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: 0001963839
申報總市值
—
US$2.1億
159 檔
29.0%
Q4 2024 季度申報顯示，Redwood Wealth Management Group, LLC 揭露的美股組合總市值為 US$2.1億，涵蓋 159 個不同之權益投資部位。
Redwood Wealth Management Group, LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 14 個全新部位及加碼 10 檔持股的同時，亦同步清倉 10 檔並減碼 16 檔標的。
整體而言，Redwood Wealth Management Group, LLC 的前 5 大持股（包含 SWVXX, SNVXX, MSFT）貢獻了組合市值的 29.0%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 15.15% | -9.63% | EXIT | |
| 2 | SNVXX | Schwab Govt Mny Fnd-inv | 股票-其他 | 6.82% | -6.75% | EXIT | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -1.98% | EXIT | |
| 4 | ✓ | Hon Hai Precision Co | 股票-其他 | 2.29% | -1.92% | EXIT | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.20% | -1.72% | EXIT | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.06% | -1.99% | EXIT | |
| 7 | BPTRX | Baron Partners Fund-rtl | 股票-其他 | 2.05% | -6.01% | EXIT | |
| 8 | SNAXX | Schwa Prime Adv Money Fd-ult | 股票-其他 | 2.00% | -1.01% | EXIT | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -2.33% | EXIT | |
| 10 | ET | Energy Transfer LP | 股票-能源 | 1.74% | -1.35% | EXIT | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.68% | -1.64% | EXIT | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.62% | -1.51% | EXIT | |
| 13 | FAGCX | Fidelity Adv Grwth Opprt-i | 股票-其他 | 1.54% | -1.28% | EXIT | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.54% | -2.13% | EXIT | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.52% | -1.78% | EXIT | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.51% | -1.43% | EXIT | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | -2.10% | EXIT | |
| 18 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.31% | -1.29% | EXIT | |
| 19 | MDIJX | Mfs Intl Diversificat-i | 股票-其他 | 1.25% | -1.29% | EXIT | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | -1.52% | EXIT | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.19% | -0.72% | EXIT | |
| 22 | LBNYX | Lord Abbett Bnd Debentur-i | 股票-其他 | 1.13% | -1.07% | EXIT | |
| 23 | VDIGX | Vanguard Dividend Growth-inv | 股票-其他 | 1.06% | -0.70% | EXIT | |
| 24 | PICMX | Virtus Kar Mid-cap Grwth-i | 股票-其他 | 1.05% | — | -4.26% | |
| 25 | ✓ | Columbia Div Income Cl R5 | 股票-其他 | 0.98% | -0.99% | EXIT | |
| 26 | LCRDX | Lord Abbett Credit Opp-inst | 股票-其他 | 0.94% | -0.73% | EXIT | |
| 27 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.91% | -0.74% | EXIT | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.90% | -0.93% | EXIT | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.84% | -0.79% | EXIT | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.83% | -0.76% | EXIT | |
| 31 | VSIAX | Vanguard S/c Val Indx-adm | 股票-其他 | 0.81% | -0.74% | EXIT | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.81% | — | -10.04% | |
| 33 | VWILX | Vanguard Intl Growth-adm | 股票-其他 | 0.81% | -0.72% | EXIT | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.80% | -0.83% | EXIT | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.79% | -1.42% | EXIT | |
| 36 | FIXIX | Fidelity Adv Intl Sm Cap-i | 股票-其他 | 0.76% | -0.71% | EXIT | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | -0.67% | EXIT | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | -0.80% | EXIT | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.68% | -0.36% | EXIT | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | -0.58% | EXIT | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.46% | EXIT | |
| 42 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.61% | -1.72% | EXIT | |
| 43 | FGSIX | Fed Her Mdt Mid Cap Grwth-in | 股票-其他 | 0.61% | -1.55% | EXIT | |
| 44 | HYMIX | Lord Abbett H/i Muni Bnd-i | 股票-其他 | 0.60% | -0.55% | EXIT | |
| 45 | GIBLX | Guggenheim Tot Ret Bnd-p | 股票-其他 | 0.57% | -0.77% | EXIT | |
| 46 | VWUSX | Vanguard US Growth Fund-inv | 股票-其他 | 0.49% | -0.33% | EXIT | |
