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: 0002025409
申報總市值
US$2.0億
US$2.0億
56 檔
34.0%
截至 Q4 2024 季度末，Greater Midwest Financial Group, LLC 的美股持倉估值約為 US$2.0億，全數申報部位共有 56 檔。
在 Q4 2024，Greater Midwest Financial Group, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 26 個既有持股進行加碼（合計增持 30 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 MSFT, AAPL, AVUV）占據了總市值的 34.0%，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 | MSFT | Microsoft CORP | 股票-科技 | 10.52% | -0.29% | +14.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.59% | +0.03% | +3.34% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 8.32% | +0.32% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.94% | +0.70% | +0.56% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.75% | +0.23% | +2.03% | |
| 6 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 7.34% | — | -1.49% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 6.16% | +0.08% | -9.11% | |
| 8 | CRM | Salesforce Inc | 股票-科技 | 4.35% | -0.18% | EXIT | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.04% | — | +20.33% | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 2.49% | -0.84% | +218.71% | |
| 11 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.35% | — | -43.90% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.30% | -0.10% | +9.38% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.25% | +0.23% | +10.54% | |
| 14 | AMAT | Applied Materials Inc | 股票-科技 | 1.77% | +0.19% | NEW | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.66% | +0.15% | +115.61% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | +0.02% | +3.91% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.63% | +0.27% | +9.44% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.57% | +0.04% | +7.72% | |
| 19 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.40% | — | +23.33% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.36% | +0.12% | NEW | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.27% | +0.01% | +355.66% | |
| 22 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.13% | — | +12.23% | |
| 23 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.11% | — | +13.55% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | +0.01% | +19.00% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 1.05% | +2.57% | — | |
| 26 | ALL | Allstate CORP | 股票-金融 | 0.91% | +0.01% | +11.76% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.78% | — | -16.85% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.70% | +0.81% | +23.89% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.65% | +0.45% | -67.33% | |
| 30 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-其他 | 0.56% | -0.02% | +1.81% | |
| 31 | MCK | Mckesson CORP | 股票-醫療保健 | 0.53% | +0.05% | -4.63% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.43% | -0.02% | +0.46% | |
| 33 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.42% | +0.26% | -7.06% | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | -0.05% | +0.47% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.02% | +0.21% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.33% | +0.21% | +0.90% | |
| 37 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.32% | -0.02% | -13.70% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.30% | +0.56% | -6.30% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.28% | +0.01% | -34.03% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.27% | +0.02% | -13.21% | |
| 41 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.27% | — | -96.87% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.24% | +0.02% | -3.34% | |
| 43 | EMR | Emerson Electric Co | 股票-工業 | 0.20% | — | +0.28% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.19% | +0.01% | +0.73% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.19% | — | +0.53% | |
| 46 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.18% | -0.16% | EXIT | |
| 47 | TSLA | Tesla Inc | 股票-循環性消費 | 0.17% | +0.01% | — | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.16% | +0.07% | +0.43% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.16% | +0.01% | +0.22% | |
| 50 | TGT | Target CORP | 股票-循環性消費 | 0.15% | — | +0.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +8.3% | NEW | 新建倉 |
| 2 | NFLX | Netflix Inc | +1.9% | +218.71% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.8% | +14.73% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +1.8% | +2.03% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +1.5% | +0.56% | 加碼 |
| 6 | AVGO | Broadcom Inc | +1.5% | -9.11% | 減碼 |
| 7 | AAPL | Apple Inc | +1.4% | +3.34% | 加碼 |
| 8 | LRCX | Lam Research CORP | +1.1% | NEW | 新建倉 |
| 9 | GS | Goldman Sachs Group Inc | +1.1% | +355.66% | 加碼 |
| 10 | CRM | Salesforce Inc | +1% | -0.67% | 減碼 |
| 11 | JEPI | Jpmorgan Equity Premium Inco | +0.6% | +20.33% | 加碼 |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +9.44% | 加碼 |
| 13 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.5% | -1.49% | 減碼 |
| 14 | PLTR | Palantir Technologies Inc-a | +0.4% | -43.90% | 減碼 |
| 15 | META | Meta Platforms Inc-class A | +0.4% | +9.38% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.4% | +3.91% | 加碼 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +10.54% | 加碼 |
| 18 | PANW | Palo Alto Networks Inc | +0.3% | +115.61% | 加碼 |
| 19 | PYPL | Paypal Holdings Inc | +0.3% | +12.23% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.3% | +19.00% | 加碼 |
| 21 | FLTR | Vaneck Ig Floating Rate ETF | +0.2% | NEW | 新建倉 |
| 22 | TSLA | Tesla Inc | +0.2% | NEW | 新建倉 |
| 23 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.2% | +13.55% | 加碼 |
| 24 | ALL | Allstate CORP | +0.2% | +11.76% | 加碼 |
| 25 | CAT | Caterpillar Inc | +0.1% | +9.50% | 加碼 |
| 26 | MCK | Mckesson CORP | +0.1% | -4.63% | 減碼 |
| 27 | NVDA | Nvidia CORP | +0.1% | +0.90% | 加碼 |
| 28 | EMR | Emerson Electric Co | 0% | +0.28% | 加碼 |
| 29 | IBTM | Ishares Ibnds Dec 2032 Tt | 0% | +1.81% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | 0% | +0.43% | 加碼 |
| 31 | UNH | Unitedhealth Group Inc | 0% | +7.72% | 加碼 |
| 32 | SMH | Vaneck Semiconductor ETF | — | -7.06% | 減碼 |
| 33 | PEP | Pepsico Inc | — | -2.58% | 減碼 |
| 34 | AMAT | Applied Materials Inc | 0% | +14.44% | 加碼 |
| 35 | AMD | Advanced Micro Devices | 0% | +23.89% | 加碼 |
| 36 | TGT | Target CORP | 0% | +0.45% | 加碼 |
| 37 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | -13.70% | 減碼 |
| 38 | ABBV | Abbvie Inc | -0.1% | -13.21% | 減碼 |
| 39 | DGRO | Ishares Core Dividend Growth | -0.1% | -16.85% | 減碼 |
| 40 | WMT | Walmart Inc | -0.1% | EXIT | 清倉 |
| 41 | REGN | Regeneron Pharmaceuticals | -0.2% | +23.33% | 加碼 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | -34.03% | 減碼 |
| 43 | IBTE | Ishares Ibonds Dec 2024 Term | -0.4% | EXIT | 清倉 |
| 44 | SMCIUSD | Super Micro Computer Inc | -0.8% | EXIT | 清倉 |
| 45 | LRCXEUR | Lam Research CORP | -1% | EXIT | 清倉 |
| 46 | LLY | Eli Lilly & Co | -1.5% | -67.33% | 減碼 |
| 47 | DE | Deere & Co | -1.5% | EXIT | 清倉 |
| 48 | XLE | Ss Energy Select Sector | -4.6% | EXIT | 清倉 |
| 49 | FDVV | Fidelity High Dividend ETF | -7.9% | -96.87% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -8.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Greater Midwest Financial Group, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.0億，共申報了 56 個公開持股部位。
在 Q4 2024 季度，Greater Midwest Financial Group, LLC 按市值排列的前三大核心持股分別為：MSFT (10.5%)、AAPL (8.6%)、AVUV (8.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.5% 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
AVUV
市值: US$1313.7萬
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$1416.0萬
在 Q4 2024 季度中，Greater Midwest Financial Group, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 26 個部位、減碼 13 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AVUV。 本季清倉部位包含 SPY。
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。