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: 0001886707
申報總市值
US$12.8億
US$12.8億
172 檔
17.6%
在 Q3 2024 申報期間，ARS Wealth Advisors Group, LLC（CIK: 0001886707）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$12.8億，共持有 172 個公開申報部位。
在 Q3 2024 期間，ARS Wealth Advisors Group, LLC 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 5 檔新建倉標的之中。
在資產配置集中度方面，ARS Wealth Advisors Group, LLC 的前 5 大核心持股（包含 SPTM, USMV, AAPL 等）合計佔整體申報市值的 17.6%，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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 8.59% | +0.35% | -0.77% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.84% | -0.21% | +0.15% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.13% | +0.25% | +0.84% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.27% | -0.09% | -0.92% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.78% | +0.32% | +885.22% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.64% | +0.09% | -1.10% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.49% | +0.18% | -1.34% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.23% | +0.83% | -1.40% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.08% | +0.06% | -1.94% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.91% | -3.14% | EXIT | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.66% | +0.26% | -0.30% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.62% | -0.05% | +3.15% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.54% | -0.06% | -0.46% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.30% | -0.13% | +1.08% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.23% | — | +0.95% | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.14% | -0.38% | +3.10% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 2.13% | -0.58% | +5.04% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.13% | -0.13% | +1.86% | |
| 19 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.08% | -0.45% | -0.52% | |
| 20 | HON | Honeywell International Inc | 股票-工業 | 1.98% | -1.74% | EXIT | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.97% | — | +1.91% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事業 | 1.96% | -0.18% | +2.23% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.83% | -0.06% | +0.07% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 1.65% | -0.25% | -1.11% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.54% | +0.04% | -1.08% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.14% | +0.08% | -1.11% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 1.09% | -0.16% | -0.41% | |
| 28 | SO | Southern Co/the | 股票-公用事業 | 1.07% | -0.05% | +1.58% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.36% | +0.20% | |
| 30 | MO | Altria Group Inc | 股票-非循環性消費 | 0.85% | +0.01% | -0.38% | |
| 31 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.81% | -0.10% | +0.10% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | +0.01% | +1.84% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.79% | +0.07% | +0.32% | |
| 34 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.78% | -0.14% | -39.51% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.75% | +0.05% | -1.30% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.71% | +0.01% | -3.49% | |
| 37 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.63% | -0.02% | -1.86% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工業 | 0.59% | +0.05% | +2.64% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | +0.16% | -2.98% | |
| 40 | PMAY | Innovator U.s. Equity Power | ETF-其他 | 0.47% | -0.02% | -2.42% | |
| 41 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.42% | +0.50% | +0.02% | |
| 42 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-其他 | 0.40% | -0.01% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.40% | +0.07% | -5.24% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.39% | -0.04% | -2.17% | |
| 45 | GD | General Dynamics CORP | 股票-工業 | 0.36% | -0.01% | -2.71% | |
