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: 0001279627
申報總市值
US$24.5億
US$24.5億
948 檔
18.4%
Q1 2024 季度申報顯示，Laird Norton Wetherby Wealth Management, LLC 揭露的美股組合總市值為 US$24.5億，涵蓋 948 個不同之權益投資部位。
在 Q1 2024，Laird Norton Wetherby Wealth Management, LLC 進行了溫和的常態性持倉調整（包含新建倉 2 檔、加碼 25 檔、減碼 22 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, VTI）占據了總市值的 18.4%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 948 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 | 5.96% | +6.63% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.96% | +5.24% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.22% | +4.23% | NEW | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.19% | +5.35% | NEW | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.18% | +2.91% | NEW | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.79% | +2.28% | NEW | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.79% | +1.78% | NEW | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.66% | +1.95% | NEW | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.56% | +1.77% | NEW | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.30% | +1.12% | NEW | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.98% | +0.79% | NEW | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | +1.23% | NEW | |
| 13 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.88% | — | +0.45% | |
| 14 | CMC | Commercial Metals Co | 股票-工業 | 0.80% | +0.66% | NEW | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.79% | +1.22% | NEW | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | +0.79% | NEW | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.75% | +0.28% | NEW | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 0.68% | +1.11% | NEW | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | +0.92% | NEW | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.64% | — | +0.61% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | +0.64% | NEW | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 0.63% | +0.53% | NEW | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.60% | +0.31% | NEW | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.60% | +0.48% | NEW | |
| 25 | GRND | Grindr Inc | 股票-其他 | 0.57% | — | — | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | +0.63% | NEW | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | +1.28% | NEW | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | +0.49% | NEW | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.52% | +0.43% | NEW | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.52% | — | -2.27% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.50% | +1.00% | NEW | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.29% | NEW | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.46% | +0.30% | NEW | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.45% | +0.55% | NEW | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.42% | +0.52% | NEW | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.41% | +0.42% | NEW | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.40% | — | -3.19% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.40% | +0.42% | NEW | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.39% | +0.29% | NEW | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.38% | — | -2.83% | |
| 41 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 0.38% | — | +0.74% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.37% | +0.67% | NEW | |
| 43 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.37% | — | -17.20% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.37% | +0.36% | NEW | |
| 45 | WMT | Walmart Inc | 股票-非循環性消費 | 0.37% | +0.49% | NEW | |
| 46 | TEL | TE Connectivity plc | 股票-科技 | 0.37% | — | +2.69% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | +0.38% | NEW | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.35% | — | +55.64% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.32% | NEW | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.32% | — | +0.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -0.30% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +11.23% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.3% | -1.28% | 減碼 |
| 4 | LLY | Eli Lilly & Co | +0.2% | -0.75% | 減碼 |
| 5 | DIS | Walt Disney Co/the | +0.2% | +0.45% | 加碼 |
| 6 | GPN | Global Payments Inc | +0.2% | +256.65% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.29% | 加碼 |
| 8 | SCHW | Schwab (charles) CORP | +0.1% | +55.64% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.1% | +0.06% | 加碼 |
| 10 | ASML | ASML Holding N.V. | +0.1% | +2.03% | 加碼 |
| 11 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +0.61% | 加碼 |
| 12 | TM | Toyota Motor CORP -spon Adr | +0.1% | +0.74% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.1% | -1.05% | 減碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.22% | 減碼 |
| 15 | BDX | Becton Dickinson And Co | +0.1% | NEW | 新建倉 |
| 16 | CMC | Commercial Metals Co | +0.1% | -0.01% | 減碼 |
| 17 | AMD | Advanced Micro Devices | +0.1% | +0.83% | 加碼 |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | NEW | 新建倉 |
| 19 | AVGO | Broadcom Inc | +0.1% | +0.63% | 加碼 |
| 20 | WSM | Williams-sonoma Inc | +0.1% | +0.47% | 加碼 |
| 21 | MRK | Merck & Co. Inc. | 0% | -3.66% | 減碼 |
| 22 | HDB | Hdfc Bank Ltd-adr | 0% | +162.10% | 加碼 |
| 23 | GE | General Electric | 0% | +1.18% | 加碼 |
| 24 | GRND | Grindr Inc | 0% | — | 不變 |
| 25 | ABBV | Abbvie Inc | 0% | +0.97% | 加碼 |
| 26 | AMAT | Applied Materials Inc | 0% | -0.71% | 減碼 |
| 27 | SAP | Sap Se-sponsored Adr | 0% | -0.28% | 減碼 |
| 28 | AXP | American Express Co | 0% | +0.76% | 加碼 |
| 29 | VT | Vanguard Tot World Stk ETF | 0% | +2.83% | 加碼 |
| 30 | MA | Mastercard Inc - A | 0% | +0.72% | 加碼 |
| 31 | ORCL | Oracle CORP | 0% | -0.50% | 減碼 |
| 32 | CRM | Salesforce Inc | 0% | +1.26% | 加碼 |
| 33 | QCOM | Qualcomm Inc | 0% | +0.05% | 加碼 |
| 34 | CAT | Caterpillar Inc | 0% | +0.09% | 加碼 |
| 35 | BAC | Bank Of America CORP | 0% | +1.85% | 加碼 |
| 36 | ETN | Eaton Corporation plc | 0% | -1.78% | 減碼 |
| 37 | IVE | Ishares S&p 500 Value ETF | 0% | +3.78% | 加碼 |
| 38 | HD | Home Depot Inc | 0% | -0.64% | 減碼 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.67% | 減碼 |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.62% | 減碼 |
| 41 | V | Visa Inc-class A Shares | 0% | +0.02% | 加碼 |
| 42 | GOOG | Alphabet Inc-cl C | 0% | -0.33% | 減碼 |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | -0.37% | 減碼 |
| 44 | FIVN | Five9 Inc | -0.1% | +0.03% | 加碼 |
| 45 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.16% | 減碼 |
| 46 | CNXC | Concentrix CORP | -0.1% | -50.03% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.1% | -2.48% | 減碼 |
| 48 | ADBE | Adobe Inc | -0.1% | -2.83% | 減碼 |
| 49 | TSLA | Tesla Inc | -0.3% | -5.32% | 減碼 |
| 50 | AAPL | Apple Inc | -1.5% | -1.74% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Laird Norton Wetherby Wealth Management, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$24.5億，共申報了 948 個公開持股部位。
在 Q1 2024 季度，Laird Norton Wetherby Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (6.0%)、MSFT (5.0%)、VTI (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 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
BDX
市值: US$147.2萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$1.4億
在 Q1 2024 季度中，Laird Norton Wetherby Wealth Management, LLC 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BDX。
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。