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: 0001688184
申報總市值
US$5.9億
US$5.9億
75 檔
26.6%
Q4 2024 季度申報顯示，Mfa Wealth Advisors, LLC 揭露的美股組合總市值為 US$5.9億，涵蓋 75 個不同之權益投資部位。
在 Q4 2024，Mfa Wealth Advisors, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 4 個部位並完全清倉 21 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Mfa Wealth Advisors, LLC 的前 5 大持股（包含 BIV, SCHD, FNDF）貢獻了組合市值的 26.6%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | BIV | Vanguard Intermediate-term B | ETF-其他 | 10.49% | -1.49% | +17.63% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 10.33% | -0.04% | +259.11% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 8.67% | -0.91% | +12.08% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 5.38% | +0.04% | +9.41% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.09% | -0.02% | +7.49% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.54% | -0.18% | +9.06% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.95% | — | +18.75% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 3.82% | -0.06% | — | |
| 9 | PAVE | Global X US Infrastructure | ETF-其他 | 3.31% | -0.07% | +6.32% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.28% | -2.91% | +8.68% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 3.22% | -0.04% | +11.14% | |
| 12 | IXC | Ishares Global Energy ETF | ETF-其他 | 2.58% | -1.04% | +12.41% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.21% | -0.08% | +4.99% | |
| 14 | AXP | American Express Co | 股票-金融 | 2.16% | +0.20% | +15.94% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.13% | -2.03% | +12.15% | |
| 16 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.12% | -1.94% | +10.46% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 2.10% | — | +18.29% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.94% | -0.10% | -5.54% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.66% | -0.06% | EXIT | |
| 20 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.45% | — | -70.72% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.25% | -0.08% | +4.61% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.19% | +0.07% | NEW | |
| 23 | BITO | Proshares Bitcoin Etf-usd | ETF-加密貨幣 | 1.18% | +0.12% | +14.17% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | -0.13% | +11.83% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | -1.46% | EXIT | |
| 26 | GNRC | Generac Holdings Inc | 股票-工業 | 1.07% | -0.01% | +16.59% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.02% | -0.20% | +16.08% | |
| 28 | CPRT | Copart Inc | 股票-工業 | 0.92% | -0.42% | EXIT | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.91% | +0.03% | +5.53% | |
| 30 | BA | Boeing Co/the | 股票-工業 | 0.90% | +0.07% | +23.79% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.61% | -0.04% | +7.61% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | — | +9.24% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工業 | 0.52% | -0.62% | +9.40% | |
| 34 | DUK | Duke Energy CORP | 股票-公用事業 | 0.52% | -0.01% | +9.60% | |
| 35 | ERIE | Erie Indemnity Company-cl A | 股票-金融 | 0.44% | -0.04% | -2.17% | |
| 36 | VTRS | Viatris Inc | 股票-醫療保健 | 0.33% | — | +27.35% | |
| 37 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.32% | +0.03% | — | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.32% | — | -52.76% | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.32% | — | -2.13% | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.31% | +0.01% | -40.28% | |
| 41 | ALB | Albemarle CORP | 股票-原物料 | 0.31% | — | +21.86% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.29% | +0.04% | +12.45% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | — | -2.77% | |
| 44 | FHI | Federated Hermes Inc | 股票-金融 | 0.25% | -0.03% | — | |
