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: 0001963860
申報總市值
US$1.6億
US$1.6億
62 檔
128.4%
截至 Q3 2024 季度末，Trium Capital LLP 的美股持倉估值約為 US$1.6億，全數申報部位共有 62 檔。
Trium Capital LLP 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 33 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 SPY, KWEB, FXI）占據了總市值的 128.4%，展現出該機構在 Q3 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 37.77% | -0.27% | -75.39% | |
| 2 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 8.33% | — | +7.80% | |
| 3 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 5.12% | — | -15.40% | |
| 4 | VNM | Vaneck Vietnam ETF | ETF-其他 | 4.26% | -3.32% | EXIT | |
| 5 | PRFTUSD | Perficient Inc | 股票-其他 | 4.17% | — | +920.75% | |
| 6 | SWN1EUR | Southwestern Energy Co | 股票-其他 | 2.87% | — | +773.67% | |
| 7 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.28% | — | +12.06% | |
| 8 | OTIS | Otis Worldwide CORP | 股票-工業 | 2.18% | — | +7.18% | |
| 9 | ACN | Accenture plc | 股票-科技 | 1.58% | — | -1.89% | |
| 10 | CME | Cme Group Inc | 股票-金融 | 1.57% | — | -0.18% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.56% | — | -18.88% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.46% | — | +2.19% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 1.35% | — | -5.87% | |
| 14 | MCO | Moody's CORP | 股票-金融 | 1.34% | — | -24.55% | |
| 15 | GGG | Graco Inc | 股票-工業 | 1.27% | — | +40.45% | |
| 16 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.24% | — | +1.67% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 1.19% | — | -6.24% | |
| 18 | ✓ | 股票-其他 | 1.15% | — | — | ||
| 19 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.15% | — | +3.15% | |
| 20 | ECL | Ecolab Inc | 股票-原物料 | 1.08% | — | -3.01% | |
| 21 | XYL | Xylem Inc | 股票-工業 | 1.02% | — | +21.97% | |
| 22 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.99% | — | +5.82% | |
| 23 | THD | Ishares Msci Thailand ETF | ETF-其他 | 0.98% | — | +14.06% | |
| 24 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.84% | — | -25.03% | |
| 25 | AUGX | Augmedix Inc | 股票-其他 | 0.79% | — | — | |
| 26 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.79% | — | -17.36% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 0.78% | — | +39.95% | |
| 28 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.72% | — | +7.36% | |
| 29 | WM | Waste Management Inc | 股票-工業 | 0.71% | -0.87% | +33.65% | |
| 30 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.71% | — | +194.87% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | +21.60% | |
| 32 | ACRS | Aclaris Therapeutics Inc | 股票-其他 | 0.63% | — | +1.11% | |
| 33 | VLTO | Veralto CORP | 股票-工業 | 0.61% | -0.42% | -23.89% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.61% | +1.14% | NEW | |
| 35 | ROL | Rollins Inc | 股票-循環性消費 | 0.60% | — | -4.18% | |
| 36 | RSG | Republic Services Inc | 股票-工業 | 0.58% | -0.42% | +1.75% | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.52% | +0.10% | -16.33% | |
| 38 | FSLR | First Solar Inc | 股票-科技 | 0.44% | +0.72% | +16.50% | |
| 39 | TT | Trane Technologies plc | 股票-工業 | 0.43% | — | -20.71% | |
| 40 | OC | Owens Corning | 股票-工業 | 0.40% | +0.24% | -5.18% | |
| 41 | WAB | Wabtec CORP | 股票-工業 | 0.37% | +0.60% | +7.44% | |
| 42 | NVT | nVent Electric plc | 股票-工業 | 0.35% | -0.16% | +33.31% | |
| 43 | SPGI | S&p Global Inc | 股票-金融 | 0.28% | — | -57.05% | |
| 44 | ELP1 | Companhia Paranaense De Ener | 股票-其他 | 0.28% | — | +35.98% | |
| 45 | SBS | Cia Saneamento Basico De-adr | 股票-其他 | 0.24% | — | -23.59% | |
| 46 | ✓ | Hillevax Inc | 股票-其他 | 0.23% | — | — | |
| 47 | BLD | Topbuild CORP | 股票-工業 | 0.22% | — | EXIT | |
