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: 0001815025
申報總市值
US$4.8億
US$4.8億
129 檔
14.0%
根據最新整理的 13F 季度數據集，NovaPoint Capital, LLC 於 Q3 2024 結束時的管理資產規模為 US$4.8億。該機構在本季度申報了 129 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，NovaPoint Capital, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 31 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，NovaPoint Capital, LLC 的前 5 大持股（包含 BRK-B, VTI, AAPL）貢獻了組合市值的 14.0%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.29% | -0.19% | +14.23% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.38% | -0.38% | -11.92% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.89% | -0.24% | -1.42% | |
| 4 | HD | Home Depot Inc | 股票-循環性消費 | 3.71% | -0.28% | +19.16% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.61% | -0.11% | +10.68% | |
| 6 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 3.48% | — | -0.72% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.36% | -0.72% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.18% | -0.13% | +36.94% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | -0.21% | -0.43% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.88% | -0.61% | +0.24% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.82% | +0.04% | +0.22% | |
| 12 | FMAR | Ft Vest US Equity Buffer ETF | ETF-其他 | 1.73% | — | -3.28% | |
| 13 | AFL | Aflac Inc | 股票-金融 | 1.69% | -0.15% | +0.27% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.67% | -0.40% | +5.12% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.60% | -0.01% | -0.08% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.55% | -0.13% | -0.30% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.55% | -0.18% | +2.25% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 1.50% | +0.48% | +1.11% | |
| 19 | SPGI | S&p Global Inc | 股票-金融 | 1.49% | -0.20% | +1.30% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.44% | — | +4.36% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.42% | -0.18% | +3.49% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.36% | -0.39% | — | |
| 23 | UNP | Union Pacific CORP | 股票-工業 | 1.36% | -0.04% | +0.98% | |
| 24 | GRMN | Garmin Ltd. | 股票-科技 | 1.28% | -0.19% | +3.22% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.25% | -0.14% | +3.03% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.25% | -0.23% | -15.33% | |
| 27 | GD | General Dynamics CORP | 股票-工業 | 1.25% | -0.20% | +1.05% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.24% | -0.32% | +1.59% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 1.24% | +0.06% | +6156.64% | |
| 30 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.21% | -0.31% | +3.29% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | -0.23% | +2.22% | |
| 32 | CMI | Cummins Inc | 股票-工業 | 1.19% | +0.22% | +4.27% | |
| 33 | LHX | L3harris Technologies Inc | 股票-工業 | 1.14% | -0.46% | +4.57% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.14% | -0.12% | +3.06% | |
| 35 | OMC | Omnicom Group | 股票-通訊服務 | 1.14% | -0.15% | +4.28% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.10% | -0.21% | +3.29% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 1.07% | -1.41% | EXIT | |
| 38 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.06% | — | +3.58% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.05% | -0.10% | -32.40% | |
| 40 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.05% | -0.62% | -4.85% | |
| 41 | GLW | Corning Inc | 股票-科技 | 1.03% | +1.33% | +7.46% | |
| 42 | APH | Amphenol Corp-cl A | 股票-科技 | 1.00% | +0.40% | +6.14% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.97% | -0.29% | -12.02% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.92% | -0.03% | +0.11% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.22% | -23.93% | |
| 46 | MDT | Medtronic plc | 股票-醫療保健 | 0.87% | -0.16% | +5.87% | |
