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: 0001142031
申報總市值
US$38.0億
US$38.0億
204 檔
8.3%
截至 Q1 2024 季度末，Private Management Group Inc 的美股持倉估值約為 US$38.0億，全數申報部位共有 204 檔。
Private Management Group Inc 在 Q1 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 36 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，Private Management Group Inc 的前 5 大持股（包含 BRK-B, SPNT, VLO）貢獻了組合市值的 8.3%，形成該機構在 Q1 2024 季度的基本面基石。
僅顯示前 200 大持股（共 204 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.17% | -0.09% | -8.34% | |
| 2 | SPNT | SiriusPoint Ltd. | 股票-其他 | 2.54% | -0.22% | -4.68% | |
| 3 | VLO | Valero Energy CORP | 股票-能源 | 2.38% | -0.11% | -9.25% | |
| 4 | JEF | Jefferies Financial Group In | 股票-金融 | 2.13% | +0.09% | -9.96% | |
| 5 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.77% | -0.33% | -2.20% | |
| 6 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.73% | +0.12% | -3.08% | |
| 7 | OGN | Organon & Co | 股票-醫療保健 | 1.65% | +0.58% | -0.85% | |
| 8 | STT | State Street CORP | 股票-金融 | 1.58% | +0.25% | -1.03% | |
| 9 | PBF | Pbf Energy Inc-class A | 股票-能源 | 1.47% | -0.12% | -4.89% | |
| 10 | CRC | California Resources CORP | 股票-能源 | 1.45% | -0.58% | +0.86% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | +0.01% | -38.25% | |
| 12 | TDS | Telephone And Data Systems | 股票-通訊服務 | 1.38% | -0.02% | -10.91% | |
| 13 | CNA | Cna Financial CORP | 股票-其他 | 1.37% | — | -8.79% | |
| 14 | PB | Prosperity Bancshares Inc | 股票-金融 | 1.34% | -0.01% | -0.56% | |
| 15 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.33% | -0.08% | -0.71% | |
| 16 | PK | Park Hotels & Resorts Inc | 股票-房地產 | 1.31% | +0.18% | -9.84% | |
| 17 | OI | O-i Glass Inc | 股票-其他 | 1.30% | -0.10% | +0.66% | |
| 18 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 1.29% | -0.13% | +14.23% | |
| 19 | BBUC | Brookfield Business Corporation | 股票-其他 | 1.28% | -0.84% | EXIT | |
| 20 | ACI | Albertsons Cos Inc - Class A | 股票-非循環性消費 | 1.26% | -0.08% | +0.21% | |
| 21 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.25% | — | +0.07% | |
| 22 | PDM | Piedmont Realty Trust Inc | 股票-其他 | 1.23% | +0.20% | +0.32% | |
| 23 | PAG | Penske Automotive Group Inc | 股票-循環性消費 | 1.19% | +0.06% | -10.57% | |
| 24 | FWRDUSD | Forward Air CORP | 股票-其他 | 1.17% | — | — | |
| 25 | ONB | Old National Bancorp | 股票-金融 | 1.17% | — | -0.51% | |
| 26 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.17% | — | -9.81% | |
| 27 | BRSP | Brightspire Capital Inc | 股票-其他 | 1.16% | -0.08% | +0.39% | |
| 28 | ALLY | Ally Financial Inc | 股票-金融 | 1.15% | -0.09% | -7.58% | |
| 29 | SUI | Sun Communities Inc | 股票-房地產 | 1.13% | -0.09% | -2.27% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.10% | -0.03% | -13.84% | |
| 31 | CG | Carlyle Group Inc/the | 股票-金融 | 1.08% | +0.10% | -2.90% | |
| 32 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 1.07% | — | -9.48% | |
| 33 | BN | Brookfield CORP | 股票-金融 | 1.07% | -0.04% | -0.64% | |
| 34 | BBDC | Barings Bdc Inc | 股票-其他 | 1.07% | +0.05% | +0.09% | |
| 35 | CABO | Cable One Inc | 股票-通訊服務 | 1.07% | -0.14% | +648.27% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | +0.05% | -3.88% | |
| 37 | ASC | Ardmore Shipping Corporation | 股票-其他 | 0.99% | -0.14% | -0.65% | |
| 38 | PKOH | Park-ohio Holdings CORP | 股票-其他 | 0.99% | +0.19% | -0.50% | |
| 39 | VNO | Vornado Realty Trust | 股票-房地產 | 0.97% | +0.38% | -9.53% | |
| 40 | DBRG | Digitalbridge Group Inc | 股票-金融 | 0.96% | -0.76% | -0.89% | |
| 41 | MET | Metlife Inc | 股票-金融 | 0.96% | +0.06% | +0.97% | |
| 42 | JBGS | Jbg Smith Properties | 股票-其他 | 0.96% | -0.04% | -0.38% | |
| 43 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 0.93% | -0.55% | +16.63% | |
| 44 | AN | Autonation Inc | 股票-循環性消費 | 0.92% | -0.06% | -1.06% | |
| 45 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 0.92% | -0.02% | -18.86% | |
| 46 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.91% | +0.01% | -0.42% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.88% | -0.18% | +26.79% | |
