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: 0001812822
申報總市值
US$1.0億
US$1.0億
92 檔
15.5%
Q3 2024 季度申報顯示，Verdad Advisers, LP 揭露的美股組合總市值為 US$1.0億，涵蓋 92 個不同之權益投資部位。
在 Q3 2024，Verdad Advisers, LP 展現出較為審慎的避險與獲利了結姿態。本季共減碼 31 個部位並完全清倉 47 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 BRK-B, TJX, TMUS）占據了總市值的 15.5%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.21% | — | +52.37% | |
| 2 | TJX | Tjx Companies Inc | 股票-循環性消費 | 4.99% | — | +18.55% | |
| 3 | TMUS | T-mobile US Inc | 股票-通訊服務 | 3.74% | — | +8.45% | |
| 4 | WMT | Walmart Inc | 股票-非循環性消費 | 3.52% | +0.29% | NEW | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | — | +91.79% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.53% | +2.06% | NEW | |
| 7 | GWW | Ww Grainger Inc | 股票-工業 | 2.25% | — | +32.71% | |
| 8 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.18% | -0.23% | EXIT | |
| 9 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 2.15% | -0.62% | -4.68% | |
| 10 | LMT | Lockheed Martin CORP | 股票-工業 | 1.82% | — | — | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.82% | -0.46% | — | |
| 12 | KR | Kroger Co | 股票-非循環性消費 | 1.76% | — | -5.01% | |
| 13 | SNX | TD Synnex CORP | 股票-科技 | 1.75% | +0.44% | — | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.68% | — | +4.66% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.36% | — | +26.21% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.35% | — | — | |
| 17 | MG | Mistras Group Inc | 股票-其他 | 1.30% | +0.01% | -19.24% | |
| 18 | COR | Cencora Inc | 股票-醫療保健 | 1.29% | — | -44.28% | |
| 19 | CFG | Citizens Financial Group | 股票-金融 | 1.28% | — | -1.22% | |
| 20 | ACI | Albertsons Cos Inc - Class A | 股票-非循環性消費 | 1.26% | — | — | |
| 21 | INTU | Intuit Inc | 股票-科技 | 1.23% | — | +1.43% | |
| 22 | STLA | Stellantis N.V. | 股票-循環性消費 | 1.21% | — | -17.16% | |
| 23 | MSI | Motorola Solutions Inc | 股票-科技 | 1.18% | — | — | |
| 24 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 1.17% | -0.54% | EXIT | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.12% | -0.18% | +7.55% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.11% | +1.16% | NEW | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.10% | — | -52.63% | |
| 28 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 1.08% | — | +39.58% | |
| 29 | NOC | Northrop Grumman CORP | 股票-工業 | 1.06% | — | — | |
| 30 | NUE | Nucor CORP | 股票-原物料 | 1.06% | — | -3.79% | |
| 31 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.00% | — | -19.21% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.00% | — | — | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | — | +27.10% | |
| 34 | RS | Reliance Inc | 股票-原物料 | 0.97% | — | — | |
| 35 | VLGEA | Village Super Market-class A | 股票-其他 | 0.96% | +0.31% | NEW | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | — | +102.52% | |
| 37 | VTRS | Viatris Inc | 股票-醫療保健 | 0.93% | — | -20.00% | |
| 38 | T | At&t Inc | 股票-通訊服務 | 0.92% | +0.29% | NEW | |
| 39 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.90% | -0.25% | EXIT | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.90% | — | — | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.89% | — | -24.82% | |
| 42 | JNP | Juniper Networks Inc | 股票-其他 | 0.89% | — | +61.69% | |
| 43 | SNFCA | Security Natl Finl Corp-cl A | 股票-其他 | 0.88% | -0.08% | +3.52% | |
| 44 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.88% | — | — | |
| 45 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.88% | — | -56.68% | |
| 46 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.85% | — | -13.83% | |
