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
1587 檔
18.5%
在 Q4 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 1587 個公開申報部位。
從 Q4 2024 申報觀察，State of Alaska, Department of Revenue 採取防禦導向的調倉策略，本季減碼 38 檔個股並出清 4 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，State of Alaska, Department of Revenue 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 18.5%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
BLK
市值: US$1701.6萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1594.7萬
僅顯示前 200 大持股（共 1587 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 | AAPL | Apple Inc | 股票-科技 | 5.93% | +0.07% | -3.41% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.03% | -0.39% | -2.83% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.72% | +0.11% | -1.90% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.08% | +0.07% | -3.17% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.01% | -0.22% | -7.64% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 1.65% | +0.02% | -1.07% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.61% | +0.21% | -9.25% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.60% | +0.24% | -8.72% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.59% | +0.19% | -2.03% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | -0.09% | -2.27% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | +0.06% | -4.08% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.81% | +0.15% | -5.20% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.28% | -4.68% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.73% | +0.12% | +9.86% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.06% | -10.08% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | +0.02% | -0.06% | |
| 17 | PLD | Prologis Inc | 股票-房地產 | 0.65% | -0.05% | +0.85% | |
| 18 | EQIX | Equinix Inc | 股票-房地產 | 0.61% | -0.01% | +2.52% | |
| 19 | AMT | American Tower CORP | 股票-房地產 | 0.57% | -0.08% | +0.85% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | -0.10% | -8.10% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | +0.01% | -8.05% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.13% | -7.83% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.52% | -0.16% | -13.73% | |
| 24 | WELL | Welltower Inc | 股票-房地產 | 0.52% | +0.06% | +2.61% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | -0.04% | -4.57% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.07% | -12.09% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.49% | -0.02% | -2.35% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | -0.03% | -9.66% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.41% | -0.07% | -3.16% | |
| 30 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.39% | -0.03% | +3.26% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.15% | -28.40% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.38% | -0.15% | -16.36% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | +0.04% | -5.17% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.37% | -0.03% | -15.13% | |
| 35 | SPG | Simon Property Group Inc | 股票-房地產 | 0.37% | +0.03% | +0.86% | |
| 36 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.06% | -8.49% | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.34% | -0.05% | +68.66% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.34% | -0.03% | -1.32% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.33% | -0.07% | -25.90% | |
| 40 | PSA | Public Storage | 股票-房地產 | 0.32% | +0.02% | -0.46% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.31% | -0.04% | +7.77% | |
| 42 | O | Realty Income CORP | 股票-房地產 | 0.31% | -0.03% | -0.81% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.31% | -0.02% | -3.40% | |
| 44 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.30% | -0.09% | -2.16% | |
| 45 | NOW | Servicenow Inc | 股票-科技 | 0.29% | -0.02% | -1.68% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.28% | -0.06% | +11.29% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.28% | -0.07% | -6.58% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.27% | -0.05% | -5.76% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.26% | -0.05% | -4.85% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.26% | -0.01% | +16.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.6% | -1.07% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.6% | -1.90% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.5% | -3.17% | 減碼 |
| 4 | AAPL | Apple Inc | +0.5% | -3.41% | 減碼 |
| 5 | AVGO | Broadcom Inc | +0.4% | -9.25% | 減碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -2.03% | 減碼 |
| 7 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 8 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -8.72% | 減碼 |
| 10 | LOW | Lowe's Cos Inc | +0.1% | +68.66% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 12 | V | Visa Inc-class A Shares | +0.1% | -0.06% | 減碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -4.08% | 減碼 |
| 14 | APO | Apollo Global Management Inc | +0.1% | NEW | 新建倉 |
| 15 | CRM | Salesforce Inc | +0.1% | -3.16% | 減碼 |
| 16 | MSFT | Microsoft CORP | 0% | -2.83% | 減碼 |
| 17 | META | Meta Platforms Inc-class A | 0% | -7.64% | 減碼 |
| 18 | O | Realty Income CORP | 0% | -0.81% | 減碼 |
| 19 | KO | Coca-cola Co/the | 0% | -3.40% | 減碼 |
| 20 | QCOM | Qualcomm Inc | -0.1% | -8.49% | 減碼 |
| 21 | PSA | Public Storage | -0.1% | -0.46% | 減碼 |
| 22 | TMUS | T-mobile US Inc | -0.1% | -36.66% | 減碼 |
| 23 | CVX | Chevron CORP | -0.1% | -16.36% | 減碼 |
| 24 | GE | General Electric | -0.1% | -15.25% | 減碼 |
| 25 | KLAC | Kla CORP | -0.1% | -17.71% | 減碼 |
| 26 | XOM | Exxon Mobil CORP | -0.1% | -4.68% | 減碼 |
| 27 | CSCO | Cisco Systems Inc | -0.1% | -28.40% | 減碼 |
| 28 | SNPS | Synopsys Inc | -0.1% | -43.82% | 減碼 |
| 29 | CCI | Crown Castle Inc | -0.1% | +0.57% | 加碼 |
| 30 | MRO* | Marathon Oil CORP | -0.1% | EXIT | 清倉 |
| 31 | AXON | Axon Enterprise Inc | -0.1% | -70.09% | 減碼 |
| 32 | ABBV | Abbvie Inc | -0.1% | -8.05% | 減碼 |
| 33 | AMD | Advanced Micro Devices | -0.1% | -1.61% | 減碼 |
| 34 | REGN | Regeneron Pharmaceuticals | -0.1% | -11.89% | 減碼 |
| 35 | UBER | Uber Technologies Inc | -0.1% | -20.27% | 減碼 |
| 36 | AMAT | Applied Materials Inc | -0.1% | -18.27% | 減碼 |
| 37 | PLD | Prologis Inc | -0.1% | +0.85% | 加碼 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -70.51% | 減碼 |
| 39 | EVR | Evercore Inc - A | -0.1% | -88.61% | 減碼 |
| 40 | CHH | Choice Hotels Intl Inc | -0.1% | -95.87% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.1% | -12.09% | 減碼 |
| 42 | MRK | Merck & Co. Inc. | -0.1% | -15.13% | 減碼 |
| 43 | ELV | Elevance Health Inc | -0.1% | -12.26% | 減碼 |
| 44 | LLY | Eli Lilly & Co | -0.1% | -5.20% | 減碼 |
| 45 | AMT | American Tower CORP | -0.1% | +0.85% | 加碼 |
| 46 | PEP | Pepsico Inc | -0.2% | -25.90% | 減碼 |
| 47 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清倉 |
| 48 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 49 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 50 | FICO | Fair Isaac CORP | -0.2% | -80.38% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，State of Alaska, Department of Revenue 在 Q4 2024 季度的美股持倉總市值約為 US$100.7億，共申報了 1587 個公開持股部位。
在 Q4 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：AAPL (5.9%)、MSFT (5.0%)、NVDA (4.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.9% 的權重。
在 Q4 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 4 個部位、加碼 4 個部位、減碼 38 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。