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: 0001895612
申報總市值
US$4.6億
US$4.6億
137 檔
11.5%
在 Q3 2024 申報期間，VELA Investment Management, LLC（CIK: 0001895612）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$4.6億，共持有 137 個公開申報部位。
在 Q3 2024 期間，VELA Investment Management, LLC 展現了靈活的資產再平衡步調，透過出清 18 檔弱勢或達到目標價部位，將資金轉置於 12 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 KEX, HUBG, BRK-B）累計市值佔比達 11.5%，是驅動 VELA Investment Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | KEX | Kirby CORP | 股票-工業 | 4.43% | -0.72% | -1.33% | |
| 2 | HUBG | Hub Group Inc-cl A | 股票-其他 | 3.43% | -0.02% | +2.21% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.03% | -0.03% | -19.91% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.86% | +0.30% | -17.76% | |
| 5 | GHC | Graham Holdings Co-class B | 股票-工業 | 2.48% | — | -0.67% | |
| 6 | GBX | Greenbrier Companies Inc | 股票-其他 | 2.36% | -0.12% | +14.40% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.13% | +0.03% | +90.00% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | +0.46% | -11.44% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.79% | — | — | |
| 10 | CIVI | Civitas Resources Inc | 股票-其他 | 1.75% | — | +16.74% | |
| 11 | AIT | Applied Industrial Tech Inc | 股票-工業 | 1.70% | -0.02% | -4.89% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.57% | -0.27% | +0.17% | |
| 13 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.56% | -0.08% | EXIT | |
| 14 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.48% | — | +34.10% | |
| 15 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.48% | -0.16% | -3.72% | |
| 16 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 1.48% | -0.03% | -11.15% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.41% | +0.07% | +12.29% | |
| 18 | SYY | Sysco CORP | 股票-非循環性消費 | 1.40% | -0.86% | EXIT | |
| 19 | CRTO | Criteo Sa-spon Adr | 股票-其他 | 1.39% | -0.34% | +15.26% | |
| 20 | ASH | Ashland Inc | 股票-原物料 | 1.30% | — | -3.25% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.21% | +0.59% | +38.69% | |
| 22 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.21% | +0.07% | +5.72% | |
| 23 | RRC | Range Resources CORP | 股票-能源 | 1.17% | -0.04% | +50.67% | |
| 24 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 1.16% | -0.54% | -3.58% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | — | +360.74% | |
| 26 | EHC | Encompass Health CORP | 股票-醫療保健 | 1.09% | +0.36% | -0.39% | |
| 27 | MMM | 3m Co | 股票-工業 | 1.06% | +0.02% | +90.65% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.05% | +0.24% | +3.08% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.04% | -0.07% | -3.74% | |
| 30 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 1.04% | +0.17% | +11.77% | |
| 31 | NOC | Northrop Grumman CORP | 股票-工業 | 1.03% | -0.04% | -24.41% | |
| 32 | MDT | Medtronic plc | 股票-醫療保健 | 0.99% | -0.01% | -30.29% | |
| 33 | ADSK | Autodesk Inc | 股票-科技 | 0.98% | -0.13% | +16.54% | |
| 34 | SEB | Seaboard CORP | 股票-其他 | 0.94% | — | +20.94% | |
| 35 | CPA | Copa Holdings, S.A. | 股票-其他 | 0.94% | +0.30% | +14.08% | |
| 36 | MAMA | Mama's Creations Inc | 股票-其他 | 0.92% | +0.04% | +5.67% | |
| 37 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.92% | -0.27% | EXIT | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.90% | -0.12% | +23.82% | |
| 39 | FIS | Fidelity National Info Serv | 股票-科技 | 0.89% | -0.03% | -10.36% | |
| 40 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.88% | — | +124.10% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.87% | -0.75% | — | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.86% | +0.04% | -15.03% | |
| 43 | TTEK | Tetra Tech Inc | 股票-工業 | 0.85% | — | +703.93% | |
| 44 | NOW | Servicenow Inc | 股票-科技 | 0.83% | -0.10% | -65.84% | |
| 45 | FROG | JFrog Ltd. | 股票-科技 | 0.83% | — | +17.72% | |
