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: 0001821549
申報總市值
US$4.1億
US$4.1億
93 檔
21.0%
截至 Q3 2024 季度末，Bnc Wealth Management, LLC 的美股持倉估值約為 US$4.1億，全數申報部位共有 93 檔。
在 Q3 2024，Bnc Wealth Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 11 個新部位，並對 21 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
整體而言，Bnc Wealth Management, LLC 的前 5 大持股（包含 NVDA, AAPL, AMZN）貢獻了組合市值的 21.0%，形成該機構在 Q3 2024 季度的基本面基石。
本季最大新建倉標的
VRTX
市值: US$621.2萬
本季最大獲利了結 / 清倉標的
OMFL
前期市值: US$914.4萬
| # | 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 | 8.40% | -0.01% | -0.14% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.77% | -0.08% | +0.33% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.20% | +0.87% | +16.35% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.69% | -0.41% | +2.39% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.01% | +0.37% | +3.54% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 3.87% | -0.02% | +1.17% | |
| 7 | ANETEUR | Arista Networks Inc | 股票-其他 | 3.08% | — | +4.13% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.02% | -0.24% | +3.93% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 2.72% | +1.40% | +4.83% | |
| 10 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 2.29% | — | — | |
| 11 | TDG | Transdigm Group Inc | 股票-工業 | 2.18% | — | +4.94% | |
| 12 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.17% | +0.30% | +5.84% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 2.13% | +1.59% | +4.04% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.10% | -0.27% | +1.93% | |
| 15 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.02% | -0.19% | -1.84% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.91% | — | +5.40% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.85% | +0.97% | NEW | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.08% | +2.21% | |
| 19 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.74% | — | +5.04% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.53% | — | +0.31% | |
| 21 | AXON | Axon Enterprise Inc | 股票-工業 | 1.53% | — | +110.83% | |
| 22 | AMGN | Amgen Inc | 股票-醫療保健 | 1.51% | -1.29% | EXIT | |
| 23 | SPGI | S&p Global Inc | 股票-金融 | 1.48% | — | — | |
| 24 | CAT | Caterpillar Inc | 股票-工業 | 1.44% | +0.76% | +7.57% | |
| 25 | AXP | American Express Co | 股票-金融 | 1.42% | -0.01% | +4.43% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.40% | — | +3.88% | |
| 27 | WMB | Williams Cos Inc | 股票-能源 | 1.16% | — | — | |
| 28 | LDOS | Leidos Holdings Inc | 股票-科技 | 1.13% | — | — | |
| 29 | GWW | Ww Grainger Inc | 股票-工業 | 1.13% | — | +11.73% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.05% | +0.01% | +452.59% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.04% | -0.51% | — | |
| 32 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.03% | -0.01% | -8.26% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.93% | +0.05% | NEW | |
| 34 | IR | Ingersoll-rand Inc | 股票-工業 | 0.89% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.87% | — | -34.02% | |
| 36 | NFLX | Netflix Inc | 股票-通訊服務 | 0.76% | -0.20% | +15.53% | |
| 37 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.76% | — | — | |
| 38 | EMR | Emerson Electric Co | 股票-工業 | 0.75% | — | — | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | -0.06% | +2.56% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | — | — | |
| 41 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.67% | — | -0.03% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.01% | -0.78% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.60% | — | -0.94% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | +0.05% | -8.03% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | -0.02% | -0.05% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.51% | -0.03% | -6.29% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.01% | -5.69% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.48% | — | -7.88% | |
