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
122 檔
6355.0%
Motley Fool Wealth Management, LLC 在 Q2 2024 季度的美股部位總計估值為 US$658.6萬，分散於 122 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2024 的資金脈絡，Motley Fool Wealth Management, LLC 在獲利結算 9 檔個股的同時，將資本重新部署至 9 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 AMZN, META, GOOG）累計市值佔比達 6355.0%，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 | 5.82% | +6.99% | -2.39% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.39% | +3.84% | -5.22% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.13% | +7.77% | -2.03% | |
| 4 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.81% | +5.37% | -2.46% | |
| 5 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 3.18% | +2.52% | -1.89% | |
| 6 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.76% | +3.34% | -3.64% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.69% | — | +1.91% | |
| 8 | CRM | Salesforce Inc | 股票-科技 | 2.62% | -1.66% | EXIT | |
| 9 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 2.27% | — | +51.81% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.26% | +2.90% | -1.66% | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 2.20% | +2.01% | -2.20% | |
| 12 | EQIX | Equinix Inc | 股票-房地產 | 2.06% | +2.01% | -1.38% | |
| 13 | BMRN | Biomarin Pharmaceutical Inc | 股票-醫療保健 | 1.87% | +1.49% | -2.84% | |
| 14 | BRO | Brown & Brown Inc | 股票-金融 | 1.57% | -0.93% | EXIT | |
| 15 | AXON | Axon Enterprise Inc | 股票-工業 | 1.46% | -0.62% | EXIT | |
| 16 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.36% | — | +1.91% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 1.28% | -0.80% | EXIT | |
| 18 | BR | Broadridge Financial Solutio | 股票-科技 | 1.18% | -0.81% | EXIT | |
| 19 | MRNA | Moderna Inc | 股票-醫療保健 | 1.18% | — | -2.06% | |
| 20 | CSGP | Costar Group Inc | 股票-房地產 | 1.16% | -0.70% | EXIT | |
| 21 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.15% | — | +1.91% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | -0.78% | EXIT | |
| 23 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.13% | +0.95% | +57.46% | |
| 24 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.13% | -1.22% | EXIT | |
| 25 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.13% | -1.97% | EXIT | |
| 26 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 1.10% | -0.43% | EXIT | |
| 27 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-其他 | 1.03% | -1.01% | EXIT | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | -0.99% | EXIT | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.99% | +2.64% | -1.98% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.99% | +1.79% | -3.42% | |
| 31 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 0.95% | — | +41.44% | |
| 32 | ADSK | Autodesk Inc | 股票-科技 | 0.93% | -0.76% | EXIT | |
| 33 | AMT | American Tower CORP | 股票-房地產 | 0.91% | -0.54% | EXIT | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.91% | -2.79% | EXIT | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.90% | -0.17% | EXIT | |
| 36 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 0.88% | -0.43% | EXIT | |
| 37 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.86% | -0.64% | EXIT | |
| 38 | RXO | Rxo Inc | 股票-其他 | 0.82% | -0.09% | EXIT | |
| 39 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 0.78% | -0.62% | EXIT | |
| 40 | WSO | Watsco Inc | 股票-工業 | 0.77% | -0.53% | EXIT | |
| 41 | DCRE | Dbl Comm Real Est Debt | ETF-其他 | 0.75% | -1.06% | EXIT | |
| 42 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.75% | -0.87% | EXIT | |
| 43 | DMBS | Doubleline Mortgage ETF | ETF-其他 | 0.75% | -0.87% | EXIT | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.75% | — | -0.35% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.75% | -0.52% | EXIT | |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.74% | -0.86% | EXIT | |
