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
532 檔
5.0%
Elevation Point Wealth Partners, LLC 在 Q3 2024 季度的美股部位總計估值為 US$54.0億，分散於 532 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2024 申報觀察，Elevation Point Wealth Partners, LLC 採取防禦導向的調倉策略，本季減碼 85 檔個股並出清 38 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Elevation Point Wealth Partners, LLC 的前 5 大核心持股（包含 AAPL, IVV, MSFT 等）合計佔整體申報市值的 5.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 532 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 | 18.23% | -0.32% | -10.47% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.42% | +0.05% | -4.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.36% | -21.12% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.39% | +0.14% | -27.41% | |
| 5 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.27% | -0.08% | +6.55% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.21% | +0.05% | +9.24% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.18% | +0.04% | -10.24% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.07% | +0.09% | +432.04% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | -0.07% | -15.14% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | -0.07% | -0.74% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.78% | -0.05% | -46.25% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | -0.10% | -3.28% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.72% | +0.14% | -36.68% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | -0.01% | -0.86% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.68% | — | +12.71% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.67% | +0.02% | +189.28% | |
| 17 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.66% | -0.04% | +3.53% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.64% | -0.05% | +1554.92% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.64% | +0.03% | -5.86% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.04% | -51.93% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 0.63% | -0.04% | -14.59% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.62% | -0.01% | -7.14% | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.62% | -0.20% | -12.97% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.54% | -0.49% | |
| 25 | DFSEUR | Discover Financial Services | 股票-其他 | 0.60% | — | -5.62% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.59% | -0.01% | -8.18% | |
| 27 | PGR | Progressive CORP | 股票-金融 | 0.59% | -0.01% | +4.52% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.57% | +0.04% | +2.90% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.02% | -12.81% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.56% | +0.01% | -11.14% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.56% | -0.02% | -19.11% | |
| 32 | AES | Aes CORP | 股票-公用事業 | 0.52% | — | +4.00% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 0.52% | -0.16% | EXIT | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | +0.04% | -2.06% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.51% | -0.01% | -4.20% | |
| 36 | C | Citigroup Inc | 股票-金融 | 0.51% | -0.01% | -17.34% | |
| 37 | NVR | Nvr Inc | 股票-循環性消費 | 0.50% | -0.01% | — | |
| 38 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.50% | -0.01% | -1.44% | |
| 39 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.50% | — | +558.81% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | +0.01% | -6.14% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.48% | -0.12% | +113.05% | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.48% | -0.02% | +18090.00% | |
| 43 | TCBK | Trico Bancshares | 股票-其他 | 0.48% | — | -1.75% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.48% | -0.01% | -5.90% | |
| 45 | NSC | Norfolk Southern CORP | 股票-工業 | 0.47% | -0.01% | -0.41% | |
