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: 0001535588
申報總市值
US$53.1億
US$53.1億
814 檔
322.7%
在 Q3 2024 申報期間，Twin Tree Management, LP（CIK: 0001535588）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$53.1億，共持有 814 個公開申報部位。
在 Q3 2024 期間，Twin Tree Management, LP 展現了靈活的資產再平衡步調，透過出清 4 檔弱勢或達到目標價部位，將資金轉置於 22 檔新建倉標的之中。
在資產配置集中度方面，Twin Tree Management, LP 的前 5 大核心持股（包含 SPY, GLD, IAU 等）合計佔整體申報市值的 322.7%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
HD
市值: US$3.6億
本季最大獲利了結 / 清倉標的
XLU
前期市值: US$2.0億
僅顯示前 200 大持股（共 814 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 22.11% | -1.96% | +82.40% | |
| 2 | GLD | Spdr Gold Shares | ETF-避險與商品 | 5.41% | -0.97% | -19.44% | |
| 3 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.30% | -0.22% | -1.94% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.07% | -0.19% | -38.30% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.72% | — | +734.75% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | -3.97% | +114.49% | |
| 7 | SLV | Ishares Silver Trust | ETF-避險與商品 | 1.37% | -0.65% | +9.86% | |
| 8 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.15% | -0.19% | +818.78% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.10% | +0.11% | +744.46% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.03% | -0.13% | -54.47% | |
| 11 | GWW | Ww Grainger Inc | 股票-工業 | 0.97% | -0.14% | +18.81% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | +0.04% | +60.88% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 0.87% | -0.14% | EXIT | |
| 14 | ASML | ASML Holding N.V. | 股票-科技 | 0.81% | +0.63% | +83.64% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | -0.26% | +246.12% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.80% | +0.16% | NEW | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | -0.21% | +18.71% | |
| 18 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.73% | -0.10% | +237.86% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.71% | — | — | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 0.69% | +0.04% | +16.29% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.67% | -0.01% | -10.72% | |
| 22 | TSLA | Tesla Inc | 股票-循環性消費 | 0.67% | +0.03% | +18.68% | |
| 23 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.64% | +0.21% | +24921.00% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.20% | +193.85% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.61% | +0.04% | +134.18% | |
| 26 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.60% | +0.10% | +231.67% | |
| 27 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.59% | +0.11% | +686.93% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | -0.59% | -19.31% | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 0.55% | +0.40% | +25.45% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.10% | -21.87% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | +0.83% | +11.28% | |
| 32 | DELL | Dell Technologies -c | 股票-科技 | 0.52% | +0.05% | +652.36% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | -0.35% | -1.02% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.47% | — | -16.28% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | -0.43% | +11.55% | |
| 36 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.46% | — | +54.21% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.45% | -0.52% | +53.44% | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.45% | -0.14% | +24.04% | |
| 39 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.42% | +0.26% | NEW | |
| 40 | TGT | Target CORP | 股票-循環性消費 | 0.42% | -0.05% | -25.68% | |
| 41 | MRVL | Marvell Technology Inc | 股票-科技 | 0.42% | -0.20% | -42.85% | |
| 42 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.42% | -0.05% | -15.44% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.39% | +0.36% | -69.92% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.36% | +0.80% | -11.14% | |
