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: 0001691919
申報總市值
US$14.8億
US$14.8億
161 檔
67.3%
Q1 2024 季度申報顯示，Symmetry Investments LP 揭露的美股組合總市值為 US$14.8億，涵蓋 161 個不同之權益投資部位。
在 Q1 2024，Symmetry Investments LP 操作展現出積極擴展與加碼意向。本季共新建倉 12 個新部位，並對 18 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
整體而言，Symmetry Investments LP 的前 5 大持股（包含 BAC, HES, MSFT）貢獻了組合市值的 67.3%，形成該機構在 Q1 2024 季度的基本面基石。
| # | 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 | BAC | Bank Of America CORP | 股票-金融 | 35.85% | — | +0.37% | |
| 2 | HES | Hess CORP | 股票-其他 | 11.02% | — | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.97% | -1.51% | +110.66% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 3.68% | -0.06% | — | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.00% | -1.48% | +1.17% | |
| 6 | XLE | Ss Energy Select Sector | ETF-其他 | 2.39% | -0.66% | EXIT | |
| 7 | NSC | Norfolk Southern CORP | 股票-工業 | 2.09% | +8.97% | +136.23% | |
| 8 | MSTR | Strategy Inc | 股票-科技 | 1.85% | — | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.63% | — | +18.18% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | -1.74% | -6.85% | |
| 11 | UNP | Union Pacific CORP | 股票-工業 | 1.36% | -7.52% | +90.81% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 1.34% | -0.14% | EXIT | |
| 13 | TDG | Transdigm Group Inc | 股票-工業 | 0.91% | — | -45.40% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 0.91% | +0.19% | -32.38% | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 0.82% | +0.25% | NEW | |
| 16 | WDC | Western Digital CORP | 股票-科技 | 0.81% | +0.10% | NEW | |
| 17 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.76% | -0.68% | +182.51% | |
| 18 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.75% | — | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | +788.94% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.68% | — | +78.45% | |
| 21 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.67% | — | — | |
| 22 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 0.63% | -1.41% | -31.32% | |
| 23 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.52% | — | -8.19% | |
| 24 | URI | United Rentals Inc | 股票-工業 | 0.51% | — | +87.62% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.50% | — | +186.38% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | — | — | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | — | -74.64% | |
| 28 | DHR | Danaher CORP | 股票-醫療保健 | 0.45% | — | +218.95% | |
| 29 | DE | Deere & Co | 股票-工業 | 0.45% | — | -74.45% | |
| 30 | RTX | Rtx CORP | 股票-工業 | 0.45% | — | +1065.83% | |
| 31 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.43% | — | +230.11% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.42% | -0.08% | -22.98% | |
| 33 | GM | General Motors Co | 股票-循環性消費 | 0.40% | — | — | |
| 34 | IR | Ingersoll-rand Inc | 股票-工業 | 0.40% | -0.34% | EXIT | |
| 35 | CCJ | Cameco CORP | 股票-能源 | 0.40% | — | — | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.39% | — | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.39% | — | -81.69% | |
| 38 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.37% | — | +531.97% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | — | -65.50% | |
| 40 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.36% | — | -13.87% | |
| 41 | EME | Emcor Group Inc | 股票-工業 | 0.33% | — | — | |
| 42 | P | Everpure Inc-a | 股票-科技 | 0.33% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.33% | +0.25% | NEW | |
| 44 | UBER | Uber Technologies Inc | 股票-工業 | 0.33% | -1.92% | -29.52% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | — | -44.40% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.32% | — | -21.76% | |
