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: 0001370102
申報總市值
US$100.7億
US$100.7億
1598 檔
14.4%
在 Q1 2024 申報期間，State of Alaska, Department of Revenue（CIK: 0001370102）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$100.7億，共持有 1598 個公開申報部位。
數據顯示 State of Alaska, Department of Revenue 於 Q1 2024 季度持續回收資金，對 32 個既有部位進行裁減並清倉 5 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, NVDA）累計市值佔比達 14.4%，是驅動 State of Alaska, Department of Revenue 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1598 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 | 5.08% | -0.39% | -0.75% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.88% | +0.07% | -0.52% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.12% | +0.11% | +2.02% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.48% | +0.07% | -0.29% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.00% | -0.22% | -6.24% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | -0.09% | -0.27% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.45% | +0.24% | -4.17% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.28% | +0.19% | -0.34% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | +0.21% | -0.74% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.93% | +0.15% | -4.02% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.28% | -3.90% | |
| 12 | PLD | Prologis Inc | 股票-房地產 | 0.80% | -0.05% | +0.68% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 0.75% | -0.06% | -2.19% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | +0.06% | -0.77% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | -0.07% | -6.98% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 0.70% | +0.02% | +0.56% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.64% | -0.03% | -7.73% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.62% | +0.12% | +0.43% | |
| 19 | AMT | American Tower CORP | 股票-房地產 | 0.62% | -0.08% | +0.67% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.61% | +0.01% | -3.34% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | +0.02% | -1.64% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.55% | -0.07% | -4.38% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | -0.03% | -6.92% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | -0.10% | -4.53% | |
| 25 | EQIX | Equinix Inc | 股票-房地產 | 0.52% | -0.01% | +0.65% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.15% | -3.46% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | -0.04% | -1.87% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.02% | -2.28% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.15% | +10.02% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 0.47% | +0.06% | -5.75% | |
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 0.43% | -0.16% | -7.13% | |
| 32 | SNPS | Synopsys Inc | 股票-科技 | 0.42% | — | -12.14% | |
| 33 | WMT | Walmart Inc | 股票-非循環性消費 | 0.38% | -0.13% | +190.34% | |
| 34 | WELL | Welltower Inc | 股票-房地產 | 0.36% | +0.06% | +1.60% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.36% | -0.06% | -6.88% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.36% | +0.72% | +0.50% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.36% | -0.07% | -0.04% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.35% | -0.04% | -4.48% | |
| 39 | SPG | Simon Property Group Inc | 股票-房地產 | 0.34% | +0.03% | +0.65% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | +0.04% | -0.33% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.33% | +0.53% | -23.45% | |
| 42 | GE | General Electric | 股票-工業 | 0.33% | +0.06% | -8.79% | |
| 43 | PSA | Public Storage | 股票-房地產 | 0.32% | +0.02% | -0.57% | |
| 44 | O | Realty Income CORP | 股票-房地產 | 0.31% | -0.03% | +13.34% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.31% | -0.02% | +0.44% | |
