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。
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CIK: 0001482012
申報總市值
US$23.0億
US$23.0億
235 檔
15.3%
Smith Salley Wealth Management 在 Q3 2024 季度的美股部位總計估值為 US$23.0億，分散於 235 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 Smith Salley Wealth Management 積極進場，新開立 3 個部位並同步加碼 38 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 MSFT, AAPL, NVDA）累計市值佔比達 15.3%，是驅動 Smith Salley Wealth Management 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 235 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 | MSFT | Microsoft CORP | 股票-科技 | 6.05% | -0.54% | +2.88% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.95% | -0.13% | +9.17% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.04% | -0.04% | +3.62% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.02% | -0.19% | +5.06% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.92% | -0.26% | +2.21% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.91% | -0.34% | +3.35% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.58% | -0.07% | +2.54% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.52% | +0.25% | +3.69% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.18% | -0.02% | +2.15% | |
| 10 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.18% | -0.32% | +8.57% | |
| 11 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.99% | -0.43% | +3.30% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.96% | -0.04% | +2.91% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.73% | -0.19% | +2.73% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.71% | -0.14% | +2.54% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.61% | -0.31% | +3.61% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.55% | -0.16% | +3.66% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.53% | — | +3.09% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.52% | -0.32% | +2.98% | |
| 19 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.52% | +0.05% | +2.83% | |
| 20 | BN | Brookfield CORP | 股票-金融 | 1.48% | -0.14% | +2.57% | |
| 21 | LIN | Linde plc | 股票-原物料 | 1.43% | -0.13% | +2.68% | |
| 22 | AME | Ametek Inc | 股票-工業 | 1.42% | -0.01% | +0.89% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.39% | -0.24% | +1.79% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.27% | -0.24% | +2.56% | |
| 25 | ROP | Roper Technologies Inc | 股票-科技 | 1.25% | -0.12% | +2.50% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.25% | -0.02% | +2.38% | |
| 27 | SPGI | S&p Global Inc | 股票-金融 | 1.24% | -0.15% | +2.41% | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.21% | -0.56% | EXIT | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.39% | +3.15% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 1.18% | -0.03% | -1.65% | |
| 31 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.18% | — | +7.90% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 1.15% | +0.57% | +3.16% | |
| 33 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.06% | +0.09% | +2.69% | |
| 34 | MDT | Medtronic plc | 股票-醫療保健 | 1.02% | -0.16% | +10.46% | |
| 35 | MKL | Markel Group Inc | 股票-金融 | 0.93% | -0.10% | +2.26% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 0.91% | -0.15% | EXIT | |
| 37 | NOC | Northrop Grumman CORP | 股票-工業 | 0.83% | -0.26% | +2.88% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | +0.72% | +967.21% | |
| 39 | MRVL | Marvell Technology Inc | 股票-科技 | 0.79% | -0.05% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | +0.23% | +9.20% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.75% | +0.04% | +2.51% | |
| 42 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.75% | — | -18.62% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.73% | — | +4.27% | |
| 44 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.72% | -0.20% | +4.57% | |
