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: 0001965334
申報總市值
US$36.7億
US$36.7億
411 檔
8.2%
Moran Wealth Management, LLC 在 Q4 2024 季度的美股部位總計估值為 US$36.7億，分散於 411 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Moran Wealth Management, LLC 於 Q4 2024 季度持續回收資金，對 15 個既有部位進行裁減並清倉 14 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，Moran Wealth Management, LLC 的前 5 大核心持股（包含 TT, AVGO, WSM 等）合計佔整體申報市值的 8.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 411 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 | TT | Trane Technologies plc | 股票-工業 | 2.20% | — | +10.82% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 1.96% | +0.01% | -2.48% | |
| 3 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.85% | +0.07% | +1.50% | |
| 4 | PH | Parker Hannifin CORP | 股票-工業 | 1.84% | -0.13% | -2.88% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | — | -0.18% | |
| 6 | LMT | Lockheed Martin CORP | 股票-工業 | 1.63% | -0.30% | -2.59% | |
| 7 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.50% | +0.08% | -2.18% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.05% | -0.37% | |
| 9 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.38% | -0.11% | +4.47% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.17% | +0.08% | -3.29% | |
| 11 | EOG | Eog Resources Inc | 股票-能源 | 1.11% | -0.37% | -0.89% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.04% | -1.50% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.05% | -0.05% | -3.86% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.03% | — | +10.97% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.02% | — | -13.25% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.01% | +0.09% | +11.19% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.00% | -0.07% | +1.09% | |
| 18 | LIN | Linde plc | 股票-原物料 | 0.97% | -0.09% | -0.96% | |
| 19 | MSI | Motorola Solutions Inc | 股票-科技 | 0.95% | -0.12% | +6.07% | |
| 20 | GRMN | Garmin Ltd. | 股票-科技 | 0.89% | -0.07% | -43.70% | |
| 21 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.86% | -0.01% | -2.71% | |
| 22 | IT | Gartner Inc | 股票-科技 | 0.85% | — | -0.09% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.83% | -0.07% | +0.82% | |
| 24 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.83% | -0.03% | -1.95% | |
| 25 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.81% | — | -1.28% | |
| 26 | AFL | Aflac Inc | 股票-金融 | 0.81% | -0.62% | -0.91% | |
| 27 | NOC | Northrop Grumman CORP | 股票-工業 | 0.79% | — | +7.35% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 0.78% | -0.48% | EXIT | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.77% | +0.15% | -0.52% | |
| 30 | NTAP | Netapp Inc | 股票-科技 | 0.77% | +0.17% | -1.05% | |
| 31 | T | At&t Inc | 股票-通訊服務 | 0.76% | -0.44% | +22.10% | |
| 32 | MUSA | Murphy USA Inc | 股票-循環性消費 | 0.76% | -0.03% | -0.01% | |
| 33 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.74% | -0.02% | +12.16% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.71% | +0.01% | NEW | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.70% | +0.01% | -2.49% | |
| 36 | IRM | Iron Mountain Inc | 股票-房地產 | 0.70% | +0.02% | -2.85% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.69% | +0.03% | +2.51% | |
| 38 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.68% | -0.02% | -6.74% | |
| 39 | PWR | Quanta Services Inc | 股票-工業 | 0.68% | +0.06% | -4.06% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.65% | -0.02% | +188.59% | |
| 41 | EVR | Evercore Inc - A | 股票-金融 | 0.64% | — | -3.00% | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 0.64% | +0.11% | -0.58% | |
| 43 | CTAS | Cintas CORP | 股票-工業 | 0.63% | -0.04% | -3.45% | |
| 44 | FIS | Fidelity National Info Serv | 股票-科技 | 0.62% | +0.01% | +369.21% | |
| 45 | PCAR | Paccar Inc | 股票-工業 | 0.61% | -0.41% | -17.25% | |
