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: 0001575581
申報總市值
US$19.3億
US$19.3億
263 檔
15.2%
根據最新整理的 13F 季度數據集，Segment Wealth Management, LLC 於 Q3 2024 結束時的管理資產規模為 US$19.3億。該機構在本季度申報了 263 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Segment Wealth Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 27 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 VTI, BRK-B, BRK-A）占據了總市值的 15.2%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 263 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.94% | +0.24% | +2.60% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.74% | -0.36% | +2.62% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.37% | -0.13% | — | |
| 4 | SPGI | S&p Global Inc | 股票-金融 | 3.35% | -0.21% | -13.66% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.71% | +0.36% | -3.29% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.47% | +0.20% | +791.77% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.37% | +0.04% | -0.88% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.16% | +0.02% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.45% | -0.57% | -0.21% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.44% | -0.36% | -1.04% | |
| 11 | CTAS | Cintas CORP | 股票-工業 | 1.42% | -0.09% | +290.00% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.41% | +0.02% | +2.00% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 1.39% | +0.65% | -0.04% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 1.31% | -0.60% | EXIT | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.31% | -0.03% | +0.27% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.30% | -0.20% | -0.06% | |
| 17 | SYK | Stryker CORP | 股票-醫療保健 | 1.28% | -0.13% | +0.15% | |
| 18 | GEV | GE Vernova Inc | 股票-工業 | 1.27% | +0.49% | +2.44% | |
| 19 | GRMN | Garmin Ltd. | 股票-科技 | 1.27% | -0.12% | -2.93% | |
| 20 | PWR | Quanta Services Inc | 股票-工業 | 1.25% | +0.07% | +220.86% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | +0.04% | +1.76% | |
| 22 | PH | Parker Hannifin CORP | 股票-工業 | 1.23% | -0.05% | -0.14% | |
| 23 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.22% | -0.11% | +0.44% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.21% | — | +0.13% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.21% | — | -0.55% | |
| 26 | MSI | Motorola Solutions Inc | 股票-科技 | 1.19% | -0.14% | -0.27% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | +0.05% | -15.99% | |
| 28 | DHR | Danaher CORP | 股票-醫療保健 | 1.16% | -0.05% | +1.36% | |
| 29 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.16% | -0.02% | -0.19% | |
| 30 | ALL | Allstate CORP | 股票-金融 | 1.14% | +0.03% | -0.56% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.13% | -0.22% | +4.32% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 1.11% | -0.01% | +0.48% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 1.09% | +0.53% | +1.71% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 1.09% | +0.34% | +0.59% | |
| 35 | MCK | Mckesson CORP | 股票-醫療保健 | 1.06% | -0.35% | +0.21% | |
| 36 | ACN | Accenture plc | 股票-科技 | 1.04% | — | +0.37% | |
| 37 | CARR | Carrier Global CORP | 股票-工業 | 1.02% | +0.12% | -0.24% | |
| 38 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.00% | — | +1.27% | |
| 39 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.00% | +0.01% | +1.92% | |
| 40 | LIN | Linde plc | 股票-原物料 | 0.99% | — | +1.90% | |
| 41 | EOG | Eog Resources Inc | 股票-能源 | 0.99% | -0.22% | +1.61% | |
| 42 | USMC | Principal US Mega-cap ETF | ETF-其他 | 0.98% | +0.07% | -4.97% | |
| 43 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.97% | +0.03% | -4.26% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.97% | +0.05% | -0.86% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.96% | -0.10% | +0.69% | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.94% | +0.01% | +1.48% | |
