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
325 檔
18.2%
截至 Q4 2024 季度末，Calamos Wealth Management LLC 的美股持倉估值約為 US$33.1億，全數申報部位共有 325 檔。
觀察 Q4 2024 的申報異動，Calamos Wealth Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 122 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, IVV, IVW）占據了總市值的 18.2%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 325 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 | AAPL | Apple Inc | 股票-科技 | 7.66% | -0.07% | +1.34% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.39% | -0.06% | -1.44% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.31% | +0.38% | +1.80% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.02% | -0.08% | +5.97% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.73% | -0.48% | +1.74% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 4.57% | -0.17% | +0.45% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.34% | -0.44% | +0.57% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.26% | -0.26% | +1.22% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.80% | +0.14% | +3.96% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.46% | +0.07% | +3.76% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.24% | -0.04% | +6.38% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.91% | -0.23% | +7.28% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.68% | -0.18% | +3.70% | |
| 14 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.65% | — | -2.38% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | -0.03% | +0.56% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.22% | -0.05% | -0.52% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.21% | -0.46% | -1.13% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.15% | -0.19% | +0.31% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.09% | +0.14% | +1.14% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.02% | +0.41% | +0.39% | |
| 21 | SO | Southern Co/the | 股票-公用事業 | 0.90% | -0.11% | +41.75% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.82% | -0.04% | -0.62% | |
| 23 | AXP | American Express Co | 股票-金融 | 0.79% | -0.02% | +0.50% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | — | +42.16% | |
| 25 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.75% | +0.23% | +131.77% | |
| 26 | LIN | Linde plc | 股票-原物料 | 0.73% | -0.06% | +0.31% | |
| 27 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.73% | -0.04% | +9.86% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | -0.11% | +137.39% | |
| 29 | DHR | Danaher CORP | 股票-醫療保健 | 0.70% | -0.07% | +1646.20% | |
| 30 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.69% | -0.03% | +0.56% | |
| 31 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.68% | -0.01% | EXIT | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | -0.04% | +15.03% | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 0.67% | -0.02% | +20.53% | |
| 34 | UBER | Uber Technologies Inc | 股票-工業 | 0.65% | -0.06% | +18.76% | |
| 35 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.65% | +0.02% | -19.68% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | -0.06% | +0.05% | |
| 37 | NOW | Servicenow Inc | 股票-科技 | 0.63% | +0.13% | +0.72% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.61% | +0.04% | +18.26% | |
| 39 | DE | Deere & Co | 股票-工業 | 0.60% | -0.02% | +26.47% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.60% | -0.28% | +0.22% | |
| 41 | WM | Waste Management Inc | 股票-工業 | 0.60% | -0.10% | +0.09% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.59% | -0.04% | +4.27% | |
| 43 | ADI | Analog Devices Inc | 股票-科技 | 0.59% | — | +25.52% | |
| 44 | HES | Hess CORP | 股票-其他 | 0.57% | — | +0.91% | |
| 45 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.56% | -0.02% | -22.09% | |
| 46 | SNOW | Snowflake Inc | 股票-科技 | 0.56% | +0.10% | +2.02% | |
