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: 0002012003
申報總市值
US$2.1億
US$2.1億
59 檔
39.4%
截至 Q4 2024 季度末，Allen Wealth Management, LLC 的美股持倉估值約為 US$2.1億，全數申報部位共有 59 檔。
Allen Wealth Management, LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 31 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 VTV, FNDX, AMLP）占據了總市值的 39.4%，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 | VTV | Vanguard Value ETF | ETF-其他 | 18.65% | +2.02% | -0.08% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 16.04% | +1.82% | +202.29% | |
| 3 | AMLP | Alerian Mlp ETF | ETF-其他 | 11.21% | -1.60% | +0.36% | |
| 4 | VDE | Vanguard Energy ETF | ETF-其他 | 7.80% | -2.08% | +0.98% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 4.27% | -0.96% | -2.42% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.87% | -0.90% | +2.15% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.31% | +0.47% | -2.98% | |
| 8 | LMT | Lockheed Martin CORP | 股票-工業 | 2.22% | -0.47% | +1.13% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.97% | +0.12% | +0.97% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.71% | -0.04% | -0.32% | |
| 11 | PFE | Pfizer Inc | 股票-醫療保健 | 1.66% | -0.15% | -11.83% | |
| 12 | C | Citigroup Inc | 股票-金融 | 1.57% | +0.17% | -0.16% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.54% | +0.34% | -3.26% | |
| 14 | PSA | Public Storage | 股票-房地產 | 1.32% | +0.09% | +7.89% | |
| 15 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.31% | +0.02% | -5.87% | |
| 16 | LNC | Lincoln National CORP | 股票-金融 | 1.29% | -0.08% | +8.61% | |
| 17 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.26% | — | +7.84% | |
| 18 | MDT | Medtronic plc | 股票-醫療保健 | 1.20% | -0.13% | +6.76% | |
| 19 | HMC | Honda Motor Co Ltd-spons Adr | 股票-循環性消費 | 1.12% | — | -2.36% | |
| 20 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.07% | -0.10% | +5.40% | |
| 21 | CAT | Caterpillar Inc | 股票-工業 | 1.03% | +0.22% | -15.68% | |
| 22 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.02% | +0.20% | +3.50% | |
| 23 | DOW | Dow Inc | 股票-原物料 | 1.00% | — | -4.22% | |
| 24 | NTR | Nutrien LTD | 股票-原物料 | 0.94% | — | -0.42% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事業 | 0.89% | -0.09% | -6.51% | |
| 26 | IRDM | Iridium Communications Inc | 股票-通訊服務 | 0.81% | — | — | |
| 27 | UL | Unilever PLC | 股票-非循環性消費 | 0.79% | — | -2.98% | |
| 28 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.75% | -0.02% | -1.17% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.74% | -0.07% | -2.65% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | — | -8.61% | |
| 31 | EPD | Enterprise Products Partners | 股票-能源 | 0.69% | -0.10% | +6.84% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | +0.06% | -15.15% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.06% | -9.36% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | +0.02% | -0.32% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.52% | -0.06% | -2.44% | |
| 36 | FDX | Fedex CORP | 股票-工業 | 0.51% | -0.07% | -0.20% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.46% | -0.05% | -5.67% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.37% | -0.09% | -7.15% | |
| 39 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.34% | -0.02% | +1.06% | |
| 40 | NOC | Northrop Grumman CORP | 股票-工業 | 0.33% | -0.11% | — | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.33% | -0.08% | -11.41% | |
| 42 | MET | Metlife Inc | 股票-金融 | 0.29% | -0.01% | +0.02% | |
| 43 | ENR | Energizer Holdings Inc | 股票-其他 | 0.26% | — | -36.71% | |
| 44 | WM | Waste Management Inc | 股票-工業 | 0.24% | -0.01% | — | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.23% | — | +0.09% | |
