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: 0001157436
申報總市值
US$10.0億
US$10.0億
374 檔
12.2%
在 Q3 2024 的 13F 官方備案中，Sheets Smith Wealth Management 管理的美股投資組合規模來到 US$10.0億，整體持股檔數為 374 檔。
從 Q3 2024 申報觀察，Sheets Smith Wealth Management 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 6 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Sheets Smith Wealth Management 的前 5 大核心持股（包含 VOO, IVV, KO 等）合計佔整體申報市值的 12.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 374 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.83% | -0.01% | -35.18% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.81% | +0.10% | -0.41% | |
| 3 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.91% | -0.25% | +0.00% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.23% | +0.04% | -0.05% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.19% | +0.24% | -1.31% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.16% | +0.03% | -4.88% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.90% | +0.01% | -2.32% | |
| 8 | CPRT | Copart Inc | 股票-工業 | 1.80% | -0.20% | +0.09% | |
| 9 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.77% | -0.41% | +0.20% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 1.66% | -0.43% | -4.69% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.52% | +0.01% | -17.99% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.46% | +0.23% | -0.29% | |
| 13 | ECL | Ecolab Inc | 股票-原物料 | 1.45% | -0.08% | +0.20% | |
| 14 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.42% | +0.01% | -2.00% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.42% | +0.22% | +48.57% | |
| 16 | PSA | Public Storage | 股票-房地產 | 1.26% | +0.03% | -0.19% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.01% | -6.53% | |
| 18 | INTU | Intuit Inc | 股票-科技 | 1.21% | -0.27% | -0.16% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.19% | -0.21% | -50.27% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.16% | -0.19% | -0.61% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.15% | -0.10% | -1.89% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | -0.38% | -0.47% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.10% | +0.03% | -1.70% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.07% | +0.02% | -1.90% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.06% | -5.97% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.03% | -0.10% | +30.31% | |
| 27 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.95% | -0.25% | -0.12% | |
| 28 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.86% | — | +35.82% | |
| 29 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.84% | -0.12% | -0.12% | |
| 30 | EPD | Enterprise Products Partners | 股票-能源 | 0.83% | -0.13% | -5.08% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.82% | — | -30.97% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.82% | -0.11% | -3.14% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.82% | +0.01% | +0.00% | |
| 34 | AMGN | Amgen Inc | 股票-醫療保健 | 0.82% | -0.08% | +29.75% | |
| 35 | MCHP | Microchip Technology Inc | 股票-科技 | 0.81% | — | -0.18% | |
| 36 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-大型股與成長 | 0.74% | — | -9.96% | |
| 37 | GWW | Ww Grainger Inc | 股票-工業 | 0.72% | +0.06% | +0.12% | |
| 38 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.72% | -0.06% | — | |
| 39 | SPG | Simon Property Group Inc | 股票-房地產 | 0.67% | +0.03% | +0.01% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.67% | +0.02% | -0.85% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.63% | -0.32% | -0.12% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.61% | -0.01% | -0.03% | |
| 43 | WPC | Wp Carey Inc | 股票-房地產 | 0.60% | -0.05% | -8.12% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | +0.02% | -1.64% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.01% | -1.18% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.59% | -0.01% | +0.40% | |
