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: 0001913842
申報總市值
US$2.1億
US$2.1億
92 檔
10.2%
根據最新整理的 13F 季度數據集，apricus wealth, LLC 於 Q3 2024 結束時的管理資產規模為 US$2.1億。該機構在本季度申報了 92 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，apricus wealth, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 32 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 CVX, KMI, JPM）占據了總市值的 10.2%，展現出該機構在 Q3 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 | CVX | Chevron CORP | 股票-能源 | 3.09% | -0.71% | +31.86% | |
| 2 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.93% | -0.09% | +0.89% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.82% | +0.05% | -2.50% | |
| 4 | AMGN | Amgen Inc | 股票-醫療保健 | 2.61% | +0.04% | -3.80% | |
| 5 | BAC | Bank Of America CORP | 股票-金融 | 2.60% | +0.27% | -5.94% | |
| 6 | UNM | Unum Group | 股票-金融 | 2.60% | +0.26% | -0.48% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.53% | +0.22% | -0.34% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.52% | +0.93% | +1.07% | |
| 9 | UL | Unilever PLC | 股票-非循環性消費 | 2.47% | — | -6.72% | |
| 10 | STT | State Street CORP | 股票-金融 | 2.44% | -0.55% | +1.32% | |
| 11 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 2.16% | +0.17% | — | |
| 12 | TRP | Tc Energy CORP | 股票-能源 | 2.12% | -0.72% | -3.10% | |
| 13 | NEM | Newmont CORP | 股票-原物料 | 2.10% | -0.21% | -0.51% | |
| 14 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 2.07% | -0.21% | +2.64% | |
| 15 | EXE | Expand Energy CORP | 股票-能源 | 2.03% | -0.35% | +120.96% | |
| 16 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 2.03% | -0.48% | +5.10% | |
| 17 | PFE | Pfizer Inc | 股票-醫療保健 | 2.00% | -1.57% | +4.17% | |
| 18 | CB | Chubb Limited | 股票-金融 | 1.98% | +0.10% | +1.61% | |
| 19 | KT | Kt Corp-sp Adr | 股票-其他 | 1.91% | -0.36% | +2.67% | |
| 20 | SO | Southern Co/the | 股票-公用事業 | 1.86% | -0.03% | +2.24% | |
| 21 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.86% | +0.36% | +3.42% | |
| 22 | KR | Kroger Co | 股票-非循環性消費 | 1.84% | +0.10% | +66.46% | |
| 23 | C | Citigroup Inc | 股票-金融 | 1.79% | -0.52% | +2.45% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.79% | -0.17% | +4.34% | |
| 25 | MDXG | Mimedx Group Inc | 股票-其他 | 1.76% | -0.04% | — | |
| 26 | CTRA | Coterra Energy Inc | 股票-能源 | 1.74% | -2.08% | EXIT | |
| 27 | COP | Conocophillips | 股票-能源 | 1.65% | — | +6.46% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.62% | +0.14% | +2.15% | |
| 29 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.61% | +0.04% | -29.09% | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 1.57% | +0.19% | -3.51% | |
| 31 | SLB | Slb LTD | 股票-能源 | 1.52% | -0.25% | +9.57% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事業 | 1.51% | -0.07% | +5.20% | |
| 33 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.50% | — | -3.75% | |
| 34 | ABX | Barrick Gold CORP | 股票-金融 | 1.48% | — | +0.63% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.47% | +0.06% | +2.39% | |
| 36 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 1.46% | -0.26% | +6.39% | |
| 37 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.45% | -0.04% | +17.09% | |
| 38 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.44% | -0.04% | +8.60% | |
| 39 | BERYEUR | Berry Global Group Inc | 股票-其他 | 1.43% | — | +18.32% | |
| 40 | BG | Bunge Global SA | 股票-非循環性消費 | 1.36% | -0.66% | +3.85% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.27% | -0.16% | +0.28% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 1.19% | -0.02% | -0.50% | |
| 43 | T | At&t Inc | 股票-通訊服務 | 1.14% | -0.14% | +4.33% | |
| 44 | SHEL | Shell Plc-adr | 股票-能源 | 1.10% | -0.27% | +6.96% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.90% | +0.10% | NEW | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | +0.16% | — | |
