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
165 檔
21.1%
根據最新整理的 13F 季度數據集，Symmetry Investments LP 於 Q2 2024 結束時的管理資產規模為 US$14.8億。該機構在本季度申報了 165 檔美股持倉，呈現出該時期的主要投資地圖。
Symmetry Investments LP 在 Q2 2024 進行了結構性的板塊輪動與部位換股。在開立 8 個全新部位及加碼 15 檔持股的同時，亦同步清倉 12 檔並減碼 15 檔標的。
整體而言，Symmetry Investments LP 的前 5 大持股（包含 HES, AMZN, UNP）貢獻了組合市值的 21.1%，形成該機構在 Q2 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 | HES | Hess CORP | 股票-其他 | 14.47% | — | -27.52% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.31% | -1.48% | +4.94% | |
| 3 | UNP | Union Pacific CORP | 股票-工業 | 5.40% | -7.52% | +130.02% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.42% | +0.25% | NEW | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.42% | -1.51% | -62.85% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.56% | -1.74% | +788.73% | |
| 7 | PYPL | Paypal Holdings Inc | 股票-金融 | 3.10% | — | +184.02% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.69% | — | +262.32% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.38% | — | +323.98% | |
| 10 | GEV | GE Vernova Inc | 股票-工業 | 1.99% | +0.04% | +1972.18% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.92% | — | +154.14% | |
| 12 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.79% | — | +137.65% | |
| 13 | WDC | Western Digital CORP | 股票-科技 | 1.68% | +0.10% | NEW | |
| 14 | TDG | Transdigm Group Inc | 股票-工業 | 1.57% | — | -11.01% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.57% | — | +75.44% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | — | — | |
| 17 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 1.35% | — | +262.60% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.27% | — | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | — | -7.81% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.18% | -0.29% | +243.82% | |
| 21 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 1.16% | -1.41% | -10.58% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 1.06% | +1.03% | +310.14% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 1.00% | -0.14% | EXIT | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 0.97% | +0.25% | NEW | |
| 25 | IR | Ingersoll-rand Inc | 股票-工業 | 0.95% | -0.34% | EXIT | |
| 26 | COP | Conocophillips | 股票-能源 | 0.92% | — | — | |
| 27 | UBER | Uber Technologies Inc | 股票-工業 | 0.82% | -1.92% | +42.10% | |
| 28 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.82% | -0.68% | -54.01% | |
| 29 | HUBS | Hubspot Inc | 股票-科技 | 0.73% | — | — | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | — | — | |
| 31 | FWONA | Liberty Media Corp-formula-a | 股票-其他 | 0.66% | -0.11% | +12.23% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.66% | — | +19.78% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.65% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +1.91% | |
| 35 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.60% | — | -33.61% | |
| 36 | URNM | Sprott Uranium Miners ETF | ETF-其他 | 0.58% | — | — | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.57% | — | — | |
| 38 | CCJ | Cameco CORP | 股票-能源 | 0.57% | — | -33.15% | |
| 39 | CVNA | Carvana Co | 股票-循環性消費 | 0.56% | — | +545.00% | |
| 40 | VST | Vistra CORP | 股票-公用事業 | 0.55% | -0.10% | EXIT | |
| 41 | CPRT | Copart Inc | 股票-工業 | 0.54% | — | +20.43% | |
| 42 | VAL | Valaris Limited | 股票-能源 | 0.54% | — | — | |
| 43 | DE | Deere & Co | 股票-工業 | 0.52% | — | -32.22% | |
| 44 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.48% | -0.74% | EXIT | |
| 45 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.48% | — | +3.69% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | — | +20.00% | |