| 46 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.23% | +0.14% | -3.38% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.23% | +0.01% | -2.85% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.22% | -0.16% | EXIT | |
| 49 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.21% | -0.03% | — | |
| 50 | GD | General Dynamics CORP | 股票-工業 | 0.21% | -0.02% | -1.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IRDM | Iridium Communications Inc | +0.8% | NEW | 新建倉 |
| 2 | AMLP | Alerian Mlp ETF | +0.6% | +0.36% | 加碼 |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.5% | +202.29% | 加碼 |
| 4 | CSCO | Cisco Systems Inc | +0.2% | -2.98% | 減碼 |
| 5 | C | Citigroup Inc | +0.2% | -0.16% | 減碼 |
| 6 | AAPL | Apple Inc | +0.2% | +0.97% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -3.26% | 減碼 |
| 8 | GLD | Spdr Gold Shares | +0.2% | NEW | 新建倉 |
| 9 | LNC | Lincoln National CORP | +0.2% | +8.61% | 加碼 |
| 10 | EPD | Enterprise Products Partners | +0.1% | +6.84% | 加碼 |
| 11 | CVX | Chevron CORP | +0.1% | +2.15% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -0.32% | 減碼 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +1.06% | 加碼 |
| 14 | V | Visa Inc-class A Shares | +0.1% | -8.61% | 減碼 |
| 15 | WMT | Walmart Inc | 0% | -5.67% | 減碼 |
| 16 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 17 | BAC | Bank Of America CORP | 0% | -2.85% | 減碼 |
| 18 | VTV | Vanguard Value ETF | 0% | -0.08% | 減碼 |
| 19 | MDT | Medtronic plc | 0% | +6.76% | 加碼 |
| 20 | GD | General Dynamics CORP | 0% | -1.79% | 減碼 |
| 21 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 22 | ABBV | Abbvie Inc | 0% | — | 不變 |
| 23 | NOC | Northrop Grumman CORP | 0% | — | 不變 |
| 24 | PEP | Pepsico Inc | 0% | -12.49% | 減碼 |
| 25 | NVO | Novo-nordisk A/s-spons Adr | 0% | +15.66% | 加碼 |
| 26 | VZ | Verizon Communications Inc | 0% | -5.75% | 減碼 |
| 27 | NTR | Nutrien LTD | 0% | -0.42% | 減碼 |
| 28 | SBUX | Starbucks CORP | 0% | -1.17% | 減碼 |
| 29 | PG | Procter & Gamble Co/the | -0.1% | -9.36% | 減碼 |
| 30 | JNJ | Johnson & Johnson | -0.1% | -11.41% | 減碼 |
| 31 | DUK | Duke Energy CORP | -0.1% | -6.51% | 減碼 |
| 32 | MSFT | Microsoft CORP | -0.1% | -15.15% | 減碼 |
| 33 | NVS | Novartis Ag-sponsored Adr | -0.1% | -7.15% | 減碼 |
| 34 | ENR | Energizer Holdings Inc | -0.1% | -36.71% | 減碼 |
| 35 | AMGN | Amgen Inc | -0.1% | -2.44% | 減碼 |
| 36 | KO | Coca-cola Co/the | -0.1% | -2.65% | 減碼 |
| 37 | CVS | Cvs Health CORP | -0.1% | -19.60% | 減碼 |
| 38 | PSA | Public Storage | -0.1% | +7.89% | 加碼 |
| 39 | RIO | Rio Tinto Plc-spon Adr | -0.1% | +5.40% | 加碼 |
| 40 | HMC | Honda Motor Co Ltd-spons Adr | -0.1% | -2.36% | 減碼 |
| 41 | UL | Unilever PLC | -0.1% | -2.98% | 減碼 |
| 42 | PM | Philip Morris International | -0.2% | EXIT | 清倉 |
| 43 | NEM | Newmont CORP | -0.2% | EXIT | 清倉 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -0.32% | 減碼 |
| 45 | CAT | Caterpillar Inc | -0.3% | -15.68% | 減碼 |
| 46 | SWK | Stanley Black & Decker Inc | -0.3% | +3.50% | 加碼 |
| 47 | PFE | Pfizer Inc | -0.3% | -11.83% | 減碼 |
| 48 | XOM | Exxon Mobil CORP | -0.3% | -2.42% | 減碼 |
| 49 | LMT | Lockheed Martin CORP | -0.3% | +1.13% | 加碼 |
| 50 | DOW | Dow Inc | -0.4% | -4.22% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Allen Wealth Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.1億，共申報了 59 個公開持股部位。
在 Q4 2024 季度，Allen Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTV (18.6%)、FNDX (16.0%)、AMLP (11.2%)。其中最大持股部位 VTV 佔據整體投資組合約 18.6% 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
IRDM
市值: US$113.6萬
本季最大獲利了結 / 清倉標的
NEM
前期市值: US$24.3萬
在 Q4 2024 季度中，Allen Wealth Management, LLC 共進行了 46 項持倉異動，包含新建倉 2 個部位、加碼 13 個部位、減碼 29 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IRDM。 本季清倉部位包含 NEM。
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。