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: 0002031642
申報總市值
US$6.3億
US$6.3億
144 檔
17.3%
在 Q4 2024 的 13F 官方備案中，Drucker Wealth 3.0, LLC 管理的美股投資組合規模來到 US$6.3億，整體持股檔數為 144 檔。
數據顯示 Drucker Wealth 3.0, LLC 於 Q4 2024 季度持續回收資金，對 28 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Drucker Wealth 3.0, LLC 的前 5 大核心持股（包含 VOO, VYM, VTI 等）合計佔整體申報市值的 17.3%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.02% | +0.30% | +32.72% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.85% | -0.09% | +22.82% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.71% | +0.01% | +0.44% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.88% | +0.18% | +4.90% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 3.71% | -0.44% | +41.85% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.94% | -0.17% | +5.24% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.76% | +0.13% | +367.57% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.61% | -0.18% | +50.33% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.28% | +0.11% | +32.98% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | +0.01% | -0.25% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.14% | -0.02% | -0.63% | |
| 12 | VTC | Vanguard Total Corporate Bnd | ETF-投資等級公司債 | 2.00% | -0.11% | -14.39% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | -0.17% | +0.88% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.75% | -0.08% | -16.31% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.71% | +0.04% | -0.84% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.69% | -0.15% | +8.33% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.63% | -0.04% | +13.50% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.49% | -0.04% | +42.23% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 1.42% | -0.04% | -1.97% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.31% | -0.05% | -26.31% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.28% | -0.08% | +5.13% | |
| 22 | ENB | Enbridge Inc | 股票-能源 | 1.25% | -0.05% | -0.37% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 1.20% | -0.01% | -1.71% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 1.16% | -0.04% | — | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -0.37% | -2.10% | |
| 26 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.09% | -0.02% | -1.33% | |
| 27 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 1.09% | +0.01% | -0.21% | |
| 28 | ETR | Entergy CORP | 股票-公用事業 | 1.07% | -0.05% | +104.33% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | +0.14% | -0.37% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.02% | -0.09% | -12.00% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.03% | -7.33% | |
| 32 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.96% | — | -4.69% | |
| 33 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.87% | -0.02% | -17.34% | |
| 34 | EIX | Edison International | 股票-公用事業 | 0.87% | -0.01% | -15.28% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.86% | +0.03% | -0.03% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.84% | -0.04% | -2.44% | |
| 37 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.82% | -0.02% | +321.19% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | +0.09% | +25.18% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.76% | — | -1.02% | |
| 40 | OMC | Omnicom Group | 股票-通訊服務 | 0.74% | -0.03% | -3.99% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.73% | -0.09% | -16.35% | |
