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
101 檔
11.0%
在 Q4 2024 申報期間，apricus wealth, LLC（CIK: 0001913842）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$2.1億，共持有 101 個公開申報部位。
apricus wealth, LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 11 檔股票的新建倉與 16 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，apricus wealth, LLC 的前 5 大核心持股（包含 KMI, UNM, CVX 等）合計佔整體申報市值的 11.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | KMI | Kinder Morgan, Inc. | 股票-能源 | 3.45% | -0.09% | -3.58% | |
| 2 | UNM | Unum Group | 股票-金融 | 3.02% | +0.26% | -3.90% | |
| 3 | CVX | Chevron CORP | 股票-能源 | 2.97% | -0.71% | -0.75% | |
| 4 | MDXG | Mimedx Group Inc | 股票-其他 | 2.82% | -0.04% | — | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.74% | +0.05% | -13.24% | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 2.70% | +0.27% | -4.95% | |
| 7 | STT | State Street CORP | 股票-金融 | 2.62% | -0.55% | -1.76% | |
| 8 | EXE | Expand Energy CORP | 股票-能源 | 2.55% | -0.35% | +5.16% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.48% | +0.22% | -7.42% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.26% | +0.93% | +1.19% | |
| 11 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 2.21% | +0.17% | — | |
| 12 | SLB | Slb LTD | 股票-能源 | 2.19% | -0.25% | +60.30% | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 2.14% | +0.04% | +2.90% | |
| 14 | UL | Unilever PLC | 股票-非循環性消費 | 2.08% | — | -2.06% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 2.07% | -0.17% | +5.67% | |
| 16 | C | Citigroup Inc | 股票-金融 | 2.03% | -0.52% | +2.03% | |
| 17 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 2.02% | -0.21% | +2.81% | |
| 18 | KR | Kroger Co | 股票-非循環性消費 | 1.96% | +0.10% | +1.66% | |
| 19 | KT | Kt Corp-sp Adr | 股票-其他 | 1.95% | -0.36% | +2.83% | |
| 20 | CTRA | Coterra Energy Inc | 股票-能源 | 1.89% | -2.08% | EXIT | |
| 21 | CB | Chubb Limited | 股票-金融 | 1.85% | +0.10% | -0.58% | |
| 22 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.71% | +0.36% | +3.01% | |
| 23 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 1.70% | -0.26% | +8.75% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.67% | +0.06% | +28.92% | |
| 25 | SO | Southern Co/the | 股票-公用事業 | 1.65% | -0.03% | -1.44% | |
| 26 | PNC | Pnc Financial Services Group | 股票-金融 | 1.63% | +0.19% | +0.58% | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 1.56% | -1.57% | -13.89% | |
| 28 | TRP | Tc Energy CORP | 股票-能源 | 1.55% | -0.72% | -23.94% | |
| 29 | COP | Conocophillips | 股票-能源 | 1.52% | — | -0.57% | |
| 30 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.46% | -0.48% | -5.35% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.42% | +0.14% | +1.74% | |
| 32 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.40% | -0.04% | +0.68% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事業 | 1.40% | -0.07% | +0.75% | |
| 34 | NEM | Newmont CORP | 股票-原物料 | 1.39% | -0.21% | -3.66% | |
| 35 | BERYEUR | Berry Global Group Inc | 股票-其他 | 1.39% | — | +3.58% | |
| 36 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.38% | +0.04% | +2.83% | |
| 37 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.33% | -0.04% | +10.74% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | -0.02% | +2.18% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.17% | -0.16% | +5.48% | |
| 40 | T | At&t Inc | 股票-通訊服務 | 1.12% | -0.14% | -3.84% | |
| 41 | ABX | Barrick Gold CORP | 股票-金融 | 1.08% | — | -4.61% | |
| 42 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.08% | — | +2.11% | |
| 43 | SHEL | Shell Plc-adr | 股票-能源 | 1.07% | -0.27% | +4.48% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.02% | +0.16% | +7.82% | |
| 45 | BG | Bunge Global SA | 股票-非循環性消費 | 1.01% | -0.66% | -5.96% | |