| 46 | UBER | Uber Technologies Inc | 股票-工業 | 0.31% | -0.02% | -10.10% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.31% | -0.03% | -8.58% | |
| 48 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.31% | +0.01% | -4.89% | |
| 49 | CCI | Crown Castle Inc | 股票-房地產 | 0.31% | -0.03% | +0.65% | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.30% | -0.02% | -2.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +2.02% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +0.4% | -6.24% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.3% | -0.75% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.3% | -0.29% | 減碼 |
| 5 | LLY | Eli Lilly & Co | +0.2% | -4.02% | 減碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.27% | 減碼 |
| 7 | AVGO | Broadcom Inc | +0.1% | -0.74% | 減碼 |
| 8 | CPAY | Corpay Inc | +0.1% | NEW | 新建倉 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -0.77% | 減碼 |
| 10 | DIS | Walt Disney Co/the | +0.1% | +0.73% | 加碼 |
| 11 | QGEN | Qiagen N.V. | +0.1% | NEW | 新建倉 |
| 12 | LAZ | Lazard Inc | +0.1% | NEW | 新建倉 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -3.90% | 減碼 |
| 14 | GE | General Electric | +0.1% | -8.79% | 減碼 |
| 15 | ABBV | Abbvie Inc | +0.1% | -3.34% | 減碼 |
| 16 | AMD | Advanced Micro Devices | +0.1% | +0.50% | 加碼 |
| 17 | VNT | Vontier CORP | +0.1% | +0.02% | 加碼 |
| 18 | MU | Micron Technology Inc | +0.1% | -6.51% | 減碼 |
| 19 | MA | Mastercard Inc - A | 0% | -2.19% | 減碼 |
| 20 | MRK | Merck & Co. Inc. | 0% | -7.73% | 減碼 |
| 21 | NFLX | Netflix Inc | 0% | -7.13% | 減碼 |
| 22 | SMCIUSD | Super Micro Computer Inc | 0% | +9.28% | 加碼 |
| 23 | CAT | Caterpillar Inc | 0% | -3.23% | 減碼 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -0.34% | 減碼 |
| 25 | CRM | Salesforce Inc | 0% | -0.04% | 減碼 |
| 26 | AMAT | Applied Materials Inc | 0% | -7.19% | 減碼 |
| 27 | ORCL | Oracle CORP | 0% | +0.81% | 加碼 |
| 28 | WFC | Wells Fargo & Co | 0% | -6.92% | 減碼 |
| 29 | QCOM | Qualcomm Inc | 0% | -5.75% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | 0% | -1.87% | 減碼 |
| 31 | CSCO | Cisco Systems Inc | 0% | +10.02% | 加碼 |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | -4.17% | 減碼 |
| 33 | SRCUSD | Spirit Realty Capital Inc | 0% | EXIT | 清倉 |
| 34 | CYTK | Cytokinetics Inc | -0.1% | -82.37% | 減碼 |
| 35 | SPLKCHF | Splunk Inc | -0.1% | EXIT | 清倉 |
| 36 | BA | Boeing Co/the | -0.1% | +1.31% | 加碼 |
| 37 | TEAM | Atlassian Corp-cl A | -0.1% | -23.91% | 減碼 |
| 38 | ELF | Elf Beauty Inc | -0.1% | -82.29% | 減碼 |
| 39 | LAZ | Lazard, Inc. | -0.1% | EXIT | 清倉 |
| 40 | ZTS | Zoetis Inc | -0.1% | -10.33% | 減碼 |
| 41 | QGEN | Qiagen N.V. | -0.1% | EXIT | 清倉 |
| 42 | AMT | American Tower CORP | -0.1% | +0.67% | 加碼 |
| 43 | JNJ | Johnson & Johnson | -0.1% | -6.98% | 減碼 |
| 44 | HUM | Humana Inc | -0.1% | -28.67% | 減碼 |
| 45 | FLT1EUR | Fleetcor Technologies Inc | -0.1% | EXIT | 清倉 |
| 46 | ADBE | Adobe Inc | -0.1% | -4.48% | 減碼 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -64.46% | 減碼 |
| 48 | INTC | Intel CORP | -0.2% | -23.45% | 減碼 |
| 49 | TSLA | Tesla Inc | -0.3% | +0.56% | 加碼 |
| 50 | AAPL | Apple Inc | -0.7% | -0.52% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，State of Alaska, Department of Revenue 在 Q1 2024 季度的美股持倉總市值約為 US$100.7億，共申報了 1598 個公開持股部位。
在 Q1 2024 季度，State of Alaska, Department of Revenue 按市值排列的前三大核心持股分別為：MSFT (5.1%)、AAPL (3.9%)、NVDA (3.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.1% 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
CPAY
市值: US$928.2萬
本季最大獲利了結 / 清倉標的
FLT1EUR
前期市值: US$849.2萬
在 Q1 2024 季度中，State of Alaska, Department of Revenue 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 10 個部位、減碼 32 個部位以及清倉 5 個部位。 其中最大新建倉標的為 CPAY。 本季清倉部位包含 FLT1EUR。
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。