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: 0002023568
申報總市值
US$3.7億
US$3.7億
807 檔
14.7%
Q3 2024 季度申報顯示，Global Financial Private Client, LLC 揭露的美股組合總市值為 US$3.7億，涵蓋 807 個不同之權益投資部位。
Q3 2024 的申報記錄反映 Global Financial Private Client, LLC 的板塊替換策略：機構本季推動了 26 筆增持與 23 筆減持，籌碼呈現明顯的結構重組。
整體而言，Global Financial Private Client, LLC 的前 5 大持股（包含 AAPL, SPY, BRK-A）貢獻了組合市值的 14.7%，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 807 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 | 6.51% | -0.09% | +1.43% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.63% | +0.13% | +2.08% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 4.04% | — | — | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.20% | -0.26% | -0.68% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.74% | +0.06% | -2.45% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -0.20% | +5.55% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.75% | -0.12% | -0.34% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 1.55% | -0.03% | -1.00% | |
| 9 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.28% | +0.02% | +0.90% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.22% | +0.05% | +6.00% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.22% | -0.49% | +1.34% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.16% | -0.11% | -1.50% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.15% | — | +0.04% | |
| 14 | XLSR | Ss US Sector Rotation | ETF-其他 | 0.98% | +0.02% | +0.14% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | +0.10% | +8.97% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | -1.12% | EXIT | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.91% | -0.08% | +0.64% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | -0.10% | +1.21% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.88% | -0.06% | — | |
| 20 | AFL | Aflac Inc | 股票-金融 | 0.87% | -0.03% | -0.60% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.86% | +0.04% | +14.31% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.08% | +4.49% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.76% | -0.03% | +0.08% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.76% | -0.23% | -31.51% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | -0.06% | +2.86% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.75% | -0.17% | +0.70% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.74% | -0.09% | +14.03% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | -0.02% | +24.00% | |
| 29 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.70% | -0.04% | -19.10% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | -0.05% | +9.39% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.66% | +0.10% | -0.94% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.65% | -0.04% | +28.67% | |
| 33 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.64% | +0.03% | +174.49% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | -0.02% | +2.92% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.62% | -0.11% | +14.17% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.06% | +7.96% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.02% | +3.47% | |
| 38 | ZION | Zions Bancorp NA | 股票-金融 | 0.61% | +0.01% | -0.65% | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.61% | -0.01% | -0.34% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.58% | -0.04% | +0.35% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.37% | +0.50% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | +0.03% | -6.05% | |
| 43 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.57% | +0.07% | +14.02% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.57% | -0.08% | — | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.56% | — | +7.14% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.22% | -29.62% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.55% | -0.08% | +0.20% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.51% | +0.08% | -6.19% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.06% | -50.12% | |
| 50 | STT | State Street CORP | 股票-金融 | 0.48% | +0.09% | +2210.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | STT | State Street CORP | +0.5% | +2210.50% | 加碼 |
| 2 | BNY | Bank Of New York Mellon CORP | +0.4% | +174.49% | 加碼 |
| 3 | AAPL | Apple Inc | +0.3% | +1.43% | 加碼 |
| 4 | D | Dominion Energy Inc | +0.3% | NEW | 新建倉 |
| 5 | NXST | Nexstar Media Group Inc | +0.3% | NEW | 新建倉 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.3% | +115.83% | 加碼 |
| 7 | ETR | Entergy CORP | +0.3% | +151.66% | 加碼 |
| 8 | IBM | Intl Business Machines CORP | +0.2% | +24.00% | 加碼 |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | +0.2% | +151.79% | 加碼 |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | 不變 |
| 11 | SPGI | S&p Global Inc | +0.2% | +5157.89% | 加碼 |
| 12 | CGMS | Cap Group US Multi-sect Bond | +0.2% | NEW | 新建倉 |
| 13 | NDAQ | Nasdaq Inc | +0.2% | +86.92% | 加碼 |
| 14 | ADP | Automatic Data Processing | +0.2% | +41.36% | 加碼 |
| 15 | IAU | Ishares Gold Trust | +0.2% | +865.10% | 加碼 |
| 16 | FDX | Fedex CORP | +0.1% | +452.33% | 加碼 |
| 17 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +14.31% | 加碼 |
| 18 | GEV | GE Vernova Inc | +0.1% | +1.66% | 加碼 |
| 19 | AFL | Aflac Inc | +0.1% | -0.60% | 減碼 |
| 20 | PAVE | Global X US Infrastructure | +0.1% | NEW | 新建倉 |
| 21 | RTX | Rtx CORP | +0.1% | +39.17% | 加碼 |
| 22 | HD | Home Depot Inc | +0.1% | +2.86% | 加碼 |
| 23 | DIS | Walt Disney Co/the | +0.1% | +28.67% | 加碼 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +4.49% | 加碼 |
| 25 | MCD | Mcdonald's CORP | +0.1% | +0.70% | 加碼 |
| 26 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +14.03% | 加碼 |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | +6.00% | 加碼 |
| 28 | SCHD | Schwab US Dvd Equity ETF | 0% | -0.68% | 減碼 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.08% | 加碼 |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.34% | 減碼 |
| 31 | AES | Aes CORP | -0.2% | EXIT | 清倉 |
| 32 | QCOM | Qualcomm Inc | -0.2% | -6.19% | 減碼 |
| 33 | PSX | Phillips 66 | -0.2% | -75.09% | 減碼 |
| 34 | SLV | Ishares Silver Trust | -0.2% | EXIT | 清倉 |
| 35 | IGV | Ishares Expanded Tech-softwa | -0.2% | -41.89% | 減碼 |
| 36 | PCAR | Paccar Inc | -0.2% | -27.70% | 減碼 |
| 37 | VPL | Vanguard Ftse Pacific ETF | -0.2% | -31.03% | 減碼 |
| 38 | QQQM | Invesco Nasdaq 100 ETF | -0.2% | -31.57% | 減碼 |
| 39 | WWD | Woodward Inc | -0.3% | -98.50% | 減碼 |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -53.53% | 減碼 |
| 41 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -29.62% | 減碼 |
| 42 | SNPS | Synopsys Inc | -0.3% | -97.83% | 減碼 |
| 43 | SMH | Vaneck Semiconductor ETF | -0.3% | -37.92% | 減碼 |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.4% | -31.51% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.4% | -50.12% | 減碼 |
| 46 | LRCXEUR | Lam Research CORP | -0.4% | EXIT | 清倉 |
| 47 | EMN | Eastman Chemical Co | -0.4% | -99.91% | 減碼 |
| 48 | FTEC | Fidelity Msci Info Tech Indx | -0.5% | -61.96% | 減碼 |
| 49 | V | Visa Inc-class A Shares | -0.5% | -80.46% | 減碼 |
| 50 | MS | Morgan Stanley | -0.6% | -91.92% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Global Financial Private Client, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.7億，共申報了 807 個公開持股部位。
在 Q3 2024 季度，Global Financial Private Client, LLC 按市值排列的前三大核心持股分別為：AAPL (6.5%)、SPY (4.6%)、BRK-A (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.5% 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
D
市值: US$71.8萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$102.4萬
在 Q3 2024 季度中，Global Financial Private Client, LLC 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 22 個部位、減碼 20 個部位以及清倉 3 個部位。 其中最大新建倉標的為 D。 本季清倉部位包含 LRCXEUR。
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。