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: 0001488542
申報總市值
US$1705.7億
US$1705.7億
8741 檔
38.8%
Simplex Trading, LLC 在 Q3 2024 季度的美股部位總計估值為 US$1705.7億，分散於 8741 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2024 數據顯示 Simplex Trading, LLC 積極進場，新開立 8 個部位並同步加碼 111 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Simplex Trading, LLC 的前 5 大核心持股（包含 Spdr S&P 500 Etf Tr Put Option, SPY, Invesco QQQ Tr Put Option 06/2 等）合計佔整體申報市值的 38.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 8741 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 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股與成長 | 19.24% | -3.76% | +8.64% | |
| 2 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 8.65% | +0.51% | +32.45% | |
| 3 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 4.18% | +1.58% | -22.18% | |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 3.92% | +1.12% | +16.04% | |
| 5 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 2.87% | -0.17% | -21.22% | |
| 6 | NVDA | NVIDIA Corporation | 股票-科技 | 2.86% | -0.33% | -7.15% | |
| 7 | ✓ | Invesco Qqq Trust | 股票-其他 | 2.75% | +0.69% | -2.25% | |
| 8 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.52% | -0.64% | +15.64% | |
| 9 | AAPL | Apple Inc. | 股票-科技 | 1.69% | -0.10% | -24.16% | |
| 10 | TSLA | Tesla, Inc. | 股票-循環性消費 | 1.66% | -0.56% | -3.28% | |
| 11 | TSLA | Tesla, Inc. | 股票-循環性消費 | 1.31% | -0.64% | -51.06% | |
| 12 | MCHX | Marchex, Inc. | 股票-其他 | 1.15% | -0.02% | -8.09% | |
| 13 | META | Meta Platforms, Inc. | 股票-通訊服務 | 1.07% | -0.38% | +10.57% | |
| 14 | ✓ | Utilities Select Sector SPDR | 股票-其他 | 0.87% | -0.13% | +15.72% | |
| 15 | GLD | SPDR Gold Shares | ETF-避險與商品 | 0.82% | -0.73% | +0.78% | |
| 16 | MSFT | Microsoft Corporation | 股票-科技 | 0.72% | -0.02% | +0.92% | |
| 17 | ✓ | Meta Platforms Inc | 股票-其他 | 0.72% | -0.27% | +9.13% | |
| 18 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.72% | — | +15.58% | |
| 19 | ✓ | Amazon Com Inc | 股票-其他 | 0.60% | -0.25% | -16.83% | |
| 20 | GLD | SPDR Gold Shares | ETF-避險與商品 | 0.60% | -0.68% | -5.91% | |
| 21 | AMZN | Amazon.com, Inc. | 股票-循環性消費 | 0.57% | -0.12% | -13.36% | |
| 22 | ✓ | Xle 250620c00100000 | 股票-其他 | 0.57% | — | -16.57% | |
| 23 | BABA | Alibaba Group Holding Limited | 股票-循環性消費 | 0.57% | -0.08% | -3.26% | |
| 24 | MSFT | Microsoft Corporation | 股票-科技 | 0.51% | -0.06% | -26.58% | |
| 25 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.48% | +0.16% | +1.06% | |
| 26 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 0.45% | +0.67% | +12.09% | |
| 27 | BKNG | Booking Holdings Inc. | 股票-循環性消費 | 0.43% | -0.03% | +561.74% | |
| 28 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.40% | +0.40% | +6.05% | |
