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
212 檔
21.4%
在 Q4 2024 申報期間，Oxbow Advisors, LLC（CIK: 0001564770）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$12.3億，共持有 212 個公開申報部位。
觀察 Q4 2024 的資金脈絡，Oxbow Advisors, LLC 在獲利結算 9 檔個股的同時，將資本重新部署至 13 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，Oxbow Advisors, LLC 的前 5 大核心持股（包含 TBIL, IAU, EPD 等）合計佔整體申報市值的 21.4%，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 212 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 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 13.12% | -0.01% | +44.71% | |
| 2 | IAU | Ishares Gold Trust | ETF-避險與商品 | 5.62% | -0.35% | -0.49% | |
| 3 | EPD | Enterprise Products Partners | 股票-能源 | 4.98% | -0.30% | -0.88% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.04% | +2.38% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.37% | +0.26% | +2.00% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.25% | +0.40% | +7.10% | |
| 7 | MPLX | Mplx LP | 股票-能源 | 2.25% | -0.09% | -0.25% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 1.94% | — | +13.51% | |
| 9 | RGLD | Royal Gold Inc | 股票-原物料 | 1.78% | -0.24% | +2.36% | |
| 10 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.76% | -0.02% | -88.95% | |
| 11 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.63% | -0.30% | -0.55% | |
| 12 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 1.59% | +0.01% | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.54% | +0.11% | +0.28% | |
| 14 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.40% | +0.02% | +0.73% | |
| 15 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.39% | -0.02% | +12.86% | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 1.36% | — | -4.66% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 1.14% | -0.01% | -1.79% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | -0.25% | -1.59% | |
| 19 | WMB | Williams Cos Inc | 股票-能源 | 1.12% | — | -36.70% | |
| 20 | MCO | Moody's CORP | 股票-金融 | 1.11% | +0.01% | -1.55% | |
| 21 | ET | Energy Transfer LP | 股票-能源 | 1.09% | -0.03% | +0.30% | |
| 22 | SLV | Ishares Silver Trust | ETF-避險與商品 | 1.02% | -0.23% | +0.65% | |
| 23 | COP | Conocophillips | 股票-能源 | 0.97% | -0.21% | +145.51% | |
| 24 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.97% | -0.03% | +0.86% | |
| 25 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.96% | -0.01% | -47.66% | |
| 26 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 0.93% | — | -0.22% | |
| 27 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.90% | — | +1.08% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.89% | +0.12% | +400.59% | |
| 29 | UL | Unilever PLC | 股票-非循環性消費 | 0.88% | — | +4.29% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.83% | -0.11% | +2.28% | |
| 31 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.83% | -0.16% | +6.58% | |
| 32 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.81% | +0.05% | +6.87% | |
| 33 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.78% | — | +0.63% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.73% | +0.01% | +10.98% | |
| 35 | UGI | Ugi CORP | 股票-公用事業 | 0.73% | -0.05% | +0.15% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | +0.01% | +0.52% | |
| 37 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 0.69% | -0.01% | -51.96% | |
| 38 | EOG | Eog Resources Inc | 股票-能源 | 0.64% | -0.08% | +10.81% | |
| 39 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.64% | — | — | |
| 40 | NTR | Nutrien LTD | 股票-原物料 | 0.63% | -0.98% | EXIT | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.63% | +0.01% | -2.33% | |
| 42 | CI | THE Cigna Group | 股票-醫療保健 | 0.62% | — | +17.48% | |
| 43 | LNG | Cheniere Energy Inc | 股票-能源 | 0.62% | -0.23% | +0.23% | |
| 44 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.61% | -0.04% | -58.61% | |
| 45 | NEM | Newmont CORP | 股票-原物料 | 0.61% | -0.02% | EXIT | |
