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
127 檔
14.3%
NovaPoint Capital, LLC 在 Q4 2024 季度的美股部位總計估值為 US$4.8億，分散於 127 個持倉標的之中，反映其市場參與廣度與投資規模。
NovaPoint Capital, LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 29 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，NovaPoint Capital, LLC 的前 5 大核心持股（包含 BRK-B, VTI, AAPL 等）合計佔整體申報市值的 14.3%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.10% | -0.19% | -0.52% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.33% | -0.38% | -1.69% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.09% | -0.24% | -0.65% | |
| 4 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 3.79% | — | +973.92% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.66% | -0.11% | +0.92% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 3.63% | -0.28% | +3.58% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.36% | +1.61% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.38% | -0.21% | +14.92% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.16% | -0.13% | -1.49% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 2.09% | -0.61% | +0.96% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.88% | -0.01% | +2.78% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.83% | -0.23% | +38.59% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.70% | +0.06% | +4.27% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.66% | -0.13% | +2.31% | |
| 15 | AFL | Aflac Inc | 股票-金融 | 1.56% | -0.15% | +1.91% | |
| 16 | GRMN | Garmin Ltd. | 股票-科技 | 1.52% | -0.19% | +2.64% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.51% | -0.40% | +0.82% | |
| 18 | FMAR | Ft Vest US Equity Buffer ETF | ETF-其他 | 1.48% | — | -15.05% | |
| 19 | CB | Chubb Limited | 股票-金融 | 1.48% | -0.18% | +1.39% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.45% | -0.39% | +12.15% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.45% | — | +2.77% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.44% | -0.20% | +2.11% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.41% | -0.18% | +3.70% | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 1.36% | +0.48% | +1.24% | |
| 25 | UNP | Union Pacific CORP | 股票-工業 | 1.30% | -0.04% | +4.97% | |
| 26 | CMI | Cummins Inc | 股票-工業 | 1.29% | +0.22% | +2.30% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.29% | +0.04% | -27.71% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.24% | -0.14% | +3.88% | |
| 29 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.23% | -0.31% | +2.67% | |
| 30 | HON | Honeywell International Inc | 股票-工業 | 1.20% | -1.41% | EXIT | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.15% | -0.32% | +5.46% | |
| 32 | ✓ | Amphenol CORP New | 股票-其他 | 1.13% | — | — | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.11% | -0.21% | +3.21% | |
| 34 | GD | General Dynamics CORP | 股票-工業 | 1.11% | -0.20% | +3.69% | |
| 35 | GLW | Corning Inc | 股票-科技 | 1.10% | +1.33% | +3.46% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | -0.23% | +3.98% | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.07% | -0.12% | -2.06% | |
| 38 | LHX | L3harris Technologies Inc | 股票-工業 | 1.03% | -0.46% | +3.77% | |
| 39 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.03% | -0.62% | +0.85% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.01% | -0.10% | -0.68% | |
| 41 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.99% | — | +0.49% | |
| 42 | OMC | Omnicom Group | 股票-通訊服務 | 0.95% | -0.15% | +2.32% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.95% | +0.22% | +0.46% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.90% | -0.03% | -0.82% | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.87% | -0.29% | -8.44% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.86% | -0.29% | +3.42% | |
| 47 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.84% | -0.20% | -1.89% | |
| 48 | MDT | Medtronic plc | 股票-醫療保健 | 0.79% | -0.16% | +3.95% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | -0.02% | +1.26% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.74% | -0.40% | +8.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBDQ | Ishares Ibonds Dec 2025 Term | +3.4% | +973.92% | 加碼 |
| 2 | ✓ | Amphenol CORP New | +1.1% | NEW | 新建倉 |
| 3 | BDEC | Innovator U.s. Equity Buffer | +0.7% | NEW | 新建倉 |
| 4 | IWF | Ishares Russell 1000 Growth | +0.6% | +38.59% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.5% | +14.92% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.5% | +4.27% | 加碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | +2.78% | 加碼 |
| 8 | ✓ | +0.3% | NEW | 新建倉 | |
| 9 | GRMN | Garmin Ltd. | +0.2% | +2.64% | 加碼 |
| 10 | ✓ | Atmos Energy CORP | +0.2% | NEW | 新建倉 |
| 11 | WMT | Walmart Inc | +0.2% | +0.96% | 加碼 |
| 12 | AAPL | Apple Inc | +0.2% | -0.65% | 減碼 |
| 13 | HON | Honeywell International Inc | +0.1% | +4.59% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.1% | +5.20% | 加碼 |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +30.35% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.1% | +2.31% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +6.21% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.1% | +13.37% | 加碼 |
| 19 | CMI | Cummins Inc | +0.1% | +2.30% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.26% | 加碼 |
| 21 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +12.15% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | NEW | 新建倉 |
| 23 | GLW | Corning Inc | +0.1% | +3.46% | 加碼 |
| 24 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建倉 |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.92% | 加碼 |
| 26 | PSX | Phillips 66 | -0.1% | EXIT | 清倉 |
| 27 | KOMP | Ss Spdr S&p Kensho Ne Comp | -0.1% | -12.05% | 減碼 |
| 28 | BDX | Becton Dickinson And Co | -0.1% | +0.49% | 加碼 |
| 29 | TMO | Thermo Fisher Scientific Inc | -0.1% | +0.49% | 加碼 |
| 30 | MDT | Medtronic plc | -0.1% | +3.95% | 加碼 |
| 31 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | 清倉 |
| 32 | PEP | Pepsico Inc | -0.1% | +5.46% | 加碼 |
| 33 | GJUN | Ft Vest US Equity Moderate B | -0.1% | -17.74% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.1% | +3.98% | 加碼 |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | -8.44% | 減碼 |
| 36 | LHX | L3harris Technologies Inc | -0.1% | +3.77% | 加碼 |
| 37 | AFL | Aflac Inc | -0.1% | +1.91% | 加碼 |
| 38 | TXN | Texas Instruments Inc | -0.1% | +1.24% | 加碼 |
| 39 | GD | General Dynamics CORP | -0.1% | +3.69% | 加碼 |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.2% | +0.82% | 加碼 |
| 41 | OMC | Omnicom Group | -0.2% | +2.32% | 加碼 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.52% | 減碼 |
| 43 | ATO | Atmos Energy CORP | -0.2% | EXIT | 清倉 |
| 44 | FMAR | Ft Vest US Equity Buffer ETF | -0.3% | -15.05% | 減碼 |
| 45 | DAL | Delta Air Lines Inc | -0.3% | -56.49% | 減碼 |
| 46 | AEP | American Electric Power | -0.3% | EXIT | 清倉 |
| 47 | IBM | Intl Business Machines CORP | -0.5% | -27.71% | 減碼 |
| 48 | PAPR | Innovator U.s. Equity Power | -0.7% | EXIT | 清倉 |
| 49 | APH | Amphenol Corp-cl A | -1% | EXIT | 清倉 |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | -3.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，NovaPoint Capital, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$4.8億，共申報了 127 個公開持股部位。
在 Q4 2024 季度，NovaPoint Capital, LLC 按市值排列的前三大核心持股分別為：BRK-B (5.1%)、VTI (4.3%)、AAPL (4.1%)。其中最大持股部位 BRK-B 佔據整體投資組合約 5.1% 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
AMPHENOL CORP NEW
市值: US$371.3萬
本季最大獲利了結 / 清倉標的
IBDP
前期市值: US$1122.0萬
在 Q4 2024 季度中，NovaPoint Capital, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 29 個部位、減碼 8 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AMPHENOL CORP NEW。 本季清倉部位包含 IBDP。
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。