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
139 檔
13.9%
根據最新整理的 13F 季度數據集，VELA Investment Management, LLC 於 Q4 2024 結束時的管理資產規模為 US$4.6億。該機構在本季度申報了 139 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，VELA Investment Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 72 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，VELA Investment Management, LLC 的前 5 大持股（包含 SPY, GOOGL, KEX）貢獻了組合市值的 13.9%，形成該機構在 Q4 2024 季度的基本面基石。
本季最大新建倉標的
TSLA
市值: US$546.0萬
本季最大獲利了結 / 清倉標的
LNTH
前期市值: US$234.8萬
| # | 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 | 3.94% | — | +138.64% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.88% | +0.30% | +31.40% | |
| 3 | KEX | Kirby CORP | 股票-工業 | 3.69% | -0.72% | +6.82% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.14% | +0.03% | +38.32% | |
| 5 | HUBG | Hub Group Inc-cl A | 股票-其他 | 3.11% | -0.02% | +2.50% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | — | +147.07% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.70% | -0.03% | +0.35% | |
| 8 | GHC | Graham Holdings Co-class B | 股票-工業 | 2.35% | — | -0.80% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | +0.46% | — | |
| 10 | CRTO | Criteo Sa-spon Adr | 股票-其他 | 1.73% | -0.34% | +40.64% | |
| 11 | GBX | Greenbrier Companies Inc | 股票-其他 | 1.70% | -0.12% | -33.32% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.52% | — | — | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.51% | -0.27% | +19.29% | |
| 14 | NOW | Servicenow Inc | 股票-科技 | 1.47% | -0.10% | +65.47% | |
| 15 | AIT | Applied Industrial Tech Inc | 股票-工業 | 1.46% | -0.02% | -11.25% | |
| 16 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 1.39% | -0.03% | +8.92% | |
| 17 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.37% | — | +4.79% | |
| 18 | CIVI | Civitas Resources Inc | 股票-其他 | 1.37% | — | -4.49% | |
| 19 | SYY | Sysco CORP | 股票-非循環性消費 | 1.29% | -0.86% | EXIT | |
| 20 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.27% | -0.16% | +14.74% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.21% | +0.07% | -18.19% | |
| 22 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.17% | +0.07% | -3.85% | |
| 23 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.12% | +0.59% | +3.48% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.08% | -0.07% | +11.87% | |
| 25 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.07% | -0.08% | EXIT | |
| 26 | ADSK | Autodesk Inc | 股票-科技 | 1.06% | -0.13% | +11.23% | |
| 27 | RRC | Range Resources CORP | 股票-能源 | 1.03% | -0.04% | -16.34% | |
| 28 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 1.03% | -0.54% | +6.07% | |
| 29 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 1.01% | +0.17% | — | |
| 30 | MMM | 3m Co | 股票-工業 | 0.98% | +0.02% | +8.32% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.91% | -0.12% | -8.27% | |
| 32 | MAMA | Mama's Creations Inc | 股票-其他 | 0.90% | +0.04% | -0.61% | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.87% | +0.04% | -0.06% | |
| 34 | AGO | Assured Guaranty Ltd. | 股票-金融 | 0.86% | -0.05% | +13.76% | |
| 35 | CPA | Copa Holdings, S.A. | 股票-其他 | 0.86% | +0.30% | +8.25% | |
| 36 | VVV | Valvoline Inc | 股票-循環性消費 | 0.85% | +0.08% | +39.82% | |
| 37 | BKR | Baker Hughes Co | 股票-能源 | 0.84% | -0.11% | -0.15% | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.84% | -0.01% | +5.81% | |
| 39 | NOC | Northrop Grumman CORP | 股票-工業 | 0.84% | -0.04% | +1.07% | |
| 40 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 0.81% | +0.14% | +18.13% | |
| 41 | FIS | Fidelity National Info Serv | 股票-科技 | 0.77% | -0.03% | +0.31% | |
| 42 | ASH | Ashland Inc | 股票-原物料 | 0.77% | — | -20.64% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.76% | -0.75% | -2.80% | |
| 44 | FROG | JFrog Ltd. | 股票-科技 | 0.76% | — | -0.02% | |
