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: 0001849724
申報總市值
US$3.1億
US$3.1億
143 檔
22.7%
在 Q4 2024 申報期間，Alliance Wealth Advisors, LLC（CIK: 0001849724）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$3.1億，共持有 143 個公開申報部位。
觀察 Q4 2024 的資金脈絡，Alliance Wealth Advisors, LLC 在獲利結算 4 檔個股的同時，將資本重新部署至 8 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 UITB, DGRO, QQQ）累計市值佔比達 22.7%，是驅動 Alliance Wealth Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
PLTR
市值: US$277.4萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$31.2萬
| # | 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 | UITB | Victoryshares Core Intermedi | ETF-其他 | 12.71% | -2.98% | -0.08% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 11.62% | -2.08% | +3.42% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.76% | -0.19% | +2.62% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.91% | -0.70% | +3.22% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.14% | -0.25% | +2.63% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.54% | -0.30% | -2.74% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.38% | -0.41% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.12% | -0.77% | +0.42% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.97% | -0.61% | +4.18% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.85% | -0.03% | +2.56% | |
| 11 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 1.67% | -0.04% | +6.20% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | -0.19% | -0.41% | |
| 13 | TDG | Transdigm Group Inc | 股票-工業 | 1.59% | -0.17% | -0.71% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.55% | +1.26% | — | |
| 15 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.33% | -0.24% | -9.90% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.21% | -0.63% | +31.89% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.16% | -0.23% | EXIT | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | -0.24% | -0.57% | |
| 19 | PFIS | Peoples Financial Services | 股票-其他 | 1.11% | -0.07% | +0.58% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.93% | -0.08% | +0.53% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | -0.16% | +1.47% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.79% | -0.11% | +2.99% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.78% | -0.14% | — | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.77% | -0.12% | -1.01% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.77% | -0.16% | -0.71% | |
| 26 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 0.76% | -0.14% | — | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.76% | -0.07% | +3.82% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.41% | -0.35% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.03% | +4.68% | |
| 30 | OKE | Oneok Inc | 股票-能源 | 0.71% | -0.14% | +0.80% | |
| 31 | NIO | Nio Inc - Adr | 股票-循環性消費 | 0.70% | -0.04% | +50.00% | |
| 32 | PM | Philip Morris International | 股票-非循環性消費 | 0.67% | -0.11% | -1.11% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | -0.10% | -2.24% | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.62% | -0.07% | -4.27% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | -0.11% | +10.05% | |
| 36 | BA | Boeing Co/the | 股票-工業 | 0.56% | -0.10% | -1.64% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.51% | -0.10% | — | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.47% | +7.52% | — | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.47% | -0.01% | +8.70% | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.46% | -0.08% | — | |
| 41 | ENB | Enbridge Inc | 股票-能源 | 0.46% | -0.14% | -1.95% | |
| 42 | ECHO | Echostar Corp-a | 股票-通訊服務 | 0.45% | -0.64% | — | |
| 43 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.44% | -0.05% | +7.62% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | -0.05% | -3.38% | |
| 45 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.43% | -0.11% | -0.03% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | -0.09% | -0.53% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.41% | -0.09% | +1.16% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.40% | -0.08% | +0.73% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.40% | -0.16% | -0.12% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.39% | -0.11% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.6% | NEW | 新建倉 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.62% | 加碼 |
| 3 | VTV | Vanguard Value ETF | +0.2% | +31.89% | 加碼 |
| 4 | MP | Mp Materials CORP | +0.2% | NEW | 新建倉 |
| 5 | BDX | Becton Dickinson And Co | +0.2% | NEW | 新建倉 |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 7 | TSLA | Tesla Inc | +0.2% | NEW | 新建倉 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.41% | 減碼 |
| 9 | AVGO | Broadcom Inc | +0.1% | +8.70% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.53% | 加碼 |
| 11 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建倉 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | 新建倉 |
| 13 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | 新建倉 |
| 14 | SOUN | Soundhound Ai Inc-a | +0.1% | — | 不變 |
| 15 | NVDA | Nvidia CORP | +0.1% | +4.68% | 加碼 |
| 16 | AVUV | Avantis US Small Cap Value | +0.1% | +3.22% | 加碼 |
| 17 | PFIS | Peoples Financial Services | +0.1% | +0.58% | 加碼 |
| 18 | WFC | Wells Fargo & Co | +0.1% | -0.53% | 減碼 |
| 19 | BA | Boeing Co/the | +0.1% | -1.64% | 減碼 |
| 20 | OKE | Oneok Inc | +0.1% | +0.80% | 加碼 |
| 21 | CRM | Salesforce Inc | +0.1% | — | 不變 |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +10.05% | 加碼 |
| 23 | AAPL | Apple Inc | +0.1% | -2.74% | 減碼 |
| 24 | JAVA | Jpmorgan Active Value ETF | +0.1% | +6.20% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -2.24% | 減碼 |
| 26 | VO | Vanguard Mid-cap ETF | 0% | +4.18% | 加碼 |
| 27 | DIS | Walt Disney Co/the | 0% | -9.90% | 減碼 |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.63% | 加碼 |
| 29 | LMT | Lockheed Martin CORP | -0.1% | -0.66% | 減碼 |
| 30 | IXUS | Ishares Core Intl Stock ETF | -0.1% | +2.99% | 加碼 |
| 31 | SBUX | Starbucks CORP | -0.1% | -12.17% | 減碼 |
| 32 | ABBV | Abbvie Inc | -0.1% | — | 不變 |
| 33 | CMCSA | Comcast Corp-class A | -0.1% | +3.82% | 加碼 |
| 34 | GLPI | Gaming And Leisure Propertie | -0.1% | — | 不變 |
| 35 | LLY | Eli Lilly & Co | -0.1% | -6.35% | 減碼 |
| 36 | PFE | Pfizer Inc | -0.1% | -9.57% | 減碼 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -0.35% | 減碼 |
| 38 | MSFT | Microsoft CORP | -0.1% | -0.41% | 減碼 |
| 39 | DGRO | Ishares Core Dividend Growth | -0.1% | +3.42% | 加碼 |
| 40 | EIX | Edison International | -0.1% | -34.19% | 減碼 |
| 41 | NIO | Nio Inc - Adr | -0.1% | +50.00% | 加碼 |
| 42 | ORCL | Oracle CORP | -0.1% | EXIT | 清倉 |
| 43 | MRK | Merck & Co. Inc. | -0.1% | -0.71% | 減碼 |
| 44 | WMB | Williams Cos Inc | -0.2% | EXIT | 清倉 |
| 45 | CVS | Cvs Health CORP | -0.2% | EXIT | 清倉 |
| 46 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 47 | INTC | Intel CORP | -0.2% | — | 不變 |
| 48 | CBU | Community Financial System I | -0.2% | -36.64% | 減碼 |
| 49 | TDG | Transdigm Group Inc | -0.3% | -0.71% | 減碼 |
| 50 | UITB | Victoryshares Core Intermedi | -0.8% | -0.08% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Alliance Wealth Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$3.1億，共申報了 143 個公開持股部位。
在 Q4 2024 季度，Alliance Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：UITB (12.7%)、DGRO (11.6%)、QQQ (5.8%)。其中最大持股部位 UITB 佔據整體投資組合約 12.7% 的權重。
在 Q4 2024 季度中，Alliance Wealth Advisors, LLC 共進行了 45 項持倉異動，包含新建倉 8 個部位、加碼 16 個部位、減碼 17 個部位以及清倉 4 個部位。 其中最大新建倉標的為 PLTR。 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。
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。
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。