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: 0001607978
申報總市值
US$658.6萬
US$658.6萬
123 檔
5919.5%
在 Q1 2024 申報期間，Motley Fool Wealth Management, LLC（CIK: 0001607978）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$658.6萬，共持有 123 個公開申報部位。
從 Q1 2024 申報觀察，Motley Fool Wealth Management, LLC 採取防禦導向的調倉策略，本季減碼 25 檔個股並出清 10 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AMZN, META, GOOG）累計市值佔比達 5919.5%，是驅動 Motley Fool Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.61% | +6.99% | -2.96% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.48% | +3.84% | -2.81% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.52% | +7.77% | -2.65% | |
| 4 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.33% | +5.37% | -24.99% | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 3.20% | -1.66% | EXIT | |
| 6 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 3.01% | +2.52% | -2.43% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.67% | — | +4.31% | |
| 8 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.66% | +3.34% | -3.15% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.54% | +2.90% | -2.25% | |
| 10 | EQIX | Equinix Inc | 股票-房地產 | 2.31% | +2.01% | -2.09% | |
| 11 | BMRN | Biomarin Pharmaceutical Inc | 股票-醫療保健 | 2.07% | +1.49% | -2.46% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 2.04% | +2.01% | -2.68% | |
| 13 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 2.00% | — | +3.60% | |
| 14 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 1.82% | — | -1.27% | |
| 15 | CSGP | Costar Group Inc | 股票-房地產 | 1.57% | -0.70% | EXIT | |
| 16 | AXON | Axon Enterprise Inc | 股票-工業 | 1.53% | -0.62% | EXIT | |
| 17 | BRO | Brown & Brown Inc | 股票-金融 | 1.52% | -0.93% | EXIT | |
| 18 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.52% | — | +3.99% | |
| 19 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.35% | — | +2.49% | |
| 20 | DHR | Danaher CORP | 股票-醫療保健 | 1.33% | -0.80% | EXIT | |
| 21 | BR | Broadridge Financial Solutio | 股票-科技 | 1.22% | -0.81% | EXIT | |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.15% | — | +4.15% | |
| 23 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-其他 | 1.12% | -1.01% | EXIT | |
| 24 | MRNA | Moderna Inc | 股票-醫療保健 | 1.10% | — | — | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.09% | +1.79% | +82.68% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.78% | EXIT | |
| 27 | WSO | Watsco Inc | 股票-工業 | 1.05% | -0.53% | EXIT | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | -0.99% | EXIT | |
| 29 | ADSK | Autodesk Inc | 股票-科技 | 1.03% | -0.76% | EXIT | |
| 30 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 1.00% | -0.43% | EXIT | |
| 31 | AMT | American Tower CORP | 股票-房地產 | 0.94% | -0.54% | EXIT | |
| 32 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.92% | -0.64% | EXIT | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.91% | +2.64% | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.88% | -0.52% | EXIT | |
| 35 | BN | Brookfield CORP | 股票-金融 | 0.88% | — | -0.45% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.86% | -0.17% | EXIT | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.85% | — | -0.89% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.81% | -2.79% | EXIT | |
| 39 | AON | Aon plc | 股票-金融 | 0.76% | — | -1.22% | |
| 40 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.75% | -0.87% | EXIT | |
| 41 | HHH | Howard Hughes Holdings Inc | 股票-房地產 | 0.75% | -0.62% | EXIT | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.75% | -0.86% | EXIT | |
| 43 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.74% | — | -32.59% | |
| 44 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.74% | +4.19% | -3.16% | |
| 45 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.73% | +0.95% | +5.39% | |
| 46 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 0.73% | -1.22% | EXIT | |
