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: 0002059321
申報總市值
US$13.8億
US$13.8億
156 檔
24.9%
在 Q4 2024 申報期間，PKO Investment Management Joint-Stock Co（CIK: 0002059321）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$13.8億，共持有 156 個公開申報部位。
觀察 Q4 2024 的資金脈絡，PKO Investment Management Joint-Stock Co 在獲利結算 5 檔個股的同時，將資本重新部署至 8 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 IVV, QQQM, QQQE）累計市值佔比達 24.9%，是驅動 PKO Investment Management Joint-Stock Co 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 25.68% | +0.20% | -26.40% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 5.76% | — | — | |
| 3 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 4.69% | — | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.51% | -0.53% | +48.89% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.02% | +0.03% | +13.33% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.64% | +0.58% | +36.21% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.59% | -0.17% | +40.68% | |
| 8 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.79% | -0.75% | -13.65% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.77% | -0.07% | +7.14% | |
| 10 | NEM | Newmont CORP | 股票-原物料 | 1.75% | -0.74% | +13.52% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 1.64% | +1.32% | +230.30% | |
| 12 | ABX | Barrick Gold CORP | 股票-金融 | 1.52% | — | -1.38% | |
| 13 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.45% | -0.24% | -5.04% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.36% | +0.14% | -11.32% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 1.35% | -0.38% | -27.17% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.15% | -0.08% | — | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -0.43% | -12.76% | |
| 18 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.96% | -0.10% | +1250.00% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.30% | -23.56% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 0.90% | +0.53% | — | |
| 21 | FNV | Franco-nevada CORP | 股票-原物料 | 0.89% | -0.39% | -10.48% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 0.89% | -0.09% | +100.00% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.85% | +0.65% | +211.11% | |
| 24 | QCOM | Qualcomm Inc | 股票-科技 | 0.84% | +0.07% | +83.33% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.50% | — | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.76% | +0.10% | +24.77% | |
| 27 | MU | Micron Technology Inc | 股票-科技 | 0.75% | +2.02% | +157.14% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | +0.04% | — | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | -0.02% | +4.17% | |
| 30 | AMGN | Amgen Inc | 股票-醫療保健 | 0.71% | -0.24% | +136.96% | |
| 31 | KGC | Kinross Gold CORP | 股票-原物料 | 0.67% | -0.36% | -1.36% | |
| 32 | KLAC | Kla CORP | 股票-科技 | 0.67% | +0.36% | +325.00% | |
| 33 | GFI | Gold Fields Ltd-spons Adr | 股票-原物料 | 0.67% | -0.35% | +0.75% | |
| 34 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.63% | -0.24% | — | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.58% | -0.04% | -13.48% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | +0.01% | -78.96% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.53% | -0.01% | +23.07% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.52% | -0.21% | -2.73% | |
| 39 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 0.51% | -0.11% | -15.26% | |
| 40 | URTH | Ishares Msci World ETF | ETF-其他 | 0.48% | -0.01% | — | |
| 41 | ON | On Semiconductor | 股票-科技 | 0.47% | — | +100.00% | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 0.47% | +0.20% | — | |
| 43 | RGLD | Royal Gold Inc | 股票-原物料 | 0.47% | -0.19% | -1.73% | |
| 44 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.46% | -0.04% | -49.47% | |
| 45 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.46% | +0.04% | -16.88% | |
