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
148 檔
12.5%
截至 Q4 2024 季度末，Sierra Summit Advisors LLC 的美股持倉估值約為 US$9.0億，全數申報部位共有 148 檔。
觀察 Q4 2024 的申報異動，Sierra Summit Advisors LLC 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 NVDA, AAPL, GOOGL）占據了總市值的 12.5%，展現出該機構在 Q4 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 | NVDA | Nvidia CORP | 股票-科技 | 5.87% | -0.66% | +5.38% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.46% | -0.66% | -4.57% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.87% | -0.12% | +15.05% | |
| 4 | TSLA | Tesla Inc | 股票-循環性消費 | 3.76% | -0.32% | +57.10% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.43% | -0.21% | +3.83% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.26% | -0.22% | +7.78% | |
| 7 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.80% | -0.03% | EXIT | |
| 8 | BX | Blackstone Inc | 股票-金融 | 2.72% | — | +7.98% | |
| 9 | XYZ | Block Inc | 股票-金融 | 2.70% | — | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.66% | — | -30.17% | |
| 11 | GLW | Corning Inc | 股票-科技 | 2.58% | -0.17% | +1031.43% | |
| 12 | ✓ | Quanta Svcs Inc | 股票-其他 | 2.52% | — | +11.75% | |
| 13 | MRVL | Marvell Technology Inc | 股票-科技 | 2.46% | +1.85% | — | |
| 14 | C | Citigroup Inc | 股票-金融 | 2.37% | -0.12% | +4319.26% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 2.35% | +0.96% | — | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.25% | -1.07% | -0.02% | |
| 17 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.13% | -0.08% | +24.95% | |
| 18 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.12% | — | +7.38% | |
| 19 | CRBG | Corebridge Financial Inc | 股票-金融 | 2.03% | — | +14.50% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 1.94% | — | +24.09% | |
| 21 | RL | Ralph Lauren CORP | 股票-循環性消費 | 1.90% | -0.13% | EXIT | |
| 22 | ANET | Arista Networks Inc | 股票-科技 | 1.81% | +0.17% | — | |
| 23 | GEV | GE Vernova Inc | 股票-工業 | 1.77% | +0.17% | -27.61% | |
| 24 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.76% | — | +7.72% | |
| 25 | FSLR | First Solar Inc | 股票-科技 | 1.74% | -0.16% | -7.19% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.71% | — | — | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.68% | +0.09% | +19.44% | |
| 28 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.66% | — | -8.69% | |
| 29 | KVYO | Klaviyo Inc-a | 股票-其他 | 1.60% | — | — | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.30% | — | — | |
| 31 | EME | Emcor Group Inc | 股票-工業 | 1.11% | -1.74% | EXIT | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.98% | — | +9.82% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | -0.05% | +10.95% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | -0.03% | +29.87% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.08% | -7.89% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | -0.07% | +15.89% | |
| 37 | ✓ | Invesco Qqq Tr | 股票-其他 | 0.52% | — | -5.76% | |
| 38 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.49% | -0.20% | +4.21% | |
| 39 | CMI | Cummins Inc | 股票-工業 | 0.46% | +0.02% | +1.26% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.45% | -0.02% | -1.27% | |
| 41 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.43% | -0.20% | +67.57% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.42% | -0.05% | +31.06% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.41% | — | +26.59% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | -0.11% | +23.85% | |