| 47 | EOG | Eog Resources Inc | 股票-能源 | 0.85% | -0.29% | +4.04% | |
| 48 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.83% | -0.20% | -0.65% | |
| 49 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-其他 | 0.73% | — | -40.89% | |
| 50 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 0.72% | — | -2.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOE | Vanguard Mid-cap Value ETF | +1.4% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +1% | +6156.64% | 加碼 |
| 3 | HD | Home Depot Inc | +0.8% | +19.16% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +14.23% | 加碼 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.5% | +36.94% | 加碼 |
| 6 | IBM | Intl Business Machines CORP | +0.3% | +0.22% | 加碼 |
| 7 | IBTO | Ishares Ibonds Dec 2033 Tres | +0.3% | NEW | 新建倉 |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +10.68% | 加碼 |
| 9 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.2% | +189.02% | 加碼 |
| 10 | AFL | Aflac Inc | +0.2% | +0.27% | 加碼 |
| 11 | ORCL | Oracle CORP | +0.2% | +3.49% | 加碼 |
| 12 | WMT | Walmart Inc | +0.2% | +0.24% | 加碼 |
| 13 | ACN | Accenture plc | +0.2% | +4.36% | 加碼 |
| 14 | GLW | Corning Inc | +0.1% | +7.46% | 加碼 |
| 15 | GEV | GE Vernova Inc | +0.1% | +7.69% | 加碼 |
| 16 | CMI | Cummins Inc | +0.1% | +4.27% | 加碼 |
| 17 | SPGI | S&p Global Inc | +0.1% | +1.30% | 加碼 |
| 18 | OMC | Omnicom Group | +0.1% | +4.28% | 加碼 |
| 19 | D | Dominion Energy Inc | +0.1% | +49.03% | 加碼 |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建倉 |
| 21 | CB | Chubb Limited | +0.1% | +2.25% | 加碼 |
| 22 | APD | Air Products & Chemicals Inc | +0.1% | +3.06% | 加碼 |
| 23 | MDT | Medtronic plc | +0.1% | +5.87% | 加碼 |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +5.12% | 加碼 |
| 25 | JNJ | Johnson & Johnson | 0% | +2.22% | 加碼 |
| 26 | MA | Mastercard Inc - A | 0% | -0.30% | 減碼 |
| 27 | ABT | Abbott Laboratories | 0% | +3.29% | 加碼 |
| 28 | GRMN | Garmin Ltd. | 0% | +3.22% | 加碼 |
| 29 | UNP | Union Pacific CORP | 0% | +0.98% | 加碼 |
| 30 | LHX | L3harris Technologies Inc | 0% | +4.57% | 加碼 |
| 31 | GS | Goldman Sachs Group Inc | — | -0.08% | 減碼 |
| 32 | AAPL | Apple Inc | 0% | -1.42% | 減碼 |
| 33 | PG | Procter & Gamble Co/the | 0% | +3.03% | 加碼 |
| 34 | TXN | Texas Instruments Inc | 0% | +1.11% | 加碼 |
| 35 | EW | Edwards Lifesciences CORP | -0.1% | EXIT | 清倉 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.2% | -5.22% | 減碼 |
| 37 | ✓ | -0.2% | EXIT | 清倉 | |
| 38 | DIS | Walt Disney Co/the | -0.2% | EXIT | 清倉 |
| 39 | CAT | Caterpillar Inc | -0.2% | EXIT | 清倉 |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | -0.2% | -12.02% | 減碼 |
| 41 | KO | Coca-cola Co/the | -0.3% | -60.44% | 減碼 |
| 42 | IWF | Ishares Russell 1000 Growth | -0.3% | -15.33% | 減碼 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -23.93% | 減碼 |
| 44 | NKE | Nike Inc -cl B | -0.4% | EXIT | 清倉 |
| 45 | SMLV | Ss Spdr US Sc Low Vol Idx | -0.5% | EXIT | 清倉 |
| 46 | MSFT | Microsoft CORP | -0.5% | -0.72% | 減碼 |
| 47 | RSP | Invesco S&p 500 Equal Weight | -0.5% | -32.40% | 減碼 |
| 48 | KOMP | Ss Spdr S&p Kensho Ne Comp | -0.5% | -40.89% | 減碼 |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -11.92% | 減碼 |
| 50 | SYY | Sysco CORP | -0.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，NovaPoint Capital, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$4.8億，共申報了 129 個公開持股部位。
在 Q3 2024 季度，NovaPoint Capital, LLC 按市值排列的前三大核心持股分別為：BRK-B (5.3%)、VTI (4.4%)、AAPL (3.9%)。其中最大持股部位 BRK-B 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
VOE
市值: US$438.9萬
本季最大獲利了結 / 清倉標的
SYY
前期市值: US$266.7萬
在 Q3 2024 季度中，NovaPoint Capital, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 28 個部位、減碼 12 個部位以及清倉 7 個部位。 其中最大新建倉標的為 VOE。 本季清倉部位包含 SYY。
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。