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
169 檔
11.2%
Q3 2024 季度申報顯示，Punch & Associates Investment Management, Inc. 揭露的美股組合總市值為 US$20.2億，涵蓋 169 個不同之權益投資部位。
Q3 2024 的申報記錄反映 Punch & Associates Investment Management, Inc. 的板塊替換策略：機構本季推動了 84 筆增持與 85 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 SNEX, RDNT, BXC）占據了總市值的 11.2%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 3.68% | -0.32% | +0.87% | |
| 2 | RDNT | Radnet Inc | 股票-醫療保健 | 2.59% | +0.01% | -8.62% | |
| 3 | BXC | Bluelinx Holdings Inc | 股票-其他 | 2.19% | +0.02% | -3.06% | |
| 4 | GSL | Global Ship Lease, Inc. | 股票-其他 | 2.00% | -0.12% | -1.64% | |
| 5 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 1.99% | +0.06% | +0.53% | |
| 6 | ACA | Arcosa Inc | 股票-工業 | 1.88% | +0.28% | +1.41% | |
| 7 | PPHMEUR | Avid Bioservices Inc | 股票-其他 | 1.84% | — | +0.57% | |
| 8 | GRBK | Green Brick Partners Inc | 股票-其他 | 1.78% | +0.18% | -14.24% | |
| 9 | PDX | Pimco Dynamic Income Strat | 股票-其他 | 1.74% | -0.36% | +1.14% | |
| 10 | VRRM | Verra Mobility CORP | 股票-其他 | 1.68% | -0.95% | EXIT | |
| 11 | EFC | Ellington Financial Inc | 股票-其他 | 1.53% | — | -1.26% | |
| 12 | FC | Franklin Covey Co | 股票-其他 | 1.43% | — | +1.61% | |
| 13 | WTTR | Select Water Solutions Inc | 股票-其他 | 1.42% | +0.07% | -0.77% | |
| 14 | HSTM | Healthstream Inc | 股票-其他 | 1.37% | — | +0.98% | |
| 15 | VTS | Vitesse Energy Inc | 股票-其他 | 1.26% | -0.16% | +7.66% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.25% | +0.12% | +11.39% | |
| 17 | BLDR | Builders Firstsource Inc | 股票-工業 | 1.25% | -0.17% | +1.35% | |
| 18 | LAUR | Laureate Education Inc | 股票-其他 | 1.21% | -0.13% | +51.82% | |
| 19 | KKR | Kkr & Co Inc | 股票-金融 | 1.19% | -0.12% | -0.11% | |
| 20 | CLMB | Climb Global Solutions Inc | 股票-其他 | 1.10% | — | -8.15% | |
| 21 | FISV | Fiserv Inc | 股票-其他 | 1.08% | — | +1.00% | |
| 22 | ATEN | A10 Networks Inc | 股票-其他 | 1.07% | +0.25% | +4.28% | |
| 23 | UTI | Universal Technical Institut | 股票-其他 | 1.06% | +0.08% | -0.59% | |
| 24 | PLOW | Douglas Dynamics Inc | 股票-其他 | 1.03% | +0.25% | +0.74% | |
| 25 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.99% | -0.06% | +0.72% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.99% | -0.08% | -0.83% | |
| 27 | CVCO | Cavco Industries Inc | 股票-循環性消費 | 0.99% | +0.22% | +2.55% | |
| 28 | CSW | Csw Industrials Inc | 股票-工業 | 0.98% | -0.02% | -21.05% | |
| 29 | CSWC | Capital Southwest CORP | 股票-其他 | 0.94% | — | +0.86% | |
| 30 | BV | Brightview Holdings Inc | 股票-其他 | 0.94% | +0.07% | +0.70% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.09% | -12.47% | |
| 32 | TDW | Tidewater Inc | 股票-能源 | 0.93% | -0.55% | +21.42% | |
| 33 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.92% | — | +0.79% | |
| 34 | LEGH | Legacy Housing CORP | 股票-其他 | 0.91% | +0.06% | -1.63% | |
| 35 | PARR | Par Pacific Holdings Inc | 股票-能源 | 0.89% | -0.40% | +1.98% | |
| 36 | NEOG | Neogen CORP | 股票-醫療保健 | 0.86% | — | +59.16% | |
| 37 | CMCO | Columbus Mckinnon Corp/ny | 股票-其他 | 0.85% | — | +1.89% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.12% | -0.46% | |
| 39 | SKY | Champion Homes Inc | 股票-循環性消費 | 0.84% | — | +1.27% | |
| 40 | CALY | Callaway Golf Company | 股票-其他 | 0.83% | — | -0.13% | |
| 41 | ADUS | Addus Homecare CORP | 股票-其他 | 0.80% | -0.02% | -9.06% | |
| 42 | CIVI | Civitas Resources Inc | 股票-其他 | 0.79% | — | +20.02% | |
| 43 | SILA | Sila Realty Trust Inc | 股票-其他 | 0.78% | -1.84% | EXIT | |
| 44 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.76% | -0.11% | +1.98% | |
| 45 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 0.72% | — | +8.60% | |
| 46 | BG | Bunge Global SA | 股票-非循環性消費 | 0.72% | -0.65% | +10.08% | |
| 47 | ALG | Alamo Group Inc | 股票-其他 | 0.70% | -0.06% | +1.50% | |
