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: 0001564770
申報總市值
US$12.3億
US$12.3億
217 檔
28.7%
Q3 2024 季度申報顯示，Oxbow Advisors, LLC 揭露的美股組合總市值為 US$12.3億，涵蓋 217 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，Oxbow Advisors, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 33 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Oxbow Advisors, LLC 的前 5 大持股（包含 TFLO, TBIL, EDV）貢獻了組合市值的 28.7%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 217 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 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 13.43% | -0.02% | +59.56% | |
| 2 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 7.67% | -0.01% | +9.83% | |
| 3 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 5.17% | — | +83.40% | |
| 4 | IAU | Ishares Gold Trust | ETF-避險與商品 | 4.78% | -0.35% | +0.55% | |
| 5 | EPD | Enterprise Products Partners | 股票-能源 | 3.93% | -0.30% | -1.18% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.04% | -3.83% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.59% | +0.26% | -5.87% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.25% | +0.40% | -0.53% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.86% | — | +5651.17% | |
| 10 | MPLX | Mplx LP | 股票-能源 | 1.76% | -0.09% | -0.50% | |
| 11 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 1.67% | -0.01% | +0.22% | |
| 12 | RGLD | Royal Gold Inc | 股票-原物料 | 1.56% | -0.24% | +0.22% | |
| 13 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.43% | -0.30% | +0.66% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.35% | — | +0.68% | |
| 15 | WMB | Williams Cos Inc | 股票-能源 | 1.26% | — | -0.60% | |
| 16 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 1.23% | -0.01% | +0.83% | |
| 17 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.21% | +0.02% | +8.97% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.14% | -0.01% | +2.71% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | +0.11% | +0.81% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.09% | — | -0.78% | |
| 21 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.09% | — | -2.20% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | -0.25% | +5.30% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 1.01% | — | -0.70% | |
| 24 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.01% | -0.02% | -0.47% | |
| 25 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.01% | -0.04% | +0.66% | |
| 26 | MCO | Moody's CORP | 股票-金融 | 0.95% | +0.01% | -0.91% | |
| 27 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.92% | -0.23% | +8.18% | |
| 28 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.89% | -0.03% | -0.87% | |
| 29 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.85% | — | — | |
| 30 | EWU | Ishares Msci United Kingdom | ETF-其他 | 0.84% | — | +0.43% | |
| 31 | UL | Unilever PLC | 股票-非循環性消費 | 0.81% | — | +0.56% | |
| 32 | NEM | Newmont CORP | 股票-原物料 | 0.78% | -0.02% | EXIT | |
| 33 | ET | Energy Transfer LP | 股票-能源 | 0.75% | -0.03% | -3.31% | |
| 34 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 0.72% | — | -6.04% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.72% | -0.11% | +1.50% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | +0.01% | +3.70% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.66% | -0.16% | +0.58% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.65% | -0.11% | +6.03% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.60% | +0.01% | -0.06% | |
| 40 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.59% | — | -0.07% | |
| 41 | SNY | Sanofi-adr | 股票-醫療保健 | 0.57% | — | +0.23% | |
| 42 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.57% | — | +3.25% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | — | +1.24% | |
| 44 | NTR | Nutrien LTD | 股票-原物料 | 0.57% | -0.98% | EXIT | |