| 42 | TFC | Truist Financial CORP | 股票-金融 | 0.73% | -0.02% | -0.73% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | -4.43% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.64% | -0.04% | -6.46% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.62% | +0.07% | -7.31% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.59% | -0.03% | -4.13% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工業 | 0.59% | — | -11.64% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.58% | -0.01% | +20.10% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.57% | +0.06% | -6.53% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.56% | -0.02% | -4.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +2.1% | +367.57% | 加碼 |
| 2 | VOO | Vanguard S&p 500 ETF | +1.9% | +32.72% | 加碼 |
| 3 | BLK | Blackrock Inc | +1.2% | NEW | 新建倉 |
| 4 | BND | Vanguard Total Bond Market | +0.9% | +41.85% | 加碼 |
| 5 | VB | Vanguard Small-cap ETF | +0.8% | +50.33% | 加碼 |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.7% | +22.82% | 加碼 |
| 7 | BDX | Becton Dickinson And Co | +0.6% | +321.19% | 加碼 |
| 8 | VGT | Vanguard Info Tech ETF | +0.6% | +32.98% | 加碼 |
| 9 | VO | Vanguard Mid-cap ETF | +0.4% | +42.23% | 加碼 |
| 10 | CGCB | Cap Group Core Bond | +0.4% | NEW | 新建倉 |
| 11 | AAPL | Apple Inc | +0.3% | +4.90% | 加碼 |
| 12 | FBND | Fidelity Total Bond ETF | +0.2% | NEW | 新建倉 |
| 13 | WFC | Wells Fargo & Co | +0.2% | -1.97% | 減碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | -0.84% | 減碼 |
| 15 | NVDA | Nvidia CORP | +0.2% | +25.18% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -0.25% | 減碼 |
| 17 | NYF | Ishares New York Muni Bond E | +0.2% | NEW | 新建倉 |
| 18 | ETR | Entergy CORP | +0.1% | +104.33% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.1% | +10.97% | 加碼 |
| 20 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.37% | 減碼 |
| 22 | VUG | Vanguard Growth ETF | +0.1% | -0.63% | 減碼 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.44% | 加碼 |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | EXIT | 清倉 |
| 25 | DGRO | Ishares Core Dividend Growth | -0.1% | -61.53% | 減碼 |
| 26 | UPS | United Parcel Service-cl B | -0.2% | -11.64% | 減碼 |
| 27 | KO | Coca-cola Co/the | -0.2% | -1.02% | 減碼 |
| 28 | SBUX | Starbucks CORP | -0.2% | -4.69% | 減碼 |
| 29 | LAMR | Lamar Advertising Co-a | -0.2% | -0.21% | 減碼 |
| 30 | BSV | Vanguard Short-term Bond ETF | -0.2% | -23.44% | 減碼 |
| 31 | XOM | Exxon Mobil CORP | -0.2% | -2.10% | 減碼 |
| 32 | IQV | Iqvia Holdings Inc | -0.2% | -21.91% | 減碼 |
| 33 | AMGN | Amgen Inc | -0.2% | -4.13% | 減碼 |
| 34 | OMC | Omnicom Group | -0.2% | -3.99% | 減碼 |
| 35 | PFE | Pfizer Inc | -0.3% | -28.18% | 減碼 |
| 36 | ELV | Elevance Health Inc | -0.3% | -23.02% | 減碼 |
| 37 | AMT | American Tower CORP | -0.3% | -13.67% | 減碼 |
| 38 | GPC | Genuine Parts Co | -0.3% | -15.22% | 減碼 |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.3% | +5.24% | 加碼 |
| 40 | GSK | Gsk Plc-spon Adr | -0.3% | -17.93% | 減碼 |
| 41 | MDT | Medtronic plc | -0.3% | -16.35% | 減碼 |
| 42 | EIX | Edison International | -0.3% | -15.28% | 減碼 |
| 43 | CMCSA | Comcast Corp-class A | -0.3% | -12.00% | 減碼 |
| 44 | HII | Huntington Ingalls Industrie | -0.3% | -32.50% | 減碼 |
| 45 | VXUS | Vanguard Total Intl Stock | -0.4% | -50.84% | 減碼 |
| 46 | VTC | Vanguard Total Corporate Bnd | -0.6% | -14.39% | 減碼 |
| 47 | BNDX | Vanguard Total Intl Bond ETF | -0.6% | -26.31% | 減碼 |
| 48 | VYMI | Vanguard Int High Dvd Yld In | -0.6% | -16.31% | 減碼 |
| 49 | WMB | Williams Cos Inc | -0.8% | EXIT | 清倉 |
| 50 | BLKCHF | Blackrock Inc | -1.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Drucker Wealth 3.0, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.3億，共申報了 144 個公開持股部位。
在 Q4 2024 季度，Drucker Wealth 3.0, LLC 按市值排列的前三大核心持股分別為：VOO (8.0%)、VYM (4.8%)、VTI (4.7%)。其中最大持股部位 VOO 佔據整體投資組合約 8.0% 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
BLK
市值: US$501.3萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$465.7萬
在 Q4 2024 季度中，Drucker Wealth 3.0, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 14 個部位、減碼 28 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。