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: 0001767855
申報總市值
US$7.0億
US$7.0億
143 檔
13.2%
Q4 2024 季度申報顯示，Global Wealth Management Investment Advisory, Inc. 揭露的美股組合總市值為 US$7.0億，涵蓋 143 個不同之權益投資部位。
在 Q4 2024，Global Wealth Management Investment Advisory, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 18 個新部位，並對 97 個既有持股進行加碼（合計增持 115 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 VGSH, VCIT, JEPI）占據了總市值的 13.2%，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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.32% | -0.18% | +6.53% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.64% | -0.04% | +6.20% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.59% | -0.02% | +5.08% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.35% | +0.16% | +3.88% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.16% | +0.29% | +1.92% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.01% | +0.10% | +1.32% | |
| 7 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.68% | -0.13% | +5.27% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.56% | +0.12% | +0.98% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | — | +6.23% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.29% | — | +4.25% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.19% | +0.12% | +1.98% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.14% | +0.21% | +3.82% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 2.11% | +0.25% | +1.69% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.07% | +0.03% | +7.16% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.02% | -0.06% | +5.89% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.89% | -0.58% | +10.74% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.64% | +0.18% | +4.46% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.55% | +0.09% | +8.92% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.20% | +0.18% | +8.46% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.15% | -0.10% | -3.70% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.13% | -0.07% | +5.56% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | -1.44% | EXIT | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.11% | — | +4.36% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.10% | +0.20% | +24.15% | |
| 25 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.10% | -0.08% | -7.40% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 1.07% | +0.16% | -2.99% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | -0.01% | +6.83% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.99% | +0.02% | -24.36% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.99% | +0.11% | +0.85% | |
| 30 | HON | Honeywell International Inc | 股票-工業 | 0.95% | — | +3.54% | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 0.94% | +0.18% | +2.17% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事業 | 0.93% | -0.06% | +2.68% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.92% | — | +102.21% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 0.90% | -0.09% | +1.90% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.90% | — | -1.49% | |
| 36 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.89% | -0.25% | — | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.89% | — | +5.87% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工業 | 0.89% | +0.02% | +42.51% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.88% | +0.08% | +3.21% | |
| 40 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.85% | +0.06% | +5.04% | |
| 41 | D | Dominion Energy Inc | 股票-公用事業 | 0.85% | +0.01% | — | |
| 42 | GD | General Dynamics CORP | 股票-工業 | 0.80% | -0.01% | +6.23% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | +0.05% | +3.42% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.74% | +0.03% | -4.52% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.73% | +0.13% | +3.52% | |
