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: 0001238990
申報總市值
US$20.2億
US$20.2億
176 檔
11.1%
在 Q1 2024 申報期間，Punch & Associates Investment Management, Inc.（CIK: 0001238990）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$20.2億，共持有 176 個公開申報部位。
Q1 2024 數據顯示 Punch & Associates Investment Management, Inc. 積極進場，新開立 5 個部位並同步加碼 23 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SNEX, BXC, RDNT）累計市值佔比達 11.1%，是驅動 Punch & Associates Investment Management, Inc. 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 | SNEX | Stonex Group Inc | 股票-金融 | 3.32% | -0.32% | +0.22% | |
| 2 | BXC | Bluelinx Holdings Inc | 股票-其他 | 2.90% | +0.02% | -10.86% | |
| 3 | RDNT | Radnet Inc | 股票-醫療保健 | 2.37% | +0.01% | -8.79% | |
| 4 | GSL | Global Ship Lease, Inc. | 股票-其他 | 2.18% | -0.12% | -1.94% | |
| 5 | PARR | Par Pacific Holdings Inc | 股票-能源 | 1.95% | -0.40% | -9.66% | |
| 6 | ACA | Arcosa Inc | 股票-工業 | 1.72% | +0.28% | +4.21% | |
| 7 | PDX | Pimco Dynamic Income Strat | 股票-其他 | 1.55% | -0.36% | +18.96% | |
| 8 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 1.54% | +0.06% | -28.89% | |
| 9 | GRBK | Green Brick Partners Inc | 股票-其他 | 1.53% | +0.18% | -3.72% | |
| 10 | VRRM | Verra Mobility CORP | 股票-其他 | 1.53% | -0.95% | EXIT | |
| 11 | FC | Franklin Covey Co | 股票-其他 | 1.37% | — | +0.55% | |
| 12 | HSTM | Healthstream Inc | 股票-其他 | 1.32% | — | +3.22% | |
| 13 | EFC | Ellington Financial Inc | 股票-其他 | 1.32% | — | +22.18% | |
| 14 | CALY | Callaway Golf Company | 股票-其他 | 1.26% | — | +15.42% | |
| 15 | WTTR | Select Water Solutions Inc | 股票-其他 | 1.22% | +0.07% | +0.81% | |
| 16 | BLDR | Builders Firstsource Inc | 股票-工業 | 1.22% | -0.17% | -9.40% | |
| 17 | AVNW | Aviat Networks Inc | 股票-其他 | 1.19% | — | +6.81% | |
| 18 | KKR | Kkr & Co Inc | 股票-金融 | 1.11% | -0.12% | -4.47% | |
| 19 | UTI | Universal Technical Institut | 股票-其他 | 1.07% | +0.08% | -4.94% | |
| 20 | CMCO | Columbus Mckinnon Corp/ny | 股票-其他 | 1.06% | — | +33.15% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | +0.12% | +2.48% | |
| 22 | HLMN | Hillman Solutions CORP | 股票-其他 | 1.03% | -0.06% | +0.81% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.12% | -17.50% | |
| 24 | CIVI | Civitas Resources Inc | 股票-其他 | 1.00% | — | +6.66% | |
| 25 | TDW | Tidewater Inc | 股票-能源 | 1.00% | -0.55% | +54.88% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | -0.09% | -6.32% | |
| 27 | VTS | Vitesse Energy Inc | 股票-其他 | 0.99% | -0.16% | +32.21% | |
| 28 | FISV | Fiserv Inc | 股票-其他 | 0.97% | — | +2.13% | |
| 29 | CSWC | Capital Southwest CORP | 股票-其他 | 0.95% | — | -14.41% | |
| 30 | PLOW | Douglas Dynamics Inc | 股票-其他 | 0.92% | +0.25% | +82.03% | |
| 31 | ATEN | A10 Networks Inc | 股票-其他 | 0.92% | +0.25% | +0.81% | |
| 32 | ALG | Alamo Group Inc | 股票-其他 | 0.90% | -0.06% | +1.26% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.88% | -0.10% | +3.91% | |
| 34 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.87% | — | +1.12% | |
| 35 | PTB | Potbelly CORP | 股票-其他 | 0.85% | — | -6.49% | |
| 36 | CSW | Csw Industrials Inc | 股票-工業 | 0.82% | -0.02% | -29.66% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.03% | -7.75% | |
| 38 | DGII | Digi International Inc | 股票-其他 | 0.81% | — | +1.08% | |
| 39 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.81% | — | +0.80% | |
| 40 | OCSL | Oaktree Specialty Lending Co | 股票-其他 | 0.78% | — | -12.44% | |
| 41 | ADUS | Addus Homecare CORP | 股票-其他 | 0.76% | -0.02% | -7.02% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.08% | -5.50% | |
| 43 | LEGH | Legacy Housing CORP | 股票-其他 | 0.74% | +0.06% | -1.82% | |
| 44 | PPHMEUR | Avid Bioservices Inc | 股票-其他 | 0.74% | — | +44.97% | |
| 45 | BV | Brightview Holdings Inc | 股票-其他 | 0.72% | +0.07% | -18.69% | |
| 46 | RILY | Brc Group Holdings Inc | 股票-其他 | 0.72% | — | -14.51% | |
| 47 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.71% | -0.11% | +12.78% | |
