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
26.2%
在 Q4 2024 申報期間，Patton Fund Management, Inc.（CIK: 0001689232）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$4.6億，共持有 76 個公開申報部位。
觀察 Q4 2024 的資金脈絡，Patton Fund Management, Inc. 在獲利結算 20 檔個股的同時，將資本重新部署至 21 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 IEF, IVV, VWO）累計市值佔比達 26.2%，是驅動 Patton Fund Management, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 8.06% | +2.43% | +0.29% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.17% | +0.32% | NEW | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.29% | +1.30% | -3.94% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.26% | +1.33% | -3.40% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.97% | +0.83% | -4.74% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.96% | +1.35% | -3.10% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.81% | +1.13% | -2.70% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.53% | +0.94% | -5.20% | |
| 9 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.52% | +0.67% | -2.62% | |
| 10 | TPR | Tapestry Inc | 股票-循環性消費 | 1.68% | -0.48% | EXIT | |
| 11 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.63% | -0.05% | EXIT | |
| 12 | AXON | Axon Enterprise Inc | 股票-工業 | 1.45% | — | -12.96% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | -0.05% | EXIT | |
| 14 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.37% | -0.04% | EXIT | |
| 15 | SYF | Synchrony Financial | 股票-金融 | 1.35% | -0.04% | EXIT | |
| 16 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.34% | +0.29% | -3.44% | |
| 17 | MSI | Motorola Solutions Inc | 股票-科技 | 1.33% | -0.04% | EXIT | |
| 18 | ANET | Arista Networks Inc | 股票-科技 | 1.32% | -0.06% | EXIT | |
| 19 | CFG | Citizens Financial Group | 股票-金融 | 1.31% | -0.04% | EXIT | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.28% | -0.06% | EXIT | |
| 21 | ETR | Entergy CORP | 股票-公用事業 | 1.27% | -0.05% | EXIT | |
| 22 | WELL | Welltower Inc | 股票-房地產 | 1.27% | -0.42% | EXIT | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 1.26% | -0.04% | EXIT | |
| 24 | GDDY | Godaddy Inc - Class A | 股票-科技 | 1.25% | -0.06% | EXIT | |
| 25 | OKE | Oneok Inc | 股票-能源 | 1.24% | -0.06% | EXIT | |
| 26 | TSLA | Tesla Inc | 股票-循環性消費 | 1.23% | -0.04% | EXIT | |
| 27 | KKR | Kkr & Co Inc | 股票-金融 | 1.22% | -0.06% | EXIT | |
| 28 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 1.21% | -0.04% | EXIT | |
| 29 | GRMN | Garmin Ltd. | 股票-科技 | 1.20% | -0.05% | EXIT | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | +0.53% | -14.97% | |
| 31 | AXP | American Express Co | 股票-金融 | 1.18% | -0.04% | EXIT | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.14% | -0.04% | EXIT | |
| 33 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 1.12% | -0.04% | EXIT | |
| 34 | FICO | Fair Isaac CORP | 股票-科技 | 1.11% | -0.05% | EXIT | |
| 35 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.11% | -0.06% | EXIT | |
| 36 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.11% | +0.23% | +1.80% | |
| 37 | VTR | Ventas Inc | 股票-房地產 | 1.11% | -0.05% | -13.06% | |
| 38 | SPG | Simon Property Group Inc | 股票-房地產 | 1.10% | -0.04% | EXIT | |
| 39 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.10% | -0.35% | EXIT | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | +0.05% | -12.95% | |
| 41 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.04% | -0.50% | EXIT | |
| 42 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.03% | -0.04% | EXIT | |
| 43 | PH | Parker Hannifin CORP | 股票-工業 | 1.03% | -0.04% | EXIT | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.99% | -0.18% | EXIT | |
