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: 0001544366
申報總市值
US$3.2億
US$3.2億
284 檔
8.5%
Q3 2024 季度申報顯示，Samalin Investment Counsel, LLC 揭露的美股組合總市值為 US$3.2億，涵蓋 284 個不同之權益投資部位。
在 Q3 2024，Samalin Investment Counsel, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 13 個新部位，並對 17 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, SPY, OUNZ）占據了總市值的 8.5%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
OPRA
市值: US$50.7萬
本季最大獲利了結 / 清倉標的
GOF
前期市值: US$110.4萬
僅顯示前 200 大持股（共 284 檔）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 3.42% | +0.16% | -0.94% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.18% | +0.07% | -7.61% | |
| 3 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 2.11% | -0.70% | +10.44% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.08% | — | -1.85% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.99% | -0.05% | +0.46% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.68% | +0.37% | -1.27% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.50% | -0.08% | +2.92% | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.49% | -0.19% | -3.80% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.31% | +0.01% | -0.60% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.29% | +0.05% | -1.29% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.29% | +2.47% | +3.49% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.25% | +0.03% | -2.50% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.23% | -0.07% | -0.38% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.16% | — | +1.21% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.16% | +0.06% | +4.39% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.15% | +0.22% | +2.59% | |
| 17 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.15% | -0.16% | +4.27% | |
| 18 | MPLX | Mplx LP | 股票-能源 | 1.11% | -0.13% | +2.75% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.08% | +0.04% | -7.39% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 0.98% | +0.05% | +0.90% | |
| 21 | EPD | Enterprise Products Partners | 股票-能源 | 0.93% | -0.19% | -5.41% | |
| 22 | BIZD | Vaneck Bdc Income ETF | ETF-其他 | 0.91% | -0.02% | +23.26% | |
| 23 | PFFA | Virtus Infracap US Pref Stck | ETF-其他 | 0.83% | -0.14% | +8.22% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | +0.10% | -6.63% | |
| 25 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.80% | +0.33% | +6.27% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.04% | -0.92% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.79% | +0.21% | -1.77% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.75% | — | +48.45% | |
| 29 | RQI | Cohen & Steers Qual Inc Rlty | 股票-其他 | 0.75% | -0.14% | -0.02% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.71% | +0.03% | +1.88% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | -0.04% | +1.42% | |
| 32 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-其他 | 0.69% | -0.06% | +2.97% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | -0.23% | +1.83% | |
| 34 | DFAI | Dimensional International Co | ETF-其他 | 0.67% | -0.03% | +0.29% | |
| 35 | DFSD | Dimensional Short Duration | ETF-其他 | 0.67% | -0.05% | +3.85% | |
| 36 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 0.66% | -0.05% | +1.63% | |
| 37 | DFIP | Dimensional Inflation-protec | ETF-其他 | 0.66% | -0.05% | +2.36% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.62% | +0.04% | +1.74% | |
| 39 | ARCC | Ares Capital CORP | 股票-金融 | 0.62% | -0.08% | +5.85% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.59% | -0.02% | +95.51% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.57% | +0.24% | +4.04% | |
| 42 | HQH | Abrdn Healthcare Investors | 股票-其他 | 0.55% | +0.27% | +1.02% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.54% | +0.02% | +0.89% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.53% | +0.09% | +56.37% | |
| 45 | HTD | John Hancock Tax Adv Dvd Inc | 股票-其他 | 0.53% | -0.05% | -9.99% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.09% | -0.84% | |
