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: 0001859918
申報總市值
US$20.8億
US$20.8億
303 檔
27.1%
根據最新整理的 13F 季度數據集，Tectonic Advisors LLC 於 Q3 2024 結束時的管理資產規模為 US$20.8億。該機構在本季度申報了 303 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Tectonic Advisors LLC 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 41 個既有持股進行加碼（合計增持 43 檔），相較減碼與清倉部位顯著佔優。
整體而言，Tectonic Advisors LLC 的前 5 大持股（包含 BOND, VEA, TOTL）貢獻了組合市值的 27.1%，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 303 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 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 11.30% | -0.52% | +1.16% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.11% | +0.13% | +3.55% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 6.35% | -0.32% | +1.73% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.10% | +0.65% | +4.39% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.99% | +0.49% | +3.06% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.99% | +0.03% | +0.31% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.63% | -0.09% | +6.29% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.17% | -0.05% | +7.75% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.11% | -0.05% | -17.17% | |
| 10 | ABEQ | Absolute Select Value ETF | ETF-其他 | 1.47% | -0.13% | -2.40% | |
| 11 | VIST | Vista Energy Sab De Cv | 股票-其他 | 1.25% | — | +13.06% | |
| 12 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 1.19% | -0.01% | +17.65% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.18% | +0.10% | +5.11% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.08% | +0.03% | -2.12% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.07% | +0.13% | -12.17% | |
| 16 | EPD | Enterprise Products Partners | 股票-能源 | 1.03% | -0.07% | +7.31% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.97% | +0.10% | +5.44% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.78% | +0.05% | +4.12% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.78% | -0.14% | -26.41% | |
| 20 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.75% | -0.06% | +5.89% | |
| 21 | IRM | Iron Mountain Inc | 股票-房地產 | 0.74% | +0.09% | +2.39% | |
| 22 | MLPA | Global X Mlp ETF | ETF-其他 | 0.73% | -0.06% | +9.30% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | +0.09% | +11.20% | |
| 24 | LKQ | Lkq CORP | 股票-循環性消費 | 0.67% | -0.27% | +16.02% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.66% | +0.02% | +4.37% | |
| 26 | ENB | Enbridge Inc | 股票-能源 | 0.64% | -0.05% | +12.26% | |
| 27 | PGR | Progressive CORP | 股票-金融 | 0.63% | -0.02% | -0.06% | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.60% | -0.17% | +9.50% | |
| 29 | OKE | Oneok Inc | 股票-能源 | 0.60% | -0.09% | +11.63% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.59% | +0.20% | +16.32% | |
| 31 | CLH | Clean Harbors Inc | 股票-工業 | 0.59% | -0.20% | -25.16% | |
| 32 | NNN | Nnn Reit Inc | 股票-房地產 | 0.58% | +0.05% | +13.34% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | +0.07% | +961.90% | |
| 34 | T | At&t Inc | 股票-通訊服務 | 0.57% | -0.23% | +12.07% | |
| 35 | HTGC | Hercules Capital Inc | 股票-金融 | 0.56% | +0.06% | +16.97% | |
| 36 | MPLX | Mplx LP | 股票-能源 | 0.55% | -0.04% | +13.88% | |
| 37 | MAIN | Main Street Capital CORP | 股票-金融 | 0.55% | +0.36% | NEW | |
| 38 | CRH | CRH plc | 股票-原物料 | 0.54% | -0.05% | +13.96% | |
| 39 | CSWC | Capital Southwest CORP | 股票-其他 | 0.54% | +0.41% | NEW | |
| 40 | GPK | Graphic Packaging Holding Co | 股票-循環性消費 | 0.53% | — | -14.94% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | +0.06% | +4.67% | |
| 42 | ARCC | Ares Capital CORP | 股票-金融 | 0.52% | +0.04% | +20.26% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | +0.09% | +5.04% | |
| 44 | ET | Energy Transfer LP | 股票-能源 | 0.51% | -0.04% | +15.50% | |
| 45 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.50% | -0.69% | +21.49% | |
