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。
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CIK: 0001657516
申報總市值
US$6.6億
US$6.6億
54 檔
19.5%
截至 Q4 2024 季度末，CMH Wealth Management LLC 的美股持倉估值約為 US$6.6億，全數申報部位共有 54 檔。
觀察 Q4 2024 的申報異動，CMH Wealth Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 28 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。
整體而言，CMH Wealth Management LLC 的前 5 大持股（包含 MSFT, AMZN, AAPL）貢獻了組合市值的 19.5%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 6.65% | -0.51% | +0.87% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.42% | -0.42% | -0.75% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.14% | -0.02% | +0.88% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.96% | +0.52% | -0.44% | |
| 5 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 4.03% | +0.14% | +0.45% | |
| 6 | VFH | Vanguard Financials ETF | ETF-其他 | 3.73% | +0.02% | +1.25% | |
| 7 | VDE | Vanguard Energy ETF | ETF-其他 | 3.22% | -0.49% | +2.13% | |
| 8 | NOW | Servicenow Inc | 股票-科技 | 2.96% | -0.70% | -1.91% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 2.92% | — | -27.58% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.76% | +0.04% | +1.34% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.45% | +0.41% | +4.14% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 2.41% | -0.27% | -3.03% | |
| 13 | BA | Boeing Co/the | 股票-工業 | 2.28% | +0.01% | +71.27% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.21% | -0.23% | -0.15% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 2.18% | -0.04% | +3.14% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.15% | -0.27% | -0.76% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.10% | +1.32% | +101.02% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.04% | -0.37% | +6.00% | |
| 19 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.98% | -0.13% | +1.68% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.88% | +0.04% | +1.08% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.88% | -0.04% | -0.12% | |
| 22 | FISV | Fiserv Inc | 股票-其他 | 1.86% | — | -2.17% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.81% | +0.01% | +2.82% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 1.81% | -0.15% | — | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 1.81% | — | +35.77% | |
| 26 | SNOW | Snowflake Inc | 股票-科技 | 1.75% | +0.34% | -38.31% | |
| 27 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.64% | +0.09% | -11.31% | |
| 28 | SNPS | Synopsys Inc | 股票-科技 | 1.59% | — | -5.46% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.58% | +0.08% | +1.78% | |
| 30 | HON | Honeywell International Inc | 股票-工業 | 1.55% | -0.18% | EXIT | |
| 31 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.52% | — | -19.73% | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.45% | +1.02% | +0.97% | |
| 33 | TGT | Target CORP | 股票-循環性消費 | 1.45% | — | +2.00% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.43% | +0.24% | +7.84% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.43% | -0.03% | +3.46% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.08% | +0.69% | |
| 37 | XLB | Ss Materials Select Sector | ETF-其他 | 1.18% | -0.06% | +2.42% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-其他 | 1.13% | -0.02% | +10.42% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.99% | +0.02% | +2.40% | |
| 40 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.96% | +0.01% | -10.46% | |
| 41 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.84% | — | -30.98% | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.79% | — | -40.81% | |
| 43 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.64% | +0.03% | -9.55% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | -0.07% | +58.14% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.12% | -0.07% | -11.50% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.10% | -0.05% | +0.72% | |