| 47 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 0.49% | -0.14% | +10.18% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.47% | -0.03% | -0.85% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.47% | -0.01% | +37.56% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.04% | -1.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | OUNZ | Vaneck Merk Gold ETF | +0.3% | +10.44% | 加碼 |
| 2 | AMGN | Amgen Inc | +0.3% | +95.51% | 加碼 |
| 3 | OPRA | Opera Ltd-adr | +0.2% | NEW | 新建倉 |
| 4 | AMLP | Alerian Mlp ETF | +0.2% | +48.45% | 加碼 |
| 5 | NICE | Nice LTD - Spon Adr | +0.2% | NEW | 新建倉 |
| 6 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.2% | NEW | 新建倉 |
| 7 | XLK | Ss Technology Select Sector | +0.2% | +56.37% | 加碼 |
| 8 | SPOT | Spotify Technology S.A. | +0.2% | +63.78% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.1% | +1.88% | 加碼 |
| 10 | ONEQ | Fidelity Nasdaq Comp Indx | +0.1% | +54.61% | 加碼 |
| 11 | ERO | Ero Copper CORP | +0.1% | NEW | 新建倉 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.92% | 加碼 |
| 13 | OHI | Omega Healthcare Investors | +0.1% | +26.18% | 加碼 |
| 14 | AQN | Algonquin Power & Utilities | +0.1% | +101.24% | 加碼 |
| 15 | IRM | Iron Mountain Inc | +0.1% | NEW | 新建倉 |
| 16 | SO | Southern Co/the | +0.1% | NEW | 新建倉 |
| 17 | BIZD | Vaneck Bdc Income ETF | +0.1% | +23.26% | 加碼 |
| 18 | RQI | Cohen & Steers Qual Inc Rlty | +0.1% | -0.02% | 減碼 |
| 19 | WPC | Wp Carey Inc | +0.1% | +26.52% | 加碼 |
| 20 | MLCO | Melco Resorts & Entert-adr | +0.1% | +48.05% | 加碼 |
| 21 | HIW | Highwoods Properties Inc | +0.1% | NEW | 新建倉 |
| 22 | HCA | Hca Healthcare Inc | +0.1% | NEW | 新建倉 |
| 23 | ARE | Alexandria Real Estate Equit | +0.1% | NEW | 新建倉 |
| 24 | ED | Consolidated Edison Inc | +0.1% | NEW | 新建倉 |
| 25 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建倉 |
| 26 | AXP | American Express Co | +0.1% | NEW | 新建倉 |
| 27 | DFAX | Dimensional World Ex US Core | +0.1% | NEW | 新建倉 |
| 28 | MPT | Medical Properties Trust Inc | +0.1% | +0.80% | 加碼 |
| 29 | AAPL | Apple Inc | +0.1% | -0.94% | 減碼 |
| 30 | PFFA | Virtus Infracap US Pref Stck | +0.1% | +8.22% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | +0.1% | +37.56% | 加碼 |
| 32 | IWR | Ishares Russell Mid-cap ETF | 0% | +1.21% | 加碼 |
| 33 | DGRO | Ishares Core Dividend Growth | 0% | -0.38% | 減碼 |
| 34 | NUE | Nucor CORP | -0.1% | EXIT | 清倉 |
| 35 | KWEB | Kranesh Csi China Internet | -0.1% | EXIT | 清倉 |
| 36 | SE | Sea Ltd-adr | -0.1% | -50.65% | 減碼 |
| 37 | ATLC | Atlanticus Holdings CORP | -0.1% | EXIT | 清倉 |
| 38 | CLS | Celestica Inc | -0.1% | -30.21% | 減碼 |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -5.93% | 減碼 |
| 40 | INTC | Intel CORP | -0.2% | EXIT | 清倉 |
| 41 | GHI | Greystone Housing Impact Inv | -0.2% | -28.35% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.2% | -38.55% | 減碼 |
| 43 | MGPI | Mgp Ingredients Inc | -0.2% | EXIT | 清倉 |
| 44 | MELI | Mercadolibre Inc | -0.2% | EXIT | 清倉 |
| 45 | DIS | Walt Disney Co/the | -0.2% | -39.93% | 減碼 |
| 46 | LLY | Eli Lilly & Co | -0.2% | -7.39% | 減碼 |
| 47 | GOOD | Gladstone Commercial CORP | -0.3% | EXIT | 清倉 |
| 48 | NEM | Newmont CORP | -0.3% | EXIT | 清倉 |
| 49 | CHI | Calamos Convert Opport & Inc | -0.3% | -50.95% | 減碼 |
| 50 | GOF | Guggenheim Strategic Opport | -0.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Samalin Investment Counsel, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.2億，共申報了 284 個公開持股部位。
在 Q3 2024 季度，Samalin Investment Counsel, LLC 按市值排列的前三大核心持股分別為：AAPL (3.4%)、SPY (2.2%)、OUNZ (2.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.4% 的權重。
在 Q3 2024 季度中，Samalin Investment Counsel, LLC 共進行了 50 項持倉異動，包含新建倉 13 個部位、加碼 17 個部位、減碼 11 個部位以及清倉 9 個部位。 其中最大新建倉標的為 OPRA。 本季清倉部位包含 GOF。
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。
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。
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。