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: 0001455258
申報總市值
US$33.1億
US$33.1億
312 檔
17.4%
Calamos Wealth Management LLC 在 Q3 2024 季度的美股部位總計估值為 US$33.1億，分散於 312 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2024 數據顯示 Calamos Wealth Management LLC 積極進場，新開立 34 個部位並同步加碼 84 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 IVV, AAPL, IVW）累計市值佔比達 17.4%，是驅動 Calamos Wealth Management LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
NXPI
市值: US$1034.4萬
本季最大獲利了結 / 清倉標的
MRVL
前期市值: US$933.5萬
僅顯示前 200 大持股（共 312 檔）
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.55% | -0.06% | -1.91% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.22% | -0.07% | -9.47% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.05% | +0.38% | +2.50% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.87% | -0.48% | +7.50% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 4.83% | -0.17% | +0.91% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.40% | -0.08% | -4.57% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.99% | -0.44% | -0.73% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.81% | -0.26% | +2.14% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.71% | +0.14% | +0.57% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.47% | +0.07% | +3.98% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.37% | -0.04% | +2.10% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.93% | — | +7.22% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.62% | -0.18% | -2.74% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.36% | -0.23% | +854.86% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.31% | -0.05% | +0.83% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.27% | +0.14% | -11.98% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.20% | +0.41% | -8.75% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | -0.03% | +0.28% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.05% | -0.19% | -13.04% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 1.00% | -0.46% | -8.77% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.04% | +6.02% | |
| 22 | LIN | Linde plc | 股票-原物料 | 0.86% | -0.06% | +0.18% | |
| 23 | MARA | Mara Holdings Inc | 股票-金融 | 0.83% | — | — | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.81% | -0.01% | +14.80% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.77% | -0.04% | +4.99% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | -0.08% | +695.98% | |
| 27 | AXP | American Express Co | 股票-金融 | 0.74% | -0.02% | -0.18% | |
| 28 | SO | Southern Co/the | 股票-公用事業 | 0.71% | -0.11% | -18.72% | |
| 29 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.70% | +0.02% | +34.48% | |
| 30 | UBER | Uber Technologies Inc | 股票-工業 | 0.70% | -0.06% | -13.28% | |
| 31 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.70% | -0.01% | EXIT | |
| 32 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.69% | -0.02% | +0.29% | |
| 33 | PLD | Prologis Inc | 股票-房地產 | 0.68% | -0.08% | +0.64% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | -0.06% | -19.07% | |
| 35 | CSX | Csx CORP | 股票-工業 | 0.67% | — | +0.36% | |
| 36 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.66% | -0.03% | +18.38% | |
| 37 | ENPH | Enphase Energy Inc | 股票-科技 | 0.65% | — | -13.85% | |
| 38 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.65% | -0.01% | +0.15% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.64% | -0.04% | +19.30% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.64% | -0.28% | +0.41% | |
| 41 | WM | Waste Management Inc | 股票-工業 | 0.63% | -0.10% | +0.48% | |
| 42 | HES | Hess CORP | 股票-其他 | 0.60% | — | +111.18% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.59% | -0.06% | +2.30% | |
| 44 | CZR | Caesars Entertainment Inc | 股票-循環性消費 | 0.56% | — | +0.78% | |
