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
132 檔
9.2%
Q4 2024 季度申報顯示，Viking Fund Management LLC 揭露的美股組合總市值為 US$11.2億，涵蓋 132 個不同之權益投資部位。
觀察 Q4 2024 的申報異動，Viking Fund Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 29 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。
檢視投資組合結構，前 5 大主力部位（包含 AVGO, NEE, ABBV）占據了總市值的 9.2%，展現出該機構在 Q4 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 | AVGO | Broadcom Inc | 股票-科技 | 4.44% | +0.24% | -24.12% | |
| 2 | NEE | Nextera Energy Inc | 股票-公用事業 | 3.29% | -0.45% | +10.07% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.04% | +0.47% | -12.70% | |
| 4 | TRP | Tc Energy CORP | 股票-能源 | 2.77% | -0.73% | +143.31% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.41% | -0.56% | +52.86% | |
| 6 | ETR | Entergy CORP | 股票-公用事業 | 2.03% | -0.36% | +39.16% | |
| 7 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.93% | -0.03% | +133.65% | |
| 8 | BLK | Blackrock Inc | 股票-金融 | 1.92% | -0.06% | — | |
| 9 | MS | Morgan Stanley | 股票-金融 | 1.86% | +0.18% | -5.00% | |
| 10 | GLW | Corning Inc | 股票-科技 | 1.85% | +0.39% | +8.70% | |
| 11 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.75% | -0.22% | -11.35% | |
| 12 | AEP | American Electric Power | 股票-公用事業 | 1.73% | — | — | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 1.72% | +0.18% | — | |
| 14 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.68% | -0.25% | -1.48% | |
| 15 | PFE | Pfizer Inc | 股票-醫療保健 | 1.59% | -0.24% | +11.63% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.04% | — | |
| 17 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.56% | -0.52% | — | |
| 18 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.55% | -0.08% | +63.93% | |
| 19 | PRU | Prudential Financial Inc | 股票-金融 | 1.50% | +0.05% | — | |
| 20 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.45% | +0.55% | — | |
| 21 | C | Citigroup Inc | 股票-金融 | 1.42% | +0.09% | — | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.39% | -0.06% | — | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 1.37% | -0.02% | — | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.36% | — | — | |
| 25 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.34% | -0.50% | +31.90% | |
| 26 | LNG | Cheniere Energy Inc | 股票-能源 | 1.30% | -0.15% | -18.75% | |
| 27 | MO | Altria Group Inc | 股票-非循環性消費 | 1.26% | -0.07% | — | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.23% | +0.23% | — | |
| 29 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.21% | — | -19.05% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 1.20% | +0.34% | — | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.20% | +0.21% | — | |
| 32 | PSX | Phillips 66 | 股票-能源 | 1.19% | -0.30% | +91.43% | |
| 33 | T | At&t Inc | 股票-通訊服務 | 1.18% | -0.50% | +297.62% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.17% | -0.04% | -10.34% | |
| 35 | ORI | Old Republic Intl CORP | 股票-金融 | 1.16% | -0.09% | +71.67% | |
| 36 | CTRA | Coterra Energy Inc | 股票-能源 | 1.15% | — | +222.22% | |
| 37 | TGT | Target CORP | 股票-循環性消費 | 1.05% | -0.01% | +11.11% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -0.87% | EXIT | |
| 39 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.00% | +0.61% | +10.00% | |
| 40 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.00% | -0.53% | EXIT | |
| 41 | CME | Cme Group Inc | 股票-金融 | 0.95% | — | — | |
| 42 | PAYX | Paychex Inc | 股票-科技 | 0.94% | -0.04% | — | |
| 43 | LMT | Lockheed Martin CORP | 股票-工業 | 0.91% | -0.22% | — | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.90% | -0.03% | — | |
| 45 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.89% | +0.01% | — | |
