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
530 檔
10.9%
在 Q4 2024 的 13F 官方備案中，Sit Investment Associates Inc 管理的美股投資組合規模來到 US$52.8億，整體持股檔數為 530 檔。
從 Q4 2024 申報觀察，Sit Investment Associates Inc 採取防禦導向的調倉策略，本季減碼 93 檔個股並出清 17 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Sit Investment Associates Inc 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合計佔整體申報市值的 10.9%，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 530 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 | 2.90% | -0.15% | -6.54% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.86% | +0.04% | -9.43% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.73% | +0.18% | -10.76% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.68% | +0.19% | -10.59% | |
| 5 | KTF | Dws Municipal Income Trust | 股票-其他 | 1.93% | -0.13% | +5.15% | |
| 6 | PPT | Putnam Premier Income Trust | 股票-其他 | 1.77% | -0.14% | +8.37% | |
| 7 | PIM | Putnam Master Intrm Inc Tr | 股票-其他 | 1.70% | -0.12% | +0.98% | |
| 8 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 1.60% | -0.04% | +34.08% | |
| 9 | FINS | Angel Oak Financ Strat Inc | 股票-其他 | 1.49% | -0.15% | +57.24% | |
| 10 | MIN | Mfs Intermediate Inc Trust | 股票-其他 | 1.46% | +0.01% | +6.71% | |
| 11 | NBB | Nuveen Taxable Municipal Inc | 股票-其他 | 1.26% | -0.07% | +4.71% | |
| 12 | BTZ | Blackrock Credit Allocation | 股票-其他 | 1.23% | -0.07% | +4.33% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.21% | +0.03% | -5.77% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.19% | +0.27% | -7.78% | |
| 15 | AVK | Advent Convert & Income | 股票-其他 | 1.16% | -0.13% | +3605.31% | |
| 16 | XEVVX | Eaton Vance LTD Durat Inc | 股票-其他 | 1.14% | -0.09% | +1.22% | |
| 17 | DBL | Doubleline Opport Credit | 股票-其他 | 1.03% | -0.07% | +6.95% | |
| 18 | XXINSIXX | Insight Select Income Fund | 股票-其他 | 0.98% | — | -0.88% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.09% | +9.51% | |
| 20 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 0.85% | — | -9.21% | |
| 21 | NPFD | Nuveen Var Rt Pref & Inc | 股票-其他 | 0.80% | -0.03% | +36.94% | |
| 22 | FSCO | Fs Credit Opportunities CORP | 股票-其他 | 0.78% | +0.01% | -0.61% | |
| 23 | JMM | Nuveen Multi-market Income | 股票-其他 | 0.77% | -0.04% | +3.58% | |
| 24 | TSI | Tcw Strategic Income Fund | 股票-其他 | 0.75% | +0.04% | +0.77% | |
| 25 | EHI | Western Asset Global High In | 股票-其他 | 0.74% | -0.08% | +3634.18% | |
| 26 | BTX | Blackrock Tech & Priv Eqty | 股票-其他 | 0.74% | — | -4.03% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.72% | +0.11% | -10.73% | |
| 28 | JHS | John Hancock Income Sec Tr | 股票-其他 | 0.72% | -0.01% | +5.40% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.71% | -0.02% | -3.16% | |
| 30 | NAD | Nuveen Quality Municipal Inc | 股票-其他 | 0.70% | — | -14.36% | |
| 31 | XEVMX | Eaton Vance Cal Muni Bond | 股票-其他 | 0.69% | — | +7.64% | |
| 32 | XMIOX | Pioneer Muni High Inc Opp | 股票-其他 | 0.68% | — | +8.85% | |
| 33 | ANET | Arista Networks Inc | 股票-科技 | 0.66% | +0.18% | — | |
| 34 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 股票-其他 | 0.64% | -0.02% | -35.08% | |
| 35 | JLS | Nuveen Mortgage & Income | 股票-其他 | 0.63% | -0.06% | -1.75% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.63% | -0.14% | -3.87% | |
| 37 | FMY | First Trust Mortgage Income | 股票-其他 | 0.61% | -0.04% | +0.04% | |
| 38 | MGF | Mfs Govt Markets Inc Trust | 股票-其他 | 0.58% | +0.04% | +3.64% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -14.59% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.57% | -0.13% | +21.82% | |
| 41 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | 股票-其他 | 0.56% | +0.08% | NEW | |
| 42 | ECAT | Blackrock Esg Cap All Trm Tr | 股票-其他 | 0.56% | — | -3.82% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.02% | -8.94% | |
| 44 | XENWX | Eaton Vance New York Municip | 股票-其他 | 0.53% | — | +12.29% | |
| 45 | VGM | Invesco Trust For Investmen | 股票-其他 | 0.52% | -0.01% | -8.23% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.52% | +0.05% | -2.86% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.52% | +0.03% | -6.02% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | +0.11% | +11.52% | |
