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: 0001689232
申報總市值
US$4.6億
US$4.6億
76 檔
24.4%
根據最新整理的 13F 季度數據集，Patton Fund Management, Inc. 於 Q3 2024 結束時的管理資產規模為 US$4.6億。該機構在本季度申報了 76 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Patton Fund Management, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 15 個部位並完全清倉 19 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Patton Fund Management, Inc. 的前 5 大持股（包含 IEF, VWO, EFA）貢獻了組合市值的 24.4%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.99% | +2.43% | -0.18% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.92% | +1.30% | -0.56% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.64% | +0.83% | -3.24% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.49% | +1.33% | -1.02% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.22% | +1.35% | -1.78% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.03% | +1.13% | -1.32% | |
| 7 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.95% | +0.67% | -5.65% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.86% | +0.94% | -4.22% | |
| 9 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.47% | +0.29% | -1.93% | |
| 10 | VTR | Ventas Inc | 股票-房地產 | 1.46% | -0.05% | — | |
| 11 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.46% | +0.02% | -5.26% | |
| 12 | PHM | Pultegroup Inc | 股票-循環性消費 | 1.39% | -0.04% | EXIT | |
| 13 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.38% | — | -5.50% | |
| 14 | SPG | Simon Property Group Inc | 股票-房地產 | 1.35% | -0.04% | EXIT | |
| 15 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.35% | -0.35% | EXIT | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | +0.53% | -22.37% | |
| 17 | NVR | Nvr Inc | 股票-循環性消費 | 1.33% | -0.04% | EXIT | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.33% | -0.04% | EXIT | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.31% | -0.04% | EXIT | |
| 20 | FICO | Fair Isaac CORP | 股票-科技 | 1.31% | -0.05% | EXIT | |
| 21 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.30% | -0.05% | EXIT | |
| 22 | KKR | Kkr & Co Inc | 股票-金融 | 1.30% | -0.06% | EXIT | |
| 23 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.28% | -0.04% | EXIT | |
| 24 | RMD | Resmed Inc | 股票-醫療保健 | 1.25% | -0.04% | EXIT | |
| 25 | GRMN | Garmin Ltd. | 股票-科技 | 1.24% | -0.05% | EXIT | |
| 26 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.24% | -0.04% | EXIT | |
| 27 | PH | Parker Hannifin CORP | 股票-工業 | 1.24% | -0.04% | EXIT | |
| 28 | GDDY | Godaddy Inc - Class A | 股票-科技 | 1.23% | -0.06% | EXIT | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 1.21% | -0.04% | EXIT | |
| 30 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.19% | +0.23% | +7.00% | |
| 31 | AXON | Axon Enterprise Inc | 股票-工業 | 1.18% | — | -5.25% | |
| 32 | UHS | Universal Health Services-b | 股票-醫療保健 | 1.18% | -0.05% | EXIT | |
| 33 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.18% | -0.50% | EXIT | |
| 34 | WDC | Western Digital CORP | 股票-科技 | 1.17% | +0.49% | -5.27% | |
| 35 | KLAC | Kla CORP | 股票-科技 | 1.17% | +0.49% | -5.27% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | -0.06% | EXIT | |
| 37 | TT | Trane Technologies plc | 股票-工業 | 1.14% | -0.04% | EXIT | |
| 38 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 1.13% | -0.04% | EXIT | |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.11% | -0.04% | EXIT | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | +0.05% | -5.30% | |
| 41 | DVA | Davita Inc | 股票-醫療保健 | 1.08% | -0.05% | EXIT | |
| 42 | T | At&t Inc | 股票-通訊服務 | 1.07% | -0.06% | EXIT | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.07% | -0.05% | EXIT | |
| 44 | PGR | Progressive CORP | 股票-金融 | 1.06% | — | -5.14% | |
| 45 | URI | United Rentals Inc | 股票-工業 | 1.04% | -0.04% | EXIT | |