| 45 | RMD | Resmed Inc | 股票-醫療保健 | 0.95% | -0.04% | EXIT | |
| 46 | NVR | Nvr Inc | 股票-循環性消費 | 0.92% | -0.04% | EXIT | |
| 47 | T | At&t Inc | 股票-通訊服務 | 0.90% | -0.06% | EXIT | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.05% | EXIT | |
| 49 | TT | Trane Technologies plc | 股票-工業 | 0.90% | -0.04% | EXIT | |
| 50 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.89% | -0.04% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +6.2% | NEW | 新建倉 |
| 2 | TPR | Tapestry Inc | +1.7% | NEW | 新建倉 |
| 3 | PLTR | Palantir Technologies Inc-a | +1.6% | NEW | 新建倉 |
| 4 | JPM | Jpmorgan Chase & Co | +1.4% | NEW | 新建倉 |
| 5 | CBRE | Cbre Group Inc - A | +1.4% | NEW | 新建倉 |
| 6 | SYF | Synchrony Financial | +1.4% | NEW | 新建倉 |
| 7 | ANET | Arista Networks Inc | +1.3% | NEW | 新建倉 |
| 8 | CFG | Citizens Financial Group | +1.3% | NEW | 新建倉 |
| 9 | ETR | Entergy CORP | +1.3% | NEW | 新建倉 |
| 10 | WELL | Welltower Inc | +1.3% | NEW | 新建倉 |
| 11 | OKE | Oneok Inc | +1.2% | NEW | 新建倉 |
| 12 | TSLA | Tesla Inc | +1.2% | NEW | 新建倉 |
| 13 | AXP | American Express Co | +1.2% | NEW | 新建倉 |
| 14 | CCL1EUR | Carnival CORP LTD | +1.1% | NEW | 新建倉 |
| 15 | PYPL | Paypal Holdings Inc | +1.1% | NEW | 新建倉 |
| 16 | ABBV | Abbvie Inc | +1% | NEW | 新建倉 |
| 17 | PEG | Public Service Enterprise Gp | +0.9% | NEW | 新建倉 |
| 18 | CEG | Constellation Energy | +0.9% | NEW | 新建倉 |
| 19 | GM | General Motors Co | +0.8% | NEW | 新建倉 |
| 20 | UBER | Uber Technologies Inc | +0.8% | NEW | 新建倉 |
| 21 | VST | Vistra CORP | +0.7% | NEW | 新建倉 |
| 22 | MSI | Motorola Solutions Inc | +0.5% | +73.74% | 加碼 |
| 23 | AXON | Axon Enterprise Inc | +0.3% | -12.96% | 減碼 |
| 24 | VTR | Ventas Inc | -0.4% | -13.06% | 減碼 |
| 25 | STX | Seagate Technology Holdings plc | -0.4% | -13.05% | 減碼 |
| 26 | NVR | Nvr Inc | -0.4% | -12.50% | 減碼 |
| 27 | RWR | Ss Spdr Dow Jones Reit ETF | -0.4% | -2.62% | 減碼 |
| 28 | ORLY | O'reilly Automotive Inc | -0.6% | EXIT | 清倉 |
| 29 | VWO | Vanguard Ftse Emerging Marke | -0.6% | -3.94% | 減碼 |
| 30 | LIN | Linde plc | -0.6% | EXIT | 清倉 |
| 31 | EFA | Ishares Msci Eafe ETF | -0.7% | -4.74% | 減碼 |
| 32 | AMGN | Amgen Inc | -0.8% | EXIT | 清倉 |
| 33 | FDX | Fedex CORP | -0.8% | EXIT | 清倉 |
| 34 | IR | Ingersoll-rand Inc | -0.9% | EXIT | 清倉 |
| 35 | TER | Teradyne Inc | -0.9% | EXIT | 清倉 |
| 36 | NXPI | NXP Semiconductors N.V. | -0.9% | EXIT | 清倉 |
| 37 | MCK | Mckesson CORP | -0.9% | EXIT | 清倉 |
| 38 | IEF | Ishares 7-10 Year Treasury B | -0.9% | +0.29% | 加碼 |
| 39 | FANG | Diamondback Energy Inc | -1% | EXIT | 清倉 |
| 40 | AMAT | Applied Materials Inc | -1% | EXIT | 清倉 |
| 41 | URI | United Rentals Inc | -1% | EXIT | 清倉 |
| 42 | WDC | Western Digital CORP | -1.2% | EXIT | 清倉 |
| 43 | KLAC | Kla CORP | -1.2% | EXIT | 清倉 |
| 44 | UHS | Universal Health Services-b | -1.2% | EXIT | 清倉 |
| 45 | DHI | Dr Horton Inc | -1.3% | EXIT | 清倉 |
| 46 | LEN | Lennar Corp-a | -1.3% | EXIT | 清倉 |
| 47 | LLY | Eli Lilly & Co | -1.3% | EXIT | 清倉 |
| 48 | ANETEUR | Arista Networks Inc | -1.4% | EXIT | 清倉 |
| 49 | PHM | Pultegroup Inc | -1.4% | EXIT | 清倉 |
| 50 | MPWR | Monolithic Power Systems Inc | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Patton Fund Management, Inc. 在 Q4 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 Q4 2024 季度，Patton Fund Management, Inc. 按市值排列的前三大核心持股分別為：IEF (8.1%)、IVV (6.2%)、VWO (3.3%)。其中最大持股部位 IEF 佔據整體投資組合約 8.1% 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
IVV
市值: US$3151.5萬
本季最大獲利了結 / 清倉標的
MPWR
前期市值: US$707.4萬
在 Q4 2024 季度中，Patton Fund Management, Inc. 共進行了 50 項持倉異動，包含新建倉 21 個部位、加碼 2 個部位、減碼 7 個部位以及清倉 20 個部位。 其中最大新建倉標的為 IVV。 本季清倉部位包含 MPWR。
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。