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: 0001940416
申報總市值
US$1.8億
US$1.8億
96 檔
17.5%
在 Q4 2024 申報期間，Tevis Investment Management（CIK: 0001940416）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$1.8億，共持有 96 個公開申報部位。
Q4 2024 數據顯示 Tevis Investment Management 積極進場，新開立 15 個部位並同步加碼 13 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 BRK-B, GBIL, AAPL）累計市值佔比達 17.5%，是驅動 Tevis Investment Management 該季度整體投資組合績效表現的核心支柱。
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.05% | +0.15% | -0.14% | |
| 2 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 5.16% | -3.32% | -8.79% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.72% | +0.22% | -0.56% | |
| 4 | KO | The Coca-Cola Company | 股票-非循環性消費 | 4.29% | +0.23% | — | |
| 5 | UL | Unilever PLC | 股票-非循環性消費 | 3.46% | — | +0.26% | |
| 6 | INVH | Invitation Homes Inc | 股票-房地產 | 3.40% | +0.36% | — | |
| 7 | MDT | Medtronic plc | 股票-醫療保健 | 2.53% | — | +1.33% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | -0.19% | +0.93% | |
| 9 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.45% | -0.56% | +0.02% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.16% | +0.12% | +2.28% | |
| 11 | L | Loews CORP | 股票-金融 | 2.10% | +0.01% | +0.66% | |
| 12 | ENB | Enbridge Inc | 股票-能源 | 2.07% | -0.09% | +0.04% | |
| 13 | RTX | Rtx CORP | 股票-工業 | 1.95% | -0.12% | -0.56% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | +0.41% | +0.36% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.90% | — | +35.34% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.90% | -0.18% | +2.07% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.83% | -0.08% | -0.13% | |
| 18 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.46% | +0.01% | -26.14% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.45% | -0.04% | +0.56% | |
| 20 | EOG | Eog Resources Inc | 股票-能源 | 1.45% | -0.17% | -0.19% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | -0.37% | +0.07% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.36% | — | -23.09% | |
| 23 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.31% | +0.03% | +159.67% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.27% | -0.52% | +1.10% | |
| 25 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.25% | — | -5.10% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 1.23% | — | -11.20% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.21% | +0.03% | +0.13% | |
| 28 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.19% | -0.18% | -0.30% | |
| 29 | PM | Philip Morris International | 股票-非循環性消費 | 1.11% | +0.06% | — | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.06% | — | +0.62% | |
| 31 | FNV | Franco-nevada CORP | 股票-原物料 | 1.04% | -0.39% | +31.44% | |
| 32 | C | Citigroup Inc | 股票-金融 | 1.04% | -0.17% | -2.42% | |
| 33 | WMT | Walmart Inc | 股票-非循環性消費 | 1.03% | -0.05% | -0.45% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.96% | +0.37% | -0.15% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.09% | -0.10% | |
| 36 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.95% | -0.39% | +16.92% | |
| 37 | MGA | Magna International Inc | 股票-循環性消費 | 0.95% | +0.11% | +0.91% | |
| 38 | GM | General Motors Co | 股票-循環性消費 | 0.89% | +0.15% | -4.89% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.89% | -0.04% | +0.77% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.87% | -0.16% | +9.43% | |
| 41 | CTVA | Corteva Inc | 股票-原物料 | 0.86% | — | +2.23% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | +0.44% | +62.81% | |
| 43 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.83% | — | -4.85% | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.75% | -0.02% | -1.10% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | +0.02% | -9.32% | |
