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
319 檔
25.9%
在 Q4 2024 申報期間，Tectonic Advisors LLC（CIK: 0001859918）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$20.8億，共持有 319 個公開申報部位。
Tectonic Advisors LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 31 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 BOND, VEA, VOO）累計市值佔比達 25.9%，是驅動 Tectonic Advisors LLC 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 319 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 | 9.60% | -0.52% | -10.81% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.64% | +0.13% | +5.01% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.38% | +0.65% | +2.73% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 6.25% | -0.32% | +3.74% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.17% | +0.49% | +2.77% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.85% | +0.03% | +3.70% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.55% | -0.09% | +1.36% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.02% | -0.05% | -2.41% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.89% | -0.05% | -9.97% | |
| 10 | ABEQ | Absolute Select Value ETF | ETF-其他 | 1.39% | -0.13% | -1.48% | |
| 11 | VIST | Vista Energy Sab De Cv | 股票-其他 | 1.35% | — | -11.55% | |
| 12 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 1.25% | -0.01% | +8.66% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.21% | +0.10% | +3.00% | |
| 14 | EPD | Enterprise Products Partners | 股票-能源 | 1.16% | -0.07% | +5.39% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.11% | +0.13% | +1.38% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.01% | +0.10% | +3.35% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.00% | +0.03% | +2.14% | |
| 18 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.87% | -0.14% | +12.44% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | +0.07% | +2.35% | |
| 20 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.76% | -0.06% | -0.29% | |
| 21 | MLPA | Global X Mlp ETF | ETF-其他 | 0.75% | -0.06% | +0.15% | |
| 22 | ENB | Enbridge Inc | 股票-能源 | 0.73% | -0.05% | +9.84% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.73% | +0.05% | +0.31% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | +0.09% | +5.77% | |
| 25 | MAIN | Main Street Capital CORP | 股票-金融 | 0.71% | +0.36% | NEW | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.70% | +0.20% | +5.86% | |
| 27 | IRM | Iron Mountain Inc | 股票-房地產 | 0.69% | +0.09% | +4.49% | |
| 28 | OKE | Oneok Inc | 股票-能源 | 0.68% | -0.09% | +4.05% | |
| 29 | ET | Energy Transfer LP | 股票-能源 | 0.67% | -0.04% | +7.90% | |
| 30 | HTGC | Hercules Capital Inc | 股票-金融 | 0.65% | +0.06% | +14.04% | |
| 31 | MPLX | Mplx LP | 股票-能源 | 0.64% | -0.04% | +8.48% | |
| 32 | T | At&t Inc | 股票-通訊服務 | 0.62% | -0.23% | +6.27% | |
| 33 | ARCC | Ares Capital CORP | 股票-金融 | 0.62% | +0.04% | +13.62% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.61% | +0.02% | +3.39% | |
| 35 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.60% | -0.69% | +15.40% | |
| 36 | LKQ | Lkq CORP | 股票-循環性消費 | 0.60% | -0.27% | -3.15% | |
| 37 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.58% | -0.17% | +8.72% | |
| 38 | CLH | Clean Harbors Inc | 股票-工業 | 0.58% | -0.20% | +3.64% | |
| 39 | NNN | Nnn Reit Inc | 股票-房地產 | 0.57% | +0.05% | +17.77% | |
| 40 | PGR | Progressive CORP | 股票-金融 | 0.57% | -0.02% | -4.00% | |
| 41 | CSWC | Capital Southwest CORP | 股票-其他 | 0.57% | +0.41% | NEW | |
| 42 | MO | Altria Group Inc | 股票-非循環性消費 | 0.56% | +0.03% | +10.90% | |
| 43 | CRH | CRH plc | 股票-原物料 | 0.55% | -0.05% | +1.10% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.54% | +0.06% | +2.95% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | +0.09% | +2.39% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | +0.01% | +14.03% | |