| 46 | TFC | Truist Financial CORP | 股票-金融 | 0.73% | +0.05% | +4.76% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.72% | +0.06% | +5.07% | |
| 48 | BP | Bp Plc-spons Adr | 股票-能源 | 0.70% | — | +17.99% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.05% | +2.31% | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.69% | -0.02% | +0.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | +0.9% | NEW | 新建倉 |
| 2 | D | Dominion Energy Inc | +0.9% | NEW | 新建倉 |
| 3 | CCI | Crown Castle Inc | +0.7% | NEW | 新建倉 |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | NEW | 新建倉 |
| 5 | PYPL | Paypal Holdings Inc | +0.5% | NEW | 新建倉 |
| 6 | MRK | Merck & Co. Inc. | +0.4% | +102.21% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +8.92% | 加碼 |
| 8 | DCMT | Doubleline Commodity ETF | +0.2% | NEW | 新建倉 |
| 9 | AAPL | Apple Inc | +0.2% | +3.88% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +1.98% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.2% | +25.82% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +8.46% | 加碼 |
| 13 | UPS | United Parcel Service-cl B | +0.2% | +42.51% | 加碼 |
| 14 | LULU | Lululemon Athletica Inc | +0.2% | +20.42% | 加碼 |
| 15 | NEE | Nextera Energy Inc | +0.2% | +68.62% | 加碼 |
| 16 | NVDA | Nvidia CORP | +0.2% | +0.98% | 加碼 |
| 17 | BAC | Bank Of America CORP | +0.2% | +1.69% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.1% | +5.55% | 加碼 |
| 19 | ✓ | Bank Montreal Que | +0.1% | NEW | 新建倉 |
| 20 | MS | Morgan Stanley | +0.1% | -2.99% | 減碼 |
| 21 | CVX | Chevron CORP | +0.1% | +10.74% | 加碼 |
| 22 | ABBV | Abbvie Inc | +0.1% | +24.15% | 加碼 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +3.21% | 加碼 |
| 24 | HON | Honeywell International Inc | +0.1% | +3.54% | 加碼 |
| 25 | AXP | American Express Co | +0.1% | +5.07% | 加碼 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.92% | 加碼 |
| 27 | NET | Cloudflare Inc - Class A | +0.1% | -4.63% | 減碼 |
| 28 | KMI | Kinder Morgan, Inc. | +0.1% | +8.75% | 加碼 |
| 29 | BX | Blackstone Inc | +0.1% | +20.27% | 加碼 |
| 30 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 31 | AVGO | Broadcom Inc | +0.1% | NEW | 新建倉 |
| 32 | BPRN | Princeton Bancorp Inc | +0.1% | NEW | 新建倉 |
| 33 | BP | Bp Plc-spons Adr | 0% | +17.99% | 加碼 |
| 34 | MAR | Marriott International -cl A | 0% | +3.43% | 加碼 |
| 35 | MLPA | Global X Mlp ETF | 0% | +12.53% | 加碼 |
| 36 | SUB | Ishares Short-term National | 0% | NEW | 新建倉 |
| 37 | NOW | Servicenow Inc | 0% | NEW | 新建倉 |
| 38 | CMI | Cummins Inc | 0% | NEW | 新建倉 |
| 39 | BNL | Broadstone Net Lease Inc | 0% | NEW | 新建倉 |
| 40 | WMT | Walmart Inc | 0% | -3.70% | 減碼 |
| 41 | COST | Costco Wholesale CORP | 0% | +5.89% | 加碼 |
| 42 | VUG | Vanguard Growth ETF | 0% | +2.04% | 加碼 |
| 43 | PANW | Palo Alto Networks Inc | 0% | +106.73% | 加碼 |
| 44 | DGRO | Ishares Core Dividend Growth | 0% | +17.83% | 加碼 |
| 45 | FSK | Fs Kkr Capital CORP | 0% | +7.57% | 加碼 |
| 46 | VGSH | Vanguard Short-term Treasury | 0% | +6.53% | 加碼 |
| 47 | GLDM | Spdr Gold Minishares Trust | 0% | +9.49% | 加碼 |
| 48 | TJX | Tjx Companies Inc | 0% | +6.84% | 加碼 |
| 49 | CMG | Chipotle Mexican Grill Inc | 0% | +4.27% | 加碼 |
| 50 | MUB | Ishares National Muni Bond E | 0% | +18.68% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Global Wealth Management Investment Advisory, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$7.0億，共申報了 143 個公開持股部位。
在 Q4 2024 季度，Global Wealth Management Investment Advisory, Inc. 按市值排列的前三大核心持股分別為：VGSH (5.3%)、VCIT (3.6%)、JEPI (3.6%)。其中最大持股部位 VGSH 佔據整體投資組合約 5.3% 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
VZ
市值: US$433.3萬
本季最大獲利了結 / 清倉標的
DOW
前期市值: US$495.1萬
在 Q4 2024 季度中，Global Wealth Management Investment Advisory, Inc. 共進行了 150 項持倉異動，包含新建倉 18 個部位、加碼 97 個部位、減碼 25 個部位以及清倉 10 個部位。 其中最大新建倉標的為 VZ。 本季清倉部位包含 DOW。
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。