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: 0001950158
申報總市值
US$2.8億
US$2.8億
150 檔
10.7%
在 Q4 2024 申報期間，Lodestone Wealth Management LLC（CIK: 0001950158）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$2.8億，共持有 150 個公開申報部位。
數據顯示 Lodestone Wealth Management LLC 於 Q4 2024 季度持續回收資金，對 24 個既有部位進行裁減並清倉 7 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Lodestone Wealth Management LLC 的前 5 大核心持股（包含 AAPL, JPST, MSFT 等）合計佔整體申報市值的 10.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 4.16% | -0.09% | -0.58% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.32% | -0.24% | +2.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.20% | -0.22% | |
| 4 | CGCP | Cap Group Core Plus Income | ETF-其他 | 2.43% | +0.86% | +2.38% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.41% | -0.11% | +42.87% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.11% | -10.24% | |
| 7 | CGSD | Cap Group Short Duration | ETF-其他 | 2.21% | +0.36% | +2.19% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.08% | -0.06% | -11.18% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.06% | +0.08% | +0.59% | |
| 10 | AXP | American Express Co | 股票-金融 | 2.04% | -0.03% | -2.14% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.98% | +0.14% | -0.28% | |
| 12 | AMGN | Amgen Inc | 股票-醫療保健 | 1.86% | -0.16% | -2.60% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.81% | -0.09% | -3.20% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.71% | -0.06% | +6.71% | |
| 15 | SPG | Simon Property Group Inc | 股票-房地產 | 1.67% | +0.07% | -1.37% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.61% | -0.16% | +0.31% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.56% | +0.05% | +8.25% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.55% | -0.10% | -0.29% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.54% | +0.01% | — | |
| 20 | MAC | Macerich Co/the | 股票-其他 | 1.52% | +0.16% | -1.42% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.49% | -0.02% | -4.87% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.40% | +0.14% | +463.28% | |
| 23 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.39% | -0.09% | -7.19% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.38% | -0.03% | -0.02% | |
| 25 | CGXU | Cap Group Intl Focus | ETF-其他 | 1.34% | +0.02% | -0.30% | |
| 26 | NVR | Nvr Inc | 股票-循環性消費 | 1.27% | -0.07% | -1.90% | |
| 27 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.26% | +0.05% | -7.14% | |
| 28 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.25% | -0.36% | +3.36% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.23% | -0.10% | +3.38% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 1.11% | -0.05% | +0.24% | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.10% | +0.06% | -0.28% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.08% | +0.06% | +0.28% | |
| 33 | CGUS | Cap Group Core Equity | ETF-其他 | 1.07% | +0.06% | +0.02% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 1.04% | +0.37% | +3.17% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 1.04% | -0.10% | -2.31% | |
| 36 | CGCB | Cap Group Core Bond | ETF-其他 | 1.03% | -0.18% | +23.44% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.01% | -0.11% | — | |
| 38 | DFAI | Dimensional International Co | ETF-其他 | 1.00% | -0.05% | +0.87% | |
| 39 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 1.00% | +0.16% | +14.69% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.99% | -0.08% | +3.87% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | -0.01% | -0.23% | |
| 42 | PCAR | Paccar Inc | 股票-工業 | 0.85% | -0.05% | -15.06% | |
| 43 | EBAY | Ebay Inc | 股票-循環性消費 | 0.83% | -0.12% | -1.85% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | +0.02% | -0.38% | |
