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
93 檔
14.6%
Q3 2024 季度申報顯示，Peloton Wealth Strategists 揭露的美股組合總市值為 US$2.7億，涵蓋 93 個不同之權益投資部位。
Q3 2024 的申報記錄反映 Peloton Wealth Strategists 的板塊替換策略：機構本季推動了 26 筆增持與 23 筆減持，籌碼呈現明顯的結構重組。
整體而言，Peloton Wealth Strategists 的前 5 大持股（包含 MA, TMO, GOOGL）貢獻了組合市值的 14.6%，形成該機構在 Q3 2024 季度的基本面基石。
本季最大新建倉標的
COF
市值: US$77.8萬
本季最大獲利了結 / 清倉標的
BOX
前期市值: US$360.2萬
| # | 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 | 3.32% | -0.21% | -5.32% | |
| 2 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.19% | -0.14% | -2.99% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.15% | +0.68% | +4.36% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.06% | +0.01% | -4.62% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.00% | +0.15% | +6.52% | |
| 6 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.96% | -0.25% | +8.34% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.21% | -3.13% | |
| 8 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.83% | — | +0.47% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.83% | -0.22% | -2.05% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 2.70% | -0.61% | +7.33% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.56% | -0.28% | -0.39% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.55% | -0.23% | +2.98% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.39% | — | +0.05% | |
| 14 | RTX | Rtx CORP | 股票-工業 | 2.26% | -0.45% | -12.87% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 2.19% | -0.42% | +4.94% | |
| 16 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 2.11% | — | -3.87% | |
| 17 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.77% | -0.07% | -1.41% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.76% | +0.05% | -9.25% | |
| 19 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.71% | -0.14% | +5.27% | |
| 20 | AMGN | Amgen Inc | 股票-醫療保健 | 1.70% | -0.11% | -30.51% | |
| 21 | CMI | Cummins Inc | 股票-工業 | 1.68% | +0.40% | -4.65% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.66% | +0.15% | -3.54% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.55% | -0.21% | -6.27% | |
| 24 | EMR | Emerson Electric Co | 股票-工業 | 1.54% | -0.03% | +11.66% | |
| 25 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.52% | — | -3.15% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.47% | +0.16% | -6.25% | |
| 27 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.45% | — | -7.02% | |
| 28 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.42% | — | -4.42% | |
| 29 | YETI | Yeti Holdings Inc | 股票-循環性消費 | 1.41% | — | +0.41% | |
| 30 | GRMN | Garmin Ltd. | 股票-科技 | 1.29% | -0.07% | -8.53% | |
| 31 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 1.29% | — | +68.50% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 1.26% | -0.04% | -0.65% | |
| 33 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 1.25% | +0.05% | +23.08% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.24% | -0.19% | — | |
| 35 | UPS | United Parcel Service-cl B | 股票-工業 | 1.24% | +0.07% | NEW | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.14% | — | -13.00% | |
| 37 | TFC | Truist Financial CORP | 股票-金融 | 1.13% | — | -2.19% | |
| 38 | HON | Honeywell International Inc | 股票-工業 | 1.07% | -0.87% | EXIT | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | — | -5.62% | |
| 40 | TREX | Trex Company Inc | 股票-工業 | 1.02% | — | +3.44% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 1.01% | -0.47% | +12.21% | |
| 42 | IBHD | Ishares Ibonds 2024 H/y Inc | ETF-其他 | 0.95% | — | -2.35% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.90% | -0.80% | EXIT | |
| 44 | SPGI | S&p Global Inc | 股票-金融 | 0.88% | -0.28% | -1.16% | |
| 45 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.87% | +0.19% | +22.64% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.84% | — | +9.06% | |
