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: 0001739485
申報總市值
US$1.4億
US$1.4億
88 檔
24.6%
Q3 2024 季度申報顯示，LifePlan Financial, LLC 揭露的美股組合總市值為 US$1.4億，涵蓋 88 個不同之權益投資部位。
LifePlan Financial, LLC 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 24 檔持股的同時，亦同步清倉 7 檔並減碼 14 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 IAU, SPYG, XLP）占據了總市值的 24.6%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | IAU | Ishares Gold Trust | ETF-避險與商品 | 8.08% | -1.88% | -1.91% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 7.20% | +0.80% | -1.96% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 6.75% | -0.08% | +1.83% | |
| 4 | XLB | Ss Materials Select Sector | ETF-其他 | 4.49% | -0.22% | +3.57% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 3.66% | +0.04% | -0.49% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.47% | -0.14% | +1.48% | |
| 7 | XLE | Ss Energy Select Sector | ETF-其他 | 2.26% | -0.43% | -3.15% | |
| 8 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.17% | — | — | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.16% | -0.08% | +1.53% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.15% | -0.06% | +1.75% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.13% | -0.52% | +2.04% | |
| 12 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.12% | — | +1.98% | |
| 13 | CRM | Salesforce Inc | 股票-科技 | 1.99% | -0.60% | +27.44% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | +0.03% | +1.97% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.76% | -0.07% | +12.08% | |
| 16 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 1.75% | -0.06% | +12.14% | |
| 17 | MDT | Medtronic plc | 股票-醫療保健 | 1.66% | -0.14% | +6.59% | |
| 18 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.59% | +0.02% | +6.70% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.44% | +0.10% | -4.08% | |
| 20 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 1.43% | -0.09% | -3.00% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | +0.06% | -1.26% | |
| 22 | BWA | Borgwarner Inc | 股票-循環性消費 | 1.32% | — | +12.82% | |
| 23 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.18% | +0.45% | +12.14% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.18% | -0.09% | +5.57% | |
| 25 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.17% | — | +7.26% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.10% | +0.76% | +44.96% | |
| 27 | USB | US Bancorp | 股票-金融 | 1.00% | +0.12% | +32.97% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.97% | +0.10% | -1.05% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.94% | -0.03% | +0.67% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.91% | -0.03% | -2.24% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.91% | -0.12% | -0.97% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.88% | -0.53% | -3.29% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.88% | +0.04% | -1.63% | |
| 34 | ADSK | Autodesk Inc | 股票-科技 | 0.86% | -0.21% | +9.87% | |
| 35 | VTR | Ventas Inc | 股票-房地產 | 0.85% | -0.02% | +30.69% | |
| 36 | TER | Teradyne Inc | 股票-科技 | 0.82% | +0.50% | -18.36% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.81% | -0.38% | -2.12% | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.81% | +0.01% | -3.08% | |
| 39 | EMR | Emerson Electric Co | 股票-工業 | 0.75% | -0.50% | EXIT | |
| 40 | FIS | Fidelity National Info Serv | 股票-科技 | 0.74% | — | -27.59% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.71% | +0.03% | -3.47% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.68% | — | -3.35% | |
| 43 | SLB | Slb LTD | 股票-能源 | 0.66% | -0.27% | +6.02% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.65% | -0.02% | +0.87% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | -11.89% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.64% | +0.08% | -2.02% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.19% | +3.36% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事業 | 0.62% | -0.09% | +7.84% | |
