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: 0001975710
申報總市值
US$3.7億
US$3.7億
66 檔
17.3%
在 Q3 2024 的 13F 官方備案中，Evexia Wealth LLC 管理的美股投資組合規模來到 US$3.7億，整體持股檔數為 66 檔。
Q3 2024 數據顯示 Evexia Wealth LLC 積極進場，新開立 5 個部位並同步加碼 27 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Evexia Wealth LLC 的前 5 大核心持股（包含 BLKCHF, HUBB, KLAC 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 | BLKCHF | Blackrock Inc | 股票-其他 | 4.67% | — | -3.62% | |
| 2 | HUBB | Hubbell Inc | 股票-工業 | 4.60% | -0.57% | +1.13% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 4.51% | -0.44% | -0.14% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.47% | +1.00% | +7.83% | |
| 5 | PH | Parker Hannifin CORP | 股票-工業 | 4.46% | -0.04% | -6.19% | |
| 6 | INTU | Intuit Inc | 股票-科技 | 4.40% | -0.39% | +14.67% | |
| 7 | ACN | Accenture plc | 股票-科技 | 4.10% | — | +2.00% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.99% | -0.03% | -4.78% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.87% | +0.78% | +3.98% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.75% | -0.15% | -4.49% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 3.75% | +0.39% | -14.39% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.71% | — | -3.06% | |
| 13 | RSG | Republic Services Inc | 股票-工業 | 3.18% | -0.06% | -0.31% | |
| 14 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 3.03% | +0.56% | +2.28% | |
| 15 | CB | Chubb Limited | 股票-金融 | 3.02% | +0.11% | +10.71% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.94% | +0.27% | -4.47% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.64% | -0.21% | -19.25% | |
| 18 | NOC | Northrop Grumman CORP | 股票-工業 | 2.64% | -0.49% | -3.56% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 2.34% | -0.06% | EXIT | |
| 20 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.93% | +0.63% | +42.68% | |
| 21 | NDSN | Nordson CORP | 股票-工業 | 1.73% | — | +10.68% | |
| 22 | ROP | Roper Technologies Inc | 股票-科技 | 1.64% | — | +5.09% | |
| 23 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.60% | — | +2.00% | |
| 24 | EOG | Eog Resources Inc | 股票-能源 | 1.52% | +0.07% | -11.85% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.47% | — | -24.31% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.37% | -0.03% | +15.32% | |
| 27 | DOX | Amdocs Limited | 股票-科技 | 1.27% | — | -16.74% | |
| 28 | RS | Reliance Inc | 股票-原物料 | 1.25% | +0.27% | +1.36% | |
| 29 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.24% | -0.42% | — | |
| 30 | BSJO | Invesco Bulletshares 2024 Hy | ETF-其他 | 1.13% | — | +16.93% | |
| 31 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.09% | — | -50.70% | |
| 32 | EME | Emcor Group Inc | 股票-工業 | 1.07% | -0.03% | — | |
| 33 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.94% | — | +16.94% | |
| 34 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.88% | — | +17.01% | |
| 35 | ABX | Barrick Gold CORP | 股票-金融 | 0.84% | — | — | |
| 36 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 0.78% | — | +16.87% | |
| 37 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.69% | -0.04% | +197.09% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.63% | -0.35% | +64.15% | |
| 39 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.62% | — | -53.14% | |
| 40 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.62% | — | +16.65% | |
| 41 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.55% | +0.20% | +15.58% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.42% | — | +14.33% | |
| 43 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.35% | -0.25% | +15.25% | |
| 44 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.34% | -0.30% | +15.13% | |
| 45 | TT | Trane Technologies plc | 股票-工業 | 0.31% | — | +24.68% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.30% | — | -5.06% | |
