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: 0001830817
申報總市值
US$6.1億
US$6.1億
224 檔
12.1%
在 Q3 2024 申報期間，Platform Technology Partners（CIK: 0001830817）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$6.1億，共持有 224 個公開申報部位。
觀察 Q3 2024 的資金脈絡，Platform Technology Partners 在獲利結算 6 檔個股的同時，將資本重新部署至 5 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 AAPL, MSFT, AMZN）累計市值佔比達 12.1%，是驅動 Platform Technology Partners 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 224 檔）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 9.64% | -0.14% | +1.27% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.94% | -0.25% | -1.10% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.18% | -0.12% | -0.90% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | -0.04% | -2.88% | |
| 5 | APO | Apollo Global Management Inc | 股票-金融 | 2.66% | -0.19% | +3.58% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.24% | -0.13% | +7.45% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.05% | -0.16% | +1.54% | |
| 8 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 1.87% | — | +33.16% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | -0.14% | -1.54% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.81% | -0.01% | +8.69% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.71% | -0.20% | -5.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.28% | -0.04% | +0.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.25% | +0.09% | +1.28% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.20% | +0.07% | -4.34% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.19% | -0.18% | -1.28% | |
| 16 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 1.19% | -0.06% | +52.91% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.11% | +0.02% | -0.32% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.36% | +22.53% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.04% | -0.15% | -0.27% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 0.98% | -0.14% | -0.37% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 0.94% | — | -1.01% | |
| 22 | FMHI | First Trust Municipal High I | ETF-其他 | 0.92% | -0.02% | +1.79% | |
| 23 | GE | General Electric | 股票-工業 | 0.92% | +0.04% | -1.91% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.92% | -0.16% | -1.37% | |
| 25 | BX | Blackstone Inc | 股票-金融 | 0.91% | -0.18% | +4.33% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | -0.06% | — | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.88% | +0.13% | +17.45% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.88% | -0.11% | -0.52% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.84% | +0.04% | -15.72% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | +0.02% | +1.39% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | -0.02% | -0.43% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.82% | -0.12% | +0.55% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.82% | -0.05% | -0.52% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.81% | -0.04% | -13.01% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.81% | +0.02% | -0.53% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | +0.13% | +25.13% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.76% | -0.13% | +0.46% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.75% | +0.13% | -0.22% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.66% | -0.07% | +0.37% | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.66% | — | +11.97% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.66% | -0.03% | -0.48% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.65% | -0.16% | +0.02% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.63% | -0.01% | -2.68% | |
| 44 | ABFL | Abacus Fcf Leaders ETF | ETF-其他 | 0.61% | -0.01% | -5.98% | |
| 45 | WMB | Williams Cos Inc | 股票-能源 | 0.61% | -0.07% | -4.55% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.60% | -0.07% | +0.85% | |
