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: 0001697274
申報總市值
US$5.0億
US$5.0億
656 檔
14.5%
Q4 2024 季度申報顯示，Nvwm, LLC 揭露的美股組合總市值為 US$5.0億，涵蓋 656 個不同之權益投資部位。
在 Q4 2024，Nvwm, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 99 個部位並完全清倉 14 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, AMZN, MSFT）占據了總市值的 14.5%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 656 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 | AAPL | Apple Inc | 股票-科技 | 4.43% | +0.12% | -0.44% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.06% | +0.11% | -1.28% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | -0.23% | +0.60% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.87% | +0.74% | -0.34% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | +0.13% | -6.94% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.19% | -0.05% | -12.51% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.88% | -0.15% | -1.45% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.78% | -0.47% | -5.73% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.64% | -0.45% | +8.13% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.57% | -0.05% | +0.03% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.56% | -0.86% | +5.40% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.41% | -0.08% | -6.94% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.40% | -0.58% | EXIT | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.36% | — | +335.84% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.28% | -0.35% | -11.58% | |
| 16 | ANET | Arista Networks Inc | 股票-科技 | 1.24% | +0.01% | — | |
| 17 | AXP | American Express Co | 股票-金融 | 1.13% | +0.03% | -16.15% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.03% | -3.75% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | -0.08% | -1.26% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.10% | — | +17.54% | |
| 21 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.10% | -0.09% | -0.02% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | -0.22% | -0.01% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.04% | +0.07% | -15.87% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | — | -2.56% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.98% | — | -12.30% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.97% | -0.02% | +0.84% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.96% | +0.12% | -0.95% | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.94% | +0.68% | +96.96% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.87% | -0.01% | -3.11% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.87% | -0.06% | +6.16% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.81% | +0.13% | -8.73% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | +0.10% | +50.12% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | +0.01% | -1.60% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | -0.15% | -0.99% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.72% | -0.18% | -1.37% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.71% | -0.15% | -2.45% | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.67% | +0.02% | -0.67% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | +0.84% | -5.17% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.66% | +0.62% | -6.59% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.66% | -0.12% | +4.63% | |
| 41 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.63% | -0.06% | +104.08% | |
| 42 | DELL | Dell Technologies -c | 股票-科技 | 0.60% | +0.43% | +1.59% | |
| 43 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.59% | -0.05% | +57.45% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | -0.02% | +1.22% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | +0.02% | -2.75% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | -0.01% | -2.46% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.52% | — | EXIT | |
| 48 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.52% | — | +0.89% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.52% | -0.36% | -2.66% | |
| 50 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.49% | -0.14% | +0.53% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.2% | NEW | 新建倉 |
| 2 | AGG | Ishares Core U.s. Aggregate | +1% | +335.84% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.5% | -1.28% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.34% | 減碼 |
| 5 | CRM | Salesforce Inc | +0.3% | +131.73% | 加碼 |
| 6 | FISV | Fiserv Inc | +0.3% | +44991.67% | 加碼 |
| 7 | FOUR | Shift4 Payments Inc-class A | +0.3% | NEW | 新建倉 |
| 8 | FDLO | Fidelity Low Volat Fact ETF | +0.3% | NEW | 新建倉 |
| 9 | AVGO | Broadcom Inc | +0.3% | -6.94% | 減碼 |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +25616.67% | 加碼 |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | NEW | 新建倉 |
| 12 | DT | Dynatrace Inc | +0.3% | NEW | 新建倉 |
| 13 | MSCI | Msci Inc | +0.3% | +3581.25% | 加碼 |
| 14 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 15 | AAPL | Apple Inc | +0.3% | -0.44% | 減碼 |
| 16 | ZTS | Zoetis Inc | +0.3% | +104.08% | 加碼 |
| 17 | TSLA | Tesla Inc | +0.3% | -12.30% | 減碼 |
| 18 | IWM | Ishares Russell 2000 ETF | +0.3% | +50.12% | 加碼 |
| 19 | CEG | Constellation Energy | +0.3% | +1581.05% | 加碼 |
| 20 | CCJ | Cameco CORP | +0.2% | NEW | 新建倉 |
| 21 | AMLP | Alerian Mlp ETF | +0.2% | +57.45% | 加碼 |
| 22 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | NEW | 新建倉 |
| 23 | HOOD | Robinhood Markets Inc - A | +0.2% | +26794.12% | 加碼 |
| 24 | IYT | Ishares US Transportation Et | +0.2% | NEW | 新建倉 |
| 25 | MSTR | Strategy Inc | +0.2% | +4828.85% | 加碼 |
| 26 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +17.54% | 加碼 |
| 27 | COIN | Coinbase Global Inc -class A | +0.2% | +2687.78% | 加碼 |
| 28 | PSTL | Postal Realty Trust Inc- A | +0.2% | NEW | 新建倉 |
| 29 | NFLX | Netflix Inc | +0.1% | -11.58% | 減碼 |
| 30 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +8.13% | 加碼 |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | NEW | 新建倉 |
| 32 | HGER | Harbor Commodity All Weather | +0.1% | NEW | 新建倉 |
| 33 | V | Visa Inc-class A Shares | +0.1% | -3.75% | 減碼 |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | -2.56% | 減碼 |
| 35 | WFC | Wells Fargo & Co | +0.1% | -2.46% | 減碼 |
| 36 | DIS | Walt Disney Co/the | +0.1% | -1.37% | 減碼 |
| 37 | SHOP | Shopify Inc - Class A | +0.1% | -6.56% | 減碼 |
| 38 | DDOG | Datadog Inc - Class A | +0.1% | +2.50% | 加碼 |
| 39 | NVDA | Nvidia CORP | +0.1% | -6.94% | 減碼 |
| 40 | GLD | Spdr Gold Shares | +0.1% | +5.40% | 加碼 |
| 41 | MS | Morgan Stanley | +0.1% | -2.93% | 減碼 |
| 42 | AWK | American Water Works Co Inc | +0.1% | +35.98% | 加碼 |
| 43 | SPOT | Spotify Technology S.A. | +0.1% | -0.52% | 減碼 |
| 44 | WMT | Walmart Inc | +0.1% | -2.45% | 減碼 |
| 45 | NOW | Servicenow Inc | +0.1% | -0.07% | 減碼 |
| 46 | VHT | Vanguard Health Care ETF | +0.1% | +279.64% | 加碼 |
| 47 | SNPS | Synopsys Inc | 0% | +19.95% | 加碼 |
| 48 | CDNS | Cadence Design Sys Inc | 0% | +3.43% | 加碼 |
| 49 | MRVL | Marvell Technology Inc | 0% | -26.26% | 減碼 |
| 50 | SMH | Vaneck Semiconductor ETF | 0% | +39.37% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Nvwm, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$5.0億，共申報了 656 個公開持股部位。
在 Q4 2024 季度，Nvwm, LLC 按市值排列的前三大核心持股分別為：AAPL (4.4%)、AMZN (4.1%)、MSFT (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.4% 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
ANET
市值: US$493.2萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$440.9萬
在 Q4 2024 季度中，Nvwm, LLC 共進行了 196 項持倉異動，包含新建倉 14 個部位、加碼 69 個部位、減碼 99 個部位以及清倉 14 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。