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: 0001801263
申報總市值
US$18.0億
US$18.0億
236 檔
21.2%
在 Q3 2024 的 13F 官方備案中，Parcion Private Wealth LLC 管理的美股投資組合規模來到 US$18.0億，整體持股檔數為 236 檔。
Parcion Private Wealth LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 49 檔股票的新建倉與 91 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，Parcion Private Wealth LLC 的前 5 大核心持股（包含 VIGI, DFEM, MDYG 等）合計佔整體申報市值的 21.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 236 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 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 8.66% | -0.01% | +2.63% | |
| 2 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 6.13% | +0.14% | +6.79% | |
| 3 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 6.02% | — | +30.81% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 5.54% | — | +13.22% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 5.46% | -0.14% | +4.32% | |
| 6 | COIN | Coinbase Global Inc -class A | 股票-金融 | 4.13% | -0.54% | -6.12% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.85% | +0.33% | +0.94% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.55% | +0.09% | -0.74% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.11% | +10.91% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.29% | +0.13% | +24.12% | |
| 11 | PCAR | Paccar Inc | 股票-工業 | 2.18% | -0.13% | -0.36% | |
| 12 | PZA | Invesco National Amt-free Mu | ETF-其他 | 1.66% | -0.01% | +23.05% | |
| 13 | FSMD | Fidelity Small-mid Multifact | ETF-其他 | 1.62% | — | — | |
| 14 | WY | Weyerhaeuser Co | 股票-房地產 | 1.60% | -0.10% | -0.00% | |
| 15 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.49% | -0.46% | -3.52% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.42% | -0.82% | +6.04% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.35% | +0.08% | +1219.69% | |
| 18 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 1.21% | -0.09% | +0.17% | |
| 19 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.18% | — | — | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.01% | — | -0.78% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.98% | +0.10% | -0.52% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.93% | -0.04% | +0.63% | |
| 23 | LPX | Louisiana-pacific CORP | 股票-工業 | 0.91% | -0.01% | — | |
| 24 | KLAC | Kla CORP | 股票-科技 | 0.88% | +0.75% | +10.61% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 0.75% | -0.01% | +5.27% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.73% | +0.01% | +9.47% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | +0.01% | +5.23% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | -0.05% | +9.08% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.66% | -0.02% | +8.40% | |
| 30 | MCHP | Microchip Technology Inc | 股票-科技 | 0.66% | — | +15.34% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.66% | -0.04% | +6.93% | |
| 32 | BLKCHF | Blackrock Inc | 股票-其他 | 0.65% | — | +6.78% | |
| 33 | RMD | Resmed Inc | 股票-醫療保健 | 0.65% | -0.10% | +3.83% | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.64% | +0.12% | +21.47% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.18% | +14.97% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.63% | -0.08% | +9.44% | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.61% | -0.03% | +5.49% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.55% | +0.01% | +6.77% | |
| 39 | CRH | CRH plc | 股票-原物料 | 0.55% | -0.03% | — | |
| 40 | GRMN | Garmin Ltd. | 股票-科技 | 0.55% | -0.04% | +1.00% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.53% | +0.01% | +14.38% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | -0.09% | +10.39% | |
| 43 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.51% | -0.08% | +2.50% | |
| 44 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.51% | -0.03% | -18.91% | |
| 45 | TFC | Truist Financial CORP | 股票-金融 | 0.50% | — | +4.63% | |
