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
207 檔
7.7%
截至 Q2 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 207 檔。
Q2 2024 的申報記錄反映 Private Management Group Inc 的板塊替換策略：機構本季推動了 26 筆增持與 24 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 BRK-B, SPNT, JEF）占據了總市值的 7.7%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
ABEV
市值: US$1914.9萬
本季最大獲利了結 / 清倉標的
CMNTY WST BANC
前期市值: US$1053.2萬
僅顯示前 200 大持股（共 207 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 | 2.69% | -0.09% | -13.45% | |
| 2 | SPNT | SiriusPoint Ltd. | 股票-其他 | 2.45% | -0.22% | -1.25% | |
| 3 | JEF | Jefferies Financial Group In | 股票-金融 | 2.20% | +0.09% | -10.03% | |
| 4 | VLO | Valero Energy CORP | 股票-能源 | 2.04% | -0.11% | -8.23% | |
| 5 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.80% | +0.12% | -1.18% | |
| 6 | TDS | Telephone And Data Systems | 股票-通訊服務 | 1.80% | -0.02% | -0.72% | |
| 7 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.78% | -0.33% | +0.71% | |
| 8 | CRC | California Resources CORP | 股票-能源 | 1.62% | -0.58% | +14.58% | |
| 9 | CABO | Cable One Inc | 股票-通訊服務 | 1.55% | -0.14% | +70.74% | |
| 10 | STT | State Street CORP | 股票-金融 | 1.54% | +0.25% | +0.77% | |
| 11 | ACI | Albertsons Cos Inc - Class A | 股票-非循環性消費 | 1.50% | -0.08% | +27.30% | |
| 12 | OGN | Organon & Co | 股票-醫療保健 | 1.48% | +0.58% | -19.67% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | +0.01% | -1.35% | |
| 14 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 1.43% | -0.13% | +28.36% | |
| 15 | PDCOEUR | Patterson Cos Inc | 股票-其他 | 1.33% | — | +268.54% | |
| 16 | CNA | Cna Financial CORP | 股票-其他 | 1.31% | — | -7.08% | |
| 17 | PDM | Piedmont Realty Trust Inc | 股票-其他 | 1.29% | +0.20% | -0.27% | |
| 18 | PB | Prosperity Bancshares Inc | 股票-金融 | 1.26% | -0.01% | -0.86% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.24% | -0.08% | +2.23% | |
| 20 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.21% | — | +1.81% | |
| 21 | JBGS | Jbg Smith Properties | 股票-其他 | 1.19% | -0.04% | +28.79% | |
| 22 | PBF | Pbf Energy Inc-class A | 股票-能源 | 1.18% | -0.12% | -0.96% | |
| 23 | ONB | Old National Bancorp | 股票-金融 | 1.16% | — | -0.61% | |
| 24 | PK | Park Hotels & Resorts Inc | 股票-房地產 | 1.15% | +0.18% | +1.13% | |
| 25 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 1.13% | -0.55% | +52.79% | |
| 26 | BBDC | Barings Bdc Inc | 股票-其他 | 1.13% | +0.05% | -0.46% | |
| 27 | PAG | Penske Automotive Group Inc | 股票-循環性消費 | 1.10% | +0.06% | -0.85% | |
| 28 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 1.09% | — | -1.09% | |
| 29 | BBUC | Brookfield Business Corporation | 股票-其他 | 1.09% | -0.84% | EXIT | |
| 30 | SUI | Sun Communities Inc | 股票-房地產 | 1.09% | -0.09% | +1.39% | |
| 31 | OI | O-i Glass Inc | 股票-其他 | 1.07% | -0.10% | +21.30% | |
| 32 | ALLY | Ally Financial Inc | 股票-金融 | 1.07% | -0.09% | -6.14% | |
| 33 | BN | Brookfield CORP | 股票-金融 | 1.05% | -0.04% | -1.94% | |
| 34 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 1.03% | -0.06% | +113.87% | |
| 35 | BRSP | Brightspire Capital Inc | 股票-其他 | 0.98% | -0.08% | +0.89% | |
| 36 | FWRDUSD | Forward Air CORP | 股票-其他 | 0.98% | — | +34.11% | |
| 37 | PKOH | Park-ohio Holdings CORP | 股票-其他 | 0.97% | +0.19% | -0.02% | |
| 38 | CG | Carlyle Group Inc/the | 股票-金融 | 0.93% | +0.10% | -0.62% | |
| 39 | MET | Metlife Inc | 股票-金融 | 0.92% | +0.06% | -0.66% | |
| 40 | ASC | Ardmore Shipping Corporation | 股票-其他 | 0.90% | -0.14% | -34.95% | |
| 41 | VNO | Vornado Realty Trust | 股票-房地產 | 0.90% | +0.38% | -0.26% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.90% | -0.18% | +0.35% | |
| 43 | UNFI | United Natural Foods Inc | 股票-非循環性消費 | 0.89% | — | +49.49% | |
| 44 | AN | Autonation Inc | 股票-循環性消費 | 0.89% | -0.06% | -0.99% | |
| 45 | FDX | Fedex CORP | 股票-工業 | 0.87% | -0.03% | -4.26% | |
| 46 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.86% | +0.01% | -0.37% | |
