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
16.1%
在 Q4 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 92 個公開申報部位。
數據顯示 Peloton Wealth Strategists 於 Q4 2024 季度持續回收資金，對 22 個既有部位進行裁減並清倉 8 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Peloton Wealth Strategists 的前 5 大核心持股（包含 AMZN, GOOGL, MA 等）合計佔整體申報市值的 16.1%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
TGT
市值: US$191.8萬
本季最大獲利了結 / 清倉標的
IBDP
前期市值: US$532.1萬
| # | 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.70% | +0.15% | +3.46% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.60% | +0.68% | -1.20% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 3.56% | -0.21% | -1.01% | |
| 4 | CRM | Salesforce Inc | 股票-科技 | 3.36% | -0.61% | +0.31% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.32% | +0.01% | -6.09% | |
| 6 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 3.21% | -0.25% | +9.32% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 3.00% | -0.22% | +6.16% | |
| 8 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.99% | — | +4.22% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.21% | -1.15% | |
| 10 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.82% | -0.23% | +12.28% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.72% | -0.28% | +5.46% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.71% | -0.14% | -0.77% | |
| 13 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 2.17% | — | +17.83% | |
| 14 | RTX | Rtx CORP | 股票-工業 | 2.14% | -0.45% | -2.14% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.08% | — | -1.12% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 2.04% | -0.14% | +22.28% | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.92% | +0.15% | -1.60% | |
| 18 | CMI | Cummins Inc | 股票-工業 | 1.80% | +0.40% | -1.93% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 1.79% | -0.42% | +0.18% | |
| 20 | EMR | Emerson Electric Co | 股票-工業 | 1.77% | -0.03% | +0.37% | |
| 21 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.67% | -0.07% | -2.94% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.60% | +0.05% | -0.16% | |
| 23 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.57% | — | +2.21% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.54% | +0.16% | -1.13% | |
| 25 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 1.40% | +0.05% | +15.10% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.36% | -0.19% | +4.20% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.35% | -0.21% | -3.50% | |
| 28 | YETI | Yeti Holdings Inc | 股票-循環性消費 | 1.35% | — | +0.58% | |
| 29 | HON | Honeywell International Inc | 股票-工業 | 1.30% | -0.87% | EXIT | |
| 30 | AMGN | Amgen Inc | 股票-醫療保健 | 1.19% | -0.11% | -15.22% | |
| 31 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.18% | — | -1.52% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工業 | 1.14% | +0.07% | NEW | |
| 33 | TFC | Truist Financial CORP | 股票-金融 | 1.12% | — | -3.63% | |
| 34 | INTU | Intuit Inc | 股票-科技 | 1.12% | -0.80% | EXIT | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 1.11% | -0.47% | -2.93% | |
| 36 | TREX | Trex Company Inc | 股票-工業 | 1.09% | — | +1.89% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.98% | +0.05% | +177.43% | |
| 38 | GRMN | Garmin Ltd. | 股票-科技 | 0.96% | -0.07% | -37.86% | |
| 39 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.94% | +0.19% | +6.09% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | — | -3.48% | |
| 41 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.88% | — | -19.01% | |
| 42 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.87% | — | -27.11% | |
| 43 | SPGI | S&p Global Inc | 股票-金融 | 0.86% | -0.28% | — | |
| 44 | ✓ | On Holding AG | 股票-其他 | 0.85% | — | +0.26% | |
| 45 | NBIX | Neurocrine Biosciences Inc | 股票-醫療保健 | 0.78% | +0.19% | +301.56% | |
| 46 | TGT | Target CORP | 股票-循環性消費 | 0.77% | -0.05% | — | |
