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
262 檔
15.5%
Segment Wealth Management, LLC 在 Q4 2024 季度的美股部位總計估值為 US$19.3億，分散於 262 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024 期間，Segment Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 6 檔弱勢或達到目標價部位，將資金轉置於 5 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 VTI, BRK-B, BRK-A）累計市值佔比達 15.5%，是驅動 Segment Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 262 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 | 6.09% | +0.24% | +1.09% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.68% | -0.36% | +1.02% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.30% | -0.13% | — | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.21% | +0.20% | -2.40% | |
| 5 | SPGI | S&p Global Inc | 股票-金融 | 3.04% | -0.21% | -5.23% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.81% | +0.36% | -0.25% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.53% | +0.04% | +0.18% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.16% | -0.01% | |
| 9 | GEV | GE Vernova Inc | 股票-工業 | 1.60% | +0.49% | -1.45% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.59% | -0.36% | -0.31% | |
| 11 | GRMN | Garmin Ltd. | 股票-科技 | 1.47% | -0.12% | -0.17% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.44% | +0.02% | +0.33% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.41% | +0.04% | +0.32% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.33% | -0.20% | +0.41% | |
| 15 | INTU | Intuit Inc | 股票-科技 | 1.33% | -0.60% | EXIT | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.32% | -0.57% | -0.07% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | +0.05% | -0.25% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 1.27% | -0.13% | +0.56% | |
| 19 | CTAS | Cintas CORP | 股票-工業 | 1.25% | -0.09% | +0.25% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.25% | -0.03% | +0.36% | |
| 21 | MCK | Mckesson CORP | 股票-醫療保健 | 1.23% | -0.35% | +1.17% | |
| 22 | PH | Parker Hannifin CORP | 股票-工業 | 1.23% | -0.05% | +0.18% | |
| 23 | MSI | Motorola Solutions Inc | 股票-科技 | 1.21% | -0.14% | +0.03% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 1.18% | +0.65% | +2.71% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.16% | -0.01% | -0.07% | |
| 26 | ALL | Allstate CORP | 股票-金融 | 1.16% | +0.03% | +0.62% | |
| 27 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.15% | -0.11% | +0.55% | |
| 28 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.11% | +0.01% | +0.40% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.06% | -0.22% | -0.19% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | +0.13% | +315.25% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.06% | — | +1.81% | |
| 32 | USMC | Principal US Mega-cap ETF | ETF-其他 | 1.04% | +0.07% | +0.88% | |
| 33 | ACN | Accenture plc | 股票-科技 | 1.03% | — | — | |
| 34 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.03% | -0.02% | +0.49% | |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 1.02% | +0.03% | +1.44% | |
| 36 | BX | Blackstone Inc | 股票-金融 | 1.02% | — | +607.21% | |
| 37 | CAT | Caterpillar Inc | 股票-工業 | 1.01% | +0.53% | +0.16% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.99% | +0.05% | -1.17% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.98% | +0.34% | +0.40% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | -0.10% | +0.79% | |
| 41 | EOG | Eog Resources Inc | 股票-能源 | 0.98% | -0.22% | +0.50% | |
| 42 | DHR | Danaher CORP | 股票-醫療保健 | 0.97% | -0.05% | +1.54% | |
| 43 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.89% | -0.14% | +1.26% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.88% | — | +1.46% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.88% | +0.01% | +1.01% | |
| 46 | LIN | Linde plc | 股票-原物料 | 0.87% | — | +0.64% | |