| 48 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.14% | — | — | |
| 49 | AYI | Acuity Inc | 股票-工業 | 0.13% | -0.63% | -30.86% | |
| 50 | CDLR | Cadeler A/s-adr | 股票-其他 | 0.13% | — | -2.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KWEB | Kranesh Csi China Internet | +5.6% | +7.80% | 加碼 |
| 2 | PRFTUSD | Perficient Inc | +4% | +920.75% | 加碼 |
| 3 | FXI | Ishares China Large-cap ETF | +2.9% | -15.40% | 減碼 |
| 4 | SWN1EUR | Southwestern Energy Co | +2.7% | +773.67% | 加碼 |
| 5 | VNM | Vaneck Vietnam ETF | +2.5% | +1.31% | 加碼 |
| 6 | ABT | Abbott Laboratories | +1.5% | +12.06% | 加碼 |
| 7 | OTIS | Otis Worldwide CORP | +1.4% | +7.18% | 加碼 |
| 8 | ✓ | +1.2% | NEW | 新建倉 | |
| 9 | ACN | Accenture plc | +1% | -1.89% | 減碼 |
| 10 | GGG | Graco Inc | +0.9% | +40.45% | 加碼 |
| 11 | MA | Mastercard Inc - A | +0.9% | +2.19% | 加碼 |
| 12 | AUGX | Augmedix Inc | +0.8% | NEW | 新建倉 |
| 13 | LOW | Lowe's Cos Inc | +0.8% | +3.15% | 加碼 |
| 14 | THD | Ishares Msci Thailand ETF | +0.7% | +14.06% | 加碼 |
| 15 | XYL | Xylem Inc | +0.7% | +21.97% | 加碼 |
| 16 | MCO | Moody's CORP | +0.6% | -24.55% | 減碼 |
| 17 | LYV | Live Nation Entertainment In | +0.6% | +5.82% | 加碼 |
| 18 | EL | Estee Lauder Companies-cl A | +0.6% | +194.87% | 加碼 |
| 19 | ADBE | Adobe Inc | +0.6% | -6.24% | 減碼 |
| 20 | ADP | Automatic Data Processing | +0.6% | +39.95% | 加碼 |
| 21 | ✓ | Hillevax Inc | +0.2% | NEW | 新建倉 |
| 22 | SPGI | S&p Global Inc | 0% | -57.05% | 減碼 |
| 23 | CNM | Core & Main Inc-class A | -0.1% | -65.59% | 減碼 |
| 24 | 22941EUR | Liberty Media Corp-cl A New | -0.1% | EXIT | 清倉 |
| 25 | ✓ | -0.1% | EXIT | 清倉 | |
| 26 | APY1EUR | Championx CORP | -0.1% | EXIT | 清倉 |
| 27 | CNSLEUR | Consolidated Communications | -0.1% | EXIT | 清倉 |
| 28 | CEPU | Central Puerto-sponsored Adr | -0.1% | EXIT | 清倉 |
| 29 | HAN | Hawaiian Holdings Inc | -0.2% | EXIT | 清倉 |
| 30 | SSYS | Stratasys Ltd. | -0.2% | EXIT | 清倉 |
| 31 | SU6 | Surmodics Inc | -0.2% | EXIT | 清倉 |
| 32 | CTLTEUR | Catalent Inc | -0.2% | EXIT | 清倉 |
| 33 | MRO* | Marathon Oil CORP | -0.2% | EXIT | 清倉 |
| 34 | ACI | Albertsons Cos Inc - Class A | -0.2% | EXIT | 清倉 |
| 35 | TGS | Transportador Gas-adr Sp B | -0.2% | EXIT | 清倉 |
| 36 | AEBA | Allete Inc | -0.2% | EXIT | 清倉 |
| 37 | ✓ | Atlantica Sustainable Infr P | -0.3% | EXIT | 清倉 |
| 38 | PAM | Pampa Energia Sa-spon Adr | -0.3% | EXIT | 清倉 |
| 39 | WH | Wyndham Hotels & Resorts Inc | -0.3% | EXIT | 清倉 |
| 40 | ✓ | -0.3% | EXIT | 清倉 | |
| 41 | HCP2EUR | Hashicorp Inc-cl A | -0.4% | EXIT | 清倉 |
| 42 | HB6 | Hibbett Inc | -0.5% | EXIT | 清倉 |
| 43 | EVBGEUR | Everbridge Inc | -0.6% | EXIT | 清倉 |
| 44 | WIREEUR | Encore Wire CORP | -1% | EXIT | 清倉 |
| 45 | NWLIEUR | National Western Life Grou-a | -1% | EXIT | 清倉 |
| 46 | ✓ | Hollysys Automation Tchngy L | -1.6% | EXIT | 清倉 |
| 47 | CERE1EUR | Cerevel Therapeutics Holding | -1.6% | EXIT | 清倉 |
| 48 | SLCAUSD | US Silica Holdings Inc | -2% | EXIT | 清倉 |
| 49 | OLN | Olin Corporation | -2.1% | EXIT | 清倉 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -26.6% | -75.39% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Trium Capital LLP 在 Q3 2024 季度的美股持倉總市值約為 US$1.6億，共申報了 62 個公開持股部位。
在 Q3 2024 季度，Trium Capital LLP 按市值排列的前三大核心持股分別為：SPY (37.8%)、KWEB (8.3%)、FXI (5.1%)。其中最大持股部位 SPY 佔據整體投資組合約 37.8% 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
市值: US$402.8萬
本季最大獲利了結 / 清倉標的
OLN
前期市值: US$1673.4萬
在 Q3 2024 季度中，Trium Capital LLP 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 14 個部位、減碼 7 個部位以及清倉 26 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 OLN。
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。