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: 0001531809
申報總市值
US$14.6億
US$14.6億
100 檔
13.5%
CapWealth Advisors, LLC 在 Q4 2024 季度的美股部位總計估值為 US$14.6億，分散於 100 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 CapWealth Advisors, LLC 於 Q4 2024 季度持續回收資金，對 25 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 WMB, BRK-B, PLTR）累計市值佔比達 13.5%，是驅動 CapWealth Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | WMB | Williams Cos Inc | 股票-能源 | 4.85% | -0.24% | -3.79% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.83% | -0.07% | -2.87% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.29% | -0.43% | -3.00% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.10% | -1.68% | |
| 5 | DOW | Dow Inc | 股票-原物料 | 3.46% | -0.96% | +100.14% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 3.42% | +0.21% | -5.08% | |
| 7 | BAC | Bank Of America CORP | 股票-金融 | 3.41% | +0.14% | +0.29% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 3.37% | -0.19% | -3.30% | |
| 9 | GE | General Electric | 股票-工業 | 2.99% | +0.48% | -1.18% | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 2.78% | -0.02% | -3.48% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.76% | -0.74% | -0.57% | |
| 12 | LUMN | Lumen Technologies Inc | 股票-通訊服務 | 2.73% | +0.13% | +4.32% | |
| 13 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.57% | -0.40% | -1.66% | |
| 14 | DHI | Dr Horton Inc | 股票-循環性消費 | 2.51% | +0.18% | -0.33% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.40% | +0.50% | -1.18% | |
| 16 | EQIX | Equinix Inc | 股票-房地產 | 2.40% | -0.01% | +0.65% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.34% | -0.01% | -2.90% | |
| 18 | GLW | Corning Inc | 股票-科技 | 2.34% | +2.62% | +0.82% | |
| 19 | GEV | GE Vernova Inc | 股票-工業 | 2.24% | +0.29% | -2.60% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事業 | 2.22% | -0.17% | +1.02% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.18% | -0.10% | +1.45% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 2.15% | +0.02% | -1.99% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.09% | -0.12% | -3.10% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.04% | +0.12% | +0.04% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.77% | -0.20% | +0.63% | |
| 26 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.66% | +0.67% | +1.62% | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.61% | -0.02% | EXIT | |
| 28 | SNA | Snap-on Inc | 股票-工業 | 1.60% | — | +1.67% | |
| 29 | HON | Honeywell International Inc | 股票-工業 | 1.48% | -1.19% | EXIT | |
| 30 | DVN | Devon Energy CORP | 股票-能源 | 1.41% | — | -1.06% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.25% | -0.05% | -0.92% | |
| 32 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.21% | -0.04% | +413.57% | |
| 33 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.19% | -0.19% | +1.46% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 1.16% | +0.05% | +4.11% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 1.15% | -0.01% | -2.15% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 1.11% | +0.10% | -1.59% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.09% | +0.20% | +1.73% | |
| 38 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.03% | -0.02% | EXIT | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.85% | -0.05% | +1.39% | |
| 40 | GNRC | Generac Holdings Inc | 股票-工業 | 0.77% | -0.73% | EXIT | |
| 41 | CARR | Carrier Global CORP | 股票-工業 | 0.75% | -0.49% | EXIT | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.73% | -0.08% | +205.92% | |
| 43 | MCHI | Ishares Msci China ETF | ETF-新興市場 | 0.63% | — | -4.78% | |
