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
1605 檔
16.7%
State of Alaska, Department of Revenue 在 Q2 2024 季度的美股部位總計估值為 US$100.7億，分散於 1605 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2024 的資金脈絡，State of Alaska, Department of Revenue 在獲利結算 3 檔個股的同時，將資本重新部署至 3 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, NVDA）累計市值佔比達 16.7%，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。
本季最大新建倉標的
KKR
市值: US$761.6萬
本季最大獲利了結 / 清倉標的
PXDEUR
前期市值: US$905.4萬
僅顯示前 200 大持股（共 1605 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 | 5.32% | -0.39% | +0.08% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.80% | +0.07% | +2.19% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.20% | +0.11% | +898.93% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.64% | +0.07% | +1.22% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.93% | -0.22% | -5.99% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.75% | +0.24% | +1.50% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.52% | +0.19% | -0.47% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | -0.09% | -0.14% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | +0.21% | +1.19% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.01% | +0.15% | -5.36% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.28% | +2.81% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 0.77% | +0.02% | +0.37% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.06% | -1.34% | |
| 14 | PLD | Prologis Inc | 股票-房地產 | 0.69% | -0.05% | +0.90% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | -0.06% | -2.24% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.63% | +0.12% | -0.18% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | -0.07% | -3.51% | |
| 18 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | -0.03% | +1.68% | |
| 19 | AMT | American Tower CORP | 股票-房地產 | 0.60% | -0.08% | +0.97% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.60% | +0.01% | +5.37% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | -0.10% | -3.30% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | +0.02% | -0.47% | |
| 23 | QCOM | Qualcomm Inc | 股票-科技 | 0.52% | +0.06% | -5.06% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | -0.04% | +0.41% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.51% | -0.07% | +0.24% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.50% | -0.16% | +5.29% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.15% | +3.72% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | -0.03% | -7.96% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.15% | -3.39% | |
| 30 | EQIX | Equinix Inc | 股票-房地產 | 0.48% | -0.01% | +2.20% | |
| 31 | SNPS | Synopsys Inc | 股票-科技 | 0.43% | — | +0.92% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.43% | -0.13% | +2.47% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.42% | -0.02% | -6.34% | |
| 34 | WELL | Welltower Inc | 股票-房地產 | 0.42% | +0.06% | +4.23% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 0.38% | -0.04% | +0.21% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | +0.04% | +1.90% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.34% | +0.29% | +11.86% | |
| 38 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.34% | +0.01% | +6.48% | |
| 39 | SPG | Simon Property Group Inc | 股票-房地產 | 0.33% | +0.03% | +0.50% | |
| 40 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.33% | -0.03% | +7.76% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.32% | -0.05% | +27.55% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.32% | +0.72% | +0.32% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.32% | -0.06% | +0.12% | |
| 44 | FICO | Fair Isaac CORP | 股票-科技 | 0.31% | — | -0.66% | |
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.31% | -0.09% | +8.15% | |
| 46 | O | Realty Income CORP | 股票-房地產 | 0.31% | -0.03% | +4.25% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.31% | -0.02% | +2.86% | |
| 48 | PSA | Public Storage | 股票-房地產 | 0.31% | +0.02% | +0.89% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.30% | -0.07% | +0.57% | |
| 50 | GE | General Electric | 股票-工業 | 0.29% | +0.06% | -0.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +898.93% | 加碼 |
| 2 | AAPL | Apple Inc | +0.9% | +2.19% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.50% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.2% | +0.08% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -0.47% | 減碼 |
| 6 | AVGO | Broadcom Inc | +0.2% | +1.19% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +1.22% | 加碼 |
| 8 | KKR | Kkr & Co Inc | +0.1% | NEW | 新建倉 |
| 9 | LLY | Eli Lilly & Co | +0.1% | -5.36% | 減碼 |
| 10 | TSLA | Tesla Inc | +0.1% | +0.37% | 加碼 |
| 11 | AMAT | Applied Materials Inc | +0.1% | +11.86% | 加碼 |
| 12 | NFLX | Netflix Inc | +0.1% | +5.29% | 加碼 |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +148.96% | 加碼 |
| 14 | LRCXEUR | Lam Research CORP | +0.1% | +19.55% | 加碼 |
| 15 | COST | Costco Wholesale CORP | +0.1% | -3.30% | 減碼 |
| 16 | WELL | Welltower Inc | +0.1% | +4.23% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 18 | WMT | Walmart Inc | +0.1% | +2.47% | 加碼 |
| 19 | QCOM | Qualcomm Inc | +0.1% | -5.06% | 減碼 |
| 20 | FICO | Fair Isaac CORP | 0% | -0.66% | 減碼 |
| 21 | LH | Labcorp Holdings Inc | 0% | NEW | 新建倉 |
| 22 | DLR | Digital Realty Trust Inc | 0% | +7.76% | 加碼 |
| 23 | CMCSA | Comcast Corp-class A | 0% | +27.55% | 加碼 |
| 24 | KLAC | Kla CORP | 0% | +0.79% | 加碼 |
| 25 | MDT | Medtronic plc | 0% | -13.10% | 減碼 |
| 26 | TTWO | Take-two Interactive Softwre | 0% | -58.88% | 減碼 |
| 27 | WM | Waste Management Inc | 0% | -23.63% | 減碼 |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.1% | -12.07% | 減碼 |
| 29 | WY | Weyerhaeuser Co | -0.1% | -3.25% | 減碼 |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | +10.45% | 加碼 |
| 31 | CDNS | Cadence Design Sys Inc | -0.1% | -16.90% | 減碼 |
| 32 | HUBB | Hubbell Inc | -0.1% | -58.75% | 減碼 |
| 33 | V | Visa Inc-class A Shares | -0.1% | -0.47% | 減碼 |
| 34 | MPC | Marathon Petroleum CORP | -0.1% | -18.43% | 減碼 |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -13.04% | 減碼 |
| 36 | ORLY | O'reilly Automotive Inc | -0.1% | -28.57% | 減碼 |
| 37 | CHDN | Churchill Downs Inc | -0.1% | -85.05% | 減碼 |
| 38 | LECO | Lincoln Electric Holdings | -0.1% | — | 不變 |
| 39 | ✓ | Laboratory Corp. of America | -0.1% | EXIT | 清倉 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -0.34% | 減碼 |
| 41 | CRM | Salesforce Inc | -0.1% | +0.57% | 加碼 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.14% | 減碼 |
| 43 | META | Meta Platforms Inc-class A | -0.1% | -5.99% | 減碼 |
| 44 | AIRCUSD | Apartment Income Reit Co | -0.1% | EXIT | 清倉 |
| 45 | HD | Home Depot Inc | -0.1% | -6.34% | 減碼 |
| 46 | MA | Mastercard Inc - A | -0.1% | -2.24% | 減碼 |
| 47 | JNJ | Johnson & Johnson | -0.1% | -3.51% | 減碼 |
| 48 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清倉 |
| 49 | PLD | Prologis Inc | -0.1% | +0.90% | 加碼 |
| 50 | INTC | Intel CORP | -0.1% | -8.64% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，State of Alaska, Department of Revenue 在 Q2 2024 季度的美股持倉總市值約為 US$100.7億，共申報了 1605 個公開持股部位。
在 Q2 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 (5.3%)、AAPL (4.8%)、NVDA (4.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.3% 的權重。
在 Q2 2024 季度中，State of Alaska, Department of Revenue 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 19 個部位、減碼 24 個部位以及清倉 3 個部位。 其中最大新建倉標的為 KKR。 本季清倉部位包含 PXDEUR。
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。
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。
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。