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
897 檔
21.1%
Q4 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 897 個不同之權益投資部位。
Laird Norton Wetherby Wealth Management, 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 45 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 AAPL, MSFT, VTI）占據了總市值的 21.1%，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 897 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 | 7.95% | +6.63% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.64% | +5.24% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.38% | +4.23% | NEW | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.36% | +5.35% | NEW | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.43% | +2.91% | NEW | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.03% | +2.28% | NEW | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.88% | +1.95% | NEW | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.74% | +1.77% | NEW | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.68% | +1.78% | NEW | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.49% | +1.12% | NEW | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.07% | +1.00% | NEW | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.03% | +1.22% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | +1.23% | NEW | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 0.96% | +1.11% | NEW | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +1.28% | NEW | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.90% | +0.79% | NEW | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.79% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | +0.92% | NEW | |
| 19 | CMC | Commercial Metals Co | 股票-工業 | 0.68% | +0.66% | NEW | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.61% | +0.49% | NEW | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 0.59% | +0.63% | NEW | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.59% | +0.28% | NEW | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.57% | +0.53% | NEW | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.55% | +0.31% | NEW | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.55% | +0.55% | NEW | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | +0.64% | NEW | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.50% | +0.48% | NEW | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.49% | +0.49% | NEW | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.49% | — | -1.83% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.46% | +0.52% | NEW | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.46% | +0.67% | NEW | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.44% | +0.29% | NEW | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | +0.30% | NEW | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.40% | +0.42% | NEW | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.39% | — | -5.94% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | +0.38% | NEW | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.37% | +0.31% | NEW | |
| 38 | ANET | Arista Networks Inc | 股票-科技 | 0.36% | +0.34% | NEW | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.36% | +0.42% | NEW | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.35% | +0.36% | NEW | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.32% | NEW | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.34% | +0.31% | NEW | |
| 43 | ASML | ASML Holding N.V. | 股票-科技 | 0.33% | +0.43% | NEW | |
| 44 | TEL | TE Connectivity plc | 股票-科技 | 0.33% | +0.42% | NEW | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.33% | +0.29% | NEW | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.32% | +0.32% | NEW | |
| 47 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.31% | — | -5.73% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.31% | +0.32% | NEW | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.31% | +0.39% | NEW | |
| 50 | ADBE | Adobe Inc | 股票-科技 | 0.30% | — | -6.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | -6.21% | 減碼 |
| 2 | TSLA | Tesla Inc | +0.4% | -3.89% | 減碼 |
| 3 | ANET | Arista Networks Inc | +0.4% | NEW | 新建倉 |
| 4 | NVDA | Nvidia CORP | +0.3% | -6.62% | 減碼 |
| 5 | AVGO | Broadcom Inc | +0.3% | -3.69% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.48% | 減碼 |
| 7 | NFLX | Netflix Inc | +0.2% | -2.56% | 減碼 |
| 8 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -3.56% | 減碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -0.49% | 減碼 |
| 11 | V | Visa Inc-class A Shares | +0.1% | -3.37% | 減碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -6.49% | 減碼 |
| 13 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 14 | BND | Vanguard Total Bond Market | +0.1% | +31.89% | 加碼 |
| 15 | CRM | Salesforce Inc | +0.1% | -0.85% | 減碼 |
| 16 | PEN | Penumbra Inc | +0.1% | -0.77% | 減碼 |
| 17 | VT | Vanguard Tot World Stk ETF | — | -2.55% | 減碼 |
| 18 | HD | Home Depot Inc | 0% | -4.71% | 減碼 |
| 19 | CMC | Commercial Metals Co | 0% | -0.22% | 減碼 |
| 20 | NVS | Novartis Ag-sponsored Adr | 0% | -5.58% | 減碼 |
| 21 | QCOM | Qualcomm Inc | 0% | -7.94% | 減碼 |
| 22 | MRK | Merck & Co. Inc. | -0.1% | -0.36% | 減碼 |
| 23 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -9.72% | 減碼 |
| 24 | XOM | Exxon Mobil CORP | -0.1% | -9.07% | 減碼 |
| 25 | AMGN | Amgen Inc | -0.1% | -7.16% | 減碼 |
| 26 | ABBV | Abbvie Inc | -0.1% | -5.72% | 減碼 |
| 27 | TMO | Thermo Fisher Scientific Inc | -0.1% | -9.21% | 減碼 |
| 28 | PEP | Pepsico Inc | -0.1% | -10.18% | 減碼 |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | -0.1% | -30.70% | 減碼 |
| 30 | PFE | Pfizer Inc | -0.1% | -29.68% | 減碼 |
| 31 | CI | THE Cigna Group | -0.1% | -9.75% | 減碼 |
| 32 | ADBE | Adobe Inc | -0.1% | -6.83% | 減碼 |
| 33 | KO | Coca-cola Co/the | -0.1% | -9.43% | 減碼 |
| 34 | AMAT | Applied Materials Inc | -0.1% | -6.41% | 減碼 |
| 35 | ELV | Elevance Health Inc | -0.1% | -18.38% | 減碼 |
| 36 | DHR | Danaher CORP | -0.1% | -9.83% | 減碼 |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.77% | 加碼 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -7.20% | 減碼 |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | -5.69% | 減碼 |
| 40 | ASML | ASML Holding N.V. | -0.1% | -7.78% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.1% | -4.63% | 減碼 |
| 42 | IVE | Ishares S&p 500 Value ETF | -0.1% | -18.36% | 減碼 |
| 43 | EAGG | Ishares Esg Aware US Aggrega | -0.1% | EXIT | 清倉 |
| 44 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 45 | AMD | Advanced Micro Devices | -0.1% | -12.33% | 減碼 |
| 46 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 47 | LLY | Eli Lilly & Co | -0.2% | -6.19% | 減碼 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -5.94% | 減碼 |
| 49 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | 清倉 |
| 50 | GRND | Grindr Inc | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Laird Norton Wetherby Wealth Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$24.5億，共申報了 897 個公開持股部位。
在 Q4 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 (8.0%)、MSFT (4.6%)、VTI (4.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.0% 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
ANET
市值: US$759.6萬
本季最大獲利了結 / 清倉標的
GRND
前期市值: US$1412.6萬
在 Q4 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 3 個部位、加碼 2 個部位、減碼 40 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 GRND。
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。