| 44 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.61% | — | -0.48% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.61% | -0.01% | +0.19% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.57% | -0.04% | +4.11% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.54% | -0.35% | -18.55% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.44% | +0.29% | +3.38% | |
| 49 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.39% | — | +23.58% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.28% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.1% | -3.00% | 減碼 |
| 2 | DOW | Dow Inc | +1.1% | +100.14% | 加碼 |
| 3 | WMB | Williams Cos Inc | +0.6% | -3.79% | 減碼 |
| 4 | NFLX | Netflix Inc | +0.5% | -3.48% | 減碼 |
| 5 | GEV | GE Vernova Inc | +0.5% | -2.60% | 減碼 |
| 6 | BAC | Bank Of America CORP | +0.4% | +0.29% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +0.04% | 加碼 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.18% | 減碼 |
| 9 | SNA | Snap-on Inc | +0.3% | +1.67% | 加碼 |
| 10 | GILD | Gilead Sciences Inc | +0.2% | -1.66% | 減碼 |
| 11 | HON | Honeywell International Inc | +0.2% | +3.27% | 加碼 |
| 12 | EQIX | Equinix Inc | +0.2% | +0.65% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.73% | 加碼 |
| 14 | GLW | Corning Inc | +0.2% | +0.82% | 加碼 |
| 15 | SONY | Sony Group CORP - Sp Adr | +0.1% | +413.57% | 加碼 |
| 16 | AAPL | Apple Inc | +0.1% | -1.99% | 減碼 |
| 17 | WSM | Williams-sonoma Inc | +0.1% | -0.48% | 減碼 |
| 18 | FXI | Ishares China Large-cap ETF | +0.1% | +23.58% | 加碼 |
| 19 | ET | Energy Transfer LP | 0% | NEW | 新建倉 |
| 20 | GNRC | Generac Holdings Inc | 0% | -1.87% | 減碼 |
| 21 | SYK | Stryker CORP | 0% | -2.15% | 減碼 |
| 22 | UPS | United Parcel Service-cl B | 0% | +4.11% | 加碼 |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | EXIT | 清倉 |
| 24 | CVX | Chevron CORP | 0% | -0.57% | 減碼 |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | EXIT | 清倉 |
| 26 | HD | Home Depot Inc | -0.1% | -1.59% | 減碼 |
| 27 | NEE | Nextera Energy Inc | -0.1% | +3.38% | 加碼 |
| 28 | HCA | Hca Healthcare Inc | -0.1% | -7.22% | 減碼 |
| 29 | MCHI | Ishares Msci China ETF | -0.1% | -4.78% | 減碼 |
| 30 | DUK | Duke Energy CORP | -0.1% | +1.02% | 加碼 |
| 31 | MSFT | Microsoft CORP | -0.1% | -1.68% | 減碼 |
| 32 | VZ | Verizon Communications Inc | -0.1% | +3.40% | 加碼 |
| 33 | TSCO | Tractor Supply Company | -0.1% | +386.33% | 加碼 |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -18.55% | 減碼 |
| 35 | HSY | Hershey Co/the | -0.1% | +1.46% | 加碼 |
| 36 | CARR | Carrier Global CORP | -0.1% | -0.36% | 減碼 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.87% | 減碼 |
| 38 | IBM | Intl Business Machines CORP | -0.2% | -5.08% | 減碼 |
| 39 | PEP | Pepsico Inc | -0.2% | +0.63% | 加碼 |
| 40 | AMGN | Amgen Inc | -0.2% | +1.39% | 加碼 |
| 41 | KO | Coca-cola Co/the | -0.2% | -0.92% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.2% | +1.45% | 加碼 |
| 43 | RTX | Rtx CORP | -0.3% | -3.30% | 減碼 |
| 44 | DVN | Devon Energy CORP | -0.3% | -1.06% | 減碼 |
| 45 | MRK | Merck & Co. Inc. | -0.4% | -2.90% | 減碼 |
| 46 | GE | General Electric | -0.4% | -1.18% | 減碼 |
| 47 | CVS | Cvs Health CORP | -0.6% | +1.62% | 加碼 |
| 48 | LUMN | Lumen Technologies Inc | -0.7% | +4.32% | 加碼 |
| 49 | DHI | Dr Horton Inc | -0.9% | -0.33% | 減碼 |
| 50 | INTC | Intel CORP | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，CapWealth Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$14.6億，共申報了 100 個公開持股部位。
在 Q4 2024 季度，CapWealth Advisors, LLC 按市值排列的前三大核心持股分別為：WMB (4.8%)、BRK-B (4.8%)、PLTR (4.3%)。其中最大持股部位 WMB 佔據整體投資組合約 4.8% 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
ET
市值: US$33.5萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$1215.7萬
在 Q4 2024 季度中，CapWealth Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 21 個部位、減碼 25 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ET。 本季清倉部位包含 INTC。
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。