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: 0001655789
申報總市值
US$5182.0萬
US$5182.0萬
578 檔
122.7%
截至 Q3 2024 季度末，Teza Capital Management LLC 的美股持倉估值約為 US$5182.0萬，全數申報部位共有 578 檔。
Teza Capital Management LLC 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 50 個全新部位及加碼 57 檔持股的同時，亦同步清倉 53 檔並減碼 40 檔標的。
整體而言，Teza Capital Management LLC 的前 5 大持股（包含 GOOG, KMX, MU）貢獻了組合市值的 122.7%，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 578 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.53% | +0.81% | NEW | |
| 2 | KMX | Carmax Inc | 股票-循環性消費 | 1.46% | — | — | |
| 3 | MU | Micron Technology Inc | 股票-科技 | 1.37% | +2.15% | +41.06% | |
| 4 | UNP | Union Pacific CORP | 股票-工業 | 1.31% | +0.41% | NEW | |
| 5 | CVX | Chevron CORP | 股票-能源 | 1.30% | — | +63.50% | |
| 6 | CFG | Citizens Financial Group | 股票-金融 | 1.27% | — | +88.89% | |
| 7 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.24% | — | -22.56% | |
| 8 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.18% | — | +171.10% | |
| 9 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 1.05% | — | +168.02% | |
| 10 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.03% | — | +142.74% | |
| 11 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 1.02% | — | +29.30% | |
| 12 | USB | US Bancorp | 股票-金融 | 1.00% | -0.14% | +536.55% | |
| 13 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.98% | — | +334.88% | |
| 14 | COP | Conocophillips | 股票-能源 | 0.96% | — | +34.44% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 0.89% | — | +1.08% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 0.88% | — | +143.20% | |
| 17 | TTC | Toro Co | 股票-工業 | 0.77% | -1.22% | EXIT | |
| 18 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.75% | -0.85% | EXIT | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | — | |
| 20 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.71% | -1.05% | EXIT | |
| 21 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.70% | — | +102.19% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.67% | — | — | |
| 23 | KBR | Kbr Inc | 股票-工業 | 0.66% | — | — | |
| 24 | VMC | Vulcan Materials Co | 股票-原物料 | 0.65% | +0.43% | NEW | |
| 25 | BR | Broadridge Financial Solutio | 股票-科技 | 0.65% | — | — | |
| 26 | C | Citigroup Inc | 股票-金融 | 0.65% | -0.50% | +35.92% | |
| 27 | BKR | Baker Hughes Co | 股票-能源 | 0.64% | — | +162.47% | |
| 28 | DTE | Dte Energy Company | 股票-公用事業 | 0.63% | — | +132.56% | |
| 29 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.62% | — | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | — | — | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.59% | — | +258.52% | |
| 32 | STT | State Street CORP | 股票-金融 | 0.59% | — | — | |
| 33 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.58% | — | — | |
| 34 | F | Ford Motor Co | 股票-循環性消費 | 0.57% | — | +282.36% | |
| 35 | MSI | Motorola Solutions Inc | 股票-科技 | 0.57% | — | +224.64% | |
| 36 | TRGP | Targa Resources CORP | 股票-能源 | 0.55% | -0.55% | +46.69% | |
| 37 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.55% | — | +110.88% | |
| 38 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.54% | -0.67% | -51.95% | |
| 39 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.54% | — | — | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.53% | — | -46.88% | |
| 41 | FLS | Flowserve CORP | 股票-工業 | 0.53% | -1.04% | EXIT | |
| 42 | SLB | Slb LTD | 股票-能源 | 0.52% | -2.18% | +445.78% | |
| 43 | FTI | TechnipFMC plc | 股票-能源 | 0.50% | — | +113.47% | |
| 44 | POR | Portland General Electric Co | 股票-公用事業 | 0.50% | -2.36% | EXIT | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.50% | — | +17.14% | |
| 46 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.50% | — | -35.88% | |
