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: 0000769317
申報總市值
US$52.8億
US$52.8億
540 檔
10.9%
Q3 2024 季度申報顯示，Sit Investment Associates Inc 揭露的美股組合總市值為 US$52.8億，涵蓋 540 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，Sit Investment Associates Inc 採取了強勁的買進策略，建倉與加碼動作（合計 111 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 MSFT, AAPL, NVDA）占據了總市值的 10.9%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 540 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 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.15% | +2.59% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.89% | +0.04% | +0.61% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.72% | +0.18% | +9.67% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.20% | +0.19% | +844.99% | |
| 5 | KTF | Dws Municipal Income Trust | 股票-其他 | 1.90% | -0.13% | +42.35% | |
| 6 | PIM | Putnam Master Intrm Inc Tr | 股票-其他 | 1.72% | -0.12% | +6.55% | |
| 7 | PPT | Putnam Premier Income Trust | 股票-其他 | 1.68% | -0.14% | +6.08% | |
| 8 | MIN | Mfs Intermediate Inc Trust | 股票-其他 | 1.38% | +0.01% | +4.00% | |
| 9 | NBB | Nuveen Taxable Municipal Inc | 股票-其他 | 1.31% | -0.07% | -0.13% | |
| 10 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 1.30% | -0.04% | -6.87% | |
| 11 | BTZ | Blackrock Credit Allocation | 股票-其他 | 1.25% | -0.07% | -3.89% | |
| 12 | XEVVX | Eaton Vance LTD Durat Inc | 股票-其他 | 1.19% | -0.09% | +2.02% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | +0.27% | +9.08% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.07% | +0.03% | +19.19% | |
| 15 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 股票-其他 | 1.03% | -0.02% | -19.79% | |
| 16 | XXINSIXX | Insight Select Income Fund | 股票-其他 | 0.99% | — | +2.03% | |
| 17 | DBL | Doubleline Opport Credit | 股票-其他 | 0.97% | -0.07% | +5.80% | |
| 18 | FINS | Angel Oak Financ Strat Inc | 股票-其他 | 0.97% | -0.15% | +25.74% | |
| 19 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 0.94% | — | -15.66% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.92% | +0.11% | -11.74% | |
| 21 | NAD | Nuveen Quality Municipal Inc | 股票-其他 | 0.86% | — | -10.36% | |
| 22 | PDX | Pimco Dynamic Income Strat | 股票-其他 | 0.84% | — | +34.58% | |
| 23 | TSI | Tcw Strategic Income Fund | 股票-其他 | 0.79% | +0.04% | -1.06% | |
| 24 | BTX | Blackrock Tech & Priv Eqty | 股票-其他 | 0.77% | — | -13.04% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.79% | -7.56% | |
| 26 | JMM | Nuveen Multi-market Income | 股票-其他 | 0.76% | -0.04% | +0.77% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | -0.09% | +20.39% | |
| 28 | CB | Chubb Limited | 股票-金融 | 0.75% | -0.02% | -2.98% | |
| 29 | XHIEX | Miller/howard High Income Eq | 股票-其他 | 0.73% | — | +3.30% | |
| 30 | FSCO | Fs Credit Opportunities CORP | 股票-其他 | 0.72% | +0.01% | +47.15% | |
| 31 | JHS | John Hancock Income Sec Tr | 股票-其他 | 0.70% | -0.01% | +5.39% | |
| 32 | XEVMX | Eaton Vance Cal Muni Bond | 股票-其他 | 0.66% | — | — | |
| 33 | JLS | Nuveen Mortgage & Income | 股票-其他 | 0.65% | -0.06% | — | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.65% | -0.14% | -5.08% | |
| 35 | VPV | Invesco Pa Val Muni Inc | 股票-其他 | 0.64% | — | EXIT | |
| 36 | XMIOX | Pioneer Muni High Inc Opp | 股票-其他 | 0.64% | — | +1.42% | |
| 37 | FMY | First Trust Mortgage Income | 股票-其他 | 0.63% | -0.04% | +0.05% | |
| 38 | ECAT | Blackrock Esg Cap All Trm Tr | 股票-其他 | 0.61% | — | -16.57% | |
| 39 | BKT | Blackrock Income Trust | 股票-其他 | 0.61% | +0.04% | -3.52% | |
| 40 | XNQPX | Nuveen Pa Qlty Muni Inc | 股票-其他 | 0.59% | -0.73% | EXIT | |
| 41 | NPFD | Nuveen Var Rt Pref & Inc | 股票-其他 | 0.59% | -0.03% | +7.19% | |
| 42 | MGF | Mfs Govt Markets Inc Trust | 股票-其他 | 0.59% | +0.04% | +9.00% | |
| 43 | XNXJX | Nuveen Nj Qlty Muni Inc | 股票-其他 | 0.59% | -0.07% | EXIT | |
| 44 | VGM | Invesco Trust For Investmen | 股票-其他 | 0.59% | -0.01% | -19.08% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -17.57% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.58% | -0.01% | -6.09% | |
