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: 0001934500
申報總市值
US$1.7億
US$1.7億
126 檔
18.3%
根據最新整理的 13F 季度數據集，Coastwise Capital Group, LLC 於 Q3 2024 結束時的管理資產規模為 US$1.7億。該機構在本季度申報了 126 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，Coastwise Capital Group, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 43 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 SCHD, AAPL, AMZN）占據了總市值的 18.3%，展現出該機構在 Q3 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 8.28% | +0.67% | +5.00% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.53% | +1.00% | +6.27% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.89% | +0.47% | +3.14% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.81% | +0.86% | +9.86% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.36% | +0.97% | +15.41% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.05% | +1.21% | +4.50% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | +0.45% | +14.63% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.72% | +0.50% | +4.76% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 2.24% | +0.17% | +4.13% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.08% | +0.27% | +2.32% | |
| 11 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.67% | -0.15% | +4.98% | |
| 12 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.62% | -0.02% | +43.09% | |
| 13 | PFE | Pfizer Inc | 股票-醫療保健 | 1.61% | -0.06% | -6.05% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.54% | +0.26% | +8.54% | |
| 15 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.52% | +0.16% | +13.29% | |
| 16 | T | At&t Inc | 股票-通訊服務 | 1.51% | -0.15% | -3.34% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.34% | +0.15% | +4.11% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.30% | -0.10% | +13.80% | |
| 19 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.26% | +0.01% | -17.39% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.23% | +0.03% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +0.23% | +25.79% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | +0.06% | +2.28% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.12% | +0.43% | +1.21% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 1.07% | -0.16% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | +0.17% | -25.87% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.00% | +0.05% | +6.36% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.00% | +0.17% | +14.69% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.94% | +0.03% | +9.18% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.88% | +0.31% | -2.13% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | +0.05% | +20.82% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.84% | +0.13% | +2.47% | |
| 32 | BA | Boeing Co/the | 股票-工業 | 0.83% | +0.14% | +11.57% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.79% | +0.05% | +4.92% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.11% | +36.38% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | +0.16% | +13.83% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.74% | +0.24% | +5.99% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.74% | +0.45% | +155.41% | |
| 38 | DAL | Delta Air Lines Inc | 股票-工業 | 0.67% | +0.15% | +16.48% | |
| 39 | PGX | Invesco Preferred ETF | ETF-其他 | 0.66% | +0.01% | -0.60% | |
| 40 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 0.64% | +0.01% | +21.22% | |
| 41 | C | Citigroup Inc | 股票-金融 | 0.63% | +0.10% | -1.11% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.60% | +0.08% | +4.90% | |
| 43 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.59% | -0.07% | +10.45% | |
| 44 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.58% | — | +0.11% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.57% | — | -3.51% | |
