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
8706 檔
37.8%
截至 Q4 2024 季度末，Simplex Trading, LLC 的美股持倉估值約為 US$1705.7億，全數申報部位共有 8706 檔。
在 Q4 2024，Simplex Trading, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 12 個新部位，並對 102 個既有持股進行加碼（合計增持 114 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 Spdr S&P 500 Etf Tr Put Option, SPY, TLT）占據了總市值的 37.8%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 8706 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 | 19.36% | -3.76% | +3.94% | |
| 2 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 6.21% | +0.51% | -24.53% | |
| 3 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 4.00% | +1.12% | +8.31% | |
| 4 | TSLA | Tesla, Inc. | 股票-循環性消費 | 3.31% | -0.56% | +35.33% | |
| 5 | TSLA | Tesla, Inc. | 股票-循環性消費 | 3.25% | -0.64% | +64.88% | |
| 6 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 3.17% | +1.58% | -24.09% | |
| 7 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 2.89% | -0.17% | -0.51% | |
| 8 | NVDA | NVIDIA Corporation | 股票-科技 | 2.62% | -0.33% | -13.11% | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.98% | -0.64% | -3.89% | |
| 10 | AAPL | Apple Inc. | 股票-科技 | 1.93% | -0.10% | +15.90% | |
| 11 | MCHX | Marchex, Inc. | 股票-其他 | 1.91% | -0.02% | +61.38% | |
| 12 | ✓ | Invesco Qqq Trust | 股票-其他 | 1.84% | +0.69% | -32.88% | |
| 13 | META | Meta Platforms, Inc. | 股票-通訊服務 | 1.05% | -0.38% | +0.73% | |
| 14 | MSFT | Microsoft Corporation | 股票-科技 | 0.81% | -0.02% | +19.94% | |
| 15 | ✓ | Utilities Select Sector SPDR | 股票-其他 | 0.77% | -0.13% | -13.83% | |
| 16 | GLD | SPDR Gold Shares | ETF-避險與商品 | 0.73% | -0.73% | -6.37% | |
| 17 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.72% | — | -10.47% | |
| 18 | MSTR | Strategy Inc | 股票-科技 | 0.71% | -0.18% | +70.56% | |
| 19 | ✓ | Meta Platforms Inc | 股票-其他 | 0.69% | -0.27% | +1.02% | |
| 20 | AMZN | Amazon.com, Inc. | 股票-循環性消費 | 0.68% | -0.12% | +4.64% | |
| 21 | ✓ | Amazon Com Inc | 股票-其他 | 0.65% | -0.25% | -1.47% | |
| 22 | ✓ | Xle 250620c00100000 | 股票-其他 | 0.64% | — | +24.25% | |
| 23 | MSTR | Strategy Inc | 股票-科技 | 0.61% | -0.05% | +27.54% | |
| 24 | MSFT | Microsoft Corporation | 股票-科技 | 0.54% | -0.06% | +37.02% | |
| 25 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.51% | +0.16% | +0.29% | |
| 26 | AVGO | Broadcom Inc. | 股票-科技 | 0.50% | — | +17.87% | |
| 27 | AVGO | Broadcom Inc. | 股票-科技 | 0.47% | +0.06% | +0.21% | |
| 28 | BABA | Alibaba Group Holding Limited | 股票-循環性消費 | 0.45% | -0.08% | +8.01% | |
| 29 | NFLX | Netflix, Inc. | 股票-通訊服務 | 0.44% | -0.21% | +2.57% | |
| 30 | GLD | SPDR Gold Shares | ETF-避險與商品 | 0.43% | -0.68% | -16.40% | |
| 31 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 0.41% | +0.61% | +48.47% | |
| 32 | BKNG | Booking Holdings Inc. | 股票-循環性消費 | 0.37% | -0.03% | -17.29% | |
| 33 | AAPL | Apple Inc | 股票-科技 | 0.35% | +0.03% | +1636.05% | |
| 34 | BKNG | Booking Holdings Inc. | 股票-循環性消費 | 0.34% | -0.02% | +7.36% | |
| 35 | ✓ | Palantir Technologies Inc | 股票-其他 | 0.33% | -0.14% | +5.69% | |
| 36 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.33% | +0.20% | -2.61% | |
| 37 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.32% | +0.40% | -24.65% | |
| 38 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 0.31% | +0.67% | -0.45% | |
| 39 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.31% | +0.04% | +3.23% | |
| 40 | IBIT | iShares Bitcoin Trust ETF | ETF-加密貨幣 | 0.29% | -0.10% | — | |
| 41 | NFLX | Netflix, Inc. | 股票-通訊服務 | 0.28% | -0.17% | +17.03% | |
| 42 | SLV | iShares Silver Trust | ETF-避險與商品 | 0.26% | -0.57% | +15.26% | |
| 43 | ✓ | Palantir Technologies Inc | 股票-其他 | 0.25% | -0.16% | +19.38% | |
| 44 | BA | The Boeing Company | 股票-工業 | 0.25% | -0.02% | +52.31% | |
| 45 | DKS | DICK'S Sporting Goods, Inc. | 股票-循環性消費 | 0.25% | -0.05% | +31.41% | |
| 46 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | ETF-大型股與成長 | 0.25% | — | +40.28% | |
