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: 0001954805
申報總市值
US$14.8億
US$14.8億
353 檔
13.3%
根據最新整理的 13F 季度數據集，Fiduciary Alliance LLC 於 Q4 2024 結束時的管理資產規模為 US$14.8億。該機構在本季度申報了 353 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Fiduciary Alliance LLC 操作展現出積極擴展與加碼意向。本季共新建倉 11 個新部位，並對 30 個既有持股進行加碼（合計增持 41 檔），相較減碼與清倉部位顯著佔優。
整體而言，Fiduciary Alliance LLC 的前 5 大持股（包含 AAPL, MSFT, SPY）貢獻了組合市值的 13.3%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 353 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 | 5.72% | -0.31% | +16.92% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.27% | -0.65% | +13.95% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.66% | -0.48% | +9.33% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.43% | +0.03% | +27.19% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.86% | -0.49% | +36.16% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.46% | -0.21% | +8.96% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.40% | -0.32% | +12.08% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 1.89% | +0.01% | +21.84% | |
| 9 | COP | Conocophillips | 股票-能源 | 1.87% | -0.07% | +13.63% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.62% | +0.15% | +2.13% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.37% | +0.39% | +5.55% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.30% | -0.56% | +10.51% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.30% | -0.34% | +27.42% | |
| 14 | MS | Morgan Stanley | 股票-金融 | 1.23% | +0.14% | +4.00% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.22% | -0.30% | +38.22% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.20% | -0.08% | +366.52% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.19% | -0.03% | +277.58% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.15% | +0.16% | +7.14% | |
| 19 | ETN | Eaton Corporation plc | 股票-工業 | 0.99% | +0.05% | +0.68% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.96% | +0.09% | +126.62% | |
| 21 | WWJD | Inspire International ETF | ETF-其他 | 0.95% | +0.09% | +1.66% | |
| 22 | MSTR | Strategy Inc | 股票-科技 | 0.91% | -0.39% | +91.79% | |
| 23 | PWR | Quanta Services Inc | 股票-工業 | 0.86% | -0.19% | +26.58% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.85% | -0.88% | +11.89% | |
| 25 | RSG | Republic Services Inc | 股票-工業 | 0.85% | -0.04% | +0.77% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工業 | 0.84% | -0.08% | +6.18% | |
| 27 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.84% | -0.33% | +9.92% | |
| 28 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.82% | +0.03% | +105.75% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.82% | +0.11% | +8.72% | |
| 30 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.79% | +0.07% | +1.10% | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 0.79% | +0.02% | -5.27% | |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.78% | -0.51% | EXIT | |
| 33 | AMGN | Amgen Inc | 股票-醫療保健 | 0.76% | +0.01% | +8.33% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.76% | -0.01% | +9.48% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | -0.05% | +9.57% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.73% | +0.02% | +5.24% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.70% | +0.24% | +25.27% | |
| 38 | TSLA | Tesla Inc | 股票-循環性消費 | 0.70% | -0.47% | +192.07% | |
| 39 | MCO | Moody's CORP | 股票-金融 | 0.69% | — | +32.48% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.66% | -0.01% | +33.72% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.65% | -0.28% | +422.38% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.64% | +0.01% | +140.84% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.64% | +0.01% | -23.28% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.64% | -0.13% | +800.63% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.63% | +0.07% | +101.82% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.61% | +0.13% | +1.09% | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.59% | +0.01% | +5.14% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | -0.23% | +1.25% | |
