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: 0001169069
申報總市值
US$11.2億
US$11.2億
131 檔
9.5%
在 Q3 2024 申報期間，Viking Fund Management LLC（CIK: 0001169069）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$11.2億，共持有 131 個公開申報部位。
Q3 2024 數據顯示 Viking Fund Management LLC 積極進場，新開立 8 個部位並同步加碼 22 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AVGO, ABBV, NEE）累計市值佔比達 9.5%，是驅動 Viking Fund 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 | AVGO | Broadcom Inc | 股票-科技 | 4.54% | +0.24% | +881.83% | |
| 2 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.04% | +0.47% | -11.58% | |
| 3 | NEE | Nextera Energy Inc | 股票-公用事業 | 3.68% | -0.45% | — | |
| 4 | ETR | Entergy CORP | 股票-公用事業 | 2.64% | -0.36% | +4.22% | |
| 5 | BLKCHF | Blackrock Inc | 股票-其他 | 2.31% | — | — | |
| 6 | AEP | American Electric Power | 股票-公用事業 | 2.01% | — | -16.32% | |
| 7 | QCOM | Qualcomm Inc | 股票-科技 | 1.99% | +0.18% | +10.77% | |
| 8 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.95% | -0.22% | +28.18% | |
| 9 | ENB | Enbridge Inc | 股票-能源 | 1.94% | — | -7.82% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.82% | -0.52% | +8.20% | |
| 11 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.72% | -0.25% | +32.68% | |
| 12 | MS | Morgan Stanley | 股票-金融 | 1.69% | +0.18% | — | |
| 13 | GLW | Corning Inc | 股票-科技 | 1.69% | +0.39% | — | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.67% | -0.56% | +20.69% | |
| 15 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.66% | — | +20.69% | |
| 16 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.64% | +0.55% | — | |
| 17 | PFE | Pfizer Inc | 股票-醫療保健 | 1.62% | -0.24% | +20.28% | |
| 18 | PRU | Prudential Financial Inc | 股票-金融 | 1.60% | +0.05% | — | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.51% | -0.06% | — | |
| 20 | TRGP | Targa Resources CORP | 股票-能源 | 1.44% | -0.52% | -25.93% | |
| 21 | PM | Philip Morris International | 股票-非循環性消費 | 1.44% | -0.02% | -20.22% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | -0.04% | -6.67% | |
| 23 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.40% | -0.04% | +7.41% | |
| 24 | LNG | Cheniere Energy Inc | 股票-能源 | 1.40% | -0.15% | -18.64% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.38% | +0.21% | -6.82% | |
| 26 | DVN | Devon Energy CORP | 股票-能源 | 1.35% | +0.56% | NEW | |
| 27 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.33% | — | +150.00% | |
| 28 | MO | Altria Group Inc | 股票-非循環性消費 | 1.29% | -0.07% | -16.19% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | — | — | |
| 30 | CIVI | Civitas Resources Inc | 股票-其他 | 1.26% | — | +16900.00% | |
| 31 | TRP | Tc Energy CORP | 股票-能源 | 1.21% | -0.73% | +3.02% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.19% | -0.50% | — | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 1.16% | +0.23% | — | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 1.14% | -0.22% | — | |
| 35 | TGT | Target CORP | 股票-循環性消費 | 1.14% | -0.01% | — | |
| 36 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.13% | +0.61% | +150.00% | |
| 37 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.13% | -0.53% | EXIT | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.13% | -0.08% | -6.15% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.99% | -0.03% | +25.00% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.95% | +0.05% | — | |
| 41 | PAYX | Paychex Inc | 股票-科技 | 0.94% | -0.04% | +10.26% | |
| 42 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.94% | +0.01% | -12.74% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.89% | -0.03% | +33.33% | |
| 44 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.88% | — | — | |