| 47 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.77% | -0.38% | -2.49% | |
| 48 | ✓ | On Holding AG | 股票-其他 | 0.77% | — | -2.53% | |
| 49 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.74% | +0.01% | +5.11% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.71% | +0.07% | +2.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | INTU | Intuit Inc | +0.8% | +769.60% | 加碼 |
| 2 | LULU | Lululemon Athletica Inc | +0.4% | +68.50% | 加碼 |
| 3 | SNPS | Synopsys Inc | +0.4% | +221.18% | 加碼 |
| 4 | COF | Capital One Financial CORP | +0.3% | NEW | 新建倉 |
| 5 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +278.26% | 加碼 |
| 6 | CRM | Salesforce Inc | +0.3% | +7.33% | 加碼 |
| 7 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.3% | +23.08% | 加碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | +0.05% | 加碼 |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +8.34% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +12.21% | 加碼 |
| 11 | BBY | Best Buy Co Inc | +0.2% | -4.42% | 減碼 |
| 12 | MNST | Monster Beverage CORP | +0.2% | +22.64% | 加碼 |
| 13 | NBIX | Neurocrine Biosciences Inc | +0.2% | NEW | 新建倉 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.2% | -2.99% | 減碼 |
| 15 | HD | Home Depot Inc | +0.2% | -0.65% | 減碼 |
| 16 | ✓ | On Holding AG | +0.1% | -2.53% | 減碼 |
| 17 | VEEV | Veeva Systems Inc-class A | +0.1% | +19.47% | 加碼 |
| 18 | CMI | Cummins Inc | +0.1% | -4.65% | 減碼 |
| 19 | SCHH | Schwab US Reit ETF | +0.1% | +5.11% | 加碼 |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | 新建倉 |
| 21 | EMR | Emerson Electric Co | +0.1% | +11.66% | 加碼 |
| 22 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +5.27% | 加碼 |
| 23 | MCD | Mcdonald's CORP | +0.1% | +0.73% | 加碼 |
| 24 | SPGI | S&p Global Inc | +0.1% | -1.16% | 減碼 |
| 25 | GNRC | Generac Holdings Inc | +0.1% | -2.61% | 減碼 |
| 26 | FTNT | Fortinet Inc | +0.1% | NEW | 新建倉 |
| 27 | MA | Mastercard Inc - A | +0.1% | -5.32% | 減碼 |
| 28 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +2.98% | 加碼 |
| 29 | TPL | Texas Pacific Land CORP | +0.1% | +1.84% | 加碼 |
| 30 | YETI | Yeti Holdings Inc | +0.1% | +0.41% | 加碼 |
| 31 | SBUX | Starbucks CORP | +0.1% | -13.00% | 減碼 |
| 32 | RTX | Rtx CORP | 0% | -12.87% | 減碼 |
| 33 | TFC | Truist Financial CORP | 0% | -2.19% | 減碼 |
| 34 | GS | Goldman Sachs Group Inc | 0% | -3.54% | 減碼 |
| 35 | BAC 7.25 PERP L債券 | Bank Of America CORP | 0% | -1.41% | 減碼 |
| 36 | AMZN | Amazon.com Inc | 0% | +6.52% | 加碼 |
| 37 | PG | Procter & Gamble Co/the | -0.1% | EXIT | 清倉 |
| 38 | FDMT | 4d Molecular Therapeutics In | -0.1% | — | 不變 |
| 39 | TREX | Trex Company Inc | -0.1% | +3.44% | 加碼 |
| 40 | UPS | United Parcel Service-cl B | -0.1% | -5.89% | 減碼 |
| 41 | IBDP | Ishares Ibonds Dec 2024 Term | -0.2% | -3.87% | 減碼 |
| 42 | HON | Honeywell International Inc | -0.2% | -9.52% | 減碼 |
| 43 | SWKS | Skyworks Solutions Inc | -0.2% | -23.07% | 減碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | +4.36% | 加碼 |
| 45 | CMG | Chipotle Mexican Grill Inc | -0.3% | -7.02% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.3% | -3.13% | 減碼 |
| 47 | AMAT | Applied Materials Inc | -0.3% | +4.94% | 加碼 |
| 48 | AMGN | Amgen Inc | -0.8% | -30.51% | 減碼 |
| 49 | IBM | Intl Business Machines CORP | -0.8% | EXIT | 清倉 |
| 50 | BOX | Box Inc - Class A | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Peloton Wealth Strategists 在 Q3 2024 季度的美股持倉總市值約為 US$2.7億，共申報了 93 個公開持股部位。
在 Q3 2024 季度，Peloton Wealth Strategists 按市值排列的前三大核心持股分別為：MA (3.3%)、TMO (3.2%)、GOOGL (3.1%)。其中最大持股部位 MA 佔據整體投資組合約 3.3% 的權重。
在 Q3 2024 季度中，Peloton Wealth Strategists 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 22 個部位、減碼 20 個部位以及清倉 3 個部位。 其中最大新建倉標的為 COF。 本季清倉部位包含 BOX。
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。
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。
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。