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
119 檔
5981.8%
Q3 2024 季度申報顯示，Motley Fool Wealth Management, LLC 揭露的美股組合總市值為 US$658.6萬，涵蓋 119 個不同之權益投資部位。
Motley Fool Wealth Management, LLC 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 40 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Motley Fool Wealth Management, LLC 的前 5 大持股（包含 AMZN, META, GOOG）貢獻了組合市值的 5981.8%，形成該機構在 Q3 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.25% | +6.99% | -4.55% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.65% | +3.84% | -4.26% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.51% | +7.77% | -4.37% | |
| 4 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 3.20% | +2.52% | -3.90% | |
| 5 | MELI | Mercadolibre Inc | 股票-循環性消費 | 3.16% | +3.34% | -6.51% | |
| 6 | CRM | Salesforce Inc | 股票-科技 | 2.63% | -1.66% | EXIT | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.56% | — | -4.24% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.38% | +2.90% | -4.01% | |
| 9 | EQIX | Equinix Inc | 股票-房地產 | 2.29% | +2.01% | -3.81% | |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 2.18% | — | -4.14% | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 2.17% | +2.01% | -4.38% | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.00% | +5.37% | -47.43% | |
| 13 | AXON | Axon Enterprise Inc | 股票-工業 | 1.60% | -0.62% | EXIT | |
| 14 | BRO | Brown & Brown Inc | 股票-金融 | 1.51% | -0.93% | EXIT | |
| 15 | BMRN | Biomarin Pharmaceutical Inc | 股票-醫療保健 | 1.50% | +1.49% | -4.74% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.50% | -0.86% | EXIT | |
| 17 | CSGP | Costar Group Inc | 股票-房地產 | 1.49% | -0.70% | EXIT | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.35% | -0.80% | EXIT | |
| 19 | BR | Broadridge Financial Solutio | 股票-科技 | 1.24% | -0.81% | EXIT | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | -0.99% | EXIT | |
| 21 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.12% | -1.97% | EXIT | |
| 22 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.12% | -1.22% | EXIT | |
| 23 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.12% | +0.95% | -3.64% | |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.11% | — | -4.23% | |
| 25 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.07% | +4.19% | +65.91% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.78% | EXIT | |
| 27 | AMT | American Tower CORP | 股票-房地產 | 1.04% | -0.54% | EXIT | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.03% | +1.79% | -5.59% | |
| 29 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.00% | +2.12% | +157.09% | |
| 30 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-其他 | 0.99% | -1.01% | EXIT | |
| 31 | ADSK | Autodesk Inc | 股票-科技 | 0.97% | -0.76% | EXIT | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.92% | +2.64% | -4.24% | |
| 33 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.90% | -0.43% | EXIT | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.90% | -2.79% | EXIT | |
| 35 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.88% | — | -34.36% | |
| 36 | GSHD | Goosehead Insurance Inc -a | 股票-其他 | 0.87% | -0.44% | EXIT | |
| 37 | RXO | Rxo Inc | 股票-其他 | 0.84% | -0.09% | EXIT | |
| 38 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.82% | -0.64% | EXIT | |
| 39 | WSO | Watsco Inc | 股票-工業 | 0.78% | -0.53% | EXIT | |
| 40 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.77% | -0.50% | EXIT | |
| 41 | HHH | Howard Hughes Holdings Inc | 股票-房地產 | 0.76% | -0.62% | EXIT | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.75% | — | -4.81% | |
| 43 | DMBS | Doubleline Mortgage ETF | ETF-其他 | 0.74% | -0.87% | EXIT | |
| 44 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.73% | -0.87% | EXIT | |
| 45 | WAT | Waters CORP | 股票-醫療保健 | 0.73% | -0.59% | EXIT | |
| 46 | DCRE | Dbl Comm Real Est Debt | ETF-其他 | 0.72% | -1.06% | EXIT | |
