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: 0001761044
申報總市值
US$5.0億
US$5.0億
108 檔
26.6%
Q4 2024 季度申報顯示，Compton Wealth Advisory Group, LLC 揭露的美股組合總市值為 US$5.0億，涵蓋 108 個不同之權益投資部位。
在 Q4 2024，Compton Wealth Advisory Group, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 23 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Compton Wealth Advisory Group, LLC 的前 5 大持股（包含 VEU, IWY, VIG）貢獻了組合市值的 26.6%，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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 10.81% | -0.42% | -2.15% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 7.56% | +0.18% | -7.49% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.26% | -0.06% | -4.80% | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 5.04% | +0.03% | +3.05% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.38% | +0.16% | -0.26% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.37% | -0.07% | +1.07% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 4.19% | +0.10% | +0.76% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.79% | -0.06% | -2.39% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.54% | -0.12% | +16.69% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 3.08% | +0.17% | +19.07% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.12% | +3.56% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.20% | +0.26% | +2.45% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.14% | +0.07% | +5.98% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 2.14% | +0.14% | +2.35% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.09% | -0.09% | +38.40% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.85% | +0.04% | +1.60% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.70% | +0.06% | +0.10% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.62% | -0.07% | +3.84% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.61% | -0.05% | -2.02% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.20% | +0.17% | -0.88% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.99% | -0.14% | +0.89% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.04% | +0.49% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.92% | +0.05% | -1.06% | |
| 24 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.90% | -0.18% | +2.07% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.88% | -0.02% | -1.44% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 0.88% | -0.01% | -0.11% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.88% | -0.03% | -3.75% | |
| 28 | GE | General Electric | 股票-工業 | 0.84% | — | — | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.83% | -0.06% | — | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.76% | -0.17% | +3.05% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.71% | +0.05% | -3.20% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.70% | -0.08% | +6.18% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.69% | +0.26% | -0.87% | |
| 34 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 0.68% | +0.01% | -0.44% | |
| 35 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.60% | +0.01% | — | |
| 36 | RFG | Invesco S&p Midcap 400 Pure | ETF-其他 | 0.59% | +0.02% | — | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.59% | -0.07% | -2.13% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.15% | +0.22% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.19% | -5.92% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.52% | +0.04% | -1.90% | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.48% | -0.06% | +1.46% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.45% | -0.01% | -2.88% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工業 | 0.45% | -0.07% | -0.67% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | +0.05% | — | |
| 45 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 0.44% | -0.05% | -10.57% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.43% | -0.01% | — | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.42% | +0.08% | +6.87% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | -0.01% | +4.70% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.42% | -0.02% | -1.56% | |
| 50 | GEV | GE Vernova Inc | 股票-工業 | 0.41% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOT | Vanguard Mid-cap Growth ETF | +0.7% | +19.07% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.6% | +2.35% | 加碼 |
| 3 | VGSH | Vanguard Short-term Treasury | +0.6% | +38.40% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +5.98% | 加碼 |
| 5 | VOE | Vanguard Mid-cap Value ETF | +0.5% | +16.69% | 加碼 |
| 6 | AAPL | Apple Inc | +0.4% | +0.76% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +2.45% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.60% | 加碼 |
| 9 | CRM | Salesforce Inc | +0.2% | +6.18% | 加碼 |
| 10 | V | Visa Inc-class A Shares | +0.2% | +0.49% | 加碼 |
| 11 | VT | Vanguard Tot World Stk ETF | +0.1% | +148.78% | 加碼 |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.10% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | +3.05% | 加碼 |
| 14 | MS | Morgan Stanley | +0.1% | +6.87% | 加碼 |
| 15 | GEV | GE Vernova Inc | +0.1% | — | 不變 |
| 16 | TMUS | T-mobile US Inc | +0.1% | +2.07% | 加碼 |
| 17 | IWY | Ishares Russell Top 200 Grow | +0.1% | -7.49% | 減碼 |
| 18 | VUG | Vanguard Growth ETF | +0.1% | -1.06% | 減碼 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不變 |
| 20 | BAC | Bank Of America CORP | +0.1% | -3.20% | 減碼 |
| 21 | CIEN | Ciena CORP | +0.1% | NEW | 新建倉 |
| 22 | TJX | Tjx Companies Inc | +0.1% | NEW | 新建倉 |
| 23 | VTV | Vanguard Value ETF | 0% | +1.07% | 加碼 |
| 24 | HD | Home Depot Inc | 0% | -1.44% | 減碼 |
| 25 | CAT | Caterpillar Inc | 0% | -0.87% | 減碼 |
| 26 | PEP | Pepsico Inc | 0% | +1.46% | 加碼 |
| 27 | SBUX | Starbucks CORP | 0% | -10.66% | 減碼 |
| 28 | VYM | Vanguard High Dvd Yield ETF | -0.1% | EXIT | 清倉 |
| 29 | GDXJ | Vaneck Junior Gold Miners | -0.1% | EXIT | 清倉 |
| 30 | CBT | Cabot CORP | -0.1% | EXIT | 清倉 |
| 31 | VCRB | Vanguard Core Bond ETF | -0.1% | -10.57% | 減碼 |
| 32 | ABBV | Abbvie Inc | -0.1% | -1.90% | 減碼 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -1.56% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -8.00% | 減碼 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | EXIT | 清倉 |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | -30.62% | 減碼 |
| 37 | LLY | Eli Lilly & Co | -0.1% | -15.37% | 減碼 |
| 38 | LMT | Lockheed Martin CORP | -0.1% | -0.67% | 減碼 |
| 39 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -3.75% | 減碼 |
| 40 | GE | General Electric | -0.1% | — | 不變 |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -2.39% | 減碼 |
| 42 | ADBE | Adobe Inc | -0.1% | -2.13% | 減碼 |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.2% | -2.02% | 減碼 |
| 44 | DHR | Danaher CORP | -0.2% | -0.11% | 減碼 |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -0.88% | 減碼 |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -47.61% | 減碼 |
| 47 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -4.80% | 減碼 |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | EXIT | 清倉 |
| 49 | VEU | Vanguard Ftse All-world Ex-u | -1.1% | -2.15% | 減碼 |
| 50 | BND | Vanguard Total Bond Market | -2.2% | -91.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Compton Wealth Advisory Group, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$5.0億，共申報了 108 個公開持股部位。
在 Q4 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 (10.8%)、IWY (7.6%)、VIG (6.3%)。其中最大持股部位 VEU 佔據整體投資組合約 10.8% 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
CIEN
市值: US$21.2萬
本季最大獲利了結 / 清倉標的
SHY
前期市值: US$115.9萬
在 Q4 2024 季度中，Compton Wealth Advisory Group, LLC 共進行了 47 項持倉異動，包含新建倉 2 個部位、加碼 17 個部位、減碼 23 個部位以及清倉 5 個部位。 其中最大新建倉標的為 CIEN。 本季清倉部位包含 SHY。
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。