| 47 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.49% | -0.09% | +7.37% | |
| 48 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.49% | — | +10.86% | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | +0.10% | +15.67% | |
| 50 | AAPL | Apple Inc | 股票-科技 | 0.48% | — | +2.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGI | Somnigroup International Inc | +0.3% | NEW | 新建倉 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +2.73% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.2% | +2.35% | 加碼 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.77% | 加碼 |
| 5 | CIEN | Ciena CORP | +0.2% | +27.65% | 加碼 |
| 6 | MAIN | Main Street Capital CORP | +0.2% | +11.13% | 加碼 |
| 7 | ET | Energy Transfer LP | +0.2% | +7.90% | 加碼 |
| 8 | EPD | Enterprise Products Partners | +0.1% | +5.39% | 加碼 |
| 9 | PNW | Pinnacle West Capital Corporation | +0.1% | +20.88% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 11 | RBA | Rb Global Inc | +0.1% | +22.24% | 加碼 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +5.86% | 加碼 |
| 13 | VIST | Vista Energy Sab De Cv | +0.1% | -11.55% | 減碼 |
| 14 | OBDC | Blue Owl Capital CORP | +0.1% | +15.40% | 加碼 |
| 15 | ARCC | Ares Capital CORP | +0.1% | +13.62% | 加碼 |
| 16 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +12.44% | 加碼 |
| 17 | ENB | Enbridge Inc | +0.1% | +9.84% | 加碼 |
| 18 | HTGC | Hercules Capital Inc | +0.1% | +14.04% | 加碼 |
| 19 | MPLX | Mplx LP | +0.1% | +8.48% | 加碼 |
| 20 | CBRE | Cbre Group Inc - A | +0.1% | +211.28% | 加碼 |
| 21 | OKE | Oneok Inc | +0.1% | +4.05% | 加碼 |
| 22 | FANG | Diamondback Energy Inc | +0.1% | +38.24% | 加碼 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | +7.37% | 加碼 |
| 24 | RXO | Rxo Inc | +0.1% | NEW | 新建倉 |
| 25 | APTV | Aptiv PLC | +0.1% | NEW | 新建倉 |
| 26 | MO | Altria Group Inc | +0.1% | +10.90% | 加碼 |
| 27 | FLXR | Tcw Flexible Income ETF | +0.1% | +8.66% | 加碼 |
| 28 | PAYX | Paychex Inc | +0.1% | +11.01% | 加碼 |
| 29 | T | At&t Inc | +0.1% | +6.27% | 加碼 |
| 30 | IRM | Iron Mountain Inc | -0.1% | +4.49% | 加碼 |
| 31 | PUMP | Propetro Holding CORP | -0.1% | EXIT | 清倉 |
| 32 | PGR | Progressive CORP | -0.1% | -4.00% | 減碼 |
| 33 | CALM | Cal-maine Foods Inc | -0.1% | -75.79% | 減碼 |
| 34 | HP5A | Equity Commonwealth | -0.1% | EXIT | 清倉 |
| 35 | HAS | Hasbro Inc | -0.1% | +14.19% | 加碼 |
| 36 | LKQ | Lkq CORP | -0.1% | -3.15% | 減碼 |
| 37 | BND | Vanguard Total Bond Market | -0.1% | +1.36% | 加碼 |
| 38 | ABEQ | Absolute Select Value ETF | -0.1% | -1.48% | 減碼 |
| 39 | HST | Host Hotels & Resorts Inc | -0.1% | EXIT | 清倉 |
| 40 | APTV | Aptiv PLC | -0.1% | EXIT | 清倉 |
| 41 | VNQ | Vanguard Real Estate ETF | -0.1% | +2.14% | 加碼 |
| 42 | MCHP | Microchip Technology Inc | -0.1% | -70.63% | 減碼 |
| 43 | TOTL | Ss Doubleline Tr Tact ETF | -0.1% | +3.74% | 加碼 |
| 44 | GPK | Graphic Packaging Holding Co | -0.1% | -14.48% | 減碼 |
| 45 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +3.70% | 加碼 |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.2% | -2.41% | 減碼 |
| 47 | FDX | Fedex CORP | -0.2% | EXIT | 清倉 |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -9.97% | 減碼 |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.5% | +5.01% | 加碼 |
| 50 | BOND | Pimco Active Bond Exchange-t | -1.7% | -10.81% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Tectonic Advisors LLC 在 Q4 2024 季度的美股持倉總市值約為 US$20.8億，共申報了 319 個公開持股部位。
在 Q4 2024 季度，Tectonic Advisors LLC 按市值排列的前三大核心持股分別為：BOND (9.6%)、VEA (8.6%)、VOO (6.4%)。其中最大持股部位 BOND 佔據整體投資組合約 9.6% 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
SGI
市值: US$522.9萬
本季最大獲利了結 / 清倉標的
FDX
前期市值: US$335.6萬
在 Q4 2024 季度中，Tectonic Advisors LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 31 個部位、減碼 10 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SGI。 本季清倉部位包含 FDX。
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。