| 46 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.60% | -0.10% | -0.56% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.04% | +1.27% | |
| 48 | PGR | Progressive CORP | 股票-金融 | 0.58% | -0.39% | -0.32% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.58% | -0.04% | +0.03% | |
| 50 | MOH | Molina Healthcare Inc | 股票-醫療保健 | 0.58% | — | +1.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | -2.48% | 減碼 |
| 2 | FIS | Fidelity National Info Serv | +0.5% | +369.21% | 加碼 |
| 3 | GDDY | Godaddy Inc - Class A | +0.5% | NEW | 新建倉 |
| 4 | PAG | Penske Automotive Group Inc | +0.5% | NEW | 新建倉 |
| 5 | AXP | American Express Co | +0.5% | +188.59% | 加碼 |
| 6 | SBAC | Sba Communications CORP | +0.4% | NEW | 新建倉 |
| 7 | MAS | Masco CORP | +0.4% | NEW | 新建倉 |
| 8 | CME | Cme Group Inc | +0.4% | +226.48% | 加碼 |
| 9 | LOW | Lowe's Cos Inc | +0.4% | NEW | 新建倉 |
| 10 | WSM | Williams-sonoma Inc | +0.4% | +1.50% | 加碼 |
| 11 | CI | THE Cigna Group | +0.4% | +379.23% | 加碼 |
| 12 | AMCR | Amcor plc | +0.3% | NEW | 新建倉 |
| 13 | MCK | Mckesson CORP | +0.3% | +212.51% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | -0.18% | 減碼 |
| 15 | DVA | Davita Inc | +0.3% | +102.18% | 加碼 |
| 16 | AMP | Ameriprise Financial Inc | +0.3% | +4.47% | 加碼 |
| 17 | GIS | General Mills Inc | +0.2% | NEW | 新建倉 |
| 18 | NU | Nu Holdings Ltd. | +0.2% | +4617.59% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.2% | +11.19% | 加碼 |
| 20 | IWV | Ishares Russell 3000 ETF | +0.2% | +2515.73% | 加碼 |
| 21 | CNH | CNH Industrial N.V. | +0.2% | NEW | 新建倉 |
| 22 | YEAR | AB Ultra Short Income ETF | +0.2% | NEW | 新建倉 |
| 23 | DUSB | Dimension Ultrashort Fi ETF | +0.2% | NEW | 新建倉 |
| 24 | TTEN | Totalenergies Se -spon Adr | -0.1% | -1.28% | 減碼 |
| 25 | LKQ | Lkq CORP | -0.2% | EXIT | 清倉 |
| 26 | MS | Morgan Stanley | -0.2% | EXIT | 清倉 |
| 27 | EWY | Ishares Msci South Korea ETF | -0.2% | EXIT | 清倉 |
| 28 | DECK | Deckers Outdoor CORP | -0.3% | -51.87% | 減碼 |
| 29 | HII | Huntington Ingalls Industrie | -0.3% | EXIT | 清倉 |
| 30 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | 清倉 |
| 31 | TROW | T Rowe Price Group Inc | -0.3% | EXIT | 清倉 |
| 32 | PHM | Pultegroup Inc | -0.3% | -2.71% | 減碼 |
| 33 | REGN | Regeneron Pharmaceuticals | -0.3% | -11.42% | 減碼 |
| 34 | MDT | Medtronic plc | -0.3% | -39.50% | 減碼 |
| 35 | ELV | Elevance Health Inc | -0.3% | EXIT | 清倉 |
| 36 | HAS | Hasbro Inc | -0.3% | EXIT | 清倉 |
| 37 | CTRA | Coterra Energy Inc | -0.3% | EXIT | 清倉 |
| 38 | SNPS | Synopsys Inc | -0.3% | -88.16% | 減碼 |
| 39 | APPF | Appfolio Inc - A | -0.3% | EXIT | 清倉 |
| 40 | DKS | Dick's Sporting Goods Inc | -0.3% | EXIT | 清倉 |
| 41 | LMT | Lockheed Martin CORP | -0.3% | -2.59% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.3% | EXIT | 清倉 |
| 43 | ADBE | Adobe Inc | -0.4% | -94.52% | 減碼 |
| 44 | GRMN | Garmin Ltd. | -0.4% | -43.70% | 減碼 |
| 45 | GSK | Gsk Plc-spon Adr | -0.5% | EXIT | 清倉 |
| 46 | NVO | Novo-nordisk A/s-spons Adr | -0.6% | -13.25% | 減碼 |
| 47 | BHP | Bhp Group Ltd-spon Adr | -0.6% | -53.55% | 減碼 |
| 48 | PLD | Prologis Inc | -0.6% | -75.90% | 減碼 |
| 49 | AVB | Avalonbay Communities Inc | -0.7% | -93.44% | 減碼 |
| 50 | CE | Celanese CORP | -0.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Moran Wealth Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$36.7億，共申報了 411 個公開持股部位。
在 Q4 2024 季度，Moran Wealth Management, LLC 按市值排列的前三大核心持股分別為：TT (2.2%)、AVGO (2.0%)、WSM (1.9%)。其中最大持股部位 TT 佔據整體投資組合約 2.2% 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
GDDY
市值: US$1480.1萬
本季最大獲利了結 / 清倉標的
CE
前期市值: US$2957.4萬
在 Q4 2024 季度中，Moran Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 11 個部位、減碼 15 個部位以及清倉 14 個部位。 其中最大新建倉標的為 GDDY。 本季清倉部位包含 CE。
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。