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: 0001729300
申報總市值
US$3.9億
US$3.9億
163 檔
10.3%
在 Q4 2024 申報期間，X-Square Capital, LLC（CIK: 0001729300）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$3.9億，共持有 163 個公開申報部位。
在 Q4 2024 期間，X-Square Capital, LLC 展現了靈活的資產再平衡步調，透過出清 12 檔弱勢或達到目標價部位，將資金轉置於 14 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 IBIT, SPY, META）累計市值佔比達 10.3%，是驅動 X-Square Capital, 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 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 5.83% | -0.42% | +19.63% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.69% | -0.46% | +10.31% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.52% | -1.22% | -0.19% | |
| 4 | OFG | Ofg Bancorp | 股票-其他 | 2.49% | -0.06% | +0.21% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | -0.16% | +0.14% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.01% | -0.24% | -0.13% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.99% | -0.25% | -0.31% | |
| 8 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.95% | -0.42% | +64.03% | |
| 9 | FBP | First Bancorp Puerto Rico | 股票-其他 | 1.91% | -0.05% | -20.58% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.87% | -0.12% | +510.33% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.82% | -0.05% | +0.45% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.81% | +2.31% | +12.73% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.22% | -0.41% | |
| 14 | MSTR | Strategy Inc | 股票-科技 | 1.62% | -0.97% | EXIT | |
| 15 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.59% | -0.47% | -0.13% | |
| 16 | AMGN | Amgen Inc | 股票-醫療保健 | 1.49% | -0.25% | -0.10% | |
| 17 | BPOP | Popular Inc | 股票-金融 | 1.46% | -0.06% | +135.39% | |
| 18 | URI | United Rentals Inc | 股票-工業 | 1.45% | +0.25% | +0.60% | |
| 19 | CPRT | Copart Inc | 股票-工業 | 1.41% | -0.22% | +0.71% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.40% | -0.21% | -0.02% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 1.30% | +1.96% | -0.51% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.27% | -0.22% | -0.46% | |
| 23 | RH | Rh | 股票-循環性消費 | 1.25% | -0.03% | -27.48% | |
| 24 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.24% | -0.03% | +0.95% | |
| 25 | XPO | Xpo Inc | 股票-工業 | 1.22% | -0.29% | +0.86% | |
| 26 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.21% | -0.10% | -0.08% | |
| 27 | SU | Suncor Energy Inc | 股票-能源 | 1.21% | -0.40% | +0.32% | |
| 28 | GD | General Dynamics CORP | 股票-工業 | 1.20% | -0.26% | +0.24% | |
| 29 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 1.18% | — | +0.49% | |
| 30 | NFE | New Fortress Energy Inc | 股票-其他 | 1.15% | -0.01% | +0.25% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.08% | -0.08% | +0.97% | |
| 32 | TDG | Transdigm Group Inc | 股票-工業 | 1.08% | -0.09% | +1.02% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.09% | +0.82% | |
| 34 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.92% | -0.10% | +0.87% | |
| 35 | GNRC | Generac Holdings Inc | 股票-工業 | 0.92% | +0.17% | +0.94% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.90% | -0.04% | — | |
| 37 | ZTAX | X-square Municipal Inc ETF | ETF-其他 | 0.89% | -0.17% | +0.94% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.88% | -0.08% | -1.97% | |
| 39 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.82% | -0.13% | +1.46% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.80% | -0.05% | +1.35% | |
| 41 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.79% | -0.17% | +0.78% | |
| 42 | VLO | Valero Energy CORP | 股票-能源 | 0.79% | -0.08% | +0.04% | |
| 43 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.78% | -0.21% | +1.23% | |
| 44 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.78% | -0.24% | -3.57% | |