| 47 | JILL | J. Jill Inc | 股票-其他 | 0.82% | — | +42.86% | |
| 48 | HRTG | Heritage Insurance Holdings | 股票-其他 | 0.81% | -0.07% | -10.00% | |
| 49 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.77% | — | -53.82% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.76% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +3.1% | +52.37% | 加碼 |
| 2 | AAPL | Apple Inc | +2% | +293.98% | 加碼 |
| 3 | LMT | Lockheed Martin CORP | +1.8% | NEW | 新建倉 |
| 4 | MSFT | Microsoft CORP | +1.7% | +91.79% | 加碼 |
| 5 | TJX | Tjx Companies Inc | +1.6% | +18.55% | 加碼 |
| 6 | RTX | Rtx CORP | +1.4% | NEW | 新建倉 |
| 7 | TMUS | T-mobile US Inc | +1.2% | +8.45% | 加碼 |
| 8 | MSI | Motorola Solutions Inc | +1.2% | NEW | 新建倉 |
| 9 | CSCO | Cisco Systems Inc | +1.1% | NEW | 新建倉 |
| 10 | NOC | Northrop Grumman CORP | +1.1% | NEW | 新建倉 |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +1% | NEW | 新建倉 |
| 12 | GWW | Ww Grainger Inc | +1% | +32.71% | 加碼 |
| 13 | T | At&t Inc | +0.9% | NEW | 新建倉 |
| 14 | ABBV | Abbvie Inc | +0.9% | NEW | 新建倉 |
| 15 | WMT | Walmart Inc | +0.8% | -5.32% | 減碼 |
| 16 | ACN | Accenture plc | +0.8% | NEW | 新建倉 |
| 17 | ADBE | Adobe Inc | +0.7% | NEW | 新建倉 |
| 18 | DUK | Duke Energy CORP | +0.7% | NEW | 新建倉 |
| 19 | MRSH | Marsh & Mclennan Cos | +0.7% | NEW | 新建倉 |
| 20 | WM | Waste Management Inc | +0.7% | NEW | 新建倉 |
| 21 | JPM | Jpmorgan Chase & Co | +0.7% | NEW | 新建倉 |
| 22 | SPGI | S&p Global Inc | +0.7% | NEW | 新建倉 |
| 23 | CME | Cme Group Inc | +0.7% | NEW | 新建倉 |
| 24 | JLL | Jones Lang Lasalle Inc | +0.7% | -4.68% | 減碼 |
| 25 | EOG | Eog Resources Inc | +0.6% | NEW | 新建倉 |
| 26 | CRM | Salesforce Inc | +0.6% | NEW | 新建倉 |
| 27 | IBM | Intl Business Machines CORP | +0.6% | +4.66% | 加碼 |
| 28 | V | Visa Inc-class A Shares | +0.6% | +102.52% | 加碼 |
| 29 | UNH | Unitedhealth Group Inc | +0.6% | +26.21% | 加碼 |
| 30 | CVX | Chevron CORP | +0.5% | NEW | 新建倉 |
| 31 | PEP | Pepsico Inc | +0.5% | NEW | 新建倉 |
| 32 | ADP | Automatic Data Processing | +0.5% | NEW | 新建倉 |
| 33 | IBKR | Interactive Brokers Gro-cl A | +0.5% | +39.58% | 加碼 |
| 34 | BRY | Berry CORP | +0.5% | NEW | 新建倉 |
| 35 | ZM | Zoom Communications Inc | +0.5% | NEW | 新建倉 |
| 36 | FDX | Fedex CORP | +0.5% | NEW | 新建倉 |
| 37 | JNP | Juniper Networks Inc | +0.5% | +61.69% | 加碼 |
| 38 | O | Realty Income CORP | +0.4% | NEW | 新建倉 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | NEW | 新建倉 |
| 40 | AXNX* | Axonics Inc | +0.4% | NEW | 新建倉 |
| 41 | HRTG | Heritage Insurance Holdings | +0.4% | -10.00% | 減碼 |
| 42 | KR | Kroger Co | +0.4% | -5.01% | 減碼 |
| 43 | VLGEA | Village Super Market-class A | +0.4% | +12.50% | 加碼 |
| 44 | CACI | Caci International Inc -cl A | +0.3% | NEW | 新建倉 |
| 45 | XOM | Exxon Mobil CORP | +0.3% | +27.10% | 加碼 |
| 46 | JNJ | Johnson & Johnson | +0.3% | +7.55% | 加碼 |
| 47 | MG | Mistras Group Inc | +0.3% | -19.24% | 減碼 |
| 48 | SNX | TD Synnex CORP | +0.3% | — | 不變 |
| 49 | ELV | Elevance Health Inc | +0.3% | +3.95% | 加碼 |
| 50 | 0C3 | Endeavor Group Hold-class A | +0.3% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Verdad Advisers, LP 在 Q3 2024 季度的美股持倉總市值約為 US$1.0億，共申報了 92 個公開持股部位。
在 Q3 2024 季度，Verdad Advisers, LP 按市值排列的前三大核心持股分別為：BRK-B (6.2%)、TJX (5.0%)、TMUS (3.7%)。其中最大持股部位 BRK-B 佔據整體投資組合約 6.2% 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
LMT
市值: US$136.7萬
本季最大獲利了結 / 清倉標的
HYG
前期市值: US$213.3萬
在 Q3 2024 季度中，Verdad Advisers, LP 共進行了 128 項持倉異動，包含新建倉 29 個部位、加碼 21 個部位、減碼 31 個部位以及清倉 47 個部位。 其中最大新建倉標的為 LMT。 本季清倉部位包含 HYG。
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。