| 49 | PH | Parker Hannifin CORP | 股票-工業 | 0.44% | -0.02% | — | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.43% | — | -2.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VRTX | Vertex Pharmaceuticals Inc | +2.3% | NEW | 新建倉 |
| 2 | AMGN | Amgen Inc | +1.5% | NEW | 新建倉 |
| 3 | SPGI | S&p Global Inc | +1.5% | NEW | 新建倉 |
| 4 | WMB | Williams Cos Inc | +1.2% | NEW | 新建倉 |
| 5 | LDOS | Leidos Holdings Inc | +1.1% | NEW | 新建倉 |
| 6 | PLTR | Palantir Technologies Inc-a | +1% | NEW | 新建倉 |
| 7 | AXON | Axon Enterprise Inc | +1% | +110.83% | 加碼 |
| 8 | TSLA | Tesla Inc | +1% | +1.17% | 加碼 |
| 9 | IR | Ingersoll-rand Inc | +0.9% | NEW | 新建倉 |
| 10 | SCHA | Schwab US Small-cap ETF | +0.9% | +452.59% | 加碼 |
| 11 | CL | Colgate-palmolive Co | +0.8% | NEW | 新建倉 |
| 12 | EMR | Emerson Electric Co | +0.8% | NEW | 新建倉 |
| 13 | AAPL | Apple Inc | +0.7% | +0.33% | 加碼 |
| 14 | IWM | Ishares Russell 2000 ETF | +0.7% | NEW | 新建倉 |
| 15 | AMZN | Amazon.com Inc | +0.6% | +16.35% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.4% | +3.93% | 加碼 |
| 17 | ANETEUR | Arista Networks Inc | +0.4% | +4.13% | 加碼 |
| 18 | ORCL | Oracle CORP | +0.3% | +2.86% | 加碼 |
| 19 | TDG | Transdigm Group Inc | +0.3% | +4.94% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.3% | +7.57% | 加碼 |
| 21 | ISRG | Intuitive Surgical Inc | +0.3% | +5.40% | 加碼 |
| 22 | AXP | American Express Co | +0.3% | +4.43% | 加碼 |
| 23 | GWW | Ww Grainger Inc | +0.2% | +11.73% | 加碼 |
| 24 | ZS | Zscaler Inc | +0.2% | NEW | 新建倉 |
| 25 | PYPL | Paypal Holdings Inc | +0.2% | -0.03% | 減碼 |
| 26 | AMD | Advanced Micro Devices | +0.1% | +4.83% | 加碼 |
| 27 | GRMN | Garmin Ltd. | +0.1% | +3.88% | 加碼 |
| 28 | NFLX | Netflix Inc | +0.1% | +15.53% | 加碼 |
| 29 | HD | Home Depot Inc | +0.1% | +2.56% | 加碼 |
| 30 | SBUX | Starbucks CORP | +0.1% | -8.26% | 減碼 |
| 31 | COST | Costco Wholesale CORP | +0.1% | +1.93% | 加碼 |
| 32 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.2% | EXIT | 清倉 |
| 33 | CDNS | Cadence Design Sys Inc | -0.2% | +5.84% | 加碼 |
| 34 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | +11.13% | 加碼 |
| 35 | NVDA | Nvidia CORP | -0.2% | -0.14% | 減碼 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.3% | +3.54% | 加碼 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -34.02% | 減碼 |
| 38 | CMG | Chipotle Mexican Grill Inc | -0.5% | EXIT | 清倉 |
| 39 | EOG | Eog Resources Inc | -0.6% | EXIT | 清倉 |
| 40 | COP | Conocophillips | -0.7% | -86.56% | 減碼 |
| 41 | ODFL | Old Dominion Freight Line | -0.8% | EXIT | 清倉 |
| 42 | FANG | Diamondback Energy Inc | -1% | EXIT | 清倉 |
| 43 | DECK | Deckers Outdoor CORP | -1% | EXIT | 清倉 |
| 44 | NOW | Servicenow Inc | -1.3% | EXIT | 清倉 |
| 45 | SMCIUSD | Super Micro Computer Inc | -1.4% | EXIT | 清倉 |
| 46 | MPC | Marathon Petroleum CORP | -1.6% | EXIT | 清倉 |
| 47 | PSX | Phillips 66 | -1.6% | -94.86% | 減碼 |
| 48 | CRM | Salesforce Inc | -1.7% | EXIT | 清倉 |
| 49 | XLK | Ss Technology Select Sector | -1.9% | -90.86% | 減碼 |
| 50 | OMFL | Invesco Russell 1000 Dyn M/f | -3.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Bnc Wealth Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$4.1億，共申報了 93 個公開持股部位。
在 Q3 2024 季度，Bnc Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (8.4%)、AAPL (7.8%)、AMZN (6.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.4% 的權重。
在 Q3 2024 季度中，Bnc Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 21 個部位、減碼 7 個部位以及清倉 11 個部位。 其中最大新建倉標的為 VRTX。 本季清倉部位包含 OMFL。
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。
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。
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。