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: 0001899030
申報總市值
US$35.8億
US$35.8億
698 檔
15.4%
截至 Q3 2024 季度末，Fifth Third Wealth Advisors LLC 的美股持倉估值約為 US$35.8億，全數申報部位共有 698 檔。
觀察 Q3 2024 的申報異動，Fifth Third Wealth Advisors LLC 採取了強勁的買進策略，建倉與加碼動作（合計 46 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。
整體而言，Fifth Third Wealth Advisors LLC 的前 5 大持股（包含 IVV, SPY, AAPL）貢獻了組合市值的 15.4%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 698 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 12.63% | -0.28% | +23.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.80% | -0.33% | +7.27% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.98% | -0.18% | +14.44% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.73% | -0.45% | +16.39% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.58% | -0.18% | +16.42% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.04% | -0.12% | +20.40% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.02% | -0.37% | +25.44% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.20% | -0.08% | +14.23% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.86% | — | +20.53% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | +0.13% | +23.76% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | -0.21% | +18.87% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.07% | +20.46% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.09% | -0.10% | +8.76% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.96% | -0.01% | +13.06% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.87% | +0.02% | +1148.71% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.86% | -0.04% | +18.22% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 0.82% | -0.04% | +54.31% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | -0.10% | +5.21% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | -1.12% | EXIT | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | +0.03% | +3.55% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.70% | -0.02% | -3.63% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.63% | +0.11% | +18.50% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.61% | -0.01% | +33.57% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.61% | -0.08% | +33.75% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.60% | — | +8.75% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.10% | +22.93% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.53% | — | +14.65% | |
| 28 | ETN | Eaton Corporation plc | 股票-工業 | 0.53% | +0.01% | +8.12% | |
| 29 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.17% | +19.27% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.52% | -0.04% | +449.88% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.48% | -0.04% | +17.77% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.08% | +18.61% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.47% | -0.03% | +102.49% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | -0.01% | +12.17% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | -0.10% | -4.19% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.02% | +23.96% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.43% | +0.04% | +15.29% | |
| 38 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.42% | — | +39.67% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | -0.03% | +16.85% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.40% | -0.04% | +8.50% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.40% | -0.02% | +65.17% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.40% | -0.12% | +18.27% | |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.39% | — | +12.84% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | +0.37% | +16.30% | |
| 45 | CAT | Caterpillar Inc | 股票-工業 | 0.36% | +0.20% | +26.65% | |
| 46 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 0.35% | -0.01% | +1270.85% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.34% | +0.10% | +11.68% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.33% | -0.11% | +12.51% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.33% | -0.02% | +2.02% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.32% | — | +965.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.6% | +23.27% | 加碼 |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +449.88% | 加碼 |
| 3 | USFD | US Foods Holding CORP | +0.3% | +1270.85% | 加碼 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +965.24% | 加碼 |
| 5 | HD | Home Depot Inc | +0.3% | +54.31% | 加碼 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +25.44% | 加碼 |
| 7 | LEN | Lennar Corp-a | +0.2% | +626.85% | 加碼 |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +659.21% | 加碼 |
| 9 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 10 | MRK | Merck & Co. Inc. | +0.2% | +102.49% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.2% | NEW | 新建倉 |
| 12 | NET | Cloudflare Inc - Class A | +0.2% | NEW | 新建倉 |
| 13 | CMG | Chipotle Mexican Grill Inc | +0.1% | +364.85% | 加碼 |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +20.53% | 加碼 |
| 15 | TOST | Toast Inc-class A | +0.1% | NEW | 新建倉 |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +20.40% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +18.87% | 加碼 |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | +94.45% | 加碼 |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +137.83% | 加碼 |
| 20 | PNC | Pnc Financial Services Group | +0.1% | +113.64% | 加碼 |
| 21 | AAPL | Apple Inc | +0.1% | +14.44% | 加碼 |
| 22 | VB | Vanguard Small-cap ETF | +0.1% | +33.57% | 加碼 |
| 23 | TSLA | Tesla Inc | +0.1% | +8.75% | 加碼 |
| 24 | DIS | Walt Disney Co/the | +0.1% | +65.17% | 加碼 |
| 25 | EFA | Ishares Msci Eafe ETF | +0.1% | +33.75% | 加碼 |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +39.67% | 加碼 |
| 27 | AVGO | Broadcom Inc | +0.1% | +1148.71% | 加碼 |
| 28 | WMT | Walmart Inc | +0.1% | +19.27% | 加碼 |
| 29 | ORCL | Oracle CORP | +0.1% | +18.61% | 加碼 |
| 30 | XOM | Exxon Mobil CORP | +0.1% | +31.95% | 加碼 |
| 31 | CAT | Caterpillar Inc | +0.1% | +26.65% | 加碼 |
| 32 | MA | Mastercard Inc - A | +0.1% | +22.93% | 加碼 |
| 33 | MCD | Mcdonald's CORP | +0.1% | +18.27% | 加碼 |
| 34 | IWR | Ishares Russell Mid-cap ETF | 0% | +18.22% | 加碼 |
| 35 | ABBV | Abbvie Inc | 0% | +14.65% | 加碼 |
| 36 | UNH | Unitedhealth Group Inc | 0% | +15.29% | 加碼 |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +20.46% | 加碼 |
| 38 | SDY | Ss Spdr S&p Dividend ETF | 0% | +17.77% | 加碼 |
| 39 | DVY | Ishares Select Dividend ETF | 0% | +8.76% | 加碼 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.21% | 加碼 |
| 41 | IWF | Ishares Russell 1000 Growth | -0.1% | +13.06% | 加碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | +23.76% | 加碼 |
| 43 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 44 | VTMGX | Vanguard Dev Mkt Indx-adm | -0.2% | EXIT | 清倉 |
| 45 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 清倉 |
| 46 | AMZN | Amazon.com Inc | -0.3% | +14.23% | 加碼 |
| 47 | NVDA | Nvidia CORP | -0.3% | +16.42% | 加碼 |
| 48 | MSFT | Microsoft CORP | -0.4% | +16.39% | 加碼 |
| 49 | VFIAX | Vanguard 500 Index-adm | -0.5% | EXIT | 清倉 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | +7.27% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fifth Third Wealth Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$35.8億，共申報了 698 個公開持股部位。
在 Q3 2024 季度，Fifth Third Wealth Advisors LLC 按市值排列的前三大核心持股分別為：IVV (12.6%)、SPY (9.8%)、AAPL (4.0%)。其中最大持股部位 IVV 佔據整體投資組合約 12.6% 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
BLK
市值: US$316.9萬
本季最大獲利了結 / 清倉標的
VFIAX
前期市值: US$641.2萬
在 Q3 2024 季度中，Fifth Third Wealth Advisors LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 42 個部位、減碼 0 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 VFIAX。
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。