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: 0001080132
申報總市值
US$2.7億
US$2.7億
91 檔
14.3%
在 Q1 2024 申報期間，Peloton Wealth Strategists（CIK: 0001080132）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$2.7億，共持有 91 個公開申報部位。
觀察 Q1 2024 的資金脈絡，Peloton Wealth Strategists 在獲利結算 6 檔個股的同時，將資本重新部署至 3 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 MA, TMO, JPM）累計市值佔比達 14.3%，是驅動 Peloton Wealth Strategists 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 | MA | Mastercard Inc - A | 股票-金融 | 3.53% | -0.21% | -1.81% | |
| 2 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.21% | -0.14% | -2.33% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.13% | +0.01% | +0.27% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -0.21% | -0.94% | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 2.90% | -0.61% | -6.32% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.87% | +0.68% | -1.49% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.81% | +0.15% | +1.11% | |
| 8 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.80% | -0.22% | +5.55% | |
| 9 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.77% | — | +2.95% | |
| 10 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.61% | -0.25% | +5.89% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.57% | -0.28% | +5.25% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.37% | -0.23% | +10.51% | |
| 13 | AMAT | Applied Materials Inc | 股票-科技 | 2.25% | -0.42% | -2.22% | |
| 14 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 2.24% | — | — | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 2.24% | -0.11% | -2.75% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 2.14% | -0.45% | +0.20% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.11% | — | +12.95% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.84% | +0.05% | -0.68% | |
| 19 | BOX | Box Inc - Class A | 股票-科技 | 1.79% | — | -9.06% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.74% | -0.21% | +0.25% | |
| 21 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.72% | — | -0.24% | |
| 22 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.70% | -0.07% | +1.71% | |
| 23 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.68% | — | -1.79% | |
| 24 | CMI | Cummins Inc | 股票-工業 | 1.63% | +0.40% | +0.55% | |
| 25 | TREX | Trex Company Inc | 股票-工業 | 1.55% | — | -1.99% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.53% | -0.14% | +9.69% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.49% | +0.15% | +0.61% | |
| 28 | UPS | United Parcel Service-cl B | 股票-工業 | 1.47% | +0.07% | NEW | |
| 29 | EMR | Emerson Electric Co | 股票-工業 | 1.46% | -0.03% | +3.33% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.46% | +0.16% | -5.93% | |
| 31 | GRMN | Garmin Ltd. | 股票-科技 | 1.39% | -0.07% | — | |
| 32 | YETI | Yeti Holdings Inc | 股票-循環性消費 | 1.37% | — | +1.63% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.27% | — | -0.15% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 1.22% | -0.04% | -2.84% | |
| 35 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.21% | — | +1.18% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 1.19% | -0.87% | EXIT | |
| 37 | TFC | Truist Financial CORP | 股票-金融 | 1.08% | — | +4.29% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.05% | -0.19% | +12.88% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | — | -1.10% | |
| 40 | IBHD | Ishares Ibonds 2024 H/y Inc | ETF-其他 | 1.00% | — | +2.00% | |
| 41 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.97% | — | +27.82% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.91% | — | -2.69% | |
| 43 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.90% | +0.05% | +5.85% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.87% | -0.47% | -0.81% | |
| 45 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.87% | +0.19% | — | |
