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: 0001940869
申報總市值
US$21.0億
US$21.0億
171 檔
11.0%
Q4 2024 季度申報顯示，GDS Wealth Management 揭露的美股組合總市值為 US$21.0億，涵蓋 171 個不同之權益投資部位。
在 Q4 2024，GDS Wealth Management 操作展現出積極擴展與加碼意向。本季共新建倉 14 個新部位，並對 94 個既有持股進行加碼（合計增持 108 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 LQD, FTSM, VCIT）占據了總市值的 11.0%，展現出該機構在 Q4 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 5.80% | -0.34% | +10.14% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 4.56% | -1.95% | -43.12% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.60% | -0.42% | +17.81% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.53% | -0.28% | -7.57% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 3.51% | -0.34% | +17.88% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 2.86% | -0.29% | +9.72% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.46% | -0.22% | -7.07% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.43% | -0.06% | +2.37% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.39% | -0.08% | +12.82% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 2.32% | -0.56% | +4.22% | |
| 11 | IDV | Ishares International Select | ETF-其他 | 2.18% | -0.48% | +1.07% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.02% | +0.03% | +2.84% | |
| 13 | CRM | Salesforce Inc | 股票-科技 | 1.85% | -0.44% | +3.22% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.81% | -0.02% | -4.59% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.79% | -0.20% | +11.63% | |
| 16 | TT | Trane Technologies plc | 股票-工業 | 1.78% | -0.03% | +1.89% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.12% | +5.40% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | -0.12% | +3.18% | |
| 19 | DEED | First Trust Securitized Plus | ETF-其他 | 1.71% | -0.24% | +12.15% | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.70% | -0.25% | +12.51% | |
| 21 | AXP | American Express Co | 股票-金融 | 1.69% | -0.06% | +3.70% | |
| 22 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 1.66% | -0.25% | +12.97% | |
| 23 | ALL | Allstate CORP | 股票-金融 | 1.57% | -0.04% | +3.81% | |
| 24 | LHX | L3harris Technologies Inc | 股票-工業 | 1.52% | -0.01% | +3.76% | |
| 25 | FANG | Diamondback Energy Inc | 股票-能源 | 1.52% | -0.33% | +3.81% | |
| 26 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.51% | -0.17% | +12.67% | |
| 27 | IR | Ingersoll-rand Inc | 股票-工業 | 1.43% | -0.19% | +3.79% | |
| 28 | FISV | Fiserv Inc | 股票-其他 | 1.42% | — | +4.68% | |
| 29 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.40% | -0.29% | +5.19% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.40% | -0.15% | +5.17% | |
| 31 | ICE | Intercontinental Exchange In | 股票-金融 | 1.39% | -0.21% | -0.76% | |
| 32 | IYF | Ishares US Financials ETF | ETF-其他 | 1.38% | — | -6.80% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 1.33% | +0.07% | +6.68% | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.32% | — | +4.79% | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 1.32% | -0.15% | +6.20% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | -0.01% | +6.77% | |
| 37 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.29% | -0.04% | +46.18% | |
| 38 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.13% | +0.08% | +17.81% | |
| 39 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.12% | +0.20% | +6.40% | |
| 40 | STE | STERIS plc | 股票-醫療保健 | 1.09% | -0.17% | +5.60% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.07% | — | +7.45% | |
| 42 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.07% | -0.03% | +8.45% | |
| 43 | FJUL | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.98% | — | +9.81% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.97% | +1.51% | +8.97% | |
| 45 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.92% | -0.01% | EXIT | |
