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
179 檔
4.3%
Q4 2024 季度申報顯示，TrueMark Investments, LLC 揭露的美股組合總市值為 US$8.0億，涵蓋 179 個不同之權益投資部位。
TrueMark Investments, LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 9 個全新部位及加碼 20 檔持股的同時，亦同步清倉 12 檔並減碼 9 檔標的。
整體而言，TrueMark Investments, LLC 的前 5 大持股（包含 ENB, VZ, BTI）貢獻了組合市值的 4.3%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | ENB | Enbridge Inc | 股票-能源 | 2.51% | -0.38% | +66.04% | |
| 2 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.47% | -1.06% | +47.48% | |
| 3 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 2.16% | -0.56% | +0.22% | |
| 4 | PM | Philip Morris International | 股票-非循環性消費 | 1.93% | -0.80% | +9.30% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 1.84% | — | +101.45% | |
| 6 | SBR | Sabine Royalty Trust | 股票-其他 | 1.83% | — | +547.00% | |
| 7 | GNL | Global Net Lease Inc | 股票-房地產 | 1.79% | — | +65.14% | |
| 8 | CLM | Cornerstone Strategic Invest | 股票-其他 | 1.78% | — | +6.20% | |
| 9 | OWL | Blue Owl Capital Inc | 股票-金融 | 1.76% | — | +49.79% | |
| 10 | INSW | International Seaways, Inc. | 股票-其他 | 1.75% | — | +69.08% | |
| 11 | CLX | Clorox Company | 股票-非循環性消費 | 1.75% | — | +1788.46% | |
| 12 | MPLX | Mplx LP | 股票-能源 | 1.72% | -0.70% | — | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.69% | -0.19% | +458.49% | |
| 14 | TCPC | Blackrock Tcp Capital CORP | 股票-其他 | 1.68% | — | — | |
| 15 | DAC | Danaos Corporation | 股票-其他 | 1.67% | — | +252.92% | |
| 16 | FSK | Fs Kkr Capital CORP | 股票-金融 | 1.67% | -0.09% | EXIT | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.66% | +1.01% | +54.10% | |
| 18 | DDS | Dillards Inc-cl A | 股票-其他 | 1.62% | — | +805.69% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.62% | +0.08% | +42.94% | |
| 20 | OXLC | Oxford Lane Capital Corp. | 股票-其他 | 1.62% | — | +88.53% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.61% | -0.48% | +48.70% | |
| 22 | C | Citigroup Inc | 股票-金融 | 1.59% | — | +9.24% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.50% | -0.47% | +51.80% | |
| 24 | UPS | United Parcel Service-cl B | 股票-工業 | 1.48% | -0.36% | +9.28% | |
| 25 | CRF | Cornerstone Total Return | 股票-其他 | 1.48% | — | +25.42% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.48% | -0.67% | -27.18% | |
| 27 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 1.48% | +0.05% | NEW | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.33% | — | +9.18% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.32% | — | +9.24% | |
| 30 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.30% | — | +9.26% | |
| 31 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.27% | — | — | |
| 32 | AEP | American Electric Power | 股票-公用事業 | 1.26% | -0.34% | +8.88% | |
| 33 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.25% | — | +77.92% | |
| 34 | D | Dominion Energy Inc | 股票-公用事業 | 1.23% | -1.70% | EXIT | |
| 35 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.20% | -0.65% | +4.50% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | -0.44% | -7.46% | |
| 37 | CRH | CRH plc | 股票-原物料 | 1.15% | — | +9.19% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 1.14% | -1.77% | +9.27% | |
| 39 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.10% | -0.68% | -39.91% | |
| 40 | SRE | Sempra | 股票-公用事業 | 1.08% | — | — | |
| 41 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.05% | +0.19% | +8.00% | |
| 42 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.00% | — | +66.50% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.99% | -0.23% | -7.59% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.92% | — | -15.84% | |
| 45 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 0.89% | — | +198.45% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.89% | — | +557.70% | |
