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
171 檔
33.0%
Private Wealth Partners, LLC 在 Q4 2024 季度的美股部位總計估值為 US$14.0億，分散於 171 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024 期間，Private Wealth Partners, LLC 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, MSFT）累計市值佔比達 33.0%，是驅動 Private Wealth Partners, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 10.08% | +0.01% | -0.61% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.83% | +0.77% | -1.38% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.26% | -0.75% | -0.38% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.14% | +0.58% | -0.64% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.12% | +0.08% | +0.72% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.11% | +0.07% | -1.40% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.18% | -0.15% | -1.42% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.94% | +0.38% | -0.89% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.52% | -0.39% | +5.33% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.51% | -0.11% | +13.30% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.39% | -0.68% | -4.33% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.18% | -0.77% | +2.76% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.13% | +0.07% | +7.18% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.13% | +0.33% | -1.62% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.93% | +0.10% | -1.39% | |
| 16 | HON | Honeywell International Inc | 股票-工業 | 1.83% | -2.38% | EXIT | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 1.74% | -0.18% | +4.12% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.72% | -0.30% | +11.97% | |
| 19 | MCK | Mckesson CORP | 股票-醫療保健 | 1.57% | -0.58% | -0.47% | |
| 20 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.56% | -0.39% | -1.68% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.50% | +0.21% | +4.09% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.36% | +0.28% | +1.05% | |
| 23 | KKR | Kkr & Co Inc | 股票-金融 | 1.32% | +0.05% | -4.18% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.32% | -0.17% | +0.69% | |
| 25 | PFE | Pfizer Inc | 股票-醫療保健 | 1.18% | -0.25% | +29.56% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 1.02% | +2.42% | -5.86% | |
| 27 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.95% | -0.39% | EXIT | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.92% | -0.14% | +3.39% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.89% | -0.16% | +4.05% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 0.88% | -0.13% | -2.07% | |
| 31 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.75% | -0.03% | +2.57% | |
| 32 | CZR | Caesars Entertainment Inc | 股票-循環性消費 | 0.75% | — | +12.32% | |
| 33 | FTNT | Fortinet Inc | 股票-科技 | 0.65% | +0.42% | — | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.63% | -0.09% | -3.51% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.60% | +0.12% | -0.68% | |
| 36 | BX | Blackstone Inc | 股票-金融 | 0.49% | +0.06% | +3.29% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.05% | +10.58% | |
| 38 | ADI | Analog Devices Inc | 股票-科技 | 0.45% | -0.02% | +0.60% | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.41% | -0.05% | +8.31% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | -0.02% | +0.26% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.40% | +0.01% | -0.22% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.40% | -0.06% | -3.71% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.40% | +0.02% | -4.13% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.39% | -0.07% | +13.66% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.35% | +0.01% | NEW | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | — | — | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.33% | -0.10% | -0.52% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.32% | +0.02% | +48.48% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.31% | -0.13% | -1.87% | |
| 50 | MRVL | Marvell Technology Inc | 股票-科技 | 0.31% | +0.63% | +0.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | +0.72% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.64% | 減碼 |
| 3 | NVDA | Nvidia CORP | +0.4% | -1.38% | 減碼 |
| 4 | V | Visa Inc-class A Shares | +0.3% | -1.40% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | -0.61% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -1.42% | 減碼 |
| 7 | MPLX | Mplx LP | +0.2% | +420.87% | 加碼 |
| 8 | GS | Goldman Sachs Group Inc | +0.2% | -1.39% | 減碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -1.62% | 減碼 |
| 10 | PFE | Pfizer Inc | +0.2% | +29.56% | 加碼 |
| 11 | MCK | Mckesson CORP | +0.1% | -0.47% | 減碼 |
| 12 | AVGO | Broadcom Inc | +0.1% | +142.59% | 加碼 |
| 13 | DIS | Walt Disney Co/the | +0.1% | +4.05% | 加碼 |
| 14 | EPD | Enterprise Products Partners | +0.1% | +239.02% | 加碼 |
| 15 | MRVL | Marvell Technology Inc | +0.1% | +0.44% | 加碼 |
| 16 | FTNT | Fortinet Inc | +0.1% | — | 不變 |
| 17 | CRM | Salesforce Inc | +0.1% | +8.31% | 加碼 |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | +26.97% | 加碼 |
| 19 | DDOG | Datadog Inc - Class A | +0.1% | NEW | 新建倉 |
| 20 | KMI | Kinder Morgan, Inc. | +0.1% | -3.51% | 減碼 |
| 21 | MS | Morgan Stanley | +0.1% | -0.68% | 減碼 |
| 22 | TSLA | Tesla Inc | +0.1% | -2.84% | 減碼 |
| 23 | ET | Energy Transfer LP | +0.1% | +454.17% | 加碼 |
| 24 | ACI | Albertsons Cos Inc - Class A | +0.1% | +73.77% | 加碼 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.09% | 加碼 |
| 26 | HON | Honeywell International Inc | +0.1% | -1.45% | 減碼 |
| 27 | BX | Blackstone Inc | +0.1% | +3.29% | 加碼 |
| 28 | MA | Mastercard Inc - A | +0.1% | +13.66% | 加碼 |
| 29 | OXY | Occidental Petroleum CORP | +0.1% | +38.02% | 加碼 |
| 30 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 31 | KKR | Kkr & Co Inc | +0.1% | -4.18% | 減碼 |
| 32 | BSX | Boston Scientific CORP | 0% | -1.68% | 減碼 |
| 33 | GSST | Goldman Sachs Ultra Short Bo | -0.1% | -37.65% | 減碼 |
| 34 | AMGN | Amgen Inc | -0.1% | EXIT | 清倉 |
| 35 | GGG | Graco Inc | -0.1% | EXIT | 清倉 |
| 36 | LLY | Eli Lilly & Co | -0.1% | -7.13% | 減碼 |
| 37 | PEP | Pepsico Inc | -0.1% | -3.71% | 減碼 |
| 38 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -0.04% | 減碼 |
| 39 | CZR | Caesars Entertainment Inc | -0.1% | +12.32% | 加碼 |
| 40 | JNJ | Johnson & Johnson | -0.1% | +3.39% | 加碼 |
| 41 | ADBE | Adobe Inc | -0.1% | +11.97% | 加碼 |
| 42 | ABBV | Abbvie Inc | -0.2% | +7.18% | 加碼 |
| 43 | QCOM | Qualcomm Inc | -0.2% | +1.05% | 加碼 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.89% | 減碼 |
| 45 | FCX | Freeport-mcmoran Inc | -0.3% | +2.57% | 加碼 |
| 46 | ZTS | Zoetis Inc | -0.3% | -0.89% | 減碼 |
| 47 | DHR | Danaher CORP | -0.4% | +4.12% | 加碼 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.4% | +5.33% | 加碼 |
| 49 | MSFT | Microsoft CORP | -0.5% | -0.38% | 減碼 |
| 50 | AMD | Advanced Micro Devices | -0.5% | -5.86% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Private Wealth Partners, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$14.0億，共申報了 171 個公開持股部位。
在 Q4 2024 季度，Private Wealth Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (10.1%)、NVDA (7.8%)、MSFT (7.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.1% 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
DDOG
市值: US$122.3萬
本季最大獲利了結 / 清倉標的
AMGN
前期市值: US$88.6萬
在 Q4 2024 季度中，Private Wealth Partners, LLC 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 23 個部位、減碼 22 個部位以及清倉 2 個部位。 其中最大新建倉標的為 DDOG。 本季清倉部位包含 AMGN。
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。