| 49 | XXHYBXX | New America High Income Fund | 股票-其他 | 0.51% | — | +2.89% | |
| 50 | BKT | Blackrock Income Trust | 股票-其他 | 0.51% | +0.04% | -10.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVK | Advent Convert & Income | +1.1% | +3605.31% | 加碼 |
| 2 | EHI | Western Asset Global High In | +0.7% | +3634.18% | 加碼 |
| 3 | ANET | Arista Networks Inc | +0.7% | NEW | 新建倉 |
| 4 | FINS | Angel Oak Financ Strat Inc | +0.5% | +57.24% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.5% | -10.59% | 減碼 |
| 6 | BBN | Blackrock Taxable Muni Bnd | +0.3% | +34.08% | 加碼 |
| 7 | SRV | Nxg Cushing Midstream Energy | +0.3% | +3678.40% | 加碼 |
| 8 | FTHY | First Trust Hi Yld Opp 2027 | +0.2% | +976.86% | 加碼 |
| 9 | CSX | Csx CORP | +0.2% | NEW | 新建倉 |
| 10 | XGDVX | Gabelli Dividend & Income Tr | +0.2% | +91.55% | 加碼 |
| 11 | RTX | Rtx CORP | +0.2% | +14330.43% | 加碼 |
| 12 | NPFD | Nuveen Var Rt Pref & Inc | +0.2% | +36.94% | 加碼 |
| 13 | CRM | Salesforce Inc | +0.2% | +21.82% | 加碼 |
| 14 | GUT | Gabelli Utility Trust | +0.2% | NEW | 新建倉 |
| 15 | DTF | Dtf Tax-free Income 2028 Ter | +0.2% | NEW | 新建倉 |
| 16 | USB | US Bancorp | +0.2% | +1031.59% | 加碼 |
| 17 | XYL | Xylem Inc | +0.2% | +694.98% | 加碼 |
| 18 | ERC | Allspring Multi-sector Inc | +0.1% | +142.25% | 加碼 |
| 19 | ACP | Abrdn Income Credit Strat | +0.1% | +149.11% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.1% | -5.77% | 減碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +166.67% | 加碼 |
| 22 | MUJ | Blackrock Munihold Nj Qlty | +0.1% | +1325.11% | 加碼 |
| 23 | CAH | Cardinal Health Inc | +0.1% | +81.16% | 加碼 |
| 24 | TEAM | Atlassian Corp-cl A | +0.1% | +4.48% | 加碼 |
| 25 | MET | Metlife Inc | +0.1% | NEW | 新建倉 |
| 26 | XMVFX | Blackrock Munivest Fund | +0.1% | +318.52% | 加碼 |
| 27 | SPOT | Spotify Technology S.A. | +0.1% | +74.87% | 加碼 |
| 28 | EIM | Eaton Vance Municipal Bond | +0.1% | +57.47% | 加碼 |
| 29 | CII | Blackrock Enhan Lrg Cap Core | +0.1% | +833.30% | 加碼 |
| 30 | FLC | Flaherty & Crumrine Ttl Rtrn | +0.1% | +123.84% | 加碼 |
| 31 | ZTR | Virtus Total Return Fund Inc | +0.1% | NEW | 新建倉 |
| 32 | BAC | Bank Of America CORP | +0.1% | +75.63% | 加碼 |
| 33 | ✓ | Bny Mellon Mun Income Inc Com | +0.1% | +33.00% | 加碼 |
| 34 | XFFCX | Flaherty & Crumrine Pref Inc | +0.1% | NEW | 新建倉 |
| 35 | SDHY | Pgim Shrt Durat Hi Yld | +0.1% | +70.73% | 加碼 |
| 36 | META | Meta Platforms Inc-class A | +0.1% | +9.51% | 加碼 |
| 37 | XBOEX | Blackrock Enh Glbl Dvd Tr | +0.1% | +44.05% | 加碼 |
| 38 | FITB | Fifth Third Bancorp | +0.1% | +65.04% | 加碼 |
| 39 | NBXG | Neuberger Next Generation Co | +0.1% | +29.50% | 加碼 |
| 40 | PPT | Putnam Premier Income Trust | +0.1% | +8.37% | 加碼 |
| 41 | DCI | Donaldson Co Inc | +0.1% | +68.55% | 加碼 |
| 42 | XCMUX | Mfs High Yield Municipal Tr | +0.1% | +106.82% | 加碼 |
| 43 | IOT | Samsara Inc-cl A | +0.1% | NEW | 新建倉 |
| 44 | C | Citigroup Inc | +0.1% | +53.46% | 加碼 |
| 45 | XBGYX | Blackrock Enh Intl Dvd Tr | +0.1% | +63.83% | 加碼 |
| 46 | XEADX | Allspring Income Opport | +0.1% | +62.47% | 加碼 |
| 47 | MIN | Mfs Intermediate Inc Trust | +0.1% | +6.71% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | +0.1% | -7.78% | 減碼 |
| 49 | DELL | Dell Technologies -c | +0.1% | +106.45% | 加碼 |
| 50 | ✓ | First Tr Specialty Fin & Fin | +0.1% | +255.09% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Sit Investment Associates Inc 在 Q4 2024 季度的美股持倉總市值約為 US$52.8億，共申報了 530 個公開持股部位。
在 Q4 2024 季度，Sit Investment Associates Inc 按市值排列的前三大核心持股分別為：MSFT (2.9%)、AAPL (2.9%)、NVDA (2.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.9% 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
ANET
市值: US$2918.4萬
本季最大獲利了結 / 清倉標的
XHIEX
前期市值: US$3282.2萬
在 Q4 2024 季度中，Sit Investment Associates Inc 共進行了 195 項持倉異動，包含新建倉 12 個部位、加碼 73 個部位、減碼 93 個部位以及清倉 17 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 XHIEX。
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。