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: 0001848433
申報總市值
US$12.1億
US$12.1億
1976 檔
15.1%
Q4 2024 季度申報顯示，Coppell Advisory Solutions LLC 揭露的美股組合總市值為 US$12.1億，涵蓋 1976 個不同之權益投資部位。
在 Q4 2024，Coppell Advisory Solutions LLC 操作展現出積極擴展與加碼意向。本季共新建倉 13 個新部位，並對 107 個既有持股進行加碼（合計增持 120 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 FIXD, FTSM, KNG）占據了總市值的 15.1%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1976 檔）
| # | 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 | FIXD | First Trust Smith Opportunis | ETF-其他 | 12.01% | — | NEW | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 4.23% | — | NEW | |
| 3 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股與成長 | 3.22% | — | +7.64% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.03% | +0.02% | NEW | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.01% | -6.09% | +298.46% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 2.95% | +0.36% | NEW | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.94% | — | NEW | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 2.68% | +0.27% | NEW | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.65% | +0.14% | NEW | |
| 10 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 1.93% | — | NEW | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.68% | +0.91% | NEW | |
| 12 | PFLD | Aam Low Dur Pref & Inc Sec | ETF-其他 | 1.59% | — | +13.81% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.28% | -9.08% | +11.09% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | — | NEW | |
| 15 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-科技型 | 1.04% | +0.06% | NEW | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.04% | +0.65% | NEW | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.93% | +2.43% | NEW | |
| 18 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.92% | +0.01% | NEW | |
| 19 | FEX | First Trust Large Cap Core A | ETF-大型股與成長 | 0.90% | — | -1.09% | |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.90% | — | NEW | |
| 21 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.82% | — | NEW | |
| 22 | FDT | First Trust Develp Mkt Ex-us | ETF-其他 | 0.77% | — | NEW | |
| 23 | FTA | First Trust L C Val Alp | ETF-其他 | 0.76% | +0.10% | NEW | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | NEW | |
| 25 | ✓ | First Trust Capital Strength ETF | ETF-其他 | 0.70% | — | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.68% | — | -14.51% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.67% | — | +1017.65% | |
| 28 | ✓ | Invesco Qqq Tr | 股票-其他 | 0.65% | — | — | |
| 29 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.64% | — | +50.31% | |
| 30 | BRNY | Burney US Factor Rotation | ETF-其他 | 0.60% | -49.63% | +661.21% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | — | NEW | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.54% | +2.26% | NEW | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | — | +5.63% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | — | -2.97% | |
| 35 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.50% | — | +3041.37% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.47% | — | NEW | |
| 37 | FEP | First Trust Europe | ETF-其他 | 0.47% | — | NEW | |
| 38 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.46% | — | NEW | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | +0.19% | NEW | |
| 40 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.45% | +0.02% | NEW | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.44% | — | +0.32% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.44% | +0.33% | NEW | |
| 43 | MARM | Ftvestus Max Buff ETF March | ETF-其他 | 0.43% | +0.07% | NEW | |
| 44 | ✓ | 股票-其他 | 0.42% | — | — | ||
| 45 | HON | Honeywell International Inc | 股票-工業 | 0.42% | — | +3.84% | |
| 46 | FEM | First Trust Emerging Markets | ETF-新興市場 | 0.41% | — | NEW | |
| 47 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.41% | — | NEW | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.40% | — | NEW | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.39% | +0.28% | NEW | |
