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: 0001862282
申報總市值
US$32.5億
US$32.5億
582 檔
24.6%
截至 Q4 2024 季度末，Pallas Capital Advisors LLC 的美股持倉估值約為 US$32.5億，全數申報部位共有 582 檔。
在 Q4 2024，Pallas Capital Advisors LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 28 個部位並完全清倉 4 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Pallas Capital Advisors LLC 的前 5 大持股（包含 BRKR, GLP, MSFT）貢獻了組合市值的 24.6%，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 582 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 | BRKR | Bruker CORP | 股票-醫療保健 | 23.79% | +4.68% | -0.01% | |
| 2 | GLP | Global Partners LP | 股票-其他 | 2.95% | -0.26% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.36% | -0.01% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.48% | +0.03% | +3.14% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.20% | -0.06% | -2.57% | |
| 6 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.78% | -0.17% | +0.93% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | +0.11% | -1.44% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.36% | +0.04% | -1.77% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.32% | — | +11190.63% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.19% | — | +0.40% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.17% | -0.18% | -48.46% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.11% | +0.17% | -0.86% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.05% | -2.93% | |
| 14 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 1.02% | -0.07% | -0.99% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.08% | -1.94% | |
| 16 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.87% | -0.12% | +3.12% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.20% | -4.95% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.75% | -0.06% | -0.12% | |
| 19 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 0.75% | +0.48% | +0.45% | |
| 20 | IQLT | Ishares Msci International Q | ETF-其他 | 0.74% | -0.01% | +1.44% | |
| 21 | DFAI | Dimensional International Co | ETF-其他 | 0.74% | -0.09% | +0.83% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.73% | +0.07% | -1.33% | |
| 23 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.72% | -0.05% | +1.26% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.71% | +0.02% | +0.20% | |
| 25 | MBB | Ishares Mbs ETF | ETF-其他 | 0.71% | -0.01% | +3248.95% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | -0.09% | -0.04% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | -1.55% | |
| 28 | LIN | Linde plc | 股票-原物料 | 0.63% | -0.11% | -0.40% | |
| 29 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.63% | -0.08% | — | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.63% | +0.02% | -0.47% | |
| 31 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 0.63% | -0.05% | -0.47% | |
| 32 | SCMB | Schwab Municipal Bond ETF | ETF-其他 | 0.59% | -0.08% | +12.17% | |
| 33 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.59% | -0.34% | -53.62% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.57% | +0.03% | -0.36% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | +0.02% | +2.77% | |
| 36 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.54% | -0.11% | -0.55% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.51% | -0.08% | -2.37% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.50% | -0.04% | +2.36% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.02% | +2.19% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.46% | -0.05% | -1.08% | |
| 41 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.44% | -0.10% | +0.70% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.43% | +0.03% | -0.42% | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.42% | -0.04% | +0.51% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.41% | -0.10% | -1.46% | |
| 45 | EMR | Emerson Electric Co | 股票-工業 | 0.41% | -0.02% | -1.90% | |
