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
310 檔
14.4%
在 Q4 2024 申報期間，Spirit Of America Management Corp/ny（CIK: 0001041283）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$5.3億，共持有 310 個公開申報部位。
數據顯示 Spirit Of America Management Corp/ny 於 Q4 2024 季度持續回收資金，對 28 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Spirit Of America Management Corp/ny 的前 5 大核心持股（包含 NVDA, WMB, AAPL 等）合計佔整體申報市值的 14.4%，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 310 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 | 5.52% | +0.38% | -8.66% | |
| 2 | WMB | Williams Cos Inc | 股票-能源 | 3.12% | -0.16% | -13.53% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.29% | +0.15% | -0.44% | |
| 4 | ET | Energy Transfer LP | 股票-能源 | 2.28% | -0.14% | -9.60% | |
| 5 | TRGP | Targa Resources CORP | 股票-能源 | 2.25% | -0.05% | +1.55% | |
| 6 | OKE | Oneok Inc | 股票-能源 | 2.20% | -0.08% | -17.21% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 2.16% | -0.45% | -8.81% | |
| 8 | LNG | Cheniere Energy Inc | 股票-能源 | 2.13% | -0.32% | -5.14% | |
| 9 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.09% | -0.21% | -2.08% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.01% | -0.49% | -15.36% | |
| 11 | VLO | Valero Energy CORP | 股票-能源 | 1.91% | -0.21% | -9.40% | |
| 12 | ENB | Enbridge Inc | 股票-能源 | 1.74% | -0.11% | -0.98% | |
| 13 | PSX | Phillips 66 | 股票-能源 | 1.73% | -0.29% | -9.48% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.70% | +0.39% | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.05% | — | |
| 16 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.60% | -0.18% | -10.31% | |
| 17 | EQIX | Equinix Inc | 股票-房地產 | 1.45% | +0.01% | +4.53% | |
| 18 | MPLX | Mplx LP | 股票-能源 | 1.43% | -0.20% | -11.68% | |
| 19 | EPD | Enterprise Products Partners | 股票-能源 | 1.42% | -0.17% | -8.58% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.34% | +0.16% | +1.51% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.27% | -0.13% | — | |
| 22 | WES | Western Midstream Partners L | 股票-能源 | 1.26% | -0.04% | -9.87% | |
| 23 | HESM | Hess Midstream LP - Class A | 股票-其他 | 1.15% | -0.14% | -16.09% | |
| 24 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 1.15% | -0.08% | -8.28% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | +0.08% | +0.46% | |
| 26 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.04% | -0.04% | +2.85% | |
| 27 | COP | Conocophillips | 股票-能源 | 1.02% | -0.20% | +83.35% | |
| 28 | WELL | Welltower Inc | 股票-房地產 | 0.92% | +0.17% | +0.56% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.91% | -0.04% | — | |
| 30 | IRM | Iron Mountain Inc | 股票-房地產 | 0.88% | +0.14% | +7.40% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.87% | -0.01% | -2.02% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.86% | -0.10% | — | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.84% | +0.69% | -0.87% | |
| 34 | PLD | Prologis Inc | 股票-房地產 | 0.73% | -0.01% | -9.50% | |
| 35 | BSM | Black Stone Minerals LP | 股票-其他 | 0.72% | -0.02% | -22.96% | |
| 36 | EOG | Eog Resources Inc | 股票-能源 | 0.72% | -0.08% | — | |
| 37 | TRP | Tc Energy CORP | 股票-能源 | 0.72% | — | +3.72% | |
| 38 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.71% | — | — | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.69% | -0.10% | +12.15% | |
| 40 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.68% | -0.05% | — | |
| 41 | FANG | Diamondback Energy Inc | 股票-能源 | 0.66% | -0.09% | — | |
| 42 | SPG | Simon Property Group Inc | 股票-房地產 | 0.61% | +0.09% | — | |
| 43 | BKR | Baker Hughes Co | 股票-能源 | 0.58% | -0.08% | — | |
| 44 | MCK | Mckesson CORP | 股票-醫療保健 | 0.56% | -0.13% | — | |
| 45 | PSA | Public Storage | 股票-房地產 | 0.53% | +0.06% | -2.23% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | +0.13% | — | |
