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: 0001802961
申報總市值
US$7.1億
US$7.1億
282 檔
19.6%
Optas, LLC 在 Q4 2024 季度的美股部位總計估值為 US$7.1億，分散於 282 個持倉標的之中，反映其市場參與廣度與投資規模。
Optas, LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 22 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 VOO, GOOGL, VTI）累計市值佔比達 19.6%，是驅動 Optas, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 282 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 11.96% | +0.56% | +0.89% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.14% | +0.72% | -0.68% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.68% | +0.71% | -0.01% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.33% | +0.33% | +3.64% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.10% | +0.59% | +0.25% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.01% | +0.13% | +1.11% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.75% | +0.43% | +1.27% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | -3.51% | +1.54% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.40% | +0.17% | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.01% | +5.07% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.08% | -0.03% | +1.29% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.00% | -0.28% | EXIT | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.87% | +0.11% | +6.10% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.72% | -0.05% | +1.51% | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 1.62% | -0.12% | +210.85% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.61% | +0.03% | -0.33% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.52% | +0.17% | +0.88% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 1.43% | -0.16% | EXIT | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.20% | -0.12% | -0.74% | |
| 20 | XYZ | Block Inc | 股票-金融 | 1.08% | +0.09% | -5.27% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.02% | +0.01% | +1.00% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.93% | — | +1.15% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.91% | -1.70% | -0.20% | |
| 24 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.88% | -0.23% | +2.01% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | +0.04% | +1.80% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.03% | +5.25% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | -0.04% | +2.50% | |
| 28 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.68% | -0.06% | -17.75% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.65% | +0.12% | -8.74% | |
| 30 | PGR | Progressive CORP | 股票-金融 | 0.59% | — | +1.54% | |
| 31 | ANET | Arista Networks Inc | 股票-科技 | 0.56% | +0.05% | — | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | -0.04% | +13.91% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.49% | +0.02% | +1.08% | |
| 34 | EBAY | Ebay Inc | 股票-循環性消費 | 0.45% | +0.08% | -0.27% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.44% | +0.02% | -1.37% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.42% | +0.09% | -5.14% | |
| 37 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資等級公司債 | 0.40% | — | -4.30% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.06% | -0.97% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.37% | +0.09% | -1.75% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | — | — | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | +0.03% | +6.39% | |
| 42 | TSLA | Tesla Inc | 股票-循環性消費 | 0.33% | +0.04% | +19.22% | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.33% | +0.02% | +0.63% | |
| 44 | CI | THE Cigna Group | 股票-醫療保健 | 0.32% | — | +4.21% | |
| 45 | NFLX | Netflix Inc | 股票-通訊服務 | 0.31% | -0.07% | +7.63% | |
| 46 | GWW | Ww Grainger Inc | 股票-工業 | 0.31% | +0.03% | +0.30% | |
| 47 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.31% | -0.06% | -2.67% | |
| 48 | L | Loews CORP | 股票-金融 | 0.30% | — | +101.41% | |
| 49 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.28% | — | +3.07% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.28% | -0.07% | -0.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +1.2% | +210.85% | 加碼 |
| 2 | ANET | Arista Networks Inc | +0.6% | NEW | 新建倉 |
| 3 | AVGO | Broadcom Inc | +0.3% | +0.88% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.68% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.3% | +6.10% | 加碼 |
| 6 | HOOD | Robinhood Markets Inc - A | +0.3% | NEW | 新建倉 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +0.25% | 加碼 |
| 8 | AAPL | Apple Inc | +0.2% | +3.64% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.2% | +1.54% | 加碼 |
| 10 | L | Loews CORP | +0.2% | +101.41% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.1% | +19.22% | 加碼 |
| 12 | XYZ | Block Inc | +0.1% | -5.27% | 減碼 |
| 13 | LOW | Lowe's Cos Inc | +0.1% | +143.81% | 加碼 |
| 14 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 15 | RTX | Rtx CORP | +0.1% | +114.52% | 加碼 |
| 16 | SPGI | S&p Global Inc | +0.1% | +102.88% | 加碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +1.80% | 加碼 |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +2.29% | 加碼 |
| 19 | CVX | Chevron CORP | +0.1% | NEW | 新建倉 |
| 20 | MAR | Marriott International -cl A | +0.1% | NEW | 新建倉 |
| 21 | NFLX | Netflix Inc | +0.1% | +7.63% | 加碼 |
| 22 | ABNB | Airbnb Inc-class A | +0.1% | NEW | 新建倉 |
| 23 | FOXA | Fox CORP - Class A | +0.1% | NEW | 新建倉 |
| 24 | KEL | Kellanova | +0.1% | NEW | 新建倉 |
| 25 | COIN | Coinbase Global Inc -class A | +0.1% | -17.75% | 減碼 |
| 26 | COST | Costco Wholesale CORP | +0.1% | +13.91% | 加碼 |
| 27 | V | Visa Inc-class A Shares | 0% | +6.39% | 加碼 |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +1.27% | 加碼 |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | 清倉 |
| 30 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 31 | HCA | Hca Healthcare Inc | -0.1% | EXIT | 清倉 |
| 32 | PFE | Pfizer Inc | -0.1% | EXIT | 清倉 |
| 33 | AMD | Advanced Micro Devices | -0.1% | -9.76% | 減碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | -12.18% | 減碼 |
| 35 | TXRH | Texas Roadhouse Inc | -0.1% | -25.51% | 減碼 |
| 36 | CI | THE Cigna Group | -0.1% | +4.21% | 加碼 |
| 37 | BYND | Beyond Meat Inc | -0.1% | — | 不變 |
| 38 | RSPT | Invesco S&p 500 Equal Weight | -0.1% | -30.62% | 減碼 |
| 39 | MSFT | Microsoft CORP | -0.1% | +5.07% | 加碼 |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | -5.14% | 減碼 |
| 41 | SPEM | State Street Sp Ptf Em ETF | -0.1% | +1.00% | 加碼 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | — | 不變 |
| 43 | MBB | Ishares Mbs ETF | -0.2% | -1.58% | 減碼 |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -0.01% | 減碼 |
| 45 | GOVT | Ishares US Treasury Bond ETF | -0.2% | -1.36% | 減碼 |
| 46 | LLY | Eli Lilly & Co | -0.2% | -8.74% | 減碼 |
| 47 | VXUS | Vanguard Total Intl Stock | -0.3% | -0.33% | 減碼 |
| 48 | VOO | Vanguard S&p 500 ETF | -0.4% | +0.89% | 加碼 |
| 49 | ANETEUR | Arista Networks Inc | -0.5% | EXIT | 清倉 |
| 50 | VEU | Vanguard Ftse All-world Ex-u | -0.6% | +1.11% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Optas, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$7.1億，共申報了 282 個公開持股部位。
在 Q4 2024 季度，Optas, LLC 按市值排列的前三大核心持股分別為：VOO (12.0%)、GOOGL (5.1%)、VTI (4.7%)。其中最大持股部位 VOO 佔據整體投資組合約 12.0% 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
ANET
市值: US$262.0萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$224.8萬
在 Q4 2024 季度中，Optas, LLC 共進行了 48 項持倉異動，包含新建倉 8 個部位、加碼 22 個部位、減碼 13 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。