| 48 | DSGR | Distribution Solutions Group | 股票-其他 | 0.70% | — | -1.75% | |
| 49 | BG | Bunge Global SA | 股票-非循環性消費 | 0.70% | -0.65% | +46.63% | |
| 50 | EFT | Techtarget | 股票-其他 | 0.68% | — | +52.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RPRX | Royalty Pharma plc | +0.6% | NEW | 新建倉 |
| 2 | LAUR | Laureate Education Inc | +0.5% | NEW | 新建倉 |
| 3 | TDW | Tidewater Inc | +0.5% | +54.88% | 加碼 |
| 4 | RDNT | Radnet Inc | +0.5% | -8.79% | 減碼 |
| 5 | MODNEUR | Model N Inc | +0.4% | NEW | 新建倉 |
| 6 | CMCO | Columbus Mckinnon Corp/ny | +0.3% | +33.15% | 加碼 |
| 7 | HP5A | Equity Commonwealth | +0.3% | +174.69% | 加碼 |
| 8 | PLOW | Douglas Dynamics Inc | +0.3% | +82.03% | 加碼 |
| 9 | VTS | Vitesse Energy Inc | +0.3% | +32.21% | 加碼 |
| 10 | MDXG | Mimedx Group Inc | +0.3% | NEW | 新建倉 |
| 11 | PDX | Pimco Dynamic Income Strat | +0.3% | +18.96% | 加碼 |
| 12 | CALY | Callaway Golf Company | +0.3% | +15.42% | 加碼 |
| 13 | DIS | Walt Disney Co/the | +0.2% | +3.91% | 加碼 |
| 14 | PPHMEUR | Avid Bioservices Inc | +0.2% | +44.97% | 加碼 |
| 15 | BG | Bunge Global SA | +0.2% | +46.63% | 加碼 |
| 16 | ALEX | Alexander & Baldwin Inc | +0.2% | NEW | 新建倉 |
| 17 | AVNW | Aviat Networks Inc | +0.2% | +6.81% | 加碼 |
| 18 | EFT | Techtarget | +0.2% | +52.83% | 加碼 |
| 19 | WTTR | Select Water Solutions Inc | +0.2% | +0.81% | 加碼 |
| 20 | UFPT | Ufp Technologies Inc | +0.2% | — | 不變 |
| 21 | DEA | Easterly Government Properties, Inc. | +0.2% | +88.93% | 加碼 |
| 22 | UTI | Universal Technical Institut | +0.2% | -4.94% | 減碼 |
| 23 | FISV | Fiserv Inc | +0.2% | +2.13% | 加碼 |
| 24 | LINC | Lincoln Educational Services | +0.2% | +50.85% | 加碼 |
| 25 | VRRM | Verra Mobility CORP | +0.2% | +5.19% | 加碼 |
| 26 | CVEO | Civeo CORP | +0.1% | +15.33% | 加碼 |
| 27 | DGII | Digi International Inc | +0.1% | +1.08% | 加碼 |
| 28 | CLMB | Climb Global Solutions Inc | +0.1% | -0.38% | 減碼 |
| 29 | EFC | Ellington Financial Inc | +0.1% | +22.18% | 加碼 |
| 30 | CIVI | Civitas Resources Inc | +0.1% | +6.66% | 加碼 |
| 31 | KKR | Kkr & Co Inc | +0.1% | -4.47% | 減碼 |
| 32 | GRBK | Green Brick Partners Inc | +0.1% | -3.72% | 減碼 |
| 33 | OCSL | Oaktree Specialty Lending Co | -0.2% | -12.44% | 減碼 |
| 34 | LLY | Eli Lilly & Co | -0.2% | EXIT | 清倉 |
| 35 | STEW | Srh Total Return Fund Inc | -0.2% | -67.83% | 減碼 |
| 36 | PARR | Par Pacific Holdings Inc | -0.2% | -9.66% | 減碼 |
| 37 | BHB | Bar Harbor Bankshares | -0.2% | EXIT | 清倉 |
| 38 | LUNA | Luna Innovations Inc | -0.2% | +3.88% | 加碼 |
| 39 | IVW | Ishares S&p 500 Growth ETF | -0.2% | -68.00% | 減碼 |
| 40 | HBIOUSD | Harvard Bioscience Inc | -0.2% | -4.99% | 減碼 |
| 41 | CSW | Csw Industrials Inc | -0.2% | -29.66% | 減碼 |
| 42 | VOO | Vanguard S&p 500 ETF | -0.3% | -99.40% | 減碼 |
| 43 | SNEX | Stonex Group Inc | -0.3% | +0.22% | 加碼 |
| 44 | ✓ | -0.3% | -27.88% | 減碼 | |
| 45 | FTHY | First Trust Hi Yld Opp 2027 | -0.3% | -43.06% | 減碼 |
| 46 | DCGO | Docgo Inc | -0.3% | -19.29% | 減碼 |
| 47 | IVE | Ishares S&p 500 Value ETF | -0.3% | -68.22% | 減碼 |
| 48 | PPLI | People Inc | -0.4% | EXIT | 清倉 |
| 49 | CION | Cion Investment CORP | -0.4% | -52.11% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -1.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Punch & Associates Investment Management, Inc. 在 Q1 2024 季度的美股持倉總市值約為 US$20.2億，共申報了 176 個公開持股部位。
在 Q1 2024 季度，Punch & Associates Investment Management, Inc. 按市值排列的前三大核心持股分別為：SNEX (3.3%)、BXC (2.9%)、RDNT (2.4%)。其中最大持股部位 SNEX 佔據整體投資組合約 3.3% 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
RPRX
市值: US$1120.4萬
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$2043.8萬
在 Q1 2024 季度中，Punch & Associates Investment Management, Inc. 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 23 個部位、減碼 17 個部位以及清倉 4 個部位。 其中最大新建倉標的為 RPRX。 本季清倉部位包含 UNH。
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。