| 29 | AVGO | Broadcom Inc. | 股票-科技 | 0.37% | +0.06% | +575.58% | |
| 30 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.36% | +0.20% | -6.19% | |
| 31 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 0.35% | +0.61% | -4.59% | |
| 32 | AVGO | Broadcom Inc. | 股票-科技 | 0.35% | — | +652.66% | |
| 33 | NFLX | Netflix, Inc. | 股票-通訊服務 | 0.34% | -0.21% | +36.51% | |
| 34 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | ETF-大型股與成長 | 0.32% | +0.03% | +28.92% | |
| 35 | MSTR | Strategy Inc | 股票-科技 | 0.29% | -0.05% | +782.36% | |
| 36 | BKNG | Booking Holdings Inc. | 股票-循環性消費 | 0.28% | -0.02% | +5.84% | |
| 37 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.28% | +0.04% | +6.81% | |
| 38 | BABA | Alibaba Group Holding Limited | 股票-循環性消費 | 0.27% | -0.10% | +34.77% | |
| 39 | SLV | iShares Silver Trust | ETF-避險與商品 | 0.26% | -0.57% | +11.34% | |
| 40 | ✓ | Costco Whsl CORP New | 股票-其他 | 0.25% | -0.02% | -14.61% | |
| 41 | ✓ | 股票-其他 | 0.25% | — | -11.79% | ||
| 42 | MSTR | Strategy Inc | 股票-科技 | 0.24% | -0.18% | +412.87% | |
| 43 | VPU | Vanguard Utilities Index Fund ETF Shares | ETF-大型股與成長 | 0.23% | -0.04% | +39.60% | |
| 44 | ✓ | Pdd Holdings Inc | 股票-其他 | 0.21% | -0.02% | +54.34% | |
| 45 | ✓ | Asml Holding N V | 股票-其他 | 0.21% | -0.02% | +476.99% | |
| 46 | MU | Micron Technology, Inc. | 股票-科技 | 0.21% | +0.83% | +9.11% | |
| 47 | NFLX | Netflix, Inc. | 股票-通訊服務 | 0.20% | -0.17% | +11.26% | |
| 48 | ✓ | Walmart Inc | 股票-其他 | 0.20% | -0.02% | +102.40% | |
| 49 | ✓ | Pdd Holdings Inc | 股票-其他 | 0.20% | -0.02% | +77.99% | |
| 50 | ✓ | Spdr Ser Tr | 股票-其他 | 0.20% | +0.01% | +4.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | State Street SPDR S&P 500 ETF Trust | +2.2% | +32.45% | 加碼 |
| 2 | ✓ | Spdr S&P 500 Etf Tr Put Option | +1.7% | +8.64% | 加碼 |
| 3 | TLT | iShares 20+ Year Treasury Bond ETF | +0.5% | +16.04% | 加碼 |
| 4 | BKNG | Booking Holdings Inc. | +0.4% | +561.74% | 加碼 |
| 5 | TSLA | Tesla, Inc. | +0.3% | -3.28% | 減碼 |
| 6 | META | Meta Platforms, Inc. | +0.2% | +10.57% | 加碼 |
| 7 | JPM | JPMorgan Chase & Co. | +0.2% | NEW | 新建倉 |
| 8 | ✓ | Asml Holding N V | +0.2% | +476.99% | 加碼 |
| 9 | JPM | JPMorgan Chase & Co. | +0.2% | NEW | 新建倉 |
| 10 | BABA | Alibaba Group Holding Limited | +0.2% | -3.26% | 減碼 |
| 11 | BABA | Alibaba Group Holding Limited | +0.1% | +34.77% | 加碼 |
| 12 | ✓ | Meta Platforms Inc | +0.1% | +9.13% | 加碼 |
| 13 | ✓ | Walmart Inc | +0.1% | +102.40% | 加碼 |
| 14 | KBAB | KraneShares 2x Long BABA Daily ETF | +0.1% | +156.07% | 加碼 |
| 15 | ORCL | Oracle Corporation | +0.1% | +91.54% | 加碼 |
| 16 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | +0.1% | +28.92% | 加碼 |