| 45 | TGT | Target CORP | 股票-循環性消費 | 0.39% | — | +29.05% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | -0.04% | -82.44% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.35% | -0.05% | +25.04% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.34% | -0.01% | -12.19% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.32% | -0.02% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.31% | -0.01% | -0.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XYZ | Block Inc | +2.7% | NEW | 新建倉 |
| 2 | MRVL | Marvell Technology Inc | +2.5% | NEW | 新建倉 |
| 3 | LRCX | Lam Research CORP | +2.4% | NEW | 新建倉 |
| 4 | GLW | Corning Inc | +2.3% | +1031.43% | 加碼 |
| 5 | C | Citigroup Inc | +2.3% | +4319.26% | 加碼 |
| 6 | TSLA | Tesla Inc | +2% | +57.10% | 加碼 |
| 7 | RL | Ralph Lauren CORP | +1.9% | NEW | 新建倉 |
| 8 | ANET | Arista Networks Inc | +1.8% | NEW | 新建倉 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +1.7% | NEW | 新建倉 |
| 10 | KVYO | Klaviyo Inc-a | +1.6% | NEW | 新建倉 |
| 11 | BABA | Alibaba Group Holding-sp Adr | +1.3% | NEW | 新建倉 |
| 12 | EME | Emcor Group Inc | +1.1% | NEW | 新建倉 |
| 13 | NFLX | Netflix Inc | +0.5% | +24.09% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.5% | +15.05% | 加碼 |
| 15 | VRT | Vertiv Holdings Co-a | +0.4% | +24.95% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.3% | NEW | 新建倉 |
| 17 | NSC | Norfolk Southern CORP | +0.3% | NEW | 新建倉 |
| 18 | TFC | Truist Financial CORP | +0.3% | NEW | 新建倉 |
| 19 | AMZN | Amazon.com Inc | +0.2% | +3.83% | 加碼 |
| 20 | AVGO | Broadcom Inc | +0.2% | +10.95% | 加碼 |
| 21 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | 新建倉 |
| 22 | SBUX | Starbucks CORP | +0.2% | NEW | 新建倉 |
| 23 | BX | Blackstone Inc | +0.2% | +7.98% | 加碼 |
| 24 | GILD | Gilead Sciences Inc | +0.2% | +67.57% | 加碼 |
| 25 | MCD | Mcdonald's CORP | +0.2% | +153.94% | 加碼 |
| 26 | NVDA | Nvidia CORP | +0.1% | +5.38% | 加碼 |
| 27 | ✓ | Quanta Svcs Inc | +0.1% | +11.75% | 加碼 |
| 28 | CRBG | Corebridge Financial Inc | +0.1% | +14.50% | 加碼 |
| 29 | PANW | Palo Alto Networks Inc | 0% | +116.57% | 加碼 |
| 30 | BSX | Boston Scientific CORP | — | +7.38% | 加碼 |
| 31 | META | Meta Platforms Inc-class A | -0.1% | +7.78% | 加碼 |
| 32 | MHO | M/i Homes Inc | -0.2% | EXIT | 清倉 |
| 33 | ITGR | Integer Holdings CORP | -0.2% | EXIT | 清倉 |
| 34 | AMGN | Amgen Inc | -0.2% | EXIT | 清倉 |
| 35 | QCOM | Qualcomm Inc | -0.3% | -64.46% | 減碼 |
| 36 | CMCSA | Comcast Corp-class A | -0.3% | EXIT | 清倉 |
| 37 | MELI | Mercadolibre Inc | -0.5% | +7.72% | 加碼 |
| 38 | FSLR | First Solar Inc | -1.3% | -7.19% | 減碼 |
| 39 | PSX | Phillips 66 | -1.4% | EXIT | 清倉 |
| 40 | CSX | Csx CORP | -1.5% | EXIT | 清倉 |
| 41 | ULTA | Ulta Beauty Inc | -1.5% | EXIT | 清倉 |
| 42 | ACM | Aecom | -1.6% | EXIT | 清倉 |
| 43 | STZ | Constellation Brands Inc-a | -1.7% | EXIT | 清倉 |
| 44 | IWM | Ishares Russell 2000 ETF | -1.7% | -30.17% | 減碼 |
| 45 | AMD | Advanced Micro Devices | -1.9% | -82.23% | 減碼 |
| 46 | MSFT | Microsoft CORP | -2.1% | -82.44% | 減碼 |
| 47 | ICLR | ICON Public Limited Company | -2.3% | EXIT | 清倉 |
| 48 | LRCXEUR | Lam Research CORP | -2.3% | EXIT | 清倉 |
| 49 | FTI | TechnipFMC plc | -2.3% | -94.45% | 減碼 |
| 50 | PFE | Pfizer Inc | -2.4% | -94.62% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sierra Summit Advisors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$9.0億，共申報了 148 個公開持股部位。
在 Q4 2024 季度，Sierra Summit Advisors LLC 按市值排列的前三大核心持股分別為：NVDA (5.9%)、AAPL (5.5%)、GOOGL (3.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.9% 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
XYZ
市值: US$1345.5萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$995.3萬
在 Q4 2024 季度中，Sierra Summit Advisors LLC 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 18 個部位、減碼 7 個部位以及清倉 11 個部位。 其中最大新建倉標的為 XYZ。 本季清倉部位包含 LRCXEUR。
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。