| 47 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.58% | — | +2.50% | |
| 48 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | 股票-其他 | 0.57% | +0.08% | NEW | |
| 49 | COP | Conocophillips | 股票-能源 | 0.56% | +0.05% | +14.82% | |
| 50 | ADBE | Adobe Inc | 股票-科技 | 0.53% | — | +19.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KTF | Dws Municipal Income Trust | +0.6% | +42.35% | 加碼 |
| 2 | XXHYBXX | New America High Income Fund | +0.3% | +160.38% | 加碼 |
| 3 | TEL | TE Connectivity plc | +0.3% | NEW | 新建倉 |
| 4 | LLY | Eli Lilly & Co | +0.3% | +110.98% | 加碼 |
| 5 | XGDVX | Gabelli Dividend & Income Tr | +0.2% | NEW | 新建倉 |
| 6 | PDX | Pimco Dynamic Income Strat | +0.2% | +34.58% | 加碼 |
| 7 | FINS | Angel Oak Financ Strat Inc | +0.2% | +25.74% | 加碼 |
| 8 | FSCO | Fs Credit Opportunities CORP | +0.2% | +47.15% | 加碼 |
| 9 | GGT | Gabelli Multimedia Trust Inc | +0.2% | +9811.84% | 加碼 |
| 10 | AAPL | Apple Inc | +0.2% | +0.61% | 加碼 |
| 11 | GAM | General American Investors | +0.2% | NEW | 新建倉 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +20.39% | 加碼 |
| 13 | XBOEX | Blackrock Enh Glbl Dvd Tr | +0.2% | +317.81% | 加碼 |
| 14 | NXG | Nxg Nextgen Infrastr Inc | +0.2% | +658.59% | 加碼 |
| 15 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | NEW | 新建倉 |
| 16 | PEG | Public Service Enterprise Gp | +0.1% | +2362.74% | 加碼 |
| 17 | QCOM | Qualcomm Inc | +0.1% | +2953.22% | 加碼 |
| 18 | FITB | Fifth Third Bancorp | +0.1% | NEW | 新建倉 |
| 19 | PIM | Putnam Master Intrm Inc Tr | +0.1% | +6.55% | 加碼 |
| 20 | NBXG | Neuberger Next Generation Co | +0.1% | +77.49% | 加碼 |
| 21 | NVDA | Nvidia CORP | +0.1% | +9.67% | 加碼 |
| 22 | ✓ | Bny Mellon Mun Income Inc Com | +0.1% | +51.40% | 加碼 |
| 23 | BCX | Blackrock Resources & Commod | +0.1% | +310.29% | 加碼 |
| 24 | CTRE | Caretrust Reit Inc | +0.1% | +2657.69% | 加碼 |
| 25 | PPT | Putnam Premier Income Trust | +0.1% | +6.08% | 加碼 |
| 26 | AMZN | Amazon.com Inc | +0.1% | +19.19% | 加碼 |
| 27 | MMD | Nyli Mackay Dt Muni Oppo Fnd | +0.1% | +38.70% | 加碼 |
| 28 | XBGYX | Blackrock Enh Intl Dvd Tr | +0.1% | +377.40% | 加碼 |
| 29 | ACP | Abrdn Income Credit Strat | +0.1% | NEW | 新建倉 |
| 30 | XTTPX | Tortoise Pipeline & Energy | +0.1% | +33393.70% | 加碼 |
| 31 | PCF | High Income Securities Fund | +0.1% | +69242.30% | 加碼 |
| 32 | TYG | Tortoise Energy Infrastruct | +0.1% | +392.95% | 加碼 |
| 33 | NOW | Servicenow Inc | +0.1% | +32.70% | 加碼 |
| 34 | SDHY | Pgim Shrt Durat Hi Yld | +0.1% | +155.14% | 加碼 |
| 35 | BAC | Bank Of America CORP | +0.1% | +354.60% | 加碼 |
| 36 | NFLX | Netflix Inc | +0.1% | +57.88% | 加碼 |
| 37 | LIN | Linde plc | +0.1% | +29.17% | 加碼 |
| 38 | VRT | Vertiv Holdings Co-a | +0.1% | +409.95% | 加碼 |
| 39 | TMLP | Tortoise MLP ETF | +0.1% | NEW | 新建倉 |
| 40 | HQL | Abrdn Life Sciences Investor | +0.1% | +116.49% | 加碼 |
| 41 | DCI | Donaldson Co Inc | +0.1% | +98.25% | 加碼 |
| 42 | ERC | Allspring Multi-sector Inc | +0.1% | +196.30% | 加碼 |
| 43 | XEVVX | Eaton Vance LTD Durat Inc | +0.1% | +2.02% | 加碼 |
| 44 | XXINSIXX | Insight Select Income Fund | +0.1% | +2.03% | 加碼 |
| 45 | MGF | Mfs Govt Markets Inc Trust | +0.1% | +9.00% | 加碼 |
| 46 | ORCL | Oracle CORP | +0.1% | +1.73% | 加碼 |
| 47 | CSCO | Cisco Systems Inc | +0.1% | +86.60% | 加碼 |
| 48 | XDCFX | Bnym Alcentra Glbl Crdt 2024 | +0.1% | +22.22% | 加碼 |
| 49 | ACHC | Acadia Healthcare Co Inc | +0.1% | NEW | 新建倉 |
| 50 | ISRG | Intuitive Surgical Inc | +0.1% | +36.41% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Sit Investment Associates Inc 在 Q3 2024 季度的美股持倉總市值約為 US$52.8億，共申報了 540 個公開持股部位。
在 Q3 2024 季度，Sit Investment Associates Inc 按市值排列的前三大核心持股分別為：MSFT (3.1%)、AAPL (2.9%)、NVDA (2.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.1% 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
TEL
市值: US$1417.8萬
本季最大獲利了結 / 清倉標的
CLM
前期市值: US$2690.0萬
在 Q3 2024 季度中，Sit Investment Associates Inc 共進行了 198 項持倉異動，包含新建倉 24 個部位、加碼 87 個部位、減碼 73 個部位以及清倉 14 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 CLM。
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。