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
161 檔
25.5%
根據最新整理的 13F 季度數據集，Sendero Wealth Management, LLC 於 Q4 2024 結束時的管理資產規模為 US$10.0億。該機構在本季度申報了 161 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，Sendero Wealth Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 31 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 VTI, GNR, ITOT）占據了總市值的 25.5%，展現出該機構在 Q4 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 22.92% | +0.76% | +0.09% | |
| 2 | GNR | State Street Spdr S&p Global | ETF-其他 | 4.63% | — | -10.12% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.05% | +0.15% | -11.01% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.53% | +0.18% | +2.40% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.98% | -0.38% | +2.39% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | +0.05% | +3.65% | |
| 7 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 2.76% | +0.08% | +39.13% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | -0.95% | +5.02% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.10% | -0.01% | +2.38% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.09% | +0.11% | -12.65% | |
| 11 | ANET | Arista Networks Inc | 股票-科技 | 1.86% | +0.32% | — | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.84% | — | +2.42% | |
| 13 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.46% | +0.04% | -0.41% | |
| 14 | PAYC | Paycom Software Inc | 股票-科技 | 1.35% | +0.08% | -5.06% | |
| 15 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.32% | — | +25.38% | |
| 16 | DE | Deere & Co | 股票-工業 | 1.30% | -0.26% | +4.51% | |
| 17 | COF | Capital One Financial CORP | 股票-金融 | 1.24% | +0.06% | -7.83% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.23% | -0.04% | +239.80% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.21% | — | -14.43% | |
| 20 | EOG | Eog Resources Inc | 股票-能源 | 1.21% | — | +2695.24% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.20% | +0.08% | -14.33% | |
| 22 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | ETF-其他 | 1.09% | -1.45% | +550.31% | |
| 23 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.08% | -0.05% | -28.73% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.06% | -0.23% | +4.43% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.29% | +0.08% | |
| 26 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.82% | -0.09% | +4.54% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | -0.43% | -5.75% | |
| 28 | FTNT | Fortinet Inc | 股票-科技 | 0.79% | +0.03% | NEW | |
| 29 | COP | Conocophillips | 股票-能源 | 0.76% | -0.38% | -42.30% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | +0.04% | -2.82% | |
| 31 | CNC | Centene CORP | 股票-醫療保健 | 0.73% | +0.35% | +30.07% | |
| 32 | LAD | Lithia Motors Inc | 股票-循環性消費 | 0.73% | +0.02% | +4.63% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.72% | -0.48% | -7.42% | |
| 34 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 0.71% | +0.27% | — | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.69% | -0.14% | -38.68% | |
| 36 | LBRDK | Liberty Broadband-c | 股票-通訊服務 | 0.60% | -0.02% | +4.31% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.59% | — | +35.43% | |
| 38 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.59% | -0.46% | +1.51% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | -0.02% | -0.46% | |
| 40 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.56% | +0.07% | — | |
| 41 | ADSK | Autodesk Inc | 股票-科技 | 0.55% | -0.13% | +3.57% | |
| 42 | UBER | Uber Technologies Inc | 股票-工業 | 0.50% | -0.14% | +28.37% | |
| 43 | DT | Dynatrace Inc | 股票-科技 | 0.49% | — | +64.98% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | +0.11% | — | |
| 45 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.48% | -0.10% | — | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | — | +24.81% | |