| 46 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.75% | — | — | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.07% | -14.96% | |
| 48 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.70% | +0.08% | +2.47% | |
| 49 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.66% | -0.19% | EXIT | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | — | +0.30% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GEHC | GE Healthcare Technology | +0.8% | NEW | 新建倉 |
| 2 | DEO | Diageo Plc-sponsored Adr | +0.8% | +159.67% | 加碼 |
| 3 | DG | Dollar General CORP | +0.6% | NEW | 新建倉 |
| 4 | ASML | ASML Holding N.V. | +0.5% | NEW | 新建倉 |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +35.34% | 加碼 |
| 6 | HSY | Hershey Co/the | +0.5% | NEW | 新建倉 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | 新建倉 |
| 8 | ANET | Arista Networks Inc | +0.4% | NEW | 新建倉 |
| 9 | CME | Cme Group Inc | +0.4% | NEW | 新建倉 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.28% | 加碼 |
| 11 | AAPL | Apple Inc | +0.3% | -0.56% | 減碼 |
| 12 | TMUS | T-mobile US Inc | +0.3% | NEW | 新建倉 |
| 13 | HON | Honeywell International Inc | +0.3% | NEW | 新建倉 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.3% | NEW | 新建倉 |
| 15 | EXLS | Exlservice Holdings Inc | +0.3% | NEW | 新建倉 |
| 16 | COKE | Coca-cola Consolidated Inc | +0.3% | NEW | 新建倉 |
| 17 | DIS | Walt Disney Co/the | +0.3% | -0.13% | 減碼 |
| 18 | LLY | Eli Lilly & Co | +0.3% | +62.81% | 加碼 |
| 19 | TT | Trane Technologies plc | +0.2% | NEW | 新建倉 |
| 20 | FNV | Franco-nevada CORP | +0.2% | +31.44% | 加碼 |
| 21 | NVDA | Nvidia CORP | +0.2% | +0.36% | 加碼 |
| 22 | EMR | Emerson Electric Co | +0.2% | NEW | 新建倉 |
| 23 | EPD | Enterprise Products Partners | +0.2% | NEW | 新建倉 |
| 24 | L | Loews CORP | +0.2% | +0.66% | 加碼 |
| 25 | V | Visa Inc-class A Shares | +0.1% | -0.10% | 減碼 |
| 26 | AMZN | Amazon.com Inc | +0.1% | +2.47% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | +0.07% | 加碼 |
| 28 | GD | General Dynamics CORP | -0.1% | -1.10% | 減碼 |
| 29 | HD | Home Depot Inc | -0.2% | -14.96% | 減碼 |
| 30 | AWK | American Water Works Co Inc | -0.2% | EXIT | 清倉 |
| 31 | SO | Southern Co/the | -0.2% | EXIT | 清倉 |
| 32 | JQUA | Jpmorgan US Quality Factor | -0.2% | EXIT | 清倉 |
| 33 | ORCL | Oracle CORP | -0.2% | -11.20% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.2% | +2.07% | 加碼 |
| 35 | KO | Coca-cola Co/the | -0.2% | +0.13% | 加碼 |
| 36 | CSCO | Cisco Systems Inc | -0.2% | -23.09% | 減碼 |
| 37 | IFF | Intl Flavors & Fragrances | -0.3% | -4.85% | 減碼 |
| 38 | MDT | Medtronic plc | -0.3% | +1.33% | 加碼 |
| 39 | 6D8 | Dupont De Nemours Inc | -0.3% | -5.10% | 減碼 |
| 40 | NSIT | Insight Enterprises Inc | -0.3% | EXIT | 清倉 |
| 41 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | 清倉 |
| 42 | INVH | Invitation Homes Inc | -0.3% | — | 不變 |
| 43 | BIIB | Biogen Inc | -0.3% | EXIT | 清倉 |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -0.15% | 減碼 |
| 45 | GBIL | Goldman Sachs Access Treasur | -0.5% | -8.79% | 減碼 |
| 46 | UL | Unilever PLC | -0.5% | +0.26% | 加碼 |
| 47 | VZ | Verizon Communications Inc | -0.5% | -48.62% | 減碼 |
| 48 | CCI | Crown Castle Inc | -0.5% | EXIT | 清倉 |
| 49 | MRK | Merck & Co. Inc. | -0.8% | -26.14% | 減碼 |
| 50 | HP5A | Equity Commonwealth | -1% | -81.32% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Tevis Investment Management 在 Q4 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 96 個公開持股部位。
在 Q4 2024 季度，Tevis Investment Management 按市值排列的前三大核心持股分別為：BRK-B (6.0%)、GBIL (5.2%)、AAPL (4.7%)。其中最大持股部位 BRK-B 佔據整體投資組合約 6.0% 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
GEHC
市值: US$100.5萬
本季最大獲利了結 / 清倉標的
CCI
前期市值: US$72.7萬
在 Q4 2024 季度中，Tevis Investment Management 共進行了 49 項持倉異動，包含新建倉 15 個部位、加碼 13 個部位、減碼 14 個部位以及清倉 7 個部位。 其中最大新建倉標的為 GEHC。 本季清倉部位包含 CCI。
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。