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
160 檔
18.8%
根據最新整理的 13F 季度數據集，Teamwork Financial Advisors, LLC 於 Q4 2024 結束時的管理資產規模為 US$11.0億。該機構在本季度申報了 160 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Teamwork Financial Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 18 個新部位，並對 13 個既有持股進行加碼（合計增持 31 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, AMZN, JEPI）占據了總市值的 18.8%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 8.46% | -0.15% | +0.19% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.03% | -0.43% | +18.16% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.69% | -0.05% | +6.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -0.44% | +1.90% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.58% | -0.51% | -2.82% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 3.19% | +0.07% | +87.28% | |
| 7 | ANET | Arista Networks Inc | 股票-科技 | 3.08% | +0.08% | — | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.96% | -0.02% | +4.59% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.84% | +0.14% | +2.69% | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 2.80% | — | +8.64% | |
| 11 | XLF | Ss Financial Select Sector | ETF-其他 | 2.75% | -0.10% | +13.43% | |
| 12 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.58% | -0.02% | +9.42% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.44% | -0.33% | +9.99% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.43% | +0.02% | +7.97% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.34% | +0.99% | +0.77% | |
| 16 | TDG | Transdigm Group Inc | 股票-工業 | 2.24% | — | +24.59% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.15% | -0.17% | +1.66% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 2.10% | -0.65% | -3.29% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.09% | -0.17% | +3.52% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.97% | +0.68% | -11.63% | |
| 21 | GWW | Ww Grainger Inc | 股票-工業 | 1.86% | — | -1.73% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.79% | — | +13.77% | |
| 23 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 1.69% | — | +7.36% | |
| 24 | WMB | Williams Cos Inc | 股票-能源 | 1.49% | — | -24.22% | |
| 25 | FANG | Diamondback Energy Inc | 股票-能源 | 1.38% | -0.15% | -15.72% | |
| 26 | LDOS | Leidos Holdings Inc | 股票-科技 | 1.32% | — | +497.86% | |
| 27 | AMGN | Amgen Inc | 股票-醫療保健 | 1.15% | -0.34% | -22.50% | |
| 28 | UBER | Uber Technologies Inc | 股票-工業 | 1.10% | -0.05% | +1907.05% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -0.75% | +0.69% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.89% | -1.04% | -64.37% | |
| 31 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 0.86% | — | — | |
| 32 | AXP | American Express Co | 股票-金融 | 0.70% | -0.02% | +2.72% | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.69% | -0.16% | +102.14% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.65% | +0.25% | +11.02% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.65% | +0.16% | -65.59% | |
| 36 | AXON | Axon Enterprise Inc | 股票-工業 | 0.61% | -0.01% | -25.79% | |
| 37 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.54% | — | +12.87% | |
| 38 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.53% | -0.10% | +3.05% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 0.47% | -0.03% | EXIT | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | -0.05% | +7.79% | |
| 41 | GRMN | Garmin Ltd. | 股票-科技 | 0.42% | -0.12% | EXIT | |
| 42 | EMR | Emerson Electric Co | 股票-工業 | 0.41% | -0.35% | -14.34% | |
| 43 | IR | Ingersoll-rand Inc | 股票-工業 | 0.39% | — | +13.78% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | -0.08% | -17.04% | |
| 45 | PWR | Quanta Services Inc | 股票-工業 | 0.38% | -0.08% | — | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | — | — | |
