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: 0001803397
申報總市值
US$3.0億
US$3.0億
110 檔
25.5%
Q3 2024 季度申報顯示，Sculati Wealth Management, LLC 揭露的美股組合總市值為 US$3.0億，涵蓋 110 個不同之權益投資部位。
Sculati Wealth Management, LLC 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 7 個全新部位及加碼 15 檔持股的同時，亦同步清倉 2 檔並減碼 26 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 BRK-B, VV, AAPL）占據了總市值的 25.5%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 9.21% | -0.72% | -1.00% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.81% | +0.01% | +21.15% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.55% | +0.83% | -1.89% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-其他 | 4.32% | -0.06% | +2.02% | |
| 5 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 3.55% | +0.01% | +34.32% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.12% | -3.61% | |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 3.12% | -0.05% | +11.20% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 3.05% | -0.01% | +43.95% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.78% | +0.20% | -0.91% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.95% | +0.04% | -2.09% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.95% | -0.31% | -1.88% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 1.75% | -0.01% | -6.45% | |
| 13 | TPC | Tutor Perini CORP | 股票-其他 | 1.68% | -0.22% | -12.10% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | — | -1.39% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.60% | +0.27% | -0.37% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.59% | +0.29% | -1.02% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.51% | -0.23% | +0.16% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 1.41% | +0.30% | -1.52% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 1.29% | -0.04% | -0.17% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.28% | -0.18% | -0.27% | |
| 21 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 1.25% | — | +15.34% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.18% | -0.25% | +2.15% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.15% | -0.01% | +19.53% | |
| 24 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.12% | -0.09% | +0.01% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.12% | -0.13% | +0.11% | |
| 26 | RACE | Ferrari N.V. | 股票-循環性消費 | 1.11% | +0.01% | +0.03% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.09% | -0.03% | -1.35% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | -0.10% | -2.43% | |
| 29 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.92% | — | -0.96% | |
| 30 | UNM | Unum Group | 股票-金融 | 0.92% | +0.09% | +2.09% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工業 | 0.91% | +0.05% | -1.16% | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.91% | -0.35% | -4.75% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.91% | +0.03% | -53.03% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | +0.05% | -0.66% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.90% | -0.02% | — | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.84% | -0.01% | -24.93% | |
| 37 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.83% | — | -0.90% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.82% | -0.04% | +2.35% | |
| 39 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.80% | -0.13% | -1.26% | |
| 40 | GD | General Dynamics CORP | 股票-工業 | 0.80% | -0.02% | +4.38% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | +0.11% | -0.08% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.72% | -0.05% | -1.81% | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.71% | -0.18% | -3.76% | |
| 44 | DAL | Delta Air Lines Inc | 股票-工業 | 0.68% | +0.12% | -11.89% | |
| 45 | DTE | Dte Energy Company | 股票-公用事業 | 0.63% | -0.12% | -7.43% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.59% | — | -51.03% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.58% | -0.01% | -1.30% | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 0.57% | -0.12% | -2.77% | |
