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: 0000822581
申報總市值
US$93.7億
US$93.7億
1506 檔
9.8%
Oppenheimer & Co Inc 在 Q3 2024 季度的美股部位總計估值為 US$93.7億，分散於 1506 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2024 的資金脈絡，Oppenheimer & Co Inc 在獲利結算 1 檔個股的同時，將資本重新部署至 1 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Oppenheimer & Co Inc 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合計佔整體申報市值的 9.8%，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 1506 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 | 4.64% | -0.50% | -1.58% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.83% | +0.08% | -6.74% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | +0.11% | -0.03% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.75% | +0.06% | -2.46% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.41% | -0.22% | +5.40% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | -0.06% | -3.01% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.27% | -0.20% | -1.45% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.02% | -0.20% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.15% | +0.20% | -3.40% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.09% | +0.17% | -1.83% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.05% | +0.18% | -2.01% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.01% | +0.13% | -4.74% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.93% | +0.01% | +2.43% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.92% | +0.05% | +8.39% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.10% | +900.67% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 0.79% | -0.04% | -4.16% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.01% | +1.14% | |
| 18 | PWR | Quanta Services Inc | 股票-工業 | 0.61% | +0.08% | -2.45% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 0.60% | -0.03% | -0.88% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 0.58% | -0.11% | -5.40% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 0.58% | +0.01% | +1.22% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.57% | -0.03% | -9.69% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.57% | -0.05% | +48.57% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | +0.06% | +2.09% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.54% | -0.03% | +5.90% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | +0.02% | -0.35% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | +0.02% | -8.07% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | — | -0.91% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.19% | -7.45% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.49% | -0.02% | -1.86% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.48% | -0.12% | +10.23% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | +0.05% | -2.94% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.45% | +0.03% | -3.16% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | -0.05% | +0.05% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.43% | -0.06% | -1.50% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.41% | -0.04% | +0.52% | |
| 37 | KKR | Kkr & Co Inc | 股票-金融 | 0.41% | -0.04% | -2.41% | |
| 38 | T | At&t Inc | 股票-通訊服務 | 0.40% | -0.07% | +22.65% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.16% | -4.35% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | -0.03% | -2.47% | |
| 41 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.38% | -0.07% | -0.60% | |
| 42 | WM | Waste Management Inc | 股票-工業 | 0.38% | -0.05% | -0.66% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.10% | -2.42% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.37% | +0.02% | +137.53% | |
| 45 | CAT | Caterpillar Inc | 股票-工業 | 0.37% | +0.19% | -8.07% | |
| 46 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.36% | -0.13% | -1.37% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.36% | -0.02% | +3.26% | |
| 48 | ETN | Eaton Corporation plc | 股票-工業 | 0.36% | +0.05% | -3.33% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.36% | -0.03% | -0.26% | |
| 50 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.35% | -0.03% | -5.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | +0.2% | +48.57% | 加碼 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +137.53% | 加碼 |
| 3 | ASTS | Ast Spacemobile Inc | +0.2% | +5.96% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +5.40% | 加碼 |
| 5 | TSLA | Tesla Inc | +0.1% | +1.22% | 加碼 |
| 6 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +1119.57% | 加碼 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.1% | +19.16% | 加碼 |
| 8 | T | At&t Inc | +0.1% | +22.65% | 加碼 |
| 9 | GE | General Electric | +0.1% | +72.54% | 加碼 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.39% | 加碼 |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +100.05% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.01% | 減碼 |
| 13 | AM | Antero Midstream CORP | +0.1% | +74.48% | 加碼 |
| 14 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +258.06% | 加碼 |
| 15 | HD | Home Depot Inc | +0.1% | -4.16% | 減碼 |
| 16 | PWR | Quanta Services Inc | +0.1% | -2.45% | 減碼 |
| 17 | RTX | Rtx CORP | +0.1% | +9.23% | 加碼 |
| 18 | KKR | Kkr & Co Inc | +0.1% | -2.41% | 減碼 |
| 19 | LOW | Lowe's Cos Inc | +0.1% | -0.60% | 減碼 |
| 20 | TGT | Target CORP | +0.1% | +52.95% | 加碼 |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +344.96% | 加碼 |
| 22 | WWD | Woodward Inc | +0.1% | NEW | 新建倉 |
| 23 | DGRO | Ishares Core Dividend Growth | +0.1% | +5.90% | 加碼 |
| 24 | NEE | Nextera Energy Inc | +0.1% | +4.23% | 加碼 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | -0.35% | 減碼 |
| 26 | GILD | Gilead Sciences Inc | +0.1% | -1.37% | 減碼 |
| 27 | JEF | Jefferies Financial Group In | +0.1% | +2.71% | 加碼 |
| 28 | WMT | Walmart Inc | 0% | -5.40% | 減碼 |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +2.43% | 加碼 |
| 30 | AVGO | Broadcom Inc | 0% | +900.67% | 加碼 |
| 31 | AAPL | Apple Inc | 0% | -6.74% | 減碼 |
| 32 | XLE | Ss Energy Select Sector | -0.1% | -27.35% | 減碼 |
| 33 | USFR | Wisdomtree Floating Rate Tre | -0.1% | -82.71% | 減碼 |
| 34 | MEOH | Methanex CORP | -0.1% | -90.78% | 減碼 |
| 35 | MERC | Mercer International Inc | -0.1% | -91.88% | 減碼 |
| 36 | XLV | Ss Health Care Select Sector | -0.1% | -29.98% | 減碼 |
| 37 | MU | Micron Technology Inc | -0.1% | -41.71% | 減碼 |
| 38 | ARLP | Alliance Resource Partners | -0.1% | EXIT | 清倉 |
| 39 | ALLE | Allegion plc | -0.1% | -81.46% | 減碼 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -10.33% | 減碼 |
| 41 | KMX | Carmax Inc | -0.1% | -28.90% | 減碼 |
| 42 | DIS | Walt Disney Co/the | -0.1% | -31.46% | 減碼 |
| 43 | QCOM | Qualcomm Inc | -0.1% | -16.30% | 減碼 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | -24.64% | 減碼 |
| 45 | GOOG | Alphabet Inc-cl C | -0.2% | -1.83% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.2% | -2.46% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.40% | 減碼 |
| 48 | TFLO | Ishares Treasury Floating Ra | -0.3% | -92.25% | 減碼 |
| 49 | SMCIUSD | Super Micro Computer Inc | -0.4% | -22.47% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.5% | -1.58% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Oppenheimer & Co Inc 在 Q3 2024 季度的美股持倉總市值約為 US$93.7億，共申報了 1506 個公開持股部位。
在 Q3 2024 季度，Oppenheimer & Co Inc 按市值排列的前三大核心持股分別為：MSFT (4.6%)、AAPL (3.8%)、NVDA (2.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.6% 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
WWD
市值: US$392.3萬
本季最大獲利了結 / 清倉標的
ARLP
前期市值: US$659.5萬
在 Q3 2024 季度中，Oppenheimer & Co Inc 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 21 個部位、減碼 27 個部位以及清倉 1 個部位。 其中最大新建倉標的為 WWD。 本季清倉部位包含 ARLP。
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。