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: 0001316926
申報總市值
US$10.6億
US$10.6億
96 檔
61.0%
Polaris Capital Management, LLC 在 Q4 2024 季度的美股部位總計估值為 US$10.6億，分散於 96 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，Polaris Capital Management, LLC 採取防禦導向的調倉策略，本季減碼 50 檔個股並出清 3 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 SW, BPOP, LIN）累計市值佔比達 61.0%，是驅動 Polaris Capital Management, LLC 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 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 7.85% | +2.67% | — | |
| 2 | BPOP | Popular Inc | 股票-金融 | 7.10% | +1.07% | -8.53% | |
| 3 | LIN | Linde plc | 股票-原物料 | 6.52% | -0.17% | -20.14% | |
| 4 | JAZZ | Jazz Pharmaceuticals plc | 股票-醫療保健 | 6.45% | +1.05% | -16.83% | |
| 5 | TGLS | Tecnoglass Inc. | 股票-其他 | 3.29% | — | +2.48% | |
| 6 | VIPS | Vipshop Holdings LTD - Adr | 股票-循環性消費 | 3.04% | — | — | |
| 7 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 2.86% | -0.73% | -8.14% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.26% | -0.05% | -9.05% | |
| 9 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 2.24% | -1.96% | -7.12% | |
| 10 | NOMD | Nomad Foods Limited | 股票-其他 | 2.15% | +0.19% | -15.18% | |
| 11 | SLM | Slm CORP | 股票-金融 | 2.12% | +0.13% | -4.14% | |
| 12 | IBOC | International Bancshares Crp | 股票-其他 | 2.07% | -0.25% | -4.18% | |
| 13 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.99% | -0.35% | -3.27% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.95% | -0.39% | -3.19% | |
| 15 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.94% | -0.10% | -5.28% | |
| 16 | WBS | Webster Financial CORP | 股票-金融 | 1.93% | -0.81% | -5.59% | |
| 17 | ✓ | 股票-其他 | 1.93% | — | -3.65% | ||
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | — | -6.69% | |
| 19 | NTRS | Northern Trust CORP | 股票-金融 | 1.90% | — | -3.71% | |
| 20 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.86% | -1.06% | -2.50% | |
| 21 | CG | Carlyle Group Inc/the | 股票-金融 | 1.81% | — | -3.41% | |
| 22 | CROX | Crocs Inc | 股票-循環性消費 | 1.81% | — | -3.24% | |
| 23 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 1.78% | -0.81% | +0.58% | |
| 24 | MKSI | Mks Inc | 股票-科技 | 1.77% | -2.53% | EXIT | |
| 25 | MTB | M & T Bank CORP | 股票-金融 | 1.72% | -0.36% | -1.35% | |
| 26 | CB | Chubb Limited | 股票-金融 | 1.70% | -0.54% | -3.48% | |
| 27 | GD | General Dynamics CORP | 股票-工業 | 1.70% | -0.78% | -2.77% | |
| 28 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 1.68% | -0.55% | -3.93% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.65% | -0.55% | -5.28% | |
| 30 | WMB | Williams Cos Inc | 股票-能源 | 1.57% | -0.64% | -41.34% | |
| 31 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 1.49% | — | +0.19% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.43% | — | -1.01% | |
| 33 | ARW | Arrow Electronics Inc | 股票-科技 | 1.43% | +0.57% | +1.08% | |
| 34 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.42% | -0.86% | -0.24% | |
| 35 | SAIC | Science Applications Inte | 股票-科技 | 1.37% | — | -2.26% | |
| 36 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.30% | -0.12% | +0.55% | |
| 37 | NOV | Nov Inc | 股票-能源 | 1.29% | — | -0.78% | |
| 38 | LKQ | Lkq CORP | 股票-循環性消費 | 1.25% | -0.60% | +3.73% | |
| 39 | SBH | Sally Beauty Holdings Inc | 股票-其他 | 1.21% | — | -0.18% | |
| 40 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.06% | +0.52% | +7.63% | |
| 41 | DCOM | Dime Commercial Bancshares I | 股票-其他 | 0.59% | — | -2.98% | |
| 42 | EBC | Eastern Bankshares Inc | 股票-其他 | 0.54% | — | -11.74% | |
| 43 | ✓ | 股票-其他 | 0.44% | — | +3.09% | ||
| 44 | OFG | Ofg Bancorp | 股票-其他 | 0.30% | +0.14% | -13.47% | |
| 45 | SPFI | South Plains Financial Inc | 股票-其他 | 0.24% | +0.12% | -10.75% | |
