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: 0001752045
申報總市值
US$2.6億
US$2.6億
93 檔
18.7%
根據最新整理的 13F 季度數據集，Alkeme Wealth, LLC 於 Q3 2024 結束時的管理資產規模為 US$2.6億。該機構在本季度申報了 93 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，Alkeme Wealth, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 28 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 FFA, BSV, AAPL）占據了總市值的 18.7%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | FFA | First Trust Enhan Eqty Inc | 股票-其他 | 4.78% | +0.18% | — | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.50% | -0.12% | +2.82% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.49% | +0.24% | -1.64% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 4.18% | +0.25% | +3.06% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.76% | +0.05% | +0.09% | |
| 6 | AFL | Aflac Inc | 股票-金融 | 2.88% | -0.01% | -7.33% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 2.81% | -0.34% | -6.81% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.40% | -0.10% | -8.45% | |
| 9 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.38% | -0.45% | -1.50% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 2.33% | +0.42% | -0.27% | |
| 11 | GD | General Dynamics CORP | 股票-工業 | 2.30% | -0.11% | +0.02% | |
| 12 | EMR | Emerson Electric Co | 股票-工業 | 2.13% | +0.03% | -0.04% | |
| 13 | TGT | Target CORP | 股票-循環性消費 | 2.08% | +0.02% | +2.95% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.03% | +0.03% | +0.48% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.97% | -0.28% | +9.03% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.83% | -0.19% | +1.81% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.76% | +0.09% | -1.59% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.72% | +0.16% | -5.70% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.69% | -0.59% | +0.65% | |
| 20 | WM | Waste Management Inc | 股票-工業 | 1.68% | -0.13% | -0.16% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 1.67% | +0.38% | +0.61% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.66% | +0.03% | -0.09% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.64% | -0.44% | +4.18% | |
| 24 | AMGN | Amgen Inc | 股票-醫療保健 | 1.59% | -0.07% | -3.16% | |
| 25 | USB | US Bancorp | 股票-金融 | 1.58% | +0.10% | -2.62% | |
| 26 | RY | Royal Bank Of Canada | 股票-金融 | 1.37% | +0.17% | -3.37% | |
| 27 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 1.36% | -0.12% | -0.76% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.32% | +0.46% | +0.20% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 1.29% | +0.09% | -0.20% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.28% | +0.02% | +0.33% | |
| 31 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.27% | +0.28% | +2.34% | |
| 32 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.26% | -0.04% | -4.90% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.24% | — | +1.32% | |
| 34 | LIN | Linde plc | 股票-原物料 | 1.23% | -0.03% | -0.09% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工業 | 1.21% | — | +11.71% | |
| 36 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.17% | +0.20% | +7.75% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 1.13% | -0.25% | +0.25% | |
| 38 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.10% | +0.08% | +0.18% | |
| 39 | GIS | General Mills Inc | 股票-非循環性消費 | 1.03% | -0.45% | +1.59% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -0.36% | -3.53% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.92% | -0.30% | -0.06% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.90% | +0.01% | +0.63% | |
| 43 | DFAI | Dimensional International Co | ETF-其他 | 0.90% | +0.39% | +0.30% | |
| 44 | ITW | Illinois Tool Works | 股票-工業 | 0.89% | -0.03% | +0.46% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.73% | -0.03% | -0.44% | |