| 46 | SNY | Sanofi-adr | 股票-醫療保健 | 0.59% | — | +4.79% | |
| 47 | MOS | Mosaic Co/the | 股票-原物料 | 0.59% | — | +0.64% | |
| 48 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.57% | -0.08% | -1.23% | |
| 49 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.55% | — | -2.53% | |
| 50 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.52% | — | +768.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TBIL | F/m US Treasury 3 Month Bill | +5.5% | +44.71% | 加碼 |
| 2 | BA 6 10-15-27債券 | Boeing Co/the | +1.6% | NEW | 新建倉 |
| 3 | EPD | Enterprise Products Partners | +1.1% | -0.88% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +1% | +7.10% | 加碼 |
| 5 | AAPL | Apple Inc | +0.8% | +2.00% | 加碼 |
| 6 | AMLP | Alerian Mlp ETF | +0.7% | +400.59% | 加碼 |
| 7 | LYB | LyondellBasell Industries N.V. | +0.6% | NEW | 新建倉 |
| 8 | COP | Conocophillips | +0.6% | +145.51% | 加碼 |
| 9 | MA | Mastercard Inc - A | +0.6% | +13.51% | 加碼 |
| 10 | MPLX | Mplx LP | +0.5% | -0.25% | 減碼 |
| 11 | AR | Antero Resources CORP | +0.5% | NEW | 新建倉 |
| 12 | ACGL | Arch Capital Group Ltd. | +0.5% | NEW | 新建倉 |
| 13 | ZTS | Zoetis Inc | +0.5% | +768.09% | 加碼 |
| 14 | VICI | Vici Properties Inc | +0.5% | NEW | 新建倉 |
| 15 | NOG | Northern Oil And Gas Inc | +0.4% | NEW | 新建倉 |
| 16 | RIO | Rio Tinto Plc-spon Adr | +0.4% | NEW | 新建倉 |
| 17 | V | Visa Inc-class A Shares | +0.4% | +0.28% | 加碼 |
| 18 | PAAS | Pan American Silver CORP | +0.4% | NEW | 新建倉 |
| 19 | ORLY | O'reilly Automotive Inc | +0.4% | +12.86% | 加碼 |
| 20 | NOW | Servicenow Inc | +0.4% | -4.66% | 減碼 |
| 21 | ET | Energy Transfer LP | +0.3% | +0.30% | 加碼 |
| 22 | AEP | American Electric Power | +0.3% | NEW | 新建倉 |
| 23 | NEE | Nextera Energy Inc | +0.3% | NEW | 新建倉 |
| 24 | CL | Colgate-palmolive Co | +0.3% | NEW | 新建倉 |
| 25 | CTVA | Corteva Inc | +0.3% | NEW | 新建倉 |
| 26 | WPM | Wheaton Precious Metals CORP | +0.3% | +423.65% | 加碼 |
| 27 | EXPE | Expedia Group Inc | +0.3% | +6.87% | 加碼 |
| 28 | UHS | Universal Health Services-b | +0.3% | NEW | 新建倉 |
| 29 | AZNN | Astrazeneca Plc-spons Adr | +0.3% | +1162.44% | 加碼 |
| 30 | ADBE | Adobe Inc | — | -1.79% | 減碼 |
| 31 | GSK | Gsk Plc-spon Adr | 0% | -2.53% | 減碼 |
| 32 | ELV | Elevance Health Inc | 0% | +11.00% | 加碼 |
| 33 | WMB | Williams Cos Inc | -0.1% | -36.70% | 減碼 |
| 34 | NEM | Newmont CORP | -0.2% | -5.35% | 減碼 |
| 35 | GSY | Invesco Ultra Short Duration | -0.2% | EXIT | 清倉 |
| 36 | ETR | Entergy CORP | -0.2% | -17.56% | 減碼 |
| 37 | FANG | Diamondback Energy Inc | -0.3% | EXIT | 清倉 |
| 38 | KMI | Kinder Morgan, Inc. | -0.4% | -58.61% | 減碼 |
| 39 | JPST | Jpmorgan Ultra-short Income | -0.5% | -75.32% | 減碼 |
| 40 | DG | Dollar General CORP | -0.5% | EXIT | 清倉 |
| 41 | PAGP | Plains Gp Holdings Lp-cl A | -0.5% | -51.96% | 減碼 |
| 42 | MRK | Merck & Co. Inc. | -0.6% | EXIT | 清倉 |
| 43 | KO | Coca-cola Co/the | -0.6% | EXIT | 清倉 |
| 44 | WFC 7.5 PERP L債券 | Wells Fargo & Company | -0.7% | -47.66% | 減碼 |
| 45 | EWU | Ishares Msci United Kingdom | -0.8% | EXIT | 清倉 |
| 46 | BAC 7.25 PERP L債券 | Bank Of America CORP | -1% | -96.07% | 減碼 |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | -1.1% | EXIT | 清倉 |
| 48 | TLT | Ishares 20+ Year Treasury Bd | -1.9% | EXIT | 清倉 |
| 49 | EDV | Vanguard Extended Dur Treas | -5.2% | EXIT | 清倉 |
| 50 | TFLO | Ishares Treasury Floating Ra | -11.7% | -88.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Oxbow Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$12.3億，共申報了 212 個公開持股部位。
在 Q4 2024 季度，Oxbow Advisors, LLC 按市值排列的前三大核心持股分別為：TBIL (13.1%)、IAU (5.6%)、EPD (5.0%)。其中最大持股部位 TBIL 佔據整體投資組合約 13.1% 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
BA 6 10-15-27
市值: US$1353.2萬
本季最大獲利了結 / 清倉標的
EDV
前期市值: US$5212.9萬
在 Q4 2024 季度中，Oxbow Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 13 個部位、加碼 14 個部位、減碼 14 個部位以及清倉 9 個部位。 其中最大新建倉標的為 BA 6 10-15-27。 本季清倉部位包含 EDV。
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。