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
167 檔
13.7%
Robbins Farley 在 Q2 2024 季度的美股部位總計估值為 US$2.6億，分散於 167 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2024 數據顯示 Robbins Farley 積極進場，新開立 4 個部位並同步加碼 33 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 SCHD, QQQ, NVDA）累計市值佔比達 13.7%，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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.27% | +0.19% | +4.10% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.22% | +0.29% | -2.98% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.10% | +0.04% | +834.49% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.19% | +0.20% | -7.45% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.17% | +0.04% | -8.48% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | +0.26% | +5.32% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.85% | +0.01% | +1.77% | |
| 8 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.84% | -0.82% | +0.98% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 2.83% | -0.09% | +17.62% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.70% | -0.08% | +3.11% | |
| 11 | ELF | Elf Beauty Inc | 股票-非循環性消費 | 2.64% | — | +12.64% | |
| 12 | MLM | Martin Marietta Materials | 股票-原物料 | 2.51% | +0.07% | +3.48% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.50% | +0.02% | +0.17% | |
| 14 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 2.28% | -0.56% | +3.71% | |
| 15 | FISV | Fiserv Inc | 股票-其他 | 2.26% | — | +28.04% | |
| 16 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.18% | -0.13% | +2.94% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.07% | -0.22% | +4.14% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 2.07% | +0.21% | +4.28% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.99% | — | +4.39% | |
| 20 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.98% | — | +2.65% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 1.87% | -0.17% | -0.36% | |
| 22 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.79% | — | +9.01% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.79% | +0.01% | +2.24% | |
| 24 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.77% | — | +5.36% | |
| 25 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.72% | — | +13.23% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 1.67% | -0.61% | +3.61% | |
| 27 | ETN | Eaton Corporation plc | 股票-工業 | 1.66% | +0.07% | — | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.65% | -0.17% | +8.21% | |
| 29 | ALGM | Allegro Microsystems Inc | 股票-其他 | 1.63% | — | +4.28% | |
| 30 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.62% | +0.10% | +5.96% | |
| 31 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.55% | — | +25.24% | |
| 32 | UBER | Uber Technologies Inc | 股票-工業 | 1.52% | -0.20% | +19.87% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.46% | -0.20% | +3.90% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 1.42% | -0.16% | +5.54% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 1.37% | — | +3.83% | |
| 36 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.34% | — | +4.05% | |
| 37 | JHPI | John Hancock Preferred Incom | ETF-其他 | 1.29% | -0.09% | +2.70% | |
| 38 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 1.15% | — | +7.66% | |
| 39 | DELL | Dell Technologies -c | 股票-科技 | 1.12% | +0.14% | +442.87% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.08% | +0.24% | +23.99% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 1.08% | — | +23.25% | |
| 42 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 0.99% | — | +23.17% | |
| 43 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.97% | +0.02% | +5.95% | |
| 44 | DOW | Dow Inc | 股票-原物料 | 0.95% | -0.02% | +0.93% | |
| 45 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.93% | -0.19% | +4.94% | |