| 49 | EFX | Equifax Inc | 股票-工業 | 0.60% | -0.09% | -2.56% | |
| 50 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.56% | +0.05% | +33.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBTJ | Ishares Ibonds Dec 2029 Term | +2.2% | NEW | 新建倉 |
| 2 | NXPI | NXP Semiconductors N.V. | +0.4% | NEW | 新建倉 |
| 3 | CTVA | Corteva Inc | +0.4% | NEW | 新建倉 |
| 4 | CRM | Salesforce Inc | +0.4% | +27.44% | 加碼 |
| 5 | PYPL | Paypal Holdings Inc | +0.4% | +6.70% | 加碼 |
| 6 | CME | Cme Group Inc | +0.4% | NEW | 新建倉 |
| 7 | USB | US Bancorp | +0.3% | +32.97% | 加碼 |
| 8 | VTR | Ventas Inc | +0.3% | +30.69% | 加碼 |
| 9 | PANW | Palo Alto Networks Inc | +0.3% | +44.96% | 加碼 |
| 10 | IAU | Ishares Gold Trust | +0.3% | -1.91% | 減碼 |
| 11 | XLB | Ss Materials Select Sector | +0.2% | +3.57% | 加碼 |
| 12 | MDT | Medtronic plc | +0.2% | +6.59% | 加碼 |
| 13 | BWA | Borgwarner Inc | +0.2% | +12.82% | 加碼 |
| 14 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +1.83% | 加碼 |
| 15 | NKE | Nike Inc -cl B | +0.2% | +33.68% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.2% | NEW | 新建倉 |
| 17 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +12.08% | 加碼 |
| 18 | GNMA | Ishares Gnma Bond ETF | +0.1% | +12.14% | 加碼 |
| 19 | CVS | Cvs Health CORP | +0.1% | +12.14% | 加碼 |
| 20 | ADSK | Autodesk Inc | +0.1% | +9.87% | 加碼 |
| 21 | CTSH | Cognizant Tech Solutions-a | +0.1% | +22.59% | 加碼 |
| 22 | KHC | Kraft Heinz Co/the | +0.1% | +7.26% | 加碼 |
| 23 | RTX | Rtx CORP | +0.1% | -0.97% | 減碼 |
| 24 | BDX | Becton Dickinson And Co | +0.1% | +30.43% | 加碼 |
| 25 | DUK | Duke Energy CORP | +0.1% | +7.84% | 加碼 |
| 26 | MAS | Masco CORP | +0.1% | +2.48% | 加碼 |
| 27 | MCD | Mcdonald's CORP | +0.1% | -2.12% | 減碼 |
| 28 | WMT | Walmart Inc | +0.1% | +7.09% | 加碼 |
| 29 | EFX | Equifax Inc | +0.1% | -2.56% | 減碼 |
| 30 | CMCSA | Comcast Corp-class A | +0.1% | +5.57% | 加碼 |
| 31 | SWAN | Amplify Blckswn Grow Trsry | 0% | -0.49% | 減碼 |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.1% | +1.53% | 加碼 |
| 33 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.1% | +1.75% | 加碼 |
| 34 | VGIT | Vanguard Intermediate-term T | -0.1% | +1.48% | 加碼 |
| 35 | LMT | Lockheed Martin CORP | -0.2% | EXIT | 清倉 |
| 36 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 37 | SUI | Sun Communities Inc | -0.2% | EXIT | 清倉 |
| 38 | INTC | Intel CORP | -0.2% | EXIT | 清倉 |
| 39 | CSCO | Cisco Systems Inc | -0.3% | EXIT | 清倉 |
| 40 | FIS | Fidelity National Info Serv | -0.3% | -27.59% | 減碼 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.26% | 減碼 |
| 42 | ECL | Ecolab Inc | -0.3% | -42.80% | 減碼 |
| 43 | WFC | Wells Fargo & Co | -0.3% | -41.45% | 減碼 |
| 44 | XLE | Ss Energy Select Sector | -0.3% | -3.15% | 減碼 |
| 45 | AIG | American International Group | -0.4% | -43.74% | 減碼 |
| 46 | IBDP | Ishares Ibonds Dec 2024 Term | -0.4% | EXIT | 清倉 |
| 47 | TER | Teradyne Inc | -0.4% | -18.36% | 減碼 |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | -1.96% | 減碼 |
| 49 | QCOM | Qualcomm Inc | -0.6% | -51.10% | 減碼 |
| 50 | IBDU | Ishares Ibonds Dec 2029 Term | -1.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，LifePlan Financial, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.4億，共申報了 88 個公開持股部位。
在 Q3 2024 季度，LifePlan Financial, LLC 按市值排列的前三大核心持股分別為：IAU (8.1%)、SPYG (7.2%)、XLP (6.8%)。其中最大持股部位 IAU 佔據整體投資組合約 8.1% 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
IBTJ
市值: US$253.3萬
本季最大獲利了結 / 清倉標的
IBDU
前期市值: US$201.5萬
在 Q3 2024 季度中，LifePlan Financial, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 24 個部位、減碼 14 個部位以及清倉 7 個部位。 其中最大新建倉標的為 IBTJ。 本季清倉部位包含 IBDU。
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。