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: 0001906793
申報總市值
US$5.2億
US$5.2億
123 檔
20.3%
根據最新整理的 13F 季度數據集，Scissortail Wealth Management, LLC 於 Q2 2024 結束時的管理資產規模為 US$5.2億。該機構在本季度申報了 123 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2024 的申報異動，Scissortail Wealth Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 39 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 VTI, IVV, IBTE）占據了總市值的 20.3%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
MINT
市值: US$218.4萬
本季最大獲利了結 / 清倉標的
QQQ
前期市值: US$871.0萬
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.00% | +0.74% | +0.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.31% | +2.39% | +0.60% | |
| 3 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 4.19% | — | +0.24% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.38% | +0.63% | +223.35% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.01% | +0.24% | +0.75% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.87% | -0.09% | +1.39% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.54% | -0.45% | +0.72% | |
| 8 | INTU | Intuit Inc | 股票-科技 | 2.53% | -0.11% | +2854.19% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 2.49% | +0.51% | +0.37% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.46% | — | +1.57% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.22% | -0.20% | +0.70% | |
| 12 | COP | Conocophillips | 股票-能源 | 2.04% | -1.09% | — | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | -0.03% | +14.31% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.80% | -0.44% | +4.04% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.79% | +0.19% | -1.66% | |
| 16 | PSX | Phillips 66 | 股票-能源 | 1.74% | -0.70% | +1.06% | |
| 17 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.70% | — | +2.65% | |
| 18 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-其他 | 1.69% | — | +2.58% | |
| 19 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 1.63% | -0.08% | +2.86% | |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.62% | — | +2.76% | |
| 21 | ETN | Eaton Corporation plc | 股票-工業 | 1.53% | +0.13% | -4.44% | |
| 22 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.53% | -0.05% | -3.65% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | -0.01% | +0.49% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.36% | — | +0.98% | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.25% | -0.01% | +0.14% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 1.25% | +0.06% | +2.21% | |
| 27 | MSI | Motorola Solutions Inc | 股票-科技 | 1.24% | -0.08% | -0.53% | |
| 28 | DMAR | Ft Vest US Equity Deep Buffe | ETF-其他 | 1.22% | — | +1.40% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.14% | — | +0.69% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 1.10% | +0.07% | +3.53% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | -0.13% | +4.14% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.09% | -0.23% | +1.31% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | +0.01% | +0.48% | |
| 34 | CME | Cme Group Inc | 股票-金融 | 1.01% | -0.37% | +1.69% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | -0.65% | +962.73% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.99% | -0.41% | EXIT | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | — | +2.94% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.94% | — | +2.91% | |
| 39 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.90% | — | +1.45% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.88% | — | +0.81% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.84% | — | +2.74% | |
| 42 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.79% | +0.03% | +0.29% | |
| 43 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.78% | +0.02% | -1.59% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.74% | -0.70% | EXIT | |
| 45 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-其他 | 0.73% | — | -0.65% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.71% | +0.44% | NEW | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.13% | +45.72% | |
| 48 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.56% | — | — | |
| 49 | DVN | Devon Energy CORP | 股票-能源 | 0.53% | -0.63% | EXIT | |
| 50 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.52% | -0.13% | +0.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | INTU | Intuit Inc | +2.4% | +2854.19% | 加碼 |
| 2 | IVW | Ishares S&p 500 Growth ETF | +2.4% | +223.35% | 加碼 |
| 3 | MINT | Pimco Enhanced Short Maturit | +0.6% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +0.5% | +1.39% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.3% | +14.31% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.3% | +962.73% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.2% | -1.66% | 減碼 |
| 8 | WMT | Walmart Inc | +0.2% | +4.04% | 加碼 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +45.72% | 加碼 |
| 10 | HP | Helmerich & Payne | +0.1% | NEW | 新建倉 |
| 11 | YUM | Yum! Brands Inc | +0.1% | NEW | 新建倉 |
| 12 | ET | Energy Transfer LP | +0.1% | NEW | 新建倉 |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +0.37% | 加碼 |
| 14 | KO | Coca-cola Co/the | +0.1% | NEW | 新建倉 |
| 15 | CTRA | Coterra Energy Inc | +0.1% | NEW | 新建倉 |
| 16 | GE | General Electric | +0.1% | NEW | 新建倉 |
| 17 | ACN | Accenture plc | +0.1% | NEW | 新建倉 |
| 18 | PFE | Pfizer Inc | +0.1% | NEW | 新建倉 |
| 19 | SPGI | S&p Global Inc | +0.1% | NEW | 新建倉 |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | 新建倉 |
| 21 | MSI | Motorola Solutions Inc | +0.1% | -0.53% | 減碼 |
| 22 | APD | Air Products & Chemicals Inc | +0.1% | +2.91% | 加碼 |
| 23 | SCHG | Schwab US Large-cap Growth | +0.1% | +0.81% | 加碼 |
| 24 | RSG | Republic Services Inc | +0.1% | NEW | 新建倉 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | NEW | 新建倉 |
| 26 | TT | Trane Technologies plc | +0.1% | NEW | 新建倉 |
| 27 | PM | Philip Morris International | +0.1% | NEW | 新建倉 |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | +0.60% | 加碼 |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +5.90% | 加碼 |
| 30 | QUAL | Ishares Msci USA Quality Fac | 0% | +0.72% | 加碼 |
| 31 | AMZN | Amazon.com Inc | 0% | +0.29% | 加碼 |
| 32 | DMAR | Ft Vest US Equity Deep Buffe | 0% | +1.40% | 加碼 |
| 33 | IBDP | Ishares Ibonds Dec 2024 Term | 0% | +2.65% | 加碼 |
| 34 | AMD | Advanced Micro Devices | -0.1% | EXIT | 清倉 |
| 35 | ✓ | -0.1% | EXIT | 清倉 | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.17% | 加碼 |
| 37 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 38 | CELH | Celsius Holdings Inc | -0.1% | EXIT | 清倉 |
| 39 | MDT | Medtronic plc | -0.1% | +2.74% | 加碼 |
| 40 | UNP | Union Pacific CORP | -0.1% | +3.53% | 加碼 |
| 41 | MRK | Merck & Co. Inc. | -0.1% | +0.69% | 加碼 |
| 42 | CME | Cme Group Inc | -0.1% | +1.69% | 加碼 |
| 43 | CMCSA | Comcast Corp-class A | -0.1% | +2.83% | 加碼 |
| 44 | ETN | Eaton Corporation plc | -0.1% | -4.44% | 減碼 |
| 45 | HD | Home Depot Inc | -0.2% | +2.21% | 加碼 |
| 46 | COP | Conocophillips | -0.3% | — | 不變 |
| 47 | PSX | Phillips 66 | -0.3% | +1.06% | 加碼 |
| 48 | MPC | Marathon Petroleum CORP | -0.4% | -3.65% | 減碼 |
| 49 | IUSV | Ishares Core S&p U.s. Value | -2.3% | -97.45% | 減碼 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -2.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Scissortail Wealth Management, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$5.2億，共申報了 123 個公開持股部位。
在 Q2 2024 季度，Scissortail Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTI (12.0%)、IVV (4.3%)、IBTE (4.2%)。其中最大持股部位 VTI 佔據整體投資組合約 12.0% 的權重。
在 Q2 2024 季度中，Scissortail Wealth Management, LLC 共進行了 49 項持倉異動，包含新建倉 15 個部位、加碼 24 個部位、減碼 5 個部位以及清倉 5 個部位。 其中最大新建倉標的為 MINT。 本季清倉部位包含 QQQ。
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。
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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。
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。