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: 0001800687
申報總市值
US$9.1億
US$9.1億
222 檔
15.2%
Symphony Financial, Ltd. Co. 在 Q4 2024 季度的美股部位總計估值為 US$9.1億，分散於 222 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2024 的資金脈絡，Symphony Financial, Ltd. Co. 在獲利結算 4 檔個股的同時，將資本重新部署至 4 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 SPTM, NVDA, SPYG）累計市值佔比達 15.2%，是驅動 Symphony Financial, Ltd. Co. 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 222 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 5.94% | -0.09% | +0.32% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.46% | +0.14% | +13.64% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 4.73% | +0.11% | +1.17% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.14% | -3.18% | |
| 5 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 2.73% | -0.05% | +8.89% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.71% | +0.05% | -4.83% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.68% | -0.01% | -4.85% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.63% | +0.15% | +5.43% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.61% | -0.02% | +2.73% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.52% | -0.01% | -3.84% | |
| 11 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.26% | -0.34% | +746.24% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.14% | -0.09% | +4.90% | |
| 13 | AVDE | Avantis International Equity | ETF-其他 | 1.91% | -0.10% | +10.73% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.87% | -0.05% | +6.03% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.79% | -0.02% | +6.40% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.77% | +0.08% | -5.66% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.67% | -0.08% | +0.23% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.47% | +0.08% | +2.41% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.16% | +26.35% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.41% | -0.04% | -4.91% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.35% | -0.01% | -1.65% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.34% | +0.86% | +32.96% | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.33% | -0.12% | +1.06% | |
| 24 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.18% | -1.25% | +0.16% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.17% | -0.01% | +3.77% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.99% | +0.01% | +3.65% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.95% | -0.01% | +5.36% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.73% | -35.20% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | -0.13% | -0.73% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | -0.06% | -16.79% | |
| 31 | MO | Altria Group Inc | 股票-非循環性消費 | 0.86% | -0.04% | -24.52% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | +0.10% | -1.79% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | -0.15% | -5.31% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.81% | -0.03% | +5.89% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | -0.04% | +42.44% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | -0.05% | -54.28% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.19% | +6.77% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.12% | -14.43% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.73% | -0.05% | +24.21% | |
| 40 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.71% | -0.19% | -5.23% | |
| 41 | TSLA | Tesla Inc | 股票-循環性消費 | 0.70% | -0.06% | +6.05% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | -0.02% | +1.90% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.67% | -0.01% | -27.91% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.67% | -0.04% | +11.03% | |
| 45 | SLF | Sun Life Financial Inc | 股票-金融 | 0.60% | +0.02% | -4.25% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.60% | -0.08% | +39.30% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.56% | -0.06% | +242.01% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | +0.11% | -9.11% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.03% | +0.66% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.52% | -0.19% | -10.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PULS | Pgim Ultra Short Bond ETF | +2% | +746.24% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.2% | +13.64% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +26.35% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.4% | -5.66% | 減碼 |
| 5 | MRK | Merck & Co. Inc. | +0.4% | +242.01% | 加碼 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +32.96% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.3% | +6.05% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.3% | -4.83% | 減碼 |
| 9 | BKAG | Bny Mellon Core Bond ETF | +0.3% | +302.01% | 加碼 |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +1.17% | 加碼 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.3% | NEW | 新建倉 |
| 12 | META | Meta Platforms Inc-class A | +0.3% | +42.44% | 加碼 |
| 13 | BKLC | Bny Mellon US Lrg Cap Cor | +0.2% | +197.74% | 加碼 |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | NEW | 新建倉 |
| 15 | ORCL | Oracle CORP | +0.2% | +24.21% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.2% | +27.13% | 加碼 |
| 17 | MUB | Ishares National Muni Bond E | +0.1% | +39.30% | 加碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -0.73% | 減碼 |
| 19 | CRM | Salesforce Inc | +0.1% | +5.89% | 加碼 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 21 | IWM | Ishares Russell 2000 ETF | +0.1% | +5.43% | 加碼 |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +6.40% | 加碼 |
| 23 | TROW | T Rowe Price Group Inc | +0.1% | +64.86% | 加碼 |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | NEW | 新建倉 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -1.79% | 減碼 |
| 26 | AVUV | Avantis US Small Cap Value | +0.1% | +2.73% | 加碼 |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.77% | 加碼 |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +0.32% | 加碼 |
| 29 | AGGY | Wisdomtree Yield Enhanced US | 0% | +8.89% | 加碼 |
| 30 | FAST | Fastenal Co | -0.1% | -69.36% | 減碼 |
| 31 | ITW | Illinois Tool Works | -0.1% | -43.69% | 減碼 |
| 32 | LEN | Lennar Corp-a | -0.2% | EXIT | 清倉 |
| 33 | PEP | Pepsico Inc | -0.2% | -29.74% | 減碼 |
| 34 | PANW | Palo Alto Networks Inc | -0.2% | +21.14% | 加碼 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -14.43% | 減碼 |
| 36 | COST | Costco Wholesale CORP | -0.2% | -16.79% | 減碼 |
| 37 | ACN | Accenture plc | -0.2% | -30.42% | 減碼 |
| 38 | JNJ | Johnson & Johnson | -0.2% | -5.31% | 減碼 |
| 39 | IWV | Ishares Russell 3000 ETF | -0.2% | EXIT | 清倉 |
| 40 | VZ | Verizon Communications Inc | -0.2% | -5.23% | 減碼 |
| 41 | LLY | Eli Lilly & Co | -0.2% | -9.11% | 減碼 |
| 42 | UGI | Ugi CORP | -0.2% | EXIT | 清倉 |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | -29.46% | 減碼 |
| 44 | PM | Philip Morris International | -0.3% | -27.91% | 減碼 |
| 45 | MO | Altria Group Inc | -0.3% | -24.52% | 減碼 |
| 46 | AAPL | Apple Inc | -0.3% | -4.85% | 減碼 |
| 47 | LPLA | Lpl Financial Holdings Inc | -0.4% | EXIT | 清倉 |
| 48 | XOM | Exxon Mobil CORP | -0.6% | -35.20% | 減碼 |
| 49 | VOO | Vanguard S&p 500 ETF | -0.7% | -93.70% | 減碼 |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -0.9% | -54.28% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Symphony Financial, Ltd. Co. 在 Q4 2024 季度的美股持倉總市值約為 US$9.1億，共申報了 222 個公開持股部位。
在 Q4 2024 季度，Symphony Financial, Ltd. Co. 按市值排列的前三大核心持股分別為：SPTM (5.9%)、NVDA (5.5%)、SPYG (4.7%)。其中最大持股部位 SPTM 佔據整體投資組合約 5.9% 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
AGG
市值: US$162.9萬
本季最大獲利了結 / 清倉標的
LPLA
前期市值: US$248.2萬
在 Q4 2024 季度中，Symphony Financial, Ltd. Co. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 22 個部位、減碼 20 個部位以及清倉 4 個部位。 其中最大新建倉標的為 AGG。 本季清倉部位包含 LPLA。
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。