| 46 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.01% | +0.38% | -5.12% | |
| 47 | BRO | Brown & Brown Inc | 股票-金融 | 0.99% | -0.03% | EXIT | |
| 48 | FANG | Diamondback Energy Inc | 股票-能源 | 0.99% | -0.05% | EXIT | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.99% | +0.47% | -5.16% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.93% | -0.36% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTR | Ventas Inc | +1.5% | NEW | 新建倉 |
| 2 | SPG | Simon Property Group Inc | +1.4% | NEW | 新建倉 |
| 3 | COST | Costco Wholesale CORP | +1.3% | NEW | 新建倉 |
| 4 | KKR | Kkr & Co Inc | +1.3% | NEW | 新建倉 |
| 5 | RMD | Resmed Inc | +1.3% | NEW | 新建倉 |
| 6 | TRV | Travelers Cos Inc/the | +1.2% | NEW | 新建倉 |
| 7 | GDDY | Godaddy Inc - Class A | +1.2% | NEW | 新建倉 |
| 8 | UHS | Universal Health Services-b | +1.2% | NEW | 新建倉 |
| 9 | T | At&t Inc | +1.1% | NEW | 新建倉 |
| 10 | FANG | Diamondback Energy Inc | +1% | NEW | 新建倉 |
| 11 | APH | Amphenol Corp-cl A | +0.9% | NEW | 新建倉 |
| 12 | TER | Teradyne Inc | +0.9% | NEW | 新建倉 |
| 13 | COF | Capital One Financial CORP | +0.8% | NEW | 新建倉 |
| 14 | DFSEUR | Discover Financial Services | +0.8% | NEW | 新建倉 |
| 15 | WRB | Wr Berkley CORP | +0.7% | NEW | 新建倉 |
| 16 | LEN | Lennar Corp-a | +0.4% | +23.91% | 加碼 |
| 17 | DHI | Dr Horton Inc | +0.3% | -2.05% | 減碼 |
| 18 | AXON | Axon Enterprise Inc | +0.2% | -5.25% | 減碼 |
| 19 | PHM | Pultegroup Inc | +0.2% | -5.40% | 減碼 |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -0.56% | 減碼 |
| 21 | FICO | Fair Isaac CORP | +0.2% | -5.47% | 減碼 |
| 22 | NVR | Nvr Inc | +0.2% | -4.93% | 減碼 |
| 23 | IEF | Ishares 7-10 Year Treasury B | +0.2% | -0.18% | 減碼 |
| 24 | RWR | Ss Spdr Dow Jones Reit ETF | +0.2% | -5.65% | 減碼 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -4.22% | 減碼 |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.78% | 減碼 |
| 27 | IWR | Ishares Russell Mid-cap ETF | +0.1% | -1.32% | 減碼 |
| 28 | WDC | Western Digital CORP | -0.2% | -5.27% | 減碼 |
| 29 | AMAT | Applied Materials Inc | -0.3% | -5.16% | 減碼 |
| 30 | MCK | Mckesson CORP | -0.3% | -5.20% | 減碼 |
| 31 | NVDA | Nvidia CORP | -0.5% | -22.37% | 減碼 |
| 32 | DECK | Deckers Outdoor CORP | -0.7% | EXIT | 清倉 |
| 33 | WRKUSD | Westrock Co | -0.7% | EXIT | 清倉 |
| 34 | BBWI | Bath & Body Works Inc | -0.7% | EXIT | 清倉 |
| 35 | PSX | Phillips 66 | -0.8% | EXIT | 清倉 |
| 36 | SNPS | Synopsys Inc | -0.8% | EXIT | 清倉 |
| 37 | CEG | Constellation Energy | -0.8% | EXIT | 清倉 |
| 38 | AIZ | Assurant Inc | -0.9% | EXIT | 清倉 |
| 39 | CDNS | Cadence Design Sys Inc | -1% | EXIT | 清倉 |
| 40 | MAR | Marriott International -cl A | -1% | EXIT | 清倉 |
| 41 | BKNG | Booking Holdings Inc | -1% | EXIT | 清倉 |
| 42 | FSLR | First Solar Inc | -1% | EXIT | 清倉 |
| 43 | SCHW | Schwab (charles) CORP | -1.1% | EXIT | 清倉 |
| 44 | FCX | Freeport-mcmoran Inc | -1.2% | EXIT | 清倉 |
| 45 | TTWO | Take-two Interactive Softwre | -1.2% | EXIT | 清倉 |
| 46 | VST | Vistra CORP | -1.2% | EXIT | 清倉 |
| 47 | MU | Micron Technology Inc | -1.2% | EXIT | 清倉 |
| 48 | QCOM | Qualcomm Inc | -1.2% | EXIT | 清倉 |
| 49 | CMG | Chipotle Mexican Grill Inc | -1.2% | EXIT | 清倉 |
| 50 | LRCXEUR | Lam Research CORP | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Patton Fund Management, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$4.6億，共申報了 76 個公開持股部位。
在 Q3 2024 季度，Patton Fund Management, Inc. 按市值排列的前三大核心持股分別為：IEF (9.0%)、VWO (3.9%)、EFA (3.6%)。其中最大持股部位 IEF 佔據整體投資組合約 9.0% 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
VTR
市值: US$708.3萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$616.2萬
在 Q3 2024 季度中，Patton Fund Management, Inc. 共進行了 50 項持倉異動，包含新建倉 15 個部位、加碼 1 個部位、減碼 15 個部位以及清倉 19 個部位。 其中最大新建倉標的為 VTR。 本季清倉部位包含 LRCXEUR。
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。