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: 0001717658
申報總市值
US$4.6億
US$4.6億
109 檔
24.6%
在 Q4 2024 的 13F 官方備案中，DeDora Capital, Inc. 管理的美股投資組合規模來到 US$4.6億，整體持股檔數為 109 檔。
在 Q4 2024 期間，DeDora Capital, Inc. 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 3 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 VUG, VYM, IVV）累計市值佔比達 24.6%，是驅動 DeDora Capital, Inc. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
LRCX
市值: US$39.1萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$46.8萬
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 8.26% | -0.44% | -1.33% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.40% | -1.20% | -0.69% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.63% | +0.42% | +0.07% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 4.99% | -0.68% | +0.56% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.75% | +0.57% | +0.91% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-其他 | 4.09% | +0.55% | +0.98% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 4.08% | -0.02% | -2.27% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.92% | +0.05% | -1.65% | |
| 9 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 3.30% | — | +3.61% | |
| 10 | VCEB | Vanguard Esg US CORP Bond | ETF-投資等級公司債 | 2.93% | -0.29% | +1.35% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.44% | -0.08% | -0.69% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.30% | -0.02% | -1.82% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.06% | -0.07% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.24% | -0.06% | -3.87% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 2.13% | -0.01% | -2.15% | |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 2.04% | +0.31% | +1.19% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.79% | +0.10% | -1.51% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.43% | -0.01% | -0.51% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | +0.15% | +0.98% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | +0.01% | -0.66% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.29% | +0.11% | +0.51% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.25% | +0.17% | -0.28% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.13% | +0.12% | +0.04% | |
| 24 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 1.08% | +0.05% | +0.44% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.03% | -0.15% | -0.84% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | -0.11% | -0.38% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.92% | +0.14% | +0.39% | |
| 28 | APP | Applovin Corp-class A | 股票-科技 | 0.82% | +0.11% | — | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | — | -0.03% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.78% | +0.05% | -0.39% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.74% | -0.13% | +0.15% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.73% | -0.13% | -0.40% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.69% | -0.02% | — | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | -0.05% | -1.41% | |
| 35 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.64% | +0.26% | -5.46% | |
| 36 | CMF | Ishares California Muni Bond | ETF-其他 | 0.64% | -0.13% | -1.03% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.63% | -0.14% | +1.14% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.63% | — | +2.12% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.63% | -0.21% | +0.52% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | -0.21% | -3.51% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | -0.02% | +2.16% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | -0.06% | -0.23% | |
| 43 | FTCS | First Trust Capital Strength | ETF-其他 | 0.57% | -0.05% | -6.03% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | +0.18% | -0.24% | |
| 45 | LIN | Linde plc | 股票-原物料 | 0.50% | -0.05% | -0.80% | |
| 46 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型股與成長 | 0.44% | +0.12% | — | |
| 47 | CGSD | Cap Group Short Duration | ETF-其他 | 0.43% | -0.05% | -0.13% | |
| 48 | AMGN | Amgen Inc | 股票-醫療保健 | 0.40% | -0.05% | +3.04% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.39% | -0.08% | -0.77% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.38% | -0.08% | -0.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.7% | -2.15% | 減碼 |
| 2 | APP | Applovin Corp-class A | +0.5% | — | 不變 |
| 3 | AVGO | Broadcom Inc | +0.4% | -1.51% | 減碼 |
| 4 | VUG | Vanguard Growth ETF | +0.3% | -1.33% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.3% | -1.82% | 減碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +0.51% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | -0.66% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.04% | 加碼 |
| 9 | CRM | Salesforce Inc | +0.1% | +0.15% | 加碼 |
| 10 | AAPL | Apple Inc | +0.1% | -2.27% | 減碼 |
| 11 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 12 | NFLX | Netflix Inc | +0.1% | -3.51% | 減碼 |
| 13 | NVDA | Nvidia CORP | +0.1% | -3.87% | 減碼 |
| 14 | V | Visa Inc-class A Shares | +0.1% | -0.03% | 減碼 |
| 15 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | +1.19% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | +1.14% | 加碼 |
| 18 | BA | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 19 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +21.83% | 加碼 |
| 20 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +4.47% | 加碼 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.98% | 加碼 |
| 22 | DIS | Walt Disney Co/the | 0% | -2.02% | 減碼 |
| 23 | VB | Vanguard Small-cap ETF | 0% | +0.91% | 加碼 |
| 24 | IVV | Ishares Core S&p 500 ETF | — | +0.07% | 加碼 |
| 25 | CGMS | Cap Group US Multi-sect Bond | 0% | +3.61% | 加碼 |
| 26 | DHR | Danaher CORP | -0.1% | -0.88% | 減碼 |
| 27 | AVTR | Avantor Inc | -0.1% | — | 不變 |
| 28 | NEE | Nextera Energy Inc | -0.1% | -0.44% | 減碼 |
| 29 | UBER | Uber Technologies Inc | -0.1% | +1.84% | 加碼 |
| 30 | LMT | Lockheed Martin CORP | -0.1% | +0.10% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -1.07% | 減碼 |
| 32 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 33 | FTCS | First Trust Capital Strength | -0.1% | -6.03% | 減碼 |
| 34 | LIN | Linde plc | -0.1% | -0.80% | 減碼 |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | — | 不變 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -20.45% | 減碼 |
| 37 | AMGN | Amgen Inc | -0.1% | +3.04% | 加碼 |
| 38 | LLY | Eli Lilly & Co | -0.1% | -0.24% | 減碼 |
| 39 | VSGX | Vanguard Esg Intl Stock ETF | -0.1% | +0.39% | 加碼 |
| 40 | MSFT | Microsoft CORP | -0.1% | -0.07% | 減碼 |
| 41 | HD | Home Depot Inc | -0.1% | -0.51% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.1% | -0.39% | 減碼 |
| 43 | AMD | Advanced Micro Devices | -0.1% | +0.86% | 加碼 |
| 44 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -0.69% | 減碼 |
| 45 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 46 | VCEB | Vanguard Esg US CORP Bond | -0.2% | +1.35% | 加碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | -0.28% | 減碼 |
| 48 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -0.69% | 減碼 |
| 49 | FBND | Fidelity Total Bond ETF | -0.3% | +0.56% | 加碼 |
| 50 | CGXU | Cap Group Intl Focus | -0.4% | +0.98% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，DeDora Capital, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$4.6億，共申報了 109 個公開持股部位。
在 Q4 2024 季度，DeDora Capital, Inc. 按市值排列的前三大核心持股分別為：VUG (8.3%)、VYM (7.4%)、IVV (5.6%)。其中最大持股部位 VUG 佔據整體投資組合約 8.3% 的權重。
在 Q4 2024 季度中，DeDora Capital, Inc. 共進行了 47 項持倉異動，包含新建倉 3 個部位、加碼 19 個部位、減碼 23 個部位以及清倉 2 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。
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。
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。