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: 0001789382
申報總市值
US$3.3億
US$3.3億
93 檔
26.4%
Arkfeld Wealth Strategies, L.L.C. 在 Q4 2024 季度的美股部位總計估值為 US$3.3億，分散於 93 個持倉標的之中，反映其市場參與廣度與投資規模。
Arkfeld Wealth Strategies, L.L.C. 於 Q4 2024 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 28 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，Arkfeld Wealth Strategies, L.L.C. 的前 5 大核心持股（包含 BRK-B, AMZN, AAPL 等）合計佔整體申報市值的 26.4%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 14.00% | +0.97% | +1.16% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 10.02% | -0.87% | +0.56% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.01% | +0.51% | -0.06% | |
| 4 | CHRD | Chord Energy CORP | 股票-能源 | 5.33% | -0.75% | +3.54% | |
| 5 | TJX | Tjx Companies Inc | 股票-循環性消費 | 4.19% | -0.44% | — | |
| 6 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 3.85% | +0.13% | -0.12% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.81% | -0.28% | +0.48% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.77% | -0.02% | -0.08% | |
| 9 | DINO | Hf Sinclair CORP | 股票-能源 | 3.68% | +0.37% | -0.22% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.37% | -0.07% | +0.70% | |
| 11 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.77% | -0.12% | +0.42% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.34% | — | +1.31% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.95% | +0.42% | -7.11% | |
| 14 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.82% | -0.36% | -1.09% | |
| 15 | TOST | Toast Inc-class A | 股票-科技 | 1.75% | +1.34% | -0.76% | |
| 16 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.65% | -0.23% | -0.02% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | -0.13% | +1.26% | |
| 18 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 1.23% | — | -0.05% | |
| 19 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.14% | +0.22% | +7.46% | |
| 20 | PPL | Ppl CORP | 股票-公用事業 | 1.14% | -0.13% | +0.40% | |
| 21 | METC | Ramaco Resources Inc-a | 股票-其他 | 1.03% | — | +0.76% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.02% | -0.01% | +29.03% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 1.00% | -0.25% | +14.01% | |
| 24 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.99% | -0.37% | +5.65% | |
| 25 | OKE | Oneok Inc | 股票-能源 | 0.85% | -0.01% | +0.19% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.05% | +0.05% | |
| 27 | SUB | Ishares Short-term National | ETF-其他 | 0.72% | -0.02% | -7.08% | |
| 28 | TGT | Target CORP | 股票-循環性消費 | 0.70% | -0.01% | +2.40% | |
| 29 | DVN | Devon Energy CORP | 股票-能源 | 0.68% | -0.19% | -3.73% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.67% | +0.02% | +3.10% | |
| 31 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.63% | +0.18% | — | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | +0.07% | +0.36% | |
| 33 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.56% | -0.06% | +12.36% | |
| 34 | RSPG | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.54% | -1.18% | — | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.53% | +0.05% | +7.74% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | +0.01% | -0.18% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | +0.02% | +2.11% | |
| 38 | SUZ | Suzano SA - Spon Adr | 股票-其他 | 0.49% | -0.02% | +0.17% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.49% | -0.03% | +0.39% | |
| 40 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.47% | +0.05% | +0.26% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.46% | -0.04% | +1.51% | |
| 42 | NUE | Nucor CORP | 股票-原物料 | 0.44% | +0.06% | +7.06% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | +0.02% | +0.43% | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.39% | -0.01% | +101.48% | |
