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: 0001766564
申報總市值
US$11.0億
US$11.0億
219 檔
7.3%
Trivium Point Advisory, LLC 在 Q1 2024 季度的美股部位總計估值為 US$11.0億，分散於 219 個持倉標的之中，反映其市場參與廣度與投資規模。
Trivium Point Advisory, LLC 於 Q1 2024 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 30 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Trivium Point Advisory, LLC 的前 5 大核心持股（包含 SPOT, MSFT, AAPL 等）合計佔整體申報市值的 7.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 219 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 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 5.49% | -4.55% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.65% | -0.70% | +6.40% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.84% | -1.11% | +6.86% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | -0.92% | +9.68% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.57% | -0.70% | +3.21% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.57% | -0.82% | +1.30% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 2.55% | -0.81% | +3.17% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.37% | -1.13% | +4.87% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.75% | -0.58% | +1.30% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | -0.25% | +3.00% | |
| 11 | ADBE | Adobe Inc | 股票-科技 | 1.51% | -0.13% | +3.11% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.48% | -0.62% | +1.80% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | -0.51% | +1.45% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.42% | -0.16% | +4.66% | |
| 15 | CTAS | Cintas CORP | 股票-工業 | 1.33% | -0.38% | +4.55% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | -0.41% | -7.11% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.28% | -0.21% | +1.13% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.24% | -0.31% | +1.99% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.23% | -0.45% | +1.43% | |
| 20 | CPNG | Coupang Inc | 股票-循環性消費 | 1.16% | -0.54% | -0.10% | |
| 21 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.09% | -0.45% | -1.54% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.08% | -0.26% | +4.48% | |
| 23 | PWR | Quanta Services Inc | 股票-工業 | 1.04% | -0.21% | +5.42% | |
| 24 | EOG | Eog Resources Inc | 股票-能源 | 1.03% | -0.25% | +16.29% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.01% | -0.39% | +2.18% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.98% | +0.39% | +20.11% | |
| 27 | AMGN | Amgen Inc | 股票-醫療保健 | 0.97% | -0.07% | +14.13% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.95% | -0.22% | +8.66% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.94% | -0.02% | +0.02% | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.92% | +0.03% | NEW | |
| 31 | LYFT | Lyft Inc-a | 股票-科技 | 0.91% | — | — | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.90% | -0.57% | +172.70% | |
| 33 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.87% | -0.29% | +0.96% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.86% | -0.24% | -0.45% | |
| 35 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.86% | — | +20.02% | |
| 36 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.84% | -0.30% | +1.99% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.84% | +0.06% | +21.60% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.78% | -0.02% | +0.28% | |
| 39 | ROP | Roper Technologies Inc | 股票-科技 | 0.77% | — | -9.46% | |
| 40 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.75% | -0.06% | +15.04% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.74% | +0.05% | NEW | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.72% | -0.16% | +14.88% | |
| 43 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.70% | +0.02% | NEW | |
| 44 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.70% | -0.30% | +4.69% | |