| 50 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.38% | +0.16% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FIXD | First Trust Smith Opportunis | +5.1% | +91.95% | 加碼 |
| 2 | AVGO | Broadcom Inc | +2.9% | +1512.34% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +2.3% | +298.46% | 加碼 |
| 4 | ✓ | First Trust Capital Strength ETF | +0.7% | NEW | 新建倉 |
| 5 | ✓ | Invesco Qqq Tr | +0.7% | NEW | 新建倉 |
| 6 | NFLX | Netflix Inc | +0.6% | +1017.65% | 加碼 |
| 7 | BRNY | Burney US Factor Rotation | +0.5% | +661.21% | 加碼 |
| 8 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.5% | +39.34% | 加碼 |
| 9 | PYPL | Paypal Holdings Inc | +0.5% | +3041.37% | 加碼 |
| 10 | ✓ | +0.4% | NEW | 新建倉 | |
| 11 | FTXO | First Trust Nasdaq Bank ETF | +0.3% | +1720.67% | 加碼 |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.3% | +13.45% | 加碼 |
| 13 | XRX | Xerox Holdings CORP | +0.3% | +200447.71% | 加碼 |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +41.41% | 加碼 |
| 15 | ✓ | First Tr Exchange-traded Fd | +0.3% | NEW | 新建倉 |
| 16 | DHS | Wisdomtree US High Dividend | +0.2% | NEW | 新建倉 |
| 17 | CLNE | Clean Energy Fuels CORP | +0.2% | +1635.83% | 加碼 |
| 18 | AAPL | Apple Inc | +0.2% | +11.09% | 加碼 |
| 19 | QTEC | First Trust Nasdq 100 Tech I | +0.2% | +50.31% | 加碼 |
| 20 | IWS | Ishares Russell Mid-cap Valu | +0.2% | +1453.99% | 加碼 |
| 21 | ✓ | Raytheon Technologies CORP | +0.2% | NEW | 新建倉 |
| 22 | BND | Vanguard Total Bond Market | +0.2% | +51.35% | 加碼 |
| 23 | DIS | Walt Disney Co/the | +0.1% | +163.89% | 加碼 |
| 24 | V | Visa Inc-class A Shares | +0.1% | NEW | 新建倉 |
| 25 | CRM | Salesforce Inc | +0.1% | +350.67% | 加碼 |
| 26 | AJG | Arthur J Gallagher & Co | +0.1% | +55.80% | 加碼 |
| 27 | NVDA | Nvidia CORP | +0.1% | +13.45% | 加碼 |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +299.23% | 加碼 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.96% | 加碼 |
| 30 | PFLD | Aam Low Dur Pref & Inc Sec | +0.1% | +13.81% | 加碼 |
| 31 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +75.90% | 加碼 |
| 32 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +55.48% | 加碼 |
| 33 | FXL | First Trust Technology Alpha | +0.1% | +57.22% | 加碼 |
| 34 | FXD | First Trust Consumer Discret | +0.1% | +50.46% | 加碼 |
| 35 | LMBS | First Trust Low Duration Opp | +0.1% | +54.30% | 加碼 |
| 36 | VEA | Vanguard Ftse Developed ETF | +0.1% | +269.85% | 加碼 |
| 37 | WFC | Wells Fargo & Co | +0.1% | -3.81% | 減碼 |
| 38 | FTLS | First Trust Long/short Eqty | +0.1% | +48.55% | 加碼 |
| 39 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +16.79% | 加碼 |
| 40 | VUG | Vanguard Growth ETF | +0.1% | +22.18% | 加碼 |
| 41 | FSIG | Ft LTD Duration Inv Grade | +0.1% | +60.63% | 加碼 |
| 42 | LGOV | First Tr Long Duration O-etf | +0.1% | +37.52% | 加碼 |
| 43 | FAAR | First Trust Alt Abs Ret ETF | +0.1% | +45.63% | 加碼 |
| 44 | OKE | Oneok Inc | +0.1% | +115.95% | 加碼 |
| 45 | JPM | Jpmorgan Chase & Co | 0% | -1.87% | 減碼 |
| 46 | GOOGL | Alphabet Inc-cl A | 0% | +7.68% | 加碼 |
| 47 | ZHDG | Zega Buy And Hedge ETF | 0% | +18.53% | 加碼 |
| 48 | JEPQ | JPM Nasdaq Equity Premium | 0% | +10.68% | 加碼 |
| 49 | FMF | First Trust Managed Futures | 0% | +25.13% | 加碼 |
| 50 | IEMG | Ishares Core Msci Emerging | 0% | +58.47% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Coppell Advisory Solutions LLC 在 Q4 2024 季度的美股持倉總市值約為 US$12.1億，共申報了 1976 個公開持股部位。
在 Q4 2024 季度，Coppell Advisory Solutions LLC 按市值排列的前三大核心持股分別為：FIXD (12.0%)、FTSM (4.2%)、KNG (3.2%)。其中最大持股部位 FIXD 佔據整體投資組合約 12.0% 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
FIRST TRUST CAPITAL STRENGTH ETF
市值: US$501.9萬
本季最大獲利了結 / 清倉標的
FTCS
前期市值: US$690.0萬
在 Q4 2024 季度中，Coppell Advisory Solutions LLC 共進行了 200 項持倉異動，包含新建倉 13 個部位、加碼 107 個部位、減碼 67 個部位以及清倉 13 個部位。 其中最大新建倉標的為 FIRST TRUST CAPITAL STRENGTH ETF。 本季清倉部位包含 FTCS。
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。