| 46 | NBN | Northeast Bank | 股票-其他 | 0.22% | +0.14% | +3.55% | |
| 47 | HTB | Hometrust Bancshares Inc | 股票-其他 | 0.20% | +0.14% | — | |
| 48 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 0.12% | +0.11% | -21.75% | |
| 49 | CBAN | Colony Bankcorp | 股票-其他 | 0.10% | — | +6.99% | |
| 50 | AL | Air Lease CORP | 股票-其他 | 0.10% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SW | Smurfit Westrock Plc | +7.9% | NEW | 新建倉 |
| 2 | VIPS | Vipshop Holdings LTD - Adr | +3% | NEW | 新建倉 |
| 3 | TGLS | Tecnoglass Inc. | +0.5% | +2.48% | 加碼 |
| 4 | SLM | Slm CORP | +0.3% | -4.14% | 減碼 |
| 5 | CFR | Cullen/frost Bankers Inc | +0.2% | -3.27% | 減碼 |
| 6 | COF | Capital One Financial CORP | +0.2% | — | 減碼 |
| 7 | HTB | Hometrust Bancshares Inc | +0.2% | NEW | 新建倉 |
| 8 | CG | Carlyle Group Inc/the | +0.2% | -3.41% | 減碼 |
| 9 | WBS | Webster Financial CORP | +0.2% | -5.59% | 減碼 |
| 10 | NTRS | Northern Trust CORP | +0.1% | -3.71% | 減碼 |
| 11 | ✓ | Bank Of Nt Butterfield&son L | +0.1% | NEW | 新建倉 |
| 12 | GILD | Gilead Sciences Inc | +0.1% | -2.50% | 減碼 |
| 13 | NTST | Netstreit CORP | +0.1% | NEW | 新建倉 |
| 14 | AEO | American Eagle Outfitters | +0.1% | NEW | 新建倉 |
| 15 | INDB | Independent Bank Corp/ma | +0.1% | +123.47% | 加碼 |
| 16 | ALSN | Allison Transmission Holding | 0% | -8.14% | 減碼 |
| 17 | MTB | M & T Bank CORP | 0% | -1.35% | 減碼 |
| 18 | ✓ | 0% | +3.09% | 加碼 | |
| 19 | AMPH | Amphastar Pharmaceuticals In | 0% | NEW | 新建倉 |
| 20 | NBN | Northeast Bank | 0% | +3.55% | 加碼 |
| 21 | CHCO | City Holding Co | 0% | +71.65% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -9.05% | 減碼 |
| 23 | PRDO | Perdoceo Education CORP | 0% | +25.98% | 加碼 |
| 24 | DCOM | Dime Commercial Bancshares I | 0% | -2.98% | 減碼 |
| 25 | SUPN | Supernus Pharmaceuticals Inc | 0% | +10.59% | 加碼 |
| 26 | WGO | Winnebago Industries | 0% | +47.24% | 加碼 |
| 27 | ✓ | Csg Systems International In | 0% | +10.74% | 加碼 |
| 28 | WNC | Wabash National CORP | 0% | +28.35% | 加碼 |
| 29 | HRMY | Harmony Biosciences Holdings | 0% | +29.56% | 加碼 |
| 30 | CVI | Cvr Energy Inc | 0% | +33.70% | 加碼 |
| 31 | PEBO | Peoples Bancorp Inc | 0% | — | 不變 |
| 32 | CBAN | Colony Bankcorp | — | +6.99% | 加碼 |
| 33 | BHB | Bar Harbor Bankshares | — | +15.21% | 加碼 |
| 34 | IMKTA | Ingles Markets Inc-class A | — | +24.71% | 加碼 |
| 35 | AL | Air Lease CORP | — | — | 不變 |
| 36 | AYI | Acuity Inc | — | — | 不變 |
| 37 | FSEA | First Seacoast Bancorp Inc | — | — | 不變 |
| 38 | SSBUSD | Southstate Bank CORP | — | — | 不變 |
| 39 | EVTC | Evertec Inc | — | — | 不變 |
| 40 | BAP | Credicorp Ltd. | — | -5.26% | 減碼 |
| 41 | EBF | Ennis Inc | — | +16.04% | 加碼 |
| 42 | HEESEUR | H&e Equipment Services Inc | — | — | 不變 |
| 43 | DNOW | Dnow Inc | — | — | 不變 |
| 44 | KFRC | Kforce Inc | — | +8.18% | 加碼 |
| 45 | ✓ | Cfsb Bancorp Inc Com | — | — | 不變 |
| 46 | IBOC | International Bancshares Crp | 0% | -4.18% | 減碼 |
| 47 | VVX | V2x Inc | 0% | — | 不變 |
| 48 | BKE | Buckle Inc/the | 0% | -29.85% | 減碼 |
| 49 | EEFT | Euronet Worldwide Inc | 0% | -34.94% | 減碼 |
| 50 | EPRT | Essential Properties Realty | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Polaris Capital Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$10.6億，共申報了 96 個公開持股部位。
在 Q4 2024 季度，Polaris Capital Management, LLC 按市值排列的前三大核心持股分別為：SW (7.8%)、BPOP (7.1%)、LIN (6.5%)。其中最大持股部位 SW 佔據整體投資組合約 7.8% 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
SW
市值: US$1.6億
本季最大獲利了結 / 清倉標的
JBI
前期市值: US$123.3萬
在 Q4 2024 季度中，Polaris Capital Management, LLC 共進行了 84 項持倉異動，包含新建倉 7 個部位、加碼 24 個部位、減碼 50 個部位以及清倉 3 個部位。 其中最大新建倉標的為 SW。 本季清倉部位包含 JBI。
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。