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: 0001041283
申報總市值
US$5.3億
US$5.3億
311 檔
14.8%
Q3 2024 季度申報顯示，Spirit Of America Management Corp/ny 揭露的美股組合總市值為 US$5.3億，涵蓋 311 個不同之權益投資部位。
在 Q3 2024，Spirit Of America Management Corp/ny 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 20 檔、減碼 15 檔與清倉 1 檔），整體投資組合架構維持相對穩定。
整體而言，Spirit Of America Management Corp/ny 的前 5 大持股（包含 NVDA, WMB, XOM）貢獻了組合市值的 14.8%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 311 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 | NVDA | Nvidia CORP | 股票-科技 | 5.38% | +0.38% | -11.95% | |
| 2 | WMB | Williams Cos Inc | 股票-能源 | 2.99% | -0.16% | -7.35% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 2.54% | -0.49% | -9.83% | |
| 4 | OKE | Oneok Inc | 股票-能源 | 2.37% | -0.08% | -8.99% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.37% | -0.45% | -3.59% | |
| 6 | VLO | Valero Energy CORP | 股票-能源 | 2.29% | -0.21% | -2.97% | |
| 7 | PSX | Phillips 66 | 股票-能源 | 2.17% | -0.29% | -13.16% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.11% | +0.15% | -2.16% | |
| 9 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.05% | -0.18% | -11.19% | |
| 10 | ET | Energy Transfer LP | 股票-能源 | 2.03% | -0.14% | -2.60% | |
| 11 | LNG | Cheniere Energy Inc | 股票-能源 | 1.85% | -0.32% | — | |
| 12 | TRGP | Targa Resources CORP | 股票-能源 | 1.81% | -0.05% | +7.34% | |
| 13 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.69% | -0.21% | -2.78% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.05% | — | |
| 15 | ENB | Enbridge Inc | 股票-能源 | 1.66% | -0.11% | -1.44% | |
| 16 | MPLX | Mplx LP | 股票-能源 | 1.48% | -0.20% | -0.60% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.47% | +0.39% | — | |
| 18 | EPD | Enterprise Products Partners | 股票-能源 | 1.42% | -0.17% | — | |
| 19 | WES | Western Midstream Partners L | 股票-能源 | 1.37% | -0.04% | — | |
| 20 | HESM | Hess Midstream LP - Class A | 股票-其他 | 1.29% | -0.14% | — | |
| 21 | EQIX | Equinix Inc | 股票-房地產 | 1.29% | +0.01% | -0.68% | |
| 22 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 1.25% | -0.08% | — | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.21% | -0.13% | +0.74% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.11% | +0.16% | +4.20% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.97% | -0.01% | -11.33% | |
| 26 | BSM | Black Stone Minerals LP | 股票-其他 | 0.96% | -0.02% | -16.43% | |
| 27 | PLD | Prologis Inc | 股票-房地產 | 0.95% | -0.01% | -3.07% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | +0.08% | +2.83% | |
| 29 | WELL | Welltower Inc | 股票-房地產 | 0.91% | +0.17% | +1.85% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.91% | -0.04% | — | |
| 31 | IRM | Iron Mountain Inc | 股票-房地產 | 0.91% | +0.14% | +7.69% | |
| 32 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.90% | -0.04% | — | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.90% | +0.69% | — | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.76% | -0.10% | +3.98% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.71% | -0.10% | +9.71% | |
| 36 | EOG | Eog Resources Inc | 股票-能源 | 0.71% | -0.08% | -1.69% | |
| 37 | TRP | Tc Energy CORP | 股票-能源 | 0.70% | — | +5.58% | |
| 38 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.68% | -0.05% | +1.33% | |
| 39 | FANG | Diamondback Energy Inc | 股票-能源 | 0.68% | -0.09% | +4.21% | |
| 40 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.67% | — | — | |
| 41 | PSA | Public Storage | 股票-房地產 | 0.65% | +0.06% | — | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | +0.13% | — | |
| 43 | SPG | Simon Property Group Inc | 股票-房地產 | 0.59% | +0.09% | — | |
| 44 | COP | Conocophillips | 股票-能源 | 0.58% | -0.20% | -1.43% | |
