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: 0001847820
申報總市值
US$2.6億
US$2.6億
166 檔
14.1%
在 Q1 2024 的 13F 官方備案中，Robbins Farley 管理的美股投資組合規模來到 US$2.6億，整體持股檔數為 166 檔。
Robbins Farley 於 Q1 2024 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 36 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 SPY, SCHD, QQQ）累計市值佔比達 14.1%，是驅動 Robbins Farley 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.52% | — | +0.02% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.22% | +0.19% | -2.39% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.99% | +0.29% | -8.67% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.48% | +0.04% | +0.98% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | +0.04% | -22.21% | |
| 6 | CAT | Caterpillar Inc | 股票-工業 | 2.85% | -0.08% | -2.92% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.82% | +0.20% | -9.25% | |
| 8 | MLM | Martin Marietta Materials | 股票-原物料 | 2.73% | +0.07% | -11.32% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 2.66% | -0.09% | +2.83% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.57% | -0.82% | +3.48% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.57% | +0.26% | +3.23% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.31% | +0.02% | +3.55% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.26% | +0.01% | +27.94% | |
| 14 | ELF | Elf Beauty Inc | 股票-非循環性消費 | 2.16% | — | -17.49% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.10% | -0.13% | +0.06% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | +0.21% | +2.84% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.90% | -0.22% | +4.57% | |
| 18 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.88% | — | +3.94% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.87% | — | -16.16% | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.86% | -0.17% | +206700.00% | |
| 21 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.84% | — | +4.76% | |
| 22 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.81% | -0.56% | +0.47% | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.77% | — | +24.46% | |
| 24 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.76% | — | +3.56% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.76% | +0.10% | +0.86% | |
| 26 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.66% | — | +3.03% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 1.65% | -0.17% | +214.50% | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.60% | — | +5227.27% | |
| 29 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.57% | — | +6.61% | |
| 30 | ALGM | Allegro Microsystems Inc | 股票-其他 | 1.48% | — | +76.90% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.01% | +20.35% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 1.43% | -0.61% | +35.17% | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 1.33% | -0.20% | +35.98% | |
| 34 | ADSK | Autodesk Inc | 股票-科技 | 1.30% | +0.06% | +11.39% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 1.27% | — | -1.28% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.26% | -0.20% | +49.58% | |
| 37 | JHPI | John Hancock Preferred Incom | ETF-其他 | 1.25% | -0.09% | +29.80% | |
| 38 | SO | Southern Co/the | 股票-公用事業 | 1.24% | -0.16% | +3.81% | |
| 39 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 1.12% | — | +2.83% | |
| 40 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.06% | — | +8.67% | |
| 41 | SWAVUSD | Shockwave Medical Inc | 股票-其他 | 1.04% | — | +33.29% | |
| 42 | DOW | Dow Inc | 股票-原物料 | 1.02% | -0.02% | +5.34% | |
| 43 | ALB | Albemarle CORP | 股票-原物料 | 0.95% | — | +60.96% | |
| 44 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 0.95% | — | +115.97% | |
| 45 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.94% | +0.02% | -5.06% | |
