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: 0001019231
申報總市值
US$8.6億
US$8.6億
171 檔
31.8%
Q2 2024 季度申報顯示，University Of Texas/texas Am Investment Management Co 揭露的美股組合總市值為 US$8.6億，涵蓋 171 個不同之權益投資部位。
在 Q2 2024，University Of Texas/texas Am Investment Management Co 操作展現出積極擴展與加碼意向。本季共新建倉 20 個新部位，並對 21 個既有持股進行加碼（合計增持 41 檔），相較減碼與清倉部位顯著佔優。
整體而言，University Of Texas/texas Am Investment Management Co 的前 5 大持股（包含 BBRE, MSFT, AAPL）貢獻了組合市值的 31.8%，形成該機構在 Q2 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 | BBRE | JPM Betabldrs Msci US Reit | ETF-其他 | 41.89% | -6.50% | -0.18% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | -0.44% | +149.76% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.91% | +2.39% | +72.13% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.87% | +0.55% | +1344.81% | |
| 5 | HCP2EUR | Hashicorp Inc-cl A | 股票-其他 | 2.61% | — | +297.99% | |
| 6 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 2.28% | — | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.22% | +0.36% | +65.96% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.17% | +0.32% | +180.75% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.66% | -0.07% | -0.17% | |
| 10 | ✓ | Immatics NV | 股票-其他 | 1.58% | -0.18% | — | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.45% | +0.52% | +6977.43% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.45% | +0.95% | +43.41% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.42% | +0.07% | +40.93% | |
| 14 | TXN | Texas Instruments Inc | 股票-科技 | 1.21% | +0.96% | -16.39% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.17% | +0.09% | +2533.47% | |
| 16 | STT | State Street CORP | 股票-金融 | 1.07% | — | +132.02% | |
| 17 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.07% | +0.02% | NEW | |
| 18 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.02% | +0.31% | +101.32% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.01% | -0.54% | +35120.00% | |
| 20 | RNTX | Rein Therapeutics Inc | 股票-其他 | 0.96% | -0.04% | — | |
| 21 | ARW | Arrow Electronics Inc | 股票-科技 | 0.95% | — | — | |
| 22 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.90% | -0.19% | +286.25% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.78% | +0.59% | +428.81% | |
| 24 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.78% | — | +13729.19% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 0.76% | — | +231.52% | |
| 26 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.74% | -0.57% | +16.06% | |
| 27 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.72% | +0.01% | — | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 0.72% | +0.09% | — | |
| 29 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.67% | — | — | |
| 30 | CSX | Csx CORP | 股票-工業 | 0.67% | -0.01% | — | |
| 31 | TEL | TE Connectivity plc | 股票-科技 | 0.64% | — | +20.99% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | +0.05% | NEW | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.61% | +0.52% | -6.04% | |
| 34 | CNQ | Canadian Natural Resources | 股票-能源 | 0.56% | — | +195.93% | |
| 35 | AL | Air Lease CORP | 股票-其他 | 0.52% | — | — | |
| 36 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.52% | -0.36% | — | |
| 37 | SHEL | Shell Plc-adr | 股票-能源 | 0.50% | — | +4757.30% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.45% | +1.02% | — | |
| 39 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.44% | — | -21.64% | |
| 40 | UBER | Uber Technologies Inc | 股票-工業 | 0.43% | -0.12% | — | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.38% | -0.01% | +12.67% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.37% | +0.03% | — | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.37% | +0.05% | +191.61% | |
| 44 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.35% | -0.07% | +1831.25% | |
| 45 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.32% | +0.02% | NEW | |
