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: 0001761044
申報總市值
US$5.0億
US$5.0億
111 檔
28.1%
在 Q3 2024 申報期間，Compton Wealth Advisory Group, LLC（CIK: 0001761044）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$5.0億，共持有 111 個公開申報部位。
Compton Wealth Advisory Group, LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 10 檔股票的新建倉與 18 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Compton Wealth Advisory Group, LLC 的前 5 大核心持股（包含 VEU, IWY, VIG 等）合計佔整體申報市值的 28.1%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 11.86% | -0.42% | +0.25% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 7.48% | +0.18% | -4.09% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.51% | -0.06% | -2.88% | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 4.92% | +0.03% | -4.81% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.36% | -0.07% | +0.33% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.25% | +0.16% | +0.98% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.89% | -0.06% | -0.03% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.79% | +0.10% | +2.08% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.08% | -0.12% | -1.35% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -0.12% | +4.49% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 2.43% | +0.17% | +2.05% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 2.38% | — | -59.77% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.84% | +0.26% | +11.67% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.77% | -0.05% | +20.46% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.68% | +0.07% | +15.62% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.57% | +0.06% | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | +0.04% | +2.02% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | -0.07% | +28.39% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.52% | +0.14% | +936.57% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.50% | -0.09% | +2745.01% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.37% | +0.17% | -1.01% | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 1.04% | -0.01% | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.97% | -0.03% | +8.46% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.93% | -0.14% | +0.87% | |
| 25 | GE | General Electric | 股票-工業 | 0.93% | — | — | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.91% | -0.02% | -0.73% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.85% | +0.05% | +0.80% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.83% | -0.06% | — | |
| 29 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.81% | -0.18% | +3.23% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | +0.04% | -2.90% | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 0.73% | +0.26% | +0.79% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.69% | -0.07% | +4.92% | |
| 33 | WMT | Walmart Inc | 股票-非循環性消費 | 0.65% | -0.17% | +3.52% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | +0.05% | -8.89% | |
| 35 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 0.63% | +0.01% | — | |
| 36 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.59% | +0.02% | -5.94% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.58% | +0.04% | -0.71% | |
| 38 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.57% | +0.01% | -1.65% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.15% | +3.92% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.08% | +11.28% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.53% | -0.07% | +16.38% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.52% | -0.06% | +0.84% | |
| 43 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 0.50% | -0.05% | — | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.19% | -19.35% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.48% | -0.02% | +1.17% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.43% | -0.01% | +0.12% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.42% | -0.01% | -13.34% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | — | +0.42% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | -0.01% | +0.43% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.38% | +0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +1.5% | +2745.01% | 加碼 |
| 2 | VCRB | Vanguard Core Bond ETF | +0.5% | NEW | 新建倉 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +28.39% | 加碼 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.3% | +20.46% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | +2.08% | 加碼 |
| 6 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +0.25% | 加碼 |
| 7 | VB | Vanguard Small-cap ETF | +0.2% | +0.98% | 加碼 |
| 8 | NEE | Nextera Energy Inc | +0.2% | NEW | 新建倉 |
| 9 | LMT | Lockheed Martin CORP | +0.2% | +16.38% | 加碼 |
| 10 | VTV | Vanguard Value ETF | +0.1% | +0.33% | 加碼 |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.1% | -0.03% | 減碼 |
| 12 | VOE | Vanguard Mid-cap Value ETF | +0.1% | -1.35% | 減碼 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.46% | 加碼 |
| 14 | TMUS | T-mobile US Inc | +0.1% | +3.23% | 加碼 |
| 15 | GE | General Electric | +0.1% | — | 不變 |
| 16 | ORCL | Oracle CORP | +0.1% | — | 不變 |
| 17 | WMT | Walmart Inc | +0.1% | +3.52% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +15.62% | 加碼 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | -1.01% | 減碼 |
| 20 | GEV | GE Vernova Inc | +0.1% | — | 不變 |
| 21 | LLY | Eli Lilly & Co | +0.1% | +57.12% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.1% | +936.57% | 加碼 |
| 23 | HD | Home Depot Inc | +0.1% | -0.73% | 減碼 |
| 24 | CAT | Caterpillar Inc | +0.1% | +0.79% | 加碼 |
| 25 | KEL | Kellanova | +0.1% | NEW | 新建倉 |
| 26 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +2.05% | 加碼 |
| 27 | CRM | Salesforce Inc | +0.1% | +11.28% | 加碼 |
| 28 | MMM | 3m Co | +0.1% | NEW | 新建倉 |
| 29 | DE | Deere & Co | +0.1% | NEW | 新建倉 |
| 30 | SPGI | S&p Global Inc | +0.1% | NEW | 新建倉 |
| 31 | DHR | Danaher CORP | +0.1% | — | 不變 |
| 32 | AXP | American Express Co | +0.1% | NEW | 新建倉 |
| 33 | GDXJ | Vaneck Junior Gold Miners | +0.1% | NEW | 新建倉 |
| 34 | CBT | Cabot CORP | +0.1% | NEW | 新建倉 |
| 35 | GPN | Global Payments Inc | +0.1% | NEW | 新建倉 |
| 36 | ABBV | Abbvie Inc | 0% | -0.71% | 減碼 |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +2.02% | 加碼 |
| 38 | VIG | Vanguard Dividend Apprec ETF | 0% | -2.88% | 減碼 |
| 39 | IVW | Ishares S&p 500 Growth ETF | 0% | — | 不變 |
| 40 | INTU | Intuit Inc | -0.1% | EXIT | 清倉 |
| 41 | DINO | Hf Sinclair CORP | -0.1% | EXIT | 清倉 |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | EXIT | 清倉 |
| 43 | JNJ | Johnson & Johnson | -0.1% | -22.57% | 減碼 |
| 44 | CSCO | Cisco Systems Inc | -0.1% | -19.35% | 減碼 |
| 45 | BAC | Bank Of America CORP | -0.1% | -8.89% | 減碼 |
| 46 | IWX | Ishares Russell Top 200 Valu | -0.1% | -4.81% | 減碼 |
| 47 | PULS | Pgim Ultra Short Bond ETF | -0.2% | EXIT | 清倉 |
| 48 | DLTR | Dollar Tree Inc | -0.4% | — | 不變 |
| 49 | IWY | Ishares Russell Top 200 Grow | -0.5% | -4.09% | 減碼 |
| 50 | BND | Vanguard Total Bond Market | -3.6% | -59.77% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Compton Wealth Advisory Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$5.0億，共申報了 111 個公開持股部位。
在 Q3 2024 季度，Compton Wealth Advisory Group, LLC 按市值排列的前三大核心持股分別為：VEU (11.9%)、IWY (7.5%)、VIG (6.5%)。其中最大持股部位 VEU 佔據整體投資組合約 11.9% 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
VCRB
市值: US$199.3萬
本季最大獲利了結 / 清倉標的
PULS
前期市值: US$83.1萬
在 Q3 2024 季度中，Compton Wealth Advisory Group, LLC 共進行了 44 項持倉異動，包含新建倉 10 個部位、加碼 18 個部位、減碼 12 個部位以及清倉 4 個部位。 其中最大新建倉標的為 VCRB。 本季清倉部位包含 PULS。
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。