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: 0001801097
申報總市值
US$7.8億
US$7.8億
139 檔
28.0%
截至 Q4 2024 季度末，Cfm Wealth Partners LLC 的美股持倉估值約為 US$7.8億，全數申報部位共有 139 檔。
在 Q4 2024，Cfm Wealth Partners LLC 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 28 檔、減碼 16 檔與清倉 4 檔），整體投資組合架構維持相對穩定。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, GOOGL）占據了總市值的 28.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 13.06% | -0.57% | -1.37% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 12.44% | -0.46% | -1.79% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.20% | +0.32% | +0.30% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.81% | -0.11% | +1.70% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.53% | -0.46% | -0.18% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.41% | -0.50% | +20.56% | |
| 7 | CRM | Salesforce Inc | 股票-科技 | 2.36% | -0.05% | EXIT | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.33% | -0.07% | +2.08% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.30% | -0.65% | -19.64% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.12% | +1.34% | +102.60% | |
| 11 | WMB | Williams Cos Inc | 股票-能源 | 2.03% | -0.32% | -0.73% | |
| 12 | PM | Philip Morris International | 股票-非循環性消費 | 1.82% | -0.24% | — | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.74% | -0.36% | +3.79% | |
| 14 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.71% | -0.31% | +3.10% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.70% | -0.06% | +2.07% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.61% | +0.23% | +1.26% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.49% | +0.10% | +0.73% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.46% | +0.09% | -0.50% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.30% | -0.17% | +0.92% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.30% | +0.01% | +1.60% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | -0.10% | +5.99% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.21% | -0.30% | +4.49% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.15% | +2.46% | -9.07% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.10% | — | +0.72% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.03% | — | -1.12% | |
| 26 | FFIN | First Finl Bankshares Inc | 股票-金融 | 1.01% | -0.01% | -2.32% | |
| 27 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.97% | -0.10% | +0.56% | |
| 28 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.96% | — | +0.10% | |
| 29 | EPD | Enterprise Products Partners | 股票-能源 | 0.95% | -0.18% | -0.57% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.92% | -0.37% | +2.06% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.81% | -0.12% | +3.32% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | -0.09% | +2.06% | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.77% | — | +1.48% | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.77% | -0.41% | +16.20% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.75% | -0.19% | +0.01% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.74% | -0.02% | +2.33% | |
| 37 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 0.73% | -0.02% | -2.71% | |
| 38 | MO | Altria Group Inc | 股票-非循環性消費 | 0.73% | -0.07% | +0.57% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.73% | -0.25% | +8.07% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.69% | -0.22% | +6.60% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.66% | -0.02% | +3.55% | |
| 42 | KKR | Kkr & Co Inc | 股票-金融 | 0.66% | -0.08% | +2.74% | |
| 43 | ET | Energy Transfer LP | 股票-能源 | 0.60% | -0.09% | -3.05% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.17% | +2.01% | |
| 45 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 0.53% | -0.19% | -1.89% | |
| 46 | TSLA | Tesla Inc | 股票-循環性消費 | 0.50% | — | +2.94% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.49% | +0.50% | +253.44% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.48% | — | +0.97% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.47% | -0.06% | +0.90% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.47% | -0.02% | +9.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -1.37% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.5% | +1.70% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.30% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +20.56% | 加碼 |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +253.44% | 加碼 |
| 6 | CRM | Salesforce Inc | +0.4% | -0.47% | 減碼 |
| 7 | V | Visa Inc-class A Shares | +0.3% | +2.08% | 加碼 |
| 8 | WMB | Williams Cos Inc | +0.3% | -0.73% | 減碼 |
| 9 | AAPL | Apple Inc | +0.2% | -1.79% | 減碼 |
| 10 | NFLX | Netflix Inc | +0.2% | +16.20% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +5.99% | 加碼 |
| 12 | TSLA | Tesla Inc | +0.2% | +2.94% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -0.50% | 減碼 |
| 14 | NOW | Servicenow Inc | +0.1% | +1.48% | 加碼 |
| 15 | WMT | Walmart Inc | +0.1% | +8.07% | 加碼 |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +102.60% | 加碼 |
| 17 | KKR | Kkr & Co Inc | +0.1% | +2.74% | 加碼 |
| 18 | ET | Energy Transfer LP | +0.1% | -3.05% | 減碼 |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +18.85% | 加碼 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +3.79% | 加碼 |
| 21 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.60% | 加碼 |
| 22 | ORLY | O'reilly Automotive Inc | 0% | +3.10% | 加碼 |
| 23 | MA | Mastercard Inc - A | 0% | +0.92% | 加碼 |
| 24 | EPD | Enterprise Products Partners | 0% | -0.57% | 減碼 |
| 25 | MS | Morgan Stanley | 0% | +3.67% | 加碼 |
| 26 | QUAL | Ishares Msci USA Quality Fac | 0% | +9.97% | 加碼 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.73% | 加碼 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.07% | 加碼 |
| 29 | CMG | Chipotle Mexican Grill Inc | 0% | +0.10% | 加碼 |
| 30 | HCA | Hca Healthcare Inc | 0% | -4.78% | 減碼 |
| 31 | NKE | Nike Inc -cl B | -0.1% | -39.88% | 減碼 |
| 32 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 33 | CSX | Csx CORP | -0.1% | -56.45% | 減碼 |
| 34 | IWB | Ishares Russell 1000 ETF | -0.1% | -15.64% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -3.56% | 減碼 |
| 36 | ABBV | Abbvie Inc | -0.1% | +3.55% | 加碼 |
| 37 | LUNG | Pulmonx CORP | -0.1% | — | 不變 |
| 38 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 39 | KO | Coca-cola Co/the | -0.1% | +6.60% | 加碼 |
| 40 | FFIN | First Finl Bankshares Inc | -0.1% | -2.32% | 減碼 |
| 41 | AMAT | Applied Materials Inc | -0.1% | — | 不變 |
| 42 | SBLK | Star Bulk Carriers Corp. | -0.1% | +10.28% | 加碼 |
| 43 | MDLZ | Mondelez International Inc-a | -0.1% | +0.90% | 加碼 |
| 44 | SHW | Sherwin-williams Co/the | -0.2% | +0.56% | 加碼 |
| 45 | MSFT | Microsoft CORP | -0.2% | -0.18% | 減碼 |
| 46 | ADBE | Adobe Inc | -0.3% | EXIT | 清倉 |
| 47 | LLY | Eli Lilly & Co | -0.3% | +1.26% | 加碼 |
| 48 | ACLS | Axcelis Technologies Inc | -0.5% | EXIT | 清倉 |
| 49 | AMD | Advanced Micro Devices | -0.6% | -9.07% | 減碼 |
| 50 | XOM | Exxon Mobil CORP | -0.9% | -19.64% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cfm Wealth Partners LLC 在 Q4 2024 季度的美股持倉總市值約為 US$7.8億，共申報了 139 個公開持股部位。
在 Q4 2024 季度，Cfm Wealth Partners LLC 按市值排列的前三大核心持股分別為：NVDA (13.1%)、AAPL (12.4%)、GOOGL (4.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 13.1% 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。
本季最大獲利了結 / 清倉標的
ACLS
前期市值: US$273.0萬
在 Q4 2024 季度中，Cfm Wealth Partners LLC 共進行了 48 項持倉異動，包含新建倉 0 個部位、加碼 28 個部位、減碼 16 個部位以及清倉 4 個部位。 本季清倉部位包含 ACLS。
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。