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: 0001974457
申報總市值
US$8.0億
US$8.0億
239 檔
3.8%
在 Q3 2024 申報期間，TrueMark Investments, LLC（CIK: 0001974457）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$8.0億，共持有 239 個公開申報部位。
TrueMark Investments, LLC 於 Q3 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 22 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，TrueMark Investments, LLC 的前 5 大核心持股（包含 NEE, BTI, VZ 等）合計佔整體申報市值的 3.8%，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 239 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 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.41% | -0.67% | +7.71% | |
| 2 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 2.18% | -0.56% | -1.79% | |
| 3 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.89% | -1.06% | +10.34% | |
| 4 | PM | Philip Morris International | 股票-非循環性消費 | 1.79% | -0.80% | +10.37% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | — | +10.33% | |
| 6 | ABR | Arbor Realty Trust Inc | 股票-房地產 | 1.54% | — | +53.19% | |
| 7 | OCSL | Oaktree Specialty Lending Co | 股票-其他 | 1.51% | -0.06% | EXIT | |
| 8 | CLM | Cornerstone Strategic Invest | 股票-其他 | 1.50% | — | +4.32% | |
| 9 | GOF | Guggenheim Strategic Opport | 股票-其他 | 1.49% | +0.02% | NEW | |
| 10 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.49% | — | — | |
| 11 | INSW | International Seaways, Inc. | 股票-其他 | 1.49% | — | +26.64% | |
| 12 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.48% | -0.68% | +28.86% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工業 | 1.48% | -0.36% | — | |
| 14 | ENB | Enbridge Inc | 股票-能源 | 1.46% | -0.38% | — | |
| 15 | NAT | Nordic American Tankers Limited | 股票-其他 | 1.45% | — | +12.26% | |
| 16 | MDT | Medtronic plc | 股票-醫療保健 | 1.45% | — | +55.26% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.40% | — | — | |
| 18 | DHT | DHT Holdings, Inc. | 股票-其他 | 1.39% | — | +3.92% | |
| 19 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.31% | -0.65% | +4.07% | |
| 20 | C | Citigroup Inc | 股票-金融 | 1.30% | — | -17.50% | |
| 21 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.29% | — | +215.62% | |
| 22 | AEP | American Electric Power | 股票-公用事業 | 1.29% | -0.34% | -28.36% | |
| 23 | PSEC | Prospect Capital CORP | 股票-其他 | 1.27% | — | +93.78% | |
| 24 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.26% | — | +10.23% | |
| 25 | HTGC | Hercules Capital Inc | 股票-金融 | 1.26% | — | +35.09% | |
| 26 | GNL | Global Net Lease Inc | 股票-房地產 | 1.25% | — | +1.31% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.25% | +1.01% | +10.12% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.22% | -0.48% | +31.82% | |
| 29 | D | Dominion Energy Inc | 股票-公用事業 | 1.22% | -1.70% | EXIT | |
| 30 | PFE | Pfizer Inc | 股票-醫療保健 | 1.20% | — | +7.77% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | -0.44% | -50.06% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.11% | -0.47% | +66.95% | |
| 33 | CRF | Cornerstone Total Return | 股票-其他 | 1.11% | — | +57.42% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.07% | -1.77% | -6.17% | |
| 35 | CRH | CRH plc | 股票-原物料 | 1.06% | — | -18.66% | |
| 36 | IOT | Samsara Inc-cl A | 股票-科技 | 1.04% | -0.09% | -20.30% | |
| 37 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 1.03% | +0.05% | NEW | |
| 38 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 0.99% | — | +42.27% | |
| 39 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.98% | — | +10.32% | |
| 40 | RC | Ready Capital CORP | 股票-其他 | 0.98% | — | +6.17% | |
| 41 | ECC | Eagle Point Credit Co | 股票-其他 | 0.97% | — | +112.89% | |
| 42 | FTQI | First Trust Nasdaq Buywrite | ETF-科技型 | 0.95% | — | -11.67% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.94% | — | -38.19% | |
| 44 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.89% | — | +10.36% | |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.89% | — | — | |