| 47 | WAT | Waters CORP | 股票-醫療保健 | 0.73% | -0.59% | EXIT | |
| 48 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 0.72% | -1.97% | EXIT | |
| 49 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 0.72% | -0.62% | EXIT | |
| 50 | MKL | Markel Group Inc | 股票-金融 | 0.70% | -0.72% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MRNA | Moderna Inc | +1.1% | NEW | 新建倉 |
| 2 | META | Meta Platforms Inc-class A | +1.1% | -2.81% | 減碼 |
| 3 | ADSK | Autodesk Inc | +1% | NEW | 新建倉 |
| 4 | VRTX | Vertex Pharmaceuticals Inc | +0.9% | NEW | 新建倉 |
| 5 | DHR | Danaher CORP | +0.8% | +128.42% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.7% | -2.96% | 減碼 |
| 7 | TOST | Toast Inc-class A | +0.6% | NEW | 新建倉 |
| 8 | SBAC | SBA Communications Corporation | +0.5% | NEW | 新建倉 |
| 9 | CSGP | Costar Group Inc | +0.5% | +38.41% | 加碼 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.5% | +82.68% | 加碼 |
| 11 | GMED | Globus Medical Inc - A | +0.5% | NEW | 新建倉 |
| 12 | NFLX | Netflix Inc | +0.3% | -2.68% | 減碼 |
| 13 | GWRE | Guidewire Software Inc | +0.3% | NEW | 新建倉 |
| 14 | DV | Doubleverify Holdings Inc | +0.3% | NEW | 新建倉 |
| 15 | CRM | Salesforce Inc | +0.3% | -2.84% | 減碼 |
| 16 | ICLR | ICON Public Limited Company | +0.2% | -1.27% | 減碼 |
| 17 | MA | Mastercard Inc - A | +0.2% | -2.25% | 減碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.76% | 減碼 |
| 19 | SWAVUSD | Shockwave Medical Inc | +0.2% | +0.19% | 加碼 |
| 20 | EMN | Eastman Chemical Co | +0.2% | +34.66% | 加碼 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -2.65% | 減碼 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.53% | 減碼 |
| 23 | MSFT | Microsoft CORP | +0.1% | +0.45% | 加碼 |
| 24 | ALRM | Alarm.com Holdings Inc | +0.1% | -0.74% | 減碼 |
| 25 | HQY | Healthequity Inc | +0.1% | -1.28% | 減碼 |
| 26 | BRO | Brown & Brown Inc | +0.1% | -12.86% | 減碼 |
| 27 | FAST | Fastenal Co | +0.1% | -0.45% | 減碼 |
| 28 | BSCP | Invesco Bulletshares 2025 Cb | +0.1% | +4.31% | 加碼 |
| 29 | TEAM | Atlassian Corp-cl A | -0.1% | -0.93% | 減碼 |
| 30 | QTWO | Q2 Holdings Inc | -0.1% | -40.41% | 減碼 |
| 31 | HHH | Howard Hughes Holdings Inc | -0.2% | -0.25% | 減碼 |
| 32 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -32.97% | 減碼 |
| 33 | TMFM | Motley Fool Mid-cap Growth | -0.2% | EXIT | 清倉 |
| 34 | PAYC | Paycom Software Inc | -0.2% | EXIT | 清倉 |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.2% | -23.36% | 減碼 |
| 36 | MELI | Mercadolibre Inc | -0.2% | -3.15% | 減碼 |
| 37 | CGNX | Cognex CORP | -0.3% | EXIT | 清倉 |
| 38 | MKL | Markel Group Inc | -0.3% | -33.55% | 減碼 |
| 39 | BMRN | Biomarin Pharmaceutical Inc | -0.3% | -2.46% | 減碼 |
| 40 | ✓ | Banco Latinoamericano Come | -0.3% | -86.77% | 減碼 |
| 41 | EWY | Ishares Msci South Korea ETF | -0.3% | EXIT | 清倉 |
| 42 | TMFG | Motley Fool Global Opp | -0.4% | EXIT | 清倉 |
| 43 | PCTY | Paylocity Holding CORP | -0.4% | EXIT | 清倉 |
| 44 | BSCR | Invesco Bulletshares 2027 Cb | -0.4% | -32.59% | 減碼 |
| 45 | COST | Costco Wholesale CORP | -0.4% | -57.88% | 減碼 |
| 46 | LCII | Lci Industries | -0.5% | EXIT | 清倉 |
| 47 | MBB | Ishares Mbs ETF | -0.7% | EXIT | 清倉 |
| 48 | PANW | Palo Alto Networks Inc | -1.3% | -24.99% | 減碼 |
| 49 | PYPL | Paypal Holdings Inc | -1.5% | EXIT | 清倉 |
| 50 | SPLKCHF | Splunk Inc | -2.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Motley Fool Wealth Management, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$658.6萬，共申報了 123 個公開持股部位。
在 Q1 2024 季度，Motley Fool Wealth Management, LLC 按市值排列的前三大核心持股分別為：AMZN (5.6%)、META (4.5%)、GOOG (3.5%)。其中最大持股部位 AMZN 佔據整體投資組合約 5.6% 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
MRNA
市值: US$2131.7萬
本季最大獲利了結 / 清倉標的
SPLKCHF
前期市值: US$5558.1萬
在 Q1 2024 季度中，Motley Fool Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 7 個部位、減碼 25 個部位以及清倉 10 個部位。 其中最大新建倉標的為 MRNA。 本季清倉部位包含 SPLKCHF。
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。