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: 0002088236
申報總市值
US$1.7億
US$1.7億
111 檔
33.1%
截至 Q3 2024 季度末，Basepoint Wealth LLC 的美股持倉估值約為 US$1.7億，全數申報部位共有 111 檔。
Basepoint Wealth LLC 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 29 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 PHYS, PSLV, BRK-B）占據了總市值的 33.1%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 18.12% | -3.36% | +1.25% | |
| 2 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 13.26% | -4.25% | -0.24% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.89% | +0.03% | -3.11% | |
| 4 | DE | Deere & Co | 股票-工業 | 3.72% | +0.46% | -0.13% | |
| 5 | PEO | Adams Natural Resources Fund | 股票-其他 | 3.68% | -0.35% | -6.14% | |
| 6 | INGR | Ingredion Inc | 股票-非循環性消費 | 2.48% | -0.11% | -3.69% | |
| 7 | MMM | 3m Co | 股票-工業 | 2.33% | — | -2.06% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.23% | +0.29% | +2.80% | |
| 9 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.18% | -0.16% | +0.58% | |
| 10 | GD | General Dynamics CORP | 股票-工業 | 1.77% | -0.02% | +0.15% | |
| 11 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 1.60% | -0.03% | -4.67% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | +0.26% | -3.36% | |
| 13 | SMG | Scotts Miracle-gro Co | 股票-原物料 | 1.26% | -0.10% | -1.76% | |
| 14 | TPR | Tapestry Inc | 股票-循環性消費 | 1.18% | -0.46% | -2.04% | |
| 15 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.14% | — | +79.26% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.06% | +0.04% | -22.73% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.06% | +0.13% | +5.86% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | +0.17% | -11.83% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.00% | +0.10% | -1.60% | |
| 20 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.95% | +0.06% | -1.98% | |
| 21 | RTX | Rtx CORP | 股票-工業 | 0.94% | -0.01% | -0.77% | |
| 22 | COP | Conocophillips | 股票-能源 | 0.89% | -0.13% | -10.41% | |
| 23 | ZM | Zoom Communications Inc | 股票-科技 | 0.85% | +0.23% | +0.37% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.83% | +0.08% | -2.01% | |
| 25 | 0VVB | Paramount Global-class B | 股票-其他 | 0.78% | — | -1.42% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.77% | -0.11% | -1.94% | |
| 27 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.74% | +0.01% | +1.80% | |
| 28 | EMN | Eastman Chemical Co | 股票-原物料 | 0.73% | -0.04% | -2.37% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.72% | +0.03% | -1.24% | |
| 30 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.72% | +0.02% | +11.67% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.67% | +0.01% | +4.86% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | -0.01% | -11.34% | |
| 33 | HN9 | Hanesbrands Inc | 股票-其他 | 0.65% | — | +1.44% | |
| 34 | CMI | Cummins Inc | 股票-工業 | 0.64% | +0.01% | -10.74% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | +0.01% | -0.51% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | +0.04% | +0.32% | |
| 37 | PFG | Principal Financial Group | 股票-金融 | 0.60% | +0.09% | -1.01% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.59% | -0.04% | +0.77% | |
| 39 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 0.58% | — | -8.19% | |
| 40 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.57% | -0.01% | -2.97% | |
| 41 | DVA | Davita Inc | 股票-醫療保健 | 0.56% | +0.03% | -23.70% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.53% | +0.06% | -16.17% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.53% | -0.05% | -1.78% | |
| 44 | CARR | Carrier Global CORP | 股票-工業 | 0.52% | +0.05% | +5.93% | |
