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
155 檔
13.1%
根據最新整理的 13F 季度數據集，Robbins Farley 於 Q3 2024 結束時的管理資產規模為 US$2.6億。該機構在本季度申報了 155 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，Robbins Farley 採取了強勁的買進策略，建倉與加碼動作（合計 32 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 SCHD, NVDA, AMZN）占據了總市值的 13.1%，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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.07% | +0.19% | -7.66% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.98% | +0.04% | +4.11% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.32% | +0.02% | +45.31% | |
| 4 | HD | Home Depot Inc | 股票-循環性消費 | 2.94% | -0.09% | -6.75% | |
| 5 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.91% | -0.82% | +1.18% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.87% | +0.20% | +781.72% | |
| 7 | CAT | Caterpillar Inc | 股票-工業 | 2.83% | -0.08% | -5.78% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.71% | +0.04% | -15.51% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | +0.26% | +1.55% | |
| 10 | MLM | Martin Marietta Materials | 股票-原物料 | 2.65% | +0.07% | +11.94% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.61% | +0.01% | -12.64% | |
| 12 | FISV | Fiserv Inc | 股票-其他 | 2.38% | — | -7.84% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.35% | +0.29% | -42.27% | |
| 14 | UBER | Uber Technologies Inc | 股票-工業 | 2.31% | -0.20% | +54.95% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.24% | -0.22% | +0.82% | |
| 16 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.22% | -0.13% | +4.58% | |
| 17 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 2.17% | -0.56% | +2.31% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | +0.21% | +2.00% | |
| 19 | DELL | Dell Technologies -c | 股票-科技 | 2.03% | +0.14% | +121.75% | |
| 20 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.01% | — | +0.43% | |
| 21 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.93% | +0.10% | -1.55% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.89% | -0.17% | -10.45% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.87% | +0.07% | +12.36% | |
| 24 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.75% | — | +12.13% | |
| 25 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.72% | — | +2.40% | |
| 26 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.71% | — | +15.41% | |
| 27 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.71% | — | -7.21% | |
| 28 | GVA | Granite Construction Inc | 股票-工業 | 1.71% | +0.46% | — | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.59% | -0.19% | +91028.57% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.57% | -0.17% | +3.69% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | +0.01% | +0.84% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.55% | -0.20% | -6.37% | |
| 33 | NFLX | Netflix Inc | 股票-通訊服務 | 1.52% | -0.61% | -8.63% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 1.50% | -0.16% | -4.30% | |
| 35 | ELF | Elf Beauty Inc | 股票-非循環性消費 | 1.49% | — | +14.64% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 1.42% | — | -12.42% | |
| 37 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.40% | — | +0.68% | |
| 38 | ALGM | Allegro Microsystems Inc | 股票-其他 | 1.39% | — | +8.46% | |
| 39 | JHPI | John Hancock Preferred Incom | ETF-其他 | 1.33% | -0.09% | +4.66% | |
| 40 | PBH | Prestige Consumer Healthcare | 股票-醫療保健 | 1.21% | — | +5.64% | |
| 41 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 0.98% | — | +2.12% | |
| 42 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.98% | -0.24% | +4.38% | |
| 43 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.96% | -0.19% | -13.49% | |
| 44 | DOW | Dow Inc | 股票-原物料 | 0.96% | -0.02% | +3.22% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.96% | — | +0.38% | |