| 48 | INSW | International Seaways, Inc. | 股票-其他 | 0.87% | -0.11% | -0.82% | |
| 49 | VNT | Vontier CORP | 股票-科技 | 0.87% | +0.15% | -33.79% | |
| 50 | FDX | Fedex CORP | 股票-工業 | 0.87% | -0.03% | -2.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FWRDUSD | Forward Air CORP | +1.2% | NEW | 新建倉 |
| 2 | CABO | Cable One Inc | +0.9% | +648.27% | 加碼 |
| 3 | LBRDA | Liberty Broadband-a | +0.7% | +212386.52% | 加碼 |
| 4 | PDCOEUR | Patterson Cos Inc | +0.4% | NEW | 新建倉 |
| 5 | ✓ | Cmnty Wst Banc | +0.4% | NEW | 新建倉 |
| 6 | VLO | Valero Energy CORP | +0.4% | -9.25% | 減碼 |
| 7 | OGN | Organon & Co | +0.4% | -0.85% | 減碼 |
| 8 | PBF | Pbf Energy Inc-class A | +0.3% | -4.89% | 減碼 |
| 9 | QDEL | Quidelortho CORP | +0.3% | +132.01% | 加碼 |
| 10 | VERI | Veritone Inc | +0.2% | -12.23% | 減碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -8.34% | 減碼 |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +91.20% | 加碼 |
| 13 | NYCBEUR | New York Community Bancorp | +0.2% | +1639.12% | 加碼 |
| 14 | TEVA | Teva Pharmaceutical-sp Adr | +0.2% | -3.23% | 減碼 |
| 15 | KLG | Wk Kellogg Co | +0.1% | -0.69% | 減碼 |
| 16 | LBTYA | Liberty Global Ltd. | +0.1% | +44.59% | 加碼 |
| 17 | VZ | Verizon Communications Inc | +0.1% | -2.20% | 減碼 |
| 18 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +26.79% | 加碼 |
| 19 | ASC | Ardmore Shipping Corporation | +0.1% | -0.65% | 減碼 |
| 20 | CC | Chemours Co/the | +0.1% | +66.08% | 加碼 |
| 21 | INSW | International Seaways, Inc. | +0.1% | -0.82% | 減碼 |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -20.81% | 減碼 |
| 23 | ONEW | Onewater Marine Inc-cl A | -0.1% | -0.73% | 減碼 |
| 24 | VNT | Vontier CORP | -0.1% | -33.79% | 減碼 |
| 25 | OABI | Omniab Inc | -0.2% | -13.68% | 減碼 |
| 26 | GILD | Gilead Sciences Inc | -0.2% | +0.07% | 加碼 |
| 27 | PAG | Penske Automotive Group Inc | -0.2% | -10.57% | 減碼 |
| 28 | CCK | Crown Holdings Inc | -0.2% | -0.42% | 減碼 |
| 29 | PNW | Pinnacle West Capital Corporation | -0.2% | -9.81% | 減碼 |
| 30 | DFIN | Donnelley Financial Solution | -0.2% | -48.06% | 減碼 |
| 31 | ARCO | Arcos Dorados Holdings Inc. | -0.2% | -3.72% | 減碼 |
| 32 | KO | The Coca-Cola Company | -0.2% | -24.65% | 減碼 |
| 33 | WBD | Warner Bros Discovery Inc | -0.2% | +14.23% | 加碼 |
| 34 | VSEC | Vse CORP | -0.2% | EXIT | 清倉 |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -13.84% | 減碼 |
| 36 | GEF | Greif Inc-cl A | -0.2% | -30.80% | 減碼 |
| 37 | WFG | West Fraser Timber Co LTD | -0.2% | EXIT | 清倉 |
| 38 | PRDO | Perdoceo Education CORP | -0.2% | -34.82% | 減碼 |
| 39 | SSBUSD | Southstate Bank CORP | -0.3% | -29.73% | 減碼 |
| 40 | ANDE | Andersons Inc/the | -0.3% | -40.63% | 減碼 |
| 41 | SPLK 1.125 06-15-27債券 | Splunk Inc | -0.3% | EXIT | 清倉 |
| 42 | AD | Array Digital Infrastructure | -0.3% | -63.56% | 減碼 |
| 43 | AXP | American Express Co | -0.3% | -47.44% | 減碼 |
| 44 | AEG | Aegon Ltd-ny Reg Shr | -0.3% | EXIT | 清倉 |
| 45 | UTI | Universal Technical Institut | -0.4% | EXIT | 清倉 |
| 46 | ONL | Orion Properties Inc | -0.4% | +3.30% | 加碼 |
| 47 | TDS | Telephone And Data Systems | -0.4% | -10.91% | 減碼 |
| 48 | CVCYUSD | Central Valley Comm Bancorp | -0.5% | EXIT | 清倉 |
| 49 | WRKUSD | Westrock Co | -0.5% | -53.22% | 減碼 |
| 50 | JPM | Jpmorgan Chase & Co | -0.6% | -38.25% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Private Management Group Inc 在 Q1 2024 季度的美股持倉總市值約為 US$38.0億，共申報了 204 個公開持股部位。
在 Q1 2024 季度，Private Management Group Inc 按市值排列的前三大核心持股分別為：BRK-B (3.2%)、SPNT (2.5%)、VLO (2.4%)。其中最大持股部位 BRK-B 佔據整體投資組合約 3.2% 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
FWRDUSD
市值: US$3100.7萬
本季最大獲利了結 / 清倉標的
CVCYUSD
前期市值: US$1188.3萬
在 Q1 2024 季度中，Private Management Group Inc 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 11 個部位、減碼 30 個部位以及清倉 6 個部位。 其中最大新建倉標的為 FWRDUSD。 本季清倉部位包含 CVCYUSD。
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。