| 45 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.36% | -0.19% | +592.56% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.35% | +0.22% | -46.35% | |
| 47 | CEG | Constellation Energy | 股票-公用事業 | 0.34% | +0.18% | +707.32% | |
| 48 | PFE | Pfizer Inc | 股票-醫療保健 | 0.34% | +0.25% | +59.74% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.34% | -0.02% | +308.97% | |
| 50 | INTU | Intuit Inc | 股票-科技 | 0.34% | +0.19% | -63.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +8.9% | +82.40% | 加碼 |
| 2 | XLK | Ss Technology Select Sector | +1.5% | +734.75% | 加碼 |
| 3 | SPOT | Spotify Technology S.A. | +1% | +818.78% | 加碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +114.49% | 加碼 |
| 5 | HD | Home Depot Inc | +0.7% | NEW | 新建倉 |
| 6 | PYPL | Paypal Holdings Inc | +0.6% | +24921.00% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.6% | +246.12% | 加碼 |
| 8 | NKE | Nike Inc -cl B | +0.5% | +237.86% | 加碼 |
| 9 | SBUX | Starbucks CORP | +0.5% | +686.93% | 加碼 |
| 10 | SOXX | Ishares Semiconductor ETF | +0.5% | +185.68% | 加碼 |
| 11 | DELL | Dell Technologies -c | +0.4% | +652.36% | 加碼 |
| 12 | VZ | Verizon Communications Inc | +0.4% | +231.67% | 加碼 |
| 13 | LLY | Eli Lilly & Co | +0.4% | +193.85% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.3% | +60.88% | 加碼 |
| 15 | PH | Parker Hannifin CORP | +0.3% | NEW | 新建倉 |
| 16 | XLV | Ss Health Care Select Sector | +0.3% | +134.18% | 加碼 |
| 17 | SHOP | Shopify Inc - Class A | +0.3% | +592.56% | 加碼 |
| 18 | CEG | Constellation Energy | +0.3% | +707.32% | 加碼 |
| 19 | ETN | Eaton Corporation plc | +0.3% | +9844.70% | 加碼 |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | NEW | 新建倉 |
| 21 | USB | US Bancorp | +0.3% | +308.97% | 加碼 |
| 22 | FERG | Ferguson Enterprises Inc | +0.3% | NEW | 新建倉 |
| 23 | DRI | Darden Restaurants Inc | +0.3% | +20369.87% | 加碼 |
| 24 | EFA | Ishares Msci Eafe ETF | +0.3% | NEW | 新建倉 |
| 25 | TMUS | T-mobile US Inc | +0.3% | +4403.88% | 加碼 |
| 26 | ON | On Semiconductor | +0.2% | +1830.49% | 加碼 |
| 27 | AMD | Advanced Micro Devices | +0.2% | +48.44% | 加碼 |
| 28 | ABX | Barrick Gold CORP | +0.2% | +356.28% | 加碼 |
| 29 | ASML | ASML Holding N.V. | +0.2% | +83.64% | 加碼 |
| 30 | KVUE | Kenvue Inc | +0.2% | +54.21% | 加碼 |
| 31 | WFC | Wells Fargo & Co | +0.2% | +507.74% | 加碼 |
| 32 | ARM | Arm Holdings Plc-adr | +0.2% | NEW | 新建倉 |
| 33 | EWJ | Ishares Msci Japan ETF | +0.2% | +5328.35% | 加碼 |
| 34 | TSLA | Tesla Inc | +0.2% | +18.68% | 加碼 |
| 35 | STZ | Constellation Brands Inc-a | +0.2% | +270.59% | 加碼 |
| 36 | LRCXEUR | Lam Research CORP | +0.2% | +3034.68% | 加碼 |
| 37 | XLY | Ss Consumer Disc Select Sect | +0.2% | NEW | 新建倉 |
| 38 | LYB | LyondellBasell Industries N.V. | +0.2% | NEW | 新建倉 |
| 39 | GDX | Vaneck Gold Miners ETF | +0.2% | +53.44% | 加碼 |
| 40 | RACE | Ferrari N.V. | +0.2% | NEW | 新建倉 |
| 41 | GE | General Electric | +0.2% | NEW | 新建倉 |
| 42 | GWW | Ww Grainger Inc | +0.2% | +18.81% | 加碼 |
| 43 | APP | Applovin Corp-class A | +0.2% | +90.42% | 加碼 |
| 44 | BAC | Bank Of America CORP | +0.2% | +197109900.00% | 加碼 |
| 45 | DHI | Dr Horton Inc | +0.2% | +594.35% | 加碼 |
| 46 | TECK | Teck Resources Ltd-cls B | +0.1% | +186.46% | 加碼 |
| 47 | LOW | Lowe's Cos Inc | +0.1% | +338.48% | 加碼 |
| 48 | QSR | Restaurant Brands Intern | +0.1% | +334.46% | 加碼 |
| 49 | PM | Philip Morris International | +0.1% | NEW | 新建倉 |
| 50 | WYNN | Wynn Resorts LTD | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Twin Tree Management, LP 在 Q3 2024 季度的美股持倉總市值約為 US$53.1億，共申報了 814 個公開持股部位。
在 Q3 2024 季度，Twin Tree Management, LP 按市值排列的前三大核心持股分別為：SPY (22.1%)、GLD (5.4%)、IAU (2.3%)。其中最大持股部位 SPY 佔據整體投資組合約 22.1% 的權重。
在 Q3 2024 季度中，Twin Tree Management, LP 共進行了 200 項持倉異動，包含新建倉 22 個部位、加碼 84 個部位、減碼 90 個部位以及清倉 4 個部位。 其中最大新建倉標的為 HD。 本季清倉部位包含 XLU。
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。
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。
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。