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: 0001665633
申報總市值
US$6.6億
US$6.6億
201 檔
15.2%
截至 Q4 2024 季度末，Alpha Omega Wealth Management LLC 的美股持倉估值約為 US$6.6億，全數申報部位共有 201 檔。
Alpha Omega 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 34 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。
整體而言，Alpha Omega Wealth Management LLC 的前 5 大持股（包含 JPST, MSFT, AAPL）貢獻了組合市值的 15.2%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 201 檔）
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 7.16% | -0.54% | -1.50% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.26% | -0.21% | -0.34% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.55% | +0.08% | -1.83% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 2.07% | -0.66% | +0.12% | |
| 5 | T | At&t Inc | 股票-通訊服務 | 1.92% | -0.26% | -1.65% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 1.91% | +0.49% | -1.16% | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 1.86% | +0.07% | -2.13% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.84% | +0.11% | -0.64% | |
| 9 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.83% | -0.34% | -2.51% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.76% | +0.03% | -0.85% | |
| 11 | COF | Capital One Financial CORP | 股票-金融 | 1.74% | +0.03% | -1.31% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.58% | +0.09% | -4.75% | |
| 13 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.57% | -0.07% | +2.33% | |
| 14 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 1.44% | +0.09% | -4.59% | |
| 15 | SPG | Simon Property Group Inc | 股票-房地產 | 1.43% | +0.09% | -1.32% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | -0.10% | -0.90% | |
| 17 | TFC | Truist Financial CORP | 股票-金融 | 1.40% | +0.01% | -0.62% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.31% | +0.01% | -0.92% | |
| 19 | ETN | Eaton Corporation plc | 股票-工業 | 1.22% | +0.02% | -1.14% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.18% | +0.08% | +7.87% | |
| 21 | MKL | Markel Group Inc | 股票-金融 | 1.10% | -0.03% | +0.51% | |
| 22 | ENB | Enbridge Inc | 股票-能源 | 1.07% | -0.09% | -0.99% | |
| 23 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.03% | +0.21% | -21.24% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.02% | -0.04% | +188.95% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.02% | -0.11% | +205.82% | |
| 26 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 1.00% | +0.15% | — | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.95% | +0.05% | +195.17% | |
| 28 | GLW | Corning Inc | 股票-科技 | 0.93% | +0.39% | -1.65% | |
| 29 | GNTX | Gentex CORP | 股票-循環性消費 | 0.92% | +0.12% | +49.88% | |
| 30 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.92% | — | +3.03% | |
| 31 | O | Realty Income CORP | 股票-房地產 | 0.91% | -0.05% | -1.56% | |
| 32 | FHI | Federated Hermes Inc | 股票-金融 | 0.91% | -0.09% | -0.23% | |
| 33 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.89% | -0.05% | +0.05% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | -0.06% | -1.52% | |
| 35 | KMX | Carmax Inc | 股票-循環性消費 | 0.85% | +0.13% | -0.68% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.84% | +0.06% | +1.27% | |
| 37 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.80% | -0.16% | -1.71% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | -0.02% | -0.08% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.78% | +0.04% | +98.71% | |
| 40 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 0.77% | -0.05% | +0.22% | |
| 41 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.77% | -0.05% | -0.69% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.73% | +0.07% | +198.69% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.73% | -0.15% | -0.59% | |
| 44 | NSC | Norfolk Southern CORP | 股票-工業 | 0.73% | — | -1.68% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | +0.12% | +0.42% | |
