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: 0001911391
申報總市值
US$1.8億
US$1.8億
100 檔
44.9%
在 Q4 2024 申報期間，Nicholas Wealth, LLC.（CIK: 0001911391）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$1.8億，共持有 100 個公開申報部位。
Q4 2024 數據顯示 Nicholas Wealth, LLC. 積極進場，新開立 8 個部位並同步加碼 29 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Nicholas Wealth, LLC. 的前 5 大核心持股（包含 FIAX, GIAX, TSLA 等）合計佔整體申報市值的 44.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | FIAX | Nicholas Fixed Inc Alt ETF | ETF-其他 | 19.13% | -1.92% | +15.60% | |
| 2 | GIAX | Nicholas Glbl Eq Inc ETF | ETF-其他 | 14.00% | -0.04% | +75.03% | |
| 3 | TSLA | Tesla Inc | 股票-循環性消費 | 4.22% | -0.26% | +5.59% | |
| 4 | AFL | Aflac Inc | 股票-金融 | 4.02% | -0.13% | +1.02% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.66% | -0.08% | -22.55% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 2.21% | -0.06% | +25.24% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.34% | +8.83% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.88% | -0.24% | +3.69% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.87% | -0.20% | +9.54% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.87% | -0.13% | +8.38% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.56% | -0.26% | -7.23% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.27% | -0.16% | +7.95% | |
| 13 | ZHDG | Zega Buy And Hedge ETF | ETF-其他 | 1.23% | -0.04% | -71.33% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | -1.21% | EXIT | |
| 15 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.13% | -0.12% | +21.64% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.11% | -0.12% | +14.13% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工業 | 1.11% | -0.10% | +19.69% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.06% | -0.02% | +20.55% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.94% | -0.31% | +20.05% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.93% | -0.27% | -17.78% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | -0.02% | +186.21% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.03% | +13.76% | |
| 23 | DAL | Delta Air Lines Inc | 股票-工業 | 0.83% | — | +23.92% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | — | +21.10% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 0.80% | — | +21.91% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | -0.05% | +22.30% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.72% | -0.22% | +12.19% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | +0.09% | +13.30% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.71% | -0.13% | +13.00% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 0.68% | — | +16.60% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | — | +171.94% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.66% | +0.01% | +15.72% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.65% | +0.43% | +17.33% | |
| 34 | XYZ | Block Inc | 股票-金融 | 0.65% | — | +14.71% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.64% | -0.04% | +19.77% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.64% | -0.09% | +17.39% | |
| 37 | ARES | Ares Management CORP - A | 股票-金融 | 0.63% | +0.04% | +16.79% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | -0.03% | +20.21% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | +0.13% | NEW | |
| 40 | CF | Cf Industries Holdings Inc | 股票-原物料 | 0.62% | -0.58% | +16.02% | |
| 41 | CAT | Caterpillar Inc | 股票-工業 | 0.60% | +0.19% | NEW | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.56% | -0.18% | +24.07% | |
| 43 | ✓ | Tidal Tr Ii | 股票-其他 | 0.56% | — | +26.67% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.10% | +3.30% | |
| 45 | UBER | Uber Technologies Inc | 股票-工業 | 0.55% | -0.12% | +25.27% | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.55% | +1.96% | — | |