| 46 | SOBO | South Bow CORP | 股票-其他 | 0.91% | +0.01% | — | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.90% | +0.10% | NEW | |
| 48 | CEG | Constellation Energy | 股票-公用事業 | 0.65% | -0.07% | -7.30% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | +0.02% | -0.46% | |
| 50 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.62% | -0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MDXG | Mimedx Group Inc | +1.1% | — | 不變 |
| 2 | SOBO | South Bow CORP | +0.9% | NEW | 新建倉 |
| 3 | SLB | Slb LTD | +0.7% | +60.30% | 加碼 |
| 4 | KMI | Kinder Morgan, Inc. | +0.5% | -3.58% | 減碼 |
| 5 | EXE | Expand Energy CORP | +0.5% | +5.16% | 加碼 |
| 6 | UNM | Unum Group | +0.4% | -3.90% | 減碼 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +5.67% | 加碼 |
| 8 | TM | Toyota Motor CORP -spon Adr | +0.2% | +8.75% | 加碼 |
| 9 | C | Citigroup Inc | +0.2% | +2.03% | 加碼 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | — | 不變 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +28.92% | 加碼 |
| 12 | SXI | Standex International CORP | +0.2% | NEW | 新建倉 |
| 13 | STT | State Street CORP | +0.2% | -1.76% | 減碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +7.82% | 加碼 |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.2% | NEW | 新建倉 |
| 16 | ADI | Analog Devices Inc | +0.2% | NEW | 新建倉 |
| 17 | CTRA | Coterra Energy Inc | +0.2% | +3.31% | 加碼 |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | NEW | 新建倉 |
| 19 | BMI | Badger Meter Inc | +0.1% | NEW | 新建倉 |
| 20 | MASI* | Masimo CORP | +0.1% | NEW | 新建倉 |
| 21 | CBOE | Cboe Global Markets Inc | +0.1% | NEW | 新建倉 |
| 22 | CACI | Caci International Inc -cl A | +0.1% | NEW | 新建倉 |
| 23 | EOG | Eog Resources Inc | +0.1% | NEW | 新建倉 |
| 24 | STE | STERIS plc | +0.1% | NEW | 新建倉 |
| 25 | KR | Kroger Co | +0.1% | +1.66% | 加碼 |
| 26 | BAC | Bank Of America CORP | +0.1% | -4.95% | 減碼 |
| 27 | HUBB | Hubbell Inc | -0.1% | -20.89% | 減碼 |
| 28 | ADM | Archer-daniels-midland Co | -0.1% | +10.74% | 加碼 |
| 29 | COP | Conocophillips | -0.1% | -0.57% | 減碼 |
| 30 | CB | Chubb Limited | -0.1% | -0.58% | 減碼 |
| 31 | RLMD | Relmada Therapeutics Inc | -0.2% | -37.99% | 減碼 |
| 32 | VIG | Vanguard Dividend Apprec ETF | -0.2% | EXIT | 清倉 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.2% | -35.29% | 減碼 |
| 34 | SJM | Jm Smucker Co/the | -0.2% | +3.01% | 加碼 |
| 35 | CL | Colgate-palmolive Co | -0.2% | EXIT | 清倉 |
| 36 | CEG | Constellation Energy | -0.2% | -7.30% | 減碼 |
| 37 | VTV | Vanguard Value ETF | -0.2% | -29.89% | 減碼 |
| 38 | MRK | Merck & Co. Inc. | -0.2% | +1.74% | 加碼 |
| 39 | SO | Southern Co/the | -0.2% | -1.44% | 減碼 |
| 40 | NVS | Novartis Ag-sponsored Adr | -0.2% | +2.83% | 加碼 |
| 41 | ABBV | Abbvie Inc | -0.3% | +1.19% | 加碼 |
| 42 | BG | Bunge Global SA | -0.4% | -5.96% | 減碼 |
| 43 | UL | Unilever PLC | -0.4% | -2.06% | 減碼 |
| 44 | ABX | Barrick Gold CORP | -0.4% | -4.61% | 減碼 |
| 45 | CVS | Cvs Health CORP | -0.4% | +2.11% | 加碼 |
| 46 | PFE | Pfizer Inc | -0.4% | -13.89% | 減碼 |
| 47 | AMGN | Amgen Inc | -0.5% | +2.90% | 加碼 |
| 48 | TRP | Tc Energy CORP | -0.6% | -23.94% | 減碼 |
| 49 | LYB | LyondellBasell Industries N.V. | -0.6% | -5.35% | 減碼 |
| 50 | NEM | Newmont CORP | -0.7% | -3.66% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，apricus wealth, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.1億，共申報了 101 個公開持股部位。
在 Q4 2024 季度，apricus wealth, LLC 按市值排列的前三大核心持股分別為：KMI (3.5%)、UNM (3.0%)、CVX (3.0%)。其中最大持股部位 KMI 佔據整體投資組合約 3.5% 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
SOBO
市值: US$140.4萬
本季最大獲利了結 / 清倉標的
CL
前期市值: US$26.4萬
在 Q4 2024 季度中，apricus wealth, LLC 共進行了 48 項持倉異動，包含新建倉 11 個部位、加碼 16 個部位、減碼 19 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SOBO。 本季清倉部位包含 CL。
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。