| 47 | IOT | Samsara Inc-cl A | 股票-科技 | 0.86% | -0.09% | -7.58% | |
| 48 | T | At&t Inc | 股票-通訊服務 | 0.86% | — | — | |
| 49 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 0.82% | — | +29.66% | |
| 50 | GOF | Guggenheim Strategic Opport | 股票-其他 | 0.81% | +0.02% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MPLX | Mplx LP | +1.7% | NEW | 新建倉 |
| 2 | TCPC | Blackrock Tcp Capital CORP | +1.7% | NEW | 新建倉 |
| 3 | CLX | Clorox Company | +1.7% | +1788.46% | 加碼 |
| 4 | SBR | Sabine Royalty Trust | +1.6% | +547.00% | 加碼 |
| 5 | DDS | Dillards Inc-cl A | +1.5% | +805.69% | 加碼 |
| 6 | ABBV | Abbvie Inc | +1.4% | +458.49% | 加碼 |
| 7 | NRG | Nrg Energy Inc | +1.3% | NEW | 新建倉 |
| 8 | DAC | Danaos Corporation | +1.2% | +252.92% | 加碼 |
| 9 | SRE | Sempra | +1.1% | NEW | 新建倉 |
| 10 | ENB | Enbridge Inc | +1.1% | +66.04% | 加碼 |
| 11 | FSK | Fs Kkr Capital CORP | +1.1% | +146.27% | 加碼 |
| 12 | ORCL | Oracle CORP | +0.9% | +101.45% | 加碼 |
| 13 | T | At&t Inc | +0.9% | NEW | 新建倉 |
| 14 | OWL | Blue Owl Capital Inc | +0.8% | +49.79% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.8% | +42.94% | 加碼 |
| 16 | COST | Costco Wholesale CORP | +0.8% | +557.70% | 加碼 |
| 17 | OXLC | Oxford Lane Capital Corp. | +0.7% | +88.53% | 加碼 |
| 18 | HRZN | Horizon Technology Finance C | +0.6% | NEW | 新建倉 |
| 19 | GBDC | Golub Capital Bdc Inc | +0.6% | +198.45% | 加碼 |
| 20 | VZ | Verizon Communications Inc | +0.6% | +47.48% | 加碼 |
| 21 | GIS | General Mills Inc | +0.6% | +413.66% | 加碼 |
| 22 | QYLD | Global X Nasd 100 Cov Call | +0.6% | +77.92% | 加碼 |
| 23 | GNL | Global Net Lease Inc | +0.5% | +65.14% | 加碼 |
| 24 | WSO | Watsco Inc | +0.5% | +206.44% | 加碼 |
| 25 | FDUS | Fidus Investment CORP | +0.5% | NEW | 新建倉 |
| 26 | UVV | Universal Corp/va | +0.5% | NEW | 新建倉 |
| 27 | XAODX | Abrdn Total Dynamic Dividend | +0.5% | NEW | 新建倉 |
| 28 | TRGP | Targa Resources CORP | +0.5% | +302.90% | 加碼 |
| 29 | DKS | Dick's Sporting Goods Inc | +0.5% | +66.50% | 加碼 |
| 30 | PDI | Pimco Dynamic Income Fund | -0.5% | -57.35% | 減碼 |
| 31 | ECC | Eagle Point Credit Co | -0.5% | -48.37% | 減碼 |
| 32 | RC | Ready Capital CORP | -0.5% | -47.06% | 減碼 |
| 33 | LMT | Lockheed Martin CORP | -0.6% | EXIT | 清倉 |
| 34 | PSEC | Prospect Capital CORP | -0.6% | -32.00% | 減碼 |
| 35 | CWH | Camping World Holdings Inc-a | -0.6% | EXIT | 清倉 |
| 36 | BCC | Boise Cascade Co | -0.6% | EXIT | 清倉 |
| 37 | KRP | Kimbell Royalty Partners LP | -0.6% | EXIT | 清倉 |
| 38 | GOF | Guggenheim Strategic Opport | -0.7% | -43.44% | 減碼 |
| 39 | EOG | Eog Resources Inc | -0.7% | EXIT | 清倉 |
| 40 | MS | Morgan Stanley | -0.8% | EXIT | 清倉 |
| 41 | DHT | DHT Holdings, Inc. | -0.8% | -52.16% | 減碼 |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | -0.9% | EXIT | 清倉 |
| 43 | ABR | Arbor Realty Trust Inc | -0.9% | -53.98% | 減碼 |
| 44 | NEE | Nextera Energy Inc | -0.9% | -27.18% | 減碼 |
| 45 | NAT | Nordic American Tankers Limited | -1% | -51.46% | 減碼 |
| 46 | HTGC | Hercules Capital Inc | -1.3% | EXIT | 清倉 |
| 47 | MDT | Medtronic plc | -1.5% | EXIT | 清倉 |
| 48 | SBUX | Starbucks CORP | -1.5% | EXIT | 清倉 |
| 49 | OCSL | Oaktree Specialty Lending Co | -1.5% | EXIT | 清倉 |
| 50 | XOM | Exxon Mobil CORP | -1.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，TrueMark Investments, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$8.0億，共申報了 179 個公開持股部位。
在 Q4 2024 季度，TrueMark Investments, LLC 按市值排列的前三大核心持股分別為：ENB (2.5%)、VZ (2.5%)、BTI (2.2%)。其中最大持股部位 ENB 佔據整體投資組合約 2.5% 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
MPLX
市值: US$539.4萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$486.7萬
在 Q4 2024 季度中，TrueMark Investments, LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 20 個部位、減碼 9 個部位以及清倉 12 個部位。 其中最大新建倉標的為 MPLX。 本季清倉部位包含 XOM。
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。