| 47 | SO | Southern Co/the | 股票-公用事業 | 0.54% | -0.10% | +1.17% | |
| 48 | VLO | Valero Energy CORP | 股票-能源 | 0.53% | -0.44% | +38.93% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.53% | — | +25.10% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | -0.01% | +13.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GIAX | Nicholas Glbl Eq Inc ETF | +4.2% | +75.03% | 加碼 |
| 2 | TSLA | Tesla Inc | +1.2% | +5.59% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +186.21% | 加碼 |
| 4 | MU | Micron Technology Inc | +0.6% | NEW | 新建倉 |
| 5 | SMCI | Super Micro Computer Inc | +0.5% | NEW | 新建倉 |
| 6 | LLY | Eli Lilly & Co | +0.4% | +171.94% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.3% | +300.58% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | +14.13% | 加碼 |
| 9 | DAL | Delta Air Lines Inc | +0.2% | +23.92% | 加碼 |
| 10 | APP | Applovin Corp-class A | +0.2% | NEW | 新建倉 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | -17.78% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +8.38% | 加碼 |
| 13 | UPS | United Parcel Service-cl B | +0.2% | NEW | 新建倉 |
| 14 | NFLX | Netflix Inc | +0.2% | +21.91% | 加碼 |
| 15 | GFL | Gfl Environmental Inc-sub Vt | +0.1% | NEW | 新建倉 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +21.10% | 加碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +17.33% | 加碼 |
| 18 | XYZ | Block Inc | +0.1% | +14.71% | 加碼 |
| 19 | FIX | Comfort Systems USA Inc | +0.1% | NEW | 新建倉 |
| 20 | FISV | Fiserv Inc | +0.1% | NEW | 新建倉 |
| 21 | CVX | Chevron CORP | +0.1% | NEW | 新建倉 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +13.76% | 加碼 |
| 23 | MS | Morgan Stanley | +0.1% | +15.72% | 加碼 |
| 24 | HD | Home Depot Inc | +0.1% | +25.24% | 加碼 |
| 25 | BAC | Bank Of America CORP | +0.1% | +20.21% | 加碼 |
| 26 | CRM | Salesforce Inc | +0.1% | +13.00% | 加碼 |
| 27 | NOW | Servicenow Inc | +0.1% | +16.60% | 加碼 |
| 28 | NVDA | Nvidia CORP | +0.1% | +9.54% | 加碼 |
| 29 | ARES | Ares Management CORP - A | +0.1% | +16.79% | 加碼 |
| 30 | VLO | Valero Energy CORP | +0.1% | +38.93% | 加碼 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +22.30% | 加碼 |
| 32 | WMT | Walmart Inc | +0.1% | +12.19% | 加碼 |
| 33 | CF | Cf Industries Holdings Inc | +0.1% | +16.02% | 加碼 |
| 34 | CSCO | Cisco Systems Inc | +0.1% | +13.30% | 加碼 |
| 35 | SLB | Slb LTD | +0.1% | +37.62% | 加碼 |
| 36 | META | Meta Platforms Inc-class A | 0% | +7.95% | 加碼 |
| 37 | ICE | Intercontinental Exchange In | -0.1% | EXIT | 清倉 |
| 38 | MCD | Mcdonald's CORP | -0.1% | EXIT | 清倉 |
| 39 | IEX | Idex CORP | -0.1% | EXIT | 清倉 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.2% | EXIT | 清倉 |
| 41 | MINT | Pimco Enhanced Short Maturit | -0.2% | EXIT | 清倉 |
| 42 | AXNX* | Axonics Inc | -0.2% | EXIT | 清倉 |
| 43 | SMCIUSD | Super Micro Computer Inc | -0.3% | EXIT | 清倉 |
| 44 | MCK | Mckesson CORP | -0.4% | EXIT | 清倉 |
| 45 | ON | On Semiconductor | -0.5% | EXIT | 清倉 |
| 46 | UNH | Unitedhealth Group Inc | -0.5% | -71.53% | 減碼 |
| 47 | FIAX | Nicholas Fixed Inc Alt ETF | -0.6% | +15.60% | 加碼 |
| 48 | MRK | Merck & Co. Inc. | -0.6% | EXIT | 清倉 |
| 49 | AFL | Aflac Inc | -1% | +1.02% | 加碼 |
| 50 | ZHDG | Zega Buy And Hedge ETF | -3.8% | -71.33% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Nicholas Wealth, LLC. 在 Q4 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 100 個公開持股部位。
在 Q4 2024 季度，Nicholas Wealth, LLC. 按市值排列的前三大核心持股分別為：FIAX (19.1%)、GIAX (14.0%)、TSLA (4.2%)。其中最大持股部位 FIAX 佔據整體投資組合約 19.1% 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
MU
市值: US$101.8萬
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$95.7萬
在 Q4 2024 季度中，Nicholas Wealth, LLC. 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 29 個部位、減碼 3 個部位以及清倉 10 個部位。 其中最大新建倉標的為 MU。 本季清倉部位包含 MRK。
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。