| 46 | JEMA | Jpmorgan Activebuilders Emer | ETF-其他 | 0.40% | +0.04% | +0.99% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.40% | -0.01% | +1.45% | |
| 48 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.40% | -0.29% | +56.27% | |
| 49 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.40% | +0.06% | +0.05% | |
| 50 | DOV | Dover CORP | 股票-工業 | 0.40% | -0.09% | -1.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +1.3% | +11190.63% | 加碼 |
| 2 | MBB | Ishares Mbs ETF | +0.7% | +3248.95% | 加碼 |
| 3 | FENI | Fidelity Enhanced Intl ETF | +0.6% | NEW | 新建倉 |
| 4 | AVGO | Broadcom Inc | +0.3% | -1.77% | 減碼 |
| 5 | SNPS | Synopsys Inc | +0.3% | NEW | 新建倉 |
| 6 | AMZN | Amazon.com Inc | +0.3% | -2.57% | 減碼 |
| 7 | AAPL | Apple Inc | +0.3% | +3.14% | 加碼 |
| 8 | MCHP | Microchip Technology Inc | +0.3% | NEW | 新建倉 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.44% | 減碼 |
| 10 | IHE | Ishares US Pharmaceuticals E | +0.2% | NEW | 新建倉 |
| 11 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +56.27% | 加碼 |
| 12 | PFE | Pfizer Inc | +0.1% | +487.54% | 加碼 |
| 13 | HASI | Ha Sustainable Infrastructur | +0.1% | NEW | 新建倉 |
| 14 | DHR | Danaher CORP | +0.1% | +132.21% | 加碼 |
| 15 | RPRX | Royalty Pharma plc | +0.1% | NEW | 新建倉 |
| 16 | AXSM | Axsome Therapeutics Inc | +0.1% | NEW | 新建倉 |
| 17 | BRKR | Bruker CORP | +0.1% | -0.01% | 減碼 |
| 18 | APP | Applovin Corp-class A | +0.1% | -10.69% | 減碼 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -0.47% | 減碼 |
| 20 | TSLA | Tesla Inc | +0.1% | +86.20% | 加碼 |
| 21 | CRM | Salesforce Inc | +0.1% | -2.37% | 減碼 |
| 22 | SCMB | Schwab Municipal Bond ETF | +0.1% | +12.17% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.1% | -1.55% | 減碼 |
| 24 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 25 | MRVL | Marvell Technology Inc | +0.1% | -4.07% | 減碼 |
| 26 | GTLS | Chart Industries Inc | +0.1% | -3.59% | 減碼 |
| 27 | EMR | Emerson Electric Co | +0.1% | -1.90% | 減碼 |
| 28 | VTR | Ventas Inc | 0% | -1.63% | 減碼 |
| 29 | JIRE | Jpmorgan Int Res Enh Eqty | -0.1% | -0.47% | 減碼 |
| 30 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 31 | UNH | Unitedhealth Group Inc | -0.1% | -0.42% | 減碼 |
| 32 | NVDA | Nvidia CORP | -0.1% | -0.86% | 減碼 |
| 33 | CACI | Caci International Inc -cl A | -0.1% | -0.41% | 減碼 |
| 34 | ADBE | Adobe Inc | -0.1% | -7.33% | 減碼 |
| 35 | LLY | Eli Lilly & Co | -0.1% | +2.77% | 加碼 |
| 36 | GLP | Global Partners LP | -0.1% | — | 不變 |
| 37 | SUB | Ishares Short-term National | -0.1% | -87.87% | 減碼 |
| 38 | LIN | Linde plc | -0.1% | -0.40% | 減碼 |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -4.95% | 減碼 |
| 40 | VICI | Vici Properties Inc | -0.1% | EXIT | 清倉 |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -33.83% | 減碼 |
| 42 | RRX | Regal Rexnord CORP | -0.1% | EXIT | 清倉 |
| 43 | PREF | Pri Spe Pre Sec Acti-usd Inc | -0.2% | -82.00% | 減碼 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -35.47% | 減碼 |
| 45 | AMGN | Amgen Inc | -0.3% | -79.08% | 減碼 |
| 46 | PEP | Pepsico Inc | -0.3% | -94.21% | 減碼 |
| 47 | AMAT | Applied Materials Inc | -0.4% | -72.93% | 減碼 |
| 48 | FIVA | Fidelity Intl Val Fact ETF | -0.7% | EXIT | 清倉 |
| 49 | JMBS | Janus Henderson Mortg Backed | -0.7% | -53.62% | 減碼 |
| 50 | FBND | Fidelity Total Bond ETF | -1.2% | -48.46% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Pallas Capital Advisors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$32.5億，共申報了 582 個公開持股部位。
在 Q4 2024 季度，Pallas Capital Advisors LLC 按市值排列的前三大核心持股分別為：BRKR (23.8%)、GLP (3.0%)、MSFT (2.7%)。其中最大持股部位 BRKR 佔據整體投資組合約 23.8% 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
FENI
市值: US$1464.6萬
本季最大獲利了結 / 清倉標的
FIVA
前期市值: US$1628.7萬
在 Q4 2024 季度中，Pallas Capital Advisors LLC 共進行了 49 項持倉異動，包含新建倉 8 個部位、加碼 9 個部位、減碼 28 個部位以及清倉 4 個部位。 其中最大新建倉標的為 FENI。 本季清倉部位包含 FIVA。
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。