| 45 | CART | Maplebear Inc | 股票-循環性消費 | 0.38% | +0.02% | +70.15% | |
| 46 | KOF | Coca-cola Femsa Sab-sp Adr | 股票-其他 | 0.37% | -0.02% | — | |
| 47 | SNOW | Snowflake Inc | 股票-科技 | 0.32% | +0.13% | -1.86% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.28% | — | +0.29% | |
| 49 | NU | Nu Holdings Ltd. | 股票-金融 | 0.27% | -0.02% | +1.95% | |
| 50 | PSX | Phillips 66 | 股票-能源 | 0.26% | — | +0.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | +4.2% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +1.1% | +0.56% | 加碼 |
| 3 | RSPG | Invesco S&p 500 Equal Weight | +0.5% | NEW | 新建倉 |
| 4 | KMI | Kinder Morgan, Inc. | +0.4% | +0.42% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.70% | 加碼 |
| 6 | TOST | Toast Inc-class A | +0.2% | -0.76% | 減碼 |
| 7 | TSLA | Tesla Inc | +0.2% | +7.74% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +1.31% | 加碼 |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +29.03% | 加碼 |
| 10 | WMT | Walmart Inc | +0.2% | +14.01% | 加碼 |
| 11 | CART | Maplebear Inc | +0.2% | +70.15% | 加碼 |
| 12 | RDDT | Reddit Inc-cl A | +0.2% | NEW | 新建倉 |
| 13 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 14 | SHOP | Shopify Inc - Class A | +0.1% | +12.36% | 加碼 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建倉 |
| 16 | GRMN | Garmin Ltd. | +0.1% | NEW | 新建倉 |
| 17 | SFM | Sprouts Farmers Market Inc | +0.1% | — | 不變 |
| 18 | SNOW | Snowflake Inc | +0.1% | -1.86% | 減碼 |
| 19 | JPM | Jpmorgan Chase & Co | 0% | +0.43% | 加碼 |
| 20 | NVDA | Nvidia CORP | 0% | +1.26% | 加碼 |
| 21 | OKE | Oneok Inc | 0% | +0.19% | 加碼 |
| 22 | BAC | Bank Of America CORP | 0% | -0.18% | 減碼 |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +3.10% | 加碼 |
| 24 | CASY | Casey's General Stores Inc | 0% | -0.12% | 減碼 |
| 25 | PYPL | Paypal Holdings Inc | 0% | -0.02% | 減碼 |
| 26 | COST | Costco Wholesale CORP | — | +0.05% | 加碼 |
| 27 | CSCO | Cisco Systems Inc | 0% | -7.11% | 減碼 |
| 28 | HPS | John Hancock Prefer Inc Iii | 0% | +1.26% | 加碼 |
| 29 | VZ | Verizon Communications Inc | -0.1% | +1.32% | 加碼 |
| 30 | PSX | Phillips 66 | -0.1% | +0.08% | 加碼 |
| 31 | LLY | Eli Lilly & Co | -0.1% | -9.40% | 減碼 |
| 32 | NU | Nu Holdings Ltd. | -0.1% | +1.95% | 加碼 |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +0.39% | 加碼 |
| 34 | NUE | Nucor CORP | -0.1% | +7.06% | 加碼 |
| 35 | KOF | Coca-cola Femsa Sab-sp Adr | -0.1% | — | 不變 |
| 36 | TGT | Target CORP | -0.1% | +2.40% | 加碼 |
| 37 | SUB | Ishares Short-term National | -0.1% | -7.08% | 減碼 |
| 38 | MPC | Marathon Petroleum CORP | -0.1% | +0.26% | 加碼 |
| 39 | AAPL | Apple Inc | -0.1% | -0.06% | 減碼 |
| 40 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 41 | NEE | Nextera Energy Inc | -0.1% | +1.51% | 加碼 |
| 42 | DVN | Devon Energy CORP | -0.2% | -3.73% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.2% | +0.48% | 加碼 |
| 44 | KHC | Kraft Heinz Co/the | -0.2% | +7.46% | 加碼 |
| 45 | METC | Ramaco Resources Inc-a | -0.3% | +0.76% | 加碼 |
| 46 | CHRD | Chord Energy CORP | -0.6% | +3.54% | 加碼 |
| 47 | SCTXX | Schwab Amt Tax Fr Mny-ultra | -0.9% | EXIT | 清倉 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | +1.16% | 加碼 |
| 49 | DINO | Hf Sinclair CORP | -1.3% | -0.22% | 減碼 |
| 50 | MMM | 3m Co | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Arkfeld Wealth Strategies, L.L.C. 在 Q4 2024 季度的美股持倉總市值約為 US$3.3億，共申報了 93 個公開持股部位。
在 Q4 2024 季度，Arkfeld Wealth Strategies, L.L.C. 按市值排列的前三大核心持股分別為：BRK-B (14.0%)、AMZN (10.0%)、AAPL (7.0%)。其中最大持股部位 BRK-B 佔據整體投資組合約 14.0% 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
TJX
市值: US$913.1萬
本季最大獲利了結 / 清倉標的
MMM
前期市值: US$296.5萬
在 Q4 2024 季度中，Arkfeld Wealth Strategies, L.L.C. 共進行了 48 項持倉異動，包含新建倉 6 個部位、加碼 28 個部位、減碼 11 個部位以及清倉 3 個部位。 其中最大新建倉標的為 TJX。 本季清倉部位包含 MMM。
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。