| 46 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.50% | — | +12.34% | |
| 47 | MO | Altria Group Inc | 股票-非循環性消費 | 0.49% | +0.03% | +14.08% | |
| 48 | HAS | Hasbro Inc | 股票-循環性消費 | 0.48% | -0.11% | +14.07% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.47% | -0.02% | +11.92% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.47% | +0.01% | +10.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CIEN | Ciena CORP | +0.2% | NEW | 新建倉 |
| 2 | ORCL | Oracle CORP | +0.2% | NEW | 新建倉 |
| 3 | IBM | Intl Business Machines CORP | +0.2% | +11.20% | 加碼 |
| 4 | IRM | Iron Mountain Inc | +0.1% | +2.39% | 加碼 |
| 5 | FLXR | Tcw Flexible Income ETF | +0.1% | +17.65% | 加碼 |
| 6 | MAS | Masco CORP | +0.1% | +16.86% | 加碼 |
| 7 | CRH | CRH plc | +0.1% | +13.96% | 加碼 |
| 8 | HAS | Hasbro Inc | +0.1% | +14.07% | 加碼 |
| 9 | ENB | Enbridge Inc | +0.1% | +12.26% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.1% | +16.32% | 加碼 |
| 11 | O | Realty Income CORP | +0.1% | +16.48% | 加碼 |
| 12 | GILD | Gilead Sciences Inc | +0.1% | +15.15% | 加碼 |
| 13 | VICI | Vici Properties Inc | +0.1% | +17.51% | 加碼 |
| 14 | NNN | Nnn Reit Inc | +0.1% | +13.34% | 加碼 |
| 15 | T | At&t Inc | +0.1% | +12.07% | 加碼 |
| 16 | DOC | Healthpeak Properties Inc | +0.1% | +12.34% | 加碼 |
| 17 | OKE | Oneok Inc | +0.1% | +11.63% | 加碼 |
| 18 | KEX | Kirby CORP | +0.1% | +27.65% | 加碼 |
| 19 | MO | Altria Group Inc | +0.1% | +14.08% | 加碼 |
| 20 | AMH | American Homes 4 Rent- A | +0.1% | +28.34% | 加碼 |
| 21 | ABBV | Abbvie Inc | +0.1% | +12.19% | 加碼 |
| 22 | ED | Consolidated Edison Inc | +0.1% | +14.45% | 加碼 |
| 23 | MSM | Msc Industrial Direct Co-a | +0.1% | +27.01% | 加碼 |
| 24 | DUK | Duke Energy CORP | +0.1% | +13.78% | 加碼 |
| 25 | PAYX | Paychex Inc | +0.1% | +16.52% | 加碼 |
| 26 | USRT | Ishares Core US Reit ETF | +0.1% | +4.12% | 加碼 |
| 27 | PGR | Progressive CORP | +0.1% | -0.06% | 減碼 |
| 28 | AAPL | Apple Inc | +0.1% | +16.58% | 加碼 |
| 29 | KO | Coca-cola Co/the | +0.1% | +10.74% | 加碼 |
| 30 | HRB | H&r Block Inc | +0.1% | +6.71% | 加碼 |
| 31 | AGG | Ishares Core U.s. Aggregate | 0% | +7.75% | 加碼 |
| 32 | VO | Vanguard Mid-cap ETF | 0% | +5.11% | 加碼 |
| 33 | VNQ | Vanguard Real Estate ETF | 0% | -2.12% | 減碼 |
| 34 | VB | Vanguard Small-cap ETF | 0% | +5.44% | 加碼 |
| 35 | VZ | Verizon Communications Inc | 0% | +9.50% | 加碼 |
| 36 | ARCC | Ares Capital CORP | 0% | +20.26% | 加碼 |
| 37 | MPLX | Mplx LP | 0% | +13.88% | 加碼 |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | +3.55% | 加碼 |
| 39 | BND | Vanguard Total Bond Market | 0% | +6.29% | 加碼 |
| 40 | VIST | Vista Energy Sab De Cv | — | +13.06% | 加碼 |
| 41 | VOO | Vanguard S&p 500 ETF | 0% | +4.39% | 加碼 |
| 42 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.31% | 加碼 |
| 43 | ABEQ | Absolute Select Value ETF | -0.1% | -2.40% | 減碼 |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.1% | +3.06% | 加碼 |
| 45 | CLH | Clean Harbors Inc | -0.2% | -25.16% | 減碼 |
| 46 | TOTL | Ss Doubleline Tr Tact ETF | -0.3% | +1.73% | 加碼 |
| 47 | VC | Visteon CORP | -0.3% | EXIT | 清倉 |
| 48 | USFR | Wisdomtree Floating Rate Tre | -0.4% | -26.41% | 減碼 |
| 49 | BOND | Pimco Active Bond Exchange-t | -0.6% | +1.16% | 加碼 |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.7% | -17.17% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Tectonic Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$20.8億，共申報了 303 個公開持股部位。
在 Q3 2024 季度，Tectonic Advisors LLC 按市值排列的前三大核心持股分別為：BOND (11.3%)、VEA (9.1%)、TOTL (6.3%)。其中最大持股部位 BOND 佔據整體投資組合約 11.3% 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
CIEN
市值: US$356.2萬
本季最大獲利了結 / 清倉標的
VC
前期市值: US$427.7萬
在 Q3 2024 季度中，Tectonic Advisors LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 41 個部位、減碼 6 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CIEN。 本季清倉部位包含 VC。
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。