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: 0001629931
申報總市值
US$11.0億
US$11.0億
159 檔
16.8%
在 Q3 2024 申報期間，Teamwork Financial Advisors, LLC（CIK: 0001629931）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$11.0億，共持有 159 個公開申報部位。
Q3 2024 數據顯示 Teamwork Financial Advisors, LLC 積極進場，新開立 9 個部位並同步加碼 20 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Teamwork Financial Advisors, LLC 的前 5 大核心持股（包含 AAPL, JEPI, AMZN 等）合計佔整體申報市值的 16.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 8.21% | -0.15% | +4.26% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.85% | -0.05% | -0.54% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.62% | -0.43% | -3.57% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.44% | -0.44% | +5.19% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.56% | -0.51% | +3.85% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.09% | -0.02% | -1.40% | |
| 7 | ANETEUR | Arista Networks Inc | 股票-其他 | 2.94% | — | +9.61% | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 2.90% | — | +1.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.58% | +0.14% | -0.19% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.49% | +0.99% | +46.27% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.47% | +0.02% | -1.98% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.44% | +0.68% | -7.36% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 2.43% | -0.10% | +19.52% | |
| 14 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.37% | -0.02% | +0.56% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.29% | -0.33% | +258.85% | |
| 16 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型股 | 2.22% | — | +13.94% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.21% | -0.17% | -5.36% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.19% | -1.04% | +41.35% | |
| 19 | CAT | Caterpillar Inc | 股票-工業 | 2.19% | +0.16% | +5.45% | |
| 20 | TDG | Transdigm Group Inc | 股票-工業 | 2.16% | — | +9.05% | |
| 21 | GWW | Ww Grainger Inc | 股票-工業 | 1.99% | — | +4.01% | |
| 22 | AMGN | Amgen Inc | 股票-醫療保健 | 1.97% | -0.34% | +4946.44% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | -0.17% | -1.15% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 1.84% | -0.65% | -9.28% | |
| 25 | FANG | Diamondback Energy Inc | 股票-能源 | 1.84% | -0.15% | -40.92% | |
| 26 | WMB | Williams Cos Inc | 股票-能源 | 1.77% | — | +2955.24% | |
| 27 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 1.72% | — | +2490.00% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.70% | — | +2082.67% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 1.17% | +0.07% | +9.11% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | -0.75% | -0.18% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.85% | +0.25% | +23.91% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.68% | -0.16% | +11.73% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.67% | -0.02% | +4.45% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.65% | — | +1588.13% | |
| 35 | AXON | Axon Enterprise Inc | 股票-工業 | 0.59% | -0.01% | +39.56% | |
| 36 | ZS | Zscaler Inc | 股票-科技 | 0.52% | — | +10.90% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.08% | -4.53% | |
| 38 | KLAC | Kla CORP | 股票-科技 | 0.50% | +0.54% | +8.43% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.50% | — | -37.74% | |
| 40 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.49% | -0.10% | +19.43% | |
| 41 | EMR | Emerson Electric Co | 股票-工業 | 0.45% | -0.35% | — | |
| 42 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.45% | — | — | |
| 43 | VLO | Valero Energy CORP | 股票-能源 | 0.43% | -0.05% | — | |
| 44 | SPGI | S&p Global Inc | 股票-金融 | 0.43% | -0.03% | EXIT | |
| 45 | IR | Ingersoll-rand Inc | 股票-工業 | 0.40% | — | — | |
| 46 | DIVY | Tidal ETF Trust - Sound Equity Income ETF | ETF-其他 | 0.38% | — | -3.91% | |
