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: 0001931870
申報總市值
US$4.1億
US$4.1億
196 檔
16.2%
根據最新整理的 13F 季度數據集，Argonautica Private Wealth Management, Inc 於 Q3 2024 結束時的管理資產規模為 US$4.1億。該機構在本季度申報了 196 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，Argonautica Private Wealth Management, Inc 採取了強勁的買進策略，建倉與加碼動作（合計 38 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 AAPL, MSFT, GOOGL）占據了總市值的 16.2%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
COP
市值: US$193.7萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$445.8萬
| # | 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 | AAPL | Apple Inc | 股票-科技 | 6.11% | -0.45% | +0.28% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.49% | -0.74% | +0.24% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.00% | -0.15% | +0.34% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.81% | -0.39% | +0.65% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.65% | -0.25% | +0.75% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.53% | — | +0.26% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.48% | -0.09% | +903.59% | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 2.07% | +1.93% | +0.53% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.01% | -0.39% | +1.37% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 1.85% | -0.25% | +0.76% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.74% | -0.14% | +0.81% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 1.63% | -0.57% | +0.48% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.60% | -0.07% | EXIT | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.58% | -0.16% | +1.20% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.58% | +0.33% | +1.02% | |
| 16 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.49% | — | +0.79% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 1.46% | +0.23% | +0.65% | |
| 18 | MDT | Medtronic plc | 股票-醫療保健 | 1.21% | -0.04% | +1.36% | |
| 19 | KLAC | Kla CORP | 股票-科技 | 1.14% | +1.22% | +0.07% | |
| 20 | ITW | Illinois Tool Works | 股票-工業 | 1.10% | — | +0.61% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工業 | 1.08% | — | +0.49% | |
| 22 | ADI | Analog Devices Inc | 股票-科技 | 1.07% | -0.04% | +1.14% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.07% | -0.09% | -25.99% | |
| 24 | GD | General Dynamics CORP | 股票-工業 | 1.04% | -0.19% | +0.83% | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.04% | -0.16% | +579.72% | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.03% | -0.08% | EXIT | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | -0.09% | +1.98% | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.96% | — | +0.46% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.93% | +0.02% | +1.57% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 0.91% | -0.19% | +1.69% | |
| 31 | PPG | Ppg Industries Inc | 股票-原物料 | 0.91% | +0.38% | +17.94% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.39% | +1.13% | |
| 33 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.90% | -0.59% | EXIT | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.90% | -0.89% | EXIT | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.87% | +2.79% | +0.32% | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 0.87% | -0.01% | +1.41% | |
| 37 | PSX | Phillips 66 | 股票-能源 | 0.87% | -0.27% | +0.65% | |
| 38 | PH | Parker Hannifin CORP | 股票-工業 | 0.86% | -0.15% | +1.06% | |
| 39 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.86% | — | +1.77% | |
| 40 | VLO | Valero Energy CORP | 股票-能源 | 0.86% | — | +0.40% | |
| 41 | HON | Honeywell International Inc | 股票-工業 | 0.85% | -0.10% | EXIT | |
| 42 | LHX | L3harris Technologies Inc | 股票-工業 | 0.81% | -0.32% | +1.41% | |