| 47 | VICI | Vici Properties Inc | 股票-房地產 | 0.51% | -0.02% | — | |
| 48 | TRNO | Terreno Realty CORP | 股票-房地產 | 0.50% | -0.07% | -1.18% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.49% | +0.04% | -5.73% | |
| 50 | BP | Bp Plc-spons Adr | 股票-能源 | 0.49% | -0.14% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COP | Conocophillips | +0.4% | +83.35% | 加碼 |
| 2 | TRGP | Targa Resources CORP | +0.4% | +1.55% | 加碼 |
| 3 | KMI | Kinder Morgan, Inc. | +0.4% | -2.08% | 減碼 |
| 4 | LNG | Cheniere Energy Inc | +0.3% | -5.14% | 減碼 |
| 5 | ET | Energy Transfer LP | +0.3% | -9.60% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.51% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | — | 不變 |
| 8 | AAPL | Apple Inc | +0.2% | -0.44% | 減碼 |
| 9 | EQIX | Equinix Inc | +0.2% | +4.53% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +0.46% | 加碼 |
| 11 | DLR | Digital Realty Trust Inc | +0.1% | +2.85% | 加碼 |
| 12 | VST | Vistra CORP | +0.1% | +20.65% | 加碼 |
| 13 | WMB | Williams Cos Inc | +0.1% | -13.53% | 減碼 |
| 14 | BX | Blackstone Inc | +0.1% | +11.49% | 加碼 |
| 15 | WMT | Walmart Inc | +0.1% | — | 不變 |
| 16 | TPL | Texas Pacific Land CORP | +0.1% | +3.32% | 加碼 |
| 17 | TSLA | Tesla Inc | +0.1% | +4.35% | 加碼 |
| 18 | MCK | Mckesson CORP | +0.1% | — | 不變 |
| 19 | BKR | Baker Hughes Co | +0.1% | — | 不變 |
| 20 | TLN | Talen Energy CORP | +0.1% | +133.33% | 加碼 |
| 21 | SOBO | South Bow CORP | +0.1% | NEW | 新建倉 |
| 22 | ETR | Entergy CORP | +0.1% | +123.20% | 加碼 |
| 23 | DIS | Walt Disney Co/the | +0.1% | — | 不變 |
| 24 | MPLX | Mplx LP | -0.1% | -11.68% | 減碼 |
| 25 | LLY | Eli Lilly & Co | -0.1% | — | 不變 |
| 26 | CAT | Caterpillar Inc | -0.1% | -0.87% | 減碼 |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | -17.02% | 減碼 |
| 28 | TRNO | Terreno Realty CORP | -0.1% | -1.18% | 減碼 |
| 29 | VICI | Vici Properties Inc | -0.1% | — | 不變 |
| 30 | STAG | Stag Industrial Inc | -0.1% | -6.53% | 減碼 |
| 31 | TGT | Target CORP | -0.1% | -7.19% | 減碼 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -8.17% | 減碼 |
| 33 | ODIYX | Invesco Discovery-y | -0.1% | EXIT | 清倉 |
| 34 | PAA | Plains All Amer Pipeline LP | -0.1% | -8.28% | 減碼 |
| 35 | ABBV | Abbvie Inc | -0.1% | -2.02% | 減碼 |
| 36 | WES | Western Midstream Partners L | -0.1% | -9.87% | 減碼 |
| 37 | AMAT | Applied Materials Inc | -0.1% | -1.41% | 減碼 |
| 38 | PSA | Public Storage | -0.1% | -2.23% | 減碼 |
| 39 | HESM | Hess Midstream LP - Class A | -0.1% | -16.09% | 減碼 |
| 40 | EXR | Extra Space Storage Inc | -0.2% | -14.40% | 減碼 |
| 41 | SUN | Sunoco LP | -0.2% | -51.01% | 減碼 |
| 42 | OKE | Oneok Inc | -0.2% | -17.21% | 減碼 |
| 43 | CVX | Chevron CORP | -0.2% | -8.81% | 減碼 |
| 44 | PLD | Prologis Inc | -0.2% | -9.50% | 減碼 |
| 45 | BSM | Black Stone Minerals LP | -0.2% | -22.96% | 減碼 |
| 46 | VLO | Valero Energy CORP | -0.4% | -9.40% | 減碼 |
| 47 | PSX | Phillips 66 | -0.4% | -9.48% | 減碼 |
| 48 | MPC | Marathon Petroleum CORP | -0.5% | -10.31% | 減碼 |
| 49 | MRO* | Marathon Oil CORP | -0.5% | EXIT | 清倉 |
| 50 | XOM | Exxon Mobil CORP | -0.5% | -15.36% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Spirit Of America Management Corp/ny 在 Q4 2024 季度的美股持倉總市值約為 US$5.3億，共申報了 310 個公開持股部位。
在 Q4 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 (5.5%)、WMB (3.1%)、AAPL (2.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.5% 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
SOBO
市值: US$34.8萬
本季最大獲利了結 / 清倉標的
MRO*
前期市值: US$259.0萬
在 Q4 2024 季度中，Spirit Of America Management Corp/ny 共進行了 43 項持倉異動，包含新建倉 1 個部位、加碼 12 個部位、減碼 28 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SOBO。 本季清倉部位包含 MRO*。
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。