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: 0001335851
申報總市值
US$14.0億
US$14.0億
164 檔
36.5%
在 Q2 2024 申報期間，Private Wealth Partners, LLC（CIK: 0001335851）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$14.0億，共持有 164 個公開申報部位。
在 Q2 2024，Private Wealth Partners, LLC 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 25 檔、減碼 22 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
在資產配置集中度方面，Private Wealth Partners, LLC 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 36.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 9.37% | +0.01% | -4.70% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.76% | -0.75% | -4.83% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 8.73% | +0.77% | +1085.37% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.81% | +0.58% | -0.25% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.28% | +0.08% | -0.30% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.83% | +0.07% | -3.21% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.41% | -0.15% | -2.96% | |
| 8 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.13% | -0.11% | -0.31% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.12% | -0.39% | -9.40% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.68% | +0.33% | -10.89% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.55% | +0.38% | +1.19% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.44% | -0.77% | +3.84% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.21% | -0.68% | +1.24% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.18% | +0.10% | -2.17% | |
| 15 | MCK | Mckesson CORP | 股票-醫療保健 | 2.14% | -0.58% | -0.30% | |
| 16 | ADBE | Adobe Inc | 股票-科技 | 1.92% | -0.30% | -19.98% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.86% | +0.07% | -1.39% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.85% | -0.18% | -3.88% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.69% | +0.28% | -0.14% | |
| 20 | HON | Honeywell International Inc | 股票-工業 | 1.52% | -2.38% | EXIT | |
| 21 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.33% | -0.39% | +0.25% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.33% | +2.42% | +0.12% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +0.21% | -0.05% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.09% | -0.17% | -0.82% | |
| 25 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.00% | -0.39% | EXIT | |
| 26 | KKR | Kkr & Co Inc | 股票-金融 | 0.94% | +0.05% | -0.71% | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 0.86% | -0.25% | -2.01% | |
| 28 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.83% | -0.03% | +2.83% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | -0.14% | -1.65% | |
| 30 | CZR | Caesars Entertainment Inc | 股票-循環性消費 | 0.81% | — | +1783.48% | |
| 31 | SYK | Stryker CORP | 股票-醫療保健 | 0.81% | -0.13% | +0.02% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.67% | -0.16% | +151.10% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.49% | +0.01% | NEW | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 0.48% | -0.02% | +0.46% | |
| 35 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.44% | -0.09% | +11.06% | |
| 36 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.43% | -0.06% | -1.25% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.43% | +0.12% | +12.74% | |
| 38 | FTNT | Fortinet Inc | 股票-科技 | 0.40% | +0.42% | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.40% | -0.02% | -0.08% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.37% | +0.01% | -5.88% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.32% | +0.06% | +7.02% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.31% | +0.02% | +0.01% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.31% | — | -5.41% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.30% | +0.05% | +14.95% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.29% | -0.05% | -2.87% | |