| 43 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.73% | -0.23% | +1.09% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.71% | -0.05% | +2.65% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.28% | +0.82% | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.68% | +0.46% | +0.41% | |
| 47 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.65% | — | +0.19% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.64% | — | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | -0.05% | +1.96% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.56% | — | +1.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | +0.9% | +579.72% | 加碼 |
| 2 | COP | Conocophillips | +0.6% | NEW | 新建倉 |
| 3 | AAPL | Apple Inc | +0.4% | +0.28% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.4% | +1.20% | 加碼 |
| 5 | BX | Blackstone Inc | +0.3% | +0.76% | 加碼 |
| 6 | SBUX | Starbucks CORP | +0.3% | +0.79% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.3% | +0.81% | 加碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.3% | +0.26% | 加碼 |
| 9 | WMT | Walmart Inc | +0.2% | +0.48% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +1.37% | 加碼 |
| 11 | LMT | Lockheed Martin CORP | +0.2% | +0.49% | 加碼 |
| 12 | XYZ | Block Inc | +0.2% | NEW | 新建倉 |
| 13 | ILMN | Illumina Inc | +0.2% | NEW | 新建倉 |
| 14 | BURL | Burlington Stores Inc | +0.2% | +111.77% | 加碼 |
| 15 | CPAY | Corpay Inc | +0.2% | NEW | 新建倉 |
| 16 | ZTS | Zoetis Inc | +0.2% | NEW | 新建倉 |
| 17 | PH | Parker Hannifin CORP | +0.2% | +1.06% | 加碼 |
| 18 | PPG | Ppg Industries Inc | +0.2% | +17.94% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +1.02% | 加碼 |
| 20 | TREX | Trex Company Inc | +0.1% | NEW | 新建倉 |
| 21 | MDT | Medtronic plc | +0.1% | +1.36% | 加碼 |
| 22 | PHM | Pultegroup Inc | +0.1% | +0.19% | 加碼 |
| 23 | MKL | Markel Group Inc | +0.1% | NEW | 新建倉 |
| 24 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 25 | AVGO | Broadcom Inc | +0.1% | +903.59% | 加碼 |
| 26 | ABT | Abbott Laboratories | +0.1% | +0.70% | 加碼 |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | +0.46% | 加碼 |
| 28 | MDLZ | Mondelez International Inc-a | +0.1% | +1.07% | 加碼 |
| 29 | FTNT | Fortinet Inc | +0.1% | +0.28% | 加碼 |
| 30 | ITW | Illinois Tool Works | +0.1% | +0.61% | 加碼 |
| 31 | HON | Honeywell International Inc | +0.1% | +18.09% | 加碼 |
| 32 | CTSH | Cognizant Tech Solutions-a | -0.1% | EXIT | 清倉 |
| 33 | DXCM | Dexcom Inc | -0.1% | +0.35% | 加碼 |
| 34 | CELH | Celsius Holdings Inc | -0.1% | +0.37% | 加碼 |
| 35 | TEL | TE Connectivity plc | -0.1% | EXIT | 清倉 |
| 36 | DKS | Dick's Sporting Goods Inc | -0.2% | EXIT | 清倉 |
| 37 | AFL | Aflac Inc | -0.2% | EXIT | 清倉 |
| 38 | VLO | Valero Energy CORP | -0.2% | +0.40% | 加碼 |
| 39 | EOG | Eog Resources Inc | -0.2% | -63.46% | 減碼 |
| 40 | FISV | Fiserv Inc | -0.2% | -58.13% | 減碼 |
| 41 | ADBE | Adobe Inc | -0.2% | -70.45% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.2% | -25.99% | 減碼 |
| 43 | CRWD | Crowdstrike Holdings Inc - A | -0.3% | +0.41% | 加碼 |
| 44 | MSFT | Microsoft CORP | -0.4% | +0.24% | 加碼 |
| 45 | AMAT | Applied Materials Inc | -0.4% | +0.53% | 加碼 |
| 46 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | 清倉 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.34% | 加碼 |
| 48 | MCD | Mcdonald's CORP | -0.7% | EXIT | 清倉 |
| 49 | NEE | Nextera Energy Inc | -0.7% | EXIT | 清倉 |
| 50 | BLKCHF | Blackrock Inc | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Argonautica Private Wealth Management, Inc 在 Q3 2024 季度的美股持倉總市值約為 US$4.1億，共申報了 196 個公開持股部位。
在 Q3 2024 季度，Argonautica Private Wealth Management, Inc 按市值排列的前三大核心持股分別為：AAPL (6.1%)、MSFT (5.5%)、GOOGL (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 的權重。
在 Q3 2024 季度中，Argonautica Private Wealth Management, Inc 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 30 個部位、減碼 4 個部位以及清倉 8 個部位。 其中最大新建倉標的為 COP。 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。