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: 0001629649
申報總市值
US$85.3億
US$85.3億
876 檔
19.6%
截至 Q2 2024 季度末，Northwestern Mutual Investment Management Company, LLC 的美股持倉估值約為 US$85.3億，全數申報部位共有 876 檔。
在 Q2 2024，Northwestern Mutual Investment Management Company, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 14 個新部位，並對 18 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
整體而言，Northwestern Mutual Investment Management Company, LLC 的前 5 大持股（包含 VOO, IJR, EFA）貢獻了組合市值的 19.6%，形成該機構在 Q2 2024 季度的基本面基石。
僅顯示前 200 大持股（共 876 檔）
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 11.76% | +1.25% | -5.25% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 10.38% | -1.20% | +6.13% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 9.74% | -3.93% | +9.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.43% | -1.07% | +9.16% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.01% | -0.02% | -2.19% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.99% | +0.46% | -40.75% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.29% | +0.32% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.50% | -0.24% | +898.78% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.50% | -0.21% | -0.41% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.46% | -0.11% | +0.48% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.91% | -0.15% | -0.10% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | -0.02% | -0.03% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.84% | -0.18% | -4.81% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.84% | +0.14% | — | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | -0.02% | -0.66% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.09% | -0.21% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | +0.01% | +0.41% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.58% | -0.04% | -0.72% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | -0.05% | -0.38% | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 0.45% | -0.06% | +0.43% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.13% | +13.30% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.39% | +0.02% | -0.20% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | -0.04% | -0.18% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.32% | -0.03% | +0.59% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.31% | -0.05% | +0.23% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.30% | -0.04% | -0.20% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.29% | -0.06% | +0.27% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.28% | -0.03% | -0.13% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.26% | -0.02% | +0.24% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.25% | -0.02% | +0.31% | |
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 0.24% | -0.09% | -0.14% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.24% | -0.07% | +0.08% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.22% | -0.02% | -0.89% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.22% | -0.07% | -0.89% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.22% | +0.20% | +0.32% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.21% | -0.03% | +0.63% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.20% | -0.02% | -0.60% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.20% | -0.02% | -0.07% | |
| 39 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.19% | — | +0.12% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.19% | -0.03% | +0.32% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.19% | -0.03% | +0.27% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.18% | — | +0.47% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.17% | -0.02% | -0.92% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.17% | -0.02% | -2.85% | |
| 45 | ADI | Analog Devices Inc | 股票-科技 | 0.17% | -0.01% | +0.16% | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.16% | +0.09% | +0.15% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.16% | +0.02% | -0.06% | |
| 48 | INTU | Intuit Inc | 股票-科技 | 0.15% | -0.03% | +0.33% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.15% | -0.04% | -0.36% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.15% | -0.02% | -0.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.8% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +0.7% | +898.78% | 加碼 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.6% | +9.20% | 加碼 |
| 4 | AAPL | Apple Inc | +0.4% | -0.41% | 減碼 |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +9.16% | 加碼 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +6.13% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.1% | +0.32% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.03% | 減碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -0.66% | 減碼 |
| 10 | AVGO | Broadcom Inc | +0.1% | -0.72% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +0.48% | 加碼 |
| 12 | BMRN | Biomarin Pharmaceutical Inc | +0.1% | NEW | 新建倉 |
| 13 | SRPT | Sarepta Therapeutics Inc | +0.1% | NEW | 新建倉 |
| 14 | LLY | Eli Lilly & Co | +0.1% | +0.41% | 加碼 |
| 15 | RBA | Rb Global Inc | +0.1% | NEW | 新建倉 |
| 16 | TPL | Texas Pacific Land CORP | +0.1% | NEW | 新建倉 |
| 17 | ILMN | Illumina Inc | +0.1% | +605.60% | 加碼 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | 新建倉 |
| 19 | KKR | Kkr & Co Inc | +0.1% | NEW | 新建倉 |
| 20 | TSLA | Tesla Inc | +0.1% | +0.43% | 加碼 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +13.30% | 加碼 |
| 22 | DUOL | Duolingo | 0% | NEW | 新建倉 |
| 23 | COST | Costco Wholesale CORP | 0% | +0.23% | 加碼 |
| 24 | GEV | GE Vernova Inc | 0% | NEW | 新建倉 |
| 25 | AAON | Aaon Inc | 0% | NEW | 新建倉 |
| 26 | RYAN | Ryan Specialty Holdings Inc | 0% | NEW | 新建倉 |
| 27 | NXT | Nextpower Inc-cl A | 0% | NEW | 新建倉 |
| 28 | ALTREUR | Altair Engineering Inc - A | 0% | NEW | 新建倉 |
| 29 | WMT | Walmart Inc | 0% | +0.08% | 加碼 |
| 30 | WMG | Warner Music Group Corp-cl A | 0% | NEW | 新建倉 |
| 31 | META | Meta Platforms Inc-class A | 0% | -0.10% | 減碼 |
| 32 | QCOM | Qualcomm Inc | 0% | +0.47% | 加碼 |
| 33 | P | Everpure Inc-a | 0% | +2.95% | 加碼 |
| 34 | XRAY | Dentsply Sirona Inc | 0% | +589.19% | 加碼 |
| 35 | CRM | Salesforce Inc | 0% | +0.63% | 加碼 |
| 36 | MA | Mastercard Inc - A | 0% | -0.20% | 減碼 |
| 37 | BRKR | Bruker CORP | 0% | +6.23% | 加碼 |
| 38 | KORE | KORE Group Holdings, Inc. | 0% | EXIT | 清倉 |
| 39 | AIRCUSD | Apartment Income Reit Co | 0% | EXIT | 清倉 |
| 40 | INTC | Intel CORP | 0% | +0.98% | 加碼 |
| 41 | DIS | Walt Disney Co/the | 0% | -0.32% | 減碼 |
| 42 | HD | Home Depot Inc | 0% | -0.13% | 減碼 |
| 43 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清倉 |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.1% | -4.81% | 減碼 |
| 45 | SWAVUSD | Shockwave Medical Inc | -0.1% | EXIT | 清倉 |
| 46 | GDDY | Godaddy Inc - Class A | -0.1% | -85.72% | 減碼 |
| 47 | VST | Vistra CORP | -0.1% | -86.13% | 減碼 |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -2.19% | 減碼 |
| 49 | VOO | Vanguard S&p 500 ETF | -0.3% | -5.25% | 減碼 |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.9% | -40.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Northwestern Mutual Investment Management Company, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$85.3億，共申報了 876 個公開持股部位。
在 Q2 2024 季度，Northwestern Mutual Investment Management Company, LLC 按市值排列的前三大核心持股分別為：VOO (11.8%)、IJR (10.4%)、EFA (9.7%)。其中最大持股部位 VOO 佔據整體投資組合約 11.8% 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
LQD
市值: US$3245.7萬
本季最大獲利了結 / 清倉標的
SWAVUSD
前期市值: US$268.0萬
在 Q2 2024 季度中，Northwestern Mutual Investment Management Company, LLC 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 18 個部位、減碼 14 個部位以及清倉 4 個部位。 其中最大新建倉標的為 LQD。 本季清倉部位包含 SWAVUSD。
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。