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
89 檔
24.5%
在 Q4 2024 申報期間，Shaker Investments Llc/oh（CIK: 0001009005）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.8億，共持有 89 個公開申報部位。
觀察 Q4 2024 的資金脈絡，Shaker Investments Llc/oh 在獲利結算 12 檔個股的同時，將資本重新部署至 12 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Shaker Investments Llc/oh 的前 5 大核心持股（包含 AX, NVDA, AVGO 等）合計佔整體申報市值的 24.5%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
ANET
市值: US$629.6萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$619.9萬
| # | 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 | 12.46% | -1.81% | -3.10% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.59% | +0.32% | +21.93% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.04% | -0.18% | -21.45% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.82% | +0.50% | -0.63% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.65% | -0.10% | -0.65% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.43% | -0.38% | +34.69% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.81% | +0.40% | +45.10% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 2.64% | +0.14% | — | |
| 9 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 2.48% | — | -0.46% | |
| 10 | PODD | Insulet CORP | 股票-醫療保健 | 2.21% | -1.77% | EXIT | |
| 11 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 1.90% | -0.42% | EXIT | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | -1.34% | -0.61% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.84% | -0.27% | -0.74% | |
| 14 | FTNT | Fortinet Inc | 股票-科技 | 1.83% | +0.41% | +34.81% | |
| 15 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 1.81% | — | -17.44% | |
| 16 | LNTH | Lantheus Holdings Inc | 股票-醫療保健 | 1.67% | — | -0.32% | |
| 17 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 1.65% | — | -0.45% | |
| 18 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.64% | -1.23% | -0.62% | |
| 19 | KEX | Kirby CORP | 股票-工業 | 1.58% | — | -3.44% | |
| 20 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.55% | — | +59.17% | |
| 21 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 1.51% | -0.03% | +12.30% | |
| 22 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.50% | -0.16% | -0.80% | |
| 23 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.48% | -1.29% | EXIT | |
| 24 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.48% | -0.21% | -0.77% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.15% | -0.79% | |
| 26 | MSI | Motorola Solutions Inc | 股票-科技 | 1.33% | -0.93% | EXIT | |
| 27 | EOG | Eog Resources Inc | 股票-能源 | 1.21% | — | -0.75% | |
| 28 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.21% | +0.61% | +23.32% | |
| 29 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 1.18% | -0.03% | +139.62% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | -0.99% | EXIT | |
| 31 | MHO | M/i Homes Inc | 股票-循環性消費 | 1.02% | — | +21.76% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 1.01% | — | +77.81% | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.99% | — | -0.49% | |
| 34 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.99% | — | -0.51% | |
| 35 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.97% | — | -0.53% | |
| 36 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.97% | +0.18% | -0.54% | |
| 37 | BURL | Burlington Stores Inc | 股票-循環性消費 | 0.92% | — | -0.37% | |
| 38 | ECPG | Encore Capital Group Inc | 股票-其他 | 0.90% | — | +27.65% | |
| 39 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.87% | -0.61% | EXIT | |
| 40 | PAYC | Paycom Software Inc | 股票-科技 | 0.85% | — | — | |
| 41 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.84% | -0.29% | EXIT | |
| 42 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.79% | +1.11% | NEW | |
