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: 0001929662
申報總市值
US$3.9億
US$3.9億
180 檔
30.6%
Quantum Private Wealth, LLC 在 Q4 2024 季度的美股部位總計估值為 US$3.9億，分散於 180 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Quantum Private Wealth, LLC 於 Q4 2024 季度持續回收資金，對 17 個既有部位進行裁減並清倉 8 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, AMZN, META）累計市值佔比達 30.6%，是驅動 Quantum Private Wealth, 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 | 9.57% | -0.82% | +0.38% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 8.99% | -0.86% | -0.80% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 8.48% | -1.56% | +2.41% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.25% | -0.94% | +4.29% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.89% | -0.32% | +3.82% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.27% | -0.38% | -0.22% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.25% | +0.01% | +5.73% | |
| 8 | NFLX | Netflix Inc | 股票-通訊服務 | 2.37% | -1.10% | -1.42% | |
| 9 | FWD | AB Disruptors ETF | ETF-其他 | 1.97% | +0.06% | +2.03% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 1.44% | -0.14% | — | |
| 11 | ATOM | Atomera Inc | 股票-其他 | 1.32% | +0.96% | +22.16% | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 1.26% | -0.09% | -0.13% | |
| 13 | MRVL | Marvell Technology Inc | 股票-科技 | 1.20% | +1.03% | +1.07% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.14% | +2.24% | +11.28% | |
| 15 | VKTX | Viking Therapeutics Inc | 股票-醫療保健 | 1.11% | -0.08% | +2.18% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.05% | +0.07% | -0.23% | |
| 17 | TGTX | Tg Therapeutics Inc | 股票-醫療保健 | 0.99% | +0.20% | -0.96% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.95% | +0.64% | +4.91% | |
| 19 | HUBS | Hubspot Inc | 股票-科技 | 0.94% | -0.14% | — | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.86% | -0.14% | -3.92% | |
| 21 | EXK | Exact Sciences CORP | 股票-原物料 | 0.82% | — | -26.49% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | -0.04% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | +0.03% | — | |
| 24 | ITCIEUR | Intra-cellular Therapies Inc | 股票-其他 | 0.81% | — | -22.04% | |
| 25 | SNOW | Snowflake Inc | 股票-科技 | 0.77% | +0.25% | +11.72% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.75% | +0.07% | +3.14% | |
| 27 | ET | Energy Transfer LP | 股票-能源 | 0.73% | -0.18% | — | |
| 28 | EME | Emcor Group Inc | 股票-工業 | 0.71% | -0.18% | -8.65% | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.71% | +0.37% | +102.07% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.67% | — | +1.61% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.67% | — | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | +0.02% | +0.25% | |
| 33 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.63% | +0.23% | -0.36% | |
| 34 | EWTX | Edgewise Therapeutics Inc | 股票-其他 | 0.63% | +0.05% | +0.14% | |
| 35 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.60% | -0.07% | +2.37% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.56% | -0.51% | — | |
| 37 | REAL | Realreal Inc/the | 股票-其他 | 0.55% | +0.02% | -9.13% | |
| 38 | CARR | Carrier Global CORP | 股票-工業 | 0.51% | — | +1.09% | |
| 39 | SF | Stifel Financial CORP | 股票-金融 | 0.51% | -0.20% | — | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.49% | -0.05% | -1.03% | |
| 41 | EPD | Enterprise Products Partners | 股票-能源 | 0.49% | -0.13% | — | |
| 42 | TSHA | Taysha Gene Therapies Inc | 股票-其他 | 0.44% | +0.25% | +3.56% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工業 | 0.43% | -0.25% | +0.59% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.43% | -0.13% | +0.09% | |
| 45 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.43% | -0.05% | -17.88% | |
| 46 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.42% | — | -0.31% | |