| 45 | XYL | Xylem Inc | 股票-工業 | 0.71% | -0.08% | +2.88% | |
| 46 | TDG | Transdigm Group Inc | 股票-工業 | 0.68% | +0.06% | +3854.59% | |
| 47 | CHE | Chemed CORP | 股票-醫療保健 | 0.66% | — | +2.91% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.55% | -0.10% | — | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | -0.03% | +1.91% | |
| 50 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.53% | +0.08% | +3.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +0.8% | NEW | 新建倉 |
| 2 | TDG | Transdigm Group Inc | +0.7% | +3854.59% | 加碼 |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | +0.6% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +0.5% | +9.17% | 加碼 |
| 5 | LOW | Lowe's Cos Inc | +0.4% | +8.57% | 加碼 |
| 6 | BN | Brookfield CORP | +0.2% | +2.57% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +3.35% | 加碼 |
| 8 | NEE | Nextera Energy Inc | +0.2% | +3.61% | 加碼 |
| 9 | RTX | Rtx CORP | +0.2% | +2.98% | 加碼 |
| 10 | ACN | Accenture plc | +0.2% | +10.95% | 加碼 |
| 11 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +728.25% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.21% | 加碼 |
| 13 | ABBV | Abbvie Inc | +0.2% | +2.15% | 加碼 |
| 14 | MDT | Medtronic plc | +0.1% | +10.46% | 加碼 |
| 15 | NOC | Northrop Grumman CORP | +0.1% | +2.88% | 加碼 |
| 16 | CL | Colgate-palmolive Co | +0.1% | NEW | 新建倉 |
| 17 | SPGI | S&p Global Inc | +0.1% | +2.41% | 加碼 |
| 18 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.73% | 加碼 |
| 19 | MA | Mastercard Inc - A | +0.1% | +3.66% | 加碼 |
| 20 | PNC | Pnc Financial Services Group | +0.1% | +2.51% | 加碼 |
| 21 | HD | Home Depot Inc | +0.1% | +8.84% | 加碼 |
| 22 | WMT | Walmart Inc | +0.1% | +9.95% | 加碼 |
| 23 | DUK | Duke Energy CORP | +0.1% | +8.94% | 加碼 |
| 24 | BAM | Brookfield Asset Mgmt-a | +0.1% | +2.93% | 加碼 |
| 25 | FBNC | First Bancorp/nc | 0% | — | 不變 |
| 26 | ABT | Abbott Laboratories | 0% | +2.56% | 加碼 |
| 27 | AVGO | Broadcom Inc | 0% | +967.21% | 加碼 |
| 28 | CHE | Chemed CORP | 0% | +2.91% | 加碼 |
| 29 | JNJ | Johnson & Johnson | 0% | +4.02% | 加碼 |
| 30 | LIN | Linde plc | 0% | +2.68% | 加碼 |
| 31 | TJX | Tjx Companies Inc | 0% | +3.30% | 加碼 |
| 32 | STZ | Constellation Brands Inc-a | 0% | +7.90% | 加碼 |
| 33 | UNP | Union Pacific CORP | 0% | -1.65% | 減碼 |
| 34 | V | Visa Inc-class A Shares | 0% | +2.91% | 加碼 |
| 35 | PG | Procter & Gamble Co/the | 0% | +2.54% | 加碼 |
| 36 | PEP | Pepsico Inc | -0.1% | +1.79% | 加碼 |
| 37 | JPM | Jpmorgan Chase & Co | -0.1% | +2.54% | 加碼 |
| 38 | ADSK | Autodesk Inc | -0.1% | EXIT | 清倉 |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | -22.62% | 減碼 |
| 40 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 41 | DEO | Diageo Plc-sponsored Adr | -0.2% | -18.62% | 減碼 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | +2.38% | 加碼 |
| 43 | NXPI | NXP Semiconductors N.V. | -0.3% | +2.83% | 加碼 |
| 44 | ASML | ASML Holding N.V. | -0.4% | +3.16% | 加碼 |
| 45 | NVDA | Nvidia CORP | -0.4% | +3.62% | 加碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.4% | +3.69% | 加碼 |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | -0.4% | EXIT | 清倉 |
| 48 | DG | Dollar General CORP | -0.6% | EXIT | 清倉 |
| 49 | MSFT | Microsoft CORP | -0.7% | +2.88% | 加碼 |
| 50 | INTC | Intel CORP | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Smith Salley Wealth Management 在 Q3 2024 季度的美股持倉總市值約為 US$23.0億，共申報了 235 個公開持股部位。
在 Q3 2024 季度，Smith Salley Wealth Management 按市值排列的前三大核心持股分別為：MSFT (6.0%)、AAPL (6.0%)、NVDA (5.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 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
MRVL
市值: US$1205.4萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$971.7萬
在 Q3 2024 季度中，Smith Salley Wealth Management 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 38 個部位、減碼 3 個部位以及清倉 5 個部位。 其中最大新建倉標的為 MRVL。 本季清倉部位包含 INTC。
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。