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: 0001599900
申報總市值
US$200.7億
US$200.7億
1200 檔
9.3%
Sequoia Financial Advisors, LLC 在 Q2 2024 季度的美股部位總計估值為 US$200.7億，分散於 1200 個持倉標的之中，反映其市場參與廣度與投資規模。
Sequoia Financial Advisors, LLC 於 Q2 2024 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 24 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 VTI, VONG, AAPL）累計市值佔比達 9.3%，是驅動 Sequoia Financial Advisors, 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 1200 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 | 9.45% | +0.26% | +4.07% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.75% | +0.04% | +1.21% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.23% | +0.10% | +1.73% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.12% | +0.06% | +4.29% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.05% | -0.04% | +8.27% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.72% | +0.21% | +888.83% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.57% | — | +1.11% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.98% | +0.10% | +19.41% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.67% | -0.03% | +4.53% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.49% | +0.08% | -3.02% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.31% | -0.29% | -3.26% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.30% | -0.03% | -4.72% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.25% | +0.03% | +2.77% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.13% | +0.01% | -1.59% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | +0.13% | +2.19% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | -0.06% | -1.83% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.08% | +0.05% | +5.57% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.02% | — | +0.88% | |
| 19 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.96% | +0.10% | -3.70% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.15% | +54.24% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.92% | — | +1.64% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.91% | -0.01% | +6.68% | |
| 23 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.84% | — | — | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.82% | +0.02% | — | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.07% | +13.04% | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.70% | +0.03% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | +0.10% | +5.20% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.69% | — | -11.09% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.18% | +13.94% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.67% | +0.01% | -0.48% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | +0.02% | -3.51% | |
| 32 | FMB | First Trust Managed Municipa | ETF-其他 | 0.63% | -0.01% | +3.77% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.62% | +0.01% | -1.66% | |
| 34 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.61% | — | +0.01% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.59% | -0.01% | -0.11% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.17% | +4.89% | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.56% | — | +5.98% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 0.55% | -0.10% | +8.49% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.54% | -0.09% | +3.98% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +0.05% | -0.79% | |
| 41 | AMT | American Tower CORP | 股票-房地產 | 0.52% | — | -25.19% | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 0.52% | -0.02% | +17.69% | |
| 43 | PLNT | Planet Fitness Inc - Cl A | 股票-循環性消費 | 0.51% | — | +39.05% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | -0.02% | +1.33% | |
| 45 | VICI | Vici Properties Inc | 股票-房地產 | 0.50% | -0.02% | +0.09% | |
| 46 | DFAI | Dimensional International Co | ETF-其他 | 0.50% | -0.01% | +7.33% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.48% | +0.01% | -0.71% | |