| 46 | BKR | Baker Hughes Co | 股票-能源 | 0.82% | -0.11% | -0.25% | |
| 47 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.80% | -0.05% | -7.40% | |
| 48 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 0.79% | +0.14% | — | |
| 49 | MO | Altria Group Inc | 股票-非循環性消費 | 0.79% | — | — | |
| 50 | VVV | Valvoline Inc | 股票-循環性消費 | 0.78% | +0.08% | +41.14% |
| # | 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 | +1.8% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +1% | +90.00% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.9% | +360.74% | 加碼 |
| 4 | XRAY | Dentsply Sirona Inc | +0.7% | NEW | 新建倉 |
| 5 | MMM | 3m Co | +0.6% | +90.65% | 加碼 |
| 6 | GS | Goldman Sachs Group Inc | +0.5% | +124.10% | 加碼 |
| 7 | CFR | Cullen/frost Bankers Inc | +0.5% | +578.40% | 加碼 |
| 8 | SBUX | Starbucks CORP | +0.4% | +10.34% | 加碼 |
| 9 | ABT | Abbott Laboratories | +0.4% | +38.69% | 加碼 |
| 10 | TTEK | Tetra Tech Inc | +0.4% | +703.93% | 加碼 |
| 11 | LECO | Lincoln Electric Holdings | +0.4% | +34.10% | 加碼 |
| 12 | ULTA | Ulta Beauty Inc | +0.4% | NEW | 新建倉 |
| 13 | GHC | Graham Holdings Co-class B | +0.3% | -0.67% | 減碼 |
| 14 | GBX | Greenbrier Companies Inc | +0.3% | +14.40% | 加碼 |
| 15 | NKE | Nike Inc -cl B | +0.3% | +59.71% | 加碼 |
| 16 | AR | Antero Resources CORP | +0.3% | +135.62% | 加碼 |
| 17 | RRC | Range Resources CORP | +0.3% | +50.67% | 加碼 |
| 18 | INDV | Indivior Pharmaceuticals, Inc. | +0.3% | +722.90% | 加碼 |
| 19 | MOV | Movado Group Inc | +0.3% | NEW | 新建倉 |
| 20 | CRTO | Criteo Sa-spon Adr | +0.3% | +15.26% | 加碼 |
| 21 | PFGC | Performance Food Group Co | +0.3% | +11.77% | 加碼 |
| 22 | HUBG | Hub Group Inc-cl A | +0.2% | +2.21% | 加碼 |
| 23 | HALO | Halozyme Therapeutics Inc | +0.2% | NEW | 新建倉 |
| 24 | ADSK | Autodesk Inc | +0.2% | +16.54% | 加碼 |
| 25 | 628 | Semrush Holdings Inc-a | +0.2% | NEW | 新建倉 |
| 26 | CRM | Salesforce Inc | +0.2% | +23.82% | 加碼 |
| 27 | AGI | Alamos Gold Inc-class A | +0.2% | -3.58% | 減碼 |
| 28 | VVV | Valvoline Inc | +0.2% | +41.14% | 加碼 |
| 29 | MAS | Masco CORP | +0.2% | NEW | 新建倉 |
| 30 | AMN | Amn Healthcare Services Inc | +0.2% | +142.40% | 加碼 |
| 31 | LNTH | Lantheus Holdings Inc | +0.2% | — | 不變 |
| 32 | AXS | AXIS Capital Holdings Limited | +0.2% | +5.72% | 加碼 |
| 33 | UBER | Uber Technologies Inc | +0.2% | +89.63% | 加碼 |
| 34 | AGO | Assured Guaranty Ltd. | +0.2% | +29.34% | 加碼 |
| 35 | BKNG | Booking Holdings Inc | +0.2% | +55.56% | 加碼 |
| 36 | SEB | Seaboard CORP | +0.2% | +20.94% | 加碼 |
| 37 | JNJ | Johnson & Johnson | +0.1% | +0.17% | 加碼 |
| 38 | AIT | Applied Industrial Tech Inc | +0.1% | -4.89% | 減碼 |
| 39 | DNLI | Denali Therapeutics Inc | +0.1% | NEW | 新建倉 |
| 40 | ROIV | Roivant Sciences Ltd. | +0.1% | +113.28% | 加碼 |
| 41 | SNCY | Sun Country Airlines Holding | +0.1% | NEW | 新建倉 |
| 42 | WIX | Wix.com Ltd. | +0.1% | +22.37% | 加碼 |
| 43 | EPAM | Epam Systems Inc | +0.1% | +131.25% | 加碼 |
| 44 | ACN | Accenture plc | +0.1% | — | 不變 |
| 45 | BHVN | Biohaven Ltd. | +0.1% | +25.59% | 加碼 |
| 46 | MPLX | Mplx LP | +0.1% | +38.35% | 加碼 |
| 47 | EHC | Encompass Health CORP | +0.1% | -0.39% | 減碼 |
| 48 | MAMA | Mama's Creations Inc | +0.1% | +5.67% | 加碼 |
| 49 | BWXT | Bwx Technologies Inc | +0.1% | — | 不變 |
| 50 | EA | Electronic Arts Inc | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，VELA Investment Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$4.6億，共申報了 137 個公開持股部位。
在 Q3 2024 季度，VELA Investment Management, LLC 按市值排列的前三大核心持股分別為：KEX (4.4%)、HUBG (3.4%)、BRK-B (3.0%)。其中最大持股部位 KEX 佔據整體投資組合約 4.4% 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
SPY
市值: US$580.6萬
本季最大獲利了結 / 清倉標的
SOXX
前期市值: US$554.9萬
在 Q3 2024 季度中，VELA Investment Management, LLC 共進行了 128 項持倉異動，包含新建倉 12 個部位、加碼 55 個部位、減碼 43 個部位以及清倉 18 個部位。 其中最大新建倉標的為 SPY。 本季清倉部位包含 SOXX。
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。