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: 0001356202
申報總市值
US$2.3億
US$2.3億
99 檔
24.0%
Q4 2024 季度申報顯示，Point Windward Advisors Inc. 揭露的美股組合總市值為 US$2.3億，涵蓋 99 個不同之權益投資部位。
Point Windward Advisors Inc. 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 20 檔持股的同時，亦同步清倉 4 檔並減碼 21 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AMZN, GOOGL, AAPL）占據了總市值的 24.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.83% | -0.07% | -4.11% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.40% | +0.18% | -2.28% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.78% | -0.05% | -2.13% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.68% | -0.33% | -4.14% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.59% | +0.02% | -2.62% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | -0.22% | +1.16% | |
| 7 | UBER | Uber Technologies Inc | 股票-工業 | 2.43% | -0.23% | +1.53% | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 2.20% | +1.64% | +0.37% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 2.15% | +0.06% | +0.38% | |
| 10 | EXPE | Expedia Group Inc | 股票-循環性消費 | 2.13% | -0.07% | -2.89% | |
| 11 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.07% | -0.17% | -1.33% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.99% | -0.30% | -2.40% | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 1.95% | -0.58% | EXIT | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.92% | -0.18% | +2.12% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.84% | +0.05% | +0.79% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 1.81% | -0.59% | -3.35% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 1.81% | -0.22% | -1.83% | |
| 18 | FSLR | First Solar Inc | 股票-科技 | 1.79% | -0.25% | +2.58% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | — | -1.94% | |
| 20 | GTLS | Chart Industries Inc | 股票-工業 | 1.68% | — | +2.40% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.68% | -0.12% | +6.00% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.66% | -0.30% | +5.06% | |
| 23 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.55% | -0.31% | -3.09% | |
| 24 | BX | Blackstone Inc | 股票-金融 | 1.55% | -0.16% | -4.29% | |
| 25 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 1.53% | -0.75% | +3.78% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.44% | -0.32% | +5.50% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 1.42% | — | -1.94% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.38% | +0.11% | -1.04% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | -0.10% | -21.62% | |
| 30 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.20% | -0.11% | -0.74% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 1.20% | -0.24% | -3.12% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.16% | +0.59% | +4.19% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.14% | -0.09% | +0.45% | |
| 34 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.14% | -0.20% | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.08% | -0.11% | +0.30% | |
| 36 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.05% | +0.09% | +1.60% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | -0.12% | -6.72% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 1.01% | -0.10% | -9.31% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工業 | 0.98% | +0.16% | +9.15% | |
| 40 | EXK | Exact Sciences CORP | 股票-原物料 | 0.98% | — | -19.69% | |
| 41 | VICI | Vici Properties Inc | 股票-房地產 | 0.97% | -0.16% | -4.74% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.92% | -0.02% | +5.47% | |
| 43 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.91% | — | +0.56% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.89% | -0.02% | +0.77% | |
| 45 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.85% | — | +0.93% | |
