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: 0001729515
申報總市值
US$5.1億
US$5.1億
223 檔
14.8%
根據最新整理的 13F 季度數據集，Aries Wealth Management 於 Q4 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 223 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Aries Wealth Management 展現出較為審慎的避險與獲利了結姿態。本季共減碼 20 個部位並完全清倉 7 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, VUG, MSFT）占據了總市值的 14.8%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 223 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 | 6.31% | +0.09% | -0.92% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.19% | +0.36% | +3.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.03% | -0.32% | -1.41% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.15% | +0.20% | +0.83% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.13% | +0.19% | +3.29% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.01% | +0.07% | +1.03% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.44% | +0.07% | -0.95% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.44% | +0.03% | -0.57% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.91% | -0.15% | -2.95% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 1.80% | +0.92% | — | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.59% | -0.05% | -2.03% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.55% | +0.23% | +3.82% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.47% | +0.13% | +30.76% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.47% | -0.17% | -0.79% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.41% | +0.03% | — | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.40% | +0.02% | -0.78% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.39% | -0.28% | -1.30% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | -0.44% | -0.93% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.32% | -0.04% | -0.42% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.26% | +0.25% | +11.15% | |
| 21 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-其他 | 1.19% | -0.10% | +4.69% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | -0.01% | — | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.13% | -0.10% | -2.51% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | +0.01% | -2.90% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.99% | -0.05% | -0.14% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | -0.07% | -1.39% | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.97% | -0.31% | +3.22% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | +0.04% | +6.63% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.89% | -0.14% | — | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.88% | -0.10% | +14.32% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.87% | +0.14% | -2.51% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.80% | — | +12.52% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.74% | -0.08% | -3.93% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.73% | -0.04% | +2.89% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | +0.03% | — | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.68% | -0.06% | -2.38% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.67% | +0.02% | +2.95% | |
| 38 | WM | Waste Management Inc | 股票-工業 | 0.66% | -0.08% | +2.84% | |
| 39 | ITW | Illinois Tool Works | 股票-工業 | 0.65% | -0.03% | -1.06% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.65% | — | -1.59% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.65% | +0.05% | +0.21% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.62% | -0.11% | +0.41% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.60% | — | -1.36% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.03% | -0.48% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.59% | -0.07% | +11.03% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.58% | -0.03% | — | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.55% | -0.03% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | +0.01% | +19.16% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | -0.08% | — | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.12% | -0.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.4% | +3.32% | 加碼 |
| 2 | AAPL | Apple Inc | +0.4% | -0.92% | 減碼 |
| 3 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.57% | 減碼 |
| 5 | VTV | Vanguard Value ETF | +0.3% | +30.76% | 加碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +154.45% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.82% | 加碼 |
| 8 | ETH | Grayscale Ethereum Staking M | +0.2% | NEW | 新建倉 |
| 9 | BTC | Grayscale Bitcoin Mini ETF | +0.2% | NEW | 新建倉 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +3.29% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不變 |
| 12 | WMT | Walmart Inc | +0.1% | -1.30% | 減碼 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -2.90% | 減碼 |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +26.71% | 加碼 |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +14.32% | 加碼 |
| 16 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | -4.37% | 減碼 |
| 17 | RKLB | Rocket Lab Corporation | +0.1% | -38.51% | 減碼 |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.63% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.1% | — | 不變 |
| 20 | CTA | Simplify Managed Futures St | +0.1% | +15.30% | 加碼 |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 22 | TRV | Travelers Cos Inc/the | +0.1% | +35.97% | 加碼 |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | +0.83% | 加碼 |
| 24 | AGG | Ishares Core U.s. Aggregate | +0.1% | +19.16% | 加碼 |
| 25 | PEP | Pepsico Inc | -0.1% | +0.41% | 加碼 |
| 26 | MDT | Medtronic plc | -0.1% | EXIT | 清倉 |
| 27 | MRK | Merck & Co. Inc. | -0.1% | +2.89% | 加碼 |
| 28 | CI | THE Cigna Group | -0.1% | — | 不變 |
| 29 | ABBV | Abbvie Inc | -0.1% | -1.59% | 減碼 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | 清倉 |
| 31 | GDX | Vaneck Gold Miners ETF | -0.1% | -0.85% | 減碼 |
| 32 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 33 | IDXX | Idexx Laboratories Inc | -0.1% | -0.31% | 減碼 |
| 34 | BTCGBP | Grayscale Bitcoin Mini Trust | -0.1% | EXIT | 清倉 |
| 35 | AXP | American Express Co | -0.1% | -43.25% | 減碼 |
| 36 | ✓ | Eth | -0.1% | EXIT | 清倉 |
| 37 | PI | Impinj Inc | -0.1% | — | 不變 |
| 38 | HD | Home Depot Inc | -0.1% | -2.03% | 減碼 |
| 39 | TD | Toronto-dominion Bank | -0.1% | EXIT | 清倉 |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | -1.36% | 減碼 |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -18.39% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.1% | -1.41% | 減碼 |
| 43 | CAT | Caterpillar Inc | -0.1% | — | 不變 |
| 44 | XOM | Exxon Mobil CORP | -0.1% | -0.93% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.38% | 減碼 |
| 46 | LLY | Eli Lilly & Co | -0.2% | -2.51% | 減碼 |
| 47 | JNJ | Johnson & Johnson | -0.2% | -2.51% | 減碼 |
| 48 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | -2.95% | 減碼 |
| 49 | EFA | Ishares Msci Eafe ETF | -0.3% | -0.95% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Aries Wealth Management 在 Q4 2024 季度的美股持倉總市值約為 US$5.1億，共申報了 223 個公開持股部位。
在 Q4 2024 季度，Aries Wealth Management 按市值排列的前三大核心持股分別為：AAPL (6.3%)、VUG (4.2%)、MSFT (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.3% 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
BLK
市值: US$140.1萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$139.8萬
在 Q4 2024 季度中，Aries Wealth Management 共進行了 45 項持倉異動，包含新建倉 4 個部位、加碼 14 個部位、減碼 20 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BLK。 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。
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。