| 46 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.47% | +0.01% | NEW | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.47% | -0.09% | -13.94% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.46% | +0.02% | NEW | |
| 49 | PPG | Ppg Industries Inc | 股票-原物料 | 0.46% | -0.01% | — | |
| 50 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.45% | -1.05% | -5.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.6% | -10.47% | 減碼 |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.9% | +432.04% | 加碼 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.6% | -4.34% | 減碼 |
| 4 | CRM | Salesforce Inc | +0.5% | +18090.00% | 加碼 |
| 5 | MRK | Merck & Co. Inc. | +0.5% | +189.28% | 加碼 |
| 6 | NKE | Nike Inc -cl B | +0.5% | +558.81% | 加碼 |
| 7 | HON | Honeywell International Inc | +0.4% | +461.64% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | +1554.92% | 加碼 |
| 9 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +113.05% | 加碼 |
| 10 | JPIE | Jpmorgan Income ETF | +0.3% | +6.55% | 加碼 |
| 11 | XLK | Ss Technology Select Sector | +0.3% | +9.24% | 加碼 |
| 12 | PGR | Progressive CORP | +0.2% | +4.52% | 加碼 |
| 13 | SPOT | Spotify Technology S.A. | +0.2% | +3.53% | 加碼 |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +12.71% | 加碼 |
| 15 | META | Meta Platforms Inc-class A | +0.2% | -3.28% | 減碼 |
| 16 | VYM | Vanguard High Dvd Yield ETF | +0.2% | -0.74% | 減碼 |
| 17 | NVR | Nvr Inc | +0.2% | — | 不變 |
| 18 | AES | Aes CORP | +0.2% | +4.00% | 加碼 |
| 19 | PG | Procter & Gamble Co/the | +0.2% | -0.86% | 減碼 |
| 20 | NSC | Norfolk Southern CORP | +0.1% | -0.41% | 減碼 |
| 21 | ABBV | Abbvie Inc | +0.1% | -4.20% | 減碼 |
| 22 | GFL | Gfl Environmental Inc-sub Vt | +0.1% | +101.64% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.1% | +27.54% | 加碼 |
| 24 | AON | Aon plc | +0.1% | +2.11% | 加碼 |
| 25 | IBM | Intl Business Machines CORP | +0.1% | -11.17% | 減碼 |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | -2.06% | 減碼 |
| 27 | TSLA | Tesla Inc | +0.1% | +3.73% | 加碼 |
| 28 | ARKK | Ark Innovation ETF | +0.1% | +9.36% | 加碼 |
| 29 | GLD | Spdr Gold Shares | +0.1% | -5.87% | 減碼 |
| 30 | MRSH | Marsh & Mclennan Cos | +0.1% | +72.73% | 加碼 |
| 31 | APP | Applovin Corp-class A | +0.1% | -7.61% | 減碼 |
| 32 | NVS | Novartis Ag-sponsored Adr | +0.1% | +29.52% | 加碼 |
| 33 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.67% | 加碼 |
| 34 | SBAC | Sba Communications CORP | +0.1% | -12.41% | 減碼 |
| 35 | USFD | US Foods Holding CORP | +0.1% | +94.75% | 加碼 |
| 36 | GSK | Gsk Plc-spon Adr | +0.1% | +104.56% | 加碼 |
| 37 | RDVY | First Trust Rising Dividend | +0.1% | +5.90% | 加碼 |
| 38 | BAH | Booz Allen Hamilton Holdings | +0.1% | +6.38% | 加碼 |
| 39 | NWG | Natwest Group PLC -spon Adr | +0.1% | +500.32% | 加碼 |
| 40 | MCD | Mcdonald's CORP | +0.1% | +52.39% | 加碼 |
| 41 | XLF | Ss Financial Select Sector | +0.1% | -14.59% | 減碼 |
| 42 | DGRO | Ishares Core Dividend Growth | +0.1% | +2.70% | 加碼 |
| 43 | TMUS | T-mobile US Inc | +0.1% | -4.39% | 減碼 |
| 44 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -8.18% | 減碼 |
| 45 | ONTO | Onto Innovation Inc | +0.1% | +183.02% | 加碼 |
| 46 | CPNG | Coupang Inc | +0.1% | +11.74% | 加碼 |
| 47 | ADP | Automatic Data Processing | +0.1% | +8.16% | 加碼 |
| 48 | ACN | Accenture plc | +0.1% | -19.11% | 減碼 |
| 49 | CVS | Cvs Health CORP | +0.1% | -11.14% | 減碼 |
| 50 | VRT | Vertiv Holdings Co-a | +0.1% | +33.13% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Elevation Point Wealth Partners, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$54.0億，共申報了 532 個公開持股部位。
在 Q3 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 (18.2%)、IVV (3.4%)、MSFT (1.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 18.2% 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
PPG
市值: US$479.6萬
本季最大獲利了結 / 清倉標的
SPYV
前期市值: US$6696.3萬
在 Q3 2024 季度中，Elevation Point Wealth Partners, LLC 共進行了 199 項持倉異動，包含新建倉 29 個部位、加碼 47 個部位、減碼 85 個部位以及清倉 38 個部位。 其中最大新建倉標的為 PPG。 本季清倉部位包含 SPYV。
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。