| 46 | BKR | Baker Hughes Co | 股票-能源 | 0.84% | -0.16% | — | |
| 47 | AAPL | Apple Inc | 股票-科技 | 0.82% | -0.01% | — | |
| 48 | DELL | Dell Technologies -c | 股票-科技 | 0.81% | +0.79% | — | |
| 49 | UNM | Unum Group | 股票-金融 | 0.80% | +0.04% | — | |
| 50 | EQT | Eqt CORP | 股票-能源 | 0.79% | -0.13% | +120.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.9% | NEW | 新建倉 |
| 2 | TRP | Tc Energy CORP | +1.6% | +143.31% | 加碼 |
| 3 | C | Citigroup Inc | +1.4% | NEW | 新建倉 |
| 4 | LRCX | Lam Research CORP | +1.2% | NEW | 新建倉 |
| 5 | BMY | Bristol-myers Squibb Co | +1.1% | +133.65% | 加碼 |
| 6 | CME | Cme Group Inc | +1% | NEW | 新建倉 |
| 7 | T | At&t Inc | +0.9% | +297.62% | 加碼 |
| 8 | DELL | Dell Technologies -c | +0.8% | NEW | 新建倉 |
| 9 | CTRA | Coterra Energy Inc | +0.8% | +222.22% | 加碼 |
| 10 | UNM | Unum Group | +0.8% | NEW | 新建倉 |
| 11 | CVX | Chevron CORP | +0.7% | +52.86% | 加碼 |
| 12 | GPOR | Gulfport Energy CORP | +0.6% | NEW | 新建倉 |
| 13 | EQT | Eqt CORP | +0.5% | +120.00% | 加碼 |
| 14 | LYB | LyondellBasell Industries N.V. | +0.5% | +2766.67% | 加碼 |
| 15 | ORI | Old Republic Intl CORP | +0.5% | +71.67% | 加碼 |
| 16 | PSX | Phillips 66 | +0.4% | +91.43% | 加碼 |
| 17 | MRK | Merck & Co. Inc. | +0.4% | +63.93% | 加碼 |
| 18 | COP | Conocophillips | +0.3% | NEW | 新建倉 |
| 19 | AR | Antero Resources CORP | +0.3% | +40.00% | 加碼 |
| 20 | VST | Vistra CORP | +0.2% | +90.00% | 加碼 |
| 21 | VLO | Valero Energy CORP | +0.2% | +68.42% | 加碼 |
| 22 | PARR | Par Pacific Holdings Inc | +0.2% | NEW | 新建倉 |
| 23 | MS | Morgan Stanley | +0.2% | -5.00% | 減碼 |
| 24 | GLW | Corning Inc | +0.2% | +8.70% | 加碼 |
| 25 | KGS | Kodiak Gas Services Inc | +0.2% | +16.67% | 加碼 |
| 26 | VZ | Verizon Communications Inc | +0.2% | +31.90% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +33.33% | 加碼 |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不變 |
| 29 | LMT | Lockheed Martin CORP | -0.2% | — | 不變 |
| 30 | APD | Air Products & Chemicals Inc | -0.2% | -10.34% | 減碼 |
| 31 | DAR | Darling Ingredients Inc | -0.2% | EXIT | 清倉 |
| 32 | AES | Aes CORP | -0.2% | +5.77% | 加碼 |
| 33 | PEP | Pepsico Inc | -0.3% | — | 不變 |
| 34 | QCOM | Qualcomm Inc | -0.3% | — | 不變 |
| 35 | AEP | American Electric Power | -0.3% | — | 不變 |
| 36 | OVV | Ovintiv Inc | -0.3% | EXIT | 清倉 |
| 37 | BCE | Bce Inc | -0.3% | — | 不變 |
| 38 | NEE | Nextera Energy Inc | -0.4% | +10.07% | 加碼 |
| 39 | SBUX | Starbucks CORP | -0.5% | -19.05% | 減碼 |
| 40 | CVS | Cvs Health CORP | -0.5% | EXIT | 清倉 |
| 41 | ETR | Entergy CORP | -0.6% | +39.16% | 加碼 |
| 42 | UNH | Unitedhealth Group Inc | -0.6% | -60.00% | 減碼 |
| 43 | CMS | Cms Energy CORP | -0.7% | EXIT | 清倉 |
| 44 | TRGP | Targa Resources CORP | -0.7% | -56.67% | 減碼 |
| 45 | ABBV | Abbvie Inc | -1% | -12.70% | 減碼 |
| 46 | ENB | Enbridge Inc | -1.3% | -64.52% | 減碼 |
| 47 | CIVI | Civitas Resources Inc | -1.3% | EXIT | 清倉 |
| 48 | LRCXEUR | Lam Research CORP | -1.3% | EXIT | 清倉 |
| 49 | DVN | Devon Energy CORP | -1.4% | EXIT | 清倉 |
| 50 | BLKCHF | Blackrock Inc | -2.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Viking Fund Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$11.2億，共申報了 132 個公開持股部位。
在 Q4 2024 季度，Viking Fund Management LLC 按市值排列的前三大核心持股分別為：AVGO (4.4%)、NEE (3.3%)、ABBV (3.0%)。其中最大持股部位 AVGO 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
BLK
市值: US$1230.1萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1424.3萬
在 Q4 2024 季度中，Viking Fund Management LLC 共進行了 44 項持倉異動，包含新建倉 9 個部位、加碼 20 個部位、減碼 7 個部位以及清倉 8 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。
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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。