| 47 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.32% | — | — | |
| 48 | MRVL | Marvell Technology Inc | 股票-科技 | 0.31% | +0.10% | NEW | |
| 49 | FWONA | Liberty Media Corp-formula-a | 股票-其他 | 0.29% | -0.11% | +20.50% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.28% | — | +128.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.9% | +110.66% | 加碼 |
| 2 | XLE | Ss Energy Select Sector | +2.3% | +2145.47% | 加碼 |
| 3 | NSC | Norfolk Southern CORP | +1.1% | +136.23% | 加碼 |
| 4 | V | Visa Inc-class A Shares | +0.7% | +788.94% | 加碼 |
| 5 | UNP | Union Pacific CORP | +0.5% | +90.81% | 加碼 |
| 6 | TKO | Tko Group Holdings Inc | +0.5% | +182.51% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.4% | -6.85% | 減碼 |
| 8 | RTX | Rtx CORP | +0.4% | +1065.83% | 加碼 |
| 9 | WDC | Western Digital CORP | +0.4% | +66.59% | 加碼 |
| 10 | CRM | Salesforce Inc | +0.3% | +186.38% | 加碼 |
| 11 | BKNG | Booking Holdings Inc | +0.3% | +531.97% | 加碼 |
| 12 | DHR | Danaher CORP | +0.3% | +218.95% | 加碼 |
| 13 | ULTA | Ulta Beauty Inc | +0.3% | +230.11% | 加碼 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.3% | +78.45% | 加碼 |
| 15 | URI | United Rentals Inc | +0.3% | +87.62% | 加碼 |
| 16 | WMT | Walmart Inc | +0.2% | +267.65% | 加碼 |
| 17 | IWM | Ishares Russell 2000 ETF | 0% | +18.18% | 加碼 |
| 18 | AMZN | Amazon.com Inc | 0% | +1.17% | 加碼 |
| 19 | VFC | Vf CORP | -0.4% | -92.23% | 減碼 |
| 20 | CAT | Caterpillar Inc | -0.5% | -75.70% | 減碼 |
| 21 | AAPL | Apple Inc | -0.5% | -56.48% | 減碼 |
| 22 | TDG | Transdigm Group Inc | -0.8% | -45.40% | 減碼 |
| 23 | ABNB | Airbnb Inc-class A | -0.8% | -78.21% | 減碼 |
| 24 | AEHR | Aehr Test Systems | -0.8% | -74.70% | 減碼 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | -65.50% | 減碼 |
| 26 | IR | Ingersoll-rand Inc | -1.1% | -74.17% | 減碼 |
| 27 | HD | Home Depot Inc | -1.5% | -74.64% | 減碼 |
| 28 | DE | Deere & Co | -1.6% | -74.45% | 減碼 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2% | -81.69% | 減碼 |
| 30 | BAC | Bank Of America CORP | -2.6% | +0.37% | 加碼 |
| 31 | HES | Hess CORP | — | NEW | 新建倉 |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | 清倉 |
| 33 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新建倉 |
| 34 | MSTR | Strategy Inc | — | NEW | 新建倉 |
| 35 | FXI | Ishares China Large-cap ETF | — | EXIT | 清倉 |
| 36 | KRE | Ss Spdr S&p Regional Bank | — | EXIT | 清倉 |
| 37 | OXY | Occidental Petroleum CORP | — | NEW | 新建倉 |
| 38 | PYPL | Paypal Holdings Inc | — | NEW | 新建倉 |
| 39 | META | Meta Platforms Inc-class A | — | NEW | 新建倉 |
| 40 | DAL | Delta Air Lines Inc | — | EXIT | 清倉 |
| 41 | SLB | Slb LTD | — | EXIT | 清倉 |
| 42 | GM | General Motors Co | — | NEW | 新建倉 |
| 43 | CCJ | Cameco CORP | — | NEW | 新建倉 |
| 44 | XLRE | Ss Real Estate Select Sector | — | NEW | 新建倉 |
| 45 | STLD | Steel Dynamics Inc | — | EXIT | 清倉 |
| 46 | NEE | Nextera Energy Inc | — | EXIT | 清倉 |
| 47 | EME | Emcor Group Inc | — | NEW | 新建倉 |
| 48 | P | Everpure Inc-a | — | NEW | 新建倉 |
| 49 | RACE | Ferrari N.V. | — | NEW | 新建倉 |
| 50 | SCHW | Schwab (charles) CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Symmetry Investments LP 在 Q1 2024 季度的美股持倉總市值約為 US$14.8億，共申報了 161 個公開持股部位。
在 Q1 2024 季度，Symmetry Investments LP 按市值排列的前三大核心持股分別為：BAC (35.9%)、HES (11.0%)、MSFT (6.0%)。其中最大持股部位 BAC 佔據整體投資組合約 35.9% 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
HES
市值: US$1.8億
本季最大獲利了結 / 清倉標的
LQD
前期市值: US$6916.3萬
在 Q1 2024 季度中，Symmetry Investments LP 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 18 個部位、減碼 12 個部位以及清倉 8 個部位。 其中最大新建倉標的為 HES。 本季清倉部位包含 LQD。
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。