| 46 | AMT | American Tower CORP | 股票-房地產 | 0.84% | — | +8.21% | |
| 47 | PFE | Pfizer Inc | 股票-醫療保健 | 0.81% | -0.23% | -24.59% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | -0.14% | -3.84% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.77% | -0.11% | -0.70% | |
| 50 | FDX | Fedex CORP | 股票-工業 | 0.74% | -0.21% | -0.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ULTA | Ulta Beauty Inc | +1.1% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.8% | -2.62% | 減碼 |
| 3 | ALB | Albemarle CORP | +0.7% | NEW | 新建倉 |
| 4 | TOL | Toll Brothers Inc | +0.7% | NEW | 新建倉 |
| 5 | GTLS | Chart Industries Inc | +0.6% | +2.40% | 加碼 |
| 6 | O | Realty Income CORP | +0.6% | NEW | 新建倉 |
| 7 | AMZN | Amazon.com Inc | +0.5% | -4.11% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.28% | 減碼 |
| 9 | EXPE | Expedia Group Inc | +0.4% | -2.89% | 減碼 |
| 10 | ILMN | Illumina Inc | +0.3% | +86.37% | 加碼 |
| 11 | NFLX | Netflix Inc | +0.3% | -3.35% | 減碼 |
| 12 | CRM | Salesforce Inc | +0.3% | -1.83% | 減碼 |
| 13 | AMD | Advanced Micro Devices | +0.3% | +320.23% | 加碼 |
| 14 | DIS | Walt Disney Co/the | +0.2% | -1.33% | 減碼 |
| 15 | MU | Micron Technology Inc | +0.2% | NEW | 新建倉 |
| 16 | V | Visa Inc-class A Shares | +0.2% | -1.94% | 減碼 |
| 17 | TTWO | Take-two Interactive Softwre | +0.2% | +1.60% | 加碼 |
| 18 | BA | Boeing Co/the | +0.2% | +5.47% | 加碼 |
| 19 | AAPL | Apple Inc | +0.1% | -2.13% | 減碼 |
| 20 | BX | Blackstone Inc | +0.1% | -4.29% | 減碼 |
| 21 | WDAY | Workday Inc-class A | +0.1% | +13.27% | 加碼 |
| 22 | XLY | Ss Consumer Disc Select Sect | +0.1% | +0.77% | 加碼 |
| 23 | PYPL | Paypal Holdings Inc | +0.1% | -0.74% | 減碼 |
| 24 | WMT | Walmart Inc | +0.1% | -3.12% | 減碼 |
| 25 | DLR | Digital Realty Trust Inc | +0.1% | -3.09% | 減碼 |
| 26 | TSLA | Tesla Inc | -0.1% | EXIT | 清倉 |
| 27 | TGT | Target CORP | -0.1% | EXIT | 清倉 |
| 28 | COTY | Coty Inc-cl A | -0.1% | EXIT | 清倉 |
| 29 | CAT | Caterpillar Inc | -0.1% | -10.59% | 減碼 |
| 30 | MDT | Medtronic plc | -0.1% | +5.50% | 加碼 |
| 31 | WYNN | Wynn Resorts LTD | -0.1% | -56.52% | 減碼 |
| 32 | MRK | Merck & Co. Inc. | -0.2% | +6.00% | 加碼 |
| 33 | AMT | American Tower CORP | -0.2% | +8.21% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | -0.2% | -21.62% | 減碼 |
| 35 | QCOM | Qualcomm Inc | -0.2% | +1.75% | 加碼 |
| 36 | KO | Coca-cola Co/the | -0.2% | +0.45% | 加碼 |
| 37 | FCX | Freeport-mcmoran Inc | -0.2% | +3.16% | 加碼 |
| 38 | ALGN | Align Technology Inc | -0.2% | +0.56% | 加碼 |
| 39 | VICI | Vici Properties Inc | -0.2% | -4.74% | 減碼 |
| 40 | NEE | Nextera Energy Inc | -0.2% | +5.06% | 加碼 |
| 41 | ABBV | Abbvie Inc | -0.2% | +0.79% | 加碼 |
| 42 | JNJ | Johnson & Johnson | -0.2% | -6.72% | 減碼 |
| 43 | GEHC | GE Healthcare Technology | -0.3% | +3.78% | 加碼 |
| 44 | PFE | Pfizer Inc | -0.4% | -24.59% | 減碼 |
| 45 | EXK | Exact Sciences CORP | -0.5% | -19.69% | 減碼 |
| 46 | AMAT | Applied Materials Inc | -0.6% | +0.37% | 加碼 |
| 47 | UBER | Uber Technologies Inc | -0.6% | +1.53% | 加碼 |
| 48 | KHC | Kraft Heinz Co/the | -0.7% | -62.23% | 減碼 |
| 49 | FSLR | First Solar Inc | -0.7% | +2.58% | 加碼 |
| 50 | NKE | Nike Inc -cl B | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Point Windward Advisors Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$2.3億，共申報了 99 個公開持股部位。
在 Q4 2024 季度，Point Windward Advisors Inc. 按市值排列的前三大核心持股分別為：AMZN (4.8%)、GOOGL (4.4%)、AAPL (3.8%)。其中最大持股部位 AMZN 佔據整體投資組合約 4.8% 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
ULTA
市值: US$303.9萬
本季最大獲利了結 / 清倉標的
NKE
前期市值: US$339.2萬
在 Q4 2024 季度中，Point Windward Advisors Inc. 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 20 個部位、減碼 21 個部位以及清倉 4 個部位。 其中最大新建倉標的為 ULTA。 本季清倉部位包含 NKE。
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。