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: 0001999925
申報總市值
US$8.7億
US$8.7億
369 檔
13.6%
截至 Q4 2024 季度末，Premier Path Wealth Partners, LLC 的美股持倉估值約為 US$8.7億，全數申報部位共有 369 檔。
觀察 Q4 2024 的申報異動，Premier Path Wealth Partners, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 28 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。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, XLK, MSFT）占據了總市值的 13.6%，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 369 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 | 5.39% | +0.15% | +0.98% | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.19% | -0.12% | +1.80% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.37% | -0.23% | +0.02% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.85% | +0.14% | -0.23% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.21% | +0.08% | +2.50% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 1.75% | -0.14% | -1.39% | |
| 7 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.65% | -0.07% | +3.57% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.56% | -0.13% | -5.18% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.54% | -0.12% | +3.63% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.49% | -0.10% | +4.58% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.46% | -0.09% | +2.50% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.33% | -0.16% | -2.42% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | +0.27% | +7.77% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.28% | -0.06% | +6.19% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.28% | -0.19% | -0.10% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.16% | -0.08% | +1.17% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.16% | +0.17% | -1.19% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.14% | -0.08% | +4.53% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.14% | +0.37% | +4.35% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.11% | -0.21% | +1.88% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.09% | +0.13% | +26.69% | |
| 22 | TSLA | Tesla Inc | 股票-循環性消費 | 1.08% | +0.01% | +7.85% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.08% | -0.08% | +4.45% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.07% | +0.12% | +8.04% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.96% | -0.01% | +60.65% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | +0.03% | +0.76% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.86% | +0.09% | +4.16% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.83% | -0.03% | +4.63% | |
| 29 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-其他 | 0.83% | -0.04% | +6.06% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.79% | -0.03% | +6.44% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.78% | -0.07% | +7.10% | |
| 32 | DFAI | Dimensional International Co | ETF-其他 | 0.77% | +0.22% | +4.24% | |
| 33 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 0.72% | +0.17% | +2.30% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.71% | +0.16% | -0.91% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.69% | -0.04% | +2.92% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.62% | +0.04% | +1.16% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.74% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.03% | +1.40% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | — | -2.42% | |
| 40 | BLK | Blackrock Inc | 股票-金融 | 0.53% | -0.06% | — | |
| 41 | OUSM | Alps Oshares US Small-cap Qu | ETF-其他 | 0.52% | +0.05% | +2.50% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | +0.05% | +1.05% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.51% | +0.12% | +2.38% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.49% | +0.05% | -2.14% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.14% | +0.85% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.47% | -0.11% | -5.93% | |
| 47 | NFLX | Netflix Inc | 股票-通訊服務 | 0.47% | -0.20% | -0.90% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.46% | -0.02% | +5.28% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.45% | -0.10% | -8.12% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.43% | +0.16% | -2.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.5% | NEW | 新建倉 |
| 2 | TSLA | Tesla Inc | +0.4% | +7.85% | 加碼 |
| 3 | IWD | Ishares Russell 1000 Value E | +0.3% | +60.65% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.3% | +2.50% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.3% | -1.19% | 減碼 |
| 6 | AAPL | Apple Inc | +0.3% | +0.98% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.77% | 加碼 |
| 8 | ASML | ASML Holding N.V. | +0.2% | NEW | 新建倉 |
| 9 | DEO | Diageo Plc-sponsored Adr | +0.2% | NEW | 新建倉 |
| 10 | NVDA | Nvidia CORP | +0.2% | -0.23% | 減碼 |
| 11 | BF-B | Brown-forman Corp-class B | +0.2% | NEW | 新建倉 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +8.04% | 加碼 |
| 13 | MCHP | Microchip Technology Inc | +0.2% | +683.05% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +46.60% | 加碼 |
| 15 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 16 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +26.69% | 加碼 |
| 17 | ADBE | Adobe Inc | +0.1% | +105.93% | 加碼 |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.25% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +0.76% | 加碼 |
| 20 | NFLX | Netflix Inc | +0.1% | -0.90% | 減碼 |
| 21 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | 新建倉 |
| 22 | WMT | Walmart Inc | +0.1% | +8.98% | 加碼 |
| 23 | XLK | Ss Technology Select Sector | +0.1% | +1.80% | 加碼 |
| 24 | V | Visa Inc-class A Shares | +0.1% | +1.05% | 加碼 |
| 25 | BA | Boeing Co/the | +0.1% | +9.58% | 加碼 |
| 26 | GILD | Gilead Sciences Inc | +0.1% | +89.24% | 加碼 |
| 27 | XLY | Ss Consumer Disc Select Sect | 0% | -5.18% | 減碼 |
| 28 | JNJ | Johnson & Johnson | 0% | +34.36% | 加碼 |
| 29 | XLF | Ss Financial Select Sector | 0% | -1.39% | 減碼 |
| 30 | ELV | Elevance Health Inc | -0.1% | -47.56% | 減碼 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -13.65% | 減碼 |
| 32 | AMAT | Applied Materials Inc | -0.1% | -14.18% | 減碼 |
| 33 | AMD | Advanced Micro Devices | -0.1% | -15.35% | 減碼 |
| 34 | UNH | Unitedhealth Group Inc | -0.1% | -2.36% | 減碼 |
| 35 | CVS | Cvs Health CORP | -0.1% | -3.71% | 減碼 |
| 36 | CMCSA | Comcast Corp-class A | -0.1% | -8.94% | 減碼 |
| 37 | REGN | Regeneron Pharmaceuticals | -0.1% | EXIT | 清倉 |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -64.20% | 減碼 |
| 39 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | +4.35% | 加碼 |
| 40 | IQDG | Wisdomtree Intl Qlty Dvd Grw | -0.1% | +2.30% | 加碼 |
| 41 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 42 | WFC | Wells Fargo & Co | -0.1% | -47.39% | 減碼 |
| 43 | LLY | Eli Lilly & Co | -0.2% | -0.91% | 減碼 |
| 44 | XLV | Ss Health Care Select Sector | -0.2% | +4.58% | 加碼 |
| 45 | EMR | Emerson Electric Co | -0.2% | -64.67% | 減碼 |
| 46 | NOW | Servicenow Inc | -0.2% | -46.34% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.2% | +0.02% | 加碼 |
| 48 | JWNUSD | Nordstrom Inc | -0.2% | EXIT | 清倉 |
| 49 | SPG | Simon Property Group Inc | -0.2% | -68.34% | 減碼 |
| 50 | INTC | Intel CORP | -0.2% | -81.18% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Premier Path Wealth Partners, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$8.7億，共申報了 369 個公開持股部位。
在 Q4 2024 季度，Premier Path Wealth Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (5.4%)、XLK (4.2%)、MSFT (3.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.4% 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
BLK
市值: US$345.9萬
本季最大獲利了結 / 清倉標的
JWNUSD
前期市值: US$122.3萬
在 Q4 2024 季度中，Premier Path Wealth Partners, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 22 個部位、減碼 19 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 JWNUSD。
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。