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
913 檔
20.9%
截至 Q2 2024 季度末，Laird Norton Wetherby Wealth Management, LLC 的美股持倉估值約為 US$24.5億，全數申報部位共有 913 檔。
在 Q2 2024，Laird Norton Wetherby Wealth Management, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 29 個部位並完全清倉 3 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 20.9%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 913 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 | 7.12% | +6.63% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.23% | +5.24% | NEW | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.23% | +5.35% | NEW | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.19% | +4.23% | NEW | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.34% | +2.91% | NEW | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.11% | +2.28% | NEW | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.71% | +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 | 1.60% | +1.77% | NEW | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.42% | +1.12% | NEW | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.12% | +0.79% | NEW | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.98% | +1.22% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | +1.23% | NEW | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | +0.92% | NEW | |
| 15 | CMC | Commercial Metals Co | 股票-工業 | 0.74% | +0.66% | NEW | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 0.74% | +1.11% | NEW | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.74% | +0.28% | NEW | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.70% | — | -0.52% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | +0.79% | NEW | |
| 20 | GRND | Grindr Inc | 股票-其他 | 0.68% | — | — | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.66% | +1.28% | NEW | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | +0.49% | NEW | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.58% | +0.31% | NEW | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.58% | +0.48% | NEW | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.55% | +1.00% | NEW | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.55% | +0.53% | NEW | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | +0.64% | NEW | |
| 28 | ASML | ASML Holding N.V. | 股票-科技 | 0.53% | +0.43% | NEW | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.51% | +0.63% | NEW | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | +0.55% | NEW | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | +0.30% | NEW | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.43% | +0.52% | NEW | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.42% | — | -5.54% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.32% | NEW | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.41% | +0.42% | NEW | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.41% | +0.67% | NEW | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | +0.29% | NEW | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.40% | — | -2.65% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.40% | +0.49% | NEW | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.37% | — | -2.54% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.37% | +0.42% | NEW | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | +0.38% | NEW | |
| 43 | TEL | TE Connectivity plc | 股票-科技 | 0.36% | — | -5.21% | |
| 44 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.34% | — | -23.31% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.33% | +0.29% | NEW | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.33% | — | +3.45% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.32% | — | -14.94% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.32% | +0.36% | NEW | |
| 49 | DHR | Danaher CORP | 股票-醫療保健 | 0.32% | — | +11.36% | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.31% | — | -10.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.2% | -1.69% | 減碼 |
| 2 | NVDA | Nvidia CORP | +1% | +878.44% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.41% | 減碼 |
| 4 | MSFT | Microsoft CORP | +0.3% | +0.33% | 加碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.28% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | -0.63% | 減碼 |
| 7 | LLY | Eli Lilly & Co | +0.1% | +0.05% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +1.62% | 加碼 |
| 9 | VT | Vanguard Tot World Stk ETF | +0.1% | +8.21% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.1% | +2.39% | 加碼 |
| 11 | GRND | Grindr Inc | +0.1% | — | 不變 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +24.01% | 加碼 |
| 13 | COST | Costco Wholesale CORP | +0.1% | -2.67% | 減碼 |
| 14 | NFLX | Netflix Inc | +0.1% | -0.30% | 減碼 |
| 15 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | -0.52% | 減碼 |
| 16 | TSLA | Tesla Inc | +0.1% | -0.00% | 減碼 |
| 17 | PINS | Pinterest Inc- Class A | +0.1% | +16.26% | 加碼 |
| 18 | AMAT | Applied Materials Inc | +0.1% | +3.45% | 加碼 |
| 19 | BSV | Vanguard Short-term Bond ETF | +0.1% | NEW | 新建倉 |
| 20 | QCOM | Qualcomm Inc | +0.1% | -2.54% | 減碼 |
| 21 | APO | Apollo Global Management Inc | +0.1% | +286.56% | 加碼 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.52% | 減碼 |
| 23 | HDB | Hdfc Bank Ltd-adr | 0% | +28.90% | 加碼 |
| 24 | AZNN | Astrazeneca Plc-spons Adr | 0% | +3.09% | 加碼 |
| 25 | IVW | Ishares S&p 500 Growth ETF | 0% | — | 不變 |
| 26 | BMY | Bristol-myers Squibb Co | -0.1% | -25.20% | 減碼 |
| 27 | CVS | Cvs Health CORP | -0.1% | -35.73% | 減碼 |
| 28 | JPST | Jpmorgan Ultra-short Income | -0.1% | EXIT | 清倉 |
| 29 | MCD | Mcdonald's CORP | -0.1% | -6.46% | 減碼 |
| 30 | SBUX | Starbucks CORP | -0.1% | -10.81% | 減碼 |
| 31 | FIVN | Five9 Inc | -0.1% | +5.49% | 加碼 |
| 32 | AMD | Advanced Micro Devices | -0.1% | -2.08% | 減碼 |
| 33 | GILD | Gilead Sciences Inc | -0.1% | -24.95% | 減碼 |
| 34 | PEN | Penumbra Inc | -0.1% | -0.12% | 減碼 |
| 35 | CRM | Salesforce Inc | -0.1% | +1.31% | 加碼 |
| 36 | V | Visa Inc-class A Shares | -0.1% | -0.75% | 減碼 |
| 37 | CMC | Commercial Metals Co | -0.1% | +0.18% | 加碼 |
| 38 | ABT | Abbott Laboratories | -0.1% | -15.00% | 減碼 |
| 39 | PEP | Pepsico Inc | -0.1% | -14.94% | 減碼 |
| 40 | TM | Toyota Motor CORP -spon Adr | -0.1% | -2.51% | 減碼 |
| 41 | HD | Home Depot Inc | -0.1% | -2.11% | 減碼 |
| 42 | GPN | Global Payments Inc | -0.1% | -1.26% | 減碼 |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.79% | 減碼 |
| 44 | INTC | Intel CORP | -0.1% | -9.25% | 減碼 |
| 45 | FICO | Fair Isaac CORP | -0.1% | -86.53% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.1% | -8.07% | 減碼 |
| 47 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清倉 |
| 48 | ACN | Accenture plc | -0.1% | -5.54% | 減碼 |
| 49 | INBXUSD | Inhibrx Inc | -0.2% | EXIT | 清倉 |
| 50 | DIS | Walt Disney Co/the | -0.6% | -62.38% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Laird Norton Wetherby Wealth Management, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$24.5億，共申報了 913 個公開持股部位。
在 Q2 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 (7.1%)、MSFT (5.2%)、NVDA (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.1% 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
BSV
市值: US$100.6萬
本季最大獲利了結 / 清倉標的
INBXUSD
前期市值: US$458.1萬
在 Q2 2024 季度中，Laird Norton Wetherby Wealth Management, LLC 共進行了 48 項持倉異動，包含新建倉 1 個部位、加碼 15 個部位、減碼 29 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BSV。 本季清倉部位包含 INBXUSD。
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。