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: 0001728121
申報總市值
US$9.0億
US$9.0億
655 檔
25.4%
截至 Q4 2024 季度末，SeaCrest Wealth Management, LLC 的美股持倉估值約為 US$9.0億，全數申報部位共有 655 檔。
SeaCrest Wealth Management, LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 9 個全新部位及加碼 16 檔持股的同時，亦同步清倉 5 檔並減碼 20 檔標的。
整體而言，SeaCrest Wealth Management, LLC 的前 5 大持股（包含 AAPL, NVDA, GOOGL）貢獻了組合市值的 25.4%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 655 檔）
| # | 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 | 9.29% | +0.84% | +0.19% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.49% | +0.44% | -4.91% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.69% | +1.35% | +1.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.23% | -2.54% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.42% | +0.64% | -2.53% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.31% | +0.06% | -0.10% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.02% | +0.21% | -1.83% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.56% | +0.19% | +3.42% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.49% | -0.93% | +308.09% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.39% | -0.17% | +8.54% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | -0.14% | +0.95% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.34% | +0.44% | -0.68% | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.11% | +0.10% | -17.34% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.03% | -1.41% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.04% | +0.07% | +0.64% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.99% | -0.18% | +0.52% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 0.91% | +0.21% | +16.85% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.79% | +0.05% | +5.26% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.76% | -0.11% | +18.08% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.12% | -1.70% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 0.63% | -0.16% | +19.47% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.17% | -0.26% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.60% | +0.13% | +200.87% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.58% | -0.10% | +8.81% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.50% | -0.26% | +99.37% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | +0.12% | +10.31% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.49% | +0.26% | +4.03% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.48% | +0.08% | +188.90% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | -0.04% | +4.36% | |
| 30 | AMGN | Amgen Inc | 股票-醫療保健 | 0.45% | +0.01% | -15.92% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | +0.15% | -2.35% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.42% | -0.16% | -0.47% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.42% | -0.05% | +2.41% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.14% | -9.11% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.38% | -0.03% | +1.51% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.38% | -0.07% | -8.49% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.38% | -0.19% | +11.32% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.37% | -11.43% | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.37% | +0.11% | +0.31% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.36% | -0.21% | +0.50% | |
| 41 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.36% | -0.13% | -9.32% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.35% | -0.02% | +0.21% | |
| 43 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.35% | -0.43% | EXIT | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.35% | +0.09% | +91.22% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.34% | +0.01% | +202.27% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | +0.03% | -7.79% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.33% | +0.03% | +20.20% | |
| 48 | WM | Waste Management Inc | 股票-工業 | 0.33% | -0.07% | +0.20% | |
| 49 | NOW | Servicenow Inc | 股票-科技 | 0.32% | -0.02% | -7.83% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.30% | -0.04% | +1.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +0.19% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.5% | -1.83% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.07% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.4% | +16.85% | 加碼 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.4% | +99.37% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | -0.10% | 減碼 |
| 7 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 8 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -2.53% | 減碼 |
| 10 | WMT | Walmart Inc | +0.2% | +19.47% | 加碼 |
| 11 | USMC | Principal US Mega-cap ETF | +0.2% | NEW | 新建倉 |
| 12 | NVDA | Nvidia CORP | +0.1% | -4.91% | 減碼 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -1.41% | 減碼 |
| 14 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +101.61% | 加碼 |
| 15 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | +287.87% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +8.54% | 加碼 |
| 17 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 18 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +63.00% | 加碼 |
| 19 | CLS | Celestica Inc | +0.1% | NEW | 新建倉 |
| 20 | SOUN | Soundhound Ai Inc-a | +0.1% | NEW | 新建倉 |
| 21 | SCHG | Schwab US Large-cap Growth | +0.1% | +308.09% | 加碼 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.42% | 加碼 |
| 23 | VRT | Vertiv Holdings Co-a | +0.1% | +35.38% | 加碼 |
| 24 | APP | Applovin Corp-class A | +0.1% | NEW | 新建倉 |
| 25 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +18.08% | 加碼 |
| 26 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +14.74% | 加碼 |
| 27 | CRM | Salesforce Inc | +0.1% | +2.41% | 加碼 |
| 28 | RKLB | Rocket Lab Corporation | +0.1% | NEW | 新建倉 |
| 29 | PSP | Invesco Global Listed Privat | +0.1% | NEW | 新建倉 |
| 30 | ETN | Eaton Corporation plc | +0.1% | +39.28% | 加碼 |
| 31 | BP | Bp Plc-spons Adr | -0.1% | -72.20% | 減碼 |
| 32 | COPP | Sprott Copper Miners ETF | -0.1% | EXIT | 清倉 |
| 33 | UBER | Uber Technologies Inc | -0.1% | -1.05% | 減碼 |
| 34 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 35 | NTAP | Netapp Inc | -0.1% | EXIT | 清倉 |
| 36 | NAT | Nordic American Tankers Limited | -0.1% | -15.54% | 減碼 |
| 37 | ABBV | Abbvie Inc | -0.1% | -8.49% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -9.11% | 減碼 |
| 39 | MRK | Merck & Co. Inc. | -0.1% | -9.32% | 減碼 |
| 40 | IBM | Intl Business Machines CORP | -0.1% | -24.41% | 減碼 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -34.05% | 減碼 |
| 42 | AMAT | Applied Materials Inc | -0.1% | -27.44% | 減碼 |
| 43 | IBB | Ishares Biotechnology ETF | -0.1% | -68.34% | 減碼 |
| 44 | AMGN | Amgen Inc | -0.2% | -15.92% | 減碼 |
| 45 | AMD | Advanced Micro Devices | -0.2% | -11.43% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.2% | -2.54% | 減碼 |
| 47 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | 清倉 |
| 48 | LLY | Eli Lilly & Co | -0.3% | -0.68% | 減碼 |
| 49 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 清倉 |
| 50 | KLAC | Kla CORP | -0.4% | -66.39% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，SeaCrest Wealth Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$9.0億，共申報了 655 個公開持股部位。
在 Q4 2024 季度，SeaCrest Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (9.3%)、NVDA (5.5%)、GOOGL (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.3% 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。
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LRCX
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本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$289.0萬
在 Q4 2024 季度中，SeaCrest Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 16 個部位、減碼 20 個部位以及清倉 5 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。