| 43 | FANG | Diamondback Energy Inc | 股票-能源 | 0.78% | — | -50.27% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.78% | -0.08% | -0.69% | |
| 45 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.76% | — | -0.78% | |
| 46 | IRMD | Iradimed CORP | 股票-其他 | 0.69% | +0.17% | +0.79% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.62% | -0.05% | +9.27% | |
| 48 | WSO | Watsco Inc | 股票-工業 | 0.61% | — | -59.60% | |
| 49 | EEFT | Euronet Worldwide Inc | 股票-科技 | 0.58% | — | -17.37% | |
| 50 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.54% | -0.46% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +2.6% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +1.2% | +21.93% | 加碼 |
| 3 | PODD | Insulet CORP | +1.1% | +83.75% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | +45.10% | 加碼 |
| 5 | AAPL | Apple Inc | +1.1% | +34.69% | 加碼 |
| 6 | KNSL | Kinsale Capital Group Inc | +1% | +107.85% | 加碼 |
| 7 | AX | Axos Financial Inc | +0.9% | -3.10% | 減碼 |
| 8 | PAYC | Paycom Software Inc | +0.9% | NEW | 新建倉 |
| 9 | VEEV | Veeva Systems Inc-class A | +0.8% | NEW | 新建倉 |
| 10 | STX | Seagate Technology Holdings plc | +0.8% | NEW | 新建倉 |
| 11 | PCTY | Paylocity Holding CORP | +0.8% | +59.17% | 加碼 |
| 12 | FTNT | Fortinet Inc | +0.7% | +34.81% | 加碼 |
| 13 | BOOT | Boot Barn Holdings Inc | +0.6% | +139.62% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.6% | -0.63% | 減碼 |
| 15 | CRM | Salesforce Inc | +0.6% | +77.81% | 加碼 |
| 16 | AGYS | Agilysys Inc | +0.5% | NEW | 新建倉 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.65% | 減碼 |
| 18 | UFPI | Ufp Industries Inc | +0.4% | NEW | 新建倉 |
| 19 | AVGO | Broadcom Inc | +0.2% | -21.45% | 減碼 |
| 20 | YOU | Clear Secure Inc -class A | +0.2% | NEW | 新建倉 |
| 21 | DOCS | Doximity Inc-class A | +0.2% | NEW | 新建倉 |
| 22 | GLOB | Globant S.A. | +0.2% | NEW | 新建倉 |
| 23 | OMCL | Omnicell Inc | +0.2% | NEW | 新建倉 |
| 24 | MTDR | Matador Resources Co | +0.2% | NEW | 新建倉 |
| 25 | 37M | Mrc Global Inc | +0.2% | NEW | 新建倉 |
| 26 | IOVA | Iovance Biotherapeutics Inc | -0.2% | -42.33% | 減碼 |
| 27 | KRYS | Krystal Biotech Inc | -0.2% | EXIT | 清倉 |
| 28 | TSCO | Tractor Supply Company | -0.3% | +150.00% | 加碼 |
| 29 | ACLS | Axcelis Technologies Inc | -0.3% | EXIT | 清倉 |
| 30 | DHI | Dr Horton Inc | -0.3% | +2.86% | 加碼 |
| 31 | KEX | Kirby CORP | -0.3% | -3.44% | 減碼 |
| 32 | MPWR | Monolithic Power Systems Inc | -0.3% | +23.32% | 加碼 |
| 33 | AVY | Avery Dennison CORP | -0.3% | EXIT | 清倉 |
| 34 | MCHP | Microchip Technology Inc | -0.4% | -21.07% | 減碼 |
| 35 | LNTH | Lantheus Holdings Inc | -0.4% | -0.32% | 減碼 |
| 36 | NSIT | Insight Enterprises Inc | -0.4% | EXIT | 清倉 |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | EXIT | 清倉 |
| 38 | CLFD | Clearfield Inc | -0.6% | EXIT | 清倉 |
| 39 | UBER | Uber Technologies Inc | -0.6% | -61.76% | 減碼 |
| 40 | IBP | Installed Building Products | -0.6% | -47.19% | 減碼 |
| 41 | FSLR | First Solar Inc | -0.9% | EXIT | 清倉 |
| 42 | FANG | Diamondback Energy Inc | -0.9% | -50.27% | 減碼 |
| 43 | CDW | Cdw Corp/de | -0.9% | EXIT | 清倉 |
| 44 | SNX | TD Synnex CORP | -0.9% | EXIT | 清倉 |
| 45 | WSO | Watsco Inc | -0.9% | -59.60% | 減碼 |
| 46 | MEDP | Medpace Holdings Inc | -1.3% | -92.27% | 減碼 |
| 47 | CSGP | Costar Group Inc | -1.5% | EXIT | 清倉 |
| 48 | ICLR | ICON Public Limited Company | -1.6% | EXIT | 清倉 |
| 49 | MU | Micron Technology Inc | -2% | -79.96% | 減碼 |
| 50 | ANETEUR | Arista Networks Inc | -2.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Shaker Investments Llc/oh 在 Q4 2024 季度的美股持倉總市值約為 US$2.8億，共申報了 89 個公開持股部位。
在 Q4 2024 季度，Shaker Investments Llc/oh 按市值排列的前三大核心持股分別為：AX (12.5%)、NVDA (4.6%)、AVGO (4.0%)。其中最大持股部位 AX 佔據整體投資組合約 12.5% 的權重。
在 Q4 2024 季度中，Shaker Investments Llc/oh 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 12 個部位、減碼 14 個部位以及清倉 12 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。