| 47 | CARR | Carrier Global CORP | 股票-工業 | 0.86% | +0.12% | +0.20% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.84% | -0.02% | +1.53% | |
| 49 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.84% | — | +0.88% | |
| 50 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.80% | +0.07% | -0.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +0.9% | +607.21% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +315.25% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.7% | -2.40% | 減碼 |
| 4 | MGC | Vanguard Mega Cap ETF | +0.7% | NEW | 新建倉 |
| 5 | TRGP | Targa Resources CORP | +0.7% | +2753.43% | 加碼 |
| 6 | GEV | GE Vernova Inc | +0.3% | -1.45% | 減碼 |
| 7 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 8 | GRMN | Garmin Ltd. | +0.2% | -0.17% | 減碼 |
| 9 | APP | Applovin Corp-class A | +0.2% | -3.13% | 減碼 |
| 10 | APO | Apollo Global Management Inc | +0.2% | +4.83% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +0.32% | 加碼 |
| 12 | MCK | Mckesson CORP | +0.2% | +1.17% | 加碼 |
| 13 | AAPL | Apple Inc | +0.2% | +0.18% | 加碼 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +1.09% | 加碼 |
| 15 | WMT | Walmart Inc | +0.2% | -0.31% | 減碼 |
| 16 | AXON | Axon Enterprise Inc | +0.2% | NEW | 新建倉 |
| 17 | EQT | Eqt CORP | +0.1% | NEW | 新建倉 |
| 18 | MAR | Marriott International -cl A | +0.1% | +0.40% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | -0.25% | 減碼 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.25% | 減碼 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | -0.01% | 減碼 |
| 22 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +0.08% | 加碼 |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +1.44% | 加碼 |
| 25 | ADP | Automatic Data Processing | +0.1% | -0.07% | 減碼 |
| 26 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | EXIT | 清倉 |
| 27 | BSJP | Invesco Bulletshares 2025 Hy | -0.1% | EXIT | 清倉 |
| 28 | CAT | Caterpillar Inc | -0.1% | +0.16% | 加碼 |
| 29 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 30 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.1% | EXIT | 清倉 |
| 31 | TXN | Texas Instruments Inc | -0.1% | +0.40% | 加碼 |
| 32 | LIN | Linde plc | -0.1% | +0.64% | 加碼 |
| 33 | SHW | Sherwin-williams Co/the | -0.1% | +0.49% | 加碼 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -0.07% | 減碼 |
| 35 | UNH | Unitedhealth Group Inc | -0.2% | +1.81% | 加碼 |
| 36 | ZTS | Zoetis Inc | -0.2% | +0.88% | 加碼 |
| 37 | CARR | Carrier Global CORP | -0.2% | +0.20% | 加碼 |
| 38 | CTAS | Cintas CORP | -0.2% | +0.25% | 加碼 |
| 39 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清倉 |
| 40 | IMTM | Ishares Msci Intl Momentum F | -0.2% | -20.19% | 減碼 |
| 41 | DHR | Danaher CORP | -0.2% | +1.54% | 加碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.2% | -69.15% | 減碼 |
| 43 | ASML | ASML Holding N.V. | -0.2% | +2.71% | 加碼 |
| 44 | SPGI | S&p Global Inc | -0.3% | -5.23% | 減碼 |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +1.46% | 加碼 |
| 46 | VTWO | Vanguard Russell 2000 ETF | -0.5% | EXIT | 清倉 |
| 47 | NKE | Nike Inc -cl B | -0.7% | -91.80% | 減碼 |
| 48 | FANG | Diamondback Energy Inc | -0.8% | -91.36% | 減碼 |
| 49 | PWR | Quanta Services Inc | -0.8% | -67.29% | 減碼 |
| 50 | PHM | Pultegroup Inc | -0.8% | -94.56% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Segment Wealth Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$19.3億，共申報了 262 個公開持股部位。
在 Q4 2024 季度，Segment Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTI (6.1%)、BRK-B (4.7%)、BRK-A (3.3%)。其中最大持股部位 VTI 佔據整體投資組合約 6.1% 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
MGC
市值: US$968.4萬
本季最大獲利了結 / 清倉標的
VTWO
前期市值: US$775.6萬
在 Q4 2024 季度中，Segment Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 22 個部位、減碼 17 個部位以及清倉 6 個部位。 其中最大新建倉標的為 MGC。 本季清倉部位包含 VTWO。
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。