| 46 | OXLC | Oxford Lane Capital Corp. | 股票-其他 | 0.89% | — | +74.62% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.88% | -0.23% | -8.49% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.85% | +0.08% | +383.41% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.84% | +0.19% | -24.77% | |
| 50 | ORC | Orchid Island Capital Inc | 股票-其他 | 0.81% | — | -19.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SBUX | Starbucks CORP | +1.5% | NEW | 新建倉 |
| 2 | UPS | United Parcel Service-cl B | +1.5% | NEW | 新建倉 |
| 3 | ENB | Enbridge Inc | +1.5% | NEW | 新建倉 |
| 4 | KO | Coca-cola Co/the | +1.4% | NEW | 新建倉 |
| 5 | D | Dominion Energy Inc | +1.2% | NEW | 新建倉 |
| 6 | KVUE | Kenvue Inc | +1% | +215.62% | 加碼 |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | +0.9% | NEW | 新建倉 |
| 8 | KRP | Kimbell Royalty Partners LP | +0.6% | NEW | 新建倉 |
| 9 | MDT | Medtronic plc | +0.6% | +55.26% | 加碼 |
| 10 | ABR | Arbor Realty Trust Inc | +0.6% | +53.19% | 加碼 |
| 11 | PSEC | Prospect Capital CORP | +0.6% | +93.78% | 加碼 |
| 12 | ECC | Eagle Point Credit Co | +0.5% | +112.89% | 加碼 |
| 13 | PEP | Pepsico Inc | +0.4% | +66.95% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.4% | +7.71% | 加碼 |
| 15 | FSK | Fs Kkr Capital CORP | +0.4% | +187.88% | 加碼 |
| 16 | KMI | Kinder Morgan, Inc. | +0.4% | +28.86% | 加碼 |
| 17 | CRF | Cornerstone Total Return | +0.4% | +57.42% | 加碼 |
| 18 | PM | Philip Morris International | +0.4% | +10.37% | 加碼 |
| 19 | DX | Dynex Capital Inc | +0.3% | +79.38% | 加碼 |
| 20 | DKS | Dick's Sporting Goods Inc | +0.3% | +186.04% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.3% | +31.82% | 加碼 |
| 22 | OXLC | Oxford Lane Capital Corp. | +0.3% | +74.62% | 加碼 |
| 23 | BCC | Boise Cascade Co | +0.3% | +93.75% | 加碼 |
| 24 | QYLD | Global X Nasd 100 Cov Call | +0.3% | +88.46% | 加碼 |
| 25 | FCT | First Trust Snr Fl Rt Inc Ii | +0.3% | NEW | 新建倉 |
| 26 | XIFR | Xplr Infrastructure LP | +0.3% | +42.27% | 加碼 |
| 27 | HTGC | Hercules Capital Inc | +0.2% | +35.09% | 加碼 |
| 28 | PDI | Pimco Dynamic Income Fund | +0.2% | +43.83% | 加碼 |
| 29 | VZ | Verizon Communications Inc | +0.2% | +10.34% | 加碼 |
| 30 | BTI | British American Tob-sp Adr | +0.2% | -1.79% | 減碼 |
| 31 | STNG | Scorpio Tankers Inc. | -0.3% | -40.95% | 減碼 |
| 32 | LVHI | Franklin International Low V | -0.4% | -59.17% | 減碼 |
| 33 | CCOI | Cogent Communications Holdin | -0.4% | -64.96% | 減碼 |
| 34 | EOG | Eog Resources Inc | -0.4% | -28.64% | 減碼 |
| 35 | NYCBEUR | New York Community Bancorp | -0.4% | EXIT | 清倉 |
| 36 | ORCL | Oracle CORP | -0.4% | -38.19% | 減碼 |
| 37 | C | Citigroup Inc | -0.4% | -17.50% | 減碼 |
| 38 | RILY | Brc Group Holdings Inc | -0.4% | EXIT | 清倉 |
| 39 | CNA | Cna Financial CORP | -0.4% | -61.80% | 減碼 |
| 40 | TSLX | Sixth Street Specialty Lendi | -0.5% | -23.41% | 減碼 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | -0.5% | -8.49% | 減碼 |
| 42 | ACI | Albertsons Cos Inc - Class A | -0.6% | EXIT | 清倉 |
| 43 | ARR | Armour Residential Reit Inc | -0.6% | EXIT | 清倉 |
| 44 | QCOM | Qualcomm Inc | -0.7% | -58.07% | 減碼 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | -0.8% | EXIT | 清倉 |
| 46 | AVGO | Broadcom Inc | -0.9% | +383.41% | 加碼 |
| 47 | AES | Aes CORP | -0.9% | EXIT | 清倉 |
| 48 | DVN | Devon Energy CORP | -1% | -84.79% | 減碼 |
| 49 | NVDA | Nvidia CORP | -1.4% | -50.06% | 減碼 |
| 50 | ✓ | Cmb.Tech Nv Shs | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，TrueMark Investments, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$8.0億，共申報了 239 個公開持股部位。
在 Q3 2024 季度，TrueMark Investments, LLC 按市值排列的前三大核心持股分別為：NEE (2.4%)、BTI (2.2%)、VZ (1.9%)。其中最大持股部位 NEE 佔據整體投資組合約 2.4% 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
SBUX
市值: US$465.7萬
本季最大獲利了結 / 清倉標的
Cmb.Tech Nv Shs
前期市值: US$423.8萬
在 Q3 2024 季度中，TrueMark Investments, LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 22 個部位、減碼 13 個部位以及清倉 7 個部位。 其中最大新建倉標的為 SBUX。 本季清倉部位包含 Cmb.Tech Nv Shs。
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。