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
1548 檔
10.4%
根據最新整理的 13F 季度數據集，Oppenheimer & Co Inc 於 Q4 2024 結束時的管理資產規模為 US$93.7億。該機構在本季度申報了 1548 檔美股持倉，呈現出該時期的主要投資地圖。
Oppenheimer & Co Inc 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 6 個全新部位及加碼 17 檔持股的同時，亦同步清倉 4 檔並減碼 23 檔標的。
整體而言，Oppenheimer & Co Inc 的前 5 大持股（包含 MSFT, AAPL, NVDA）貢獻了組合市值的 10.4%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 1548 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 | 4.46% | -0.50% | +0.25% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.09% | +0.08% | +1.76% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.50% | +0.11% | -4.06% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.01% | +0.06% | -0.43% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.48% | -0.22% | +5.09% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.32% | -0.20% | +2.70% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | -0.06% | -0.73% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.02% | +1.53% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | +0.20% | -0.00% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.22% | +0.17% | +0.45% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | +0.10% | -0.19% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.03% | +0.13% | -0.62% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.96% | +0.05% | +5.00% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.94% | +0.01% | +1.27% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 0.87% | +0.01% | -0.64% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | +0.18% | -6.78% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.01% | -2.88% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.73% | -0.04% | -1.38% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 0.66% | -0.11% | +3.30% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.60% | -0.13% | -1.58% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | +0.06% | +2.45% | |
| 22 | PWR | Quanta Services Inc | 股票-工業 | 0.60% | +0.08% | -5.66% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.57% | -0.02% | +1.28% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.54% | -0.03% | +4.25% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.52% | -0.03% | -3.34% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | +4.35% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | +0.02% | +4.04% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.19% | +7.73% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.48% | +0.05% | +5.20% | |
| 30 | KKR | Kkr & Co Inc | 股票-金融 | 0.45% | -0.04% | +0.97% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.45% | +0.02% | +1.42% | |
| 32 | AMGN | Amgen Inc | 股票-醫療保健 | 0.43% | -0.03% | -9.29% | |
| 33 | MRVL | Marvell Technology Inc | 股票-科技 | 0.42% | +0.48% | -4.95% | |
| 34 | T | At&t Inc | 股票-通訊服務 | 0.42% | -0.07% | +5.12% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.41% | -0.12% | -10.84% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.40% | +0.03% | +0.74% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.39% | +0.10% | -3.47% | |
| 38 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.39% | -0.13% | +0.65% | |
| 39 | NFLX | Netflix Inc | 股票-通訊服務 | 0.39% | -0.16% | +2.66% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.39% | -0.05% | +1.02% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.39% | -0.04% | -2.70% | |
| 42 | ETN | Eaton Corporation plc | 股票-工業 | 0.38% | +0.05% | +9.41% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.16% | -0.11% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.37% | -0.03% | +0.37% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | -0.03% | +1.03% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.36% | +0.13% | +0.24% | |
| 47 | WM | Waste Management Inc | 股票-工業 | 0.35% | -0.05% | -1.67% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.35% | -0.06% | -6.62% | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.35% | +0.04% | +1.15% | |
| 50 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.34% | -0.07% | +1.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DNOV | Ft Vest US Equity Deep Buffe | +0.3% | NEW | 新建倉 |
| 2 | TSLA | Tesla Inc | +0.3% | -0.64% | 減碼 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.3% | -1.58% | 減碼 |
| 4 | AVGO | Broadcom Inc | +0.3% | -0.19% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | +1.76% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | -0.43% | 減碼 |
| 7 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 8 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +128.73% | 加碼 |
| 9 | SMCI | Super Micro Computer Inc | +0.2% | NEW | 新建倉 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +1.53% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.00% | 減碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.45% | 加碼 |
| 13 | MRVL | Marvell Technology Inc | +0.1% | -4.95% | 減碼 |
| 14 | MPLX | Mplx LP | +0.1% | +367.98% | 加碼 |
| 15 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 16 | NVDA | Nvidia CORP | +0.1% | -4.06% | 減碼 |
| 17 | IONQ | Ionq Inc | +0.1% | +276.13% | 加碼 |
| 18 | WMT | Walmart Inc | +0.1% | +3.30% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | +2.66% | 加碼 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +1.28% | 加碼 |
| 21 | BEPC | Brookfield Renewable CORP | +0.1% | NEW | 新建倉 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +5.09% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.1% | -2.88% | 減碼 |
| 24 | CRM | Salesforce Inc | +0.1% | +15.80% | 加碼 |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | NEW | 新建倉 |
| 26 | ZTS | Zoetis Inc | +0.1% | +72.43% | 加碼 |
| 27 | VST | Vistra CORP | +0.1% | +29.84% | 加碼 |
| 28 | VRT | Vertiv Holdings Co-a | +0.1% | +70.72% | 加碼 |
| 29 | COST | Costco Wholesale CORP | +0.1% | +2.70% | 加碼 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.00% | 加碼 |
| 31 | VOD | Vodafone Group Plc-sp Adr | -0.1% | -35.87% | 減碼 |
| 32 | UBER | Uber Technologies Inc | -0.1% | -15.52% | 減碼 |
| 33 | MPC | Marathon Petroleum CORP | -0.1% | -5.14% | 減碼 |
| 34 | NEE | Nextera Energy Inc | -0.1% | -7.36% | 減碼 |
| 35 | PEP | Pepsico Inc | -0.1% | -6.62% | 減碼 |
| 36 | LMT | Lockheed Martin CORP | -0.1% | -12.27% | 減碼 |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -6.32% | 減碼 |
| 38 | BEPC | Brookfield Renewable Corporation | -0.1% | EXIT | 清倉 |
| 39 | IIPR | Innovative Industrial Proper | -0.1% | EXIT | 清倉 |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -24.72% | 減碼 |
| 41 | DOW | Dow Inc | -0.1% | -33.96% | 減碼 |
| 42 | NEM | Newmont CORP | -0.1% | -36.66% | 減碼 |
| 43 | AMD | Advanced Micro Devices | -0.1% | -17.54% | 減碼 |
| 44 | AMGN | Amgen Inc | -0.2% | -9.29% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.2% | +0.25% | 加碼 |
| 46 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 47 | LLY | Eli Lilly & Co | -0.2% | -6.78% | 減碼 |
| 48 | SMCIUSD | Super Micro Computer Inc | -0.2% | EXIT | 清倉 |
| 49 | VZ | Verizon Communications Inc | -0.2% | -31.43% | 減碼 |
| 50 | DMAR | Ft Vest US Equity Deep Buffe | -0.3% | -97.65% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Oppenheimer & Co Inc 在 Q4 2024 季度的美股持倉總市值約為 US$93.7億，共申報了 1548 個公開持股部位。
在 Q4 2024 季度，Oppenheimer & Co Inc 按市值排列的前三大核心持股分別為：MSFT (4.5%)、AAPL (4.1%)、NVDA (2.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.5% 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
DNOV
市值: US$2115.2萬
本季最大獲利了結 / 清倉標的
SMCIUSD
前期市值: US$1491.5萬
在 Q4 2024 季度中，Oppenheimer & Co Inc 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 17 個部位、減碼 23 個部位以及清倉 4 個部位。 其中最大新建倉標的為 DNOV。 本季清倉部位包含 SMCIUSD。
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。