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: 0001482689
申報總市值
US$70.7億
US$70.7億
421 檔
19.0%
Evercore Wealth Management, LLC 在 Q1 2024 季度的美股部位總計估值為 US$70.7億，分散於 421 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Evercore Wealth Management, LLC 於 Q1 2024 季度持續回收資金，對 25 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。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, AMZN）累計市值佔比達 19.0%，是驅動 Evercore Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 421 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 | MSFT | Microsoft CORP | 股票-科技 | 5.97% | -0.42% | -0.58% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.86% | +0.04% | -2.97% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.45% | +0.08% | -1.73% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.41% | +0.10% | -7.26% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 3.39% | -0.25% | -0.43% | |
| 6 | BX | Blackstone Inc | 股票-金融 | 3.27% | -0.18% | -0.11% | |
| 7 | AZO | Autozone Inc | 股票-循環性消費 | 2.89% | -0.40% | +0.56% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 2.87% | -0.10% | +0.43% | |
| 9 | BLDR | Builders Firstsource Inc | 股票-工業 | 2.83% | -0.07% | -5.97% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.78% | -0.18% | +0.30% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.65% | +0.04% | +0.80% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.52% | +0.08% | -0.49% | |
| 13 | CDW | Cdw Corp/de | 股票-科技 | 2.17% | -0.01% | +0.72% | |
| 14 | ACN | Accenture plc | 股票-科技 | 2.16% | -0.21% | +0.13% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.05% | +0.80% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.98% | +0.20% | -0.63% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.92% | -0.16% | -0.79% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 1.92% | +0.17% | +1.88% | |
| 19 | CE | Celanese CORP | 股票-原物料 | 1.86% | — | EXIT | |
| 20 | CB | Chubb Limited | 股票-金融 | 1.85% | -0.15% | +0.67% | |
| 21 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.83% | -0.23% | -0.21% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.83% | -0.74% | +1.45% | |
| 23 | WMB | Williams Cos Inc | 股票-能源 | 1.75% | -0.24% | +1.74% | |
| 24 | AMT | American Tower CORP | 股票-房地產 | 1.53% | -0.51% | -0.72% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.51% | -0.06% | +0.44% | |
| 26 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.49% | -0.13% | +1.62% | |
| 27 | BLKCHF | Blackrock Inc | 股票-其他 | 1.48% | — | -0.05% | |
| 28 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.47% | — | +1.93% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.47% | -0.06% | -0.19% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.42% | -0.25% | -4.49% | |
| 31 | CROX | Crocs Inc | 股票-循環性消費 | 1.41% | +0.19% | +4.42% | |
| 32 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.27% | -0.06% | +4.45% | |
| 33 | AKX | Ansys Inc | 股票-其他 | 1.20% | — | -0.06% | |
| 34 | EOG | Eog Resources Inc | 股票-能源 | 1.19% | -0.18% | +9.20% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.12% | +0.05% | -7.11% | |
| 36 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.93% | -0.02% | -1.37% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.14% | +5.60% | |
| 38 | POOL | Pool CORP | 股票-工業 | 0.89% | — | +2.02% | |
| 39 | GNRC | Generac Holdings Inc | 股票-工業 | 0.77% | +0.34% | +5.75% | |
| 40 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.70% | — | NEW | |
| 41 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.59% | -0.03% | +0.44% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.58% | +0.04% | -9.87% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | -0.04% | -2.08% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | +0.05% | -11.89% | |
| 45 | ROP | Roper Technologies Inc | 股票-科技 | 0.49% | -0.06% | -3.39% | |
