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
218 檔
13.1%
根據最新整理的 13F 季度數據集，Platform Technology Partners 於 Q4 2024 結束時的管理資產規模為 US$6.1億。該機構在本季度申報了 218 檔美股持倉，呈現出該時期的主要投資地圖。
Platform Technology Partners 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 28 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Platform Technology Partners 的前 5 大持股（包含 AAPL, MSFT, AMZN）貢獻了組合市值的 13.1%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 218 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 | 9.81% | -0.14% | -2.82% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | -0.25% | +1.78% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.57% | -0.12% | -0.90% | |
| 4 | APO | Apollo Global Management Inc | 股票-金融 | 3.10% | -0.19% | -8.59% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.98% | -0.04% | +0.29% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.30% | -0.13% | +230.50% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.25% | -0.01% | +26.40% | |
| 8 | EVSD | Eaton Vance Shrt Dur Inc | ETF-其他 | 2.10% | -0.15% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | -0.14% | -3.41% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.89% | -0.16% | -2.79% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.68% | -0.20% | -0.02% | |
| 12 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 1.46% | -0.06% | +33.72% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.39% | +0.09% | +1.07% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.38% | — | -0.80% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | +0.07% | -0.38% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.27% | -0.04% | +0.64% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.04% | +0.02% | +0.74% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.03% | -0.15% | -1.12% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.01% | -0.36% | +0.13% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | -0.18% | -2.03% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 1.00% | +0.13% | +27.32% | |
| 22 | BX | Blackstone Inc | 股票-金融 | 0.99% | -0.18% | -0.07% | |
| 23 | TY | Tri-continental CORP | 股票-其他 | 0.94% | -0.03% | +69.00% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | +0.02% | +0.80% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.93% | +0.13% | +9.65% | |
| 26 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.91% | +0.02% | +1.04% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.90% | -0.14% | -0.28% | |
| 28 | FMHI | First Trust Municipal High I | ETF-其他 | 0.88% | -0.02% | +1.40% | |
| 29 | BA | Boeing Co/the | 股票-工業 | 0.86% | -0.04% | +31.54% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.85% | +0.04% | +2.30% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.85% | -0.06% | — | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.79% | -0.16% | -0.03% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | -0.02% | +0.39% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.75% | -0.12% | -0.34% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.75% | -0.05% | -0.54% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.72% | -0.11% | +0.22% | |
| 37 | WMB | Williams Cos Inc | 股票-能源 | 0.70% | -0.07% | +0.58% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.66% | -0.16% | -4.75% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.61% | -0.13% | +1.07% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.61% | +0.13% | -2.74% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.60% | -0.04% | -21.78% | |
| 42 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.59% | — | +0.01% | |
| 43 | ABFL | Abacus Fcf Leaders ETF | ETF-其他 | 0.59% | -0.01% | -2.17% | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.59% | -0.04% | -0.41% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.58% | -0.03% | -1.35% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | +0.04% | +2.00% | |
| 47 | GE | General Electric | 股票-工業 | 0.56% | +0.04% | -29.05% | |
| 48 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 0.56% | -0.06% | -0.00% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事業 | 0.55% | -0.07% | +1.60% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.53% | -0.07% | +3.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EVSD | Eaton Vance Shrt Dur Inc | +2.1% | NEW | 新建倉 |
| 2 | APO | Apollo Global Management Inc | +0.4% | -8.59% | 減碼 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.4% | +26.40% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.4% | -0.80% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.4% | -0.90% | 減碼 |
| 6 | BA | Boeing Co/the | +0.4% | +31.54% | 加碼 |
| 7 | TY | Tri-continental CORP | +0.3% | +69.00% | 加碼 |
| 8 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.3% | +33.72% | 加碼 |
| 9 | CAAA | First Trust Aaa Cmbs Etf-usd | +0.3% | NEW | 新建倉 |
| 10 | VUG | Vanguard Growth ETF | +0.2% | +27.32% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | +0.29% | 加碼 |
| 12 | AAPL | Apple Inc | +0.2% | -2.82% | 減碼 |
| 13 | NKE | Nike Inc -cl B | +0.2% | +72.25% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.07% | 加碼 |
| 15 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | NEW | 新建倉 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -3.41% | 減碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -0.38% | 減碼 |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +1.04% | 加碼 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +0.80% | 加碼 |
| 21 | WMB | Williams Cos Inc | +0.1% | +0.58% | 加碼 |
| 22 | CRM | Salesforce Inc | +0.1% | -0.41% | 減碼 |
| 23 | XPO | Xpo Inc | +0.1% | NEW | 新建倉 |
| 24 | BX | Blackstone Inc | +0.1% | -0.07% | 減碼 |
| 25 | FSIG | Ft LTD Duration Inv Grade | +0.1% | +26.90% | 加碼 |
| 26 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +230.50% | 加碼 |
| 27 | DFAS | Dimensional US Small Cap ETF | +0.1% | +9.65% | 加碼 |
| 28 | VKTX | Viking Therapeutics Inc | -0.1% | EXIT | 清倉 |
| 29 | BIIB | Biogen Inc | -0.1% | EXIT | 清倉 |
| 30 | CRMT | America's Car-mart Inc | -0.1% | EXIT | 清倉 |
| 31 | DLN | Wisdomtree US Largecap Divid | -0.1% | -20.00% | 減碼 |
| 32 | VTV | Vanguard Value ETF | -0.1% | -18.57% | 減碼 |
| 33 | GDX | Vaneck Gold Miners ETF | -0.1% | EXIT | 清倉 |
| 34 | DRVN | Driven Brands Holdings Inc | -0.1% | -62.00% | 減碼 |
| 35 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 36 | ABBV | Abbvie Inc | -0.1% | -9.48% | 減碼 |
| 37 | AMGN | Amgen Inc | -0.1% | +3.80% | 加碼 |
| 38 | PEP | Pepsico Inc | -0.1% | -0.03% | 減碼 |
| 39 | RUM | Rum Group Inc | -0.1% | EXIT | 清倉 |
| 40 | BIV | Vanguard Intermediate-term B | -0.1% | -21.01% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -2.74% | 減碼 |
| 42 | FPEI | First Trust Institutional Pr | -0.2% | -24.58% | 減碼 |
| 43 | LMT | Lockheed Martin CORP | -0.2% | +1.07% | 加碼 |
| 44 | NEE | Nextera Energy Inc | -0.2% | +0.22% | 加碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.79% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.2% | -2.03% | 減碼 |
| 47 | DIS | Walt Disney Co/the | -0.2% | EXIT | 清倉 |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -21.78% | 減碼 |
| 49 | GE | General Electric | -0.4% | -29.05% | 減碼 |
| 50 | JSCP | Jpmorgan Short Duration Core | -1.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Platform Technology Partners 在 Q4 2024 季度的美股持倉總市值約為 US$6.1億，共申報了 218 個公開持股部位。
在 Q4 2024 季度，Platform Technology Partners 按市值排列的前三大核心持股分別為：AAPL (9.8%)、MSFT (4.7%)、AMZN (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.8% 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
EVSD
市值: US$694.6萬
本季最大獲利了結 / 清倉標的
JSCP
前期市值: US$596.2萬
在 Q4 2024 季度中，Platform Technology Partners 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 17 個部位、減碼 20 個部位以及清倉 8 個部位。 其中最大新建倉標的為 EVSD。 本季清倉部位包含 JSCP。
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。