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: 0001009005
申報總市值
US$2.8億
US$2.8億
90 檔
21.7%
根據最新整理的 13F 季度數據集，Shaker Investments Llc/oh 於 Q3 2024 結束時的管理資產規模為 US$2.8億。該機構在本季度申報了 90 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2024 的申報記錄反映 Shaker Investments Llc/oh 的板塊替換策略：機構本季推動了 23 筆增持與 27 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 AX, AVGO, NVDA）占據了總市值的 21.7%，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 | AX | Axos Financial Inc | 股票-金融 | 11.52% | -1.81% | -4.42% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.80% | -0.18% | +902.03% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | +0.32% | +7.86% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.25% | +0.50% | -8.62% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.20% | -0.10% | -6.25% | |
| 6 | ANETEUR | Arista Networks Inc | 股票-其他 | 2.58% | — | +0.01% | |
| 7 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 2.38% | — | +29.91% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.36% | -0.38% | +79.99% | |
| 9 | MU | Micron Technology Inc | 股票-科技 | 2.33% | +3.53% | -22.77% | |
| 10 | LNTH | Lantheus Holdings Inc | 股票-醫療保健 | 2.05% | — | +60.49% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -1.34% | -0.37% | |
| 12 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 1.89% | — | -5.43% | |
| 13 | KEX | Kirby CORP | 股票-工業 | 1.88% | — | +0.04% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.80% | -0.27% | +93.12% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.69% | +0.40% | +76.15% | |
| 16 | FANG | Diamondback Energy Inc | 股票-能源 | 1.65% | — | -0.02% | |
| 17 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 1.62% | — | +45.06% | |
| 18 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 1.60% | -0.03% | +0.22% | |
| 19 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 1.59% | — | +45.67% | |
| 20 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.56% | -1.23% | +0.21% | |
| 21 | WSO | Watsco Inc | 股票-工業 | 1.55% | — | +0.16% | |
| 22 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.53% | +0.61% | +0.05% | |
| 23 | CSGP | Costar Group Inc | 股票-房地產 | 1.48% | — | +0.05% | |
| 24 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.44% | -0.21% | +0.23% | |
| 25 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 1.36% | — | -4.61% | |
| 26 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.31% | -1.29% | EXIT | |
| 27 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.31% | -0.16% | +0.33% | |
| 28 | MSI | Motorola Solutions Inc | 股票-科技 | 1.30% | -0.93% | EXIT | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.15% | — | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 1.22% | — | -0.37% | |
| 31 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.15% | -0.61% | EXIT | |
| 32 | FTNT | Fortinet Inc | 股票-科技 | 1.11% | +0.41% | +72.67% | |
| 33 | MHO | M/i Homes Inc | 股票-循環性消費 | 1.08% | — | +12.52% | |
| 34 | PODD | Insulet CORP | 股票-醫療保健 | 1.07% | -1.77% | EXIT | |
| 35 | IBP | Installed Building Products | 股票-循環性消費 | 0.97% | — | +0.02% | |
| 36 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.93% | — | — | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | -0.99% | EXIT | |
| 38 | SNX | TD Synnex CORP | 股票-科技 | 0.92% | — | +134.74% | |
| 39 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.91% | -0.42% | EXIT | |
| 40 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.90% | — | — | |
| 41 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.90% | +0.18% | — | |
| 42 | CDW | Cdw Corp/de | 股票-科技 | 0.89% | — | +0.21% | |
| 43 | FSLR | First Solar Inc | 股票-科技 | 0.87% | — | — | |
| 44 | UBER | Uber Technologies Inc | 股票-工業 | 0.86% | -0.21% | — | |
| 45 | BURL | Burlington Stores Inc | 股票-循環性消費 | 0.85% | — | — | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.84% | — | — | |