| 46 | SPGI | S&p Global Inc | 股票-金融 | 0.28% | -0.10% | +1.15% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.27% | -0.05% | +32.81% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.27% | -0.07% | +5.09% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.25% | -0.05% | +0.02% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.24% | -0.13% | +28.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.9% | +1085.37% | 加碼 |
| 2 | CZR | Caesars Entertainment Inc | +0.8% | +1783.48% | 加碼 |
| 3 | AAPL | Apple Inc | +0.7% | -4.70% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.25% | 減碼 |
| 5 | DIS | Walt Disney Co/the | +0.3% | +151.10% | 加碼 |
| 6 | COST | Costco Wholesale CORP | +0.2% | +1.24% | 加碼 |
| 7 | QCOM | Qualcomm Inc | +0.1% | -0.14% | 減碼 |
| 8 | JTEK | Jpmorgan US Tech Leaders | +0.1% | +125.07% | 加碼 |
| 9 | SHOP | Shopify Inc - Class A | +0.1% | NEW | 新建倉 |
| 10 | HON | Honeywell International Inc | +0.1% | +9.26% | 加碼 |
| 11 | BSX | Boston Scientific CORP | +0.1% | +0.25% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.1% | +14.95% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.1% | +28.69% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +32.81% | 加碼 |
| 15 | GSST | Goldman Sachs Ultra Short Bo | +0.1% | +60.80% | 加碼 |
| 16 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +71.93% | 加碼 |
| 17 | GSEW | Goldman Sachs Eql Wght Large | +0.1% | +191.30% | 加碼 |
| 18 | KMI | Kinder Morgan, Inc. | 0% | +11.06% | 加碼 |
| 19 | OXY | Occidental Petroleum CORP | 0% | +33.39% | 加碼 |
| 20 | UNH | Unitedhealth Group Inc | 0% | +122.26% | 加碼 |
| 21 | ADI | Analog Devices Inc | 0% | +0.46% | 加碼 |
| 22 | MS | Morgan Stanley | 0% | +12.74% | 加碼 |
| 23 | MRVL | Marvell Technology Inc | 0% | +52.08% | 加碼 |
| 24 | MCK | Mckesson CORP | 0% | -0.30% | 減碼 |
| 25 | BABA | Alibaba Group Holding-sp Adr | 0% | +11.38% | 加碼 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | — | -0.05% | 減碼 |
| 27 | GOOG | Alphabet Inc-cl C | 0% | -10.89% | 減碼 |
| 28 | FCX | Freeport-mcmoran Inc | 0% | +2.83% | 加碼 |
| 29 | GS | Goldman Sachs Group Inc | 0% | -2.17% | 減碼 |
| 30 | INTC | Intel CORP | 0% | -0.80% | 減碼 |
| 31 | AMZN | Amazon.com Inc | -0.1% | -0.30% | 減碼 |
| 32 | ALGN | Align Technology Inc | -0.1% | — | 不變 |
| 33 | CRM | Salesforce Inc | -0.1% | -2.87% | 減碼 |
| 34 | FTNT | Fortinet Inc | -0.1% | — | 不變 |
| 35 | GPIX | Gldm SA S&p 500 Pr In Etf-us | -0.1% | -39.45% | 減碼 |
| 36 | CVX | Chevron CORP | -0.1% | +3.84% | 加碼 |
| 37 | SYK | Stryker CORP | -0.1% | +0.02% | 加碼 |
| 38 | JNJ | Johnson & Johnson | -0.2% | -1.65% | 減碼 |
| 39 | HD | Home Depot Inc | -0.2% | -0.82% | 減碼 |
| 40 | DHR | Danaher CORP | -0.2% | -3.88% | 減碼 |
| 41 | AMD | Advanced Micro Devices | -0.3% | +0.12% | 加碼 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +1.19% | 加碼 |
| 43 | GILD | Gilead Sciences Inc | -0.3% | -66.18% | 減碼 |
| 44 | ABBV | Abbvie Inc | -0.3% | -1.39% | 減碼 |
| 45 | JPM | Jpmorgan Chase & Co | -0.3% | -2.96% | 減碼 |
| 46 | ADBE | Adobe Inc | -0.4% | -19.98% | 減碼 |
| 47 | MRK | Merck & Co. Inc. | -0.5% | -0.31% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.6% | -4.83% | 減碼 |
| 49 | V | Visa Inc-class A Shares | -0.7% | -3.21% | 減碼 |
| 50 | TMO | Thermo Fisher Scientific Inc | -0.8% | -9.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Private Wealth Partners, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$14.0億，共申報了 164 個公開持股部位。
在 Q2 2024 季度，Private Wealth Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (9.4%)、MSFT (8.8%)、NVDA (8.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.4% 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
SHOP
市值: US$117.2萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$1.2億
在 Q2 2024 季度中，Private Wealth Partners, LLC 共進行了 48 項持倉異動，包含新建倉 1 個部位、加碼 25 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SHOP。
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。