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: 0001280965
申報總市值
US$98.4億
US$98.4億
85 檔
28.9%
Q1 2024 季度申報顯示，Tortoise Capital Advisors, L.l.c. 揭露的美股組合總市值為 US$98.4億，涵蓋 85 個不同之權益投資部位。
在 Q1 2024，Tortoise Capital Advisors, L.l.c. 進行了溫和的常態性持倉調整（包含新建倉 2 檔、加碼 19 檔、減碼 28 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
檢視投資組合結構，前 5 大主力部位（包含 TRGP, MPLX, OKE）占據了總市值的 28.9%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | TRGP | Targa Resources CORP | 股票-能源 | 10.03% | +0.36% | -5.64% | |
| 2 | MPLX | Mplx LP | 股票-能源 | 8.40% | -1.87% | +25.16% | |
| 3 | OKE | Oneok Inc | 股票-能源 | 7.35% | -0.13% | -3.39% | |
| 4 | ET | Energy Transfer LP | 股票-能源 | 7.15% | -0.54% | -8.12% | |
| 5 | WMB | Williams Cos Inc | 股票-能源 | 6.82% | -0.22% | -0.85% | |
| 6 | LNG | Cheniere Energy Inc | 股票-能源 | 6.69% | -0.41% | -0.66% | |
| 7 | EPD | Enterprise Products Partners | 股票-能源 | 6.31% | +1.10% | +6.49% | |
| 8 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 4.61% | +0.57% | +2.43% | |
| 9 | WES | Western Midstream Partners L | 股票-能源 | 4.26% | -0.88% | -9.21% | |
| 10 | KMI | Kinder Morgan, Inc. | 股票-能源 | 3.51% | -1.37% | -6.30% | |
| 11 | HESM | Hess Midstream LP - Class A | 股票-其他 | 3.33% | -0.19% | +50.45% | |
| 12 | 0E41 | Enlink Midstream LLC | 股票-其他 | 2.84% | — | -6.66% | |
| 13 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 2.79% | -0.24% | -4.98% | |
| 14 | ENB | Enbridge Inc | 股票-能源 | 2.19% | -0.49% | -25.53% | |
| 15 | PBA | Pembina Pipeline CORP | 股票-能源 | 2.10% | +0.32% | -13.36% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.46% | — | +3.47% | |
| 17 | NSUSD | Nustar Energy LP | 股票-其他 | 1.28% | — | +1.55% | |
| 18 | TRP | Tc Energy CORP | 股票-能源 | 1.23% | -0.30% | -2.62% | |
| 19 | ETRNUSD | Equitrans Midstream CORP | 股票-其他 | 1.14% | — | -0.68% | |
| 20 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 1.07% | — | -3.18% | |
| 21 | AM | Antero Midstream CORP | 股票-能源 | 1.06% | -0.29% | +8.51% | |
| 22 | CEG | Constellation Energy | 股票-公用事業 | 0.95% | -0.29% | +19.49% | |
| 23 | CWEN | Clearway Energy Inc-c | 股票-公用事業 | 0.90% | -0.98% | -8.31% | |
| 24 | DTM | Dt Midstream Inc | 股票-能源 | 0.82% | +0.22% | +11.08% | |
| 25 | SRE | Sempra | 股票-公用事業 | 0.74% | -0.37% | +13.95% | |
| 26 | EXC | Exelon CORP | 股票-公用事業 | 0.69% | — | +4.01% | |
| 27 | EIX | Edison International | 股票-公用事業 | 0.65% | — | +13.55% | |
| 28 | ✓ | Atlantica Sustainable Infr P | 股票-其他 | 0.60% | — | -2.16% | |
| 29 | CQP | Cheniere Energy Partners LP | 股票-其他 | 0.53% | -0.07% | -5.45% | |
| 30 | D | Dominion Energy Inc | 股票-公用事業 | 0.49% | — | +12.65% | |
| 31 | RNW | ReNew Energy Global Plc | 股票-其他 | 0.42% | — | +2.40% | |
| 32 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.42% | — | +10.79% | |
| 33 | KGS | Kodiak Gas Services Inc | 股票-其他 | 0.42% | +0.15% | +112.08% | |
| 34 | TEL | TE Connectivity plc | 股票-科技 | 0.39% | — | -2.00% | |
| 35 | HUBB | Hubbell Inc | 股票-工業 | 0.37% | — | +30.15% | |
| 36 | COP | Conocophillips | 股票-能源 | 0.33% | — | — | |
| 37 | AEP | American Electric Power | 股票-公用事業 | 0.31% | +0.43% | NEW | |
| 38 | EQT | Eqt CORP | 股票-能源 | 0.31% | -0.05% | — | |
| 39 | KNTK | Kinetik Holdings Inc | 股票-其他 | 0.30% | -0.01% | -0.94% | |
| 40 | AVA | Avista CORP | 股票-公用事業 | 0.30% | — | +114.10% | |
| 41 | FANG | Diamondback Energy Inc | 股票-能源 | 0.28% | +0.13% | -1.39% | |
| 42 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.26% | — | — | |
| 43 | AES | Aes CORP | 股票-公用事業 | 0.26% | — | -17.27% | |
| 44 | DTE | Dte Energy Company | 股票-公用事業 | 0.25% | +0.11% | -39.50% | |
| 45 | AEE | Ameren Corporation | 股票-公用事業 | 0.24% | — | -29.84% | |
| 46 | NEXT | Nextdecade CORP | 股票-其他 | 0.23% | — | — | |
| 47 | CMS | Cms Energy CORP | 股票-公用事業 | 0.21% | -0.18% | EXIT | |