| 47 | TY | Tri-continental CORP | 股票-其他 | 0.60% | -0.03% | — | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | +0.17% | -3.89% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.59% | -0.06% | -0.16% | |
| 50 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 0.59% | -0.06% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TY | Tri-continental CORP | +0.6% | NEW | 新建倉 |
| 2 | JSCP | Jpmorgan Short Duration Core | +0.4% | +33.16% | 加碼 |
| 3 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.4% | +52.91% | 加碼 |
| 4 | IWO | Ishares Russell 2000 Growth | +0.2% | NEW | 新建倉 |
| 5 | TSLA | Tesla Inc | +0.2% | -1.01% | 減碼 |
| 6 | SBUX | Starbucks CORP | +0.2% | +11.97% | 加碼 |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +7.45% | 加碼 |
| 8 | BX | Blackstone Inc | +0.1% | +4.33% | 加碼 |
| 9 | AAPL | Apple Inc | +0.1% | +1.27% | 加碼 |
| 10 | DFAS | Dimensional US Small Cap ETF | +0.1% | +17.45% | 加碼 |
| 11 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | NEW | 新建倉 |
| 12 | VUG | Vanguard Growth ETF | +0.1% | +25.13% | 加碼 |
| 13 | FSIG | Ft LTD Duration Inv Grade | +0.1% | +46.71% | 加碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.54% | 加碼 |
| 15 | LMT | Lockheed Martin CORP | +0.1% | +0.46% | 加碼 |
| 16 | CRMT | America's Car-mart Inc | +0.1% | NEW | 新建倉 |
| 17 | RTX | Rtx CORP | +0.1% | -0.37% | 減碼 |
| 18 | PCT | Purecycle Technologies Inc | +0.1% | -4.57% | 減碼 |
| 19 | VKTX | Viking Therapeutics Inc | +0.1% | NEW | 新建倉 |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.69% | 加碼 |
| 21 | GEV | GE Vernova Inc | +0.1% | — | 不變 |
| 22 | HD | Home Depot Inc | +0.1% | -0.32% | 減碼 |
| 23 | NEE | Nextera Energy Inc | +0.1% | -0.52% | 減碼 |
| 24 | MCD | Mcdonald's CORP | +0.1% | +0.55% | 加碼 |
| 25 | GLD | Spdr Gold Shares | +0.1% | +12.14% | 加碼 |
| 26 | WMT | Walmart Inc | +0.1% | +0.02% | 加碼 |
| 27 | HGER | Harbor Commodity All Weather | +0.1% | +38.68% | 加碼 |
| 28 | CVX | Chevron CORP | +0.1% | +22.53% | 加碼 |
| 29 | GE | General Electric | +0.1% | -1.91% | 減碼 |
| 30 | VZ | Verizon Communications Inc | +0.1% | +12.78% | 加碼 |
| 31 | UNH | Unitedhealth Group Inc | 0% | -0.22% | 減碼 |
| 32 | DUK | Duke Energy CORP | 0% | +0.85% | 加碼 |
| 33 | SPGI | S&p Global Inc | 0% | +0.76% | 加碼 |
| 34 | CB | Chubb Limited | 0% | -0.52% | 減碼 |
| 35 | APO | Apollo Global Management Inc | — | +3.58% | 加碼 |
| 36 | JNJ | Johnson & Johnson | — | -1.28% | 減碼 |
| 37 | META | Meta Platforms Inc-class A | 0% | -5.21% | 減碼 |
| 38 | SNOW | Snowflake Inc | -0.1% | EXIT | 清倉 |
| 39 | QCOM | Qualcomm Inc | -0.1% | EXIT | 清倉 |
| 40 | SGI | Somnigroup International Inc | -0.1% | EXIT | 清倉 |
| 41 | ✓ | -0.2% | EXIT | 清倉 | |
| 42 | INOD | Innodata Inc | -0.2% | EXIT | 清倉 |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -13.01% | 減碼 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.2% | -15.72% | 減碼 |
| 45 | BR | Broadridge Financial Solutio | -0.2% | EXIT | 清倉 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.28% | 加碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.3% | -4.34% | 減碼 |
| 48 | NVDA | Nvidia CORP | -0.4% | -2.88% | 減碼 |
| 49 | AMZN | Amazon.com Inc | -0.5% | -0.90% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.7% | -1.10% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Platform Technology Partners 在 Q3 2024 季度的美股持倉總市值約為 US$6.1億，共申報了 224 個公開持股部位。
在 Q3 2024 季度，Platform Technology Partners 按市值排列的前三大核心持股分別為：AAPL (9.6%)、MSFT (4.9%)、AMZN (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.6% 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
TY
市值: US$190.7萬
本季最大獲利了結 / 清倉標的
BR
前期市值: US$62.1萬
在 Q3 2024 季度中，Platform Technology Partners 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 22 個部位、減碼 16 個部位以及清倉 6 個部位。 其中最大新建倉標的為 TY。 本季清倉部位包含 BR。
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。