| 45 | CI | THE Cigna Group | 股票-醫療保健 | 0.56% | — | -0.46% | |
| 46 | ETR | Entergy CORP | 股票-公用事業 | 0.56% | — | -0.15% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.56% | +0.01% | -1.21% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.56% | +0.01% | +110.21% | |
| 49 | UGI | Ugi CORP | 股票-公用事業 | 0.54% | -0.05% | +1.47% | |
| 50 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.54% | — | +0.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | +3.5% | +59.56% | 加碼 |
| 2 | EDV | Vanguard Extended Dur Treas | +2.1% | +83.40% | 加碼 |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +1.8% | +5651.17% | 加碼 |
| 4 | DOC | Healthpeak Properties Inc | +0.9% | NEW | 新建倉 |
| 5 | DG | Dollar General CORP | +0.5% | NEW | 新建倉 |
| 6 | SU | Suncor Energy Inc | +0.4% | NEW | 新建倉 |
| 7 | EVRG | Evergy Inc | +0.3% | NEW | 新建倉 |
| 8 | VRSN | Verisign Inc | +0.3% | NEW | 新建倉 |
| 9 | MRK | Merck & Co. Inc. | +0.2% | +110.21% | 加碼 |
| 10 | EMO | Clearbridge Energy Midstream | +0.2% | NEW | 新建倉 |
| 11 | COP | Conocophillips | +0.2% | +233.15% | 加碼 |
| 12 | MCK | Mckesson CORP | +0.2% | +594.09% | 加碼 |
| 13 | NTR | Nutrien LTD | +0.2% | +68.70% | 加碼 |
| 14 | FANG | Diamondback Energy Inc | +0.2% | +232.28% | 加碼 |
| 15 | MOS | Mosaic Co/the | +0.1% | +63.66% | 加碼 |
| 16 | AEM | Agnico Eagle Mines LTD | +0.1% | +0.66% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | +45.03% | 加碼 |
| 18 | NEM | Newmont CORP | +0.1% | -1.10% | 減碼 |
| 19 | LOW | Lowe's Cos Inc | 0% | -0.87% | 減碼 |
| 20 | DSTL | Distillate US Fundamental St | 0% | +8.97% | 加碼 |
| 21 | MCD | Mcdonald's CORP | 0% | +1.50% | 加碼 |
| 22 | ETR | Entergy CORP | 0% | -0.15% | 減碼 |
| 23 | GILD | Gilead Sciences Inc | 0% | -0.07% | 減碼 |
| 24 | EXPE | Expedia Group Inc | 0% | +1.86% | 加碼 |
| 25 | UL | Unilever PLC | — | +0.56% | 加碼 |
| 26 | SNY | Sanofi-adr | — | +0.23% | 加碼 |
| 27 | CNC | Centene CORP | — | +4.64% | 加碼 |
| 28 | SLV | Ishares Silver Trust | 0% | +8.18% | 加碼 |
| 29 | JNJ | Johnson & Johnson | 0% | +3.70% | 加碼 |
| 30 | KO | Coca-cola Co/the | 0% | +1.24% | 加碼 |
| 31 | GLD | Spdr Gold Shares | 0% | +0.58% | 加碼 |
| 32 | NOW | Servicenow Inc | -0.1% | -0.70% | 減碼 |
| 33 | KMI | Kinder Morgan, Inc. | -0.1% | +0.66% | 加碼 |
| 34 | MCO | Moody's CORP | -0.1% | -0.91% | 減碼 |
| 35 | MA | Mastercard Inc - A | -0.1% | +0.68% | 加碼 |
| 36 | RGLD | Royal Gold Inc | -0.1% | +0.22% | 加碼 |
| 37 | ORLY | O'reilly Automotive Inc | -0.1% | -0.47% | 減碼 |
| 38 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | EXIT | 清倉 |
| 39 | WMB | Williams Cos Inc | -0.1% | -0.60% | 減碼 |
| 40 | WFC 7.5 PERP L債券 | Wells Fargo & Company | -0.2% | +0.22% | 加碼 |
| 41 | ✓ | Clearbridge Mlp And Midstrm | -0.2% | EXIT | 清倉 |
| 42 | IAU | Ishares Gold Trust | -0.2% | +0.55% | 加碼 |
| 43 | GDXJ | Vaneck Junior Gold Miners | -0.2% | -58.88% | 減碼 |
| 44 | AAPL | Apple Inc | -0.4% | -5.87% | 減碼 |
| 45 | LULU | Lululemon Athletica Inc | -0.4% | EXIT | 清倉 |
| 46 | TBIL | F/m US Treasury 3 Month Bill | -0.6% | +9.83% | 加碼 |
| 47 | PEG | Public Service Enterprise Gp | -0.6% | EXIT | 清倉 |
| 48 | GOOG | Alphabet Inc-cl C | -0.7% | -0.53% | 減碼 |
| 49 | ACN | Accenture plc | -0.9% | EXIT | 清倉 |
| 50 | MSFT | Microsoft CORP | -0.9% | -3.83% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Oxbow Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$12.3億，共申報了 217 個公開持股部位。
在 Q3 2024 季度，Oxbow Advisors, LLC 按市值排列的前三大核心持股分別為：TFLO (13.4%)、TBIL (7.7%)、EDV (5.2%)。其中最大持股部位 TFLO 佔據整體投資組合約 13.4% 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
DOC
市值: US$857.5萬
本季最大獲利了結 / 清倉標的
ACN
前期市值: US$744.2萬
在 Q3 2024 季度中，Oxbow Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 27 個部位、減碼 12 個部位以及清倉 5 個部位。 其中最大新建倉標的為 DOC。 本季清倉部位包含 ACN。
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。