| 47 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 0.86% | -0.16% | -6.33% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | +0.05% | -35.00% | |
| 49 | LBRDA | Liberty Broadband-a | 股票-其他 | 0.82% | — | +29.81% | |
| 50 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.81% | +0.03% | -0.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PDCOEUR | Patterson Cos Inc | +0.9% | +268.54% | 加碼 |
| 2 | VYX | Ncr Voyix CORP | +0.8% | +2410.54% | 加碼 |
| 3 | ABEV | Ambev Sa-adr | +0.7% | NEW | 新建倉 |
| 4 | CABO | Cable One Inc | +0.5% | +70.74% | 加碼 |
| 5 | TDS | Telephone And Data Systems | +0.4% | -0.72% | 減碼 |
| 6 | CWBC | Community West Bancshares | +0.4% | NEW | 新建倉 |
| 7 | TAP | Molson Coors Beverage Co - B | +0.4% | +113.87% | 加碼 |
| 8 | UNFI | United Natural Foods Inc | +0.4% | +49.49% | 加碼 |
| 9 | INSE | Inspired Entertainment Inc | +0.3% | +245.46% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.3% | +76.49% | 加碼 |
| 11 | SHCRUSD | Sharecare Inc | +0.3% | +12.11% | 加碼 |
| 12 | BOC | Boston Omaha Corp-cl A | +0.3% | +268.91% | 加碼 |
| 13 | ACI | Albertsons Cos Inc - Class A | +0.2% | +27.30% | 加碼 |
| 14 | JBGS | Jbg Smith Properties | +0.2% | +28.79% | 加碼 |
| 15 | LBTYA | Liberty Global Ltd. | +0.2% | +34.46% | 加碼 |
| 16 | DAR | Darling Ingredients Inc | +0.2% | +52.79% | 加碼 |
| 17 | NYCBEUR | New York Community Bancorp | +0.2% | +69.37% | 加碼 |
| 18 | LBRDA | Liberty Broadband-a | +0.2% | +29.81% | 加碼 |
| 19 | CRC | California Resources CORP | +0.2% | +14.58% | 加碼 |
| 20 | SPNT | SiriusPoint Ltd. | -0.1% | -1.25% | 減碼 |
| 21 | VSTS | Vestis CORP | -0.1% | +9.24% | 加碼 |
| 22 | RUSHB | Rush Enterprises Inc - Cl B | -0.1% | +7.32% | 加碼 |
| 23 | VNT | Vontier CORP | -0.1% | -1.74% | 減碼 |
| 24 | OABI | Omniab Inc | -0.1% | -0.74% | 減碼 |
| 25 | ECAT | Blackrock Esg Cap All Trm Tr | -0.1% | EXIT | 清倉 |
| 26 | KLG | Wk Kellogg Co | -0.2% | -24.02% | 減碼 |
| 27 | CG | Carlyle Group Inc/the | -0.2% | -0.62% | 減碼 |
| 28 | RUSHA | Rush Enterprises Inc-cl A | -0.2% | -0.38% | 減碼 |
| 29 | IFF | Intl Flavors & Fragrances | -0.2% | -41.25% | 減碼 |
| 30 | PK | Park Hotels & Resorts Inc | -0.2% | +1.13% | 加碼 |
| 31 | VERI | Veritone Inc | -0.2% | +30.67% | 加碼 |
| 32 | OGN | Organon & Co | -0.2% | -19.67% | 減碼 |
| 33 | ANDE | Andersons Inc/the | -0.2% | -38.45% | 減碼 |
| 34 | DFIN | Donnelley Financial Solution | -0.2% | EXIT | 清倉 |
| 35 | BRSP | Brightspire Capital Inc | -0.2% | +0.89% | 加碼 |
| 36 | FWRDUSD | Forward Air CORP | -0.2% | +34.11% | 加碼 |
| 37 | BBUC | Brookfield Business Corporation | -0.2% | -0.74% | 減碼 |
| 38 | THC | Tenet Healthcare CORP | -0.2% | -38.40% | 減碼 |
| 39 | INSW | International Seaways, Inc. | -0.2% | -30.39% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -35.00% | 減碼 |
| 41 | WRKUSD | Westrock Co | -0.2% | -37.85% | 減碼 |
| 42 | DBRG | Digitalbridge Group Inc | -0.2% | +4.72% | 加碼 |
| 43 | OI | O-i Glass Inc | -0.2% | +21.30% | 加碼 |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -54.28% | 減碼 |
| 45 | PBF | Pbf Energy Inc-class A | -0.3% | -0.96% | 減碼 |
| 46 | NXST | Nexstar Media Group Inc | -0.3% | -28.42% | 減碼 |
| 47 | VLO | Valero Energy CORP | -0.3% | -8.23% | 減碼 |
| 48 | ✓ | Cmnty Wst Banc | -0.4% | EXIT | 清倉 |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | -40.36% | 減碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -13.45% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Private Management Group Inc 在 Q2 2024 季度的美股持倉總市值約為 US$38.0億，共申報了 207 個公開持股部位。
在 Q2 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 (2.7%)、SPNT (2.5%)、JEF (2.2%)。其中最大持股部位 BRK-B 佔據整體投資組合約 2.7% 的權重。
在 Q2 2024 季度中，Private Management Group Inc 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 24 個部位、減碼 21 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ABEV。 本季清倉部位包含 CMNTY WST BANC。
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。
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。
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。