| 46 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.46% | +0.16% | — | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | -0.13% | — | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | -0.04% | +20.00% | |
| 49 | CLH | Clean Harbors Inc | 股票-工業 | 0.43% | -0.03% | — | |
| 50 | PAAS | Pan American Silver CORP | 股票-原物料 | 0.42% | -0.24% | -15.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +48.89% | 加碼 |
| 2 | AMD | Advanced Micro Devices | +1% | +230.30% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.9% | +36.21% | 加碼 |
| 4 | AAPL | Apple Inc | +0.9% | +40.68% | 加碼 |
| 5 | REGN | Regeneron Pharmaceuticals | +0.9% | +1250.00% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.5% | +211.11% | 加碼 |
| 7 | KLAC | Kla CORP | +0.5% | +325.00% | 加碼 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.4% | +13.33% | 加碼 |
| 9 | MU | Micron Technology Inc | +0.4% | +157.14% | 加碼 |
| 10 | ADBE | Adobe Inc | +0.4% | +100.00% | 加碼 |
| 11 | AMGN | Amgen Inc | +0.3% | +136.96% | 加碼 |
| 12 | QCOM | Qualcomm Inc | +0.3% | +83.33% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.14% | 加碼 |
| 14 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | — | 不變 |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +322.22% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.2% | -11.32% | 減碼 |
| 17 | ON | On Semiconductor | +0.2% | +100.00% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.2% | — | 不變 |
| 19 | TSLA | Tesla Inc | +0.2% | -27.17% | 減碼 |
| 20 | NFLX | Netflix Inc | -0.1% | -50.00% | 減碼 |
| 21 | FNV | Franco-nevada CORP | -0.2% | -10.48% | 減碼 |
| 22 | EEM | Ishares Msci Emerging Market | -0.2% | -13.48% | 減碼 |
| 23 | SNOW | Snowflake Inc | -0.2% | -58.06% | 減碼 |
| 24 | WPM | Wheaton Precious Metals CORP | -0.2% | -5.04% | 減碼 |
| 25 | LULU | Lululemon Athletica Inc | -0.2% | -61.54% | 減碼 |
| 26 | INTC | Intel CORP | -0.2% | -39.22% | 減碼 |
| 27 | BHP | Bhp Group Ltd-spon Adr | -0.2% | -15.26% | 減碼 |
| 28 | MBLY | Mobileye Global Inc-a | -0.3% | -67.86% | 減碼 |
| 29 | PYPL | Paypal Holdings Inc | -0.3% | -50.00% | 減碼 |
| 30 | XOM | Exxon Mobil CORP | -0.3% | -12.76% | 減碼 |
| 31 | CVX | Chevron CORP | -0.3% | -23.56% | 減碼 |
| 32 | AEM | Agnico Eagle Mines LTD | -0.3% | -13.65% | 減碼 |
| 33 | DXCM | Dexcom Inc | -0.3% | -49.47% | 減碼 |
| 34 | ABX | Barrick Gold CORP | -0.4% | -1.38% | 減碼 |
| 35 | NEM | Newmont CORP | -0.4% | +13.52% | 加碼 |
| 36 | IJR | Ishares Core S&p Small-cap E | -2.2% | -78.96% | 減碼 |
| 37 | IVV | Ishares Core S&p 500 ETF | -8.2% | -26.40% | 減碼 |
| 38 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | — | NEW | 新建倉 |
| 39 | LRCX | Lam Research CORP | — | NEW | 新建倉 |
| 40 | IWM | Ishares Russell 2000 ETF | — | NEW | 新建倉 |
| 41 | MELI | Mercadolibre Inc | — | NEW | 新建倉 |
| 42 | LRCXEUR | Lam Research CORP | — | EXIT | 清倉 |
| 43 | TXN | Texas Instruments Inc | — | NEW | 新建倉 |
| 44 | COST | Costco Wholesale CORP | — | NEW | 新建倉 |
| 45 | TTWO | Take-two Interactive Softwre | — | EXIT | 清倉 |
| 46 | MRVL | Marvell Technology Inc | — | EXIT | 清倉 |
| 47 | ADI | Analog Devices Inc | — | NEW | 新建倉 |
| 48 | CRM | Salesforce Inc | — | EXIT | 清倉 |
| 49 | TEAM | Atlassian Corp-cl A | — | EXIT | 清倉 |
| 50 | EA | Electronic Arts Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，PKO Investment Management Joint-Stock Co 在 Q4 2024 季度的美股持倉總市值約為 US$13.8億，共申報了 156 個公開持股部位。
在 Q4 2024 季度，PKO Investment Management Joint-Stock Co 按市值排列的前三大核心持股分別為：IVV (25.7%)、QQQM (5.8%)、QQQE (4.7%)。其中最大持股部位 IVV 佔據整體投資組合約 25.7% 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
QQQE
市值: US$3770.3萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$489.6萬
在 Q4 2024 季度中，PKO Investment Management Joint-Stock Co 共進行了 48 項持倉異動，包含新建倉 8 個部位、加碼 16 個部位、減碼 19 個部位以及清倉 5 個部位。 其中最大新建倉標的為 QQQE。 本季清倉部位包含 LRCXEUR。
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。