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: 0002081110
申報總市值
US$9.5億
US$9.5億
285 檔
6.7%
在 Q4 2024 申報期間，Gibbs Wealth Management（CIK: 0002081110）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$9.5億，共持有 285 個公開申報部位。
Gibbs Wealth Management 於 Q4 2024 展現出進攻型調倉步調，本季推動了 38 檔股票的新建倉與 135 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 GOVT, SPYG, SECT）累計市值佔比達 6.7%，是驅動 Gibbs Wealth Management 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
SONY
市值: US$119.3萬
本季最大獲利了結 / 清倉標的
IMCB
前期市值: US$155.0萬
僅顯示前 200 大持股（共 285 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 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 4.25% | -0.14% | +16.77% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 4.08% | +0.11% | +85.22% | |
| 3 | SECT | Main Sector Rotation ETF | ETF-其他 | 3.32% | -0.25% | -2.15% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.90% | -0.09% | +27.52% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 2.85% | -0.11% | +16.70% | |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 2.84% | -0.11% | +16.58% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.58% | -0.68% | +36.15% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.36% | +0.37% | +2.52% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.11% | +0.46% | +15.29% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.07% | +0.09% | +9.88% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.02% | -0.18% | -10.21% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | +0.64% | +23.47% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.36% | -0.02% | +26.32% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.34% | -0.18% | +6.83% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.29% | -0.03% | +30.95% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | +0.03% | +19.31% | |
| 17 | NOW | Servicenow Inc | 股票-科技 | 1.12% | +0.01% | +4.66% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.10% | -0.11% | +79.31% | |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.07% | -0.10% | +0.87% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.96% | +0.03% | +25.04% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 0.96% | +0.04% | +18.48% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | +0.02% | +21.45% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.94% | +0.06% | +21.09% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.92% | -0.04% | +478.39% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.88% | -0.06% | +17.94% | |
| 26 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.88% | +0.06% | +16.88% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.82% | +0.01% | +19.01% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.78% | +0.57% | +51.05% | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 0.75% | -0.01% | +14.36% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.73% | +0.05% | +20.10% | |
| 31 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.71% | +0.03% | +16.37% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.70% | +0.09% | +17.45% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.70% | — | +17.94% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 0.65% | — | +19.88% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.65% | -0.03% | +19.98% | |
| 36 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.61% | -0.01% | -21.15% | |
| 37 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.61% | -0.06% | -18.49% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.59% | -0.03% | +82.72% | |
| 39 | CSMD | Congress Smid Growth ETF | ETF-其他 | 0.58% | -0.04% | -36.60% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | -0.13% | +5.05% | |
| 41 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 0.54% | -0.03% | -10.16% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.52% | — | +67.69% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | +0.06% | +28.07% | |
| 44 | MDT | Medtronic plc | 股票-醫療保健 | 0.51% | +0.01% | +11.20% | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.50% | -0.18% | +49.16% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.49% | +0.11% | NEW | |
| 47 | MSCI | Msci Inc | 股票-金融 | 0.49% | -0.05% | +17.55% | |
| 48 | PHYL | Pgim Active High Yield Bond | ETF-非投資等級債 | 0.46% | -0.03% | -9.00% | |
| 49 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.44% | +0.03% | NEW | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.44% | — | +16.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.6% | +85.22% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +0.7% | +478.39% | 加碼 |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.4% | +79.31% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.2% | +49.16% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.2% | +51.05% | 加碼 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +82.72% | 加碼 |
| 7 | SHOP | Shopify Inc - Class A | +0.2% | +16.88% | 加碼 |
| 8 | COP | Conocophillips | +0.2% | +322.09% | 加碼 |
| 9 | V | Visa Inc-class A Shares | +0.2% | +19.31% | 加碼 |
| 10 | NFLX | Netflix Inc | +0.2% | +19.01% | 加碼 |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +67.69% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +21.45% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +21.09% | 加碼 |
| 14 | BA | Boeing Co/the | +0.1% | +55.50% | 加碼 |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +78.54% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +71.51% | 加碼 |
| 17 | MUB | Ishares National Muni Bond E | +0.1% | +133.09% | 加碼 |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +36.15% | 加碼 |
| 19 | ORCL | Oracle CORP | +0.1% | +30.95% | 加碼 |
| 20 | DIS | Walt Disney Co/the | +0.1% | +26.13% | 加碼 |
| 21 | VCIT | Vanguard Int-term Corporate | +0.1% | +27.52% | 加碼 |
| 22 | AAPL | Apple Inc | +0.1% | +15.29% | 加碼 |
| 23 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +26.32% | 加碼 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +31.66% | 加碼 |
| 25 | P | Everpure Inc-a | +0.1% | +42.53% | 加碼 |
| 26 | MA | Mastercard Inc - A | +0.1% | +18.48% | 加碼 |
| 27 | MCD | Mcdonald's CORP | +0.1% | +58.28% | 加碼 |
| 28 | NOW | Servicenow Inc | 0% | +4.66% | 加碼 |
| 29 | CPRT | Copart Inc | 0% | +22.12% | 加碼 |
| 30 | PAYC | Paycom Software Inc | 0% | +16.30% | 加碼 |
| 31 | CAT | Caterpillar Inc | 0% | +57.29% | 加碼 |
| 32 | LPLA | Lpl Financial Holdings Inc | 0% | +18.46% | 加碼 |
| 33 | CRM | Salesforce Inc | 0% | +41.28% | 加碼 |
| 34 | MSFT | Microsoft CORP | 0% | +23.47% | 加碼 |
| 35 | SAP | Sap Se-sponsored Adr | 0% | +16.37% | 加碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +28.07% | 加碼 |
| 37 | WST | West Pharmaceutical Services | 0% | +19.79% | 加碼 |
| 38 | AAON | Aaon Inc | 0% | +20.14% | 加碼 |
| 39 | BAC | Bank Of America CORP | 0% | +23.94% | 加碼 |
| 40 | OLLI | Ollie's Bargain Outlet Holdi | 0% | +20.91% | 加碼 |
| 41 | EPAM | Epam Systems Inc | 0% | +22.98% | 加碼 |
| 42 | MS | Morgan Stanley | 0% | +26.88% | 加碼 |
| 43 | PJT | Pjt Partners Inc - A | 0% | +32.19% | 加碼 |
| 44 | CNC | Centene CORP | 0% | +90.99% | 加碼 |
| 45 | LRN | Stride Inc | 0% | +29.35% | 加碼 |
| 46 | ELF | Elf Beauty Inc | 0% | +32.37% | 加碼 |
| 47 | VCEL | Vericel CORP | 0% | +18.93% | 加碼 |
| 48 | ADSK | Autodesk Inc | 0% | +47.40% | 加碼 |
| 49 | AMZN | Amazon.com Inc | 0% | +2.52% | 加碼 |
| 50 | ZTS | Zoetis Inc | 0% | +53.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Gibbs Wealth Management 在 Q4 2024 季度的美股持倉總市值約為 US$9.5億，共申報了 285 個公開持股部位。
在 Q4 2024 季度，Gibbs Wealth Management 按市值排列的前三大核心持股分別為：GOVT (4.3%)、SPYG (4.1%)、SECT (3.3%)。其中最大持股部位 GOVT 佔據整體投資組合約 4.3% 的權重。
在 Q4 2024 季度中，Gibbs Wealth Management 共進行了 200 項持倉異動，包含新建倉 38 個部位、加碼 135 個部位、減碼 18 個部位以及清倉 9 個部位。 其中最大新建倉標的為 SONY。 本季清倉部位包含 IMCB。
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。
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。
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。