| 45 | TT | Trane Technologies plc | 股票-工業 | 0.69% | -0.18% | +5.97% | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.68% | -0.02% | -19.48% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工業 | 0.66% | -0.22% | +6.26% | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.62% | -0.25% | +19.87% | |
| 49 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.62% | -0.15% | -4.01% | |
| 50 | SNPS | Synopsys Inc | 股票-科技 | 0.62% | -0.08% | +2.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +9.68% | 加碼 |
| 2 | SPOT | Spotify Technology S.A. | +1.1% | — | 不變 |
| 3 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | NEW | 新建倉 |
| 4 | DIS | Walt Disney Co/the | +0.4% | +66.74% | 加碼 |
| 5 | MSTR | Strategy Inc | +0.4% | +92.31% | 加碼 |
| 6 | COF | Capital One Financial CORP | +0.4% | NEW | 新建倉 |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | +0.3% | NEW | 新建倉 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +3.21% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.2% | +6.40% | 加碼 |
| 10 | GDX | Vaneck Gold Miners ETF | +0.2% | NEW | 新建倉 |
| 11 | AVGO | Broadcom Inc | +0.2% | +254.55% | 加碼 |
| 12 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +39.73% | 加碼 |
| 13 | KLAC | Kla CORP | +0.1% | +73.84% | 加碼 |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | 新建倉 |
| 15 | VCIT | Vanguard Int-term Corporate | +0.1% | NEW | 新建倉 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | 新建倉 |
| 17 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +20.11% | 加碼 |
| 18 | SCHX | Schwab US Large-cap ETF | +0.1% | +21.60% | 加碼 |
| 19 | SDVY | First Trust Smid Cap Rising | +0.1% | NEW | 新建倉 |
| 20 | PWR | Quanta Services Inc | +0.1% | +5.42% | 加碼 |
| 21 | LYFT | Lyft Inc-a | +0.1% | — | 不變 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +53.11% | 加碼 |
| 23 | ASML | ASML Holding N.V. | +0.1% | +0.02% | 加碼 |
| 24 | CRM | Salesforce Inc | +0.1% | +14.88% | 加碼 |
| 25 | PH | Parker Hannifin CORP | +0.1% | +12.86% | 加碼 |
| 26 | MO | Altria Group Inc | +0.1% | +37.50% | 加碼 |
| 27 | TT | Trane Technologies plc | +0.1% | +5.97% | 加碼 |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +30.38% | 加碼 |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +1.45% | 加碼 |
| 30 | EOG | Eog Resources Inc | +0.1% | +16.29% | 加碼 |
| 31 | HCA | Hca Healthcare Inc | +0.1% | +0.96% | 加碼 |
| 32 | CTAS | Cintas CORP | +0.1% | +4.55% | 加碼 |
| 33 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +20.02% | 加碼 |
| 34 | MA | Mastercard Inc - A | 0% | +1.30% | 加碼 |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | +4.87% | 加碼 |
| 36 | COST | Costco Wholesale CORP | — | +1.43% | 加碼 |
| 37 | HD | Home Depot Inc | 0% | +1.13% | 加碼 |
| 38 | V | Visa Inc-class A Shares | 0% | +3.00% | 加碼 |
| 39 | PAYX | Paychex Inc | -0.2% | EXIT | 清倉 |
| 40 | PKST | Peakstone Realty Trust | -0.2% | EXIT | 清倉 |
| 41 | SCHM | Schwab US Mid Cap ETF | -0.2% | EXIT | 清倉 |
| 42 | CION | Cion Investment CORP | -0.2% | -39.22% | 減碼 |
| 43 | CSCO | Cisco Systems Inc | -0.3% | -44.67% | 減碼 |
| 44 | EMR | Emerson Electric Co | -0.3% | -59.75% | 減碼 |
| 45 | ARCC | Ares Capital CORP | -0.3% | EXIT | 清倉 |
| 46 | ACN | Accenture plc | -0.4% | -72.79% | 減碼 |
| 47 | ADBE | Adobe Inc | -0.5% | +3.11% | 加碼 |
| 48 | GILD | Gilead Sciences Inc | -0.5% | EXIT | 清倉 |
| 49 | AAPL | Apple Inc | -0.5% | +6.86% | 加碼 |
| 50 | EQIX | Equinix Inc | -0.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Trivium Point Advisory, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$11.0億，共申報了 219 個公開持股部位。
在 Q1 2024 季度，Trivium Point Advisory, LLC 按市值排列的前三大核心持股分別為：SPOT (5.5%)、MSFT (3.6%)、AAPL (2.8%)。其中最大持股部位 SPOT 佔據整體投資組合約 5.5% 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
NVO
市值: US$200.0萬
本季最大獲利了結 / 清倉標的
EQIX
前期市值: US$309.4萬
在 Q1 2024 季度中，Trivium Point Advisory, LLC 共進行了 48 項持倉異動，包含新建倉 8 個部位、加碼 30 個部位、減碼 4 個部位以及清倉 6 個部位。 其中最大新建倉標的為 NVO。 本季清倉部位包含 EQIX。
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。