| 47 | MCHP | Microchip Technology Inc | 股票-科技 | 0.83% | +0.64% | +0.32% | |
| 48 | PCTY | Paylocity Holding CORP | 股票-科技 | 0.80% | — | +0.20% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.76% | -0.08% | -0.37% | |
| 50 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.76% | — | -1.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.2% | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | +1.1% | +79.99% | 加碼 |
| 3 | LNTH | Lantheus Holdings Inc | +1.1% | +60.49% | 加碼 |
| 4 | PODD | Insulet CORP | +1.1% | NEW | 新建倉 |
| 5 | META | Meta Platforms Inc-class A | +0.9% | +93.12% | 加碼 |
| 6 | CMG | Chipotle Mexican Grill Inc | +0.9% | NEW | 新建倉 |
| 7 | KNSL | Kinsale Capital Group Inc | +0.9% | NEW | 新建倉 |
| 8 | PYPL | Paypal Holdings Inc | +0.9% | NEW | 新建倉 |
| 9 | FIX | Comfort Systems USA Inc | +0.9% | NEW | 新建倉 |
| 10 | FSLR | First Solar Inc | +0.9% | NEW | 新建倉 |
| 11 | UBER | Uber Technologies Inc | +0.9% | NEW | 新建倉 |
| 12 | BURL | Burlington Stores Inc | +0.9% | NEW | 新建倉 |
| 13 | NOW | Servicenow Inc | +0.8% | NEW | 新建倉 |
| 14 | ZBRA | Zebra Technologies Corp-cl A | +0.8% | +29.91% | 加碼 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +76.15% | 加碼 |
| 16 | FTNT | Fortinet Inc | +0.6% | +72.67% | 加碼 |
| 17 | SNX | TD Synnex CORP | +0.5% | +134.74% | 加碼 |
| 18 | TXRH | Texas Roadhouse Inc | +0.5% | +45.06% | 加碼 |
| 19 | BKNG | Booking Holdings Inc | +0.5% | NEW | 新建倉 |
| 20 | DHI | Dr Horton Inc | +0.4% | +20.92% | 加碼 |
| 21 | MHO | M/i Homes Inc | +0.4% | +12.52% | 加碼 |
| 22 | ICLR | ICON Public Limited Company | +0.4% | +45.67% | 加碼 |
| 23 | SFM | Sprouts Farmers Market Inc | +0.3% | -5.43% | 減碼 |
| 24 | AVGO | Broadcom Inc | +0.1% | +902.03% | 加碼 |
| 25 | AX | Axos Financial Inc | +0.1% | -4.42% | 減碼 |
| 26 | GPN | Global Payments Inc | -0.3% | EXIT | 清倉 |
| 27 | DV | Doubleverify Holdings Inc | -0.3% | EXIT | 清倉 |
| 28 | VEEV | Veeva Systems Inc-class A | -0.3% | EXIT | 清倉 |
| 29 | DUOL | Duolingo | -0.3% | -50.29% | 減碼 |
| 30 | FANG | Diamondback Energy Inc | -0.4% | -0.02% | 減碼 |
| 31 | AZO | Autozone Inc | -0.4% | EXIT | 清倉 |
| 32 | CRM | Salesforce Inc | -0.4% | -49.88% | 減碼 |
| 33 | MEDP | Medpace Holdings Inc | -0.5% | -4.61% | 減碼 |
| 34 | AMZN | Amazon.com Inc | -0.6% | -8.62% | 減碼 |
| 35 | CRL | Charles River Laboratories | -0.6% | EXIT | 清倉 |
| 36 | EEFT | Euronet Worldwide Inc | -0.6% | -43.04% | 減碼 |
| 37 | PAYC | Paycom Software Inc | -0.7% | EXIT | 清倉 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.7% | -6.25% | 減碼 |
| 39 | QLYS | Qualys Inc | -0.7% | EXIT | 清倉 |
| 40 | MTDR | Matador Resources Co | -0.8% | EXIT | 清倉 |
| 41 | V | Visa Inc-class A Shares | -0.9% | -48.39% | 減碼 |
| 42 | ABNB | Airbnb Inc-class A | -0.9% | EXIT | 清倉 |
| 43 | GLOB | Globant S.A. | -0.9% | EXIT | 清倉 |
| 44 | VECO | Veeco Instruments Inc | -0.9% | EXIT | 清倉 |
| 45 | UPWK | Upwork Inc | -0.9% | EXIT | 清倉 |
| 46 | NXPI | NXP Semiconductors N.V. | -1% | EXIT | 清倉 |
| 47 | WCC | Wesco International Inc | -1.3% | EXIT | 清倉 |
| 48 | MU | Micron Technology Inc | -1.7% | -22.77% | 減碼 |
| 49 | COR | Cencora Inc | -1.8% | EXIT | 清倉 |
| 50 | DXCM | Dexcom Inc | -2.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Shaker Investments Llc/oh 在 Q3 2024 季度的美股持倉總市值約為 US$2.8億，共申報了 90 個公開持股部位。
在 Q3 2024 季度，Shaker Investments Llc/oh 按市值排列的前三大核心持股分別為：AX (11.5%)、AVGO (3.8%)、NVDA (3.4%)。其中最大持股部位 AX 佔據整體投資組合約 11.5% 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。
本季最大新建倉標的
JPM
市值: US$297.1萬
本季最大獲利了結 / 清倉標的
DXCM
前期市值: US$524.9萬
在 Q3 2024 季度中，Shaker Investments Llc/oh 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 12 個部位、減碼 11 個部位以及清倉 16 個部位。 其中最大新建倉標的為 JPM。 本季清倉部位包含 DXCM。
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。