| 45 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 0.77% | +0.80% | +2.89% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.77% | -0.12% | -21.31% | |
| 47 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.76% | -0.03% | +0.43% | |
| 48 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.76% | -0.15% | +1.37% | |
| 49 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.70% | -0.33% | +0.22% | |
| 50 | IREN | IREN Limited | 股票-其他 | 0.68% | +0.16% | +87.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +2.3% | +19.63% | 加碼 |
| 2 | TSLA | Tesla Inc | +1.7% | +510.33% | 加碼 |
| 3 | BPOP | Popular Inc | +0.8% | +135.39% | 加碼 |
| 4 | MSTR | Strategy Inc | +0.7% | +11.52% | 加碼 |
| 5 | FRO | Frontline plc | +0.5% | NEW | 新建倉 |
| 6 | SMLR | Semler Scientific Inc | +0.5% | NEW | 新建倉 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.4% | — | 不變 |
| 8 | MELI | Mercadolibre Inc | +0.4% | +64.03% | 加碼 |
| 9 | NFE | New Fortress Energy Inc | +0.4% | +0.25% | 加碼 |
| 10 | IREN | IREN Limited | +0.4% | +87.77% | 加碼 |
| 11 | SMCI | Super Micro Computer Inc | +0.4% | NEW | 新建倉 |
| 12 | ASML | ASML Holding N.V. | +0.3% | NEW | 新建倉 |
| 13 | MARA | Mara Holdings Inc | +0.3% | NEW | 新建倉 |
| 14 | APP | Applovin Corp-class A | +0.3% | +2.54% | 加碼 |
| 15 | BRZU | Dir Dai Ms Braz Bul 2x Etf-u | +0.3% | NEW | 新建倉 |
| 16 | PBR | Petroleo Brasileiro-spon Adr | +0.3% | NEW | 新建倉 |
| 17 | DPST | Dirx Dly Rgnl Bnk B3x Etf-ui | +0.2% | NEW | 新建倉 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +10.31% | 加碼 |
| 19 | COIN | Coinbase Global Inc -class A | +0.2% | +84.66% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.2% | +0.45% | 加碼 |
| 21 | LULU | Lululemon Athletica Inc | +0.2% | -3.57% | 減碼 |
| 22 | EC | Ecopetrol Sa-sponsored Adr | +0.2% | NEW | 新建倉 |
| 23 | CROX | Crocs Inc | +0.2% | NEW | 新建倉 |
| 24 | WEBL | Dirxn Dly Djns Int Bl3 E-usi | +0.2% | NEW | 新建倉 |
| 25 | XPO | Xpo Inc | +0.2% | +0.86% | 加碼 |
| 26 | HIMS | Hims & Hers Health Inc | +0.2% | +2.89% | 加碼 |
| 27 | BITX | 2x Bitcoin Strategy ETF | +0.2% | +12.10% | 加碼 |
| 28 | UBT | Proshares Ultra 20+ Year Tsy | +0.2% | NEW | 新建倉 |
| 29 | EXPE | Expedia Group Inc | +0.1% | +1.46% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +0.14% | 加碼 |
| 31 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建倉 |
| 32 | VUG | Vanguard Growth ETF | +0.1% | +42.52% | 加碼 |
| 33 | VAL | Valaris Limited | +0.1% | +69.57% | 加碼 |
| 34 | BKNG | Booking Holdings Inc | +0.1% | +0.78% | 加碼 |
| 35 | REAX | Real Brokerage Inc/the | +0.1% | NEW | 新建倉 |
| 36 | SHOP | Shopify Inc - Class A | +0.1% | -2.82% | 減碼 |
| 37 | RIOT | Riot Platforms Inc | +0.1% | +32.20% | 加碼 |
| 38 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +57.14% | 加碼 |
| 39 | VTV | Vanguard Value ETF | +0.1% | +44.17% | 加碼 |
| 40 | NVDA | Nvidia CORP | +0.1% | -0.41% | 減碼 |
| 41 | WMT | Walmart Inc | +0.1% | -0.46% | 減碼 |
| 42 | CPRT | Copart Inc | 0% | +0.71% | 加碼 |
| 43 | GOOG | Alphabet Inc-cl C | 0% | -1.97% | 減碼 |
| 44 | GRMN | Garmin Ltd. | 0% | — | 不變 |
| 45 | FTNT | Fortinet Inc | 0% | -0.04% | 減碼 |
| 46 | EXE | Expand Energy CORP | 0% | +0.03% | 加碼 |
| 47 | PYPL | Paypal Holdings Inc | 0% | -0.08% | 減碼 |
| 48 | MA | Mastercard Inc - A | 0% | +8.35% | 加碼 |
| 49 | MS | Morgan Stanley | 0% | -0.12% | 減碼 |
| 50 | Z | Zillow Group Inc - C | 0% | -0.44% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，X-Square Capital, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$3.9億，共申報了 163 個公開持股部位。
在 Q4 2024 季度，X-Square Capital, LLC 按市值排列的前三大核心持股分別為：IBIT (5.8%)、SPY (3.7%)、META (2.5%)。其中最大持股部位 IBIT 佔據整體投資組合約 5.8% 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
FRO
市值: US$126.0萬
本季最大獲利了結 / 清倉標的
UCO
前期市值: US$90.2萬
在 Q4 2024 季度中，X-Square Capital, LLC 共進行了 142 項持倉異動，包含新建倉 14 個部位、加碼 66 個部位、減碼 50 個部位以及清倉 12 個部位。 其中最大新建倉標的為 FRO。 本季清倉部位包含 UCO。
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。