| 46 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.71% | +0.02% | -1.41% | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.71% | -0.15% | +2.06% | |
| 48 | AEP | American Electric Power | 股票-公用事業 | 0.70% | -0.02% | -0.22% | |
| 49 | PFE | Pfizer Inc | 股票-醫療保健 | 0.69% | -0.17% | -22.01% | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.69% | — | -1.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SW | Smurfit Westrock Plc | +1% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.4% | -4.75% | 減碼 |
| 3 | WPC | Wp Carey Inc | +0.4% | +241.25% | 加碼 |
| 4 | SCHP | Schwab U.s. Tips ETF | +0.4% | +205.82% | 加碼 |
| 5 | COF | Capital One Financial CORP | +0.3% | -1.31% | 減碼 |
| 6 | GNTX | Gentex CORP | +0.3% | +49.88% | 加碼 |
| 7 | AAPL | Apple Inc | +0.3% | -1.83% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -0.85% | 減碼 |
| 9 | CSCO | Cisco Systems Inc | +0.2% | -1.16% | 減碼 |
| 10 | KMI | Kinder Morgan, Inc. | +0.2% | -0.69% | 減碼 |
| 11 | KD | Kyndryl Holdings Inc | +0.2% | -8.59% | 減碼 |
| 12 | MKL | Markel Group Inc | +0.1% | +0.51% | 加碼 |
| 13 | LOW | Lowe's Cos Inc | +0.1% | +37.96% | 加碼 |
| 14 | FHI | Federated Hermes Inc | +0.1% | -0.23% | 減碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.42% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.1% | -0.14% | 減碼 |
| 17 | V | Visa Inc-class A Shares | +0.1% | -0.28% | 減碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -1.96% | 減碼 |
| 19 | JPST | Jpmorgan Ultra-short Income | +0.1% | -1.50% | 減碼 |
| 20 | MSFT | Microsoft CORP | 0% | -0.34% | 減碼 |
| 21 | VOE | Vanguard Mid-cap Value ETF | 0% | -0.92% | 減碼 |
| 22 | GSST | Goldman Sachs Ultra Short Bo | 0% | -4.59% | 減碼 |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | 0% | +3.03% | 加碼 |
| 24 | NSC | Norfolk Southern CORP | 0% | -1.68% | 減碼 |
| 25 | SCHD | Schwab US Dvd Equity ETF | 0% | +188.95% | 加碼 |
| 26 | IEMG | Ishares Core Msci Emerging | 0% | -0.20% | 減碼 |
| 27 | AEP | American Electric Power | -0.1% | -0.22% | 減碼 |
| 28 | PEP | Pepsico Inc | -0.1% | -0.47% | 減碼 |
| 29 | MRK | Merck & Co. Inc. | -0.1% | +0.00% | 加碼 |
| 30 | SCHF | Schwab Intl Equity ETF | -0.1% | +98.71% | 加碼 |
| 31 | PSX | Phillips 66 | -0.1% | +2.06% | 加碼 |
| 32 | AMT | American Tower CORP | -0.1% | +3.52% | 加碼 |
| 33 | ODFL | Old Dominion Freight Line | -0.1% | -1.41% | 減碼 |
| 34 | STZ | Constellation Brands Inc-a | -0.1% | -1.10% | 減碼 |
| 35 | FBIN | Fortune Brands Innovations I | -0.1% | +0.01% | 加碼 |
| 36 | DHR | Danaher CORP | -0.1% | -0.03% | 減碼 |
| 37 | DIS | Walt Disney Co/the | -0.1% | -60.55% | 減碼 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -0.90% | 減碼 |
| 39 | ABBV | Abbvie Inc | -0.2% | -0.64% | 減碼 |
| 40 | MPC | Marathon Petroleum CORP | -0.2% | +2.33% | 加碼 |
| 41 | O | Realty Income CORP | -0.2% | -1.56% | 減碼 |
| 42 | MDLZ | Mondelez International Inc-a | -0.2% | +0.05% | 加碼 |
| 43 | INTC | Intel CORP | -0.2% | -22.54% | 減碼 |
| 44 | VZ | Verizon Communications Inc | -0.2% | -2.51% | 減碼 |
| 45 | PFE | Pfizer Inc | -0.3% | -22.01% | 減碼 |
| 46 | AQN | Algonquin Power & Utilities | -0.3% | -35.61% | 減碼 |
| 47 | 0VVB | Paramount Global-class B | -0.3% | -37.30% | 減碼 |
| 48 | GILD | Gilead Sciences Inc | -0.5% | -75.77% | 減碼 |
| 49 | SPLP | Steel Partners Holdings LP | -0.6% | EXIT | 清倉 |
| 50 | CVS | Cvs Health CORP | -0.7% | -21.24% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Alpha Omega Wealth Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.6億，共申報了 201 個公開持股部位。
在 Q4 2024 季度，Alpha Omega Wealth Management LLC 按市值排列的前三大核心持股分別為：JPST (7.2%)、MSFT (4.3%)、AAPL (3.5%)。其中最大持股部位 JPST 佔據整體投資組合約 7.2% 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
SW
市值: US$525.2萬
本季最大獲利了結 / 清倉標的
SPLP
前期市值: US$313.7萬
在 Q4 2024 季度中，Alpha Omega Wealth Management LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 15 個部位、減碼 33 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SW。 本季清倉部位包含 SPLP。
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。