| 17 | CRWD | CrowdStrike Holdings, Inc. | +0.1% | +202.17% | 加碼 |
| 18 | ✓ | Pdd Holdings Inc | +0.1% | +77.99% | 加碼 |
| 19 | ✓ | Utilities Select Sector SPDR | +0.1% | +15.72% | 加碼 |
| 20 | VPU | Vanguard Utilities Index Fund ETF Shares | +0.1% | +39.60% | 加碼 |
| 21 | ✓ | Pdd Holdings Inc | +0.1% | +54.34% | 加碼 |
| 22 | NFLX | Netflix, Inc. | +0.1% | +36.51% | 加碼 |
| 23 | ✓ | Palantir Technologies Inc | +0.1% | +29.15% | 加碼 |
| 24 | VST | Vistra Corp. | +0.1% | +207.81% | 加碼 |
| 25 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +15.64% | 加碼 |
| 26 | GLD | SPDR Gold Shares | +0.1% | +0.78% | 加碼 |
| 27 | JD | JD.com, Inc. | +0.1% | +40.36% | 加碼 |
| 28 | ORCL | Oracle Corporation | +0.1% | +29.77% | 加碼 |
| 29 | BRK-B | Berkshire Hathaway Inc. | +0.1% | +29.60% | 加碼 |
| 30 | NEE | NextEra Energy, Inc. | +0.1% | +83.37% | 加碼 |
| 31 | SMHC | VanEck China Semiconductor ETF | 0% | +6.05% | 加碼 |
| 32 | CRWD | CrowdStrike Holdings, Inc. | 0% | +91.89% | 加碼 |
| 33 | VOO | Vanguard S&P 500 ETF | 0% | +34.30% | 加碼 |
| 34 | KBAB | KraneShares 2x Long BABA Daily ETF | 0% | +64.03% | 加碼 |
| 35 | ✓ | Palantir Technologies Inc | 0% | +42.54% | 加碼 |
| 36 | ✓ | Siriusxm Holdings Inc | 0% | NEW | 新建倉 |
| 37 | AEP | American Electric Power Company, Inc. | 0% | +34.87% | 加碼 |
| 38 | AMD | Advanced Micro Devices, Inc. | 0% | +12.09% | 加碼 |
| 39 | SLV | iShares Silver Trust | 0% | +11.34% | 加碼 |
| 40 | IBM | International Business Machines Corporation | 0% | +22.58% | 加碼 |
| 41 | ✓ | United States Stl CORP New | 0% | +517.82% | 加碼 |
| 42 | PM | Philip Morris International Inc. | 0% | +95.52% | 加碼 |
| 43 | ✓ | Spdr Ser Tr | 0% | +4.10% | 加碼 |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 0% | +67.65% | 加碼 |
| 45 | JD | JD.com, Inc. | 0% | +41.84% | 加碼 |
| 46 | HD | The Home Depot, Inc. | 0% | +14.25% | 加碼 |
| 47 | BMY | Bristol-Myers Squibb Company | 0% | +43.77% | 加碼 |
| 48 | V | Visa Inc. | 0% | +27.55% | 加碼 |
| 49 | USO | United States Oil Fund, LP | 0% | +290.89% | 加碼 |
| 50 | CEG | Constellation Energy Corporation | 0% | +27.29% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Simplex Trading, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1705.7億，共申報了 8741 個公開持股部位。
在 Q3 2024 季度，Simplex Trading, LLC 按市值排列的前三大核心持股分別為：Spdr S&P 500 Etf Tr Put Option (19.2%)、SPY (8.7%)、Invesco QQQ Tr Put Option 06/2 (4.2%)。其中最大持股部位 Spdr S&P 500 Etf Tr Put Option 佔據整體投資組合約 19.2% 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$2.9億
本季最大獲利了結 / 清倉標的
JPM
前期市值: US$3.4億
在 Q3 2024 季度中，Simplex Trading, LLC 共進行了 200 項持倉異動，包含新建倉 8 個部位、加碼 111 個部位、減碼 76 個部位以及清倉 5 個部位。 其中最大新建倉標的為 JPM。 本季清倉部位包含 JPM。
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。