| 45 | EPD | Enterprise Products Partners | 股票-能源 | 0.76% | — | — | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.74% | -0.19% | +95.98% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | +0.24% | -29.26% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | — | — | |
| 49 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.74% | +0.36% | -21.45% | |
| 50 | MO | Altria Group Inc | 股票-非循環性消費 | 0.73% | — | — |
| # | 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 | +2.2% | +138.64% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.7% | +147.07% | 加碼 |
| 3 | TSLA | Tesla Inc | +1.5% | NEW | 新建倉 |
| 4 | GOOGL | Alphabet Inc-cl A | +1% | +31.40% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +1% | +38.32% | 加碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | NEW | 新建倉 |
| 7 | NOW | Servicenow Inc | +0.6% | +65.47% | 加碼 |
| 8 | WHD | Cactus Inc - A | +0.5% | NEW | 新建倉 |
| 9 | AGM | Federal Agric Mtg Corp-cl C | +0.5% | NEW | 新建倉 |
| 10 | CSX | Csx CORP | +0.4% | +139.79% | 加碼 |
| 11 | ARKK | Ark Innovation ETF | +0.4% | NEW | 新建倉 |
| 12 | CRTO | Criteo Sa-spon Adr | +0.3% | +40.64% | 加碼 |
| 13 | WOR | Worthington Enterprises Inc | +0.3% | NEW | 新建倉 |
| 14 | MOV | Movado Group Inc | +0.3% | +121.13% | 加碼 |
| 15 | BRKR | Bruker CORP | +0.3% | NEW | 新建倉 |
| 16 | JBI | Janus International Group In | +0.3% | NEW | 新建倉 |
| 17 | SNCY | Sun Country Airlines Holding | +0.3% | +175.64% | 加碼 |
| 18 | PEP | Pepsico Inc | +0.3% | +95.98% | 加碼 |
| 19 | EPAM | Epam Systems Inc | +0.3% | +115.48% | 加碼 |
| 20 | INDV | Indivior Pharmaceuticals, Inc. | +0.3% | +45.55% | 加碼 |
| 21 | GTX | Garrett Motion Inc | +0.3% | NEW | 新建倉 |
| 22 | OSG | Octave Specialty Group Inc | +0.2% | NEW | 新建倉 |
| 23 | HUM | Humana Inc | +0.2% | NEW | 新建倉 |
| 24 | FDX | Fedex CORP | +0.2% | +45.85% | 加碼 |
| 25 | NOMD | Nomad Foods Limited | +0.1% | +206.67% | 加碼 |
| 26 | AGO | Assured Guaranty Ltd. | +0.1% | +13.76% | 加碼 |
| 27 | OLLI | Ollie's Bargain Outlet Holdi | +0.1% | +36.64% | 加碼 |
| 28 | TDW | Tidewater Inc | +0.1% | +73.38% | 加碼 |
| 29 | WIX | Wix.com Ltd. | +0.1% | — | 不變 |
| 30 | ADSK | Autodesk Inc | +0.1% | +11.23% | 加碼 |
| 31 | ALGN | Align Technology Inc | +0.1% | NEW | 新建倉 |
| 32 | VVV | Valvoline Inc | +0.1% | +39.82% | 加碼 |
| 33 | AR | Antero Resources CORP | +0.1% | — | 不變 |
| 34 | SRCE | 1st Source CORP | +0.1% | +26.92% | 加碼 |
| 35 | PYPL | Paypal Holdings Inc | +0.1% | +21.78% | 加碼 |
| 36 | CFR | Cullen/frost Bankers Inc | +0.1% | -0.26% | 減碼 |
| 37 | SIBN | Si-bone Inc | +0.1% | +23.81% | 加碼 |
| 38 | MPLX | Mplx LP | +0.1% | +18.02% | 加碼 |
| 39 | META | Meta Platforms Inc-class A | 0% | +11.87% | 加碼 |
| 40 | BOKF | Bok Financial Corporation | 0% | +17.07% | 加碼 |
| 41 | ELV | Elevance Health Inc | 0% | +101.55% | 加碼 |
| 42 | WDAY | Workday Inc-class A | 0% | +21.65% | 加碼 |
| 43 | BKR | Baker Hughes Co | 0% | -0.15% | 減碼 |
| 44 | BATRK | Atlanta Braves Holdings In-c | 0% | +18.13% | 加碼 |
| 45 | BKNG | Booking Holdings Inc | 0% | -1.79% | 減碼 |
| 46 | SCHW | Schwab (charles) CORP | 0% | -0.11% | 減碼 |
| 47 | V | Visa Inc-class A Shares | 0% | -0.10% | 減碼 |
| 48 | 628 | Semrush Holdings Inc-a | 0% | +63.30% | 加碼 |
| 49 | TSN | Tyson Foods Inc-cl A | 0% | +29.85% | 加碼 |
| 50 | ONTO | Onto Innovation Inc | 0% | +48.50% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，VELA Investment Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$4.6億，共申報了 139 個公開持股部位。
在 Q4 2024 季度，VELA Investment Management, LLC 按市值排列的前三大核心持股分別為：SPY (3.9%)、GOOGL (3.9%)、KEX (3.7%)。其中最大持股部位 SPY 佔據整體投資組合約 3.9% 的權重。
在 Q4 2024 季度中，VELA Investment Management, LLC 共進行了 118 項持倉異動，包含新建倉 12 個部位、加碼 60 個部位、減碼 36 個部位以及清倉 10 個部位。 其中最大新建倉標的為 TSLA。 本季清倉部位包含 LNTH。
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。