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: 0001743413
申報總市值
US$20.3億
US$20.3億
334 檔
16.3%
Q4 2024 季度申報顯示，Principle Wealth Partners LLC 揭露的美股組合總市值為 US$20.3億，涵蓋 334 個不同之權益投資部位。
在 Q4 2024，Principle Wealth Partners LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 34 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Principle Wealth Partners LLC 的前 5 大持股（包含 AAPL, JPM, XLG）貢獻了組合市值的 16.3%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 334 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 | 6.51% | -0.15% | +0.20% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.92% | -0.23% | -0.15% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 3.83% | -0.12% | +11.44% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.47% | +0.04% | -0.78% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.43% | -0.15% | -1.38% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.36% | -0.18% | +221.59% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.28% | -0.33% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.32% | -0.02% | -3.58% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.24% | — | +7.08% | |
| 10 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 1.94% | -0.18% | -6.48% | |
| 11 | SMOT | Vaneck Morningstar Smid Moat | ETF-其他 | 1.89% | — | +0.55% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.73% | — | -0.71% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | -0.01% | -5.07% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.38% | -0.29% | -0.25% | |
| 15 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 1.34% | +0.64% | +0.05% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.28% | +0.09% | +1.73% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.20% | +0.13% | +0.30% | |
| 18 | FMHI | First Trust Municipal High I | ETF-其他 | 1.16% | -0.08% | -2.86% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.13% | -0.17% | -1.11% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.13% | -0.09% | -3.93% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.08% | -0.08% | -0.55% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.05% | +0.78% | +1.99% | |
| 23 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.04% | +0.08% | -2.79% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 1.00% | -0.26% | -0.54% | |
| 25 | CGGO | Cap Group Global Growth | ETF-其他 | 0.91% | +0.01% | NEW | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | — | -0.39% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | -0.07% | -1.11% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.01% | -0.70% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.85% | -0.01% | +4.54% | |
| 30 | AMGN | Amgen Inc | 股票-醫療保健 | 0.84% | -0.07% | -10.97% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.80% | +0.25% | -0.42% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.77% | +0.13% | -2.12% | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.76% | +0.02% | -2.59% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.75% | +0.04% | -0.44% | |
| 35 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.73% | -0.02% | +13.70% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.08% | -0.01% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.70% | -0.07% | -5.66% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.65% | +0.01% | -3.34% | |
| 39 | SO | Southern Co/the | 股票-公用事業 | 0.59% | -0.07% | +3.86% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.59% | -0.04% | +1.72% | |
| 41 | OFLX | Omega Flex Inc | 股票-其他 | 0.57% | -0.04% | — | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 0.55% | +0.22% | -2.49% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.30% | -0.12% | |
| 44 | TSLA | Tesla Inc | 股票-循環性消費 | 0.51% | -0.04% | -9.67% | |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.51% | -0.03% | -0.11% | |
| 46 | GD | General Dynamics CORP | 股票-工業 | 0.51% | -0.07% | -0.83% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.50% | -0.04% | -0.38% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.48% | — | +4.56% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | +0.04% | -0.18% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.45% | -0.11% | +1.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.7% | -0.15% | 減碼 |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | +0.5% | +11.44% | 加碼 |
| 3 | AAPL | Apple Inc | +0.4% | +0.20% | 加碼 |
| 4 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 5 | AMZN | Amazon.com Inc | +0.3% | -3.58% | 減碼 |
| 6 | VUG | Vanguard Growth ETF | +0.2% | -0.78% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1.73% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.30% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.1% | -9.67% | 減碼 |
| 10 | ASML | ASML Holding N.V. | +0.1% | NEW | 新建倉 |
| 11 | DVY | Ishares Select Dividend ETF | +0.1% | +48.38% | 加碼 |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +221.59% | 加碼 |
| 13 | D | Dominion Energy Inc | +0.1% | +268.05% | 加碼 |
| 14 | V | Visa Inc-class A Shares | +0.1% | -0.70% | 減碼 |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +7.08% | 加碼 |
| 16 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +13.70% | 加碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | -2.59% | 減碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.42% | 減碼 |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +0.05% | 加碼 |
| 20 | NVDA | Nvidia CORP | +0.1% | -5.07% | 減碼 |
| 21 | NFLX | Netflix Inc | +0.1% | — | 不變 |
| 22 | IGV | Ishares Expanded Tech-softwa | 0% | -3.34% | 減碼 |
| 23 | AMD | Advanced Micro Devices | -0.1% | -56.72% | 減碼 |
| 24 | ADBE | Adobe Inc | -0.1% | -31.09% | 減碼 |
| 25 | XOM | Exxon Mobil CORP | -0.1% | -0.12% | 減碼 |
| 26 | QCOM | Qualcomm Inc | -0.1% | -1.87% | 減碼 |
| 27 | LLY | Eli Lilly & Co | -0.1% | -0.52% | 減碼 |
| 28 | RTX | Rtx CORP | -0.1% | -0.54% | 減碼 |
| 29 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -3.93% | 減碼 |
| 30 | HD | Home Depot Inc | -0.1% | -0.55% | 減碼 |
| 31 | CI | THE Cigna Group | -0.1% | +0.06% | 加碼 |
| 32 | KO | Coca-cola Co/the | -0.1% | -1.25% | 減碼 |
| 33 | FMHI | First Trust Municipal High I | -0.1% | -2.86% | 減碼 |
| 34 | ORCL | Oracle CORP | -0.1% | -5.66% | 減碼 |
| 35 | CAT | Caterpillar Inc | -0.1% | -2.49% | 減碼 |
| 36 | GD | General Dynamics CORP | -0.1% | -0.83% | 減碼 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -0.38% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.1% | -8.02% | 減碼 |
| 39 | SCHY | Schwab International Dvd ETF | -0.1% | -15.53% | 減碼 |
| 40 | MCD | Mcdonald's CORP | -0.1% | -0.25% | 減碼 |
| 41 | CGGO | Cap Group Global Growth | -0.1% | -5.71% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.1% | -0.33% | 減碼 |
| 43 | OFLX | Omega Flex Inc | -0.1% | — | 不變 |
| 44 | INTC | Intel CORP | -0.1% | -75.05% | 減碼 |
| 45 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.38% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.2% | -1.11% | 減碼 |
| 47 | DOW | Dow Inc | -0.2% | -41.23% | 減碼 |
| 48 | SMTH | Alps Smth Cor Bd Plus ETF | -0.2% | -6.48% | 減碼 |
| 49 | AMGN | Amgen Inc | -0.3% | -10.97% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Principle Wealth Partners LLC 在 Q4 2024 季度的美股持倉總市值約為 US$20.3億，共申報了 334 個公開持股部位。
在 Q4 2024 季度，Principle Wealth Partners LLC 按市值排列的前三大核心持股分別為：AAPL (6.5%)、JPM (5.9%)、XLG (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.5% 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$586.8萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$554.9萬
在 Q4 2024 季度中，Principle Wealth Partners LLC 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 11 個部位、減碼 34 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。