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: 0001639375
申報總市值
US$10.0億
US$10.0億
156 檔
25.7%
Sendero Wealth Management, LLC 在 Q3 2024 季度的美股部位總計估值為 US$10.0億，分散於 156 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2024 數據顯示 Sendero Wealth Management, LLC 積極進場，新開立 7 個部位並同步加碼 30 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 VTI, GNR, ITOT）累計市值佔比達 25.7%，是驅動 Sendero Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 23.68% | +0.76% | +2.04% | |
| 2 | GNR | State Street Spdr S&p Global | ETF-其他 | 6.32% | — | -3.60% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.70% | +0.15% | +0.37% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.20% | +0.18% | -5.37% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.95% | +1.28% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.61% | -0.38% | +1.23% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.61% | +0.05% | +2.64% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.35% | +0.11% | +1.98% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.13% | -0.01% | -2.23% | |
| 10 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 2.06% | +0.08% | +5.03% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.86% | — | +15.57% | |
| 12 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.65% | — | +2.73% | |
| 13 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.53% | -0.05% | -6.96% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.47% | -0.38% | +19.33% | |
| 15 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.35% | — | +5.55% | |
| 16 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.35% | +0.04% | +10.26% | |
| 17 | FISV | Fiserv Inc | 股票-其他 | 1.31% | — | +4.18% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.30% | +0.08% | -8.24% | |
| 19 | DE | Deere & Co | 股票-工業 | 1.29% | -0.26% | +10.86% | |
| 20 | PAYC | Paycom Software Inc | 股票-科技 | 1.22% | +0.08% | -0.21% | |
| 21 | COF | Capital One Financial CORP | 股票-金融 | 1.19% | +0.06% | +8.26% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.18% | -0.04% | +10.71% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | -0.29% | -0.27% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.15% | -0.23% | -14.11% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.98% | -0.14% | +19.75% | |
| 26 | PSX | Phillips 66 | 股票-能源 | 0.84% | -0.20% | +24.99% | |
| 27 | INTU | Intuit Inc | 股票-科技 | 0.82% | -0.48% | +2.74% | |
| 28 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.78% | -0.09% | +5.45% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.43% | +8.60% | |
| 30 | CNC | Centene CORP | 股票-醫療保健 | 0.74% | +0.35% | +16.98% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | +0.04% | -2.56% | |
| 32 | LAD | Lithia Motors Inc | 股票-循環性消費 | 0.65% | +0.02% | +20.67% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.64% | — | +18.07% | |
| 34 | LBRDK | Liberty Broadband-c | 股票-通訊服務 | 0.63% | -0.02% | -15.90% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | -0.02% | +3.66% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.55% | +0.02% | +2.69% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.55% | — | +2.76% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.53% | -0.08% | -5.85% | |
| 39 | ADSK | Autodesk Inc | 股票-科技 | 0.52% | -0.13% | +2.74% | |
| 40 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.51% | -0.10% | — | |
| 41 | BC | Brunswick CORP | 股票-循環性消費 | 0.51% | -0.06% | +8.27% | |
| 42 | UBER | Uber Technologies Inc | 股票-工業 | 0.51% | -0.14% | +2.71% | |
| 43 | FTNT | Fortinet Inc | 股票-科技 | 0.50% | +0.03% | NEW | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.50% | +0.11% | — | |
| 45 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.48% | -0.46% | +84.50% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.47% | — | +2.72% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | +0.01% | -7.89% | |
