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: 0001839735
申報總市值
US$7097.0萬
US$7097.0萬
71 檔
23.9%
在 Q4 2024 的 13F 官方備案中，Blossom Wealth Management 管理的美股投資組合規模來到 US$7097.0萬，整體持股檔數為 71 檔。
Blossom Wealth Management 於 Q4 2024 展現出進攻型調倉步調，本季推動了 7 檔股票的新建倉與 35 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，Blossom Wealth Management 的前 5 大核心持股（包含 NVDA, AAPL, SCHF 等）合計佔整體申報市值的 23.9%，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 | NVDA | Nvidia CORP | 股票-科技 | 16.09% | +0.83% | +0.67% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.10% | +0.34% | +3.41% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.78% | +0.38% | +110.76% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.66% | -0.10% | +3.34% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.97% | +0.25% | +158.60% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.87% | -0.37% | +121.54% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.82% | — | +2.89% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.45% | +0.53% | +99.29% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 2.16% | -0.24% | +4.18% | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 2.14% | -0.46% | +0.89% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.13% | +0.13% | +4.15% | |
| 12 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.09% | -0.40% | -11.25% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.06% | +0.21% | +1.79% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.79% | +0.09% | -10.81% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.77% | +0.10% | +3.63% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.67% | +0.10% | +16.98% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.66% | +0.01% | +3.54% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.48% | -0.14% | +60.56% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.47% | +0.07% | +1.78% | |
| 20 | DFSD | Dimensional Short Duration | ETF-其他 | 1.32% | -0.11% | +8.53% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.29% | -0.10% | +7.66% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.29% | -0.39% | +1.72% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 1.25% | -0.16% | +4.64% | |
| 24 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.22% | +0.05% | +4.61% | |
| 25 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.20% | -0.08% | +2.80% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | +0.17% | +6.67% | |
| 27 | WTRG | Essential Utilities Inc | 股票-公用事業 | 1.11% | -0.12% | +7.24% | |
| 28 | LHX | L3harris Technologies Inc | 股票-工業 | 1.08% | -0.26% | +5.04% | |
| 29 | RPM | Rpm International Inc | 股票-原物料 | 1.03% | +0.02% | +2.36% | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.00% | +0.19% | +6.13% | |
| 31 | ECL | Ecolab Inc | 股票-原物料 | 0.98% | -0.02% | +4.06% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.92% | +0.06% | +4.62% | |
| 33 | AMT | American Tower CORP | 股票-房地產 | 0.92% | -0.09% | +11.28% | |
| 34 | FAF | First American Financial | 股票-金融 | 0.89% | +0.03% | +4.08% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.88% | +0.04% | +4.42% | |
| 36 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.87% | -0.10% | +4.03% | |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.86% | -0.03% | — | |
| 38 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.82% | -0.06% | +3.07% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.82% | -0.09% | +45.71% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.82% | +0.03% | +3.06% | |
| 41 | ADI | Analog Devices Inc | 股票-科技 | 0.80% | +0.12% | +3.72% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.78% | +0.17% | +3.72% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.76% | -0.11% | — | |
| 44 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.69% | -0.03% | +4.62% | |
| 45 | PFE | Pfizer Inc | 股票-醫療保健 | 0.66% | — | +5.54% | |