| 47 | CI | THE Cigna Group | 股票-醫療保健 | 0.49% | — | +73.68% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | — | +7.30% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.49% | — | -25.26% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KMX | Carmax Inc | +1.5% | NEW | 新建倉 |
| 2 | UNP | Union Pacific CORP | +1.2% | +1093.25% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1.2% | +438.52% | 加碼 |
| 4 | USB | US Bancorp | +0.9% | +536.55% | 加碼 |
| 5 | MRSH | Marsh & Mclennan Cos | +0.7% | +334.88% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | NEW | 新建倉 |
| 7 | CL | Colgate-palmolive Co | +0.7% | NEW | 新建倉 |
| 8 | NEE | Nextera Energy Inc | +0.7% | NEW | 新建倉 |
| 9 | KBR | Kbr Inc | +0.7% | NEW | 新建倉 |
| 10 | CMG | Chipotle Mexican Grill Inc | +0.7% | +171.10% | 加碼 |
| 11 | BR | Broadridge Financial Solutio | +0.7% | NEW | 新建倉 |
| 12 | LEN | Lennar Corp-a | +0.6% | NEW | 新建倉 |
| 13 | CFG | Citizens Financial Group | +0.6% | +88.89% | 加碼 |
| 14 | CAH | Cardinal Health Inc | +0.6% | +142.74% | 加碼 |
| 15 | MSFT | Microsoft CORP | +0.6% | NEW | 新建倉 |
| 16 | STT | State Street CORP | +0.6% | NEW | 新建倉 |
| 17 | EL | Estee Lauder Companies-cl A | +0.6% | +168.02% | 加碼 |
| 18 | EW | Edwards Lifesciences CORP | +0.6% | NEW | 新建倉 |
| 19 | HLT | Hilton Worldwide Holdings In | +0.5% | +278.92% | 加碼 |
| 20 | HSY | Hershey Co/the | +0.5% | NEW | 新建倉 |
| 21 | ADP | Automatic Data Processing | +0.5% | +143.20% | 加碼 |
| 22 | VMC | Vulcan Materials Co | +0.5% | +318.35% | 加碼 |
| 23 | COST | Costco Wholesale CORP | +0.5% | NEW | 新建倉 |
| 24 | NI | Nisource Inc | +0.5% | NEW | 新建倉 |
| 25 | SCCO | Southern Copper CORP | +0.5% | NEW | 新建倉 |
| 26 | MMM | 3m Co | +0.4% | +1375.86% | 加碼 |
| 27 | EVR | Evercore Inc - A | +0.4% | NEW | 新建倉 |
| 28 | EMN | Eastman Chemical Co | +0.4% | NEW | 新建倉 |
| 29 | TTC | Toro Co | +0.4% | +150.16% | 加碼 |
| 30 | MSI | Motorola Solutions Inc | +0.4% | +224.64% | 加碼 |
| 31 | SLB | Slb LTD | +0.4% | +445.78% | 加碼 |
| 32 | MRK | Merck & Co. Inc. | +0.4% | +258.52% | 加碼 |
| 33 | BKR | Baker Hughes Co | +0.4% | +162.47% | 加碼 |
| 34 | DTE | Dte Energy Company | +0.4% | +132.56% | 加碼 |
| 35 | F | Ford Motor Co | +0.4% | +282.36% | 加碼 |
| 36 | MDLZ | Mondelez International Inc-a | +0.4% | +102.19% | 加碼 |
| 37 | EXPD | Expeditors Intl Wash Inc | +0.4% | +512.83% | 加碼 |
| 38 | FHN | First Horizon CORP | +0.4% | +922.14% | 加碼 |
| 39 | PCAR | Paccar Inc | +0.4% | +1017.34% | 加碼 |
| 40 | CVX | Chevron CORP | +0.4% | +63.50% | 加碼 |
| 41 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | NEW | 新建倉 |
| 42 | POR | Portland General Electric Co | +0.3% | +172.91% | 加碼 |
| 43 | AIG | American International Group | +0.3% | +1375.08% | 加碼 |
| 44 | SMG | Scotts Miracle-gro Co | +0.3% | +591.51% | 加碼 |
| 45 | PSX | Phillips 66 | +0.3% | NEW | 新建倉 |
| 46 | USFD | US Foods Holding CORP | +0.3% | NEW | 新建倉 |
| 47 | HRB | H&r Block Inc | +0.3% | NEW | 新建倉 |
| 48 | EOG | Eog Resources Inc | +0.3% | NEW | 新建倉 |
| 49 | FOXA | Fox CORP - Class A | +0.3% | +513.43% | 加碼 |
| 50 | MAR | Marriott International -cl A | +0.3% | +110.88% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Teza Capital Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$5182.0萬，共申報了 578 個公開持股部位。
在 Q3 2024 季度，Teza Capital Management LLC 按市值排列的前三大核心持股分別為：GOOG (1.5%)、KMX (1.5%)、MU (1.4%)。其中最大持股部位 GOOG 佔據整體投資組合約 1.5% 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
KMX
市值: US$1328.8萬
本季最大獲利了結 / 清倉標的
GD
前期市值: US$865.1萬
在 Q3 2024 季度中，Teza Capital Management LLC 共進行了 200 項持倉異動，包含新建倉 50 個部位、加碼 57 個部位、減碼 40 個部位以及清倉 53 個部位。 其中最大新建倉標的為 KMX。 本季清倉部位包含 GD。
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。