| 46 | PAYX | Paychex Inc | 股票-科技 | 0.72% | +0.01% | -0.20% | |
| 47 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.72% | +0.05% | +0.88% | |
| 48 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.69% | +0.05% | +1.07% | |
| 49 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.66% | -0.01% | +1.35% | |
| 50 | PSX | Phillips 66 | 股票-能源 | 0.64% | -0.17% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.3% | -1.59% | 減碼 |
| 2 | AFL | Aflac Inc | +0.2% | -7.33% | 減碼 |
| 3 | MCD | Mcdonald's CORP | +0.2% | -1.50% | 減碼 |
| 4 | LMT | Lockheed Martin CORP | +0.2% | +0.25% | 加碼 |
| 5 | ADP | Automatic Data Processing | +0.1% | -0.09% | 減碼 |
| 6 | SBUX | Starbucks CORP | +0.1% | +1.07% | 加碼 |
| 7 | GIS | General Mills Inc | +0.1% | +1.59% | 加碼 |
| 8 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | 新建倉 |
| 9 | WMT | Walmart Inc | +0.1% | -6.81% | 減碼 |
| 10 | PEP | Pepsico Inc | +0.1% | +9.03% | 加碼 |
| 11 | MMM | 3m Co | +0.1% | — | 不變 |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建倉 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新建倉 |
| 14 | BDX | Becton Dickinson And Co | +0.1% | NEW | 新建倉 |
| 15 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | 新建倉 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -0.27% | 減碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | +1.81% | 加碼 |
| 18 | VZ | Verizon Communications Inc | +0.1% | +4.18% | 加碼 |
| 19 | TRV | Travelers Cos Inc/the | +0.1% | +0.18% | 加碼 |
| 20 | CAG | Conagra Brands Inc | +0.1% | -0.76% | 減碼 |
| 21 | RY | Royal Bank Of Canada | +0.1% | -3.37% | 減碼 |
| 22 | PM | Philip Morris International | +0.1% | +1.18% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.1% | -8.45% | 減碼 |
| 24 | USB | US Bancorp | +0.1% | -2.62% | 減碼 |
| 25 | RTX | Rtx CORP | +0.1% | -0.66% | 減碼 |
| 26 | KO | Coca-cola Co/the | +0.1% | +0.63% | 加碼 |
| 27 | AAPL | Apple Inc | 0% | -1.64% | 減碼 |
| 28 | UPS | United Parcel Service-cl B | 0% | +11.71% | 加碼 |
| 29 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.48% | 加碼 |
| 30 | APD | Air Products & Chemicals Inc | 0% | -4.90% | 減碼 |
| 31 | ITW | Illinois Tool Works | 0% | +0.46% | 加碼 |
| 32 | CAH | Cardinal Health Inc | 0% | +0.88% | 加碼 |
| 33 | PAYX | Paychex Inc | 0% | -0.20% | 減碼 |
| 34 | CB | Chubb Limited | 0% | -0.44% | 減碼 |
| 35 | TGT | Target CORP | 0% | +2.95% | 加碼 |
| 36 | ABBV | Abbvie Inc | 0% | -5.70% | 減碼 |
| 37 | CVS | Cvs Health CORP | 0% | +2.34% | 加碼 |
| 38 | LIN | Linde plc | 0% | -0.09% | 減碼 |
| 39 | CMCSA | Comcast Corp-class A | — | +1.32% | 加碼 |
| 40 | TXN | Texas Instruments Inc | 0% | +0.61% | 加碼 |
| 41 | DFAU | Dimensional US Core Equity M | 0% | +0.20% | 加碼 |
| 42 | GD | General Dynamics CORP | -0.1% | +0.02% | 加碼 |
| 43 | BSV | Vanguard Short-term Bond ETF | -0.1% | +2.82% | 加碼 |
| 44 | COP | Conocophillips | -0.2% | -0.06% | 減碼 |
| 45 | ICSH | Ishares Ultra Short Duration | -0.2% | +3.06% | 加碼 |
| 46 | LW | Lamb Weston Holdings Inc | -0.2% | -2.32% | 減碼 |
| 47 | INTC | Intel CORP | -0.2% | -42.73% | 減碼 |
| 48 | CVX | Chevron CORP | -0.2% | +0.65% | 加碼 |
| 49 | FFA | First Trust Enhan Eqty Inc | -0.3% | — | 不變 |
| 50 | MSFT | Microsoft CORP | -0.5% | +0.09% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Alkeme Wealth, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.6億，共申報了 93 個公開持股部位。
在 Q3 2024 季度，Alkeme Wealth, LLC 按市值排列的前三大核心持股分別為：FFA (4.8%)、BSV (4.5%)、AAPL (4.5%)。其中最大持股部位 FFA 佔據整體投資組合約 4.8% 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
SGOV
市值: US$21.8萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$932.1萬
在 Q3 2024 季度中，Alkeme Wealth, LLC 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 23 個部位、減碼 20 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SGOV。
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。