| 47 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.87% | — | — | |
| 48 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.86% | -0.14% | +0.65% | |
| 49 | FANG | Diamondback Energy Inc | 股票-能源 | 0.85% | -0.01% | +2.43% | |
| 50 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.83% | -0.02% | +0.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | +0.9% | +220.86% | 加碼 |
| 2 | PHM | Pultegroup Inc | +0.9% | NEW | 新建倉 |
| 3 | VTWO | Vanguard Russell 2000 ETF | +0.5% | NEW | 新建倉 |
| 4 | GEV | GE Vernova Inc | +0.4% | +2.44% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +2.62% | 加碼 |
| 6 | SHW | Sherwin-williams Co/the | +0.2% | -0.19% | 減碼 |
| 7 | PH | Parker Hannifin CORP | +0.2% | -0.14% | 減碼 |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | 不變 |
| 9 | MCD | Mcdonald's CORP | +0.2% | +4.32% | 加碼 |
| 10 | CARR | Carrier Global CORP | +0.2% | -0.24% | 減碼 |
| 11 | APP | Applovin Corp-class A | +0.2% | NEW | 新建倉 |
| 12 | WMT | Walmart Inc | +0.1% | -1.04% | 減碼 |
| 13 | HD | Home Depot Inc | +0.1% | +0.27% | 加碼 |
| 14 | PYPL | Paypal Holdings Inc | +0.1% | NEW | 新建倉 |
| 15 | FICO | Fair Isaac CORP | +0.1% | NEW | 新建倉 |
| 16 | CAT | Caterpillar Inc | +0.1% | +1.71% | 加碼 |
| 17 | NKE | Nike Inc -cl B | +0.1% | +6.12% | 加碼 |
| 18 | ALL | Allstate CORP | +0.1% | -0.56% | 減碼 |
| 19 | CTAS | Cintas CORP | +0.1% | +290.00% | 加碼 |
| 20 | MSI | Motorola Solutions Inc | +0.1% | -0.27% | 減碼 |
| 21 | ADP | Automatic Data Processing | +0.1% | +0.48% | 加碼 |
| 22 | UNH | Unitedhealth Group Inc | +0.1% | +0.13% | 加碼 |
| 23 | ACN | Accenture plc | +0.1% | +0.37% | 加碼 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.60% | 加碼 |
| 25 | PSA | Public Storage | +0.1% | +76.45% | 加碼 |
| 26 | ZTS | Zoetis Inc | +0.1% | +1.27% | 加碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +0.69% | 加碼 |
| 28 | AAPL | Apple Inc | +0.1% | -0.88% | 減碼 |
| 29 | DHR | Danaher CORP | +0.1% | +1.36% | 加碼 |
| 30 | ICE | Intercontinental Exchange In | +0.1% | +0.88% | 加碼 |
| 31 | LIN | Linde plc | 0% | +1.90% | 加碼 |
| 32 | UNP | Union Pacific CORP | 0% | +1.48% | 加碼 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +2.00% | 加碼 |
| 34 | V | Visa Inc-class A Shares | 0% | +1.76% | 加碼 |
| 35 | SYK | Stryker CORP | 0% | +0.15% | 加碼 |
| 36 | MRSH | Marsh & Mclennan Cos | 0% | +0.44% | 加碼 |
| 37 | LULU | Lululemon Athletica Inc | -0.1% | EXIT | 清倉 |
| 38 | SNPS | Synopsys Inc | -0.1% | EXIT | 清倉 |
| 39 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -74.61% | 減碼 |
| 40 | SLCAUSD | US Silica Holdings Inc | -0.2% | EXIT | 清倉 |
| 41 | FANG | Diamondback Energy Inc | -0.2% | +2.43% | 加碼 |
| 42 | MSFT | Microsoft CORP | -0.2% | +0.02% | 加碼 |
| 43 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -0.3% | EXIT | 清倉 |
| 44 | IEMG | Ishares Core Msci Emerging | -0.3% | -94.53% | 減碼 |
| 45 | MCK | Mckesson CORP | -0.3% | +0.21% | 加碼 |
| 46 | AVGO | Broadcom Inc | -0.3% | +791.77% | 加碼 |
| 47 | NVDA | Nvidia CORP | -0.4% | -15.99% | 減碼 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -0.55% | 減碼 |
| 49 | ASML | ASML Holding N.V. | -0.4% | -0.04% | 減碼 |
| 50 | LPLA | Lpl Financial Holdings Inc | -0.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Segment Wealth Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$19.3億，共申報了 263 個公開持股部位。
在 Q3 2024 季度，Segment Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTI (5.9%)、BRK-B (4.7%)、BRK-A (3.4%)。其中最大持股部位 VTI 佔據整體投資組合約 5.9% 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
PHM
市值: US$1267.3萬
本季最大獲利了結 / 清倉標的
LPLA
前期市值: US$861.1萬
在 Q3 2024 季度中，Segment Wealth Management, LLC 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 27 個部位、減碼 12 個部位以及清倉 5 個部位。 其中最大新建倉標的為 PHM。 本季清倉部位包含 LPLA。
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。