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: 0001765536
申報總市值
US$91.2億
US$91.2億
636 檔
9.4%
在 Q4 2024 申報期間，Summit Financial, LLC（CIK: 0001765536）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$91.2億，共持有 636 個公開申報部位。
Q4 2024 數據顯示 Summit Financial, LLC 積極進場，新開立 50 個部位並同步加碼 121 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 VTI, VEU, VUG）累計市值佔比達 9.4%，是驅動 Summit Financial, LLC 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 636 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 15.07% | +0.03% | +2.13% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.76% | -0.08% | +4.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.15% | +0.13% | -2.30% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.51% | +0.03% | +12.14% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.49% | — | +7.20% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | +0.14% | +39.65% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -0.17% | +9.69% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.90% | — | +6.12% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.72% | — | +2.40% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.61% | +0.07% | +8.15% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.40% | +0.34% | +14.02% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.37% | — | +8.34% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.18% | -0.07% | -3.09% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.04% | -0.07% | +22.79% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.00% | -0.01% | +1.20% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.90% | -0.06% | +3.66% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.86% | — | +5.44% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.11% | +8.23% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.75% | +0.04% | +4.85% | |
| 20 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.73% | -0.10% | +7.97% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.68% | +0.05% | +5.63% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | +0.09% | +10.99% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.08% | +24.71% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.63% | -0.03% | +1.91% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.61% | -0.03% | +5.18% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.59% | +0.02% | +2.61% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.59% | -0.12% | -4.54% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | +0.05% | +8.54% | |
| 29 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.53% | +0.06% | -79.03% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | +0.01% | +7.93% | |
| 31 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.49% | +0.10% | +508.33% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.48% | -0.01% | +7.62% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.48% | +0.10% | +2.31% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.48% | +0.08% | +11.05% | |
| 35 | ET | Energy Transfer LP | 股票-能源 | 0.47% | -0.02% | +227.66% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.47% | — | +5.95% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | -0.11% | +39.58% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | -0.02% | +7.70% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | -0.03% | +26.28% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.44% | +0.03% | +5.10% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | +0.01% | +2.28% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.42% | -0.03% | +16.91% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.42% | +0.02% | +0.30% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.39% | — | +5.22% | |
| 45 | FANG | Diamondback Energy Inc | 股票-能源 | 0.39% | — | +1.89% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.38% | -0.02% | +13.10% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.38% | -0.03% | +30.23% | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.37% | +0.01% | +1.75% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.36% | -0.04% | +11.18% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.36% | -0.01% | +34.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +39.65% | 加碼 |
| 2 | USFR | Wisdomtree Floating Rate Tre | +0.4% | +508.33% | 加碼 |
| 3 | ET | Energy Transfer LP | +0.3% | +227.66% | 加碼 |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +2466.11% | 加碼 |
| 5 | PDI | Pimco Dynamic Income Fund | +0.3% | NEW | 新建倉 |
| 6 | EXE | Expand Energy CORP | +0.2% | NEW | 新建倉 |
| 7 | SYK | Stryker CORP | +0.2% | +236.86% | 加碼 |
| 8 | CCJ | Cameco CORP | +0.2% | +259.97% | 加碼 |
| 9 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 10 | AAPL | Apple Inc | +0.2% | +12.14% | 加碼 |
| 11 | IWN | Ishares Russell 2000 Value E | +0.2% | +266.86% | 加碼 |
| 12 | UUUU | Energy Fuels Inc | +0.2% | NEW | 新建倉 |
| 13 | AVGO | Broadcom Inc | +0.2% | +4.85% | 加碼 |
| 14 | GM | General Motors Co | +0.2% | +84.73% | 加碼 |
| 15 | DNN | Denison Mines CORP | +0.2% | NEW | 新建倉 |
| 16 | NTR | Nutrien LTD | +0.2% | NEW | 新建倉 |
| 17 | IWY | Ishares Russell Top 200 Grow | +0.2% | NEW | 新建倉 |
| 18 | UEC | Uranium Energy CORP | +0.1% | NEW | 新建倉 |
| 19 | KYN | Kayne Anderson Energy Infra | +0.1% | NEW | 新建倉 |
| 20 | IAU | Ishares Gold Trust | +0.1% | +1591.49% | 加碼 |
| 21 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | NEW | 新建倉 |
| 22 | AMZN | Amazon.com Inc | +0.1% | +2.40% | 加碼 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +92.29% | 加碼 |
| 24 | MOS | Mosaic Co/the | +0.1% | NEW | 新建倉 |
| 25 | EPD | Enterprise Products Partners | +0.1% | +350.18% | 加碼 |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | NEW | 新建倉 |
| 27 | TSLA | Tesla Inc | +0.1% | +1.75% | 加碼 |
| 28 | PBA | Pembina Pipeline CORP | +0.1% | NEW | 新建倉 |
| 29 | SCCO | Southern Copper CORP | +0.1% | NEW | 新建倉 |
| 30 | OKE | Oneok Inc | +0.1% | +551.42% | 加碼 |
| 31 | SIL | Global X Silver Miners ETF | +0.1% | NEW | 新建倉 |
| 32 | TJX | Tjx Companies Inc | +0.1% | +65.84% | 加碼 |
| 33 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +222.01% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | +8.23% | 加碼 |
| 35 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +26.28% | 加碼 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +34.37% | 加碼 |
| 37 | T | At&t Inc | +0.1% | +69.55% | 加碼 |
| 38 | GEL | Genesis Energy L.p. | +0.1% | NEW | 新建倉 |
| 39 | FRO | Frontline plc | +0.1% | NEW | 新建倉 |
| 40 | DEI | Douglas Emmett Inc | +0.1% | NEW | 新建倉 |
| 41 | SU | Suncor Energy Inc | +0.1% | NEW | 新建倉 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +24.71% | 加碼 |
| 43 | XOM | Exxon Mobil CORP | +0.1% | +39.58% | 加碼 |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +63.15% | 加碼 |
| 45 | IBM | Intl Business Machines CORP | +0.1% | +67.09% | 加碼 |
| 46 | CSCO | Cisco Systems Inc | +0.1% | +54.98% | 加碼 |
| 47 | CVX | Chevron CORP | +0.1% | +91.52% | 加碼 |
| 48 | XLY | Ss Consumer Disc Select Sect | +0.1% | +160.99% | 加碼 |
| 49 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.02% | 加碼 |
| 50 | V | Visa Inc-class A Shares | +0.1% | +7.70% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Summit Financial, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$91.2億，共申報了 636 個公開持股部位。
在 Q4 2024 季度，Summit Financial, LLC 按市值排列的前三大核心持股分別為：VTI (15.1%)、VEU (6.8%)、VUG (3.1%)。其中最大持股部位 VTI 佔據整體投資組合約 15.1% 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
PDI
市值: US$743.4萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$458.5萬
在 Q4 2024 季度中，Summit Financial, LLC 共進行了 200 項持倉異動，包含新建倉 50 個部位、加碼 121 個部位、減碼 26 個部位以及清倉 3 個部位。 其中最大新建倉標的為 PDI。 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。
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。