| 45 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.24% | -0.03% | +5.10% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.23% | +0.02% | -7.98% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | -0.03% | -0.06% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.14% | +0.01% | — | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.14% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +3.8% | NEW | 新建倉 |
| 2 | SCHD | Schwab US Dvd Equity ETF | +2.7% | +259.11% | 加碼 |
| 3 | BIV | Vanguard Intermediate-term B | +2.5% | +17.63% | 加碼 |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +1.2% | +9.41% | 加碼 |
| 5 | MGV | Vanguard Mega Cap Value ETF | +1% | +18.75% | 加碼 |
| 6 | AVUV | Avantis US Small Cap Value | +1% | +9.06% | 加碼 |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | +1% | +7.49% | 加碼 |
| 8 | AXP | American Express Co | +0.7% | +15.94% | 加碼 |
| 9 | IUSV | Ishares Core S&p U.s. Value | +0.6% | +8.68% | 加碼 |
| 10 | PAVE | Global X US Infrastructure | +0.6% | +6.32% | 加碼 |
| 11 | SMH | Vaneck Semiconductor ETF | +0.6% | +18.29% | 加碼 |
| 12 | AAPL | Apple Inc | +0.5% | +4.99% | 加碼 |
| 13 | IXC | Ishares Global Energy ETF | +0.5% | +12.41% | 加碼 |
| 14 | IAU | Ishares Gold Trust | +0.5% | +10.46% | 加碼 |
| 15 | BITO | Proshares Bitcoin Etf-usd | +0.4% | +14.17% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.4% | +5.53% | 加碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +4.72% | 加碼 |
| 18 | BA | Boeing Co/the | +0.4% | +23.79% | 加碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.4% | +16.08% | 加碼 |
| 20 | NVDA | Nvidia CORP | +0.4% | +11.83% | 加碼 |
| 21 | CPRT | Copart Inc | +0.3% | +10.38% | 加碼 |
| 22 | GNRC | Generac Holdings Inc | +0.3% | +16.59% | 加碼 |
| 23 | VTRS | Viatris Inc | +0.1% | +27.35% | 加碼 |
| 24 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +737.77% | 加碼 |
| 25 | ACN | Accenture plc | +0.1% | +284.72% | 加碼 |
| 26 | IFF | Intl Flavors & Fragrances | -0.1% | EXIT | 清倉 |
| 27 | SPTS | Ss Spdr P St Term Tsy ETF | -0.1% | EXIT | 清倉 |
| 28 | WLK | Westlake CORP | -0.1% | EXIT | 清倉 |
| 29 | NEM | Newmont CORP | -0.1% | EXIT | 清倉 |
| 30 | ERIE | Erie Indemnity Company-cl A | -0.1% | -2.17% | 減碼 |
| 31 | SWPPX | Schwab S&p 500 Index-sel | -0.1% | EXIT | 清倉 |
| 32 | PDGIX | T Rowe Pr Dividend Grow-i | -0.1% | EXIT | 清倉 |
| 33 | ✓ | Balanced Pool | -0.1% | EXIT | 清倉 |
| 34 | PLD | Prologis Inc | -0.1% | EXIT | 清倉 |
| 35 | DFSVX | Dfa US Sm Cap Val Port-inst | -0.1% | EXIT | 清倉 |
| 36 | FULIX | Fed Herm Ultra Shrt Bnd-inst | -0.1% | EXIT | 清倉 |
| 37 | T 3.875 01-15-26債券 | US Treasury N/b | -0.1% | EXIT | 清倉 |
| 38 | T 1.125 01-15-25債券 | US Treasury N/b | -0.1% | EXIT | 清倉 |
| 39 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -40.28% | 減碼 |
| 40 | SPG | Simon Property Group Inc | -0.1% | EXIT | 清倉 |
| 41 | OANIX | Oakmark International-inst | -0.2% | EXIT | 清倉 |
| 42 | JMST | JPM Ultra-short Muni Income | -0.3% | -52.76% | 減碼 |
| 43 | FGADX | Franklin Gold & Prec Mtl-adv | -0.7% | EXIT | 清倉 |
| 44 | SNOXX | Schwab Trsry Obl Mny-inv | -0.9% | EXIT | 清倉 |
| 45 | FHCOX | Fed Hrm Conser Microshrt-is | -1.5% | EXIT | 清倉 |
| 46 | FHMIX | Fh Conserv Muni Microsh-is | -1.9% | EXIT | 清倉 |
| 47 | EIRRX | Eaton Vance S/d Infl Pr-i | -2.1% | EXIT | 清倉 |
| 48 | BSCQ | Invesco Bulletshares 2026 Cb | -2.8% | -70.72% | 減碼 |
| 49 | SNAXX | Schwa Prime Adv Money Fd-ult | -3.3% | EXIT | 清倉 |
| 50 | SWVXX | Schwa Prime Adv Money Fd-inv | -6.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mfa Wealth Advisors, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$5.9億，共申報了 75 個公開持股部位。
在 Q4 2024 季度，Mfa Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：BIV (10.5%)、SCHD (10.3%)、FNDF (8.7%)。其中最大持股部位 BIV 佔據整體投資組合約 10.5% 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
IGIB
市值: US$1491.8萬
本季最大獲利了結 / 清倉標的
SWVXX
前期市值: US$3152.8萬
在 Q4 2024 季度中，Mfa Wealth Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 24 個部位、減碼 4 個部位以及清倉 21 個部位。 其中最大新建倉標的為 IGIB。 本季清倉部位包含 SWVXX。
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。