| 45 | DFIV | Dimensional International Va | ETF-其他 | 0.82% | -0.12% | -0.26% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.80% | -0.29% | -0.16% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.75% | -0.09% | -0.06% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.72% | -0.20% | -12.95% | |
| 49 | TGT | Target CORP | 股票-循環性消費 | 0.72% | — | -4.58% | |
| 50 | APA | Apa CORP | 股票-能源 | 0.72% | -0.37% | -4.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +463.28% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +1% | NEW | 新建倉 |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.7% | NEW | 新建倉 |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | +0.6% | +42.87% | 加碼 |
| 5 | UHAL-B | U-haul Holding Co-non Voting | +0.5% | NEW | 新建倉 |
| 6 | DFAC | Dimensional US Core Equity 2 | +0.5% | NEW | 新建倉 |
| 7 | DEM | Wisdomtree Emerging Markets | +0.4% | NEW | 新建倉 |
| 8 | ULTA | Ulta Beauty Inc | +0.3% | NEW | 新建倉 |
| 9 | NVDA | Nvidia CORP | +0.3% | +8.25% | 加碼 |
| 10 | AAPL | Apple Inc | +0.2% | -0.58% | 減碼 |
| 11 | FDX | Fedex CORP | +0.2% | NEW | 新建倉 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | -0.28% | 減碼 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | -6.77% | 減碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | -0.28% | 減碼 |
| 15 | CGCB | Cap Group Core Bond | +0.2% | +23.44% | 加碼 |
| 16 | AXP | American Express Co | +0.1% | -2.14% | 減碼 |
| 17 | CGDG | Cap Group Dividend Growers | +0.1% | NEW | 新建倉 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +3.17% | 加碼 |
| 19 | BX | Blackstone Inc | +0.1% | +0.24% | 加碼 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -0.23% | 減碼 |
| 21 | TSLA | Tesla Inc | +0.1% | -3.47% | 減碼 |
| 22 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +14.69% | 加碼 |
| 23 | XMMO | Invesco S&p Midcap Momentum | +0.1% | NEW | 新建倉 |
| 24 | MAC | Macerich Co/the | +0.1% | -1.42% | 減碼 |
| 25 | SRE | Sempra | +0.1% | NEW | 新建倉 |
| 26 | MPLX | Mplx LP | +0.1% | NEW | 新建倉 |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.38% | 減碼 |
| 28 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | EXIT | 清倉 |
| 29 | PCAR | Paccar Inc | -0.1% | -15.06% | 減碼 |
| 30 | PFE | Pfizer Inc | -0.1% | EXIT | 清倉 |
| 31 | LMT | Lockheed Martin CORP | -0.1% | EXIT | 清倉 |
| 32 | CGXU | Cap Group Intl Focus | -0.1% | -0.30% | 減碼 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | +6.71% | 加碼 |
| 34 | QCOM | Qualcomm Inc | -0.1% | -2.31% | 減碼 |
| 35 | CVE | Cenovus Energy Inc | -0.2% | -13.71% | 減碼 |
| 36 | VEA | Vanguard Ftse Developed ETF | -0.2% | -0.02% | 減碼 |
| 37 | TGT | Target CORP | -0.2% | -4.58% | 減碼 |
| 38 | COP | Conocophillips | -0.2% | -12.95% | 減碼 |
| 39 | BND | Vanguard Total Bond Market | -0.2% | -21.69% | 減碼 |
| 40 | NVR | Nvr Inc | -0.3% | -1.90% | 減碼 |
| 41 | VTV | Vanguard Value ETF | -0.4% | -11.18% | 減碼 |
| 42 | DFAR | Dimensional US Real Est ETF | -0.4% | EXIT | 清倉 |
| 43 | OVV | Ovintiv Inc | -0.4% | -48.89% | 減碼 |
| 44 | DGS | Wisdomtree Em Small Cap | -0.5% | EXIT | 清倉 |
| 45 | DVN | Devon Energy CORP | -0.5% | -56.72% | 減碼 |
| 46 | AMGN | Amgen Inc | -0.5% | -2.60% | 減碼 |
| 47 | DHI | Dr Horton Inc | -0.6% | -7.14% | 減碼 |
| 48 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.6% | EXIT | 清倉 |
| 49 | LEN | Lennar Corp-a | -0.7% | -7.19% | 減碼 |
| 50 | DEHP | Dimensional Emrg Mrk Hi Prof | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lodestone Wealth Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.8億，共申報了 150 個公開持股部位。
在 Q4 2024 季度，Lodestone Wealth Management LLC 按市值排列的前三大核心持股分別為：AAPL (4.2%)、JPST (3.3%)、MSFT (2.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.2% 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
META
市值: US$200.6萬
本季最大獲利了結 / 清倉標的
DEHP
前期市值: US$138.8萬
在 Q4 2024 季度中，Lodestone Wealth Management LLC 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 8 個部位、減碼 24 個部位以及清倉 7 個部位。 其中最大新建倉標的為 META。 本季清倉部位包含 DEHP。
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。