| 46 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.53% | +0.78% | +110.26% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.16% | -5.81% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | +0.03% | +405.22% | |
| 49 | WIX | Wix.com Ltd. | 股票-科技 | 0.46% | — | +845.99% | |
| 50 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 0.44% | -0.13% | +1162.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EW | Edwards Lifesciences CORP | +0.5% | +46.18% | 加碼 |
| 2 | WIX | Wix.com Ltd. | +0.4% | +845.99% | 加碼 |
| 3 | MPWR | Monolithic Power Systems Inc | +0.4% | +1527.09% | 加碼 |
| 4 | THC | Tenet Healthcare CORP | +0.4% | +1162.13% | 加碼 |
| 5 | COST | Costco Wholesale CORP | +0.4% | +405.22% | 加碼 |
| 6 | OSCR | Oscar Health Inc - Class A | +0.4% | +1545.26% | 加碼 |
| 7 | EL | Estee Lauder Companies-cl A | +0.3% | +119.57% | 加碼 |
| 8 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 9 | AAPL | Apple Inc | +0.3% | +12.82% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.3% | +2.37% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.3% | +3.22% | 加碼 |
| 12 | CMG | Chipotle Mexican Grill Inc | +0.3% | +599.56% | 加碼 |
| 13 | HPE | Hewlett Packard Enterprise | +0.3% | +110.26% | 加碼 |
| 14 | WELL | Welltower Inc | +0.3% | +688.02% | 加碼 |
| 15 | DXCM | Dexcom Inc | +0.2% | +17.81% | 加碼 |
| 16 | GWRE | Guidewire Software Inc | +0.2% | +618.47% | 加碼 |
| 17 | MU | Micron Technology Inc | +0.2% | NEW | 新建倉 |
| 18 | VCIT | Vanguard Int-term Corporate | +0.2% | +17.81% | 加碼 |
| 19 | WMT | Walmart Inc | +0.2% | +4.22% | 加碼 |
| 20 | FJUN | Ft Vest US Equity Buff Etf-j | +0.2% | NEW | 新建倉 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.84% | 加碼 |
| 22 | V | Visa Inc-class A Shares | +0.2% | +6.77% | 加碼 |
| 23 | HUBS | Hubspot Inc | +0.2% | +44.55% | 加碼 |
| 24 | DECK | Deckers Outdoor CORP | +0.2% | +44.52% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | +0.2% | +3.18% | 加碼 |
| 26 | FISV | Fiserv Inc | +0.2% | +4.68% | 加碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +42.49% | 加碼 |
| 28 | NVDA | Nvidia CORP | +0.1% | +55.60% | 加碼 |
| 29 | NTRA | Natera Inc | +0.1% | +245.04% | 加碼 |
| 30 | GDDY | Godaddy Inc - Class A | +0.1% | +252.24% | 加碼 |
| 31 | HQY | Healthequity Inc | +0.1% | +43.62% | 加碼 |
| 32 | SPOT | Spotify Technology S.A. | +0.1% | +227.41% | 加碼 |
| 33 | FTNT | Fortinet Inc | +0.1% | +253.48% | 加碼 |
| 34 | BSX | Boston Scientific CORP | +0.1% | +269.23% | 加碼 |
| 35 | SHAK | Shake Shack Inc - Class A | +0.1% | +253.57% | 加碼 |
| 36 | MSI | Motorola Solutions Inc | +0.1% | +83.28% | 加碼 |
| 37 | ADI | Analog Devices Inc | +0.1% | +314.06% | 加碼 |
| 38 | MANH | Manhattan Associates Inc | +0.1% | +281.43% | 加碼 |
| 39 | TSCO | Tractor Supply Company | +0.1% | +1707.74% | 加碼 |
| 40 | AXP | American Express Co | +0.1% | +3.70% | 加碼 |
| 41 | TW | Tradeweb Markets Inc-class A | +0.1% | +48.85% | 加碼 |
| 42 | PG | Procter & Gamble Co/the | +0.1% | +46.94% | 加碼 |
| 43 | TOL | Toll Brothers Inc | +0.1% | +297.79% | 加碼 |
| 44 | AVAV | Aerovironment Inc | +0.1% | +327.27% | 加碼 |
| 45 | MLM | Martin Marietta Materials | +0.1% | +57.53% | 加碼 |
| 46 | PINS | Pinterest Inc- Class A | +0.1% | +50.57% | 加碼 |
| 47 | AVGO | Broadcom Inc | +0.1% | +7.14% | 加碼 |
| 48 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +17.88% | 加碼 |
| 49 | FJUL | Ft Vest US Equity Buffer ETF | 0% | +9.81% | 加碼 |
| 50 | SYF | Synchrony Financial | 0% | -1.88% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，GDS Wealth Management 在 Q4 2024 季度的美股持倉總市值約為 US$21.0億，共申報了 171 個公開持股部位。
在 Q4 2024 季度，GDS Wealth Management 按市值排列的前三大核心持股分別為：LQD (5.8%)、FTSM (4.6%)、VCIT (3.6%)。其中最大持股部位 LQD 佔據整體投資組合約 5.8% 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
LRCX
市值: US$343.3萬
本季最大獲利了結 / 清倉標的
QRVO
前期市值: US$217.1萬
在 Q4 2024 季度中，GDS Wealth Management 共進行了 157 項持倉異動，包含新建倉 14 個部位、加碼 94 個部位、減碼 41 個部位以及清倉 8 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 QRVO。
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。