| 47 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.09% | — | -1.30% | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.09% | — | -0.18% | |
| 49 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.07% | — | — | |
| 50 | PGR | Progressive CORP | 股票-金融 | 0.06% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.8% | NEW | 新建倉 |
| 2 | BA | Boeing Co/the | +1.1% | +71.27% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.8% | -0.75% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.44% | 減碼 |
| 5 | NOW | Servicenow Inc | +0.4% | -1.91% | 減碼 |
| 6 | AAPL | Apple Inc | +0.3% | +0.88% | 加碼 |
| 7 | CRM | Salesforce Inc | +0.3% | -3.03% | 減碼 |
| 8 | TSLA | Tesla Inc | +0.2% | -27.58% | 減碼 |
| 9 | V | Visa Inc-class A Shares | +0.2% | +1.08% | 加碼 |
| 10 | ADBE | Adobe Inc | +0.2% | +35.77% | 加碼 |
| 11 | VFH | Vanguard Financials ETF | +0.2% | +1.25% | 加碼 |
| 12 | FISV | Fiserv Inc | +0.2% | -2.17% | 減碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +58.14% | 加碼 |
| 14 | HON | Honeywell International Inc | +0.1% | +1.67% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.1% | +0.69% | 加碼 |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +101.02% | 加碼 |
| 17 | PPA | Invesco Aerospace & Defense | +0.1% | +10.42% | 加碼 |
| 18 | XLC | Ss Comm Select Sector Spdr | +0.1% | -0.76% | 減碼 |
| 19 | MA | Mastercard Inc - A | +0.1% | -0.12% | 減碼 |
| 20 | PGR | Progressive CORP | +0.1% | NEW | 新建倉 |
| 21 | FBND | Fidelity Total Bond ETF | 0% | +7.84% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | — | — | 不變 |
| 23 | TJX | Tjx Companies Inc | 0% | -0.15% | 減碼 |
| 24 | ABBV | Abbvie Inc | 0% | -0.18% | 減碼 |
| 25 | VCIT | Vanguard Int-term Corporate | 0% | +6.00% | 加碼 |
| 26 | PG | Procter & Gamble Co/the | 0% | -11.50% | 減碼 |
| 27 | MPC | Marathon Petroleum CORP | 0% | -1.30% | 減碼 |
| 28 | JNJ | Johnson & Johnson | 0% | +0.72% | 加碼 |
| 29 | SMMD | Ishares Russell 2500 ETF | -0.1% | +0.45% | 加碼 |
| 30 | VDE | Vanguard Energy ETF | -0.1% | +2.13% | 加碼 |
| 31 | JAVA | Jpmorgan Active Value ETF | -0.1% | -9.55% | 減碼 |
| 32 | VNQ | Vanguard Real Estate ETF | -0.1% | +2.40% | 加碼 |
| 33 | VDC | Vanguard Consumer Staple ETF | -0.1% | +1.68% | 加碼 |
| 34 | VONE | Vanguard Russell 1000 | -0.1% | -10.46% | 減碼 |
| 35 | SOXX | Ishares Semiconductor ETF | -0.1% | +0.97% | 加碼 |
| 36 | TCHP | T Rowe Price Blue Chip Growt | -0.2% | -11.31% | 減碼 |
| 37 | XLV | Ss Health Care Select Sector | -0.2% | +3.46% | 加碼 |
| 38 | XLB | Ss Materials Select Sector | -0.2% | +2.42% | 加碼 |
| 39 | SNPS | Synopsys Inc | -0.2% | -5.46% | 減碼 |
| 40 | TGT | Target CORP | -0.2% | +2.00% | 加碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.3% | +1.78% | 加碼 |
| 42 | MSFT | Microsoft CORP | -0.3% | +0.87% | 加碼 |
| 43 | TTD | Trade Desk Inc/the -class A | -0.3% | -19.73% | 減碼 |
| 44 | ACWX | Ishares Msci Acwi Ex US ETF | -0.3% | +1.34% | 加碼 |
| 45 | LLY | Eli Lilly & Co | -0.3% | +4.14% | 加碼 |
| 46 | SNOW | Snowflake Inc | -0.4% | -38.31% | 減碼 |
| 47 | IHI | Ishares U.s. Medical Devices | -0.4% | -30.98% | 減碼 |
| 48 | DHR | Danaher CORP | -0.5% | +3.14% | 加碼 |
| 49 | XBI | Ss Spdr S&p Biotech ETF | -0.7% | -40.81% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -1.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，CMH Wealth Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.6億，共申報了 54 個公開持股部位。
在 Q4 2024 季度，CMH Wealth Management LLC 按市值排列的前三大核心持股分別為：MSFT (6.7%)、AMZN (6.4%)、AAPL (6.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.7% 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
BLK
市值: US$789.9萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$757.0萬
在 Q4 2024 季度中，CMH Wealth Management LLC 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 26 個部位、減碼 20 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。