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: 0001531593
申報總市值
US$10.5億
US$10.5億
599 檔
14.4%
截至 Q4 2024 季度末，Summit Securities Group LLC 的美股持倉估值約為 US$10.5億，全數申報部位共有 599 檔。
觀察 Q4 2024 的申報異動，Summit Securities Group LLC 採取了強勁的買進策略，建倉與加碼動作（合計 32 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AVGO, SPY, SPY）占據了總市值的 14.4%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 599 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 | AVGO | Broadcom Inc | 股票-科技 | 11.70% | -1.01% | +5870.73% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.50% | +3.53% | — | |
| 3 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 4.83% | — | — | |
| 4 | ✓ | United States Stl CORP New | 股票-其他 | 3.57% | — | — | |
| 5 | ✓ | Albertsons Cos Inc | 股票-其他 | 2.49% | — | — | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 2.44% | +2.84% | NEW | |
| 7 | MRVL | Marvell Technology, Inc. | 股票-科技 | 2.30% | — | — | |
| 8 | USO | United States Oil Fund, LP | 股票-其他 | 2.23% | — | — | |
| 9 | ET | Energy Transfer LP | 股票-能源 | 2.21% | +0.60% | -56.80% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.08% | +0.08% | NEW | |
| 11 | ✓ | Albertsons Cos Inc | 股票-其他 | 2.02% | — | — | |
| 12 | CME | Cme Group Inc | 股票-金融 | 1.96% | -0.08% | +4099900.00% | |
| 13 | BITO | Proshares Bitcoin Etf-usd | ETF-加密貨幣 | 1.74% | -0.01% | +143.45% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.72% | -0.12% | EXIT | |
| 15 | MO | Altria Group Inc | 股票-非循環性消費 | 1.66% | +0.02% | -43.85% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.32% | — | -25.52% | |
| 17 | ✓ | Tko Group Holdings Inc | 股票-其他 | 1.29% | — | — | |
| 18 | ✓ | Siriusxm Holdings Inc | 股票-其他 | 1.27% | — | — | |
| 19 | OKE | Oneok Inc | 股票-能源 | 1.27% | +0.03% | — | |
| 20 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 1.22% | — | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.12% | — | — | |
| 22 | ✓ | Ishares Tr | 股票-其他 | 1.11% | — | — | |
| 23 | BABA | Alibaba Group Holding Limited | 股票-循環性消費 | 1.05% | — | — | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.97% | -1.52% | +1428.57% | |
| 25 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.85% | — | — | |
| 26 | AA | Alcoa Corporation | 股票-原物料 | 0.83% | — | — | |
| 27 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.83% | — | +1217.00% | |
| 28 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.81% | — | — | |
| 29 | CME | CME Group Inc. | 股票-金融 | 0.79% | — | — | |
| 30 | TTWO | Take-Two Interactive Software, Inc. | 股票-通訊服務 | 0.76% | — | — | |
| 31 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.75% | — | — | |
| 32 | ✓ | Amedisys Inc | 股票-其他 | 0.75% | — | — | |
| 33 | ✓ | Chevron CORP New | 股票-其他 | 0.75% | — | — | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.74% | — | — | |
| 35 | BA | The Boeing Company | 股票-工業 | 0.73% | — | — | |
| 36 | ✓ | Juniper Networks Inc | 股票-其他 | 0.62% | — | — | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.60% | -0.01% | +1968.00% | |
| 38 | ✓ | Tko Group Holdings Inc | 股票-其他 | 0.56% | — | — | |
| 39 | DLTR | Dollar Tree, Inc. | 股票-非循環性消費 | 0.54% | — | — | |
| 40 | APO | Apollo Global Management Inc | 股票-金融 | 0.52% | — | +62.11% | |
| 41 | ✓ | Nuscale Pwr CORP | 股票-其他 | 0.52% | — | — | |
| 42 | ✓ | Willscot Hldgs CORP | 股票-其他 | 0.52% | — | — | |
| 43 | ✓ | Capri Holdings Limited | 股票-其他 | 0.46% | — | — | |
| 44 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.45% | — | EXIT | |
| 45 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-循環性消費 | 0.42% | — | — | |
| 46 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.42% | — | +942.71% | |
| 47 | F | Ford Motor Company | 股票-循環性消費 | 0.41% | — | — | |
| 48 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.41% | — | — | |