| 46 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 0.49% | -0.12% | — | |
| 47 | TPG | Tpg Inc | 股票-金融 | 0.48% | — | +7.84% | |
| 48 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.47% | -0.05% | +6.66% | |
| 49 | EQIX | Equinix Inc | 股票-房地產 | 0.47% | -0.01% | +9.70% | |
| 50 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 0.43% | -0.05% | +13.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FSMD | Fidelity Small-mid Multifact | +1.6% | NEW | 新建倉 |
| 2 | KRE | Ss Spdr S&p Regional Bank | +1.2% | NEW | 新建倉 |
| 3 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +1.2% | +30.81% | 加碼 |
| 4 | ALSN | Allison Transmission Holding | +0.5% | NEW | 新建倉 |
| 5 | JIRE | Jpmorgan Int Res Enh Eqty | +0.4% | +13.22% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.3% | +1219.69% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.2% | +24.12% | 加碼 |
| 8 | PZA | Invesco National Amt-free Mu | +0.2% | +23.05% | 加碼 |
| 9 | ETN | Eaton Corporation plc | +0.2% | +784.65% | 加碼 |
| 10 | CAT | Caterpillar Inc | +0.2% | +21.47% | 加碼 |
| 11 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +6.79% | 加碼 |
| 12 | LPX | Louisiana-pacific CORP | +0.1% | — | 不變 |
| 13 | WY | Weyerhaeuser Co | +0.1% | -0.00% | 減碼 |
| 14 | OKE | Oneok Inc | +0.1% | NEW | 新建倉 |
| 15 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +2.63% | 加碼 |
| 16 | TPG | Tpg Inc | +0.1% | +7.84% | 加碼 |
| 17 | WMB | Williams Cos Inc | +0.1% | NEW | 新建倉 |
| 18 | ARES | Ares Management CORP - A | +0.1% | NEW | 新建倉 |
| 19 | BX | Blackstone Inc | +0.1% | +438.36% | 加碼 |
| 20 | GLDM | Spdr Gold Minishares Trust | +0.1% | +6.04% | 加碼 |
| 21 | RMD | Resmed Inc | +0.1% | +3.83% | 加碼 |
| 22 | BLKCHF | Blackrock Inc | +0.1% | +6.78% | 加碼 |
| 23 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建倉 |
| 24 | MDT | Medtronic plc | +0.1% | +9.47% | 加碼 |
| 25 | ACN | Accenture plc | +0.1% | +14.38% | 加碼 |
| 26 | MCD | Mcdonald's CORP | +0.1% | +10.39% | 加碼 |
| 27 | AVUV | Avantis US Small Cap Value | +0.1% | +4.32% | 加碼 |
| 28 | ORCL | Oracle CORP | +0.1% | +0.63% | 加碼 |
| 29 | HD | Home Depot Inc | +0.1% | +6.77% | 加碼 |
| 30 | EQIX | Equinix Inc | +0.1% | +9.70% | 加碼 |
| 31 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +37.99% | 加碼 |
| 32 | LMT | Lockheed Martin CORP | +0.1% | +96.62% | 加碼 |
| 33 | KO | Coca-cola Co/the | +0.1% | +8.40% | 加碼 |
| 34 | CRH | CRH plc | +0.1% | — | 不變 |
| 35 | ABT | Abbott Laboratories | +0.1% | +9.44% | 加碼 |
| 36 | CME | Cme Group Inc | +0.1% | NEW | 新建倉 |
| 37 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 38 | DHR | Danaher CORP | +0.1% | +5.27% | 加碼 |
| 39 | IPG | Interpublic Group Of Cos Inc | +0.1% | +14.53% | 加碼 |
| 40 | KR | Kroger Co | +0.1% | +7.66% | 加碼 |
| 41 | ABBV | Abbvie Inc | +0.1% | +22.81% | 加碼 |
| 42 | DELL | Dell Technologies -c | +0.1% | +238.16% | 加碼 |
| 43 | WSO | Watsco Inc | +0.1% | NEW | 新建倉 |
| 44 | SSNC | Ss&c Technologies Holdings | 0% | +4.39% | 加碼 |
| 45 | CMI | Cummins Inc | 0% | +4.33% | 加碼 |
| 46 | IBM | Intl Business Machines CORP | 0% | +15.59% | 加碼 |
| 47 | SDY | Ss Spdr S&p Dividend ETF | 0% | +114.96% | 加碼 |
| 48 | KMI | Kinder Morgan, Inc. | 0% | NEW | 新建倉 |
| 49 | KKR | Kkr & Co Inc | 0% | NEW | 新建倉 |
| 50 | ANETEUR | Arista Networks Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Parcion Private Wealth LLC 在 Q3 2024 季度的美股持倉總市值約為 US$18.0億，共申報了 236 個公開持股部位。
在 Q3 2024 季度，Parcion Private Wealth LLC 按市值排列的前三大核心持股分別為：VIGI (8.7%)、DFEM (6.1%)、MDYG (6.0%)。其中最大持股部位 VIGI 佔據整體投資組合約 8.7% 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
FSMD
市值: US$1941.9萬
本季最大獲利了結 / 清倉標的
FXI
前期市值: US$2810.2萬
在 Q3 2024 季度中，Parcion Private Wealth LLC 共進行了 182 項持倉異動，包含新建倉 49 個部位、加碼 91 個部位、減碼 34 個部位以及清倉 8 個部位。 其中最大新建倉標的為 FSMD。 本季清倉部位包含 FXI。
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。