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: 0001908965
申報總市值
US$1.8億
US$1.8億
215 檔
26.1%
Q4 2024 季度申報顯示，Gould Capital, LLC 揭露的美股組合總市值為 US$1.8億，涵蓋 215 個不同之權益投資部位。
Gould Capital, LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 39 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 IEI, BND, VEA）占據了總市值的 26.1%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 215 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 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 8.26% | -0.65% | -0.49% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 8.11% | -0.51% | +0.04% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.22% | +0.30% | -0.35% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 5.12% | -0.06% | -0.69% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.88% | +0.19% | -1.72% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.15% | -0.66% | -2.43% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.07% | +0.26% | -0.63% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.81% | -0.03% | +3.68% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.60% | +0.10% | -1.63% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.55% | -0.03% | -1.78% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.55% | +0.25% | -1.60% | |
| 12 | AFL | Aflac Inc | 股票-金融 | 2.35% | -0.01% | -2.41% | |
| 13 | CAT | Caterpillar Inc | 股票-工業 | 2.15% | -0.12% | -1.80% | |
| 14 | NKE | Nike Inc -cl B | 股票-循環性消費 | 2.12% | +0.01% | +4671.28% | |
| 15 | PSA | Public Storage | 股票-房地產 | 2.12% | +0.17% | -1.38% | |
| 16 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.10% | +0.11% | -1.57% | |
| 17 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.10% | — | -24.17% | |
| 18 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.07% | -0.23% | -0.94% | |
| 19 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.04% | -0.15% | +4.87% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.04% | -0.03% | -0.59% | |
| 21 | AES | Aes CORP | 股票-公用事業 | 2.02% | -0.06% | +32.80% | |
| 22 | UNP | Union Pacific CORP | 股票-工業 | 1.97% | +0.07% | -0.50% | |
| 23 | KNTK | Kinetik Holdings Inc | 股票-其他 | 1.81% | — | — | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.70% | -0.01% | +0.89% | |
| 25 | FMUSD | Ishares Msci Frontier 100 | ETF-其他 | 1.58% | — | -0.62% | |
| 26 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 1.41% | +0.02% | -1.36% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.39% | +0.06% | -1.52% | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 1.27% | -0.32% | -3.31% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.13% | -0.08% | -3.30% | |
| 30 | APO | Apollo Global Management Inc | 股票-金融 | 1.08% | — | -2.06% | |
| 31 | FISV | Fiserv Inc | 股票-其他 | 1.06% | — | -2.73% | |
| 32 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.01% | -0.17% | -2.67% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.06% | +313.97% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | +0.06% | -1.00% | |
| 35 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.83% | — | -2.78% | |
| 36 | RDFN | Redfin CORP | 股票-其他 | 0.81% | — | -1.53% | |
| 37 | LRCX | Lam Research CORP | 股票-科技 | 0.80% | +0.24% | +51070.97% | |
| 38 | MU | Micron Technology Inc | 股票-科技 | 0.76% | +0.04% | -2.54% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.75% | +0.23% | -0.91% | |
| 40 | CRL | Charles River Laboratories | 股票-醫療保健 | 0.71% | — | -11.16% | |
| 41 | JNP | Juniper Networks Inc | 股票-其他 | 0.69% | — | -10.20% | |
| 42 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.67% | -0.02% | -1.77% | |
| 43 | GNRC | Generac Holdings Inc | 股票-工業 | 0.55% | -0.01% | — | |
| 44 | ENPH | Enphase Energy Inc | 股票-科技 | 0.45% | — | -7.39% | |
| 45 | COLB | Columbia Banking System Inc | 股票-金融 | 0.44% | +0.02% | — | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.39% | +0.02% | +901.50% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.30% | +0.01% | +8.32% | |
