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: 0001797873
申報總市值
US$8.4億
US$8.4億
134 檔
21.0%
Q4 2024 季度申報顯示，Lineweaver Wealth Advisors, LLC 揭露的美股組合總市值為 US$8.4億，涵蓋 134 個不同之權益投資部位。
在 Q4 2024，Lineweaver Wealth Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 9 個新部位，並對 24 個既有持股進行加碼（合計增持 33 檔），相較減碼與清倉部位顯著佔優。
整體而言，Lineweaver Wealth Advisors, LLC 的前 5 大持股（包含 IVV, QUAL, FBND）貢獻了組合市值的 21.0%，形成該機構在 Q4 2024 季度的基本面基石。
本季最大新建倉標的
JPIE
市值: US$1419.5萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$256.7萬
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 11.95% | +0.07% | -4.88% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 7.71% | +0.10% | -2.31% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-其他 | 4.68% | -0.32% | +6.51% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.25% | +0.08% | +1.88% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.24% | -0.48% | -33.94% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.85% | -0.19% | -7.42% | |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 2.80% | -0.28% | +2.50% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-其他 | 2.62% | -0.70% | — | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 2.54% | -0.70% | +26.05% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.46% | — | -3.01% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.27% | -1.33% | +7.05% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.23% | +1.29% | NEW | |
| 13 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 2.19% | -0.09% | -0.54% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.83% | -0.03% | -20.30% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | -0.02% | +9.05% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.52% | +0.13% | +0.33% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 1.44% | +0.10% | +0.14% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.30% | -0.06% | +0.70% | |
| 19 | PSTP | Innovator Pwr Buff Su St ETF | ETF-其他 | 1.22% | -0.06% | -0.48% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | — | +7.94% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | +0.12% | +18.40% | |
| 22 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 1.16% | +0.39% | +1.79% | |
| 23 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 1.10% | -0.04% | -0.68% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | +0.04% | +1.44% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.03% | -0.32% | — | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.02% | +0.05% | +9.19% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | +0.13% | -0.38% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.88% | +0.07% | +5.31% | |
| 29 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.85% | +0.04% | +0.10% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.82% | +0.02% | +32.47% | |
| 31 | CTAS | Cintas CORP | 股票-工業 | 0.78% | -0.06% | -6.30% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.69% | +0.02% | +11.45% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.01% | +4.77% | |
| 34 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 0.60% | -0.03% | -25.88% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | -0.10% | +16.50% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.16% | +10.14% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.58% | -0.07% | +11.77% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.22% | +5.32% | |
| 39 | BLK | Blackrock Inc | 股票-金融 | 0.57% | -0.10% | — | |
| 40 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.54% | -0.03% | — | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | -0.02% | -22.92% | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.53% | — | -14.28% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.53% | — | -26.10% | |
| 44 | HON | Honeywell International Inc | 股票-工業 | 0.51% | -0.36% | EXIT | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | +0.04% | +21.22% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.47% | -0.12% | EXIT | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | +0.02% | +8.35% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.43% | -0.04% | +17.89% | |
| 49 | FDX | Fedex CORP | 股票-工業 | 0.42% | -0.05% | +28.20% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.42% | +0.04% | +5.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | +2.6% | NEW | 新建倉 |
| 2 | MTUM | Ishares Msci USA Momentum Fa | +1% | NEW | 新建倉 |
| 3 | BLK | Blackrock Inc | +0.6% | NEW | 新建倉 |
| 4 | AVGO | Broadcom Inc | +0.4% | +18.40% | 加碼 |
| 5 | BINC | Ishares Flex I A Etf-usd Inc | +0.4% | +26.05% | 加碼 |
| 6 | IAU | Ishares Gold Trust | +0.4% | NEW | 新建倉 |
| 7 | TSLA | Tesla Inc | +0.3% | +5.31% | 加碼 |
| 8 | AAPL | Apple Inc | +0.3% | +1.88% | 加碼 |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | 新建倉 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +9.19% | 加碼 |
| 11 | RDVY | First Trust Rising Dividend | +0.2% | +32.47% | 加碼 |
| 12 | AMGN | Amgen Inc | +0.2% | +313.12% | 加碼 |
| 13 | DHR | Danaher CORP | +0.1% | NEW | 新建倉 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | +96.55% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.1% | +0.33% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +1.44% | 加碼 |
| 17 | CRM | Salesforce Inc | +0.1% | +8.51% | 加碼 |
| 18 | FDX | Fedex CORP | +0.1% | +28.20% | 加碼 |
| 19 | NOW | Servicenow Inc | +0.1% | +11.62% | 加碼 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +8.35% | 加碼 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.38% | 減碼 |
| 22 | ZDEK | Inno Equ Def Pro ETF - 1 De | +0.1% | NEW | 新建倉 |
| 23 | MSFT | Microsoft CORP | +0.1% | +9.05% | 加碼 |
| 24 | SUB | Ishares Short-term National | +0.1% | NEW | 新建倉 |
| 25 | C | Citigroup Inc | +0.1% | +5.59% | 加碼 |
| 26 | ZNOV | Invtr Equ De Pr ETF - 1 Yr N | +0.1% | NEW | 新建倉 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +15.27% | 加碼 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.94% | 加碼 |
| 29 | MCD | Mcdonald's CORP | 0% | +16.50% | 加碼 |
| 30 | HON | Honeywell International Inc | 0% | +2.54% | 加碼 |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +0.14% | 加碼 |
| 32 | FBND | Fidelity Total Bond ETF | 0% | +6.51% | 加碼 |
| 33 | RITM | Rithm Capital CORP | -0.1% | -24.61% | 減碼 |
| 34 | TGT | Target CORP | -0.1% | -35.68% | 減碼 |
| 35 | MDT | Medtronic plc | -0.1% | -16.84% | 減碼 |
| 36 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 37 | EFV | Ishares Msci Eafe Value ETF | -0.1% | +7.05% | 加碼 |
| 38 | OXY | Occidental Petroleum CORP | -0.2% | EXIT | 清倉 |
| 39 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | +7.38% | 加碼 |
| 40 | CTAS | Cintas CORP | -0.2% | -6.30% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -14.28% | 減碼 |
| 42 | STOT | Ss Dl St Dur Tr Tact ETF | -0.3% | -25.88% | 減碼 |
| 43 | JNJ | Johnson & Johnson | -0.3% | -22.92% | 減碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.3% | -26.10% | 減碼 |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.5% | -2.31% | 減碼 |
| 46 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清倉 |
| 47 | USMV | Ishares Msci USA Min Vol Fac | -0.6% | -7.42% | 減碼 |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.6% | -20.30% | 減碼 |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.7% | -4.88% | 減碼 |
| 50 | AGG | Ishares Core U.s. Aggregate | -2.7% | -33.94% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lineweaver Wealth Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$8.4億，共申報了 134 個公開持股部位。
在 Q4 2024 季度，Lineweaver Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：IVV (11.9%)、QUAL (7.7%)、FBND (4.7%)。其中最大持股部位 IVV 佔據整體投資組合約 11.9% 的權重。
在 Q4 2024 季度中，Lineweaver Wealth Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 24 個部位、減碼 14 個部位以及清倉 3 個部位。 其中最大新建倉標的為 JPIE。 本季清倉部位包含 BLKCHF。
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。
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。
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。