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: 0001145020
申報總市值
US$104.5億
US$104.5億
192 檔
21.2%
在 Q3 2024 申報期間，Thornburg Investment Management Inc（CIK: 0001145020）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$104.5億，共持有 192 個公開申報部位。
在 Q3 2024 期間，Thornburg Investment Management Inc 展現了靈活的資產再平衡步調，透過出清 11 檔弱勢或達到目標價部位，將資金轉置於 14 檔新建倉標的之中。
在資產配置集中度方面，Thornburg Investment Management Inc 的前 5 大核心持股（包含 AVGO, T, C 等）合計佔整體申報市值的 21.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 8.09% | -0.08% | +899.74% | |
| 2 | T | At&t Inc | 股票-通訊服務 | 7.71% | -2.21% | +7.81% | |
| 3 | C | Citigroup Inc | 股票-金融 | 6.06% | +0.70% | +6.26% | |
| 4 | CME | Cme Group Inc | 股票-金融 | 3.63% | -1.12% | +0.46% | |
| 5 | PFE | Pfizer Inc | 股票-醫療保健 | 3.33% | -0.20% | -9.81% | |
| 6 | EQH | Equitable Holdings Inc | 股票-金融 | 2.88% | +0.24% | — | |
| 7 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.77% | — | +0.27% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.75% | — | +0.05% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 2.69% | -0.21% | — | |
| 10 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 2.47% | -0.78% | +0.67% | |
| 11 | TRP | Tc Energy CORP | 股票-能源 | 2.39% | -0.05% | +7.52% | |
| 12 | MDT | Medtronic plc | 股票-醫療保健 | 2.15% | +0.07% | +0.59% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.12% | +1.03% | +0.46% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.09% | +0.16% | +0.59% | |
| 15 | ENB | Enbridge Inc | 股票-能源 | 1.90% | -0.15% | +0.18% | |
| 16 | LIN | Linde plc | 股票-原物料 | 1.64% | -0.06% | +4.19% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.63% | -0.05% | -9.52% | |
| 18 | RF | Regions Financial CORP | 股票-金融 | 1.57% | +0.18% | -10.40% | |
| 19 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.55% | +0.01% | +0.04% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.46% | +0.70% | +0.39% | |
| 21 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 1.45% | -0.06% | +1.32% | |
| 22 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.27% | +0.26% | +41.94% | |
| 23 | ALC | Alcon Inc. | 股票-醫療保健 | 1.22% | -0.28% | +69.62% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.18% | — | +2.54% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | +0.40% | -1.05% | |
| 26 | CIM | Chimera Investment CORP | 股票-其他 | 1.02% | -0.01% | — | |
| 27 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.95% | -0.08% | +1.17% | |
| 28 | EDU | New Oriental Educatio-sp Adr | 股票-非循環性消費 | 0.93% | — | +69.63% | |
| 29 | ✓ | Ferrovial Se | 股票-其他 | 0.89% | -0.04% | +717.42% | |
| 30 | SLRC | Slr Investment CORP | 股票-其他 | 0.85% | -0.13% | — | |
| 31 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.84% | +0.24% | -0.44% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.75% | +0.10% | +3.11% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.69% | -0.22% | +4.98% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.64% | +0.01% | -6.15% | |
| 35 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.62% | +0.05% | -33.26% | |
| 36 | BZ | Kanzhun LTD - Adr | 股票-其他 | 0.60% | -0.20% | +473.43% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | — | -17.23% | |
| 38 | BLDR | Builders Firstsource Inc | 股票-工業 | 0.58% | -0.06% | +7.23% | |
| 39 | ELME | Elme Communities | 股票-其他 | 0.56% | — | — | |
| 40 | CACI | Caci International Inc -cl A | 股票-科技 | 0.54% | -0.10% | -10.47% | |
| 41 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.53% | — | +16.53% | |
| 42 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.51% | -0.02% | +32.74% | |
| 43 | MFIC | Midcap Financial Investment | 股票-其他 | 0.51% | -0.07% | — | |
| 44 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.51% | -0.06% | +4.43% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.49% | — | -1.11% | |