| 48 | DFAT | Dimensional US Target Value | ETF-其他 | 0.47% | — | +5.05% | |
| 49 | HON | Honeywell International Inc | 股票-工業 | 0.47% | -0.16% | EXIT | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | -0.10% | +13.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | +0.8% | NEW | 新建倉 |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.8% | NEW | 新建倉 |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.7% | NEW | 新建倉 |
| 4 | NVDA | Nvidia CORP | +0.6% | +888.83% | 加碼 |
| 5 | AAPL | Apple Inc | +0.6% | +1.73% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.4% | +54.24% | 加碼 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +4.07% | 加碼 |
| 8 | LH | Labcorp Holdings Inc | +0.3% | NEW | 新建倉 |
| 9 | MSFT | Microsoft CORP | +0.3% | +8.27% | 加碼 |
| 10 | CHDN | Churchill Downs Inc | +0.3% | NEW | 新建倉 |
| 11 | DFAU | Dimensional US Core Equity M | +0.3% | +19.41% | 加碼 |
| 12 | WYNN | Wynn Resorts LTD | +0.3% | +6720.37% | 加碼 |
| 13 | DFAX | Dimensional World Ex US Core | +0.2% | NEW | 新建倉 |
| 14 | CZR | Caesars Entertainment Inc | +0.2% | +183.25% | 加碼 |
| 15 | VONG | Vanguard Russell 1000 Growth | +0.2% | +1.21% | 加碼 |
| 16 | WM | Waste Management Inc | +0.2% | +118.94% | 加碼 |
| 17 | PLNT | Planet Fitness Inc - Cl A | +0.2% | +39.05% | 加碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.02% | 減碼 |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | +2.19% | 加碼 |
| 20 | MCHP | Microchip Technology Inc | +0.2% | +118.19% | 加碼 |
| 21 | XYL | Xylem Inc | +0.2% | +63.41% | 加碼 |
| 22 | LLY | Eli Lilly & Co | +0.2% | +13.94% | 加碼 |
| 23 | NXPI | NXP Semiconductors N.V. | +0.1% | +80.86% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +1.11% | 加碼 |
| 25 | TKO | Tko Group Holdings Inc | +0.1% | +0.01% | 加碼 |
| 26 | COST | Costco Wholesale CORP | +0.1% | +13.67% | 加碼 |
| 27 | PEP | Pepsico Inc | +0.1% | +46.43% | 加碼 |
| 28 | QCOM | Qualcomm Inc | +0.1% | +54.75% | 加碼 |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +13.04% | 加碼 |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | -0.48% | 減碼 |
| 31 | ACWI | Ishares Msci Acwi ETF | +0.1% | +4.53% | 加碼 |
| 32 | IXUS | Ishares Core Intl Stock ETF | 0% | +4.29% | 加碼 |
| 33 | CSCO | Cisco Systems Inc | -0.1% | -57.18% | 減碼 |
| 34 | BX | Blackstone Inc | -0.1% | -40.40% | 減碼 |
| 35 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -19.99% | 減碼 |
| 36 | WD | Walker & Dunlop Inc | -0.1% | -34.40% | 減碼 |
| 37 | SCHR | Schwab Intermediate-term US | -0.2% | -94.15% | 減碼 |
| 38 | SCHW | Schwab (charles) CORP | -0.2% | -80.59% | 減碼 |
| 39 | NKE | Nike Inc -cl B | -0.2% | -88.60% | 減碼 |
| 40 | VCIT | Vanguard Int-term Corporate | -0.2% | -27.55% | 減碼 |
| 41 | AMT | American Tower CORP | -0.2% | -25.19% | 減碼 |
| 42 | BAX | Baxter International Inc | -0.2% | -97.19% | 減碼 |
| 43 | VMBS | Vanguard Mortgage-backed Sec | -0.3% | -85.68% | 減碼 |
| 44 | LVS | Las Vegas Sands CORP | -0.3% | -98.90% | 減碼 |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | -0.3% | -96.82% | 減碼 |
| 46 | ✓ | Laboratory Corp. of America | -0.4% | EXIT | 清倉 |
| 47 | GOVT | Ishares US Treasury Bond ETF | -0.4% | -94.70% | 減碼 |
| 48 | TLH | Ishares 10-20 Year Treasury | -0.7% | -93.11% | 減碼 |
| 49 | FBND | Fidelity Total Bond ETF | -1.1% | -76.61% | 減碼 |
| 50 | AGG | Ishares Core U.s. Aggregate | -2.4% | -89.88% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sequoia Financial Advisors, LLC 在 Q2 2024 季度的美股持倉總市值約為 US$200.7億，共申報了 1200 個公開持股部位。
在 Q2 2024 季度，Sequoia Financial Advisors, LLC 按市值排列的前三大核心持股分別為：VTI (9.4%)、VONG (3.8%)、AAPL (3.2%)。其中最大持股部位 VTI 佔據整體投資組合約 9.4% 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
JPIE
市值: US$7000.5萬
本季最大獲利了結 / 清倉標的
Laboratory Corp. of America
前期市值: US$2952.7萬
在 Q2 2024 季度中，Sequoia Financial Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 24 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 JPIE。 本季清倉部位包含 Laboratory Corp. of America。
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。