| 48 | AIG | American International Group | 股票-金融 | 0.40% | -0.04% | +5.61% | |
| 49 | NBIX | Neurocrine Biosciences Inc | 股票-醫療保健 | 0.37% | — | +2.72% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.35% | -0.20% | +2.53% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.4% | +15.57% | 加碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +2.04% | 加碼 |
| 3 | CBRE | Cbre Group Inc - A | +0.3% | -6.96% | 減碼 |
| 4 | WBD | Warner Bros Discovery Inc | +0.2% | +84.50% | 加碼 |
| 5 | CDNS | Cadence Design Sys Inc | +0.2% | NEW | 新建倉 |
| 6 | SNPS | Synopsys Inc | +0.2% | NEW | 新建倉 |
| 7 | FISV | Fiserv Inc | +0.2% | +4.18% | 加碼 |
| 8 | LAD | Lithia Motors Inc | +0.2% | +20.67% | 加碼 |
| 9 | DE | Deere & Co | +0.2% | +10.86% | 加碼 |
| 10 | GEV | GE Vernova Inc | +0.2% | +43.73% | 加碼 |
| 11 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | +0.2% | NEW | 新建倉 |
| 12 | FCNCA | First Citizens Bcshs -cl A | +0.2% | +10.26% | 加碼 |
| 13 | CRM | Salesforce Inc | +0.2% | +19.75% | 加碼 |
| 14 | ABT | Abbott Laboratories | +0.2% | +101.28% | 加碼 |
| 15 | CNC | Centene CORP | +0.1% | +16.98% | 加碼 |
| 16 | AAPL | Apple Inc | +0.1% | +1.98% | 加碼 |
| 17 | IQV | Iqvia Holdings Inc | +0.1% | +5.55% | 加碼 |
| 18 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +10.71% | 加碼 |
| 19 | COF | Capital One Financial CORP | +0.1% | +8.26% | 加碼 |
| 20 | PAYC | Paycom Software Inc | +0.1% | -0.21% | 減碼 |
| 21 | FTNT | Fortinet Inc | +0.1% | +2.77% | 加碼 |
| 22 | DT | Dynatrace Inc | +0.1% | +29.29% | 加碼 |
| 23 | ARMK | Aramark | +0.1% | NEW | 新建倉 |
| 24 | ANETEUR | Arista Networks Inc | +0.1% | +2.73% | 加碼 |
| 25 | WTW | Willis Towers Watson Public Limited Company | +0.1% | +5.45% | 加碼 |
| 26 | HWM | Howmet Aerospace Inc | +0.1% | NEW | 新建倉 |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | 新建倉 |
| 28 | PSX | Phillips 66 | +0.1% | +24.99% | 加碼 |
| 29 | BC | Brunswick CORP | +0.1% | +8.27% | 加碼 |
| 30 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | 新建倉 |
| 31 | LBRDK | Liberty Broadband-c | +0.1% | -15.90% | 減碼 |
| 32 | EAGL | Eagle Capital Select Eqty | 0% | +5.03% | 加碼 |
| 33 | COP | Conocophillips | 0% | +19.33% | 加碼 |
| 34 | V | Visa Inc-class A Shares | 0% | +8.60% | 加碼 |
| 35 | ADSK | Autodesk Inc | 0% | +2.74% | 加碼 |
| 36 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.37% | 加碼 |
| 37 | VOO | Vanguard S&p 500 ETF | -0.1% | -2.23% | 減碼 |
| 38 | BJ | Bj's Wholesale Club Holdings | -0.1% | -28.61% | 減碼 |
| 39 | NBIX | Neurocrine Biosciences Inc | -0.1% | +2.72% | 加碼 |
| 40 | GS | Goldman Sachs Group Inc | -0.1% | EXIT | 清倉 |
| 41 | CHTR | Charter Communications Inc-a | -0.1% | -29.78% | 減碼 |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | -2.56% | 減碼 |
| 43 | ASML | ASML Holding N.V. | -0.2% | +2.69% | 加碼 |
| 44 | MCO | Moody's CORP | -0.2% | EXIT | 清倉 |
| 45 | AMZN | Amazon.com Inc | -0.3% | +1.23% | 加碼 |
| 46 | MSFT | Microsoft CORP | -0.3% | +1.28% | 加碼 |
| 47 | MNST | Monster Beverage CORP | -0.4% | EXIT | 清倉 |
| 48 | ENTG | Entegris Inc | -0.4% | EXIT | 清倉 |
| 49 | SCHW | Schwab (charles) CORP | -0.4% | -8.24% | 減碼 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.8% | -5.37% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sendero Wealth Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$10.0億，共申報了 156 個公開持股部位。
在 Q3 2024 季度，Sendero Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTI (23.7%)、GNR (6.3%)、ITOT (4.7%)。其中最大持股部位 VTI 佔據整體投資組合約 23.7% 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
CDNS
市值: US$140.4萬
本季最大獲利了結 / 清倉標的
ENTG
前期市值: US$237.2萬
在 Q3 2024 季度中，Sendero Wealth Management, LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 30 個部位、減碼 9 個部位以及清倉 4 個部位。 其中最大新建倉標的為 CDNS。 本季清倉部位包含 ENTG。
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。