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。
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CIK: 0001757128
申報總市值
US$10.3億
US$10.3億
650 檔
12.5%
在 Q2 2024 的 13F 官方備案中，Laurel Wealth Advisors LLC 管理的美股投資組合規模來到 US$10.3億，整體持股檔數為 650 檔。
數據顯示 Laurel Wealth Advisors LLC 於 Q2 2024 季度持續回收資金，對 37 個既有部位進行裁減並清倉 1 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 VIG, AAPL, MSFT）累計市值佔比達 12.5%，是驅動 Laurel Wealth Advisors 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 650 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.54% | +0.09% | +0.71% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.02% | -0.16% | -1.88% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.68% | -0.31% | -2.27% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 3.68% | +0.05% | +9.89% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.46% | -0.27% | +788.24% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.13% | +0.01% | +5.94% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.97% | -0.05% | -0.46% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.74% | -0.08% | -3.59% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.62% | +0.30% | -3.76% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.21% | +0.09% | -0.55% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | +0.09% | -4.80% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.87% | +0.01% | -3.18% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.80% | +0.24% | -3.24% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.68% | +0.09% | -2.51% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.47% | +0.09% | -2.23% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.43% | -0.24% | -4.55% | |
| 17 | DUK | Duke Energy CORP | 股票-公用事業 | 1.43% | -0.01% | -4.34% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 1.39% | -0.05% | -2.42% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | +0.12% | -6.00% | |
| 20 | AMGN | Amgen Inc | 股票-醫療保健 | 1.31% | +0.05% | -3.17% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.25% | -0.01% | -5.45% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | +0.03% | -1.91% | |
| 23 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.16% | -0.02% | -1.62% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.07% | -3.84% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.98% | -0.02% | -6.43% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.96% | +0.13% | -2.89% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.92% | +0.01% | -6.36% | |
| 28 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.90% | -0.03% | +0.63% | |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.87% | — | +0.27% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.85% | -0.03% | -3.62% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.84% | +0.02% | +6.87% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.81% | +0.12% | -6.00% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.76% | +0.05% | -0.94% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.76% | -0.12% | -0.50% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.75% | -0.06% | -0.53% | |
| 36 | XLF | Ss Financial Select Sector | ETF-其他 | 0.71% | +0.01% | -2.19% | |
| 37 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 0.70% | +0.01% | — | |
| 38 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.68% | -0.01% | +3.04% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.66% | — | +1.64% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.65% | -0.06% | -3.62% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.64% | +0.01% | +0.26% | |
| 42 | SO | Southern Co/the | 股票-公用事業 | 0.64% | — | -4.98% | |
| 43 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.61% | -0.02% | -3.95% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.60% | +0.07% | -2.05% | |
| 45 | HON | Honeywell International Inc | 股票-工業 | 0.60% | -0.34% | EXIT | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.56% | -0.04% | -2.66% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.03% | -0.49% | |
| 48 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.52% | — | -4.19% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.50% | — | -2.25% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.49% | -0.01% | -4.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | -1.88% | 減碼 |
| 2 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +0.7% | NEW | 新建倉 |
| 3 | NVDA | Nvidia CORP | +0.7% | +788.24% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.59% | 減碼 |
| 5 | TFLO | Ishares Treasury Floating Ra | +0.4% | +9.89% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.3% | -3.76% | 減碼 |
| 7 | MSFT | Microsoft CORP | +0.3% | -2.27% | 減碼 |
| 8 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +5.94% | 加碼 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.46% | 減碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -0.50% | 減碼 |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +0.71% | 加碼 |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +149.16% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | -4.55% | 減碼 |
| 14 | PFE | Pfizer Inc | +0.1% | +64.67% | 加碼 |
| 15 | AMGN | Amgen Inc | +0.1% | -3.17% | 減碼 |
| 16 | VUG | Vanguard Growth ETF | +0.1% | -2.42% | 減碼 |
| 17 | AMZN | Amazon.com Inc | +0.1% | -3.24% | 減碼 |
| 18 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +26.50% | 加碼 |
| 19 | IYW | Ishares Ustechnology ETF | +0.1% | +3.16% | 加碼 |
| 20 | XLK | Ss Technology Select Sector | +0.1% | -0.94% | 減碼 |
| 21 | BAC | Bank Of America CORP | +0.1% | -2.23% | 減碼 |
| 22 | PG | Procter & Gamble Co/the | 0% | -5.45% | 減碼 |
| 23 | XLF | Ss Financial Select Sector | 0% | -2.19% | 減碼 |
| 24 | XLY | Ss Consumer Disc Select Sect | 0% | -13.72% | 減碼 |
| 25 | UNP | Union Pacific CORP | 0% | — | 不變 |
| 26 | RTX | Rtx CORP | 0% | -10.62% | 減碼 |
| 27 | BDX | Becton Dickinson And Co | 0% | -3.01% | 減碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.91% | 減碼 |
| 29 | PEP | Pepsico Inc | 0% | -0.53% | 減碼 |
| 30 | IJR | Ishares Core S&p Small-cap E | -0.1% | -0.55% | 減碼 |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | -4.80% | 減碼 |
| 32 | MMM | 3m Co | -0.1% | -19.52% | 減碼 |
| 33 | XLV | Ss Health Care Select Sector | -0.1% | -24.05% | 減碼 |
| 34 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | -0.1% | EXIT | 清倉 |
| 35 | DG | Dollar General CORP | -0.1% | +0.48% | 加碼 |
| 36 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -6.43% | 減碼 |
| 37 | ABBV | Abbvie Inc | -0.1% | -2.89% | 減碼 |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -8.72% | 減碼 |
| 39 | ENB | Enbridge Inc | -0.1% | -13.73% | 減碼 |
| 40 | IWM | Ishares Russell 2000 ETF | -0.1% | -11.60% | 減碼 |
| 41 | BSCO | Invesco Bulletshares 2024 Cb | -0.1% | -24.12% | 減碼 |
| 42 | CSCO | Cisco Systems Inc | -0.1% | -6.00% | 減碼 |
| 43 | MCD | Mcdonald's CORP | -0.1% | -3.62% | 減碼 |
| 44 | CRM | Salesforce Inc | -0.1% | -2.66% | 減碼 |
| 45 | DIS | Walt Disney Co/the | -0.1% | -7.68% | 減碼 |
| 46 | NKE | Nike Inc -cl B | -0.1% | -4.42% | 減碼 |
| 47 | JNJ | Johnson & Johnson | -0.2% | -6.00% | 減碼 |
| 48 | MA | Mastercard Inc - A | -0.2% | -3.18% | 減碼 |
| 49 | HD | Home Depot Inc | -0.2% | -2.51% | 減碼 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -3.1% | +233.33% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Laurel Wealth Advisors LLC 在 Q2 2024 季度的美股持倉總市值約為 US$10.3億，共申報了 650 個公開持股部位。
在 Q2 2024 季度，Laurel Wealth Advisors LLC 按市值排列的前三大核心持股分別為：VIG (5.5%)、AAPL (5.0%)、MSFT (4.7%)。其中最大持股部位 VIG 佔據整體投資組合約 5.5% 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
XHLF
市值: US$402.0萬
本季最大獲利了結 / 清倉標的
BMEZ
前期市值: US$34.6萬
在 Q2 2024 季度中，Laurel Wealth Advisors LLC 共進行了 49 項持倉異動，包含新建倉 1 個部位、加碼 10 個部位、減碼 37 個部位以及清倉 1 個部位。 其中最大新建倉標的為 XHLF。 本季清倉部位包含 BMEZ。
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。