| 47 | COF | Capital One Financial CORP | 股票-金融 | 0.76% | +0.33% | +104.52% | |
| 48 | ADBE | Adobe Inc | 股票-科技 | 0.75% | — | +1.83% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.04% | -39.27% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.71% | +0.07% | +0.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LULU | Lululemon Athletica Inc | +0.9% | +17.83% | 加碼 |
| 2 | TGT | Target CORP | +0.8% | NEW | 新建倉 |
| 3 | AMZN | Amazon.com Inc | +0.7% | +3.46% | 加碼 |
| 4 | CRM | Salesforce Inc | +0.7% | +0.31% | 加碼 |
| 5 | NBIX | Neurocrine Biosciences Inc | +0.6% | +301.56% | 加碼 |
| 6 | VRTX | Vertex Pharmaceuticals Inc | +0.6% | +177.43% | 加碼 |
| 7 | FCX | Freeport-mcmoran Inc | +0.5% | NEW | 新建倉 |
| 8 | COF | Capital One Financial CORP | +0.5% | +104.52% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.20% | 減碼 |
| 10 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.3% | +22.28% | 加碼 |
| 11 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.3% | NEW | 新建倉 |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | +0.3% | +12.28% | 加碼 |
| 13 | GS | Goldman Sachs Group Inc | +0.3% | -1.60% | 減碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | -6.09% | 減碼 |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.3% | +9.32% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.2% | -1.01% | 減碼 |
| 17 | EMR | Emerson Electric Co | +0.2% | +0.37% | 加碼 |
| 18 | HON | Honeywell International Inc | +0.2% | +9.56% | 加碼 |
| 19 | INTU | Intuit Inc | +0.2% | +20.16% | 加碼 |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +6.16% | 加碼 |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +5.46% | 加碼 |
| 22 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.2% | +4.22% | 加碼 |
| 23 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.2% | +15.10% | 加碼 |
| 24 | EXEL | Exelixis Inc | +0.1% | -3.86% | 減碼 |
| 25 | BAC 7.25 PERP L債券 | Bank Of America CORP | -0.1% | -2.94% | 減碼 |
| 26 | UPS | United Parcel Service-cl B | -0.1% | -1.93% | 減碼 |
| 27 | RTX | Rtx CORP | -0.1% | -2.14% | 減碼 |
| 28 | JNJ | Johnson & Johnson | -0.1% | -3.48% | 減碼 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -18.98% | 減碼 |
| 30 | VMI | Valmont Industries | -0.2% | EXIT | 清倉 |
| 31 | ABBV | Abbvie Inc | -0.2% | -0.16% | 減碼 |
| 32 | PEP | Pepsico Inc | -0.2% | -3.50% | 減碼 |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | -0.2% | EXIT | 清倉 |
| 34 | RMD | Resmed Inc | -0.2% | -46.83% | 減碼 |
| 35 | DVN | Devon Energy CORP | -0.2% | -31.27% | 減碼 |
| 36 | BBY | Best Buy Co Inc | -0.2% | -1.52% | 減碼 |
| 37 | ALB | Albemarle CORP | -0.3% | EXIT | 清倉 |
| 38 | SBUX | Starbucks CORP | -0.3% | -19.01% | 減碼 |
| 39 | FIVE | Five Below | -0.3% | EXIT | 清倉 |
| 40 | UNH | Unitedhealth Group Inc | -0.3% | -1.12% | 減碼 |
| 41 | GRMN | Garmin Ltd. | -0.3% | -37.86% | 減碼 |
| 42 | AMAT | Applied Materials Inc | -0.4% | +0.18% | 加碼 |
| 43 | SWKS | Skyworks Solutions Inc | -0.5% | EXIT | 清倉 |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.5% | -0.77% | 減碼 |
| 45 | AMGN | Amgen Inc | -0.5% | -15.22% | 減碼 |
| 46 | HD | Home Depot Inc | -0.5% | -39.27% | 減碼 |
| 47 | ALGN | Align Technology Inc | -0.5% | EXIT | 清倉 |
| 48 | LYB | LyondellBasell Industries N.V. | -0.7% | -27.11% | 減碼 |
| 49 | IBHD | Ishares Ibonds 2024 H/y Inc | -1% | EXIT | 清倉 |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | -2.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Peloton Wealth Strategists 在 Q4 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 Q4 2024 季度，Peloton Wealth Strategists 按市值排列的前三大核心持股分別為：AMZN (3.7%)、GOOGL (3.6%)、MA (3.6%)。其中最大持股部位 AMZN 佔據整體投資組合約 3.7% 的權重。
在 Q4 2024 季度中，Peloton Wealth Strategists 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 17 個部位、減碼 22 個部位以及清倉 8 個部位。 其中最大新建倉標的為 TGT。 本季清倉部位包含 IBDP。
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。