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: 0001948780
申報總市值
US$722.4億
US$722.4億
2351 檔
13.3%
截至 Q4 2024 季度末，Corient Private Wealth LP 的美股持倉估值約為 US$722.4億，全數申報部位共有 2351 檔。
Corient Private Wealth LP 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 143 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Corient Private Wealth LP 的前 5 大持股（包含 AAPL, MSFT, AMZN）貢獻了組合市值的 13.3%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 2351 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 | AAPL | Apple Inc | 股票-科技 | 4.94% | +0.32% | -0.10% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.29% | -0.39% | -5.84% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.60% | +0.08% | -0.05% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.08% | -0.07% | -0.53% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.03% | +0.25% | -5.66% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | -0.24% | -14.19% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.74% | +0.66% | -0.20% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.70% | -0.05% | +8.40% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.48% | +0.12% | +1.56% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | -0.04% | -1.11% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | +0.08% | -4.56% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.30% | -0.04% | -3.09% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | +0.04% | -3.57% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.09% | +0.04% | +1.90% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.05% | -0.06% | -30.26% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.96% | +0.09% | -5.76% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.88% | -0.19% | -9.25% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.85% | -0.02% | +18.45% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.77% | -0.11% | -5.68% | |
| 20 | ROP | Roper Technologies Inc | 股票-科技 | 0.76% | -0.14% | -0.92% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | -0.06% | -3.64% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.10% | -7.29% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.73% | -0.39% | -1.26% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.69% | -0.58% | +3.45% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.69% | +0.04% | +2.48% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 0.66% | -0.08% | +1.10% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | +0.09% | +16.10% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.62% | -0.01% | +27.56% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.62% | -0.15% | -1.93% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.12% | +0.76% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.59% | -0.13% | -12.59% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.13% | -12.67% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.27% | -7.33% | |
| 34 | SPGI | S&p Global Inc | 股票-金融 | 0.52% | -0.07% | +10.54% | |
| 35 | NOW | Servicenow Inc | 股票-科技 | 0.52% | -0.03% | +12.51% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.52% | -0.03% | -2.89% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.51% | +0.01% | -15.76% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | -0.26% | +0.11% | |
| 39 | DHR | Danaher CORP | 股票-醫療保健 | 0.50% | -0.05% | +0.77% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.50% | -0.10% | -3.15% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.49% | +0.03% | -6.68% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.47% | — | -2.04% | |
| 43 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.45% | +0.33% | +106.36% | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.45% | +0.05% | +11.99% | |
| 45 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.45% | -0.04% | -6.73% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.44% | -0.24% | +0.92% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.43% | +0.01% | -15.33% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | -0.08% | -15.48% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.43% | -0.01% | -4.18% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.42% | +0.24% | -0.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -0.10% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.5% | -0.05% | 減碼 |
| 3 | AVGO | Broadcom Inc | +0.5% | +1.56% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +8.40% | 加碼 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +16.10% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -0.20% | 減碼 |
| 7 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 8 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 9 | BKNG | Booking Holdings Inc | +0.2% | +198.92% | 加碼 |
| 10 | MA | Mastercard Inc - A | +0.2% | +27.56% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.2% | -3.57% | 減碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -4.56% | 減碼 |
| 13 | COST | Costco Wholesale CORP | +0.2% | -0.53% | 減碼 |
| 14 | BR | Broadridge Financial Solutio | +0.2% | +882.94% | 加碼 |
| 15 | NOW | Servicenow Inc | +0.2% | +12.51% | 加碼 |
| 16 | HD | Home Depot Inc | +0.1% | +18.45% | 加碼 |
| 17 | PAYX | Paychex Inc | +0.1% | +107.00% | 加碼 |
| 18 | ADI | Analog Devices Inc | +0.1% | +62.28% | 加碼 |
| 19 | NVR | Nvr Inc | +0.1% | +2599.10% | 加碼 |
| 20 | NFLX | Netflix Inc | +0.1% | +10.03% | 加碼 |
| 21 | VNQ | Vanguard Real Estate ETF | +0.1% | +15.46% | 加碼 |
| 22 | MASI* | Masimo CORP | +0.1% | +8847.07% | 加碼 |
| 23 | FAF | First American Financial | +0.1% | +13222.02% | 加碼 |
| 24 | IWV | Ishares Russell 3000 ETF | +0.1% | -4.79% | 減碼 |
| 25 | RACE | Ferrari N.V. | +0.1% | +1226.41% | 加碼 |
| 26 | LSTR | Landstar System Inc | +0.1% | +1207.26% | 加碼 |
| 27 | PRM | Perimeter Solutions Inc | +0.1% | NEW | 新建倉 |
| 28 | VEEV | Veeva Systems Inc-class A | +0.1% | +1281.11% | 加碼 |
| 29 | MRVL | Marvell Technology Inc | +0.1% | -14.19% | 減碼 |
| 30 | BND | Vanguard Total Bond Market | +0.1% | +11.99% | 加碼 |
| 31 | IEX | Idex CORP | +0.1% | +237.11% | 加碼 |
| 32 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 33 | TDG | Transdigm Group Inc | +0.1% | +180.86% | 加碼 |
| 34 | CRM | Salesforce Inc | +0.1% | +0.55% | 加碼 |
| 35 | WFC | Wells Fargo & Co | +0.1% | +0.19% | 加碼 |
| 36 | TSLA | Tesla Inc | +0.1% | -17.57% | 減碼 |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | +106.36% | 加碼 |
| 38 | SPGI | S&p Global Inc | +0.1% | +10.54% | 加碼 |
| 39 | AXP | American Express Co | +0.1% | -2.89% | 減碼 |
| 40 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.11% | 加碼 |
| 41 | USRT | Ishares Core US Reit ETF | +0.1% | -0.74% | 減碼 |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +476.99% | 加碼 |
| 43 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -3.28% | 減碼 |
| 44 | ILMN | Illumina Inc | +0.1% | +302.35% | 加碼 |
| 45 | ARES | Ares Management CORP - A | +0.1% | -1.43% | 減碼 |
| 46 | HON | Honeywell International Inc | +0.1% | +0.32% | 加碼 |
| 47 | ECL | Ecolab Inc | +0.1% | +19.45% | 加碼 |
| 48 | BN | Brookfield CORP | +0.1% | +0.78% | 加碼 |
| 49 | DIS | Walt Disney Co/the | +0.1% | -4.79% | 減碼 |
| 50 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +0.92% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Corient Private Wealth LP 在 Q4 2024 季度的美股持倉總市值約為 US$722.4億，共申報了 2351 個公開持股部位。
在 Q4 2024 季度，Corient Private Wealth LP 按市值排列的前三大核心持股分別為：AAPL (4.9%)、MSFT (4.3%)、AMZN (2.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.9% 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
LRCX
市值: US$1.5億
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$1.5億
在 Q4 2024 季度中，Corient Private Wealth LP 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 53 個部位、減碼 138 個部位以及清倉 5 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。