| 47 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.56% | +0.01% | -0.45% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.54% | -0.05% | — | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.53% | -0.05% | -9.54% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | -0.08% | +0.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.5% | +48.57% | 加碼 |
| 2 | KO | Coca-cola Co/the | +0.4% | +0.00% | 加碼 |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | +0.3% | +30.31% | 加碼 |
| 4 | PSA | Public Storage | +0.3% | -0.19% | 減碼 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | -0.41% | 減碼 |
| 6 | GBIL | Goldman Sachs Access Treasur | +0.2% | +35.82% | 加碼 |
| 7 | AMGN | Amgen Inc | +0.2% | +29.75% | 加碼 |
| 8 | DORM | Dorman Products Inc | +0.2% | NEW | 新建倉 |
| 9 | TSCO | Tractor Supply Company | +0.2% | +0.20% | 加碼 |
| 10 | IQV | Iqvia Holdings Inc | +0.2% | -2.00% | 減碼 |
| 11 | SCHX | Schwab US Large-cap ETF | +0.2% | -0.05% | 減碼 |
| 12 | NKE | Nike Inc -cl B | +0.1% | -0.12% | 減碼 |
| 13 | ECL | Ecolab Inc | +0.1% | +0.20% | 加碼 |
| 14 | GWW | Ww Grainger Inc | +0.1% | +0.12% | 加碼 |
| 15 | HD | Home Depot Inc | +0.1% | -0.12% | 減碼 |
| 16 | ACN | Accenture plc | +0.1% | -3.14% | 減碼 |
| 17 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -1.89% | 減碼 |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | NEW | 新建倉 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +9.15% | 加碼 |
| 20 | SPG | Simon Property Group Inc | +0.1% | +0.01% | 加碼 |
| 21 | INTU | Intuit Inc | -0.1% | -0.16% | 減碼 |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -31.33% | 減碼 |
| 23 | MEDP | Medpace Holdings Inc | -0.1% | -22.33% | 減碼 |
| 24 | SIVR | Abrdn Physical Silver Shares | -0.1% | -60.67% | 減碼 |
| 25 | NVDA | Nvidia CORP | -0.1% | -6.53% | 減碼 |
| 26 | MSFT | Microsoft CORP | -0.1% | -5.97% | 減碼 |
| 27 | VHT | Vanguard Health Care ETF | -0.1% | -36.72% | 減碼 |
| 28 | TDW | Tidewater Inc | -0.1% | EXIT | 清倉 |
| 29 | VIS | Vanguard Industrials ETF | -0.1% | -29.06% | 減碼 |
| 30 | TXRH | Texas Roadhouse Inc | -0.1% | EXIT | 清倉 |
| 31 | FANG | Diamondback Energy Inc | -0.1% | EXIT | 清倉 |
| 32 | VDC | Vanguard Consumer Staple ETF | -0.1% | -75.33% | 減碼 |
| 33 | MCHP | Microchip Technology Inc | -0.1% | -0.18% | 減碼 |
| 34 | EL | Estee Lauder Companies-cl A | -0.1% | -70.22% | 減碼 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | -22.19% | 減碼 |
| 36 | AAPL | Apple Inc | -0.1% | -17.99% | 減碼 |
| 37 | IGM | Ishares Expanded Tech Sector | -0.1% | -27.89% | 減碼 |
| 38 | AMZN | Amazon.com Inc | -0.2% | -4.88% | 減碼 |
| 39 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | EXIT | 清倉 |
| 40 | STRL | Sterling Infrastructure Inc | -0.2% | EXIT | 清倉 |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | -1.31% | 減碼 |
| 42 | IBRX | Immunitybio Inc | -0.2% | — | 不變 |
| 43 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -30.97% | 減碼 |
| 44 | OKE | Oneok Inc | -0.3% | -57.40% | 減碼 |
| 45 | UPS | United Parcel Service-cl B | -0.3% | -90.08% | 減碼 |
| 46 | PAYX | Paychex Inc | -0.3% | -50.44% | 減碼 |
| 47 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清倉 |
| 48 | CVS | Cvs Health CORP | -0.5% | -70.95% | 減碼 |
| 49 | PEP | Pepsico Inc | -1.1% | -50.27% | 減碼 |
| 50 | VOO | Vanguard S&p 500 ETF | -1.6% | -35.18% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sheets Smith Wealth Management 在 Q3 2024 季度的美股持倉總市值約為 US$10.0億，共申報了 374 個公開持股部位。
在 Q3 2024 季度，Sheets Smith Wealth Management 按市值排列的前三大核心持股分別為：VOO (3.8%)、IVV (3.8%)、KO (2.9%)。其中最大持股部位 VOO 佔據整體投資組合約 3.8% 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
DORM
市值: US$133.5萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$289.9萬
在 Q3 2024 季度中，Sheets Smith Wealth Management 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 10 個部位、減碼 31 個部位以及清倉 6 個部位。 其中最大新建倉標的為 DORM。 本季清倉部位包含 BLKCHF。
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。