| 46 | FNV | Franco-nevada CORP | 股票-原物料 | 0.65% | -0.17% | +3.93% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | -0.05% | +6.43% | |
| 48 | XYL | Xylem Inc | 股票-工業 | 0.64% | -0.01% | +3.86% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.64% | — | +5.48% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | — | +5.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +0.67% | 加碼 |
| 2 | BSCR | Invesco Bulletshares 2027 Cb | +0.9% | NEW | 新建倉 |
| 3 | ZTS | Zoetis Inc | +0.6% | NEW | 新建倉 |
| 4 | TSLA | Tesla Inc | +0.5% | NEW | 新建倉 |
| 5 | VGIT | Vanguard Intermediate-term T | +0.5% | +60.56% | 加碼 |
| 6 | APH | Amphenol Corp-cl A | +0.4% | NEW | 新建倉 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | NEW | 新建倉 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | NEW | 新建倉 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | NEW | 新建倉 |
| 10 | NFLX | Netflix Inc | +0.4% | +0.89% | 加碼 |
| 11 | AAPL | Apple Inc | +0.4% | +3.41% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.3% | +4.15% | 加碼 |
| 13 | V | Visa Inc-class A Shares | +0.2% | +3.63% | 加碼 |
| 14 | VO | Vanguard Mid-cap ETF | +0.2% | +16.98% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.67% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | +4.64% | 加碼 |
| 17 | BAC | Bank Of America CORP | +0.1% | +1.78% | 加碼 |
| 18 | COST | Costco Wholesale CORP | +0.1% | +7.66% | 加碼 |
| 19 | CRM | Salesforce Inc | +0.1% | +0.73% | 加碼 |
| 20 | NOW | Servicenow Inc | +0.1% | — | 不變 |
| 21 | ADP | Automatic Data Processing | 0% | +3.06% | 加碼 |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +121.54% | 加碼 |
| 23 | DFSD | Dimensional Short Duration | 0% | +8.53% | 加碼 |
| 24 | TROW | T Rowe Price Group Inc | 0% | +5.09% | 加碼 |
| 25 | TJX | Tjx Companies Inc | 0% | +3.07% | 加碼 |
| 26 | RPM | Rpm International Inc | — | +2.36% | 加碼 |
| 27 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | +2.89% | 加碼 |
| 28 | DUK | Duke Energy CORP | -0.1% | — | 不變 |
| 29 | ADI | Analog Devices Inc | -0.1% | +3.72% | 加碼 |
| 30 | MCD | Mcdonald's CORP | -0.1% | — | 不變 |
| 31 | AWK | American Water Works Co Inc | -0.1% | +1.43% | 加碼 |
| 32 | KO | Coca-cola Co/the | -0.1% | +5.83% | 加碼 |
| 33 | QCOM | Qualcomm Inc | -0.1% | +3.72% | 加碼 |
| 34 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +4.62% | 加碼 |
| 35 | ECL | Ecolab Inc | -0.1% | +4.06% | 加碼 |
| 36 | GIS | General Mills Inc | -0.1% | — | 不變 |
| 37 | XYL | Xylem Inc | -0.1% | +3.86% | 加碼 |
| 38 | AMGN | Amgen Inc | -0.1% | +3.51% | 加碼 |
| 39 | MSFT | Microsoft CORP | -0.1% | +3.34% | 加碼 |
| 40 | NEE | Nextera Energy Inc | -0.1% | +0.34% | 加碼 |
| 41 | LHX | L3harris Technologies Inc | -0.1% | +5.04% | 加碼 |
| 42 | XOM | Exxon Mobil CORP | -0.2% | +1.72% | 加碼 |
| 43 | AMT | American Tower CORP | -0.2% | +11.28% | 加碼 |
| 44 | IBM | Intl Business Machines CORP | -0.3% | -10.81% | 減碼 |
| 45 | SCHO | Schwab Short-term US Treas | -0.4% | +45.71% | 加碼 |
| 46 | IAU | Ishares Gold Trust | -0.4% | -11.25% | 減碼 |
| 47 | SCHF | Schwab Intl Equity ETF | -0.4% | +110.76% | 加碼 |
| 48 | SCHB | Schwab US Broad Market ETF | -0.6% | +158.60% | 加碼 |
| 49 | CVX | Chevron CORP | -0.7% | EXIT | 清倉 |
| 50 | BSCO | Invesco Bulletshares 2024 Cb | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Blossom Wealth Management 在 Q4 2024 季度的美股持倉總市值約為 US$7097.0萬，共申報了 71 個公開持股部位。
在 Q4 2024 季度，Blossom Wealth Management 按市值排列的前三大核心持股分別為：NVDA (16.1%)、AAPL (6.1%)、SCHF (3.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 16.1% 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
BSCR
市值: US$44.5萬
本季最大獲利了結 / 清倉標的
BSCO
前期市值: US$67.5萬
在 Q4 2024 季度中，Blossom Wealth Management 共進行了 46 項持倉異動，包含新建倉 7 個部位、加碼 35 個部位、減碼 2 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BSCR。 本季清倉部位包含 BSCO。
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。