| 46 | BLKCHF | Blackrock Inc | 股票-其他 | 0.32% | — | -0.80% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.32% | -0.01% | -3.01% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.28% | +0.12% | +8.56% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.28% | -0.03% | -1.13% | |
| 50 | GAPR | Ft Vest US Equity Moderate B | ETF-其他 | 0.27% | -0.01% | -0.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SEPU | Allianzim US Bf15 Uncap Sep | +0.4% | NEW | 新建倉 |
| 2 | AAPL | Apple Inc | +0.3% | +0.84% | 加碼 |
| 3 | DUK | Duke Energy CORP | +0.2% | +2.23% | 加碼 |
| 4 | UNH | Unitedhealth Group Inc | +0.2% | +1.91% | 加碼 |
| 5 | IBM | Intl Business Machines CORP | +0.2% | -1.11% | 減碼 |
| 6 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +0.15% | 加碼 |
| 7 | VBR | Vanguard Small-cap Value ETF | +0.2% | +3.15% | 加碼 |
| 8 | WMT | Walmart Inc | +0.2% | -1.11% | 減碼 |
| 9 | LMT | Lockheed Martin CORP | +0.2% | -0.41% | 減碼 |
| 10 | HD | Home Depot Inc | +0.2% | -1.08% | 減碼 |
| 11 | PAUG | Innovator U.s. Equity Power | +0.2% | NEW | 新建倉 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +1.08% | 加碼 |
| 13 | GLD | Spdr Gold Shares | +0.1% | -0.52% | 減碼 |
| 14 | VZ | Verizon Communications Inc | +0.1% | +3.10% | 加碼 |
| 15 | MA | Mastercard Inc - A | +0.1% | +0.07% | 加碼 |
| 16 | SO | Southern Co/the | +0.1% | +1.58% | 加碼 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.84% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.20% | 加碼 |
| 19 | MO | Altria Group Inc | +0.1% | -0.38% | 減碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | +8.56% | 加碼 |
| 21 | KMI | Kinder Morgan, Inc. | 0% | +0.10% | 加碼 |
| 22 | RTX | Rtx CORP | 0% | -2.17% | 減碼 |
| 23 | BLKCHF | Blackrock Inc | 0% | -0.80% | 減碼 |
| 24 | NEE | Nextera Energy Inc | 0% | +32.09% | 加碼 |
| 25 | AGG | Ishares Core U.s. Aggregate | 0% | NEW | 新建倉 |
| 26 | OKE | Oneok Inc | 0% | NEW | 新建倉 |
| 27 | VYM | Vanguard High Dvd Yield ETF | 0% | NEW | 新建倉 |
| 28 | T | At&t Inc | 0% | +54.57% | 加碼 |
| 29 | GS | Goldman Sachs Group Inc | 0% | -1.30% | 減碼 |
| 30 | AVGO | Broadcom Inc | 0% | +885.22% | 加碼 |
| 31 | META | Meta Platforms Inc-class A | 0% | -3.01% | 減碼 |
| 32 | MCD | Mcdonald's CORP | 0% | -5.63% | 減碼 |
| 33 | PEP | Pepsico Inc | 0% | +1.86% | 加碼 |
| 34 | PG | Procter & Gamble Co/the | 0% | -0.46% | 減碼 |
| 35 | KIM | Kimco Realty CORP | 0% | EXIT | 清倉 |
| 36 | OMEX | Odyssey Marine Exploration | 0% | -48.93% | 減碼 |
| 37 | ADBE | Adobe Inc | 0% | EXIT | 清倉 |
| 38 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -1.10% | 減碼 |
| 39 | NVDA | Nvidia CORP | -0.1% | -2.98% | 減碼 |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -0.77% | 減碼 |
| 41 | XOM | Exxon Mobil CORP | -0.1% | +1.17% | 加碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.24% | 減碼 |
| 43 | JPM | Jpmorgan Chase & Co | -0.1% | -1.94% | 減碼 |
| 44 | HON | Honeywell International Inc | -0.2% | +1.03% | 加碼 |
| 45 | XLK | Ss Technology Select Sector | -0.2% | -1.40% | 減碼 |
| 46 | MRK | Merck & Co. Inc. | -0.3% | +0.95% | 加碼 |
| 47 | AMZN | Amazon.com Inc | -0.4% | -1.34% | 減碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.4% | -0.30% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.5% | -0.92% | 減碼 |
| 50 | SLV | Ishares Silver Trust | -0.5% | -39.51% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，ARS Wealth Advisors Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$12.8億，共申報了 172 個公開持股部位。
在 Q3 2024 季度，ARS Wealth Advisors Group, LLC 按市值排列的前三大核心持股分別為：SPTM (8.6%)、USMV (5.8%)、AAPL (5.1%)。其中最大持股部位 SPTM 佔據整體投資組合約 8.6% 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
SEPU
市值: US$327.3萬
本季最大獲利了結 / 清倉標的
KIM
前期市值: US$24.2萬
在 Q3 2024 季度中，ARS Wealth Advisors Group, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 20 個部位、減碼 23 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SEPU。 本季清倉部位包含 KIM。
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。