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: 0002012614
申報總市值
US$9.0億
US$9.0億
136 檔
11.2%
在 Q3 2024 的 13F 官方備案中，Sierra Summit Advisors LLC 管理的美股投資組合規模來到 US$9.0億，整體持股檔數為 136 檔。
觀察 Q3 2024 的資金脈絡，Sierra Summit Advisors LLC 在獲利結算 15 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。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, IWM）累計市值佔比達 11.2%，是驅動 Sierra Summit Advisors LLC 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 | AAPL | Apple Inc | 股票-科技 | 6.10% | -0.66% | +6.01% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.77% | -0.66% | +9.57% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.36% | — | +58.50% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.39% | -0.22% | +14.55% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.38% | -0.12% | +6.68% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.21% | -0.21% | +5.36% | |
| 7 | FSLR | First Solar Inc | 股票-科技 | 3.04% | -0.16% | +18.27% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.78% | -0.03% | EXIT | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.56% | — | +138.65% | |
| 10 | PFE | Pfizer Inc | 股票-醫療保健 | 2.53% | -0.03% | EXIT | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.04% | +12.17% | |
| 12 | ✓ | Quanta Svcs Inc | 股票-其他 | 2.43% | — | +5.24% | |
| 13 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.42% | -1.07% | -21.09% | |
| 14 | FTI | TechnipFMC plc | 股票-能源 | 2.42% | — | — | |
| 15 | LRCXEUR | Lam Research CORP | 股票-科技 | 2.29% | — | — | |
| 16 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.26% | — | -24.21% | |
| 17 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 2.25% | — | +1.99% | |
| 18 | GEV | GE Vernova Inc | 股票-工業 | 2.17% | +0.17% | -20.95% | |
| 19 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.12% | — | -25.04% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 2.09% | +0.14% | +8.69% | |
| 21 | CRBG | Corebridge Financial Inc | 股票-金融 | 1.98% | — | — | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.85% | +0.09% | +2.14% | |
| 23 | TSLA | Tesla Inc | 股票-循環性消費 | 1.78% | -0.32% | +39.23% | |
| 24 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.76% | — | +5.57% | |
| 25 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.70% | -0.08% | — | |
| 26 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.65% | — | — | |
| 27 | ACM | Aecom | 股票-工業 | 1.56% | — | -0.12% | |
| 28 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.51% | — | — | |
| 29 | CSX | Csx CORP | 股票-工業 | 1.50% | — | — | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 1.42% | — | +2.81% | |
| 31 | PSX | Phillips 66 | 股票-能源 | 1.36% | — | +1.11% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.22% | — | +4.27% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | -0.05% | +1116.40% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.08% | +20.38% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.61% | -0.07% | +11.90% | |
| 36 | ✓ | Invesco Qqq Tr | 股票-其他 | 0.60% | — | +4.68% | |
| 37 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.57% | -0.20% | +22.03% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.57% | -0.03% | +22.69% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.51% | -0.02% | +2.71% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.51% | -0.01% | +14.15% | |
| 41 | CMI | Cummins Inc | 股票-工業 | 0.48% | +0.02% | +25.58% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.42% | -0.11% | +22.29% | |