| 46 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.45% | -0.19% | -1.35% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.41% | +0.24% | -0.50% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.33% | -0.04% | -2.35% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.31% | — | -7.66% | |
| 50 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.26% | -0.12% | -0.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -7.26% | 減碼 |
| 2 | CROX | Crocs Inc | +0.5% | +4.42% | 加碼 |
| 3 | AZO | Autozone Inc | +0.4% | +0.56% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.3% | -1.73% | 減碼 |
| 5 | BLDR | Builders Firstsource Inc | +0.3% | -5.97% | 減碼 |
| 6 | MSFT | Microsoft CORP | +0.2% | -0.58% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.80% | 加碼 |
| 8 | MA | Mastercard Inc - A | +0.2% | -0.43% | 減碼 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.79% | 減碼 |
| 10 | CB | Chubb Limited | +0.1% | +0.67% | 加碼 |
| 11 | CDW | Cdw Corp/de | +0.1% | +0.72% | 加碼 |
| 12 | HD | Home Depot Inc | +0.1% | +0.43% | 加碼 |
| 13 | WMB | Williams Cos Inc | +0.1% | +1.74% | 加碼 |
| 14 | STZ | Constellation Brands Inc-a | +0.1% | +1.93% | 加碼 |
| 15 | EOG | Eog Resources Inc | +0.1% | +9.20% | 加碼 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.30% | 加碼 |
| 17 | DLN | Wisdomtree US Largecap Divid | +0.1% | +4.45% | 加碼 |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +142.41% | 加碼 |
| 19 | TJX | Tjx Companies Inc | 0% | +1.62% | 加碼 |
| 20 | CVX | Chevron CORP | 0% | +5.60% | 加碼 |
| 21 | LLY | Eli Lilly & Co | 0% | -11.89% | 減碼 |
| 22 | ARCC | Ares Capital CORP | 0% | +56.64% | 加碼 |
| 23 | NEE | Nextera Energy Inc | 0% | +64.68% | 加碼 |
| 24 | CE | Celanese CORP | 0% | -1.97% | 減碼 |
| 25 | AMAT | Applied Materials Inc | 0% | -1.83% | 減碼 |
| 26 | SHW | Sherwin-williams Co/the | 0% | +0.44% | 加碼 |
| 27 | GOOG | Alphabet Inc-cl C | 0% | -0.49% | 減碼 |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -0.63% | 減碼 |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | -0.50% | 減碼 |
| 30 | COST | Costco Wholesale CORP | 0% | -4.49% | 減碼 |
| 31 | SGOV | Ishares 0-3 Month Treasury B | 0% | EXIT | 清倉 |
| 32 | CHTR | Charter Communications Inc-a | 0% | EXIT | 清倉 |
| 33 | XLE | Ss Energy Select Sector | 0% | -60.92% | 減碼 |
| 34 | CBRE | Cbre Group Inc - A | -0.1% | -0.21% | 減碼 |
| 35 | ABT | Abbott Laboratories | -0.1% | +0.44% | 加碼 |
| 36 | LBTYA | Liberty Global Ltd. | -0.1% | EXIT | 清倉 |
| 37 | BAC | Bank Of America CORP | -0.1% | -53.65% | 減碼 |
| 38 | TSLA | Tesla Inc | -0.1% | +8.33% | 加碼 |
| 39 | SCHW | Schwab (charles) CORP | -0.1% | -21.82% | 減碼 |
| 40 | BLKCHF | Blackrock Inc | -0.1% | -0.05% | 減碼 |
| 41 | MS | Morgan Stanley | -0.1% | +1.88% | 加碼 |
| 42 | TDG | Transdigm Group Inc | -0.1% | -86.86% | 減碼 |
| 43 | AKX | Ansys Inc | -0.1% | -0.06% | 減碼 |
| 44 | TXN | Texas Instruments Inc | -0.2% | -46.03% | 減碼 |
| 45 | MCD | Mcdonald's CORP | -0.2% | -0.19% | 減碼 |
| 46 | NKE | Nike Inc -cl B | -0.2% | -1.37% | 減碼 |
| 47 | AMT | American Tower CORP | -0.3% | -0.72% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | +0.80% | 加碼 |
| 49 | ADBE | Adobe Inc | -0.5% | +1.45% | 加碼 |
| 50 | AAPL | Apple Inc | -1.2% | -2.97% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Evercore Wealth Management, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$70.7億，共申報了 421 個公開持股部位。
在 Q1 2024 季度，Evercore Wealth Management, LLC 按市值排列的前三大核心持股分別為：MSFT (6.0%)、AAPL (4.9%)、AMZN (3.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 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。
本季最大獲利了結 / 清倉標的
LBTYA
前期市值: US$288.9萬
在 Q1 2024 季度中，Evercore Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 22 個部位、減碼 25 個部位以及清倉 3 個部位。 本季清倉部位包含 LBTYA。
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。