| 47 | PLD | Prologis Inc | 股票-房地產 | 0.56% | -0.08% | +0.09% | |
| 48 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.55% | — | +32.65% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.55% | -0.06% | +0.29% | |
| 50 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.55% | — | +1583.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | +0.7% | +1646.20% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.6% | +5.97% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.6% | +7.28% | 加碼 |
| 4 | CP | Canadian Pacific Kansas City | +0.5% | +1583.40% | 加碼 |
| 5 | DDOG | Datadog Inc - Class A | +0.5% | +131.77% | 加碼 |
| 6 | MCO | Moody's CORP | +0.5% | NEW | 新建倉 |
| 7 | PEP | Pepsico Inc | +0.5% | +939.56% | 加碼 |
| 8 | DKNG | Draftkings Inc-cl A | +0.5% | NEW | 新建倉 |
| 9 | AMZN | Amazon.com Inc | +0.5% | +1.22% | 加碼 |
| 10 | CRM | Salesforce Inc | +0.5% | +813.27% | 加碼 |
| 11 | AAPL | Apple Inc | +0.4% | +1.34% | 加碼 |
| 12 | ABNB | Airbnb Inc-class A | +0.4% | NEW | 新建倉 |
| 13 | JNJ | Johnson & Johnson | +0.4% | +137.39% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.57% | 加碼 |
| 15 | BAC | Bank Of America CORP | +0.3% | +42.16% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.3% | +31.72% | 加碼 |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +1.80% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.2% | -1.13% | 減碼 |
| 19 | WFC | Wells Fargo & Co | +0.2% | +15.03% | 加碼 |
| 20 | SO | Southern Co/the | +0.2% | +41.75% | 加碼 |
| 21 | MS | Morgan Stanley | +0.2% | +18.26% | 加碼 |
| 22 | EMR | Emerson Electric Co | +0.2% | +20.53% | 加碼 |
| 23 | SNOW | Snowflake Inc | +0.1% | +2.02% | 加碼 |
| 24 | V | Visa Inc-class A Shares | +0.1% | +0.56% | 加碼 |
| 25 | DE | Deere & Co | +0.1% | +26.47% | 加碼 |
| 26 | PTON | Peloton Interactive Inc-a | +0.1% | -12.07% | 減碼 |
| 27 | WMT | Walmart Inc | +0.1% | +0.31% | 加碼 |
| 28 | MRSH | Marsh & Mclennan Cos | +0.1% | +32.65% | 加碼 |
| 29 | FLUT | Flutter Entertainment plc | +0.1% | NEW | 新建倉 |
| 30 | IWV | Ishares Russell 3000 ETF | +0.1% | +3.96% | 加碼 |
| 31 | NOW | Servicenow Inc | +0.1% | +0.72% | 加碼 |
| 32 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 33 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 34 | GS | Goldman Sachs Group Inc | +0.1% | +106.46% | 加碼 |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +30.95% | 加碼 |
| 36 | BA 6 10-15-27債券 | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 37 | ADI | Analog Devices Inc | +0.1% | +25.52% | 加碼 |
| 38 | DSGX | Descartes Systems Grp/the | +0.1% | NEW | 新建倉 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.70% | 加碼 |
| 40 | GOOG | Alphabet Inc-cl C | +0.1% | +1.23% | 加碼 |
| 41 | SHOP | Shopify Inc - Class A | +0.1% | +67.46% | 加碼 |
| 42 | AXP | American Express Co | +0.1% | +0.50% | 加碼 |
| 43 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +67.02% | 加碼 |
| 44 | GLBE | Global-E Online Ltd. | +0.1% | NEW | 新建倉 |
| 45 | CPSO | Calamos S&p 500 Alt Prot Oct | +0.1% | NEW | 新建倉 |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +64.32% | 加碼 |
| 47 | PG | Procter & Gamble Co/the | 0% | +35.04% | 加碼 |
| 48 | ICVT | Ishares Convertible Bond ETF | 0% | NEW | 新建倉 |
| 49 | IBIT | Ishares Bitcoin Trust ETF | 0% | NEW | 新建倉 |
| 50 | CPSD | Clms S&p Str Alt Dec | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Calamos Wealth Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$33.1億，共申報了 325 個公開持股部位。
在 Q4 2024 季度，Calamos Wealth Management LLC 按市值排列的前三大核心持股分別為：AAPL (7.7%)、IVV (7.4%)、IVW (5.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.7% 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
MCO
市值: US$958.2萬
本季最大獲利了結 / 清倉標的
MARA
前期市值: US$1625.0萬
在 Q4 2024 季度中，Calamos Wealth Management LLC 共進行了 198 項持倉異動，包含新建倉 39 個部位、加碼 83 個部位、減碼 50 個部位以及清倉 26 個部位。 其中最大新建倉標的為 MCO。 本季清倉部位包含 MARA。
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。