| 47 | CEG | Constellation Energy | 股票-公用事業 | 0.82% | -0.07% | -21.38% | |
| 48 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.67% | -0.04% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | +0.02% | -0.92% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.60% | +0.49% | +4.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EXE | Expand Energy CORP | +1% | +120.96% | 加碼 |
| 2 | KR | Kroger Co | +0.8% | +66.46% | 加碼 |
| 3 | CVX | Chevron CORP | +0.4% | +31.86% | 加碼 |
| 4 | WEC | Wec Energy Group Inc | +0.4% | +17.09% | 加碼 |
| 5 | NEM | Newmont CORP | +0.3% | -0.51% | 減碼 |
| 6 | BERYEUR | Berry Global Group Inc | +0.3% | +18.32% | 加碼 |
| 7 | STT | State Street CORP | +0.3% | +1.32% | 加碼 |
| 8 | TRP | Tc Energy CORP | +0.2% | -3.10% | 減碼 |
| 9 | IBM | Intl Business Machines CORP | +0.2% | +7.64% | 加碼 |
| 10 | ABBV | Abbvie Inc | +0.2% | +1.07% | 加碼 |
| 11 | UNM | Unum Group | +0.2% | -0.48% | 減碼 |
| 12 | HUBB | Hubbell Inc | +0.2% | +58.00% | 加碼 |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.2% | NEW | 新建倉 |
| 14 | CL | Colgate-palmolive Co | +0.2% | NEW | 新建倉 |
| 15 | SO | Southern Co/the | +0.2% | +2.24% | 加碼 |
| 16 | DUK | Duke Energy CORP | +0.2% | +5.20% | 加碼 |
| 17 | AXP | American Express Co | +0.2% | NEW | 新建倉 |
| 18 | ABX | Barrick Gold CORP | +0.1% | +0.63% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +4.34% | 加碼 |
| 20 | KT | Kt Corp-sp Adr | +0.1% | +2.67% | 加碼 |
| 21 | CB | Chubb Limited | +0.1% | +1.61% | 加碼 |
| 22 | SJM | Jm Smucker Co/the | +0.1% | +3.42% | 加碼 |
| 23 | T | At&t Inc | +0.1% | +4.33% | 加碼 |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | +0.89% | 加碼 |
| 25 | PNC | Pnc Financial Services Group | +0.1% | -3.51% | 減碼 |
| 26 | PLTR | Palantir Technologies Inc-a | +0.1% | — | 不變 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +2.39% | 加碼 |
| 28 | AAPL | Apple Inc | 0% | -0.34% | 減碼 |
| 29 | UL | Unilever PLC | 0% | -6.72% | 減碼 |
| 30 | ENB | Enbridge Inc | 0% | +2.49% | 加碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.92% | 減碼 |
| 32 | VZ | Verizon Communications Inc | 0% | +0.28% | 加碼 |
| 33 | PFE | Pfizer Inc | 0% | +4.17% | 加碼 |
| 34 | ADM | Archer-daniels-midland Co | 0% | +8.60% | 加碼 |
| 35 | TSN | Tyson Foods Inc-cl A | 0% | +2.64% | 加碼 |
| 36 | LYB | LyondellBasell Industries N.V. | -0.1% | +5.10% | 加碼 |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 不變 |
| 38 | FDX | Fedex CORP | -0.1% | -6.42% | 減碼 |
| 39 | QCOM | Qualcomm Inc | -0.2% | EXIT | 清倉 |
| 40 | PSX | Phillips 66 | -0.2% | EXIT | 清倉 |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | — | 不變 |
| 42 | BG | Bunge Global SA | -0.2% | +3.85% | 加碼 |
| 43 | TM | Toyota Motor CORP -spon Adr | -0.3% | +6.39% | 加碼 |
| 44 | MRK | Merck & Co. Inc. | -0.3% | +2.15% | 加碼 |
| 45 | CTRA | Coterra Energy Inc | -0.3% | +2.82% | 加碼 |
| 46 | BAC | Bank Of America CORP | -0.4% | -5.94% | 減碼 |
| 47 | MDXG | Mimedx Group Inc | -0.5% | — | 不變 |
| 48 | ABNB | Airbnb Inc-class A | -0.6% | — | 不變 |
| 49 | NVS | Novartis Ag-sponsored Adr | -0.7% | -29.09% | 減碼 |
| 50 | STLA | Stellantis N.V. | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，apricus wealth, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.1億，共申報了 92 個公開持股部位。
在 Q3 2024 季度，apricus wealth, LLC 按市值排列的前三大核心持股分別為：CVX (3.1%)、KMI (2.9%)、JPM (2.8%)。其中最大持股部位 CVX 佔據整體投資組合約 3.1% 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
SCHD
市值: US$26.4萬
本季最大獲利了結 / 清倉標的
STLA
前期市值: US$103.3萬
在 Q3 2024 季度中，apricus wealth, LLC 共進行了 45 項持倉異動，包含新建倉 3 個部位、加碼 29 個部位、減碼 10 個部位以及清倉 3 個部位。 其中最大新建倉標的為 SCHD。 本季清倉部位包含 STLA。
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。