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: 0001809236
申報總市值
US$1.8億
US$1.8億
115 檔
18.6%
在 Q3 2024 的 13F 官方備案中，Salvus Wealth Management, LLC 管理的美股投資組合規模來到 US$1.8億，整體持股檔數為 115 檔。
Q3 2024 數據顯示 Salvus Wealth Management, LLC 積極進場，新開立 9 個部位並同步加碼 23 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 BRK-B, GOOG, PGR）累計市值佔比達 18.6%，是驅動 Salvus Wealth Management, 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.08% | -0.14% | +0.78% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.02% | +0.42% | -2.49% | |
| 3 | PGR | Progressive CORP | 股票-金融 | 3.99% | -0.01% | -14.27% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.82% | +0.21% | +11.51% | |
| 5 | AXP | American Express Co | 股票-金融 | 3.47% | +0.08% | -4.86% | |
| 6 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 3.42% | -0.02% | — | |
| 7 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.98% | -0.43% | +0.70% | |
| 8 | ADI | Analog Devices Inc | 股票-科技 | 2.76% | -1.59% | +0.29% | |
| 9 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 2.61% | +0.13% | +1.31% | |
| 10 | SGI | Somnigroup International Inc | 股票-循環性消費 | 2.59% | -0.06% | +0.83% | |
| 11 | THO | Thor Industries Inc | 股票-循環性消費 | 2.38% | -0.33% | +1.14% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.13% | -1.28% | |
| 13 | NVR | Nvr Inc | 股票-循環性消費 | 2.04% | -0.06% | -16.13% | |
| 14 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 2.02% | -0.01% | — | |
| 15 | MC | Moelis & Co - Class A | 股票-金融 | 2.00% | +0.06% | -21.21% | |
| 16 | ABG | Asbury Automotive Group | 股票-循環性消費 | 1.98% | -0.07% | +29.51% | |
| 17 | ASTS | Ast Spacemobile Inc | 股票-科技 | 1.77% | -0.20% | -0.24% | |
| 18 | FISV | Fiserv Inc | 股票-其他 | 1.72% | — | — | |
| 19 | AWI | Armstrong World Industries | 股票-工業 | 1.47% | +0.26% | +0.80% | |
| 20 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.47% | — | +2.05% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.47% | +0.13% | +2.21% | |
| 22 | BN | Brookfield CORP | 股票-金融 | 1.39% | -0.12% | -0.26% | |
| 23 | CCOI | Cogent Communications Holdin | 股票-其他 | 1.35% | -0.15% | -0.19% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.35% | -4.39% | |
| 25 | AON | Aon plc | 股票-金融 | 1.23% | -0.34% | -0.28% | |
| 26 | AMT | American Tower CORP | 股票-房地產 | 1.21% | -0.08% | +1.50% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 1.13% | +1.47% | -0.19% | |
| 28 | WSC | Willscot Holdings CORP | 股票-工業 | 1.10% | — | +1.02% | |
| 29 | MKL | Markel Group Inc | 股票-金融 | 1.10% | -0.15% | -0.26% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.08% | +0.04% | +0.40% | |
| 31 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.02% | -0.13% | -0.07% | |
| 32 | BLKCHF | Blackrock Inc | 股票-其他 | 0.94% | — | +2.62% | |
| 33 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.91% | -1.60% | +23.77% | |
| 34 | KMX | Carmax Inc | 股票-循環性消費 | 0.78% | +0.04% | -0.26% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | +0.22% | +3.35% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.72% | +0.18% | -0.81% | |
| 37 | NSC | Norfolk Southern CORP | 股票-工業 | 0.72% | — | +3.32% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.69% | +0.06% | +0.67% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.68% | +0.09% | +0.51% | |
| 40 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.66% | -0.17% | -26.84% | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.65% | -0.05% | +0.66% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | -0.02% | +2.17% | |
| 43 | UL | Unilever PLC | 股票-非循環性消費 | 0.64% | — | +0.53% | |
| 44 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.64% | -0.11% | +0.49% | |
| 45 | NOW | Servicenow Inc | 股票-科技 | 0.62% | -0.09% | +25.47% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.61% | — | +0.43% | |
