | -2.81% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.46% | +0.21% | -15.04% | |
| 43 | UL | Unilever PLC | 股票-非循環性消費 | 0.45% | — | +1.47% | |
| 44 | T | At&t Inc | 股票-通訊服務 | 0.45% | -0.12% | -0.17% | |
| 45 | THO | Thor Industries Inc | 股票-循環性消費 | 0.44% | -0.01% | -1.47% | |
| 46 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.44% | -0.05% | +0.41% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.43% | -0.02% | +0.30% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | +0.01% | +39.39% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.42% | +0.09% | +1.98% | |
| 50 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.41% | -0.12% | +11.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.6% | +461.38% | 加碼 |
| 2 | DG | Dollar General CORP | +0.6% | +952.43% | 加碼 |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | NEW | 新建倉 |
| 4 | IWF | Ishares Russell 1000 Growth | +0.2% | +243.27% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | -0.73% | 減碼 |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 7 | V | Visa Inc-class A Shares | +0.2% | -1.95% | 減碼 |
| 8 | C | Citigroup Inc | +0.2% | +5.60% | 加碼 |
| 9 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 10 | LLY | Eli Lilly & Co | +0.2% | +57.50% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.1% | -10.71% | 減碼 |
| 12 | NFLX | Netflix Inc | +0.1% | -4.47% | 減碼 |
| 13 | AMZN | Amazon.com Inc | +0.1% | -10.21% | 減碼 |
| 14 | SHOP | Shopify Inc - Class A | +0.1% | +11.92% | 加碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +39.39% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.04% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | -0.49% | 減碼 |
| 18 | GM | General Motors Co | +0.1% | -0.86% | 減碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | -2.06% | 減碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.00% | 減碼 |
| 21 | CRM | Salesforce Inc | +0.1% | +2.45% | 加碼 |
| 22 | TSLA | Tesla Inc | +0.1% | +7.30% | 加碼 |
| 23 | CSGP | Costar Group Inc | +0.1% | +72.09% | 加碼 |
| 24 | IWP | Ishares Russell Mid-cap Grow | +0.1% | NEW | 新建倉 |
| 25 | SGI | Somnigroup International Inc | +0.1% | NEW | 新建倉 |
| 26 | MSFT | Microsoft CORP | -0.1% | -0.77% | 減碼 |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -3.41% | 減碼 |
| 28 | RTX | Rtx CORP | -0.1% | -4.58% | 減碼 |
| 29 | BIIB | Biogen Inc | -0.1% | EXIT | 清倉 |
| 30 | VOD | Vodafone Group Plc-sp Adr | -0.1% | +1.83% | 加碼 |
| 31 | ABBV | Abbvie Inc | -0.1% | -10.94% | 減碼 |
| 32 | DOW | Dow Inc | -0.1% | +4.41% | 加碼 |
| 33 | JNJ | Johnson & Johnson | -0.1% | +0.80% | 加碼 |
| 34 | ZTS | Zoetis Inc | -0.1% | -2.81% | 減碼 |
| 35 | ST | Sensata Technologies Holding plc | -0.1% | -58.57% | 減碼 |
| 36 | CVS | Cvs Health CORP | -0.1% | -2.78% | 減碼 |
| 37 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -14.07% | 減碼 |
| 39 | MDT | Medtronic plc | -0.1% | -9.59% | 減碼 |
| 40 | AMT | American Tower CORP | -0.1% | -10.26% | 減碼 |
| 41 | BCE | Bce Inc | -0.1% | -24.76% | 減碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.1% | -6.20% | 減碼 |
| 43 | ADBE | Adobe Inc | -0.1% | -7.01% | 減碼 |
| 44 | LEN | Lennar Corp-a | -0.1% | -1.00% | 減碼 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +1.98% | 加碼 |
| 46 | IBTE | Ishares Ibonds Dec 2024 Term | -0.2% | EXIT | 清倉 |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | -15.04% | 減碼 |
| 48 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 49 | LBTYA | Liberty Global Ltd. | -0.2% | +18.90% | 加碼 |
| 50 | GBIL | Goldman Sachs Access Treasur | -0.5% | -28.59% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Oppenheimer Asset Management Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$96.3億，共申報了 1152 個公開持股部位。
在 Q4 2024 季度，Oppenheimer Asset Management Inc. 按市值排列的前三大核心持股分別為：MSFT (3.4%)、AMZN (2.2%)、BIL (2.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.4% 的權重。
在 Q4 2024 季度中，Oppenheimer Asset Management Inc. 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 16 個部位、減碼 25 個部位以及清倉 4 個部位。 其中最大新建倉標的為 VEU。 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。
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。
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。