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
931 檔
20.9%
在 Q3 2024 申報期間，Laird Norton Wetherby Wealth Management, LLC（CIK: 0001279627）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$24.5億，共持有 931 個公開申報部位。
從 Q3 2024 申報觀察，Laird Norton Wetherby Wealth Management, LLC 採取防禦導向的調倉策略，本季減碼 33 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, VTI）累計市值佔比達 20.9%，是驅動 Laird Norton Wetherby Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 931 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 | 7.53% | +6.63% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | +5.24% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.13% | +4.23% | NEW | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.03% | +5.35% | NEW | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.96% | +2.91% | NEW | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.80% | +1.95% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.79% | +2.28% | NEW | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.76% | +1.78% | NEW | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.64% | +1.77% | NEW | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.49% | +1.12% | NEW | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.05% | +0.79% | NEW | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.92% | +1.22% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +1.23% | NEW | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 0.75% | +1.11% | NEW | |
| 15 | CMC | Commercial Metals Co | 股票-工業 | 0.72% | +0.66% | NEW | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | +0.79% | NEW | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +1.28% | NEW | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 0.69% | +1.00% | NEW | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.68% | +0.92% | NEW | |
| 20 | GRND | Grindr Inc | 股票-其他 | 0.65% | — | — | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.64% | +0.31% | NEW | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.64% | +0.28% | NEW | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | +0.64% | NEW | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.61% | +0.48% | NEW | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | +0.53% | NEW | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | +0.49% | NEW | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.55% | — | -2.72% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.54% | +0.63% | NEW | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | +0.55% | NEW | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.48% | — | +0.10% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.47% | +0.67% | NEW | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.44% | +0.49% | NEW | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.43% | +0.30% | NEW | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.42% | +0.42% | NEW | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.42% | +0.43% | NEW | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.41% | +0.42% | NEW | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.40% | +0.52% | NEW | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.40% | +0.29% | NEW | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.32% | NEW | |
| 40 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.36% | — | -0.21% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.36% | — | -0.99% | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.35% | +0.29% | NEW | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | +0.38% | NEW | |
| 44 | TEL | TE Connectivity plc | 股票-科技 | 0.34% | +0.42% | NEW | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.33% | +0.29% | NEW | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.32% | +0.36% | NEW | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.32% | — | -0.53% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.32% | +0.31% | NEW | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.30% | — | -0.74% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.30% | — | -5.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | -1.41% | 減碼 |
| 2 | TEL | TE Connectivity plc | +0.3% | NEW | 新建倉 |
| 3 | META | Meta Platforms Inc-class A | +0.1% | -1.98% | 減碼 |
| 4 | TSLA | Tesla Inc | +0.1% | -2.88% | 減碼 |
| 5 | JNJ | Johnson & Johnson | +0.1% | +6.52% | 加碼 |
| 6 | VT | Vanguard Tot World Stk ETF | +0.1% | +1.75% | 加碼 |
| 7 | UNH | Unitedhealth Group Inc | +0.1% | +0.02% | 加碼 |
| 8 | ORCL | Oracle CORP | +0.1% | -2.28% | 減碼 |
| 9 | ACN | Accenture plc | +0.1% | +0.10% | 加碼 |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.90% | 減碼 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.14% | 加碼 |
| 12 | HD | Home Depot Inc | 0% | -5.30% | 減碼 |
| 13 | ABBV | Abbvie Inc | 0% | -0.90% | 減碼 |
| 14 | WMT | Walmart Inc | 0% | -5.56% | 減碼 |
| 15 | BND | Vanguard Total Bond Market | 0% | +15.80% | 加碼 |
| 16 | SPGI | S&p Global Inc | 0% | +1.31% | 加碼 |
| 17 | ANRO | Alto Neuroscience Inc | 0% | NEW | 新建倉 |
| 18 | CBRE | Cbre Group Inc - A | 0% | -0.68% | 減碼 |
| 19 | AON | Aon plc | 0% | +44.64% | 加碼 |
| 20 | SNY | Sanofi-adr | 0% | +19.59% | 加碼 |
| 21 | INFY | Infosys Ltd-sp Adr | 0% | +0.10% | 加碼 |
| 22 | MA | Mastercard Inc - A | 0% | -1.60% | 減碼 |
| 23 | AVGO | Broadcom Inc | 0% | +902.22% | 加碼 |
| 24 | IVE | Ishares S&p 500 Value ETF | 0% | -0.07% | 減碼 |
| 25 | IBM | Intl Business Machines CORP | 0% | -1.00% | 減碼 |
| 26 | SHW | Sherwin-williams Co/the | 0% | +5.30% | 加碼 |
| 27 | MCD | Mcdonald's CORP | 0% | -4.91% | 減碼 |
| 28 | AXP | American Express Co | 0% | -2.78% | 減碼 |
| 29 | KO | Coca-cola Co/the | 0% | -0.53% | 減碼 |
| 30 | SAP | Sap Se-sponsored Adr | 0% | -0.16% | 減碼 |
| 31 | PINS | Pinterest Inc- Class A | 0% | -1.46% | 減碼 |
| 32 | LRCXEUR | Lam Research CORP | 0% | -1.08% | 減碼 |
| 33 | SCHW | Schwab (charles) CORP | -0.1% | -3.68% | 減碼 |
| 34 | FIVN | Five9 Inc | -0.1% | +0.43% | 加碼 |
| 35 | AMAT | Applied Materials Inc | -0.1% | +1.46% | 加碼 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -4.07% | 減碼 |
| 37 | MELI | Mercadolibre Inc | -0.1% | -76.47% | 減碼 |
| 38 | TM | Toyota Motor CORP -spon Adr | -0.1% | -5.89% | 減碼 |
| 39 | QCOM | Qualcomm Inc | -0.1% | -0.74% | 減碼 |
| 40 | LLY | Eli Lilly & Co | -0.1% | -1.84% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -2.44% | 減碼 |
| 42 | ASML | ASML Holding N.V. | -0.1% | -1.55% | 減碼 |
| 43 | INTC | Intel CORP | -0.1% | -41.20% | 減碼 |
| 44 | GOOG | Alphabet Inc-cl C | -0.1% | -4.11% | 減碼 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -2.72% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.2% | -0.00% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.86% | 減碼 |
| 48 | TEL | TE Connectivity plc | -0.4% | EXIT | 清倉 |
| 49 | AMZN | Amazon.com Inc | -0.4% | -5.30% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.5% | -2.93% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Laird Norton Wetherby Wealth Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$24.5億，共申報了 931 個公開持股部位。
在 Q3 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 (7.5%)、MSFT (4.7%)、VTI (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.5% 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
TEL
市值: US$754.4萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$753.9萬
在 Q3 2024 季度中，Laird Norton Wetherby Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 14 個部位、減碼 33 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
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。