| 47 | FSLR | First Solar Inc | 股票-科技 | 0.28% | +0.07% | +24.35% | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.26% | +0.03% | +27.35% | |
| 49 | ORA | Ormat Technologies Inc | 股票-公用事業 | 0.26% | -0.02% | +25.79% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.25% | — | -74.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HCA | Hca Healthcare Inc | +1.2% | NEW | 新建倉 |
| 2 | EME | Emcor Group Inc | +1.1% | NEW | 新建倉 |
| 3 | ABX | Barrick Gold CORP | +0.8% | NEW | 新建倉 |
| 4 | CASY | Casey's General Stores Inc | +0.5% | +42.68% | 加碼 |
| 5 | HUBB | Hubbell Inc | +0.4% | +1.13% | 加碼 |
| 6 | FBTC | Fidelity Wise Origin Bitcoin | +0.4% | +197.09% | 加碼 |
| 7 | CB | Chubb Limited | +0.3% | +10.71% | 加碼 |
| 8 | APD | Air Products & Chemicals Inc | +0.3% | +2.00% | 加碼 |
| 9 | NOC | Northrop Grumman CORP | +0.3% | -3.56% | 減碼 |
| 10 | GLD | Spdr Gold Shares | +0.3% | +64.15% | 加碼 |
| 11 | NDSN | Nordson CORP | +0.2% | +10.68% | 加碼 |
| 12 | ACN | Accenture plc | +0.2% | +2.00% | 加碼 |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +15.32% | 加碼 |
| 14 | BSJO | Invesco Bulletshares 2024 Hy | +0.1% | +16.93% | 加碼 |
| 15 | BSCP | Invesco Bulletshares 2025 Cb | +0.1% | +16.94% | 加碼 |
| 16 | TT | Trane Technologies plc | +0.1% | +24.68% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +3.98% | 加碼 |
| 18 | IBTE | Ishares Ibonds Dec 2024 Term | +0.1% | +17.01% | 加碼 |
| 19 | BSJP | Invesco Bulletshares 2025 Hy | +0.1% | +16.87% | 加碼 |
| 20 | BLKCHF | Blackrock Inc | +0.1% | -3.62% | 減碼 |
| 21 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | NEW | 新建倉 |
| 22 | ABBV | Abbvie Inc | +0.1% | NEW | 新建倉 |
| 23 | INTU | Intuit Inc | +0.1% | +14.67% | 加碼 |
| 24 | BSCO | Invesco Bulletshares 2024 Cb | +0.1% | +16.65% | 加碼 |
| 25 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +15.58% | 加碼 |
| 26 | NEE | Nextera Energy Inc | +0.1% | +25.89% | 加碼 |
| 27 | PH | Parker Hannifin CORP | +0.1% | -6.19% | 減碼 |
| 28 | MS | Morgan Stanley | +0.1% | +27.35% | 加碼 |
| 29 | FSLR | First Solar Inc | +0.1% | +24.35% | 加碼 |
| 30 | TIP | Ishares Tips Bond ETF | 0% | +14.33% | 加碼 |
| 31 | ORA | Ormat Technologies Inc | 0% | +25.79% | 加碼 |
| 32 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +15.25% | 加碼 |
| 33 | XYL | Xylem Inc | 0% | +29.83% | 加碼 |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +15.13% | 加碼 |
| 35 | AVGO | Broadcom Inc | -0.1% | -4.78% | 減碼 |
| 36 | RS | Reliance Inc | -0.1% | +1.36% | 加碼 |
| 37 | UNH | Unitedhealth Group Inc | -0.2% | -3.06% | 減碼 |
| 38 | EOG | Eog Resources Inc | -0.2% | -11.85% | 減碼 |
| 39 | LMT | Lockheed Martin CORP | -0.2% | -23.98% | 減碼 |
| 40 | DOX | Amdocs Limited | -0.3% | -16.74% | 減碼 |
| 41 | COST | Costco Wholesale CORP | -0.3% | -4.49% | 減碼 |
| 42 | MCD | Mcdonald's CORP | -0.3% | -24.31% | 減碼 |
| 43 | JPM | Jpmorgan Chase & Co | -0.3% | -4.47% | 減碼 |
| 44 | RSG | Republic Services Inc | -0.3% | -0.31% | 減碼 |
| 45 | KLAC | Kla CORP | -0.4% | -0.14% | 減碼 |
| 46 | LOW | Lowe's Cos Inc | -0.5% | -19.25% | 減碼 |
| 47 | MDT | Medtronic plc | -0.7% | -74.99% | 減碼 |
| 48 | HSY | Hershey Co/the | -0.8% | -53.14% | 減碼 |
| 49 | AAPL | Apple Inc | -0.9% | -14.39% | 減碼 |
| 50 | BDX | Becton Dickinson And Co | -1.2% | -50.70% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Evexia Wealth LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.7億，共申報了 66 個公開持股部位。
在 Q3 2024 季度，Evexia Wealth LLC 按市值排列的前三大核心持股分別為：BLKCHF (4.7%)、HUBB (4.6%)、KLAC (4.5%)。其中最大持股部位 BLKCHF 佔據整體投資組合約 4.7% 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
HCA
市值: US$349.9萬
本季最大獲利了結 / 清倉標的
KLAC
前期市值: US$1318.1萬
在 Q3 2024 季度中，Evexia Wealth LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 27 個部位、減碼 18 個部位以及清倉 0 個部位。 其中最大新建倉標的為 HCA。
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。