| 47 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 0.72% | -0.43% | EXIT | |
| 48 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 0.72% | — | -26.05% | |
| 49 | TYL | Tyler Technologies Inc | 股票-科技 | 0.72% | -0.43% | EXIT | |
| 50 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.71% | — | -4.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.8% | +98.52% | 加碼 |
| 2 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | NEW | 新建倉 |
| 3 | TRU | Transunion | +0.5% | NEW | 新建倉 |
| 4 | BRBR | Bellring Brands Inc | +0.5% | NEW | 新建倉 |
| 5 | CROX | Crocs Inc | +0.5% | NEW | 新建倉 |
| 6 | MELI | Mercadolibre Inc | +0.4% | -6.51% | 減碼 |
| 7 | DXCM | Dexcom Inc | +0.3% | +157.09% | 加碼 |
| 8 | CSGP | Costar Group Inc | +0.3% | +28.08% | 加碼 |
| 9 | DDOG | Datadog Inc - Class A | +0.3% | +65.91% | 加碼 |
| 10 | GSHD | Goosehead Insurance Inc -a | +0.3% | -1.42% | 減碼 |
| 11 | META | Meta Platforms Inc-class A | +0.3% | -4.26% | 減碼 |
| 12 | EQIX | Equinix Inc | +0.2% | -3.81% | 減碼 |
| 13 | HRI | Herc Holdings Inc | +0.2% | +26.42% | 加碼 |
| 14 | TREX | Trex Company Inc | +0.2% | +78.83% | 加碼 |
| 15 | AXON | Axon Enterprise Inc | +0.1% | -17.48% | 減碼 |
| 16 | AMT | American Tower CORP | +0.1% | -3.44% | 減碼 |
| 17 | MA | Mastercard Inc - A | +0.1% | -4.01% | 減碼 |
| 18 | QTWO | Q2 Holdings Inc | +0.1% | -1.59% | 減碼 |
| 19 | WAT | Waters CORP | +0.1% | -3.09% | 減碼 |
| 20 | GWRE | Guidewire Software Inc | +0.1% | -1.55% | 減碼 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.12% | 減碼 |
| 22 | COO | Cooper Cos Inc/the | +0.1% | -1.46% | 減碼 |
| 23 | RARE | Ultragenyx Pharmaceutical In | +0.1% | -1.40% | 減碼 |
| 24 | SBAC | Sba Communications CORP | +0.1% | -1.16% | 減碼 |
| 25 | YUMC | Yum China Holdings Inc | +0.1% | -9.66% | 減碼 |
| 26 | HHH | Howard Hughes Holdings Inc | +0.1% | -3.66% | 減碼 |
| 27 | LOB | Live Oak Bancshares Inc | +0.1% | -1.60% | 減碼 |
| 28 | TYL | Tyler Technologies Inc | +0.1% | -1.45% | 減碼 |
| 29 | SBUX | Starbucks CORP | +0.1% | -1.64% | 減碼 |
| 30 | NEE | Nextera Energy Inc | +0.1% | -1.49% | 減碼 |
| 31 | BAM | Brookfield Asset Mgmt-a | +0.1% | -9.17% | 減碼 |
| 32 | DHR | Danaher CORP | +0.1% | -4.30% | 減碼 |
| 33 | TEAM | Atlassian Corp-cl A | -0.1% | -8.62% | 減碼 |
| 34 | NARIUSD | Inari Medical Inc | -0.1% | -3.54% | 減碼 |
| 35 | OKTA | Okta Inc | -0.1% | -5.56% | 減碼 |
| 36 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | -4.24% | 減碼 |
| 37 | ALRM | Alarm.com Holdings Inc | -0.2% | -3.21% | 減碼 |
| 38 | RTO | Rentokil Initial Plc-sp Adr | -0.2% | -8.27% | 減碼 |
| 39 | ICLR | ICON Public Limited Company | -0.2% | -8.67% | 減碼 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -9.23% | 減碼 |
| 41 | GMED | Globus Medical Inc - A | -0.2% | -26.05% | 減碼 |
| 42 | TWLO | Twilio Inc - A | -0.3% | EXIT | 清倉 |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | -45.65% | 減碼 |
| 44 | CALY | Callaway Golf Company | -0.4% | EXIT | 清倉 |
| 45 | BMRN | Biomarin Pharmaceutical Inc | -0.4% | -4.74% | 減碼 |
| 46 | IBDP | Ishares Ibonds Dec 2024 Term | -0.5% | -34.36% | 減碼 |
| 47 | MRNA | Moderna Inc | -0.6% | -4.58% | 減碼 |
| 48 | AMZN | Amazon.com Inc | -0.6% | -4.55% | 減碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.6% | -4.37% | 減碼 |
| 50 | PANW | Palo Alto Networks Inc | -1.8% | -47.43% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Motley Fool Wealth Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$658.6萬，共申報了 119 個公開持股部位。
在 Q3 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 (5.3%)、META (4.7%)、GOOG (3.5%)。其中最大持股部位 AMZN 佔據整體投資組合約 5.3% 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
CRWD
市值: US$1261.0萬
本季最大獲利了結 / 清倉標的
CALY
前期市值: US$723.4萬
在 Q3 2024 季度中，Motley Fool Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 6 個部位、減碼 38 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CRWD。 本季清倉部位包含 CALY。
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。