| 46 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.93% | -0.24% | +14.14% | |
| 47 | SNA | Snap-on Inc | 股票-工業 | 0.85% | +0.05% | +11.09% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.85% | — | +10.21% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.75% | — | +4.76% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.01% | +1.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +1.7% | NEW | 新建倉 |
| 2 | DELL | Dell Technologies -c | +1% | +442.87% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.9% | +834.49% | 加碼 |
| 4 | CAVA | Cava Group Inc | +0.6% | NEW | 新建倉 |
| 5 | AAPL | Apple Inc | +0.6% | +1.77% | 加碼 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | NEW | 新建倉 |
| 7 | ELF | Elf Beauty Inc | +0.5% | +12.64% | 加碼 |
| 8 | CASY | Casey's General Stores Inc | +0.5% | +3.71% | 加碼 |
| 9 | HYT | Blackrock CORP Hi Yld | +0.4% | +864.08% | 加碼 |
| 10 | FISV | Fiserv Inc | +0.4% | +28.04% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.4% | -7.45% | 減碼 |
| 12 | PANW | Palo Alto Networks Inc | +0.4% | +23.99% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.4% | +2.24% | 加碼 |
| 14 | MSFT | Microsoft CORP | +0.3% | +5.32% | 加碼 |
| 15 | CELH | Celsius Holdings Inc | +0.3% | NEW | 新建倉 |
| 16 | ADBE | Adobe Inc | +0.3% | +23.25% | 加碼 |
| 17 | ANETEUR | Arista Networks Inc | +0.3% | +4.05% | 加碼 |
| 18 | TJX | Tjx Companies Inc | +0.3% | +0.98% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.2% | +3.61% | 加碼 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -2.98% | 減碼 |
| 21 | AJG | Arthur J Gallagher & Co | +0.2% | +9.01% | 加碼 |
| 22 | WMT | Walmart Inc | +0.2% | -0.36% | 減碼 |
| 23 | NEE | Nextera Energy Inc | +0.2% | +3.90% | 加碼 |
| 24 | UBER | Uber Technologies Inc | +0.2% | +19.87% | 加碼 |
| 25 | AMZN | Amazon.com Inc | +0.2% | +0.17% | 加碼 |
| 26 | SO | Southern Co/the | +0.2% | +5.54% | 加碼 |
| 27 | DLR | Digital Realty Trust Inc | +0.2% | +14.14% | 加碼 |
| 28 | META | Meta Platforms Inc-class A | +0.2% | +4.14% | 加碼 |
| 29 | HD | Home Depot Inc | +0.2% | +17.62% | 加碼 |
| 30 | ALGM | Allegro Microsystems Inc | +0.2% | +4.28% | 加碼 |
| 31 | DPZ | Domino's Pizza Inc | +0.1% | +2.65% | 加碼 |
| 32 | IBB | Ishares Biotechnology ETF | +0.1% | +4.39% | 加碼 |
| 33 | LMT | Lockheed Martin CORP | +0.1% | +3.83% | 加碼 |
| 34 | STT | State Street CORP | +0.1% | +29.75% | 加碼 |
| 35 | QCOM | Qualcomm Inc | +0.1% | — | 不變 |
| 36 | DOW | Dow Inc | -0.1% | +0.93% | 加碼 |
| 37 | ULTA | Ulta Beauty Inc | -0.1% | +25.24% | 加碼 |
| 38 | SHW | Sherwin-williams Co/the | -0.1% | +5.96% | 加碼 |
| 39 | CAT | Caterpillar Inc | -0.2% | +3.11% | 加碼 |
| 40 | DIS | Walt Disney Co/the | -0.2% | +8.21% | 加碼 |
| 41 | MLM | Martin Marietta Materials | -0.2% | +3.48% | 加碼 |
| 42 | SCHF | Schwab Intl Equity ETF | -0.3% | -8.48% | 減碼 |
| 43 | ROK | Rockwell Automation Inc | -0.7% | EXIT | 清倉 |
| 44 | TSLA | Tesla Inc | -0.7% | -92.68% | 減碼 |
| 45 | HON | Honeywell International Inc | -0.8% | EXIT | 清倉 |
| 46 | ALB | Albemarle CORP | -1% | EXIT | 清倉 |
| 47 | SWAVUSD | Shockwave Medical Inc | -1% | EXIT | 清倉 |
| 48 | ADSK | Autodesk Inc | -1.2% | -94.65% | 減碼 |
| 49 | ACN | Accenture plc | -1.6% | -98.12% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4.3% | -94.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Robbins Farley 在 Q2 2024 季度的美股持倉總市值約為 US$2.6億，共申報了 167 個公開持股部位。
在 Q2 2024 季度，Robbins Farley 按市值排列的前三大核心持股分別為：SCHD (4.3%)、QQQ (4.2%)、NVDA (4.1%)。其中最大持股部位 SCHD 佔據整體投資組合約 4.3% 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
ETN
市值: US$312.5萬
本季最大獲利了結 / 清倉標的
SWAVUSD
前期市值: US$197.1萬
在 Q2 2024 季度中，Robbins Farley 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 33 個部位、減碼 8 個部位以及清倉 4 個部位。 其中最大新建倉標的為 ETN。 本季清倉部位包含 SWAVUSD。
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。