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
92 檔
14.5%
Peloton Wealth Strategists 在 Q2 2024 季度的美股部位總計估值為 US$2.7億，分散於 92 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2024 期間，Peloton Wealth Strategists 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 3 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 GOOGL, MA, MSFT）累計市值佔比達 14.5%，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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.43% | +0.68% | -2.37% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 3.24% | -0.21% | -1.01% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.21% | +0.41% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.19% | +0.01% | -0.20% | |
| 5 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.05% | -0.14% | -1.47% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.02% | +0.15% | -1.06% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.91% | -0.22% | +2.85% | |
| 8 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.89% | — | +2.91% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.75% | -0.25% | +4.46% | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.61% | -0.28% | +0.57% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 2.52% | -0.42% | -3.18% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.47% | -0.23% | +3.72% | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 2.46% | -0.11% | -1.44% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 2.45% | -0.61% | -2.59% | |
| 15 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 2.27% | — | -0.45% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 2.22% | -0.45% | -0.28% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.15% | — | -2.00% | |
| 18 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.75% | — | +4675.44% | |
| 19 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.75% | -0.07% | +1.17% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.74% | +0.05% | -0.54% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.66% | -0.21% | -0.44% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.63% | +0.15% | +0.08% | |
| 23 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.62% | — | -0.42% | |
| 24 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.61% | -0.14% | +4.96% | |
| 25 | CMI | Cummins Inc | 股票-工業 | 1.56% | +0.40% | +0.15% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.55% | +0.16% | -1.98% | |
| 27 | BOX | Box Inc - Class A | 股票-科技 | 1.48% | — | -12.38% | |
| 28 | EMR | Emerson Electric Co | 股票-工業 | 1.43% | -0.03% | -0.38% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 1.37% | +0.07% | NEW | |
| 30 | GRMN | Garmin Ltd. | 股票-科技 | 1.35% | -0.07% | -11.78% | |
| 31 | YETI | Yeti Holdings Inc | 股票-循環性消費 | 1.35% | — | -1.83% | |
| 32 | HON | Honeywell International Inc | 股票-工業 | 1.26% | -0.87% | EXIT | |
| 33 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.25% | — | -0.55% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.23% | -0.19% | — | |
| 35 | TREX | Trex Company Inc | 股票-工業 | 1.13% | — | -2.94% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 1.11% | -0.04% | -0.14% | |
| 37 | TFC | Truist Financial CORP | 股票-金融 | 1.09% | — | +0.17% | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.08% | — | -0.88% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | — | +3.05% | |
| 40 | IBHD | Ishares Ibonds 2024 H/y Inc | ETF-其他 | 1.01% | — | -0.47% | |
| 41 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 1.00% | +0.05% | +10.60% | |
| 42 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.87% | — | +15.66% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.86% | — | +19.60% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | — | -0.11% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.83% | -0.47% | -0.58% | |