| 45 | NOW | Servicenow Inc | 股票-科技 | 0.54% | +0.13% | -33.44% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.54% | — | +0.85% | |
| 47 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.53% | -0.01% | EXIT | |
| 48 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.53% | — | -16.58% | |
| 49 | ADI | Analog Devices Inc | 股票-科技 | 0.52% | — | -21.93% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | — | +714.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.7% | +695.98% | 加碼 |
| 2 | NXPI | NXP Semiconductors N.V. | +0.5% | NEW | 新建倉 |
| 3 | BAC | Bank Of America CORP | +0.5% | +714.45% | 加碼 |
| 4 | SNOW | Snowflake Inc | +0.4% | NEW | 新建倉 |
| 5 | DASH | Doordash Inc - A | +0.3% | +34.48% | 加碼 |
| 6 | HES | Hess CORP | +0.3% | +111.18% | 加碼 |
| 7 | IVE | Ishares S&p 500 Value ETF | +0.3% | +0.91% | 加碼 |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +3.98% | 加碼 |
| 9 | CPST | Calamos S&p 500 Alt Sept | +0.2% | NEW | 新建倉 |
| 10 | VGLT | Vanguard Long-term Treasury | +0.2% | +7.22% | 加碼 |
| 11 | SHW | Sherwin-williams Co/the | +0.2% | +4.99% | 加碼 |
| 12 | CPSA | Calamos Sp500 Strct Alt-aug | +0.2% | NEW | 新建倉 |
| 13 | HD | Home Depot Inc | +0.2% | +0.83% | 加碼 |
| 14 | ORCL | Oracle CORP | +0.2% | +6.02% | 加碼 |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +2.10% | 加碼 |
| 16 | BSX | Boston Scientific CORP | +0.1% | +18.38% | 加碼 |
| 17 | EFA | Ishares Msci Eafe ETF | +0.1% | +19.30% | 加碼 |
| 18 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +2.50% | 加碼 |
| 19 | LYG | Lloyds Banking Group Plc-adr | +0.1% | NEW | 新建倉 |
| 20 | TMUS | T-mobile US Inc | +0.1% | +0.29% | 加碼 |
| 21 | BABA | Alibaba Group Holding-sp Adr | +0.1% | NEW | 新建倉 |
| 22 | INFY | Infosys Ltd-sp Adr | +0.1% | NEW | 新建倉 |
| 23 | UL | Unilever PLC | +0.1% | NEW | 新建倉 |
| 24 | NU | Nu Holdings Ltd. | +0.1% | NEW | 新建倉 |
| 25 | AXP | American Express Co | +0.1% | -0.18% | 減碼 |
| 26 | MELI | Mercadolibre Inc | +0.1% | +218.73% | 加碼 |
| 27 | IWV | Ishares Russell 3000 ETF | +0.1% | +0.57% | 加碼 |
| 28 | SPGI | S&p Global Inc | +0.1% | +0.41% | 加碼 |
| 29 | TSLA | Tesla Inc | +0.1% | +4.08% | 加碼 |
| 30 | CL | Colgate-palmolive Co | +0.1% | +335.55% | 加碼 |
| 31 | LMT | Lockheed Martin CORP | +0.1% | +225.59% | 加碼 |
| 32 | ZTS | Zoetis Inc | +0.1% | +0.79% | 加碼 |
| 33 | CB | Chubb Limited | +0.1% | +2.30% | 加碼 |
| 34 | CPRJ | Calamos Russ 2000 Str Al-jul | +0.1% | NEW | 新建倉 |
| 35 | FTI | TechnipFMC plc | +0.1% | +122.46% | 加碼 |
| 36 | SPOT | Spotify Technology S.A. | +0.1% | +28.51% | 加碼 |
| 37 | PLD | Prologis Inc | +0.1% | +0.64% | 加碼 |
| 38 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.15% | 加碼 |
| 39 | NEE | Nextera Energy Inc | +0.1% | +3.16% | 加碼 |
| 40 | PTON | Peloton Interactive Inc-a | +0.1% | — | 不變 |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | NEW | 新建倉 |
| 42 | SHOP | Shopify Inc - Class A | +0.1% | NEW | 新建倉 |
| 43 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | +0.1% | NEW | 新建倉 |
| 44 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +98.15% | 加碼 |
| 45 | LIN | Linde plc | 0% | +0.18% | 加碼 |
| 46 | DE | Deere & Co | 0% | +1.75% | 加碼 |
| 47 | IQV | Iqvia Holdings Inc | 0% | +2.04% | 加碼 |
| 48 | COST | Costco Wholesale CORP | 0% | +13.72% | 加碼 |
| 49 | CPSJ | Calamos S&p 500 Sap ETF July | 0% | NEW | 新建倉 |
| 50 | NVS | Novartis Ag-sponsored Adr | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Calamos Wealth Management LLC 在 Q3 2024 季度的美股持倉總市值約為 US$33.1億，共申報了 312 個公開持股部位。
在 Q3 2024 季度，Calamos Wealth Management LLC 按市值排列的前三大核心持股分別為：IVV (7.5%)、AAPL (7.2%)、IVW (5.0%)。其中最大持股部位 IVV 佔據整體投資組合約 7.5% 的權重。
在 Q3 2024 季度中，Calamos Wealth Management LLC 共進行了 191 項持倉異動，包含新建倉 34 個部位、加碼 84 個部位、減碼 47 個部位以及清倉 26 個部位。 其中最大新建倉標的為 NXPI。 本季清倉部位包含 MRVL。
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。