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
338 檔
12.6%
Trivium Point Advisory, LLC 在 Q4 2024 季度的美股部位總計估值為 US$11.0億，分散於 338 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2024 數據顯示 Trivium Point Advisory, LLC 積極進場，新開立 4 個部位並同步加碼 35 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SPOT, NVDA, MSFT）累計市值佔比達 12.6%，是驅動 Trivium Point Advisory, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 338 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 | 5.58% | -4.55% | +6097.55% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.57% | -0.92% | +17.52% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | -0.70% | +13.75% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.03% | -1.11% | +8.51% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.31% | -0.70% | +21.21% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.06% | -1.13% | +6.78% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.74% | -0.81% | +1.56% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.62% | -0.82% | -12.51% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.52% | +0.39% | +8.90% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.43% | +1.00% | -4.26% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.51% | +18.40% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.17% | -0.58% | +11.77% | |
| 13 | TSLA | Tesla Inc | 股票-循環性消費 | 1.09% | -0.25% | +18.51% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.25% | +7.18% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.08% | +2.99% | -2.47% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.02% | -0.16% | +18.43% | |
| 17 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.00% | +0.02% | NEW | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.99% | -0.62% | +6.39% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.94% | -0.21% | +17.32% | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.93% | +0.39% | +2.74% | |
| 21 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.91% | -0.45% | +12.75% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | +0.83% | +8.84% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.85% | -0.45% | +7.86% | |
| 24 | CPNG | Coupang Inc | 股票-循環性消費 | 0.84% | -0.54% | +150.34% | |
| 25 | WMB | Williams Cos Inc | 股票-能源 | 0.84% | +0.61% | -2.21% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.82% | +0.06% | +5.09% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 0.82% | -0.13% | +2.58% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.81% | -0.57% | +13.01% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | -0.41% | +7.60% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.76% | +0.31% | +20.56% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.76% | +0.55% | NEW | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.76% | — | +6.42% | |
| 33 | AGNC | Agnc Investment CORP | 股票-房地產 | 0.73% | +0.81% | +7.97% | |
| 34 | CTAS | Cintas CORP | 股票-工業 | 0.71% | -0.38% | +15.21% | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.69% | -0.31% | +8.48% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.67% | -0.39% | +3.11% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | -0.41% | +17.80% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.65% | -0.22% | +4.56% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.64% | -0.26% | +9.43% | |
| 40 | TT | Trane Technologies plc | 股票-工業 | 0.64% | -0.18% | +5.29% | |
| 41 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.62% | +1.30% | +8.29% | |
| 42 | PWR | Quanta Services Inc | 股票-工業 | 0.62% | -0.21% | +17.71% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.62% | +0.72% | -2.51% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.61% | -0.19% | +5.40% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.58% | -0.09% | +70.35% | |
| 46 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 0.58% | — | +14.58% | |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.56% | +0.29% | +5.36% | |
| 48 | LNG | Cheniere Energy Inc | 股票-能源 | 0.55% | +0.90% | -1.51% | |
| 49 | EOG | Eog Resources Inc | 股票-能源 | 0.54% | -0.25% | +5.05% | |
| 50 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.53% | — | +5.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPOT | Spotify Technology S.A. | +5.5% | +6097.55% | 加碼 |
| 2 | CPNG | Coupang Inc | +0.4% | +150.34% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +21.21% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.3% | +18.51% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | +8.51% | 加碼 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +70.35% | 加碼 |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +146.76% | 加碼 |
| 8 | SUB | Ishares Short-term National | +0.2% | NEW | 新建倉 |
| 9 | AVGO | Broadcom Inc | +0.2% | +9.43% | 加碼 |
| 10 | VB | Vanguard Small-cap ETF | +0.2% | +156.30% | 加碼 |
| 11 | PAVE | Global X US Infrastructure | +0.2% | NEW | 新建倉 |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +366.05% | 加碼 |
| 13 | IWF | Ishares Russell 1000 Growth | +0.1% | +406.02% | 加碼 |
| 14 | RBLX | Roblox CORP -class A | +0.1% | NEW | 新建倉 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +18.40% | 加碼 |
| 16 | CME | Cme Group Inc | +0.1% | +30.35% | 加碼 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +47.65% | 加碼 |
| 18 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +64.83% | 加碼 |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | 新建倉 |
| 20 | LLY | Eli Lilly & Co | +0.1% | +63.10% | 加碼 |
| 21 | MSFT | Microsoft CORP | +0.1% | +13.75% | 加碼 |
| 22 | WMT | Walmart Inc | +0.1% | +13.01% | 加碼 |
| 23 | MUB | Ishares National Muni Bond E | +0.1% | +55.90% | 加碼 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.78% | 加碼 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +20.56% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +17.80% | 加碼 |
| 27 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +5.21% | 加碼 |
| 28 | ASML | ASML Holding N.V. | +0.1% | +17.65% | 加碼 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +8.84% | 加碼 |
| 30 | DIS | Walt Disney Co/the | 0% | +13.60% | 加碼 |
| 31 | MA | Mastercard Inc - A | 0% | +11.77% | 加碼 |
| 32 | PWR | Quanta Services Inc | 0% | +17.71% | 加碼 |
| 33 | DDOG | Datadog Inc - Class A | 0% | +6.44% | 加碼 |
| 34 | HD | Home Depot Inc | 0% | +17.32% | 加碼 |
| 35 | V | Visa Inc-class A Shares | 0% | +7.18% | 加碼 |
| 36 | QQQM | Invesco Nasdaq 100 ETF | 0% | +8.90% | 加碼 |
| 37 | NNN | Nnn Reit Inc | -0.1% | EXIT | 清倉 |
| 38 | NVDA | Nvidia CORP | -0.1% | +17.52% | 加碼 |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -39.82% | 減碼 |
| 40 | ORCL | Oracle CORP | -0.1% | -1.99% | 減碼 |
| 41 | AMGN | Amgen Inc | -0.1% | +1.26% | 加碼 |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -35.16% | 減碼 |
| 43 | PEP | Pepsico Inc | -0.2% | -12.70% | 減碼 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -4.26% | 減碼 |
| 45 | BUD | Anheuser-busch Inbev-spn Adr | -0.2% | -42.06% | 減碼 |
| 46 | ADBE | Adobe Inc | -0.2% | +2.58% | 加碼 |
| 47 | TOTL | Ss Doubleline Tr Tact ETF | -0.3% | -17.85% | 減碼 |
| 48 | LMBS | First Trust Low Duration Opp | -0.3% | EXIT | 清倉 |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.5% | -12.51% | 減碼 |
| 50 | XBI | Ss Spdr S&p Biotech ETF | -0.7% | -61.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Trivium Point Advisory, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$11.0億，共申報了 338 個公開持股部位。
在 Q4 2024 季度，Trivium Point Advisory, LLC 按市值排列的前三大核心持股分別為：SPOT (5.6%)、NVDA (3.6%)、MSFT (3.1%)。其中最大持股部位 SPOT 佔據整體投資組合約 5.6% 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
SUB
市值: US$138.7萬
本季最大獲利了結 / 清倉標的
LMBS
前期市值: US$236.4萬
在 Q4 2024 季度中，Trivium Point Advisory, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 35 個部位、減碼 9 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SUB。 本季清倉部位包含 LMBS。
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。