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: 0001512611
申報總市值
US$9.1億
US$9.1億
107 檔
26.0%
Q4 2024 季度申報顯示，Nelson Capital Management, LLC 揭露的美股組合總市值為 US$9.1億，涵蓋 107 個不同之權益投資部位。
Nelson Capital Management, LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 31 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。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, AAPL）占據了總市值的 26.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 22.38% | +0.54% | +0.02% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.06% | -0.30% | -2.81% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.14% | +0.03% | +1.76% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.92% | -0.19% | +7.15% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 3.75% | -0.39% | -1.77% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.72% | +0.06% | +0.98% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.24% | +0.06% | -3.46% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.76% | +0.05% | -0.41% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.65% | +0.24% | -2.92% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.30% | +0.99% | +3.37% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.21% | +0.06% | -2.63% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.86% | +0.03% | +23.22% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.85% | +0.17% | +1.15% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | -0.04% | -4.51% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | +0.03% | -1.91% | |
| 16 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.54% | -0.18% | -0.25% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.50% | -0.20% | -5.03% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.37% | -0.09% | -3.79% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.25% | +0.46% | +0.40% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.24% | +0.11% | +0.90% | |
| 21 | QCOM | Qualcomm Inc | 股票-科技 | 1.23% | +0.11% | -1.02% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.08% | +0.08% | -2.63% | |
| 23 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.91% | — | -0.63% | |
| 24 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.89% | -0.13% | -1.20% | |
| 25 | LIN | Linde plc | 股票-原物料 | 0.89% | -0.04% | -2.55% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.17% | -3.20% | |
| 27 | ROP | Roper Technologies Inc | 股票-科技 | 0.83% | -0.06% | -1.98% | |
| 28 | SPGI | S&p Global Inc | 股票-金融 | 0.79% | -0.06% | +4.63% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.77% | — | -3.79% | |
| 30 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.76% | -0.44% | -5.44% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.13% | -3.77% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.72% | +0.03% | -5.05% | |
| 33 | SYK | Stryker CORP | 股票-醫療保健 | 0.70% | -0.10% | -2.39% | |
| 34 | IHAK | Ishares Cybersecurity & Tech | ETF-科技型 | 0.66% | +0.13% | +3.35% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.66% | -0.04% | -0.29% | |
| 36 | AMGN | Amgen Inc | 股票-醫療保健 | 0.65% | -0.52% | -10.70% | |
| 37 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.64% | -0.02% | -1.47% | |
| 38 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.63% | -0.04% | -4.61% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.02% | -4.31% | |
| 40 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | +0.01% | +7.99% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.53% | -0.02% | -3.92% | |
| 42 | MDT | Medtronic plc | 股票-醫療保健 | 0.52% | — | -2.30% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | +0.01% | +1.06% | |
| 44 | EMR | Emerson Electric Co | 股票-工業 | 0.50% | -0.02% | +1.04% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | +0.29% | +1011.04% | |
| 46 | MAS | Masco CORP | 股票-工業 | 0.46% | +0.06% | -0.85% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.46% | -0.05% | -0.40% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.45% | -0.05% | +1.78% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.45% | -0.04% | +0.41% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.45% | — | -0.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +0.02% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +0.4% | +1011.04% | 加碼 |
| 3 | TEL | TE Connectivity plc | +0.4% | NEW | 新建倉 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +23.22% | 加碼 |
| 5 | TPL | Texas Pacific Land CORP | +0.3% | NEW | 新建倉 |
| 6 | AAPL | Apple Inc | +0.3% | +1.76% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.3% | -2.63% | 減碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -2.92% | 減碼 |
| 9 | V | Visa Inc-class A Shares | +0.2% | -1.91% | 減碼 |
| 10 | VUG | Vanguard Growth ETF | +0.1% | NEW | 新建倉 |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +7.15% | 加碼 |
| 12 | BKNG | Booking Holdings Inc | +0.1% | -0.63% | 減碼 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +162.54% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +0.40% | 加碼 |
| 15 | XLK | Ss Technology Select Sector | +0.1% | +3.37% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -4.51% | 減碼 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +94.49% | 加碼 |
| 18 | LECO | Lincoln Electric Holdings | +0.1% | NEW | 新建倉 |
| 19 | CRM | Salesforce Inc | +0.1% | +1.78% | 加碼 |
| 20 | XLF | Ss Financial Select Sector | +0.1% | +7.99% | 加碼 |
| 21 | DIS | Walt Disney Co/the | +0.1% | +1.53% | 加碼 |
| 22 | EMR | Emerson Electric Co | +0.1% | +1.04% | 加碼 |
| 23 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 24 | ADP | Automatic Data Processing | -0.1% | EXIT | 清倉 |
| 25 | KO | Coca-cola Co/the | -0.1% | -2.06% | 減碼 |
| 26 | GIS | General Mills Inc | -0.1% | -2.71% | 減碼 |
| 27 | XYL | Xylem Inc | -0.1% | -1.49% | 減碼 |
| 28 | AEM | Agnico Eagle Mines LTD | -0.1% | -5.44% | 減碼 |
| 29 | XLRE | Ss Real Estate Select Sector | -0.1% | -0.29% | 減碼 |
| 30 | MDT | Medtronic plc | -0.1% | -2.30% | 減碼 |
| 31 | MAS | Masco CORP | -0.1% | -0.85% | 減碼 |
| 32 | ROP | Roper Technologies Inc | -0.1% | -1.98% | 減碼 |
| 33 | ADBE | Adobe Inc | -0.1% | -3.92% | 減碼 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -3.79% | 減碼 |
| 35 | ABBV | Abbvie Inc | -0.1% | -5.05% | 減碼 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -3.20% | 減碼 |
| 37 | VPU | Vanguard Utilities ETF | -0.1% | -0.25% | 減碼 |
| 38 | XLI | Ss Industrial Select Sector | -0.1% | -0.41% | 減碼 |
| 39 | VB | Vanguard Small-cap ETF | -0.1% | -3.46% | 減碼 |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -2.63% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -3.79% | 減碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.2% | -4.61% | 減碼 |
| 43 | LIN | Linde plc | -0.2% | -2.55% | 減碼 |
| 44 | QCOM | Qualcomm Inc | -0.2% | -1.02% | 減碼 |
| 45 | SPTS | Ss Spdr P St Term Tsy ETF | -0.2% | -1.77% | 減碼 |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | +1.15% | 加碼 |
| 47 | AMGN | Amgen Inc | -0.3% | -10.70% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.4% | -2.81% | 減碼 |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.4% | +0.98% | 加碼 |
| 50 | MRK | Merck & Co. Inc. | -0.6% | -84.16% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Nelson Capital Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$9.1億，共申報了 107 個公開持股部位。
在 Q4 2024 季度，Nelson Capital Management, LLC 按市值排列的前三大核心持股分別為：NVDA (22.4%)、MSFT (5.1%)、AAPL (4.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 22.4% 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
TEL
市值: US$215.7萬
本季最大獲利了結 / 清倉標的
ADP
前期市值: US$40.1萬
在 Q4 2024 季度中，Nelson Capital Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 15 個部位、減碼 29 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 ADP。
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。