| 47 | TSEMX | Touchstone Sands Em Gr-y | 股票-其他 | 0.48% | — | -6.84% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.47% | -0.34% | EXIT | |
| 49 | CAT | Caterpillar Inc | 股票-工業 | 0.46% | -0.60% | EXIT | |
| 50 | RSIGX | Victory Rs International-y | 股票-其他 | 0.46% | -0.46% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BPTRX | Baron Partners Fund-rtl | +1.2% | +96.56% | 加碼 |
| 2 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.5% | NEW | 新建倉 |
| 3 | NFE | New Fortress Energy Inc | +0.4% | NEW | 新建倉 |
| 4 | ZETA | Zeta Global Holdings Corp-a | +0.3% | NEW | 新建倉 |
| 5 | TSLA | Tesla Inc | +0.3% | +0.55% | 加碼 |
| 6 | NU | Nu Holdings Ltd. | +0.3% | NEW | 新建倉 |
| 7 | GOOG | Alphabet Inc. | +0.3% | NEW | 新建倉 |
| 8 | ET | Energy Transfer LP | +0.3% | -2.41% | 減碼 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | -28.18% | 減碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +4.61% | 加碼 |
| 11 | KMI | Kinder Morgan, Inc. | +0.2% | -4.40% | 減碼 |
| 12 | CIVI | Civitas Resources Inc | +0.2% | NEW | 新建倉 |
| 13 | LX | Lexinfintech Holdings L-adr | +0.2% | NEW | 新建倉 |
| 14 | MSFT | Microsoft CORP | +0.2% | +11.24% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.2% | +1.64% | 加碼 |
| 16 | CRNC | Cerence Inc | +0.2% | NEW | 新建倉 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.91% | 減碼 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | 新建倉 |
| 19 | MRVL | Marvell Technology Inc | +0.1% | +3.40% | 加碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建倉 |
| 21 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | NEW | 新建倉 |
| 22 | IONQ | Ionq Inc | +0.1% | NEW | 新建倉 |
| 23 | AAPL | Apple Inc | +0.1% | -1.09% | 減碼 |
| 24 | INDI | Indie Semiconductor Inc-a | +0.1% | NEW | 新建倉 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +2.59% | 加碼 |
| 26 | WGMI | Coinshares Bitcoin Mining Et | +0.1% | +32.91% | 加碼 |
| 27 | CMI | Cummins Inc | +0.1% | NEW | 新建倉 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +16.48% | 加碼 |
| 29 | DYBIX | Bnym Hi Yld Muni Bnd-i | -0.1% | EXIT | 清倉 |
| 30 | BP | Bp Plc-spons Adr | -0.1% | EXIT | 清倉 |
| 31 | TX | Ternium Sa-sponsored Adr | -0.1% | EXIT | 清倉 |
| 32 | PSX | Phillips 66 | -0.1% | EXIT | 清倉 |
| 33 | NEM | Newmont CORP | -0.1% | EXIT | 清倉 |
| 34 | MRNA | Moderna Inc | -0.1% | EXIT | 清倉 |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -0.98% | 減碼 |
| 36 | FIXIX | Fidelity Adv Intl Sm Cap-i | -0.1% | -1.49% | 減碼 |
| 37 | VOO | Vanguard S&p 500 ETF | -0.1% | EXIT | 清倉 |
| 38 | VZ | Verizon Communications Inc | -0.1% | -4.42% | 減碼 |
| 39 | SPLV | Invesco S&p 500 Low Volatili | -0.1% | -10.04% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -1.76% | 減碼 |
| 41 | ✓ | Hon Hai Precision Co | -0.2% | -0.20% | 減碼 |
| 42 | MDIJX | Mfs Intl Diversificat-i | -0.2% | +1.06% | 加碼 |
| 43 | CVS | Cvs Health CORP | -0.2% | EXIT | 清倉 |
| 44 | AMD | Advanced Micro Devices | -0.2% | -9.85% | 減碼 |
| 45 | CAH | Cardinal Health Inc | -0.2% | EXIT | 清倉 |
| 46 | VDIGX | Vanguard Dividend Growth-inv | -0.2% | -2.21% | 減碼 |
| 47 | VLO | Valero Energy CORP | -0.3% | EXIT | 清倉 |
| 48 | SDY | Ss Spdr S&p Dividend ETF | -0.3% | -10.31% | 減碼 |
| 49 | SWVXX | Schwa Prime Adv Money Fd-inv | -0.4% | -1.10% | 減碼 |
| 50 | SNVXX | Schwab Govt Mny Fnd-inv | -0.5% | -5.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Redwood Wealth Management Group, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.1億，共申報了 159 個公開持股部位。
在 Q4 2024 季度，Redwood Wealth Management Group, LLC 按市值排列的前三大核心持股分別為：SWVXX (15.2%)、SNVXX (6.8%)、MSFT (2.5%)。其中最大持股部位 SWVXX 佔據整體投資組合約 15.2% 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
GRNY
市值: US$93.3萬
本季最大獲利了結 / 清倉標的
VLO
前期市值: US$52.7萬
在 Q4 2024 季度中，Redwood Wealth Management Group, LLC 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 10 個部位、減碼 16 個部位以及清倉 10 個部位。 其中最大新建倉標的為 GRNY。 本季清倉部位包含 VLO。
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。