| 45 | AMAT | Applied Materials Inc | 股票-科技 | 0.57% | +0.82% | — | |
| 46 | VICI | Vici Properties Inc | 股票-房地產 | 0.57% | -0.02% | -5.53% | |
| 47 | TRNO | Terreno Realty CORP | 股票-房地產 | 0.57% | -0.07% | — | |
| 48 | EXR | Extra Space Storage Inc | 股票-房地產 | 0.55% | +0.06% | — | |
| 49 | MRO* | Marathon Oil CORP | 股票-其他 | 0.52% | — | +1.04% | |
| 50 | BP | Bp Plc-spons Adr | 股票-能源 | 0.51% | -0.14% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TRGP | Targa Resources CORP | +0.3% | +7.34% | 加碼 |
| 2 | IRM | Iron Mountain Inc | +0.3% | +7.69% | 加碼 |
| 3 | WELL | Welltower Inc | +0.2% | +1.85% | 加碼 |
| 4 | ENB | Enbridge Inc | +0.2% | -1.44% | 減碼 |
| 5 | EQIX | Equinix Inc | +0.2% | -0.68% | 減碼 |
| 6 | TRP | Tc Energy CORP | +0.2% | +5.58% | 加碼 |
| 7 | NEE | Nextera Energy Inc | +0.2% | +9.71% | 加碼 |
| 8 | CEG | Constellation Energy | +0.2% | +29.91% | 加碼 |
| 9 | VST | Vistra CORP | +0.2% | +35.96% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.1% | — | 不變 |
| 11 | WMT | Walmart Inc | +0.1% | +3.98% | 加碼 |
| 12 | AAPL | Apple Inc | +0.1% | -2.16% | 減碼 |
| 13 | PSA | Public Storage | +0.1% | — | 不變 |
| 14 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 15 | VNOMUSD | Viper Energy Inc-cl A | +0.1% | +44.42% | 加碼 |
| 16 | KMI | Kinder Morgan, Inc. | +0.1% | -2.78% | 減碼 |
| 17 | OHI | Omega Healthcare Investors | +0.1% | +72.41% | 加碼 |
| 18 | EXR | Extra Space Storage Inc | +0.1% | — | 不變 |
| 19 | HD | Home Depot Inc | +0.1% | — | 不變 |
| 20 | BX | Blackstone Inc | +0.1% | +1.73% | 加碼 |
| 21 | ETR | Entergy CORP | +0.1% | +16.77% | 加碼 |
| 22 | TPL | Texas Pacific Land CORP | +0.1% | +11.48% | 加碼 |
| 23 | VRT | Vertiv Holdings Co-a | +0.1% | +81.69% | 加碼 |
| 24 | PLD | Prologis Inc | +0.1% | -3.07% | 減碼 |
| 25 | AVGO | Broadcom Inc | +0.1% | +2175.86% | 加碼 |
| 26 | TRNO | Terreno Realty CORP | +0.1% | — | 不變 |
| 27 | O | Realty Income CORP | +0.1% | — | 不變 |
| 28 | AVB | Avalonbay Communities Inc | +0.1% | +1.33% | 加碼 |
| 29 | ESS | Essex Property Trust Inc | +0.1% | +10.11% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +2.83% | 加碼 |
| 31 | PPL | Ppl CORP | +0.1% | +4.77% | 加碼 |
| 32 | SPG | Simon Property Group Inc | +0.1% | — | 不變 |
| 33 | MCK | Mckesson CORP | -0.1% | — | 不變 |
| 34 | DVN | Devon Energy CORP | -0.1% | -2.22% | 減碼 |
| 35 | FANG | Diamondback Energy Inc | -0.1% | +4.21% | 加碼 |
| 36 | BP | Bp Plc-spons Adr | -0.1% | — | 不變 |
| 37 | MSFT | Microsoft CORP | -0.1% | — | 不變 |
| 38 | OXY | Occidental Petroleum CORP | -0.1% | -1.20% | 減碼 |
| 39 | AMAT | Applied Materials Inc | -0.1% | — | 不變 |
| 40 | BA | Boeing Co/the | -0.1% | EXIT | 清倉 |
| 41 | ET | Energy Transfer LP | -0.1% | -2.60% | 減碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | — | 不變 |
| 43 | PBF | Pbf Energy Inc-class A | -0.2% | — | 不變 |
| 44 | BSM | Black Stone Minerals LP | -0.3% | -16.43% | 減碼 |
| 45 | CVX | Chevron CORP | -0.3% | -3.59% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.3% | -9.83% | 減碼 |
| 47 | MPC | Marathon Petroleum CORP | -0.5% | -11.19% | 減碼 |
| 48 | VLO | Valero Energy CORP | -0.5% | -2.97% | 減碼 |
| 49 | PSX | Phillips 66 | -0.6% | -13.16% | 減碼 |
| 50 | NVDA | Nvidia CORP | -1% | -11.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Spirit Of America Management Corp/ny 在 Q3 2024 季度的美股持倉總市值約為 US$5.3億，共申報了 311 個公開持股部位。
在 Q3 2024 季度，Spirit Of America Management Corp/ny 按市值排列的前三大核心持股分別為：NVDA (5.4%)、WMB (3.0%)、XOM (2.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.4% 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。
本季最大獲利了結 / 清倉標的
BA
前期市值: US$57.4萬
在 Q3 2024 季度中，Spirit Of America Management Corp/ny 共進行了 36 項持倉異動，包含新建倉 0 個部位、加碼 20 個部位、減碼 15 個部位以及清倉 1 個部位。 本季清倉部位包含 BA。
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。