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
375 檔
12.6%
截至 Q4 2024 季度末，Sheets Smith Wealth Management 的美股持倉估值約為 US$10.0億，全數申報部位共有 375 檔。
Sheets Smith Wealth Management 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 8 個全新部位及加碼 13 檔持股的同時，亦同步清倉 3 檔並減碼 23 檔標的。
整體而言，Sheets Smith Wealth Management 的前 5 大持股（包含 VOO, IVV, GOOG）貢獻了組合市值的 12.6%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 375 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 | 4.19% | -0.01% | +7.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.56% | +0.10% | -8.27% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.62% | +0.24% | +5.10% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.56% | +0.03% | +0.69% | |
| 5 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.51% | -0.25% | +0.03% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.28% | +0.04% | +199.70% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.17% | +0.01% | -0.34% | |
| 8 | CPRT | Copart Inc | 股票-工業 | 1.96% | -0.20% | -0.39% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.74% | +0.01% | +7.07% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 1.61% | -0.43% | -2.17% | |
| 11 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.58% | -0.41% | +390.16% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.52% | +0.23% | -0.60% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | +0.01% | -1.73% | |
| 14 | ECL | Ecolab Inc | 股票-原物料 | 1.33% | -0.08% | -0.05% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.31% | +0.22% | +6.57% | |
| 16 | INTU | Intuit Inc | 股票-科技 | 1.22% | -0.27% | -0.16% | |
| 17 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.19% | -0.19% | -0.03% | |
| 18 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.18% | +0.01% | — | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.11% | -0.10% | +199.63% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.09% | +0.03% | -2.22% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.07% | -0.21% | +1.23% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.07% | +0.02% | +194.14% | |
| 23 | PSA | Public Storage | 股票-房地產 | 1.04% | +0.03% | -0.05% | |
| 24 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.02% | -0.25% | -3.78% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.01% | -0.06% | -0.27% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.38% | -5.67% | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.90% | -0.10% | -9.84% | |
| 28 | EPD | Enterprise Products Partners | 股票-能源 | 0.89% | -0.13% | — | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.82% | — | +1.38% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.82% | +0.01% | +0.00% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.81% | -0.11% | -0.11% | |
| 32 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.73% | -0.12% | +2.09% | |
| 33 | GWW | Ww Grainger Inc | 股票-工業 | 0.73% | +0.06% | -0.18% | |
| 34 | SPG | Simon Property Group Inc | 股票-房地產 | 0.71% | +0.03% | +4.99% | |
| 35 | NOW | Servicenow Inc | 股票-科技 | 0.70% | -0.05% | +9.62% | |
| 36 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-大型股與成長 | 0.68% | — | -9.57% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.68% | +0.02% | -0.53% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.01% | -0.46% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.65% | -0.08% | -1.17% | |
| 40 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.64% | -0.06% | — | |
| 41 | WPC | Wp Carey Inc | 股票-房地產 | 0.64% | -0.05% | +22.31% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.63% | -0.32% | +3.79% | |
| 43 | MCHP | Microchip Technology Inc | 股票-科技 | 0.58% | — | — | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.57% | -0.01% | +42.71% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | +0.02% | -1.19% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.57% | -0.01% | -1.05% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.55% | -0.05% | +10.92% | |