| 46 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.48% | +0.01% | +36.84% | |
| 47 | ASML | ASML Holding N.V. | 股票-科技 | 0.44% | +0.09% | -7.31% | |
| 48 | GLOB | Globant S.A. | 股票-科技 | 0.42% | -0.04% | EXIT | |
| 49 | LHX | L3harris Technologies Inc | 股票-工業 | 0.40% | -0.02% | -0.03% | |
| 50 | CWST | Casella Waste Systems Inc-a | 股票-工業 | 0.40% | -0.17% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CIM | Chimera Investment CORP | +1% | NEW | 新建倉 |
| 2 | T | At&t Inc | +1% | +7.81% | 加碼 |
| 3 | ✓ | Ferrovial Se | +0.8% | +717.42% | 加碼 |
| 4 | ALC | Alcon Inc. | +0.5% | +69.62% | 加碼 |
| 5 | BZ | Kanzhun LTD - Adr | +0.5% | +473.43% | 加碼 |
| 6 | TRP | Tc Energy CORP | +0.5% | +7.52% | 加碼 |
| 7 | FLUT | Flutter Entertainment plc | +0.4% | NEW | 新建倉 |
| 8 | FCX | Freeport-mcmoran Inc | +0.3% | +41.94% | 加碼 |
| 9 | EDU | New Oriental Educatio-sp Adr | +0.3% | +69.63% | 加碼 |
| 10 | HD | Home Depot Inc | +0.2% | — | 不變 |
| 11 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +4.98% | 加碼 |
| 12 | SE | Sea Ltd-adr | +0.2% | +36.84% | 加碼 |
| 13 | SHOP | Shopify Inc - Class A | +0.2% | +32.74% | 加碼 |
| 14 | BLDR | Builders Firstsource Inc | +0.2% | +7.23% | 加碼 |
| 15 | SONY | Sony Group CORP - Sp Adr | +0.2% | +61.42% | 加碼 |
| 16 | CME | Cme Group Inc | +0.2% | +0.46% | 加碼 |
| 17 | ABBV | Abbvie Inc | +0.1% | +0.59% | 加碼 |
| 18 | MELI | Mercadolibre Inc | +0.1% | +1.17% | 加碼 |
| 19 | MDT | Medtronic plc | +0.1% | +0.59% | 加碼 |
| 20 | ENB | Enbridge Inc | +0.1% | +0.18% | 加碼 |
| 21 | THC | Tenet Healthcare CORP | +0.1% | NEW | 新建倉 |
| 22 | TRU | Transunion | +0.1% | +0.98% | 加碼 |
| 23 | SN | SharkNinja, Inc. | +0.1% | -2.17% | 減碼 |
| 24 | INSM | Insmed Inc | +0.1% | NEW | 新建倉 |
| 25 | LIN | Linde plc | +0.1% | +4.19% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +0.39% | 加碼 |
| 27 | SDHC | Smith Douglas Homes CORP | +0.1% | +21.68% | 加碼 |
| 28 | CP | Canadian Pacific Kansas City | +0.1% | +0.04% | 加碼 |
| 29 | RACE | Ferrari N.V. | +0.1% | +4.43% | 加碼 |
| 30 | WD | Walker & Dunlop Inc | +0.1% | +27.07% | 加碼 |
| 31 | WAL | Western Alliance Bancorp | +0.1% | +5.20% | 加碼 |
| 32 | TXNM | Txnm Energy Inc | +0.1% | +23.07% | 加碼 |
| 33 | DIS | Walt Disney Co/the | +0.1% | NEW | 新建倉 |
| 34 | MA | Mastercard Inc - A | 0% | +3.11% | 加碼 |
| 35 | GLOB | Globant S.A. | 0% | +6.83% | 加碼 |
| 36 | PNW | Pinnacle West Capital Corporation | 0% | +8.35% | 加碼 |
| 37 | ELF | Elf Beauty Inc | 0% | NEW | 新建倉 |
| 38 | WWD | Woodward Inc | 0% | NEW | 新建倉 |
| 39 | AVTR | Avantor Inc | 0% | -0.94% | 減碼 |
| 40 | STKL | Sunopta Inc | 0% | +12.20% | 加碼 |
| 41 | GPI | Group 1 Automotive Inc | 0% | +0.01% | 加碼 |
| 42 | PJT | Pjt Partners Inc - A | 0% | +14.60% | 加碼 |
| 43 | ULS | Ul Solutions Inc - Class A | 0% | NEW | 新建倉 |
| 44 | SNDX | Syndax Pharmaceuticals Inc | 0% | NEW | 新建倉 |
| 45 | PKX | Posco Holdings Inc -spon Adr | 0% | NEW | 新建倉 |
| 46 | POOL | Pool CORP | 0% | -0.77% | 減碼 |
| 47 | AIZ | Assurant Inc | 0% | -0.07% | 減碼 |
| 48 | INSP | Inspire Medical Systems Inc | 0% | -2.20% | 減碼 |
| 49 | KRG | Kite Realty Group Trust | 0% | +0.01% | 加碼 |
| 50 | RDY | Dr. Reddy's Laboratories-adr | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Thornburg Investment Management Inc 在 Q3 2024 季度的美股持倉總市值約為 US$104.5億，共申報了 192 個公開持股部位。
在 Q3 2024 季度，Thornburg Investment Management Inc 按市值排列的前三大核心持股分別為：AVGO (8.1%)、T (7.7%)、C (6.1%)。其中最大持股部位 AVGO 佔據整體投資組合約 8.1% 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
CIM
市值: US$7840.1萬
本季最大獲利了結 / 清倉標的
MBLY
前期市值: US$2946.5萬
在 Q3 2024 季度中，Thornburg Investment Management Inc 共進行了 183 項持倉異動，包含新建倉 14 個部位、加碼 75 個部位、減碼 83 個部位以及清倉 11 個部位。 其中最大新建倉標的為 CIM。 本季清倉部位包含 MBLY。
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。