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。
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CIK: 0001729515
申報總市值
US$5.1億
US$5.1億
206 檔
13.2%
根據最新整理的 13F 季度數據集，Aries Wealth Management 於 Q2 2024 結束時的管理資產規模為 US$5.1億。該機構在本季度申報了 206 檔美股持倉，呈現出該時期的主要投資地圖。
Q2 2024 的申報記錄反映 Aries Wealth Management 的板塊替換策略：機構本季推動了 26 筆增持與 21 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, VUG）占據了總市值的 13.2%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 206 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 | AAPL | Apple Inc | 股票-科技 | 6.17% | +0.09% | -0.62% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.76% | -0.32% | +0.12% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.79% | +0.36% | +3.30% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.26% | +0.20% | +3.75% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.15% | +0.07% | +5.83% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.92% | +0.19% | +1.73% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.61% | +0.07% | +10.78% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.50% | +0.03% | +0.72% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.24% | -0.15% | -0.49% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 1.90% | +0.92% | -0.20% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.73% | -0.44% | +0.66% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | +0.23% | +3.98% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.57% | -0.05% | -0.08% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.50% | +0.02% | +11.15% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.49% | -0.17% | +2.27% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.46% | -0.04% | +3.89% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.44% | -0.10% | +0.17% | |
| 18 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-其他 | 1.30% | -0.10% | +19.49% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.28% | -0.28% | -0.02% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.01% | +0.73% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.15% | +0.25% | +5.89% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | +0.01% | +0.11% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.10% | -0.07% | +0.86% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.07% | -0.05% | +5.94% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.05% | +0.03% | — | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.99% | -0.04% | -16.50% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | -0.14% | -0.14% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.96% | +0.13% | +18.67% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | +0.14% | — | |
| 30 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.92% | -0.31% | +2.20% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.86% | -0.06% | -0.61% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.86% | -0.08% | — | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.84% | -0.11% | +0.04% | |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.80% | -0.10% | +1.35% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.71% | — | +0.12% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.70% | +0.02% | +3.23% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.69% | +0.05% | +3.00% | |
| 38 | ITW | Illinois Tool Works | 股票-工業 | 0.66% | -0.03% | — | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | +0.03% | — | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.63% | — | -0.60% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | -0.01% | +0.32% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.03% | -0.29% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.61% | -0.06% | -0.23% | |
| 44 | WM | Waste Management Inc | 股票-工業 | 0.59% | -0.08% | +0.57% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.58% | -0.03% | -0.40% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.56% | -0.03% | -0.66% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | -0.01% | — | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.13% | +0.40% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.51% | -0.08% | +2.27% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | +0.01% | +900.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | -0.62% | 減碼 |
| 2 | VUG | Vanguard Growth ETF | +0.3% | +3.30% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.98% | 加碼 |
| 4 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.2% | +19.49% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.2% | +0.12% | 加碼 |
| 6 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +11.15% | 加碼 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.2% | +10.78% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +0.72% | 加碼 |
| 9 | WMT | Walmart Inc | +0.1% | -0.02% | 減碼 |
| 10 | VTV | Vanguard Value ETF | +0.1% | +18.67% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.1% | +900.00% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.1% | — | 不變 |
| 13 | COST | Costco Wholesale CORP | +0.1% | -0.14% | 減碼 |
| 14 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.73% | 加碼 |
| 16 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建倉 |
| 17 | ADBE | Adobe Inc | +0.1% | +79.23% | 加碼 |
| 18 | XLE | Ss Energy Select Sector | +0.1% | +140.03% | 加碼 |
| 19 | VCIT | Vanguard Int-term Corporate | +0.1% | +38.50% | 加碼 |
| 20 | EEM | Ishares Msci Emerging Market | +0.1% | +5.89% | 加碼 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +20.39% | 加碼 |
| 22 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | 新建倉 |
| 23 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | NEW | 新建倉 |
| 24 | CRM | Salesforce Inc | +0.1% | NEW | 新建倉 |
| 25 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +3.89% | 加碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +2.27% | 加碼 |
| 28 | VO | Vanguard Mid-cap ETF | — | +5.83% | 加碼 |
| 29 | XYZ | Block Inc | -0.1% | EXIT | 清倉 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -34.97% | 減碼 |
| 31 | DIS | Walt Disney Co/the | -0.1% | -4.92% | 減碼 |
| 32 | INTC | Intel CORP | -0.1% | -6.30% | 減碼 |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -21.96% | 減碼 |
| 34 | DEO | Diageo Plc-sponsored Adr | -0.1% | EXIT | 清倉 |
| 35 | ACN | Accenture plc | -0.1% | -3.27% | 減碼 |
| 36 | NKE | Nike Inc -cl B | -0.1% | -3.22% | 減碼 |
| 37 | V | Visa Inc-class A Shares | -0.1% | +0.11% | 加碼 |
| 38 | AWK | American Water Works Co Inc | -0.1% | EXIT | 清倉 |
| 39 | ITW | Illinois Tool Works | -0.1% | — | 不變 |
| 40 | CVS | Cvs Health CORP | -0.1% | EXIT | 清倉 |
| 41 | PLD | Prologis Inc | -0.1% | EXIT | 清倉 |
| 42 | SCJ | Ishares Msci Japan Small-cap | -0.1% | EXIT | 清倉 |
| 43 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -0.49% | 減碼 |
| 44 | BMY | Bristol-myers Squibb Co | -0.2% | -14.72% | 減碼 |
| 45 | TREX | Trex Company Inc | -0.2% | — | 不變 |
| 46 | JNJ | Johnson & Johnson | -0.2% | +0.17% | 加碼 |
| 47 | SBUX | Starbucks CORP | -0.2% | EXIT | 清倉 |
| 48 | HD | Home Depot Inc | -0.2% | -0.08% | 減碼 |
| 49 | CAT | Caterpillar Inc | -0.2% | -0.20% | 減碼 |
| 50 | MRK | Merck & Co. Inc. | -0.3% | -16.50% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Aries Wealth Management 在 Q2 2024 季度的美股持倉總市值約為 US$5.1億，共申報了 206 個公開持股部位。
在 Q2 2024 季度，Aries Wealth Management 按市值排列的前三大核心持股分別為：AAPL (6.2%)、MSFT (4.8%)、VUG (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.2% 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
GEV
市值: US$34.0萬
本季最大獲利了結 / 清倉標的
SBUX
前期市值: US$53.9萬
在 Q2 2024 季度中，Aries Wealth Management 共進行了 47 項持倉異動，包含新建倉 6 個部位、加碼 20 個部位、減碼 14 個部位以及清倉 7 個部位。 其中最大新建倉標的為 GEV。 本季清倉部位包含 SBUX。
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。