| 47 | GRMN | Garmin Ltd. | 股票-科技 | 0.38% | -0.12% | EXIT | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.36% | -0.05% | +1.03% | |
| 49 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.35% | -0.04% | -16.15% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.31% | +0.01% | -30.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +1.9% | +4946.44% | 加碼 |
| 2 | WMB | Williams Cos Inc | +1.7% | +2955.24% | 加碼 |
| 3 | JPME | JPM Diver Ret US Mc Equity | +1.7% | +2490.00% | 加碼 |
| 4 | COST | Costco Wholesale CORP | +1.6% | +258.85% | 加碼 |
| 5 | IJR | Ishares Core S&p Small-cap E | +1.6% | +2082.67% | 加碼 |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +46.27% | 加碼 |
| 7 | VRTX | Vertex Pharmaceuticals Inc | +0.6% | +1588.13% | 加碼 |
| 8 | AAPL | Apple Inc | +0.6% | +4.26% | 加碼 |
| 9 | XLF | Ss Financial Select Sector | +0.5% | +19.52% | 加碼 |
| 10 | EMR | Emerson Electric Co | +0.5% | NEW | 新建倉 |
| 11 | CL | Colgate-palmolive Co | +0.5% | NEW | 新建倉 |
| 12 | VLO | Valero Energy CORP | +0.4% | NEW | 新建倉 |
| 13 | SPGI | S&p Global Inc | +0.4% | NEW | 新建倉 |
| 14 | IR | Ingersoll-rand Inc | +0.4% | NEW | 新建倉 |
| 15 | JPSE | JPM Diversified Rt Small Cap | +0.3% | +13.94% | 加碼 |
| 16 | ANETEUR | Arista Networks Inc | +0.3% | +9.61% | 加碼 |
| 17 | CAT | Caterpillar Inc | +0.3% | +5.45% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.3% | +9.11% | 加碼 |
| 19 | LDOS | Leidos Holdings Inc | +0.3% | NEW | 新建倉 |
| 20 | TDG | Transdigm Group Inc | +0.3% | +9.05% | 加碼 |
| 21 | AXON | Axon Enterprise Inc | +0.3% | +39.56% | 加碼 |
| 22 | GRMN | Garmin Ltd. | +0.2% | +173.71% | 加碼 |
| 23 | GWW | Ww Grainger Inc | +0.2% | +4.01% | 加碼 |
| 24 | SBUX | Starbucks CORP | +0.2% | NEW | 新建倉 |
| 25 | O | Realty Income CORP | +0.2% | NEW | 新建倉 |
| 26 | NKE | Nike Inc -cl B | +0.2% | NEW | 新建倉 |
| 27 | AMD | Advanced Micro Devices | +0.1% | +23.91% | 加碼 |
| 28 | ORCL | Oracle CORP | +0.1% | -7.36% | 減碼 |
| 29 | ISRG | Intuitive Surgical Inc | +0.1% | +0.56% | 加碼 |
| 30 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | +1.84% | 加碼 |
| 31 | XLI | Ss Industrial Select Sector | +0.1% | -1.98% | 減碼 |
| 32 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -0.54% | 減碼 |
| 33 | DVN | Devon Energy CORP | -0.2% | -64.42% | 減碼 |
| 34 | STZ | Constellation Brands Inc-a | -0.2% | -72.51% | 減碼 |
| 35 | COP | Conocophillips | -0.3% | -84.75% | 減碼 |
| 36 | DECK | Deckers Outdoor CORP | -0.3% | -11.56% | 減碼 |
| 37 | CRM | Salesforce Inc | -0.3% | -85.63% | 減碼 |
| 38 | PSX | Phillips 66 | -0.3% | -78.91% | 減碼 |
| 39 | JEPQ | JPM Nasdaq Equity Premium | -0.4% | -37.74% | 減碼 |
| 40 | ODFL | Old Dominion Freight Line | -0.4% | -86.94% | 減碼 |
| 41 | MPC | Marathon Petroleum CORP | -0.5% | -76.33% | 減碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.19% | 減碼 |
| 43 | AMZN | Amazon.com Inc | -0.7% | -3.57% | 減碼 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -1.4% | -91.25% | 減碼 |
| 45 | LLY | Eli Lilly & Co | -1.4% | -89.19% | 減碼 |
| 46 | CMG | Chipotle Mexican Grill Inc | -1.5% | -87.82% | 減碼 |
| 47 | EOG | Eog Resources Inc | -1.6% | -90.22% | 減碼 |
| 48 | IJH | Ishares Core S&p Midcap ETF | -1.7% | -90.02% | 減碼 |
| 49 | NOW | Servicenow Inc | -1.7% | -87.32% | 減碼 |
| 50 | FANG | Diamondback Energy Inc | -2% | -40.92% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Teamwork Financial Advisors, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$11.0億，共申報了 159 個公開持股部位。
在 Q3 2024 季度，Teamwork Financial Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (8.2%)、JEPI (4.8%)、AMZN (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.2% 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
EMR
市值: US$327.5萬
本季最大獲利了結 / 清倉標的
AMZN
前期市值: US$3583.7萬
在 Q3 2024 季度中，Teamwork Financial Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 20 個部位、減碼 21 個部位以及清倉 0 個部位。 其中最大新建倉標的為 EMR。
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。