| 48 | NAD | Nuveen Quality Municipal Inc | 股票-其他 | 0.27% | -0.01% | -3.02% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.26% | — | +0.71% | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.26% | — | -0.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NKE | Nike Inc -cl B | +2.1% | +4671.28% | 加碼 |
| 2 | KNTK | Kinetik Holdings Inc | +1.8% | NEW | 新建倉 |
| 3 | NVDA | Nvidia CORP | +0.8% | +313.97% | 加碼 |
| 4 | LRCX | Lam Research CORP | +0.8% | +51070.97% | 加碼 |
| 5 | GNRC | Generac Holdings Inc | +0.6% | NEW | 新建倉 |
| 6 | AAPL | Apple Inc | +0.4% | -1.72% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.4% | -1.60% | 減碼 |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +901.50% | 加碼 |
| 9 | APO | Apollo Global Management Inc | +0.3% | -2.06% | 減碼 |
| 10 | NFLX | Netflix Inc | +0.3% | -3.31% | 減碼 |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | -0.91% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.3% | -1.52% | 減碼 |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +3.68% | 加碼 |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | +4.87% | 加碼 |
| 15 | FISV | Fiserv Inc | +0.2% | -2.73% | 減碼 |
| 16 | V | Visa Inc-class A Shares | +0.2% | -1.00% | 減碼 |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | -0.49% | 減碼 |
| 18 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | -0.69% | 減碼 |
| 19 | GILD | Gilead Sciences Inc | +0.1% | -2.67% | 減碼 |
| 20 | BND | Vanguard Total Bond Market | +0.1% | +0.04% | 加碼 |
| 21 | MSFT | Microsoft CORP | +0.1% | -0.63% | 減碼 |
| 22 | GLD | Spdr Gold Shares | +0.1% | -2.43% | 減碼 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.78% | 減碼 |
| 24 | NZF | Nuveen Municipal Credit Inc | 0% | -1.77% | 減碼 |
| 25 | SBUX | Starbucks CORP | -0.1% | -1.57% | 減碼 |
| 26 | TSLA | Tesla Inc | -0.1% | -71.65% | 減碼 |
| 27 | AGG | Ishares Core U.s. Aggregate | -0.1% | -62.89% | 減碼 |
| 28 | EFA | Ishares Msci Eafe ETF | -0.1% | -91.86% | 減碼 |
| 29 | UNP | Union Pacific CORP | -0.1% | -0.50% | 減碼 |
| 30 | JNP | Juniper Networks Inc | -0.1% | -10.20% | 減碼 |
| 31 | NVG | Nuveen Amt-fr Muni Crdt | -0.1% | -1.36% | 減碼 |
| 32 | CAT | Caterpillar Inc | -0.1% | -1.80% | 減碼 |
| 33 | CRL | Charles River Laboratories | -0.1% | -11.16% | 減碼 |
| 34 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.63% | 減碼 |
| 35 | AFL | Aflac Inc | -0.1% | -2.41% | 減碼 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | +0.89% | 加碼 |
| 37 | VZ | Verizon Communications Inc | -0.2% | -0.94% | 減碼 |
| 38 | MU | Micron Technology Inc | -0.2% | -2.54% | 減碼 |
| 39 | KO | Coca-cola Co/the | -0.2% | -0.59% | 減碼 |
| 40 | AES | Aes CORP | -0.2% | +32.80% | 加碼 |
| 41 | ENPH | Enphase Energy Inc | -0.3% | -7.39% | 減碼 |
| 42 | VEA | Vanguard Ftse Developed ETF | -0.4% | -0.35% | 減碼 |
| 43 | PSA | Public Storage | -0.4% | -1.38% | 減碼 |
| 44 | BNY | Bank Of New York Mellon CORP | -0.4% | -24.17% | 減碼 |
| 45 | RDFN | Redfin CORP | -0.4% | -1.53% | 減碼 |
| 46 | CNC | Centene CORP | -0.7% | -98.76% | 減碼 |
| 47 | OC | Owens Corning | -0.8% | -97.20% | 減碼 |
| 48 | USB | US Bancorp | -0.8% | EXIT | 清倉 |
| 49 | AMGN | Amgen Inc | -2% | -97.07% | 減碼 |
| 50 | AWK | American Water Works Co Inc | -2.2% | -99.84% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Gould Capital, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 215 個公開持股部位。
在 Q4 2024 季度，Gould Capital, LLC 按市值排列的前三大核心持股分別為：IEI (8.3%)、BND (8.1%)、VEA (7.2%)。其中最大持股部位 IEI 佔據整體投資組合約 8.3% 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
KNTK
市值: US$260.8萬
本季最大獲利了結 / 清倉標的
USB
前期市值: US$122.8萬
在 Q4 2024 季度中，Gould Capital, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 9 個部位、減碼 38 個部位以及清倉 1 個部位。 其中最大新建倉標的為 KNTK。 本季清倉部位包含 USB。
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。