| 48 | OUSM | Alps Oshares US Small-cap Qu | ETF-其他 | 0.54% | -0.03% | +18.89% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.54% | -0.01% | -1.61% | |
| 50 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.51% | -0.10% | -1.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | +0.5% | NEW | 新建倉 |
| 2 | BLK | Blackrock Inc | +0.5% | NEW | 新建倉 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +5.10% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +0.69% | 加碼 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | +7.54% | 加碼 |
| 6 | V | Visa Inc-class A Shares | +0.3% | -0.34% | 減碼 |
| 7 | AAPL | Apple Inc | +0.2% | +7.07% | 加碼 |
| 8 | CPRT | Copart Inc | +0.2% | -0.39% | 減碼 |
| 9 | DGRO | Ishares Core Dividend Growth | +0.2% | +42.71% | 加碼 |
| 10 | NOW | Servicenow Inc | +0.2% | +9.62% | 加碼 |
| 11 | GTLS | Chart Industries Inc | +0.1% | +38.42% | 加碼 |
| 12 | ✓ | Roadzen Inc | +0.1% | NEW | 新建倉 |
| 13 | NVDA | Nvidia CORP | +0.1% | -1.73% | 減碼 |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +37.42% | 加碼 |
| 15 | APP | Applovin Corp-class A | +0.1% | -11.01% | 減碼 |
| 16 | TEAM | Atlassian Corp-cl A | +0.1% | NEW | 新建倉 |
| 17 | TOST | Toast Inc-class A | +0.1% | NEW | 新建倉 |
| 18 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建倉 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.46% | 減碼 |
| 21 | ROAD | Construction Partners Inc-a | +0.1% | NEW | 新建倉 |
| 22 | OUSA | Alps Oshares US Quality Divi | -0.1% | EXIT | 清倉 |
| 23 | PRF | Invesco Rafi US 1000 ETF | -0.1% | -24.49% | 減碼 |
| 24 | OTIS | Otis Worldwide CORP | -0.1% | — | 不變 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -46.44% | 減碼 |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | EXIT | 清倉 |
| 27 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -39.68% | 減碼 |
| 28 | GIS | General Mills Inc | -0.1% | -12.60% | 減碼 |
| 29 | UNH | Unitedhealth Group Inc | -0.1% | -8.49% | 減碼 |
| 30 | IBRX | Immunitybio Inc | -0.1% | -4.81% | 減碼 |
| 31 | VCIT | Vanguard Int-term Corporate | -0.1% | -15.43% | 減碼 |
| 32 | PFF | Ishares Preferred & Income S | -0.1% | EXIT | 清倉 |
| 33 | NKE | Nike Inc -cl B | -0.1% | +2.09% | 加碼 |
| 34 | ODD | Oddity Tech Ltd. | -0.1% | -51.46% | 減碼 |
| 35 | LLY | Eli Lilly & Co | -0.1% | +6.57% | 加碼 |
| 36 | ECL | Ecolab Inc | -0.1% | -0.05% | 減碼 |
| 37 | PEP | Pepsico Inc | -0.1% | +1.23% | 加碼 |
| 38 | CVS | Cvs Health CORP | -0.1% | -37.21% | 減碼 |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | -9.84% | 減碼 |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -63.46% | 減碼 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -5.67% | 減碼 |
| 42 | AGG | Ishares Core U.s. Aggregate | -0.2% | -47.81% | 減碼 |
| 43 | AMGN | Amgen Inc | -0.2% | -1.17% | 減碼 |
| 44 | TSCO | Tractor Supply Company | -0.2% | +390.16% | 加碼 |
| 45 | PSA | Public Storage | -0.2% | -0.05% | 減碼 |
| 46 | MCHP | Microchip Technology Inc | -0.2% | — | 不變 |
| 47 | IQV | Iqvia Holdings Inc | -0.2% | — | 不變 |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.3% | -8.27% | 減碼 |
| 49 | KO | Coca-cola Co/the | -0.4% | +0.03% | 加碼 |
| 50 | GBIL | Goldman Sachs Access Treasur | -0.5% | -52.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sheets Smith Wealth Management 在 Q4 2024 季度的美股持倉總市值約為 US$10.0億，共申報了 375 個公開持股部位。
在 Q4 2024 季度，Sheets Smith Wealth Management 按市值排列的前三大核心持股分別為：VOO (4.2%)、IVV (3.6%)、GOOG (2.6%)。其中最大持股部位 VOO 佔據整體投資組合約 4.2% 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
UBER
市值: US$370.5萬
本季最大獲利了結 / 清倉標的
PFF
前期市值: US$90.2萬
在 Q4 2024 季度中，Sheets Smith Wealth Management 共進行了 47 項持倉異動，包含新建倉 8 個部位、加碼 13 個部位、減碼 23 個部位以及清倉 3 個部位。 其中最大新建倉標的為 UBER。 本季清倉部位包含 PFF。
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。