| 46 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.93% | +0.02% | +42.16% | |
| 47 | SNA | Snap-on Inc | 股票-工業 | 0.92% | +0.05% | +2.70% | |
| 48 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.90% | +0.24% | -12.97% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.90% | — | +4.91% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.88% | — | +4.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GVA | Granite Construction Inc | +1.7% | NEW | 新建倉 |
| 2 | GS | Goldman Sachs Group Inc | +1.6% | +91028.57% | 加碼 |
| 3 | DELL | Dell Technologies -c | +0.9% | +121.75% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.8% | +45.31% | 加碼 |
| 5 | UBER | Uber Technologies Inc | +0.8% | +54.95% | 加碼 |
| 6 | SHW | Sherwin-williams Co/the | +0.3% | -1.55% | 減碼 |
| 7 | ETN | Eaton Corporation plc | +0.2% | +12.36% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +0.82% | 加碼 |
| 9 | CAVA | Cava Group Inc | +0.2% | +1.26% | 加碼 |
| 10 | ULTA | Ulta Beauty Inc | +0.2% | +15.41% | 加碼 |
| 11 | MLM | Martin Marietta Materials | +0.1% | +11.94% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | -5.78% | 減碼 |
| 13 | MCD | Mcdonald's CORP | +0.1% | +4.28% | 加碼 |
| 14 | FISV | Fiserv Inc | +0.1% | -7.84% | 減碼 |
| 15 | HD | Home Depot Inc | +0.1% | -6.75% | 減碼 |
| 16 | NEE | Nextera Energy Inc | +0.1% | -6.37% | 減碼 |
| 17 | SO | Southern Co/the | +0.1% | -4.30% | 減碼 |
| 18 | TJX | Tjx Companies Inc | +0.1% | +1.18% | 加碼 |
| 19 | SNA | Snap-on Inc | +0.1% | +2.70% | 加碼 |
| 20 | ANETEUR | Arista Networks Inc | +0.1% | +0.68% | 加碼 |
| 21 | PBH | Prestige Consumer Healthcare | +0.1% | +5.64% | 加碼 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | -12.42% | 減碼 |
| 23 | DLR | Digital Realty Trust Inc | +0.1% | +4.38% | 加碼 |
| 24 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +4.91% | 加碼 |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +4.58% | 加碼 |
| 26 | JHPI | John Hancock Preferred Incom | 0% | +4.66% | 加碼 |
| 27 | CSCO | Cisco Systems Inc | 0% | +0.55% | 加碼 |
| 28 | HCA | Hca Healthcare Inc | 0% | -13.49% | 減碼 |
| 29 | V | Visa Inc-class A Shares | 0% | +2.00% | 加碼 |
| 30 | IBB | Ishares Biotechnology ETF | 0% | +0.43% | 加碼 |
| 31 | WMT | Walmart Inc | 0% | -10.45% | 減碼 |
| 32 | DOW | Dow Inc | 0% | +3.22% | 加碼 |
| 33 | DKNG | Draftkings Inc-cl A | 0% | +2.12% | 加碼 |
| 34 | QCOM | Qualcomm Inc | -0.1% | — | 不變 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -40.46% | 減碼 |
| 36 | NVDA | Nvidia CORP | -0.1% | +4.11% | 加碼 |
| 37 | ADBE | Adobe Inc | -0.1% | +0.38% | 加碼 |
| 38 | NFLX | Netflix Inc | -0.2% | -8.63% | 減碼 |
| 39 | PANW | Palo Alto Networks Inc | -0.2% | -12.97% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.2% | +1.55% | 加碼 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.84% | 加碼 |
| 42 | DPZ | Domino's Pizza Inc | -0.2% | +12.13% | 加碼 |
| 43 | ALGM | Allegro Microsystems Inc | -0.2% | +8.46% | 加碼 |
| 44 | AAPL | Apple Inc | -0.2% | -12.64% | 減碼 |
| 45 | CELH | Celsius Holdings Inc | -0.3% | -97.46% | 減碼 |
| 46 | AVGO | Broadcom Inc | -0.3% | +781.72% | 加碼 |
| 47 | SCHF | Schwab Intl Equity ETF | -0.5% | -15.51% | 減碼 |
| 48 | ELF | Elf Beauty Inc | -1.2% | +14.64% | 加碼 |
| 49 | SBUX | Starbucks CORP | -1.7% | EXIT | 清倉 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -1.9% | -42.27% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Robbins Farley 在 Q3 2024 季度的美股持倉總市值約為 US$2.6億，共申報了 155 個公開持股部位。
在 Q3 2024 季度，Robbins Farley 按市值排列的前三大核心持股分別為：SCHD (4.1%)、NVDA (4.0%)、AMZN (3.3%)。其中最大持股部位 SCHD 佔據整體投資組合約 4.1% 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
GVA
市值: US$339.2萬
本季最大獲利了結 / 清倉標的
SBUX
前期市值: US$323.5萬
在 Q3 2024 季度中，Robbins Farley 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 31 個部位、減碼 16 個部位以及清倉 1 個部位。 其中最大新建倉標的為 GVA。 本季清倉部位包含 SBUX。
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。