| 46 | SPGI | S&p Global Inc | 股票-金融 | 0.77% | -0.28% | +27.57% | |
| 47 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.74% | — | +0.30% | |
| 48 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.73% | — | -0.46% | |
| 49 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.69% | -0.38% | +2.49% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.68% | — | +7.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.3% | -2.22% | 減碼 |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | +0.27% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +1.11% | 加碼 |
| 4 | VEEV | Veeva Systems Inc-class A | +0.3% | +123.64% | 加碼 |
| 5 | CMG | Chipotle Mexican Grill Inc | +0.2% | -1.79% | 減碼 |
| 6 | CMI | Cummins Inc | +0.2% | +0.55% | 加碼 |
| 7 | ✓ | On Holding AG | +0.2% | +34.52% | 加碼 |
| 8 | RTX | Rtx CORP | +0.2% | +0.20% | 加碼 |
| 9 | SNPS | Synopsys Inc | +0.2% | NEW | 新建倉 |
| 10 | ABBV | Abbvie Inc | +0.2% | -0.68% | 減碼 |
| 11 | EMR | Emerson Electric Co | +0.2% | +3.33% | 加碼 |
| 12 | COST | Costco Wholesale CORP | +0.2% | +12.88% | 加碼 |
| 13 | TREX | Trex Company Inc | +0.2% | -1.99% | 減碼 |
| 14 | MA | Mastercard Inc - A | +0.1% | -1.81% | 減碼 |
| 15 | TPL | Texas Pacific Land CORP | +0.1% | +457.14% | 加碼 |
| 16 | VMI | Valmont Industries | +0.1% | NEW | 新建倉 |
| 17 | MSFT | Microsoft CORP | +0.1% | -0.94% | 減碼 |
| 18 | GRMN | Garmin Ltd. | +0.1% | — | 不變 |
| 19 | SPGI | S&p Global Inc | +0.1% | +27.57% | 加碼 |
| 20 | FDMT | 4d Molecular Therapeutics In | +0.1% | — | 不變 |
| 21 | FIVE | Five Below | +0.1% | +52.18% | 加碼 |
| 22 | TECH | Bio-techne CORP | +0.1% | NEW | 新建倉 |
| 23 | ALGN | Align Technology Inc | +0.1% | -0.46% | 減碼 |
| 24 | LLY | Eli Lilly & Co | +0.1% | — | 不變 |
| 25 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +10.51% | 加碼 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | -2.69% | 減碼 |
| 27 | IWD | Ishares Russell 1000 Value E | +0.1% | +7.11% | 加碼 |
| 28 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +7.30% | 加碼 |
| 29 | GS | Goldman Sachs Group Inc | 0% | +0.61% | 加碼 |
| 30 | TFC | Truist Financial CORP | 0% | +4.29% | 加碼 |
| 31 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +9.69% | 加碼 |
| 32 | TMO | Thermo Fisher Scientific Inc | 0% | -2.33% | 減碼 |
| 33 | CRM | Salesforce Inc | 0% | -6.32% | 減碼 |
| 34 | LYB | LyondellBasell Industries N.V. | 0% | -0.24% | 減碼 |
| 35 | HD | Home Depot Inc | 0% | -2.84% | 減碼 |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | -1.49% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | 0% | +12.95% | 加碼 |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +5.89% | 加碼 |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +5.25% | 加碼 |
| 40 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.1% | +5.55% | 加碼 |
| 41 | IWP | Ishares Russell Mid-cap Grow | -0.1% | EXIT | 清倉 |
| 42 | IWF | Ishares Russell 1000 Growth | -0.1% | EXIT | 清倉 |
| 43 | ZTS | Zoetis Inc | -0.2% | +2.49% | 加碼 |
| 44 | MDT | Medtronic plc | -0.2% | -31.29% | 減碼 |
| 45 | MKTX | Marketaxess Holdings Inc | -0.2% | EXIT | 清倉 |
| 46 | AMGN | Amgen Inc | -0.3% | -2.75% | 減碼 |
| 47 | SONO | Sonos Inc | -0.3% | EXIT | 清倉 |
| 48 | MASI* | Masimo CORP | -0.3% | EXIT | 清倉 |
| 49 | PRU | Prudential Financial Inc | -0.4% | EXIT | 清倉 |
| 50 | YETI | Yeti Holdings Inc | -0.6% | +1.63% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Peloton Wealth Strategists 在 Q1 2024 季度的美股持倉總市值約為 US$2.7億，共申報了 91 個公開持股部位。
在 Q1 2024 季度，Peloton Wealth Strategists 按市值排列的前三大核心持股分別為：MA (3.5%)、TMO (3.2%)、JPM (3.1%)。其中最大持股部位 MA 佔據整體投資組合約 3.5% 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
SNPS
市值: US$43.8萬
本季最大獲利了結 / 清倉標的
PRU
前期市值: US$87.6萬
在 Q1 2024 季度中，Peloton Wealth Strategists 共進行了 47 項持倉異動，包含新建倉 3 個部位、加碼 23 個部位、減碼 15 個部位以及清倉 6 個部位。 其中最大新建倉標的為 SNPS。 本季清倉部位包含 PRU。
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。