| 49 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.58% | +0.10% | +27.21% | |
| 50 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 0.57% | -0.20% | +1.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.7% | +38.22% | 加碼 |
| 2 | MSTR | Strategy Inc | +0.6% | +91.79% | 加碼 |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | +800.63% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.5% | +422.38% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.5% | +36.16% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.5% | +192.07% | 加碼 |
| 7 | CL | Colgate-palmolive Co | +0.4% | NEW | 新建倉 |
| 8 | KMI | Kinder Morgan, Inc. | +0.4% | +105.75% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +305.32% | 加碼 |
| 10 | SPG | Simon Property Group Inc | +0.4% | NEW | 新建倉 |
| 11 | VST | Vistra CORP | +0.4% | NEW | 新建倉 |
| 12 | WMT | Walmart Inc | +0.3% | +217.87% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.3% | +27.19% | 加碼 |
| 14 | UNH | Unitedhealth Group Inc | +0.3% | +260.66% | 加碼 |
| 15 | ORCL | Oracle CORP | +0.3% | +140.84% | 加碼 |
| 16 | JQUA | Jpmorgan US Quality Factor | +0.3% | NEW | 新建倉 |
| 17 | AON | Aon plc | +0.3% | NEW | 新建倉 |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | +35.32% | 加碼 |
| 19 | GOOG | Alphabet Inc-cl C | +0.3% | +101.82% | 加碼 |
| 20 | CMCSA | Comcast Corp-class A | +0.3% | +982.81% | 加碼 |
| 21 | WDAY | Workday Inc-class A | +0.3% | NEW | 新建倉 |
| 22 | SYK | Stryker CORP | +0.3% | NEW | 新建倉 |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +10.51% | 加碼 |
| 24 | V | Visa Inc-class A Shares | +0.2% | +180.73% | 加碼 |
| 25 | SHEL | Shell Plc-adr | +0.2% | NEW | 新建倉 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +661.17% | 加碼 |
| 27 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | NEW | 新建倉 |
| 28 | SAP | Sap Se-sponsored Adr | +0.2% | NEW | 新建倉 |
| 29 | AER | AerCap Holdings N.V. | +0.2% | NEW | 新建倉 |
| 30 | MA | Mastercard Inc - A | +0.2% | +141.23% | 加碼 |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | +27.42% | 加碼 |
| 32 | PWR | Quanta Services Inc | 0% | +26.58% | 加碼 |
| 33 | MS | Morgan Stanley | -0.1% | +4.00% | 加碼 |
| 34 | SCHG | Schwab US Large-cap Growth | -0.1% | +366.52% | 加碼 |
| 35 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +277.58% | 加碼 |
| 36 | NVDA | Nvidia CORP | -0.1% | +12.08% | 加碼 |
| 37 | HD | Home Depot Inc | -0.2% | +21.84% | 加碼 |
| 38 | AAPL | Apple Inc | -0.3% | +16.92% | 加碼 |
| 39 | XBI | Ss Spdr S&p Biotech ETF | -0.3% | -81.14% | 減碼 |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -77.29% | 減碼 |
| 41 | MELI | Mercadolibre Inc | -0.3% | EXIT | 清倉 |
| 42 | PEP | Pepsico Inc | -0.5% | -54.09% | 減碼 |
| 43 | DHR | Danaher CORP | -0.5% | -5.27% | 減碼 |
| 44 | XOM | Exxon Mobil CORP | -0.5% | -30.80% | 減碼 |
| 45 | FCX | Freeport-mcmoran Inc | -0.6% | +1.10% | 加碼 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | +9.33% | 加碼 |
| 47 | MDLZ | Mondelez International Inc-a | -0.7% | -23.28% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.8% | +13.95% | 加碼 |
| 49 | BOTZ | Global X Robotics & Artifici | -0.9% | -64.66% | 減碼 |
| 50 | CCI | Crown Castle Inc | -1.2% | -71.33% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fiduciary Alliance LLC 在 Q4 2024 季度的美股持倉總市值約為 US$14.8億，共申報了 353 個公開持股部位。
在 Q4 2024 季度，Fiduciary Alliance LLC 按市值排列的前三大核心持股分別為：AAPL (5.7%)、MSFT (4.3%)、SPY (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.7% 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
CL
市值: US$406.6萬
本季最大獲利了結 / 清倉標的
MELI
前期市值: US$257.3萬
在 Q4 2024 季度中，Fiduciary Alliance LLC 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 30 個部位、減碼 8 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CL。 本季清倉部位包含 MELI。
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。