| 49 | RWT | Redwood Trust Inc | 股票-其他 | 0.53% | -0.09% | -4.10% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.52% | -0.07% | +21.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +1.3% | +21.15% | 加碼 |
| 2 | XMLV | Invesco S&p Midcap Low Volat | +1% | +43.95% | 加碼 |
| 3 | XSLV | Invesco S&p Smallcap Low Vol | +1% | +34.32% | 加碼 |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | +0.5% | NEW | 新建倉 |
| 5 | SCUS | Schwab Ultra-short Inc ETF | +0.5% | NEW | 新建倉 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -1.00% | 減碼 |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.4% | +11.20% | 加碼 |
| 8 | ETN | Eaton Corporation plc | +0.3% | NEW | 新建倉 |
| 9 | NVDA | Nvidia CORP | +0.2% | +251.75% | 加碼 |
| 10 | PH | Parker Hannifin CORP | +0.2% | NEW | 新建倉 |
| 11 | LOW | Lowe's Cos Inc | +0.2% | +0.16% | 加碼 |
| 12 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | +15.34% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.2% | -1.88% | 減碼 |
| 14 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +19.53% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.2% | +71.81% | 加碼 |
| 16 | DUK | Duke Energy CORP | +0.2% | NEW | 新建倉 |
| 17 | BX | Blackstone Inc | +0.1% | -6.45% | 減碼 |
| 18 | MDT | Medtronic plc | +0.1% | +21.52% | 加碼 |
| 19 | NKE | Nike Inc -cl B | +0.1% | +19.03% | 加碼 |
| 20 | EG | Everest Group, Ltd. | +0.1% | NEW | 新建倉 |
| 21 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | 新建倉 |
| 22 | UNM | Unum Group | +0.1% | +2.09% | 加碼 |
| 23 | NOW | Servicenow Inc | +0.1% | -0.17% | 減碼 |
| 24 | RACE | Ferrari N.V. | +0.1% | +0.03% | 加碼 |
| 25 | OHI | Omega Healthcare Investors | +0.1% | -0.96% | 減碼 |
| 26 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +29.66% | 加碼 |
| 27 | AAPL | Apple Inc | +0.1% | -1.89% | 減碼 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | -2.09% | 減碼 |
| 29 | TPC | Tutor Perini CORP | 0% | -12.10% | 減碼 |
| 30 | GS | Goldman Sachs Group Inc | 0% | -0.37% | 減碼 |
| 31 | MTUM | Ishares Msci USA Momentum Fa | -0.1% | EXIT | 清倉 |
| 32 | TGNA | Tegna Inc | -0.1% | -42.33% | 減碼 |
| 33 | SCHH | Schwab US Reit ETF | -0.2% | EXIT | 清倉 |
| 34 | LULU | Lululemon Athletica Inc | -0.2% | -1.26% | 減碼 |
| 35 | SWKS | Skyworks Solutions Inc | -0.2% | -52.48% | 減碼 |
| 36 | AKAM | Akamai Technologies Inc | -0.2% | -39.34% | 減碼 |
| 37 | BA | Boeing Co/the | -0.2% | -1.30% | 減碼 |
| 38 | IHDG | Wisdomtree International Hed | -0.2% | +2.02% | 加碼 |
| 39 | IBB | Ishares Biotechnology ETF | -0.2% | -36.12% | 減碼 |
| 40 | SCHW | Schwab (charles) CORP | -0.3% | -1.35% | 減碼 |
| 41 | PFE | Pfizer Inc | -0.3% | -42.77% | 減碼 |
| 42 | GOOG | Alphabet Inc-cl C | -0.3% | -1.02% | 減碼 |
| 43 | INTC | Intel CORP | -0.3% | -26.79% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.3% | -0.91% | 減碼 |
| 45 | MRK | Merck & Co. Inc. | -0.5% | -24.93% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.5% | -3.61% | 減碼 |
| 47 | SCHV | Schwab US Large-cap Value | -0.6% | -60.03% | 減碼 |
| 48 | SCHM | Schwab US Mid Cap ETF | -0.6% | -51.03% | 減碼 |
| 49 | SCHA | Schwab US Small-cap ETF | -0.6% | -54.76% | 減碼 |
| 50 | SCHG | Schwab US Large-cap Growth | -1.1% | -53.03% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sculati Wealth Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.0億，共申報了 110 個公開持股部位。
在 Q3 2024 季度，Sculati Wealth Management, LLC 按市值排列的前三大核心持股分別為：BRK-B (9.2%)、VV (7.8%)、AAPL (5.5%)。其中最大持股部位 BRK-B 佔據整體投資組合約 9.2% 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
BINC
市值: US$128.3萬
本季最大獲利了結 / 清倉標的
SCHH
前期市值: US$38.4萬
在 Q3 2024 季度中，Sculati Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 15 個部位、減碼 26 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BINC。 本季清倉部位包含 SCHH。
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。