| 47 | PAYX | Paychex Inc | 股票-科技 | 0.59% | +0.03% | +4.14% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.58% | -0.05% | -0.21% | |
| 49 | L | Loews CORP | 股票-金融 | 0.56% | +0.01% | +0.78% | |
| 50 | NU | Nu Holdings Ltd. | 股票-金融 | 0.56% | -0.58% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +1.7% | NEW | 新建倉 |
| 2 | ASTS | Ast Spacemobile Inc | +0.9% | -0.24% | 減碼 |
| 3 | AAPL | Apple Inc | +0.4% | +11.51% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.4% | NEW | 新建倉 |
| 5 | ABG | Asbury Automotive Group | +0.4% | +29.51% | 加碼 |
| 6 | FND | Floor & Decor Holdings Inc-a | +0.3% | +1.31% | 加碼 |
| 7 | CCOI | Cogent Communications Holdin | +0.2% | -0.19% | 減碼 |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +74.50% | 加碼 |
| 9 | IGM | Ishares Expanded Tech Sector | +0.2% | NEW | 新建倉 |
| 10 | BN | Brookfield CORP | +0.2% | -0.26% | 減碼 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | NEW | 新建倉 |
| 12 | XLE | Ss Energy Select Sector | +0.2% | NEW | 新建倉 |
| 13 | T | At&t Inc | +0.2% | NEW | 新建倉 |
| 14 | THO | Thor Industries Inc | +0.1% | +1.14% | 加碼 |
| 15 | MTB | M & T Bank CORP | +0.1% | NEW | 新建倉 |
| 16 | DUK | Duke Energy CORP | +0.1% | NEW | 新建倉 |
| 17 | NOW | Servicenow Inc | +0.1% | +25.47% | 加碼 |
| 18 | HDV | Ishares Core High Dividend E | +0.1% | NEW | 新建倉 |
| 19 | MSCI | Msci Inc | +0.1% | +59.06% | 加碼 |
| 20 | SHOP | Shopify Inc - Class A | +0.1% | +44.86% | 加碼 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.78% | 加碼 |
| 22 | SGI | Somnigroup International Inc | +0.1% | +0.83% | 加碼 |
| 23 | AMT | American Tower CORP | +0.1% | +1.50% | 加碼 |
| 24 | BLKCHF | Blackrock Inc | +0.1% | +2.62% | 加碼 |
| 25 | WDAY | Workday Inc-class A | +0.1% | +68.24% | 加碼 |
| 26 | GBIL | Goldman Sachs Access Treasur | +0.1% | +23.77% | 加碼 |
| 27 | RH | Rh | +0.1% | -0.23% | 減碼 |
| 28 | AWI | Armstrong World Industries | +0.1% | +0.80% | 加碼 |
| 29 | AON | Aon plc | +0.1% | -0.28% | 減碼 |
| 30 | LOW | Lowe's Cos Inc | +0.1% | +0.49% | 加碼 |
| 31 | NSC | Norfolk Southern CORP | +0.1% | +3.32% | 加碼 |
| 32 | PM | Philip Morris International | +0.1% | +0.66% | 加碼 |
| 33 | UL | Unilever PLC | 0% | +0.53% | 加碼 |
| 34 | APD | Air Products & Chemicals Inc | 0% | +0.67% | 加碼 |
| 35 | ANETEUR | Arista Networks Inc | — | +2.05% | 加碼 |
| 36 | AXP | American Express Co | 0% | -4.86% | 減碼 |
| 37 | NVR | Nvr Inc | -0.1% | -16.13% | 減碼 |
| 38 | INTC | Intel CORP | -0.1% | EXIT | 清倉 |
| 39 | BKNG | Booking Holdings Inc | -0.2% | — | 不變 |
| 40 | NKE | Nike Inc -cl B | -0.2% | EXIT | 清倉 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | +0.40% | 加碼 |
| 42 | PGR | Progressive CORP | -0.3% | -14.27% | 減碼 |
| 43 | AMAT | Applied Materials Inc | -0.4% | -0.19% | 減碼 |
| 44 | MC | Moelis & Co - Class A | -0.4% | -21.21% | 減碼 |
| 45 | VZ | Verizon Communications Inc | -0.4% | -48.21% | 減碼 |
| 46 | EL | Estee Lauder Companies-cl A | -0.4% | — | 不變 |
| 47 | MSFT | Microsoft CORP | -0.4% | -1.28% | 減碼 |
| 48 | CRM | Salesforce Inc | -0.4% | EXIT | 清倉 |
| 49 | SCHW | Schwab (charles) CORP | -0.8% | +0.70% | 加碼 |
| 50 | GOOG | Alphabet Inc-cl C | -1% | -2.49% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Salvus Wealth Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.8億，共申報了 115 個公開持股部位。
在 Q3 2024 季度，Salvus Wealth Management, LLC 按市值排列的前三大核心持股分別為：BRK-B (5.1%)、GOOG (4.0%)、PGR (4.0%)。其中最大持股部位 BRK-B 佔據整體投資組合約 5.1% 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
FISV
市值: US$280.1萬
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$62.4萬
在 Q3 2024 季度中，Salvus Wealth Management, LLC 共進行了 48 項持倉異動，包含新建倉 9 個部位、加碼 23 個部位、減碼 13 個部位以及清倉 3 個部位。 其中最大新建倉標的為 FISV。 本季清倉部位包含 CRM。
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。