| 47 | ✓ | 股票-其他 | 0.24% | — | -7.85% | ||
| 48 | ✓ | Costco Whsl CORP New | 股票-其他 | 0.24% | -0.02% | -1.50% | |
| 49 | VPU | Vanguard Utilities Index Fund ETF Shares | ETF-大型股與成長 | 0.21% | -0.04% | -4.49% | |
| 50 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.21% | -0.01% | +44.89% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla, Inc. | +1.9% | +64.88% | 加碼 |
| 2 | TSLA | Tesla, Inc. | +1.7% | +35.33% | 加碼 |
| 3 | MCHX | Marchex, Inc. | +0.8% | +61.38% | 加碼 |
| 4 | MSTR | Strategy Inc | +0.5% | +70.56% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | +1636.05% | 加碼 |
| 6 | MSTR | Strategy Inc | +0.3% | +27.54% | 加碼 |
| 7 | IBIT | iShares Bitcoin Trust ETF | +0.3% | NEW | 新建倉 |
| 8 | AAPL | Apple Inc. | +0.2% | +15.90% | 加碼 |
| 9 | ✓ | Palantir Technologies Inc | +0.2% | +5.69% | 加碼 |
| 10 | SMCI | Super Micro Computer, Inc. | +0.2% | NEW | 新建倉 |
| 11 | AVGO | Broadcom Inc. | +0.2% | +17.87% | 加碼 |
| 12 | ✓ | Palantir Technologies Inc | +0.1% | +19.38% | 加碼 |
| 13 | IBIT | iShares Bitcoin Trust ETF | +0.1% | NEW | 新建倉 |
| 14 | ✓ | Spdr S&P 500 Etf Tr Put Option | +0.1% | +3.94% | 加碼 |
| 15 | AMZN | Amazon.com, Inc. | +0.1% | +4.64% | 加碼 |
| 16 | SMCI | Super Micro Computer, Inc. | +0.1% | NEW | 新建倉 |
| 17 | AVGO | Broadcom Inc. | +0.1% | +0.21% | 加碼 |
| 18 | NFLX | Netflix, Inc. | +0.1% | +2.57% | 加碼 |
| 19 | BA | The Boeing Company | +0.1% | +52.31% | 加碼 |
| 20 | MSFT | Microsoft Corporation | +0.1% | +19.94% | 加碼 |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +8.31% | 加碼 |
| 22 | NFLX | Netflix, Inc. | +0.1% | +17.03% | 加碼 |
| 23 | TSM | Taiwan Semiconductor Manufacturing Company Limited | +0.1% | +44.89% | 加碼 |
| 24 | ✓ | Proshares Tr | +0.1% | +11.05% | 加碼 |
| 25 | APP | AppLovin Corporation | +0.1% | +34.82% | 加碼 |
| 26 | ✓ | Xle 250620c00100000 | +0.1% | +24.25% | 加碼 |
| 27 | RDDT | Reddit, Inc. | +0.1% | +498.36% | 加碼 |
| 28 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | +0.1% | +40.28% | 加碼 |
| 29 | BA | The Boeing Company | +0.1% | +30.87% | 加碼 |
| 30 | BKNG | Booking Holdings Inc. | +0.1% | +7.36% | 加碼 |
| 31 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +52.61% | 加碼 |
| 32 | AMD | Advanced Micro Devices, Inc. | +0.1% | +48.47% | 加碼 |
| 33 | COIN | Coinbase Global, Inc. | +0.1% | +22.12% | 加碼 |
| 34 | DKS | DICK'S Sporting Goods, Inc. | +0.1% | +31.41% | 加碼 |
| 35 | HOOD | Robinhood Markets, Inc. | +0.1% | +83.53% | 加碼 |
| 36 | CRM | Salesforce, Inc. | +0.1% | +37.86% | 加碼 |
| 37 | WSM | Williams-Sonoma, Inc. | +0.1% | +32.02% | 加碼 |
| 38 | WFC | Wells Fargo & Company | +0.1% | +66.47% | 加碼 |
| 39 | ✓ | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 40 | UNH | UnitedHealth Group Incorporated | +0.1% | +78.65% | 加碼 |
| 41 | LRCX | Lam Research Corporation | +0.1% | NEW | 新建倉 |
| 42 | MSTR | Strategy Inc | +0.1% | NEW | 新建倉 |
| 43 | UPS | United Parcel Service, Inc. | +0.1% | +24.03% | 加碼 |
| 44 | ✓ | Amazon Com Inc | 0% | -1.47% | 減碼 |
| 45 | CRM | Salesforce, Inc. | 0% | +16.75% | 加碼 |
| 46 | RDDT | Reddit, Inc. | 0% | +211.23% | 加碼 |
| 47 | ✓ | Eli Lilly & Co | 0% | +54.33% | 加碼 |
| 48 | MRVL | Marvell Technology, Inc. | 0% | +43.77% | 加碼 |
| 49 | UPS | United Parcel Service, Inc. | 0% | +34.55% | 加碼 |
| 50 | ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | 0% | +470.91% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Simplex Trading, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$1705.7億，共申報了 8706 個公開持股部位。
在 Q4 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 (19.4%)、SPY (6.2%)、TLT (4.0%)。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 19.4% 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
IBIT
市值: US$5.1億
本季最大獲利了結 / 清倉標的
SMCI
前期市值: US$3.0億
在 Q4 2024 季度中，Simplex Trading, LLC 共進行了 200 項持倉異動，包含新建倉 12 個部位、加碼 102 個部位、減碼 76 個部位以及清倉 10 個部位。 其中最大新建倉標的為 IBIT。 本季清倉部位包含 SMCI。
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。