| 47 | SFY | Sofi Select 500 ETF | ETF-其他 | 0.37% | -0.01% | — | |
| 48 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.37% | -0.15% | — | |
| 49 | VLO | Valero Energy CORP | 股票-能源 | 0.37% | -0.05% | +0.18% | |
| 50 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型股 | 0.35% | — | -82.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +3.1% | NEW | 新建倉 |
| 2 | TSLA | Tesla Inc | +2% | +87.28% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +1.4% | +18.16% | 加碼 |
| 4 | LDOS | Leidos Holdings Inc | +1.1% | +497.86% | 加碼 |
| 5 | UBER | Uber Technologies Inc | +1% | +1907.05% | 加碼 |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.9% | NEW | 新建倉 |
| 7 | PWR | Quanta Services Inc | +0.4% | NEW | 新建倉 |
| 8 | JNJ | Johnson & Johnson | +0.4% | NEW | 新建倉 |
| 9 | SFY | Sofi Select 500 ETF | +0.4% | NEW | 新建倉 |
| 10 | BNY | Bank Of New York Mellon CORP | +0.4% | NEW | 新建倉 |
| 11 | XLF | Ss Financial Select Sector | +0.3% | +13.43% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.3% | NEW | 新建倉 |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.3% | NEW | 新建倉 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.69% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.3% | -3.29% | 減碼 |
| 16 | AAPL | Apple Inc | +0.3% | +0.19% | 加碼 |
| 17 | CBRE | Cbre Group Inc - A | +0.2% | NEW | 新建倉 |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | NEW | 新建倉 |
| 19 | EXPE | Expedia Group Inc | +0.2% | NEW | 新建倉 |
| 20 | PGR | Progressive CORP | +0.2% | NEW | 新建倉 |
| 21 | ETN | Eaton Corporation plc | +0.2% | NEW | 新建倉 |
| 22 | ISRG | Intuitive Surgical Inc | +0.2% | +9.42% | 加碼 |
| 23 | BA | Boeing Co/the | +0.2% | NEW | 新建倉 |
| 24 | JPM | Jpmorgan Chase & Co | +0.2% | +3.52% | 加碼 |
| 25 | ASML | ASML Holding N.V. | +0.2% | NEW | 新建倉 |
| 26 | MLPX | Global X Mlp & Energy Infras | +0.2% | +159.36% | 加碼 |
| 27 | PFE | Pfizer Inc | +0.2% | NEW | 新建倉 |
| 28 | SMCI | Super Micro Computer Inc | +0.2% | NEW | 新建倉 |
| 29 | COST | Costco Wholesale CORP | +0.2% | +9.99% | 加碼 |
| 30 | PLD | Prologis Inc | +0.2% | NEW | 新建倉 |
| 31 | IJR | Ishares Core S&p Small-cap E | +0.1% | +13.77% | 加碼 |
| 32 | TDG | Transdigm Group Inc | +0.1% | +24.59% | 加碼 |
| 33 | NVDA | Nvidia CORP | 0% | -2.82% | 減碼 |
| 34 | FCX | Freeport-mcmoran Inc | -0.2% | EXIT | 清倉 |
| 35 | SBUX | Starbucks CORP | -0.2% | EXIT | 清倉 |
| 36 | XLK | Ss Technology Select Sector | -0.2% | EXIT | 清倉 |
| 37 | KLAC | Kla CORP | -0.2% | -29.59% | 減碼 |
| 38 | SMCIUSD | Super Micro Computer Inc | -0.3% | EXIT | 清倉 |
| 39 | WMB | Williams Cos Inc | -0.3% | -24.22% | 減碼 |
| 40 | DIVY | Tidal ETF Trust - Sound Equity Income ETF | -0.4% | EXIT | 清倉 |
| 41 | CL | Colgate-palmolive Co | -0.4% | -83.32% | 減碼 |
| 42 | ZS | Zscaler Inc | -0.4% | -79.97% | 減碼 |
| 43 | FANG | Diamondback Energy Inc | -0.5% | -15.72% | 減碼 |
| 44 | ORCL | Oracle CORP | -0.5% | -11.63% | 減碼 |
| 45 | VRTX | Vertex Pharmaceuticals Inc | -0.5% | -73.09% | 減碼 |
| 46 | AMGN | Amgen Inc | -0.8% | -22.50% | 減碼 |
| 47 | CRWD | Crowdstrike Holdings Inc - A | -1.3% | -64.37% | 減碼 |
| 48 | CAT | Caterpillar Inc | -1.5% | -65.59% | 減碼 |
| 49 | JPSE | JPM Diversified Rt Small Cap | -1.9% | -82.62% | 減碼 |
| 50 | ANETEUR | Arista Networks Inc | -2.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Teamwork Financial Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$11.0億，共申報了 160 個公開持股部位。
在 Q4 2024 季度，Teamwork Financial Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (8.5%)、AMZN (6.0%)、JEPI (4.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.5% 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
ANET
市值: US$2367.2萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$2121.3萬
在 Q4 2024 季度中，Teamwork Financial Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 18 個部位、加碼 13 個部位、減碼 13 個部位以及清倉 6 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。