| 46 | WMB | Williams Cos Inc | 股票-能源 | 0.32% | — | +136.86% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.32% | +0.30% | NEW | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.32% | +0.25% | +14.45% | |
| 49 | FISV | Fiserv Inc | 股票-其他 | 0.31% | — | NEW | |
| 50 | DFSEUR | Discover Financial Services | 股票-其他 | 0.31% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DOCN | Digitalocean Holdings Inc | +2.3% | NEW | 新建倉 |
| 2 | HCP2EUR | Hashicorp Inc-cl A | +2% | +297.99% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1.8% | +1344.81% | 加碼 |
| 4 | MSFT | Microsoft CORP | +1.7% | +149.76% | 加碼 |
| 5 | WMT | Walmart Inc | +1.4% | +6977.43% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +1.3% | +180.75% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +1.1% | +2533.47% | 加碼 |
| 8 | ELV | Elevance Health Inc | +1.1% | NEW | 新建倉 |
| 9 | BAC | Bank Of America CORP | +1% | +35120.00% | 加碼 |
| 10 | RNTX | Rein Therapeutics Inc | +1% | NEW | 新建倉 |
| 11 | ARW | Arrow Electronics Inc | +1% | NEW | 新建倉 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.8% | +65.96% | 加碼 |
| 13 | TTWO | Take-two Interactive Softwre | +0.8% | +13729.19% | 加碼 |
| 14 | AAPL | Apple Inc | +0.7% | +72.13% | 加碼 |
| 15 | MRSH | Marsh & Mclennan Cos | +0.7% | NEW | 新建倉 |
| 16 | MU | Micron Technology Inc | +0.7% | NEW | 新建倉 |
| 17 | KHC | Kraft Heinz Co/the | +0.7% | NEW | 新建倉 |
| 18 | CSX | Csx CORP | +0.7% | NEW | 新建倉 |
| 19 | AVGO | Broadcom Inc | +0.6% | +428.81% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.6% | NEW | 新建倉 |
| 21 | SSNC | Ss&c Technologies Holdings | +0.6% | +286.25% | 加碼 |
| 22 | NFLX | Netflix Inc | +0.5% | +231.52% | 加碼 |
| 23 | AL | Air Lease CORP | +0.5% | NEW | 新建倉 |
| 24 | SHW | Sherwin-williams Co/the | +0.5% | NEW | 新建倉 |
| 25 | SHEL | Shell Plc-adr | +0.5% | +4757.30% | 加碼 |
| 26 | AMAT | Applied Materials Inc | +0.5% | NEW | 新建倉 |
| 27 | UBER | Uber Technologies Inc | +0.4% | NEW | 新建倉 |
| 28 | META | Meta Platforms Inc-class A | +0.4% | +40.93% | 加碼 |
| 29 | STT | State Street CORP | +0.4% | +132.02% | 加碼 |
| 30 | PG | Procter & Gamble Co/the | +0.4% | NEW | 新建倉 |
| 31 | VZ | Verizon Communications Inc | +0.4% | +101.32% | 加碼 |
| 32 | HCA | Hca Healthcare Inc | +0.3% | +1831.25% | 加碼 |
| 33 | CB | Chubb Limited | +0.3% | NEW | 新建倉 |
| 34 | FISV | Fiserv Inc | +0.3% | NEW | 新建倉 |
| 35 | DFSEUR | Discover Financial Services | +0.3% | NEW | 新建倉 |
| 36 | LRCXEUR | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 37 | LEN | Lennar Corp-a | +0.3% | NEW | 新建倉 |
| 38 | EOG | Eog Resources Inc | +0.3% | +3976.78% | 加碼 |
| 39 | ASH | Ashland Inc | +0.3% | NEW | 新建倉 |
| 40 | LIN | Linde plc | +0.2% | +191.61% | 加碼 |
| 41 | MA | Mastercard Inc - A | +0.1% | +43.41% | 加碼 |
| 42 | URI | United Rentals Inc | -0.4% | EXIT | 清倉 |
| 43 | MS | Morgan Stanley | -0.7% | EXIT | 清倉 |
| 44 | MET | Metlife Inc | -0.8% | EXIT | 清倉 |
| 45 | UNM | Unum Group | -1.1% | EXIT | 清倉 |
| 46 | V | Visa Inc-class A Shares | -1.2% | -95.86% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -1.3% | -98.93% | 減碼 |
| 48 | CMCSA | Comcast Corp-class A | -1.4% | EXIT | 清倉 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -1.6% | -97.54% | 減碼 |
| 50 | BBRE | JPM Betabldrs Msci US Reit | -18.1% | -0.18% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，University Of Texas/texas Am Investment Management Co 在 Q2 2024 季度的美股持倉總市值約為 US$8.6億，共申報了 171 個公開持股部位。
在 Q2 2024 季度，University Of Texas/texas Am Investment Management Co 按市值排列的前三大核心持股分別為：BBRE (41.9%)、MSFT (3.3%)、AAPL (2.9%)。其中最大持股部位 BBRE 佔據整體投資組合約 41.9% 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
DOCN
市值: US$1171.2萬
本季最大獲利了結 / 清倉標的
CMCSA
前期市值: US$513.2萬
在 Q2 2024 季度中，University Of Texas/texas Am Investment Management Co 共進行了 50 項持倉異動，包含新建倉 20 個部位、加碼 21 個部位、減碼 4 個部位以及清倉 5 個部位。 其中最大新建倉標的為 DOCN。 本季清倉部位包含 CMCSA。
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。