| 47 | EFX | Equifax Inc | 股票-工業 | 0.46% | -0.07% | — | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.45% | -0.08% | +1.29% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.43% | -0.02% | +53.08% | |
| 50 | NBIX | Neurocrine Biosciences Inc | 股票-醫療保健 | 0.43% | — | +3.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.9% | NEW | 新建倉 |
| 2 | EOG | Eog Resources Inc | +1.2% | +2695.24% | 加碼 |
| 3 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | +0.9% | +550.31% | 加碼 |
| 4 | KDP | Keurig Dr Pepper Inc | +0.7% | NEW | 新建倉 |
| 5 | EAGL | Eagle Capital Select Eqty | +0.7% | +39.13% | 加碼 |
| 6 | ABNB | Airbnb Inc-class A | +0.6% | NEW | 新建倉 |
| 7 | EFX | Equifax Inc | +0.5% | NEW | 新建倉 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +2.39% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.40% | 加碼 |
| 10 | VLO | Valero Energy CORP | +0.3% | NEW | 新建倉 |
| 11 | FTNT | Fortinet Inc | +0.3% | +36.79% | 加碼 |
| 12 | IWD | Ishares Russell 1000 Value E | +0.3% | +168.91% | 加碼 |
| 13 | NVDA | Nvidia CORP | +0.2% | +3.65% | 加碼 |
| 14 | HWM | Howmet Aerospace Inc | +0.2% | +30.52% | 加碼 |
| 15 | DT | Dynatrace Inc | +0.2% | +64.98% | 加碼 |
| 16 | PAYC | Paycom Software Inc | +0.1% | -5.06% | 減碼 |
| 17 | ABT | Abbott Laboratories | +0.1% | +53.08% | 加碼 |
| 18 | VV | Vanguard Large-cap ETF | +0.1% | NEW | 新建倉 |
| 19 | SBR | Sabine Royalty Trust | +0.1% | NEW | 新建倉 |
| 20 | FCNCA | First Citizens Bcshs -cl A | +0.1% | -0.41% | 減碼 |
| 21 | WBD | Warner Bros Discovery Inc | +0.1% | +1.51% | 加碼 |
| 22 | LAD | Lithia Motors Inc | +0.1% | +4.63% | 加碼 |
| 23 | WDAY | Workday Inc-class A | +0.1% | +47.69% | 加碼 |
| 24 | CDNS | Cadence Design Sys Inc | +0.1% | +25.01% | 加碼 |
| 25 | NBIX | Neurocrine Biosciences Inc | +0.1% | +3.31% | 加碼 |
| 26 | COF | Capital One Financial CORP | +0.1% | -7.83% | 減碼 |
| 27 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +239.80% | 加碼 |
| 28 | WTW | Willis Towers Watson Public Limited Company | 0% | +4.54% | 加碼 |
| 29 | DE | Deere & Co | 0% | +4.51% | 加碼 |
| 30 | META | Meta Platforms Inc-class A | 0% | +2.42% | 加碼 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +2.38% | 加碼 |
| 32 | CSL | Carlisle Cos Inc | -0.1% | -43.24% | 減碼 |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | EXIT | 清倉 |
| 34 | MSFT | Microsoft CORP | -0.1% | +5.02% | 加碼 |
| 35 | OXY | Occidental Petroleum CORP | -0.1% | EXIT | 清倉 |
| 36 | NFLX | Netflix Inc | -0.1% | EXIT | 清倉 |
| 37 | IPG | Interpublic Group Of Cos Inc | -0.1% | -69.51% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | -0.2% | +0.08% | 加碼 |
| 39 | ADBE | Adobe Inc | -0.2% | -18.80% | 減碼 |
| 40 | AAPL | Apple Inc | -0.3% | -12.65% | 減碼 |
| 41 | CRM | Salesforce Inc | -0.3% | -38.68% | 減碼 |
| 42 | BC | Brunswick CORP | -0.4% | -65.34% | 減碼 |
| 43 | PSX | Phillips 66 | -0.5% | -43.84% | 減碼 |
| 44 | CBRE | Cbre Group Inc - A | -0.5% | -28.73% | 減碼 |
| 45 | ASML | ASML Holding N.V. | -0.6% | EXIT | 清倉 |
| 46 | ITOT | Ishares Core S&p Total U.s. | -0.7% | -11.01% | 減碼 |
| 47 | COP | Conocophillips | -0.7% | -42.30% | 減碼 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | +0.09% | 加碼 |
| 49 | ANETEUR | Arista Networks Inc | -1.7% | EXIT | 清倉 |
| 50 | GNR | State Street Spdr S&p Global | -1.7% | -10.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sendero Wealth Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$10.0億，共申報了 161 個公開持股部位。
在 Q4 2024 季度，Sendero Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTI (22.9%)、GNR (4.6%)、ITOT (4.0%)。其中最大持股部位 VTI 佔據整體投資組合約 22.9% 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
ANET
市值: US$1251.7萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$1045.6萬
在 Q4 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 24 個部位、減碼 14 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。