| 47 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.74% | — | +1.80% | |
| 48 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.74% | +4.19% | -3.40% | |
| 49 | MKL | Markel Group Inc | 股票-金融 | 0.73% | -0.72% | EXIT | |
| 50 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.69% | -0.50% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ICLR | ICON Public Limited Company | +1.1% | NEW | 新建倉 |
| 2 | BSCQ | Invesco Bulletshares 2026 Cb | +0.8% | +51.81% | 加碼 |
| 3 | DCRE | Dbl Comm Real Est Debt | +0.7% | +849.51% | 加碼 |
| 4 | DMBS | Doubleline Mortgage ETF | +0.7% | +857.51% | 加碼 |
| 5 | DXCM | Dexcom Inc | +0.7% | NEW | 新建倉 |
| 6 | AON | Aon plc | +0.6% | NEW | 新建倉 |
| 7 | GOOG | Alphabet Inc-cl C | +0.6% | -2.03% | 減碼 |
| 8 | SBAC | Sba Communications CORP | +0.5% | NEW | 新建倉 |
| 9 | COO | Cooper Cos Inc/the | +0.5% | NEW | 新建倉 |
| 10 | PANW | Palo Alto Networks Inc | +0.5% | -2.46% | 減碼 |
| 11 | BAM | Brookfield Asset Mgmt-a | +0.5% | +252.73% | 加碼 |
| 12 | HRI | Herc Holdings Inc | +0.4% | NEW | 新建倉 |
| 13 | GMED | Globus Medical Inc - A | +0.4% | +41.44% | 加碼 |
| 14 | BSCW | Invesco Bulletshares 2032 Cb | +0.4% | +59.23% | 加碼 |
| 15 | BSCU | Invesco Bulletshares 2030 Cb | +0.4% | +57.46% | 加碼 |
| 16 | BSCV | Invesco Bulletshares 2031 Cb | +0.4% | +58.01% | 加碼 |
| 17 | TMFG | Motley Fool Global Opp | +0.4% | NEW | 新建倉 |
| 18 | MDT | Medtronic plc | +0.4% | NEW | 新建倉 |
| 19 | GSHD | Goosehead Insurance Inc -a | +0.2% | +88.99% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.2% | -2.39% | 減碼 |
| 21 | TMFM | Motley Fool Mid-cap Growth | +0.2% | NEW | 新建倉 |
| 22 | NARIUSD | Inari Medical Inc | +0.2% | +52.98% | 加碼 |
| 23 | UPS | United Parcel Service-cl B | +0.2% | +76.25% | 加碼 |
| 24 | BKNG | Booking Holdings Inc | +0.2% | -1.89% | 減碼 |
| 25 | NFLX | Netflix Inc | +0.2% | -2.20% | 減碼 |
| 26 | RXO | Rxo Inc | +0.1% | +1.89% | 加碼 |
| 27 | TYL | Tyler Technologies Inc | +0.1% | +3.96% | 加碼 |
| 28 | MELI | Mercadolibre Inc | +0.1% | -3.64% | 減碼 |
| 29 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.26% | 加碼 |
| 30 | FAST | Fastenal Co | -0.1% | +1.02% | 加碼 |
| 31 | ALRM | Alarm.com Holdings Inc | -0.1% | +1.74% | 加碼 |
| 32 | TSCO | Tractor Supply Company | -0.1% | -29.00% | 減碼 |
| 33 | DV | Doubleverify Holdings Inc | -0.1% | +2.87% | 加碼 |
| 34 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -33.56% | 減碼 |
| 35 | BMRN | Biomarin Pharmaceutical Inc | -0.2% | -2.84% | 減碼 |
| 36 | SBUX | Starbucks CORP | -0.2% | -27.54% | 減碼 |
| 37 | EQIX | Equinix Inc | -0.3% | -1.38% | 減碼 |
| 38 | WSO | Watsco Inc | -0.3% | -31.17% | 減碼 |
| 39 | MA | Mastercard Inc - A | -0.3% | -1.66% | 減碼 |
| 40 | CSGP | Costar Group Inc | -0.4% | -2.06% | 減碼 |
| 41 | MDT | Medtronic plc | -0.5% | EXIT | 清倉 |
| 42 | SWAVUSD | Shockwave Medical Inc | -0.5% | EXIT | 清倉 |
| 43 | JBTM | Jbt Marel CORP | -0.5% | EXIT | 清倉 |
| 44 | SBAC | SBA Communications Corporation | -0.5% | EXIT | 清倉 |
| 45 | COO | The Cooper Companies, Inc. | -0.6% | EXIT | 清倉 |
| 46 | CRM | Salesforce Inc | -0.6% | -2.50% | 減碼 |
| 47 | AON | Aon plc | -0.8% | EXIT | 清倉 |
| 48 | BN | Brookfield CORP | -0.9% | EXIT | 清倉 |
| 49 | ICLR | ICON Public Limited Company | -1.8% | EXIT | 清倉 |
| 50 | BSCO | Invesco Bulletshares 2024 Cb | -2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Motley Fool Wealth Management, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$658.6萬，共申報了 122 個公開持股部位。
在 Q2 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 (5.8%)、META (4.4%)、GOOG (4.1%)。其中最大持股部位 AMZN 佔據整體投資組合約 5.8% 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
ICLR
市值: US$2153.8萬
本季最大獲利了結 / 清倉標的
BSCO
前期市值: US$3875.7萬
在 Q2 2024 季度中，Motley Fool Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 17 個部位、減碼 15 個部位以及清倉 9 個部位。 其中最大新建倉標的為 ICLR。 本季清倉部位包含 BSCO。
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。