| 49 | GDXJ | Vaneck Junior Gold Miners | ETF-避險與商品 | 0.37% | -0.05% | — | |
| 50 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.37% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +11.5% | +5870.73% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +8.5% | NEW | 新建倉 |
| 3 | SPY | State Street SPDR S&P 500 ETF Trust | +4.8% | NEW | 新建倉 |
| 4 | ✓ | United States Stl CORP New | +3.6% | NEW | 新建倉 |
| 5 | ✓ | Albertsons Cos Inc | +2.5% | NEW | 新建倉 |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | +2.4% | NEW | 新建倉 |
| 7 | MRVL | Marvell Technology, Inc. | +2.3% | NEW | 新建倉 |
| 8 | USO | United States Oil Fund, LP | +2.2% | NEW | 新建倉 |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +2% | +6252.38% | 加碼 |
| 10 | ✓ | Albertsons Cos Inc | +2% | NEW | 新建倉 |
| 11 | CME | Cme Group Inc | +2% | +4099900.00% | 加碼 |
| 12 | GS | Goldman Sachs Group Inc | +1.7% | NEW | 新建倉 |
| 13 | ✓ | Tko Group Holdings Inc | +1.3% | NEW | 新建倉 |
| 14 | ✓ | Siriusxm Holdings Inc | +1.3% | NEW | 新建倉 |
| 15 | OKE | Oneok Inc | +1.3% | NEW | 新建倉 |
| 16 | CPRI | Capri Holdings Limited | +1.2% | NEW | 新建倉 |
| 17 | EFA | Ishares Msci Eafe ETF | +1.1% | NEW | 新建倉 |
| 18 | ✓ | Ishares Tr | +1.1% | NEW | 新建倉 |
| 19 | BABA | Alibaba Group Holding Limited | +1.1% | NEW | 新建倉 |
| 20 | BITO | Proshares Bitcoin Etf-usd | +1% | +143.45% | 加碼 |
| 21 | IBM | Intl Business Machines CORP | +0.9% | +1428.57% | 加碼 |
| 22 | EWT | Ishares Msci Taiwan ETF | +0.9% | NEW | 新建倉 |
| 23 | AA | Alcoa Corporation | +0.8% | NEW | 新建倉 |
| 24 | RCL | Royal Caribbean Cruises Ltd. | +0.8% | NEW | 新建倉 |
| 25 | CME | CME Group Inc. | +0.8% | NEW | 新建倉 |
| 26 | TTWO | Take-Two Interactive Software, Inc. | +0.8% | NEW | 新建倉 |
| 27 | FXI | Ishares China Large-cap ETF | +0.8% | +1217.00% | 加碼 |
| 28 | TSM | Taiwan Semiconductor Manufacturing Company Limited | +0.8% | NEW | 新建倉 |
| 29 | ✓ | Amedisys Inc | +0.8% | NEW | 新建倉 |
| 30 | ✓ | Chevron CORP New | +0.8% | NEW | 新建倉 |
| 31 | QCOM | Qualcomm Inc | +0.7% | NEW | 新建倉 |
| 32 | BA | The Boeing Company | +0.7% | NEW | 新建倉 |
| 33 | RCL | Royal Caribbean Cruises Ltd. | -0.8% | -97.78% | 減碼 |
| 34 | TTWO | Take-two Interactive Softwre | -0.8% | -97.91% | 減碼 |
| 35 | MRVL | Marvell Technology Inc | -1.1% | -91.15% | 減碼 |
| 36 | SMARGBP | Smartsheet Inc-class A | -1.1% | EXIT | 清倉 |
| 37 | BTI | British American Tob-sp Adr | -1.2% | -95.92% | 減碼 |
| 38 | UL | Unilever PLC | -1.4% | EXIT | 清倉 |
| 39 | CTLTEUR | Catalent Inc | -1.5% | EXIT | 清倉 |
| 40 | SIRI | Sirius Xm Holdings Inc | -2.1% | EXIT | 清倉 |
| 41 | MO | Altria Group Inc | -2.1% | -43.85% | 減碼 |
| 42 | ET | Energy Transfer LP | -3.2% | -56.80% | 減碼 |
| 43 | GOOG | Alphabet Inc-cl C | -3.9% | EXIT | 清倉 |
| 44 | GOOGL | Alphabet Inc-cl A | -4.3% | EXIT | 清倉 |
| 45 | CPRI | Capri Holdings Limited | -4.7% | EXIT | 清倉 |
| 46 | USX1 | United States Steel CORP | -5.2% | EXIT | 清倉 |
| 47 | PDD | Pdd Holdings Inc | -5.5% | -99.58% | 減碼 |
| 48 | ACI | Albertsons Cos Inc - Class A | -5.8% | EXIT | 清倉 |
| 49 | AMZN | Amazon.com Inc | -9.7% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -15.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Summit Securities Group LLC 在 Q4 2024 季度的美股持倉總市值約為 US$10.5億，共申報了 599 個公開持股部位。
在 Q4 2024 季度，Summit Securities Group LLC 按市值排列的前三大核心持股分別為：AVGO (11.7%)、SPY (8.5%)、SPY (4.8%)。其中最大持股部位 AVGO 佔據整體投資組合約 11.7% 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
SPY
市值: US$4121.3萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$5894.9萬
在 Q4 2024 季度中，Summit Securities Group LLC 共進行了 50 項持倉異動，包含新建倉 26 個部位、加碼 6 個部位、減碼 7 個部位以及清倉 11 個部位。 其中最大新建倉標的為 SPY。 本季清倉部位包含 AAPL。
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。