| 47 | ✓ | On Holding AG | 股票-其他 | 0.47% | — | +175.79% | |
| 48 | AES | Aes CORP | 股票-公用事業 | 0.42% | — | +0.92% | |
| 49 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.39% | — | -71.20% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.39% | — | -53.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +4.1% | +493.64% | 加碼 |
| 2 | UNP | Union Pacific CORP | +4% | +130.02% | 加碼 |
| 3 | HES | Hess CORP | +3.5% | -27.52% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +3.3% | +4.94% | 加碼 |
| 5 | PYPL | Paypal Holdings Inc | +2.4% | +184.02% | 加碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +2.3% | +262.32% | 加碼 |
| 7 | AAPL | Apple Inc | +2.1% | +323.98% | 加碼 |
| 8 | NVDA | Nvidia CORP | +2% | +788.73% | 加碼 |
| 9 | GEV | GE Vernova Inc | +2% | +1972.18% | 加碼 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +154.14% | 加碼 |
| 11 | BKNG | Booking Holdings Inc | +1.4% | +137.65% | 加碼 |
| 12 | ABNB | Airbnb Inc-class A | +1.1% | +262.60% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +1.1% | +75.44% | 加碼 |
| 14 | XLK | Ss Technology Select Sector | +1% | +243.82% | 加碼 |
| 15 | CAT | Caterpillar Inc | +0.9% | +310.14% | 加碼 |
| 16 | CVNA | Carvana Co | +0.5% | +545.00% | 加碼 |
| 17 | TXN | Texas Instruments Inc | +0.2% | -43.77% | 減碼 |
| 18 | TKO | Tko Group Holdings Inc | +0.1% | -54.01% | 減碼 |
| 19 | AMAT | Applied Materials Inc | -0.1% | -67.03% | 減碼 |
| 20 | XLRE | Ss Real Estate Select Sector | -0.1% | -64.21% | 減碼 |
| 21 | HD | Home Depot Inc | -0.2% | -69.33% | 減碼 |
| 22 | URI | United Rentals Inc | -0.2% | -67.35% | 減碼 |
| 23 | WMT | Walmart Inc | -0.3% | -64.58% | 減碼 |
| 24 | OXY | Occidental Petroleum CORP | -0.4% | -71.20% | 減碼 |
| 25 | ULTA | Ulta Beauty Inc | -0.4% | -92.13% | 減碼 |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.4% | -79.69% | 減碼 |
| 27 | AMD | Advanced Micro Devices | -0.8% | -92.13% | 減碼 |
| 28 | MSFT | Microsoft CORP | -1.6% | -62.85% | 減碼 |
| 29 | NSC | Norfolk Southern CORP | -2% | -97.84% | 減碼 |
| 30 | XLE | Ss Energy Select Sector | -2.1% | -94.27% | 減碼 |
| 31 | BAC | Bank Of America CORP | — | EXIT | 清倉 |
| 32 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | 清倉 |
| 33 | MSTR | Strategy Inc | — | EXIT | 清倉 |
| 34 | IWM | Ishares Russell 2000 ETF | — | EXIT | 清倉 |
| 35 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 36 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
| 37 | CRM | Salesforce Inc | — | EXIT | 清倉 |
| 38 | COP | Conocophillips | — | NEW | 新建倉 |
| 39 | RTX | Rtx CORP | — | EXIT | 清倉 |
| 40 | GM | General Motors Co | — | EXIT | 清倉 |
| 41 | HUBS | Hubspot Inc | — | NEW | 新建倉 |
| 42 | FCX | Freeport-mcmoran Inc | — | EXIT | 清倉 |
| 43 | WFC | Wells Fargo & Co | — | NEW | 新建倉 |
| 44 | EME | Emcor Group Inc | — | EXIT | 清倉 |
| 45 | P | Everpure Inc-a | — | EXIT | 清倉 |
| 46 | URNM | Sprott Uranium Miners ETF | — | NEW | 新建倉 |
| 47 | NEE | Nextera Energy Inc | — | NEW | 新建倉 |
| 48 | VAL | Valaris Limited | — | NEW | 新建倉 |
| 49 | BITO | Proshares Bitcoin Etf-usd | — | EXIT | 清倉 |
| 50 | NOW | Servicenow Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Symmetry Investments LP 在 Q2 2024 季度的美股持倉總市值約為 US$14.8億，共申報了 165 個公開持股部位。
在 Q2 2024 季度，Symmetry Investments LP 按市值排列的前三大核心持股分別為：HES (14.5%)、AMZN (6.3%)、UNP (5.4%)。其中最大持股部位 HES 佔據整體投資組合約 14.5% 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
XOM
市值: US$1388.4萬
本季最大獲利了結 / 清倉標的
BAC
前期市值: US$6.0億
在 Q2 2024 季度中，Symmetry Investments LP 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 15 個部位、減碼 15 個部位以及清倉 12 個部位。 其中最大新建倉標的為 XOM。 本季清倉部位包含 BAC。
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。