| 46 | GD | General Dynamics CORP | 股票-工業 | 0.57% | +0.06% | +11.20% | |
| 47 | MO | Altria Group Inc | 股票-非循環性消費 | 0.57% | — | -23.18% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.56% | +0.21% | +0.34% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.56% | +0.28% | -2.82% | |
| 50 | GM | General Motors Co | 股票-循環性消費 | 0.55% | -0.02% | +18.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +1.2% | NEW | 新建倉 |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.4% | +155.41% | 加碼 |
| 3 | FTSL | First Trust Senior Loan ETF | +0.3% | +43.09% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.3% | +8.54% | 加碼 |
| 5 | MS | Morgan Stanley | +0.3% | NEW | 新建倉 |
| 6 | SBUX | Starbucks CORP | +0.3% | +13.29% | 加碼 |
| 7 | LMT | Lockheed Martin CORP | +0.3% | NEW | 新建倉 |
| 8 | NOC | Northrop Grumman CORP | +0.3% | NEW | 新建倉 |
| 9 | KEL | Kellanova | +0.2% | NEW | 新建倉 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | 新建倉 |
| 11 | PEP | Pepsico Inc | +0.2% | NEW | 新建倉 |
| 12 | DOW | Dow Inc | +0.2% | NEW | 新建倉 |
| 13 | IDV | Ishares International Select | +0.2% | NEW | 新建倉 |
| 14 | CBOE | Cboe Global Markets Inc | +0.2% | NEW | 新建倉 |
| 15 | SCHG | Schwab US Large-cap Growth | +0.2% | NEW | 新建倉 |
| 16 | FTSM | First Trust Enh Short Mat Fd | +0.2% | NEW | 新建倉 |
| 17 | XLF | Ss Financial Select Sector | +0.2% | NEW | 新建倉 |
| 18 | UL | Unilever PLC | +0.2% | NEW | 新建倉 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +15.41% | 加碼 |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +6.36% | 加碼 |
| 21 | F | Ford Motor Co | +0.1% | +85.40% | 加碼 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +25.79% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +20.82% | 加碼 |
| 24 | AAPL | Apple Inc | +0.1% | +6.27% | 加碼 |
| 25 | IWM | Ishares Russell 2000 ETF | +0.1% | +30.99% | 加碼 |
| 26 | CVX | Chevron CORP | +0.1% | +36.38% | 加碼 |
| 27 | GILD | Gilead Sciences Inc | +0.1% | +10.45% | 加碼 |
| 28 | HD | Home Depot Inc | +0.1% | +16.84% | 加碼 |
| 29 | MDT | Medtronic plc | +0.1% | +20.37% | 加碼 |
| 30 | RTX | Rtx CORP | +0.1% | +4.92% | 加碼 |
| 31 | WYNN | Wynn Resorts LTD | +0.1% | +21.22% | 加碼 |
| 32 | CRM | Salesforce Inc | +0.1% | +13.80% | 加碼 |
| 33 | KO | Coca-cola Co/the | +0.1% | +9.18% | 加碼 |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | +14.69% | 加碼 |
| 35 | DAL | Delta Air Lines Inc | 0% | +16.48% | 加碼 |
| 36 | META | Meta Platforms Inc-class A | 0% | +2.32% | 加碼 |
| 37 | VZ | Verizon Communications Inc | 0% | +4.98% | 加碼 |
| 38 | SCHV | Schwab US Large-cap Value | -0.1% | +4.76% | 加碼 |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | +4.13% | 加碼 |
| 40 | T | At&t Inc | -0.1% | -3.34% | 減碼 |
| 41 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +5.00% | 加碼 |
| 42 | MSFT | Microsoft CORP | -0.1% | +14.63% | 加碼 |
| 43 | P | Everpure Inc-a | -0.2% | EXIT | 清倉 |
| 44 | VEU | Vanguard Ftse All-world Ex-u | -0.3% | EXIT | 清倉 |
| 45 | INTC | Intel CORP | -0.3% | -4.82% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.3% | +9.86% | 加碼 |
| 47 | QCOM | Qualcomm Inc | -0.3% | -2.13% | 減碼 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -25.87% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | +4.50% | 加碼 |
| 50 | WFC 7.5 PERP L債券 | Wells Fargo & Company | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Coastwise Capital Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.7億，共申報了 126 個公開持股部位。
在 Q3 2024 季度，Coastwise Capital Group, LLC 按市值排列的前三大核心持股分別為：SCHD (8.3%)、AAPL (6.5%)、AMZN (3.9%)。其中最大持股部位 SCHD 佔據整體投資組合約 8.3% 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
WFC
市值: US$149.3萬
本季最大獲利了結 / 清倉標的
WFC 7.5 PERP L
前期市值: US$147.2萬
在 Q3 2024 季度中，Coastwise Capital Group, LLC 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 29 個部位、減碼 4 個部位以及清倉 3 個部位。 其中最大新建倉標的為 WFC。 本季清倉部位包含 WFC 7.5 PERP L。
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。