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: 0001744349
申報總市值
US$54.0億
US$54.0億
533 檔
7.0%
根據最新整理的 13F 季度數據集，Elevation Point Wealth Partners, LLC 於 Q2 2024 結束時的管理資產規模為 US$54.0億。該機構在本季度申報了 533 檔美股持倉，呈現出該時期的主要投資地圖。
Elevation Point Wealth Partners, LLC 在 Q2 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 31 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，Elevation Point Wealth Partners, LLC 的前 5 大持股（包含 AAPL, SPYV, SPYG）貢獻了組合市值的 7.0%，形成該機構在 Q2 2024 季度的基本面基石。
僅顯示前 200 大持股（共 533 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 | 15.61% | -0.32% | -13.11% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 5.30% | +0.86% | NEW | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.66% | +0.72% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.80% | +0.05% | -11.16% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 2.53% | +0.20% | NEW | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.22% | +0.06% | +3.32% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.74% | +0.14% | -7.17% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | -0.36% | -0.54% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.25% | -0.05% | +1.87% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.19% | +0.04% | -22.16% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.96% | -0.08% | +3.83% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | -0.04% | +2.30% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.91% | +0.05% | -14.43% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.07% | +1008.68% | |
| 15 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.86% | -0.03% | +0.07% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.82% | +0.14% | +27.57% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.63% | -0.07% | +0.27% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | +0.02% | -0.85% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | -0.10% | -3.81% | |
| 20 | XLF | Ss Financial Select Sector | ETF-其他 | 0.55% | -0.04% | -3.83% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.55% | -0.01% | -4.09% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.54% | -0.01% | -8.92% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.54% | +0.03% | -1.01% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.53% | -0.01% | +32.14% | |
| 25 | GLW | Corning Inc | 股票-科技 | 0.52% | +0.02% | -8.44% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.52% | -0.20% | -3.87% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.51% | -0.01% | +46.06% | |
| 28 | C | Citigroup Inc | 股票-金融 | 0.51% | -0.01% | -13.67% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.54% | +0.73% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.49% | +0.01% | -3.42% | |
| 31 | DFSEUR | Discover Financial Services | 股票-其他 | 0.49% | — | -21.93% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.49% | -0.02% | +32.84% | |
| 33 | FDX | Fedex CORP | 股票-工業 | 0.49% | -0.02% | — | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.48% | +0.02% | NEW | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.02% | -12.79% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.48% | — | -2.76% | |
| 37 | EMN | Eastman Chemical Co | 股票-原物料 | 0.46% | — | -13.94% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.46% | +0.04% | +82.75% | |
| 39 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.45% | -0.04% | +36.10% | |
| 40 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.44% | -0.01% | -13.70% | |
| 41 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.44% | — | -13.11% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | +0.01% | +5.01% | |
| 43 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.41% | -0.02% | -13.63% | |
| 44 | EG | Everest Group, Ltd. | 股票-金融 | 0.41% | -0.01% | -13.11% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.41% | -0.09% | +1.45% | |
| 46 | DG | Dollar General CORP | 股票-非循環性消費 | 0.40% | — | -11.44% | |
| 47 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.40% | -0.01% | -2.54% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.40% | +0.04% | +1.44% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.39% | -0.01% | +0.13% | |
| 50 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.39% | — | -14.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | -13.11% | 減碼 |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | +2.69% | 加碼 |
| 3 | AES | Aes CORP | +0.3% | +1693.49% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | +1008.68% | 加碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +82.75% | 加碼 |
| 6 | QUS | Ss Spdr Msci U Stratfact ETF | +0.3% | +5.85% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.17% | 減碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | +27.57% | 加碼 |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +46.06% | 加碼 |
| 10 | SPOT | Spotify Technology S.A. | +0.2% | +36.10% | 加碼 |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +75.86% | 加碼 |
| 12 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +32.14% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +1.87% | 加碼 |
| 14 | APP | Applovin Corp-class A | +0.1% | +557.47% | 加碼 |
| 15 | SHEL | Shell Plc-adr | +0.1% | +154.18% | 加碼 |
| 16 | MNST | Monster Beverage CORP | +0.1% | +351.39% | 加碼 |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +0.51% | 加碼 |
| 18 | BWA | Borgwarner Inc | -0.1% | -12.78% | 減碼 |
| 19 | EMN | Eastman Chemical Co | -0.1% | -13.94% | 減碼 |
| 20 | TEAM | Atlassian Corp-cl A | -0.1% | -25.53% | 減碼 |
| 21 | CSCO | Cisco Systems Inc | -0.1% | -12.79% | 減碼 |
| 22 | ICLR | ICON Public Limited Company | -0.1% | -16.80% | 減碼 |
| 23 | MELI | Mercadolibre Inc | -0.1% | -35.14% | 減碼 |
| 24 | CMCSA | Comcast Corp-class A | -0.1% | -3.87% | 減碼 |
| 25 | FERG | Ferguson Enterprises Inc. | -0.1% | -16.80% | 減碼 |
| 26 | AON | Aon plc | -0.1% | -18.12% | 減碼 |
| 27 | ABT | Abbott Laboratories | -0.1% | -26.63% | 減碼 |
| 28 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -34.16% | 減碼 |
| 29 | SHW | Sherwin-williams Co/the | -0.1% | +0.07% | 加碼 |
| 30 | DIS | Walt Disney Co/the | -0.1% | -7.08% | 減碼 |
| 31 | HAL | Halliburton Co | -0.1% | -12.53% | 減碼 |
| 32 | KDP | Keurig Dr Pepper Inc | -0.1% | -68.89% | 減碼 |
| 33 | DFSEUR | Discover Financial Services | -0.1% | -21.93% | 減碼 |
| 34 | DG | Dollar General CORP | -0.1% | -11.44% | 減碼 |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | -11.16% | 減碼 |
| 36 | CP | Canadian Pacific Kansas City | -0.1% | -34.00% | 減碼 |
| 37 | ASML | ASML Holding N.V. | -0.1% | -38.06% | 減碼 |
| 38 | RACE | Ferrari N.V. | -0.1% | -34.48% | 減碼 |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -32.01% | 減碼 |
| 40 | CVS | Cvs Health CORP | -0.2% | -3.42% | 減碼 |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | -8.92% | 減碼 |
| 42 | ORCL | Oracle CORP | -0.5% | -81.76% | 減碼 |
| 43 | RTX | Rtx CORP | -0.5% | -94.57% | 減碼 |
| 44 | NEE | Nextera Energy Inc | -0.6% | -82.80% | 減碼 |
| 45 | FDX | Fedex CORP | — | NEW | 新建倉 |
| 46 | CPNG | Coupang Inc | — | NEW | 新建倉 |
| 47 | CMI | Cummins Inc | — | EXIT | 清倉 |
| 48 | APD | Air Products & Chemicals Inc | — | EXIT | 清倉 |
| 49 | FSLR | First Solar Inc | — | EXIT | 清倉 |
| 50 | VST | Vistra CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Elevation Point Wealth Partners, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$54.0億，共申報了 533 個公開持股部位。
在 Q2 2024 季度，Elevation Point Wealth Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (15.6%)、SPYV (5.3%)、SPYG (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 15.6% 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
FDX
市值: US$615.0萬
本季最大獲利了結 / 清倉標的
CMI
前期市值: US$150.3萬
在 Q2 2024 季度中，Elevation Point Wealth Partners, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 16 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 FDX。 本季清倉部位包含 CMI。
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。