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: 0001085936
申報總市值
US$50.2億
US$50.2億
336 檔
6.8%
截至 Q3 2024 季度末，Systematic Financial Management LP 的美股持倉估值約為 US$50.2億，全數申報部位共有 336 檔。
在 Q3 2024 期間，Systematic Financial Management LP 的持倉組合保持高度穩定，未出現顯著的大幅度增減碼操作，顯示機構對現有持股結構維持較高之延續性。
整體而言，Systematic Financial Management LP 的前 5 大持股（包含 EME, MGY, MLI）貢獻了組合市值的 6.8%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 336 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 | EME | Emcor Group Inc | 股票-工業 | 1.84% | -0.31% | +5.74% | |
| 2 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 1.82% | -0.62% | +7.49% | |
| 3 | MLI | Mueller Industries Inc | 股票-工業 | 1.77% | -0.11% | +1.59% | |
| 4 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.74% | +0.01% | -37.51% | |
| 5 | NWE | Northwestern Energy Group In | 股票-公用事業 | 1.56% | -0.11% | +11.83% | |
| 6 | 62C | Piper Sandler Cos | 股票-其他 | 1.42% | — | +3.43% | |
| 7 | KBR | Kbr Inc | 股票-工業 | 1.30% | +0.16% | +7.67% | |
| 8 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.29% | -0.89% | -10.52% | |
| 9 | WAFD | Wafd Inc | 股票-其他 | 1.27% | +0.08% | +21.45% | |
| 10 | CW | Curtiss-wright CORP | 股票-工業 | 1.23% | -0.34% | -0.94% | |
| 11 | GVA | Granite Construction Inc | 股票-工業 | 1.22% | +0.18% | +3.17% | |
| 12 | ICFI | Icf International Inc | 股票-其他 | 1.19% | +0.03% | +0.90% | |
| 13 | WBS | Webster Financial CORP | 股票-金融 | 1.14% | -0.28% | +12.56% | |
| 14 | EHC | Encompass Health CORP | 股票-醫療保健 | 1.14% | -0.10% | +8.25% | |
| 15 | SBRA | Sabra Health Care Reit Inc | 股票-房地產 | 1.09% | -0.12% | +9.15% | |
| 16 | EG | Everest Group, Ltd. | 股票-金融 | 1.04% | -0.09% | +10.22% | |
| 17 | KBH | Kb Home | 股票-循環性消費 | 1.02% | — | +6.42% | |
| 18 | OSIS | Osi Systems Inc | 股票-科技 | 1.02% | -0.39% | +13.42% | |
| 19 | LYTS | Lsi Industries Inc | 股票-其他 | 1.00% | +0.19% | +7.12% | |
| 20 | ANF | Abercrombie & Fitch Co-cl A | 股票-循環性消費 | 0.99% | -0.12% | +18.34% | |
| 21 | INVA | Innoviva Inc | 股票-其他 | 0.97% | -0.16% | +4.74% | |
| 22 | SF | Stifel Financial CORP | 股票-金融 | 0.97% | -0.19% | +7.89% | |
| 23 | MSGE | Madison Square Garden Entert | 股票-其他 | 0.97% | +0.17% | +5.35% | |
| 24 | OC | Owens Corning | 股票-工業 | 0.95% | +0.12% | +13.89% | |
| 25 | TRST | Trustco Bank CORP Ny | 股票-其他 | 0.93% | +0.03% | +16.97% | |
| 26 | PRGS | Progress Software CORP | 股票-其他 | 0.93% | +0.06% | +10.46% | |
| 27 | PFS | Provident Financial Services | 股票-其他 | 0.89% | -0.07% | +11.74% | |
| 28 | LRN | Stride Inc | 股票-非循環性消費 | 0.89% | -0.07% | +0.31% | |
| 29 | UMBF | Umb Financial CORP | 股票-金融 | 0.86% | +0.07% | +438.78% | |
| 30 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 0.86% | -0.52% | +12.64% | |
| 31 | SPB | Spectrum Brands Holdings Inc | 股票-其他 | 0.84% | +0.01% | +7.48% | |
| 32 | PRGO | Perrigo Company plc | 股票-醫療保健 | 0.84% | -0.07% | +10.29% | |
| 33 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.83% | +0.10% | +13.17% | |
| 34 | SD2 | Sandy Spring Bancorp Inc | 股票-其他 | 0.82% | — | +13.36% | |
| 35 | REX | Rex American Resources CORP | 股票-其他 | 0.82% | -0.23% | +8.26% | |
| 36 | SAIC | Science Applications Inte | 股票-科技 | 0.82% | +0.09% | +9.24% | |
| 37 | ONTO | Onto Innovation Inc | 股票-科技 | 0.81% | +0.08% | +2.24% | |
| 38 | JAZZ | Jazz Pharmaceuticals plc | 股票-醫療保健 | 0.81% | +0.06% | +11.66% | |
| 39 | DCOM | Dime Commercial Bancshares I | 股票-其他 | 0.80% | +0.02% | +15.14% | |
| 40 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.80% | +0.08% | +111.00% | |
| 41 | ORI | Old Republic Intl CORP | 股票-金融 | 0.80% | -0.12% | +9.64% | |
| 42 | AEO | American Eagle Outfitters | 股票-循環性消費 | 0.80% | +0.02% | +8.77% | |
| 43 | APLE | Apple Hospitality Reit Inc | 股票-房地產 | 0.79% | +0.14% | +10.95% | |
| 44 | AHQ | American Woodmark CORP | 股票-其他 | 0.79% | -0.35% | EXIT | |
| 45 | COLB | Columbia Banking System Inc | 股票-金融 | 0.77% | -0.02% | +29.55% | |
| 46 | EXEL | Exelixis Inc | 股票-醫療保健 | 0.77% | — | +7.11% | |
| 47 | CMC | Commercial Metals Co | 股票-工業 | 0.77% | -0.08% | +8.05% | |
| 48 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.77% | -0.16% | +2.43% | |
| 49 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 0.76% | +1.05% | +27.99% | |
| 50 | EBC | Eastern Bankshares Inc | 股票-其他 | 0.72% | -0.05% | +595.73% |
根據 SEC 官方 Form 13F 申報備案，Systematic Financial Management LP 在 Q3 2024 季度的美股持倉總市值約為 US$50.2億，共申報了 336 個公開持股部位。
在 Q3 2024 季度，Systematic Financial Management LP 按市值排列的前三大核心持股分別為：EME (1.8%)、MGY (1.8%)、MLI (1.8%)。其中最大持股部位 EME 佔據整體投資組合約 1.8% 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。
在 Q3 2024 季度中，Systematic Financial Management LP 的持倉組合維持高度穩定，未出現大規模調倉操作。
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。