| 46 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.91% | -0.19% | -5.66% | |
| 47 | SNA | Snap-on Inc | 股票-工業 | 0.86% | +0.05% | +2.15% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.83% | — | -47.77% | |
| 49 | TSLA | Tesla Inc | 股票-循環性消費 | 0.81% | -0.01% | +13.32% | |
| 50 | ADBE | Adobe Inc | 股票-科技 | 0.79% | — | +3.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +1.9% | +206700.00% | 加碼 |
| 2 | ACN | Accenture plc | +1.6% | +5227.27% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.6% | -22.21% | 減碼 |
| 4 | DKNG | Draftkings Inc-cl A | +0.6% | +115.97% | 加碼 |
| 5 | SWAVUSD | Shockwave Medical Inc | +0.5% | +33.29% | 加碼 |
| 6 | NFLX | Netflix Inc | +0.5% | +35.17% | 加碼 |
| 7 | UBER | Uber Technologies Inc | +0.4% | +35.98% | 加碼 |
| 8 | ALGM | Allegro Microsystems Inc | +0.4% | +76.90% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +4.57% | 加碼 |
| 10 | NEE | Nextera Energy Inc | +0.4% | +49.58% | 加碼 |
| 11 | ALB | Albemarle CORP | +0.2% | +60.96% | 加碼 |
| 12 | JHPI | John Hancock Preferred Incom | +0.2% | +29.80% | 加碼 |
| 13 | DPZ | Domino's Pizza Inc | +0.2% | +4.76% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +3.55% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +20.35% | 加碼 |
| 16 | ANETEUR | Arista Networks Inc | +0.2% | +8.67% | 加碼 |
| 17 | CAT | Caterpillar Inc | +0.2% | -2.92% | 減碼 |
| 18 | WMT | Walmart Inc | +0.1% | +214.50% | 加碼 |
| 19 | PBH | Prestige Consumer Healthcare | +0.1% | +2.83% | 加碼 |
| 20 | SBUX | Starbucks CORP | +0.1% | +24.46% | 加碼 |
| 21 | AJG | Arthur J Gallagher & Co | +0.1% | +6.61% | 加碼 |
| 22 | ADSK | Autodesk Inc | +0.1% | +11.39% | 加碼 |
| 23 | MSFT | Microsoft CORP | 0% | +3.23% | 加碼 |
| 24 | CASY | Casey's General Stores Inc | 0% | +0.47% | 加碼 |
| 25 | STZ | Constellation Brands Inc-a | 0% | +3.56% | 加碼 |
| 26 | EW | Edwards Lifesciences CORP | 0% | -5.06% | 減碼 |
| 27 | HCA | Hca Healthcare Inc | 0% | -5.66% | 減碼 |
| 28 | HD | Home Depot Inc | — | +2.83% | 加碼 |
| 29 | AAPL | Apple Inc | — | +27.94% | 加碼 |
| 30 | SHW | Sherwin-williams Co/the | 0% | +0.86% | 加碼 |
| 31 | DOW | Dow Inc | 0% | +5.34% | 加碼 |
| 32 | TJX | Tjx Companies Inc | 0% | +3.48% | 加碼 |
| 33 | ELF | Elf Beauty Inc | 0% | -17.49% | 減碼 |
| 34 | ULTA | Ulta Beauty Inc | -0.1% | +3.03% | 加碼 |
| 35 | V | Visa Inc-class A Shares | -0.1% | +2.84% | 加碼 |
| 36 | SO | Southern Co/the | -0.1% | +3.81% | 加碼 |
| 37 | MLM | Martin Marietta Materials | -0.1% | -11.32% | 減碼 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.02% | 加碼 |
| 39 | AVGO | Broadcom Inc | -0.2% | -9.25% | 減碼 |
| 40 | IBB | Ishares Biotechnology ETF | -0.2% | +3.94% | 加碼 |
| 41 | ROK | Rockwell Automation Inc | -0.2% | -5.60% | 減碼 |
| 42 | SCHF | Schwab Intl Equity ETF | -0.2% | +0.98% | 加碼 |
| 43 | ADBE | Adobe Inc | -0.2% | +3.66% | 加碼 |
| 44 | TSLA | Tesla Inc | -0.4% | +13.32% | 加碼 |
| 45 | PANW | Palo Alto Networks Inc | -0.4% | -21.87% | 減碼 |
| 46 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -2.39% | 減碼 |
| 47 | KO | Coca-cola Co/the | -0.4% | -46.78% | 減碼 |
| 48 | CSCO | Cisco Systems Inc | -0.9% | -49.06% | 減碼 |
| 49 | HON | Honeywell International Inc | -1% | -47.77% | 減碼 |
| 50 | BA | Boeing Co/the | -1.8% | -99.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Robbins Farley 在 Q1 2024 季度的美股持倉總市值約為 US$2.6億，共申報了 166 個公開持股部位。
在 Q1 2024 季度，Robbins Farley 按市值排列的前三大核心持股分別為：SPY (4.5%)、SCHD (4.2%)、QQQ (4.0%)。其中最大持股部位 SPY 佔據整體投資組合約 4.5% 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。
本季最大獲利了結 / 清倉標的
SCHD
前期市值: US$775.1萬
在 Q1 2024 季度中，Robbins Farley 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 36 個部位、減碼 14 個部位以及清倉 0 個部位。
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。