| 48 | GEL | Genesis Energy L.p. | 股票-其他 | 0.21% | — | -18.56% | |
| 49 | VST | Vistra CORP | 股票-公用事業 | 0.20% | -0.07% | +65.83% | |
| 50 | CTRA | Coterra Energy Inc | 股票-能源 | 0.19% | -0.15% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MPLX | Mplx LP | +1.9% | +25.16% | 加碼 |
| 2 | HESM | Hess Midstream LP - Class A | +1.2% | +50.45% | 加碼 |
| 3 | TRGP | Targa Resources CORP | +0.9% | -5.64% | 減碼 |
| 4 | EPD | Enterprise Products Partners | +0.4% | +6.49% | 加碼 |
| 5 | CEG | Constellation Energy | +0.4% | +19.49% | 加碼 |
| 6 | PAA | Plains All Amer Pipeline LP | +0.3% | +2.43% | 加碼 |
| 7 | KGS | Kodiak Gas Services Inc | +0.3% | +112.08% | 加碼 |
| 8 | CMS | Cms Energy CORP | +0.2% | NEW | 新建倉 |
| 9 | NSUSD | Nustar Energy LP | +0.2% | +1.55% | 加碼 |
| 10 | AVA | Avista CORP | +0.1% | +114.10% | 加碼 |
| 11 | VST | Vistra CORP | +0.1% | +65.83% | 加碼 |
| 12 | HUBB | Hubbell Inc | +0.1% | +30.15% | 加碼 |
| 13 | ETRNUSD | Equitrans Midstream CORP | +0.1% | -0.68% | 減碼 |
| 14 | AM | Antero Midstream CORP | +0.1% | +8.51% | 加碼 |
| 15 | NXPI | NXP Semiconductors N.V. | +0.1% | NEW | 新建倉 |
| 16 | DTM | Dt Midstream Inc | +0.1% | +11.08% | 加碼 |
| 17 | WMB | Williams Cos Inc | 0% | -0.85% | 減碼 |
| 18 | D | Dominion Energy Inc | 0% | +12.65% | 加碼 |
| 19 | PEG | Public Service Enterprise Gp | 0% | +10.79% | 加碼 |
| 20 | FANG | Diamondback Energy Inc | 0% | -1.39% | 減碼 |
| 21 | KNTK | Kinetik Holdings Inc | 0% | -0.94% | 減碼 |
| 22 | EIX | Edison International | 0% | +13.55% | 加碼 |
| 23 | PXDEUR | Pioneer Natural Resources Co | 0% | — | 不變 |
| 24 | SRE | Sempra | — | +13.95% | 加碼 |
| 25 | OKE | Oneok Inc | 0% | -3.39% | 減碼 |
| 26 | WES | Western Midstream Partners L | 0% | -9.21% | 減碼 |
| 27 | EXC | Exelon CORP | 0% | +4.01% | 加碼 |
| 28 | NEE | Nextera Energy Inc | 0% | +3.47% | 加碼 |
| 29 | FSLR | First Solar Inc | 0% | -58.84% | 減碼 |
| 30 | PAGP | Plains Gp Holdings Lp-cl A | -0.1% | -4.98% | 減碼 |
| 31 | WTRG | Essential Utilities Inc | -0.1% | -59.71% | 減碼 |
| 32 | GEL | Genesis Energy L.p. | -0.1% | -18.56% | 減碼 |
| 33 | SEDG | Solaredge Technologies Inc | -0.1% | -40.86% | 減碼 |
| 34 | AEE | Ameren Corporation | -0.1% | -29.84% | 減碼 |
| 35 | AES | Aes CORP | -0.1% | -17.27% | 減碼 |
| 36 | RUN | Sunrun Inc | -0.2% | -19.64% | 減碼 |
| 37 | 0E41 | Enlink Midstream LLC | -0.2% | -6.66% | 減碼 |
| 38 | XIFR | Xplr Infrastructure LP | -0.2% | -3.18% | 減碼 |
| 39 | RNW | ReNew Energy Global Plc | -0.2% | +2.40% | 加碼 |
| 40 | ✓ | Atlantica Sustainable Infr P | -0.2% | -2.16% | 減碼 |
| 41 | DTE | Dte Energy Company | -0.2% | -39.50% | 減碼 |
| 42 | NFE | New Fortress Energy Inc | -0.2% | -48.70% | 減碼 |
| 43 | AEP | American Electric Power | -0.3% | -42.52% | 減碼 |
| 44 | PBA | Pembina Pipeline CORP | -0.3% | -13.36% | 減碼 |
| 45 | XEL | Xcel Energy Inc | -0.3% | -62.19% | 減碼 |
| 46 | ET | Energy Transfer LP | -0.4% | -8.12% | 減碼 |
| 47 | CWEN | Clearway Energy Inc-c | -0.4% | -8.31% | 減碼 |
| 48 | KMI | Kinder Morgan, Inc. | -0.5% | -6.30% | 減碼 |
| 49 | ENB | Enbridge Inc | -1% | -25.53% | 減碼 |
| 50 | LNG | Cheniere Energy Inc | -1.2% | -0.66% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Tortoise Capital Advisors, L.l.c. 在 Q1 2024 季度的美股持倉總市值約為 US$98.4億，共申報了 85 個公開持股部位。
在 Q1 2024 季度，Tortoise Capital Advisors, L.l.c. 按市值排列的前三大核心持股分別為：TRGP (10.0%)、MPLX (8.4%)、OKE (7.3%)。其中最大持股部位 TRGP 佔據整體投資組合約 10.0% 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
CMS
市值: US$1511.6萬
本季最大獲利了結 / 清倉標的
TRGP
前期市值: US$5.9億
在 Q1 2024 季度中，Tortoise Capital Advisors, L.l.c. 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 19 個部位、減碼 28 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CMS。
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。