| 43 | TGT | Target CORP | 股票-循環性消費 | 0.40% | — | — | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.39% | -0.05% | +21.27% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.37% | -0.01% | +0.93% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.36% | -0.04% | +14.25% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.34% | -0.05% | +19.67% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.34% | — | +21.28% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.34% | -0.06% | +26.39% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.32% | -0.02% | +61.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FTI | TechnipFMC plc | +2.4% | NEW | 新建倉 |
| 2 | LRCXEUR | Lam Research CORP | +2.3% | NEW | 新建倉 |
| 3 | CRBG | Corebridge Financial Inc | +2% | NEW | 新建倉 |
| 4 | VRT | Vertiv Holdings Co-a | +1.7% | NEW | 新建倉 |
| 5 | STZ | Constellation Brands Inc-a | +1.7% | NEW | 新建倉 |
| 6 | IWM | Ishares Russell 2000 ETF | +1.6% | +58.50% | 加碼 |
| 7 | BX | Blackstone Inc | +1.6% | +138.65% | 加碼 |
| 8 | ULTA | Ulta Beauty Inc | +1.5% | NEW | 新建倉 |
| 9 | CSX | Csx CORP | +1.5% | NEW | 新建倉 |
| 10 | TSLA | Tesla Inc | +0.7% | +39.23% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.6% | +14.55% | 加碼 |
| 12 | FSLR | First Solar Inc | +0.5% | +18.27% | 加碼 |
| 13 | AAPL | Apple Inc | +0.5% | +6.01% | 加碼 |
| 14 | TGT | Target CORP | +0.4% | NEW | 新建倉 |
| 15 | ✓ | Quanta Svcs Inc | +0.3% | +5.24% | 加碼 |
| 16 | PTGX | Protagonist Therapeutics Inc | +0.2% | NEW | 新建倉 |
| 17 | ASTH | Astrana Health Inc | +0.2% | NEW | 新建倉 |
| 18 | HSTM | Healthstream Inc | +0.2% | NEW | 新建倉 |
| 19 | ADUS | Addus Homecare CORP | +0.2% | NEW | 新建倉 |
| 20 | GEV | GE Vernova Inc | +0.2% | -20.95% | 減碼 |
| 21 | IBM | Intl Business Machines CORP | +0.2% | +22.69% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.1% | +1116.40% | 加碼 |
| 23 | ACM | Aecom | +0.1% | -0.12% | 減碼 |
| 24 | PFE | Pfizer Inc | +0.1% | +8.68% | 加碼 |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.27% | 加碼 |
| 26 | BKNG | Booking Holdings Inc | +0.1% | +5.57% | 加碼 |
| 27 | AMD | Advanced Micro Devices | 0% | +8.69% | 加碼 |
| 28 | MSFT | Microsoft CORP | — | +12.17% | 加碼 |
| 29 | NVDA | Nvidia CORP | 0% | +9.57% | 加碼 |
| 30 | CNX | Cnx Resources CORP | -0.2% | EXIT | 清倉 |
| 31 | GLRE | Greenlight Capital Re, Ltd. | -0.2% | EXIT | 清倉 |
| 32 | IIPR | Innovative Industrial Proper | -0.2% | EXIT | 清倉 |
| 33 | ACMR | Acm Research Inc-class A | -0.2% | EXIT | 清倉 |
| 34 | UE | Urban Edge Properties | -0.2% | EXIT | 清倉 |
| 35 | HTB | Hometrust Bancshares Inc | -0.2% | EXIT | 清倉 |
| 36 | DAKT | Daktronics Inc | -0.2% | EXIT | 清倉 |
| 37 | ✓ | Target CORP | -0.3% | EXIT | 清倉 |
| 38 | ICLR | ICON Public Limited Company | -0.3% | +1.99% | 加碼 |
| 39 | ISRG | Intuitive Surgical Inc | -0.6% | -21.09% | 減碼 |
| 40 | BSX | Boston Scientific CORP | -0.7% | -25.04% | 減碼 |
| 41 | PDD | Pdd Holdings Inc | -0.8% | EXIT | 清倉 |
| 42 | CRWD | Crowdstrike Holdings Inc - A | -1.4% | EXIT | 清倉 |
| 43 | MDB | Mongodb Inc | -1.5% | EXIT | 清倉 |
| 44 | V | Visa Inc-class A Shares | -1.8% | -93.86% | 減碼 |
| 45 | CELH | Celsius Holdings Inc | -1.9% | EXIT | 清倉 |
| 46 | LULU | Lululemon Athletica Inc | -1.9% | EXIT | 清倉 |
| 47 | SHOP | Shopify Inc - Class A | -2% | EXIT | 清倉 |
| 48 | CBOE | Cboe Global Markets Inc | -2% | -91.63% | 減碼 |
| 49 | CRM | Salesforce Inc | -2.1% | -95.86% | 減碼 |
| 50 | DDOG | Datadog Inc - Class A | -2.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Sierra Summit Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$9.0億，共申報了 136 個公開持股部位。
在 Q3 2024 季度，Sierra Summit Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (6.1%)、NVDA (5.8%)、IWM (4.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 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
FTI
市值: US$1050.7萬
本季最大獲利了結 / 清倉標的
DDOG
前期市值: US$1045.3萬
在 Q3 2024 季度中，Sierra Summit Advisors LLC 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 16 個部位、減碼 7 個部位以及清倉 15 個部位。 其中最大新建倉標的為 FTI。 本季清倉部位包含 DDOG。
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。