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: 0001978885
申報總市值
US$419.2億
US$419.2億
502 檔
21.3%
根據最新整理的 13F 季度數據集，Empower Advisory Group, LLC 於 Q3 2024 結束時的管理資產規模為 US$419.2億。該機構在本季度申報了 502 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，Empower Advisory Group, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 148 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 SCHF, IWM, VWO）占據了總市值的 21.3%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 502 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 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 11.50% | +0.13% | +3.44% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.73% | +0.15% | +2.56% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.12% | +0.10% | +2.57% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.04% | -0.07% | +4.91% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.76% | +0.16% | +1.11% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.22% | -0.05% | +4.26% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.22% | -0.09% | +5.08% | |
| 8 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.51% | -0.30% | +0.75% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 2.44% | -0.02% | +2.02% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-其他 | 2.41% | -0.03% | +4.46% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.14% | +0.46% | +2.92% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.02% | — | +4.34% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.85% | -0.03% | +2.89% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.62% | -0.03% | -0.39% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.59% | +0.14% | -0.42% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.52% | +0.06% | -0.56% | |
| 17 | EBND | State Street Spdr Bloomberg | ETF-其他 | 1.45% | +0.01% | +4.47% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | -0.03% | +0.30% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.20% | -0.31% | +7.47% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.19% | -0.01% | +4.94% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | +0.14% | +0.78% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.14% | +0.04% | +0.60% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.05% | +0.05% | +4.48% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.97% | +0.07% | +4.69% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | -0.01% | +1.10% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.81% | -0.14% | +1.82% | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 0.75% | +0.05% | +0.78% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | — | +1.66% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | +0.03% | +0.53% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.70% | +0.02% | +1.95% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-其他 | 0.70% | -0.01% | -0.30% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | — | +2.13% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.19% | +3.07% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.55% | +0.01% | -1.99% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 0.52% | -0.13% | +0.80% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.51% | -0.06% | +1.85% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | -0.06% | +1.05% | |
| 38 | ECL | Ecolab Inc | 股票-原物料 | 0.49% | -0.10% | +0.97% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | +0.03% | +0.79% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.47% | +0.19% | +2.13% | |
| 41 | AMGN | Amgen Inc | 股票-醫療保健 | 0.46% | -0.01% | +0.64% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | -0.02% | -10.07% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | +0.02% | +1.66% | |
| 44 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.44% | +0.02% | +9.31% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事業 | 0.44% | -0.04% | +1.84% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | -0.01% | +4.54% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.43% | +0.02% | +1.12% | |
| 48 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.43% | -0.01% | +3.54% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.42% | +0.15% | +4.25% | |
| 50 | SO | Southern Co/the | 股票-公用事業 | 0.42% | -0.03% | +1.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +0.3% | +1.11% | 加碼 |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | +0.2% | +2.02% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.1% | +0.78% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.1% | +7175.52% | 加碼 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.57% | 加碼 |
| 6 | TMUS | T-mobile US Inc | +0.1% | +8328.83% | 加碼 |
| 7 | SCHF | Schwab Intl Equity ETF | +0.1% | +3.44% | 加碼 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.1% | +2.56% | 加碼 |
| 9 | IAU | Ishares Gold Trust | +0.1% | +0.75% | 加碼 |
| 10 | SBUX | Starbucks CORP | +0.1% | +9.31% | 加碼 |
| 11 | WMT | Walmart Inc | +0.1% | +1.82% | 加碼 |
| 12 | SHW | Sherwin-williams Co/the | +0.1% | +2.74% | 加碼 |
| 13 | PYPL | Paypal Holdings Inc | +0.1% | +4.14% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.1% | +1.85% | 加碼 |
| 15 | NEM | Newmont CORP | +0.1% | +1.29% | 加碼 |
| 16 | MTCH | Match Group Inc | +0.1% | +8.35% | 加碼 |
| 17 | SCHA | Schwab US Small-cap ETF | 0% | +2.92% | 加碼 |
| 18 | META | Meta Platforms Inc-class A | 0% | +1.10% | 加碼 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.66% | 加碼 |
| 20 | HD | Home Depot Inc | 0% | +1.66% | 加碼 |
| 21 | APD | Air Products & Chemicals Inc | 0% | +3.54% | 加碼 |
| 22 | FTNT | Fortinet Inc | 0% | +4.16% | 加碼 |
| 23 | MAS | Masco CORP | 0% | +1.52% | 加碼 |
| 24 | POOL | Pool CORP | 0% | +5.49% | 加碼 |
| 25 | ALB | Albemarle CORP | 0% | +28.69% | 加碼 |
| 26 | VGLT | Vanguard Long-term Treasury | 0% | +4.34% | 加碼 |
| 27 | MA | Mastercard Inc - A | 0% | +1.95% | 加碼 |
| 28 | UNH | Unitedhealth Group Inc | 0% | +2.13% | 加碼 |
| 29 | DUK | Duke Energy CORP | 0% | +1.84% | 加碼 |
| 30 | SO | Southern Co/the | 0% | +1.62% | 加碼 |
| 31 | CAT | Caterpillar Inc | 0% | +1.15% | 加碼 |
| 32 | ES | Eversource Energy | 0% | +3.51% | 加碼 |
| 33 | PPL | Ppl CORP | 0% | +2.83% | 加碼 |
| 34 | AEP | American Electric Power | 0% | +4.24% | 加碼 |
| 35 | EBND | State Street Spdr Bloomberg | 0% | +4.47% | 加碼 |
| 36 | T | At&t Inc | 0% | +1.46% | 加碼 |
| 37 | EMN | Eastman Chemical Co | 0% | +2.47% | 加碼 |
| 38 | PNW | Pinnacle West Capital | 0% | +1.96% | 加碼 |
| 39 | EVRG | Evergy Inc | 0% | +3.88% | 加碼 |
| 40 | AES | Aes CORP | 0% | +5.82% | 加碼 |
| 41 | LIN | Linde plc | 0% | +6.92% | 加碼 |
| 42 | CVS | Cvs Health CORP | 0% | +11.47% | 加碼 |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +2.89% | 加碼 |
| 44 | UPS | United Parcel Service-cl B | 0% | +13.59% | 加碼 |
| 45 | IBKR | Interactive Brokers Gro-cl A | 0% | +1.09% | 加碼 |
| 46 | GS | Goldman Sachs Group Inc | 0% | +1.12% | 加碼 |
| 47 | KO | Coca-cola Co/the | 0% | +2.45% | 加碼 |
| 48 | ITW | Illinois Tool Works | 0% | +2.98% | 加碼 |
| 49 | SRE | Sempra | 0% | +2.70% | 加碼 |
| 50 | 6D8 | Dupont De Nemours Inc | 0% | +2.03% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Empower Advisory Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$419.2億，共申報了 502 個公開持股部位。
在 Q3 2024 季度，Empower Advisory Group, LLC 按市值排列的前三大核心持股分別為：SCHF (11.5%)、IWM (5.7%)、VWO (5.1%)。其中最大持股部位 SCHF 佔據整體投資組合約 11.5% 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
AHR
市值: US$67.9萬
本季最大獲利了結 / 清倉標的
LNG
前期市值: US$102.2萬
在 Q3 2024 季度中，Empower Advisory Group, LLC 共進行了 200 項持倉異動，包含新建倉 6 個部位、加碼 142 個部位、減碼 48 個部位以及清倉 4 個部位。 其中最大新建倉標的為 AHR。 本季清倉部位包含 LNG。
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。