| 45 | BCE | Bce Inc | 股票-通訊服務 | 0.88% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.87% | EXIT | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.80% | +0.59% | — | |
| 48 | AAPL | Apple Inc | 股票-科技 | 0.79% | -0.01% | -8.70% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.79% | -0.03% | -16.95% | |
| 50 | BKR | Baker Hughes Co | 股票-能源 | 0.78% | -0.16% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CIVI | Civitas Resources Inc | +1.3% | +16900.00% | 加碼 |
| 2 | GPC | Genuine Parts Co | +0.6% | +150.00% | 加碼 |
| 3 | LRCXEUR | Lam Research CORP | +0.6% | +150.00% | 加碼 |
| 4 | XEL | Xcel Energy Inc | +0.6% | +32.68% | 加碼 |
| 5 | SBUX | Starbucks CORP | +0.5% | +20.69% | 加碼 |
| 6 | ETR | Entergy CORP | +0.4% | +4.22% | 加碼 |
| 7 | EQT | Eqt CORP | +0.3% | NEW | 新建倉 |
| 8 | NRG | Nrg Energy Inc | +0.3% | NEW | 新建倉 |
| 9 | WFRD | Weatherford International plc | +0.3% | NEW | 新建倉 |
| 10 | NEE | Nextera Energy Inc | +0.3% | — | 不變 |
| 11 | KGS | Kodiak Gas Services Inc | +0.3% | NEW | 新建倉 |
| 12 | MCD | Mcdonald's CORP | +0.3% | +25.00% | 加碼 |
| 13 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | 新建倉 |
| 14 | KVUE | Kenvue Inc | +0.2% | +7.14% | 加碼 |
| 15 | CMS | Cms Energy CORP | +0.2% | +36.36% | 加碼 |
| 16 | DINO | Hf Sinclair CORP | +0.2% | NEW | 新建倉 |
| 17 | BLKCHF | Blackrock Inc | +0.2% | — | 不變 |
| 18 | AES | Aes CORP | +0.2% | +35.95% | 加碼 |
| 19 | GTLS | Chart Industries Inc | +0.2% | NEW | 新建倉 |
| 20 | PFE | Pfizer Inc | +0.2% | +20.28% | 加碼 |
| 21 | PSX | Phillips 66 | +0.2% | +59.09% | 加碼 |
| 22 | VST | Vistra CORP | +0.2% | NEW | 新建倉 |
| 23 | TRP | Tc Energy CORP | +0.2% | +3.02% | 加碼 |
| 24 | APD | Air Products & Chemicals Inc | +0.2% | +7.41% | 加碼 |
| 25 | UPS | United Parcel Service-cl B | +0.2% | +33.33% | 加碼 |
| 26 | LMT | Lockheed Martin CORP | +0.1% | — | 不變 |
| 27 | ITW | Illinois Tool Works | +0.1% | +21.43% | 加碼 |
| 28 | AR | Antero Resources CORP | +0.1% | +66.67% | 加碼 |
| 29 | PAYX | Paychex Inc | +0.1% | +10.26% | 加碼 |
| 30 | IBM | Intl Business Machines CORP | +0.1% | — | 不變 |
| 31 | GLW | Corning Inc | +0.1% | — | 不變 |
| 32 | HD | Home Depot Inc | +0.1% | — | 不變 |
| 33 | CVX | Chevron CORP | +0.1% | +20.69% | 加碼 |
| 34 | PEP | Pepsico Inc | 0% | +8.20% | 加碼 |
| 35 | PR | Permian Resources Corp-cl A | 0% | +28.18% | 加碼 |
| 36 | WHD | Cactus Inc - A | -0.2% | EXIT | 清倉 |
| 37 | HAL | Halliburton Co | -0.2% | -40.00% | 減碼 |
| 38 | MUSA | Murphy USA Inc | -0.2% | EXIT | 清倉 |
| 39 | AVGO | Broadcom Inc | -0.2% | +881.83% | 加碼 |
| 40 | FANG | Diamondback Energy Inc | -0.3% | -8.00% | 減碼 |
| 41 | TPL | Texas Pacific Land CORP | -0.3% | -60.00% | 減碼 |
| 42 | SM | Sm Energy Co | -0.3% | EXIT | 清倉 |
| 43 | MRK | Merck & Co. Inc. | -0.3% | -6.15% | 減碼 |
| 44 | OVV | Ovintiv Inc | -0.3% | -33.33% | 減碼 |
| 45 | TRGP | Targa Resources CORP | -0.4% | -25.93% | 減碼 |
| 46 | LNG | Cheniere Energy Inc | -0.5% | -18.64% | 減碼 |
| 47 | DVN | Devon Energy CORP | -0.5% | — | 不變 |
| 48 | XOM | Exxon Mobil CORP | -0.6% | -35.71% | 減碼 |
| 49 | SHEL | Shell Plc-adr | -0.8% | EXIT | 清倉 |
| 50 | MRO* | Marathon Oil CORP | -0.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Viking Fund Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$11.2億，共申報了 131 個公開持股部位。
在 Q3 2024 季度，Viking Fund Management LLC 按市值排列的前三大核心持股分別為：AVGO (4.5%)、ABBV (4.0%)、NEE (3.7%)。其中最大持股部位 AVGO 佔據整體投資組合約 4.5% 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
EQT
市值: US$183.2萬
本季最大獲利了結 / 清倉標的
MRO*
前期市值: US$516.1萬
在 Q3 2024 季度中，Viking Fund Management LLC 共進行了 43 項持倉異動，包含新建倉 8 個部位、加碼 22 個部位、減碼 8 個部位以及清倉 5 個部位。 其中最大新建倉標的為 EQT。 本季清倉部位包含 MRO*。
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。