| 48 | DSGR | Distribution Solutions Group | 股票-其他 | 0.69% | — | -5.77% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.68% | -0.10% | +1.22% | |
| 50 | BBDC | Barings Bdc Inc | 股票-其他 | 0.68% | — | -0.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SILA | Sila Realty Trust Inc | +0.8% | NEW | 新建倉 |
| 2 | PPHMEUR | Avid Bioservices Inc | +0.6% | +0.57% | 加碼 |
| 3 | NPKI | Npk International Inc | +0.5% | NEW | 新建倉 |
| 4 | ULTA | Ulta Beauty Inc | +0.5% | NEW | 新建倉 |
| 5 | LAUR | Laureate Education Inc | +0.5% | +51.82% | 加碼 |
| 6 | SFM | Sprouts Farmers Market Inc | +0.4% | +0.53% | 加碼 |
| 7 | NEOG | Neogen CORP | +0.3% | +59.16% | 加碼 |
| 8 | BLDR | Builders Firstsource Inc | +0.3% | +1.35% | 加碼 |
| 9 | CLMB | Climb Global Solutions Inc | +0.3% | -8.15% | 減碼 |
| 10 | ACIC | American Coastal Insurance C | +0.3% | NEW | 新建倉 |
| 11 | GRBK | Green Brick Partners Inc | +0.3% | -14.24% | 減碼 |
| 12 | SKY | Champion Homes Inc | +0.2% | +1.27% | 加碼 |
| 13 | DSP | Viant Technology Inc-a | +0.2% | +87.89% | 加碼 |
| 14 | ✓ | +0.2% | +33.82% | 加碼 | |
| 15 | KKR | Kkr & Co Inc | +0.2% | -0.11% | 減碼 |
| 16 | CVCO | Cavco Industries Inc | +0.2% | +2.55% | 加碼 |
| 17 | MTCH | Match Group Inc | +0.2% | +11.79% | 加碼 |
| 18 | ACA | Arcosa Inc | +0.2% | +1.41% | 加碼 |
| 19 | FISV | Fiserv Inc | +0.1% | +1.00% | 加碼 |
| 20 | SNEX | Stonex Group Inc | +0.1% | +0.87% | 加碼 |
| 21 | ELMD | Electromed Inc | +0.1% | +3.09% | 加碼 |
| 22 | HLMN | Hillman Solutions CORP | +0.1% | +0.72% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.1% | -0.83% | 減碼 |
| 24 | PLOW | Douglas Dynamics Inc | +0.1% | +0.74% | 加碼 |
| 25 | BV | Brightview Holdings Inc | +0.1% | +0.70% | 加碼 |
| 26 | PFMTUSD | Performant Financial CORP | +0.1% | — | 不變 |
| 27 | MDXG | Mimedx Group Inc | +0.1% | +52.08% | 加碼 |
| 28 | CARR | Carrier Global CORP | +0.1% | -0.65% | 減碼 |
| 29 | HCI | Hci Group Inc | +0.1% | NEW | 新建倉 |
| 30 | LEGH | Legacy Housing CORP | +0.1% | -1.63% | 減碼 |
| 31 | AGNC | Agnc Investment CORP | +0.1% | +17.81% | 加碼 |
| 32 | DSGR | Distribution Solutions Group | +0.1% | -5.77% | 減碼 |
| 33 | UHAL-B | U-haul Holding Co-non Voting | +0.1% | +0.90% | 加碼 |
| 34 | GAMB | Gambling.com Group Limited | +0.1% | +2.17% | 加碼 |
| 35 | BXC | Bluelinx Holdings Inc | +0.1% | -3.06% | 減碼 |
| 36 | RPRX | Royalty Pharma plc | +0.1% | +8.60% | 加碼 |
| 37 | HCKT | Hackett Group Inc/the | +0.1% | -1.26% | 減碼 |
| 38 | ACN | Accenture plc | +0.1% | -0.81% | 減碼 |
| 39 | BWB | Bridgewater Bancshares Inc | +0.1% | -0.62% | 減碼 |
| 40 | LADR | Ladder Capital Corp-reit | +0.1% | +35.41% | 加碼 |
| 41 | FC | Franklin Covey Co | +0.1% | +1.61% | 加碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.98% | 加碼 |
| 43 | UFPT | Ufp Technologies Inc | +0.1% | -3.74% | 減碼 |
| 44 | LQDT | Liquidity Services Inc | +0.1% | +2.46% | 加碼 |
| 45 | BVE | Diamond Hill Investment Grp | +0.1% | +1.59% | 加碼 |
| 46 | BRSP | Brightspire Capital Inc | +0.1% | +16.33% | 加碼 |
| 47 | SSNC | Ss&c Technologies Holdings | +0.1% | -0.58% | 減碼 |
| 48 | VTS | Vitesse Energy Inc | 0% | +7.66% | 加碼 |
| 49 | AMP | Ameriprise Financial Inc | 0% | +0.79% | 加碼 |
| 50 | SHOO | Steven Madden LTD | 0% | +0.41% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Punch & Associates Investment Management, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$20.2億，共申報了 169 個公開持股部位。
在 Q3 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 (3.7%)、RDNT (2.6%)、BXC (2.2%)。其中最大持股部位 SNEX 佔據整體投資組合約 3.7% 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
SILA
市值: US$1412.1萬
本季最大獲利了結 / 清倉標的
RILY
前期市值: US$1165.9萬
在 Q3 2024 季度中，Punch & Associates Investment Management, Inc. 共進行了 169 項持倉異動，包含新建倉 10 個部位、加碼 74 個部位、減碼 69 個部位以及清倉 16 個部位。 其中最大新建倉標的為 SILA。 本季清倉部位包含 RILY。
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。