| 46 | SPGI | S&p Global Inc | 股票-金融 | 0.79% | -0.28% | -2.98% | |
| 47 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.73% | -0.38% | +1.16% | |
| 48 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.70% | — | -5.05% | |
| 49 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.70% | +0.19% | -5.27% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.66% | — | -2.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.37% | 減碼 |
| 2 | AMAT | Applied Materials Inc | +0.3% | -3.18% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.2% | +0.41% | 加碼 |
| 4 | ADBE | Adobe Inc | +0.2% | +19.60% | 加碼 |
| 5 | AMGN | Amgen Inc | +0.2% | -1.44% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | -1.06% | 減碼 |
| 7 | COST | Costco Wholesale CORP | +0.2% | — | 不變 |
| 8 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | 加碼 |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +4.46% | 加碼 |
| 10 | LLY | Eli Lilly & Co | +0.1% | +13.36% | 加碼 |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +2.91% | 加碼 |
| 12 | EG | Everest Group, Ltd. | +0.1% | NEW | 新建倉 |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 14 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +2.85% | 加碼 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建倉 |
| 16 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +10.60% | 加碼 |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +3.72% | 加碼 |
| 18 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +31.03% | 加碼 |
| 19 | TPL | Texas Pacific Land CORP | +0.1% | — | 不變 |
| 20 | OEF | Ishares S&p 100 ETF | +0.1% | -1.98% | 減碼 |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +4.96% | 加碼 |
| 22 | RTX | Rtx CORP | +0.1% | -0.28% | 減碼 |
| 23 | NVDA | Nvidia CORP | +0.1% | +885.79% | 加碼 |
| 24 | JNJ | Johnson & Johnson | 0% | +3.05% | 加碼 |
| 25 | USB | US Bancorp | -0.1% | — | 不變 |
| 26 | KEYS | Keysight Technologies In | -0.1% | -5.11% | 減碼 |
| 27 | CMI | Cummins Inc | -0.1% | +0.15% | 加碼 |
| 28 | IBM | Intl Business Machines CORP | -0.1% | -0.11% | 減碼 |
| 29 | PEP | Pepsico Inc | -0.1% | -0.44% | 減碼 |
| 30 | RMD | Resmed Inc | -0.1% | -18.19% | 減碼 |
| 31 | DVN | Devon Energy CORP | -0.1% | -8.66% | 減碼 |
| 32 | SSO | Proshares Ultra S&p500 | -0.1% | EXIT | 清倉 |
| 33 | ACN | Accenture plc | -0.1% | — | 不變 |
| 34 | VEEV | Veeva Systems Inc-class A | -0.1% | +2.81% | 加碼 |
| 35 | UPS | United Parcel Service-cl B | -0.1% | -0.35% | 減碼 |
| 36 | LYB | LyondellBasell Industries N.V. | -0.1% | -0.42% | 減碼 |
| 37 | ABBV | Abbvie Inc | -0.1% | -0.54% | 減碼 |
| 38 | LULU | Lululemon Athletica Inc | -0.1% | +15.66% | 加碼 |
| 39 | FDMT | 4d Molecular Therapeutics In | -0.1% | — | 不變 |
| 40 | HD | Home Depot Inc | -0.1% | -0.14% | 減碼 |
| 41 | PFE | Pfizer Inc | -0.1% | EXIT | 清倉 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.2% | -1.47% | 減碼 |
| 43 | MNST | Monster Beverage CORP | -0.2% | -5.27% | 減碼 |
| 44 | FIVE | Five Below | -0.2% | +3.02% | 加碼 |
| 45 | SBUX | Starbucks CORP | -0.2% | -0.88% | 減碼 |
| 46 | ALGN | Align Technology Inc | -0.2% | -4.22% | 減碼 |
| 47 | MA | Mastercard Inc - A | -0.3% | -1.01% | 減碼 |
| 48 | BOX | Box Inc - Class A | -0.3% | -12.38% | 減碼 |
| 49 | TREX | Trex Company Inc | -0.4% | -2.94% | 減碼 |
| 50 | CRM | Salesforce Inc | -0.5% | -2.59% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Peloton Wealth Strategists 在 Q2 2024 季度的美股持倉總市值約為 US$2.7億，共申報了 92 個公開持股部位。
在 Q2 2024 季度，Peloton Wealth Strategists 按市值排列的前三大核心持股分別為：GOOGL (3.4%)、MA (3.2%)、MSFT (3.2%)。其中最大持股部位 GOOGL 佔據整體投資組合約 3.4% 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
EG
市值: US$27.2萬
本季最大獲利了結 / 清倉標的
PFE
前期市值: US$32.3萬
在 Q2 2024 季度中，Peloton Wealth Strategists 共進行了 45 項持倉異動，包含新建倉 3 個部位、加碼 17 個部位、減碼 23 個部位以及清倉 2 個部位。 其中最大新建倉標的為 EG。 本季清倉部位包含 PFE。
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。