| 47 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.41% | +0.44% | +8.86% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.40% | — | — | |
| 49 | PRI | Primerica Inc | 股票-金融 | 0.39% | -0.02% | — | |
| 50 | BHVN | Biohaven Ltd. | 股票-其他 | 0.37% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ATOM | Atomera Inc | +1.1% | +22.16% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.8% | -0.80% | 減碼 |
| 3 | AVGO | Broadcom Inc | +0.8% | +5.73% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +3.82% | 加碼 |
| 5 | MRVL | Marvell Technology Inc | +0.4% | +1.07% | 加碼 |
| 6 | REAL | Realreal Inc/the | +0.4% | -9.13% | 減碼 |
| 7 | NFLX | Netflix Inc | +0.3% | -1.42% | 減碼 |
| 8 | POWL | Powell Industries Inc | +0.3% | NEW | 新建倉 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.3% | — | 不變 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.22% | 減碼 |
| 11 | SNOW | Snowflake Inc | +0.2% | +11.72% | 加碼 |
| 12 | AAPL | Apple Inc | +0.2% | +0.38% | 加碼 |
| 13 | HUBS | Hubspot Inc | +0.2% | — | 不變 |
| 14 | TGTX | Tg Therapeutics Inc | +0.2% | -0.96% | 減碼 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +4.91% | 加碼 |
| 16 | NOW | Servicenow Inc | +0.1% | -0.13% | 減碼 |
| 17 | MCD | Mcdonald's CORP | +0.1% | NEW | 新建倉 |
| 18 | ET | Energy Transfer LP | +0.1% | — | 不變 |
| 19 | TSLA | Tesla Inc | +0.1% | +21.98% | 加碼 |
| 20 | DDOG | Datadog Inc - Class A | +0.1% | -0.36% | 減碼 |
| 21 | AMSC | American Superconductor CORP | +0.1% | NEW | 新建倉 |
| 22 | WFC | Wells Fargo & Co | +0.1% | NEW | 新建倉 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.14% | 加碼 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不變 |
| 25 | FDN | First Trust Dj Internet Ind | +0.1% | +2.37% | 加碼 |
| 26 | CRM | Salesforce Inc | +0.1% | -1.03% | 減碼 |
| 27 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | 清倉 |
| 28 | AZPN1USD | Aspen Technology Inc | -0.1% | EXIT | 清倉 |
| 29 | META | Meta Platforms Inc-class A | -0.1% | +2.41% | 加碼 |
| 30 | MU | Micron Technology Inc | -0.1% | EXIT | 清倉 |
| 31 | AMGN | Amgen Inc | -0.1% | -5.15% | 減碼 |
| 32 | ZTS | Zoetis Inc | -0.1% | -31.71% | 減碼 |
| 33 | APD | Air Products & Chemicals Inc | -0.1% | -31.21% | 減碼 |
| 34 | ✓ | -0.1% | -48.39% | 減碼 | |
| 35 | FCX | Freeport-mcmoran Inc | -0.1% | -6.07% | 減碼 |
| 36 | CARR | Carrier Global CORP | -0.1% | +1.09% | 加碼 |
| 37 | F | Ford Motor Co | -0.1% | EXIT | 清倉 |
| 38 | APTV | Aptiv PLC | -0.1% | EXIT | 清倉 |
| 39 | FBT | First Trust Nyse Arca Biotec | -0.1% | -17.88% | 減碼 |
| 40 | ITCIEUR | Intra-cellular Therapies Inc | -0.2% | -22.04% | 減碼 |
| 41 | BHVN | Biohaven Ltd. | -0.2% | — | 不變 |
| 42 | QCOM | Qualcomm Inc | -0.2% | -0.23% | 減碼 |
| 43 | CMC | Commercial Metals Co | -0.2% | EXIT | 清倉 |
| 44 | CDW | Cdw Corp/de | -0.2% | EXIT | 清倉 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.2% | +1.61% | 加碼 |
| 46 | MSFT | Microsoft CORP | -0.2% | +4.29% | 加碼 |
| 47 | AMD | Advanced Micro Devices | -0.3% | +11.28% | 加碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | EXIT | 清倉 |
| 49 | EXK | Exact Sciences CORP | -0.6% | -26.49% | 減碼 |
| 50 | VKTX | Viking Therapeutics Inc | -0.7% | +2.18% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Quantum Private Wealth, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$3.9億，共申報了 180 個公開持股部位。
在 Q4 2024 季度，Quantum Private Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (9.6%)、AMZN (9.0%)、META (8.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.6% 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
POWL
市值: US$99.7萬
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$104.8萬
在 Q4 2024 季度中，Quantum Private Wealth, LLC 共進行了 45 項持倉異動，包含新建倉 4 個部位、加碼 16 個部位、減碼 17 個部位以及清倉 8 個部位。 其中最大新建倉標的為 POWL。 本季清倉部位包含 UNH。
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。