| 45 | NTR | Nutrien LTD | 股票-原物料 | 0.51% | -0.03% | -1.91% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.58% | EXIT | |
| 47 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.50% | +0.10% | -8.32% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.49% | +0.02% | — | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.49% | +0.16% | +1.00% | |
| 50 | WTBA | West Bancorporation | 股票-其他 | 0.48% | +0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | +1.1% | +1.25% | 加碼 |
| 2 | MMM | 3m Co | +0.4% | -2.06% | 減碼 |
| 3 | JLL | Jones Lang Lasalle Inc | +0.2% | -4.67% | 減碼 |
| 4 | SMG | Scotts Miracle-gro Co | +0.2% | -1.76% | 減碼 |
| 5 | HN9 | Hanesbrands Inc | +0.2% | +1.44% | 加碼 |
| 6 | INGR | Ingredion Inc | +0.2% | -3.69% | 減碼 |
| 7 | DE | Deere & Co | +0.2% | -0.13% | 減碼 |
| 8 | AAPL | Apple Inc | +0.1% | +2.80% | 加碼 |
| 9 | ABBV | Abbvie Inc | +0.1% | +5.86% | 加碼 |
| 10 | CARR | Carrier Global CORP | +0.1% | +5.93% | 加碼 |
| 11 | RTX | Rtx CORP | +0.1% | -0.77% | 減碼 |
| 12 | AMP | Ameriprise Financial Inc | +0.1% | +11.67% | 加碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.11% | 減碼 |
| 14 | LNT | Alliant Energy CORP | +0.1% | +1.80% | 加碼 |
| 15 | ZM | Zoom Communications Inc | +0.1% | +0.37% | 加碼 |
| 16 | AXP | American Express Co | +0.1% | +4.86% | 加碼 |
| 17 | NEE | Nextera Energy Inc | +0.1% | -1.94% | 減碼 |
| 18 | WMT | Walmart Inc | +0.1% | +0.77% | 加碼 |
| 19 | IVW | Ishares S&p 500 Growth ETF | 0% | +23.86% | 加碼 |
| 20 | EMN | Eastman Chemical Co | 0% | -2.37% | 減碼 |
| 21 | MELI | Mercadolibre Inc | 0% | — | 不變 |
| 22 | TPR | Tapestry Inc | 0% | -2.04% | 減碼 |
| 23 | VZ | Verizon Communications Inc | — | -1.98% | 減碼 |
| 24 | GD | General Dynamics CORP | 0% | +0.15% | 加碼 |
| 25 | FCX | Freeport-mcmoran Inc | -0.1% | -27.01% | 減碼 |
| 26 | PEP | Pepsico Inc | -0.1% | +0.58% | 加碼 |
| 27 | DVA | Davita Inc | -0.1% | -23.70% | 減碼 |
| 28 | SWKS | Skyworks Solutions Inc | -0.1% | -2.97% | 減碼 |
| 29 | MCK | Mckesson CORP | -0.1% | +0.83% | 加碼 |
| 30 | BIIB | Biogen Inc | -0.1% | -13.06% | 減碼 |
| 31 | NVDA | Nvidia CORP | -0.2% | -3.36% | 減碼 |
| 32 | INTC | Intel CORP | -0.3% | -10.93% | 減碼 |
| 33 | PSLV | Sprott Physical Silver Trust | -0.3% | -0.24% | 減碼 |
| 34 | COP | Conocophillips | -0.3% | -10.41% | 減碼 |
| 35 | QCOM | Qualcomm Inc | -0.3% | -16.17% | 減碼 |
| 36 | MSFT | Microsoft CORP | -0.3% | -11.83% | 減碼 |
| 37 | GS | Goldman Sachs Group Inc | -0.3% | -22.73% | 減碼 |
| 38 | PEO | Adams Natural Resources Fund | -0.6% | -6.14% | 減碼 |
| 39 | HD | Home Depot Inc | — | NEW | 新建倉 |
| 40 | RRC | Range Resources CORP | — | EXIT | 清倉 |
| 41 | UNH | Unitedhealth Group Inc | — | NEW | 新建倉 |
| 42 | 6D8 | Dupont De Nemours Inc | — | EXIT | 清倉 |
| 43 | RDVY | First Trust Rising Dividend | — | EXIT | 清倉 |
| 44 | CXT | Crane Nxt Co | — | EXIT | 清倉 |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新建倉 |
| 46 | BTU | Peabody Energy CORP | — | EXIT | 清倉 |
| 47 | USB | US Bancorp | — | NEW | 新建倉 |
| 48 | KO | Coca-cola Co/the | — | NEW | 新建倉 |
| 49 | FISV | Fiserv Inc | — | NEW | 新建倉 |
| 50 | EMR | Emerson Electric Co | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Basepoint Wealth LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.7億，共申報了 111 個公開持股部位。
在 Q3 2024 季度，Basepoint Wealth LLC 按市值排列的前三大核心持股分別為：PHYS (18.1%)、PSLV (13.3%)、BRK-B (3.9%)。其中最大持股部位 PHYS 佔據整體投資組合約 18.1% 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
HD
市值: US$66.3萬
本季最大獲利了結 / 清倉標的
RRC
前期市值: US$27.1萬
在 Q3 2024 季度中，Basepoint Wealth LLC 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 14 個部位、減碼 23 個部位以及清倉 6 個部位。 其中最大新建倉標的為 HD。 本季清倉部位包含 RRC。
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。