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: 0001482012
申報總市值
US$23.0億
US$23.0億
245 檔
16.6%
截至 Q4 2024 季度末，Smith Salley Wealth Management 的美股持倉估值約為 US$23.0億，全數申報部位共有 245 檔。
觀察 Q4 2024 的申報異動，Smith Salley Wealth Management 採取了強勁的買進策略，建倉與加碼動作（合計 36 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。
整體而言，Smith Salley Wealth Management 的前 5 大持股（包含 AAPL, MSFT, NVDA）貢獻了組合市值的 16.6%，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 245 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 | AAPL | Apple Inc | 股票-科技 | 6.34% | -0.13% | +0.81% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.93% | -0.54% | +1.85% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.63% | -0.04% | +2.80% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.57% | -0.19% | +2.41% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.11% | +0.25% | +10.13% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.05% | -0.34% | +4.16% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.90% | -0.07% | +0.76% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.85% | -0.26% | +0.89% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.24% | -0.04% | +1.17% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.04% | -0.43% | +1.74% | |
| 11 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.98% | -0.32% | +1.53% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.94% | -0.02% | +0.82% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.66% | -0.16% | +1.93% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.63% | -0.14% | +0.20% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.63% | -0.19% | +13.94% | |
| 16 | BN | Brookfield CORP | 股票-金融 | 1.59% | -0.14% | +1.02% | |
| 17 | AME | Ametek Inc | 股票-工業 | 1.49% | -0.01% | +1.50% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.46% | -0.32% | +1.91% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 1.41% | — | +1.67% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.35% | -0.31% | +0.64% | |
| 21 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.30% | +0.05% | +0.86% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.26% | +0.57% | +34.04% | |
| 23 | MRVL | Marvell Technology Inc | 股票-科技 | 1.25% | -0.05% | +5.65% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.25% | -0.24% | +1.02% | |
| 25 | LIN | Linde plc | 股票-原物料 | 1.25% | -0.13% | +0.83% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.21% | -0.56% | EXIT | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.20% | -0.24% | -1.64% | |
| 28 | SPGI | S&p Global Inc | 股票-金融 | 1.19% | -0.15% | +0.65% | |
| 29 | ROP | Roper Technologies Inc | 股票-科技 | 1.16% | -0.12% | +1.40% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.39% | -0.43% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 1.08% | -0.03% | +0.74% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.07% | -0.02% | -0.04% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | +0.72% | -0.93% | |
| 34 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.01% | — | +1.81% | |
| 35 | MKL | Markel Group Inc | 股票-金融 | 1.01% | -0.10% | +0.76% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.94% | +0.23% | +11.18% | |
| 37 | MDT | Medtronic plc | 股票-醫療保健 | 0.91% | -0.16% | +2.03% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.78% | +0.04% | +0.89% | |
| 39 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.76% | -0.20% | +1.87% | |
| 40 | CW | Curtiss-wright CORP | 股票-工業 | 0.71% | -0.04% | — | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.71% | — | +2.53% | |
| 42 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.70% | +0.09% | -4.44% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工業 | 0.64% | -0.26% | -11.57% | |
| 44 | TDG | Transdigm Group Inc | 股票-工業 | 0.62% | +0.06% | +3.87% | |
| 45 | XYL | Xylem Inc | 股票-工業 | 0.60% | -0.08% | +0.30% | |
| 46 | CHE | Chemed CORP | 股票-醫療保健 | 0.58% | — | +1.84% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.54% | -0.10% | +1.82% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.53% | +0.08% | -4.02% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.02% | +5.27% | |
| 50 | ANET | Arista Networks Inc | 股票-科技 | 0.51% | +0.28% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CW | Curtiss-wright CORP | +0.7% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +0.6% | +2.80% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +10.13% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.6% | +2.41% | 加碼 |
| 5 | ANET | Arista Networks Inc | +0.5% | NEW | 新建倉 |
| 6 | MRVL | Marvell Technology Inc | +0.5% | +5.65% | 加碼 |
| 7 | AAPL | Apple Inc | +0.4% | +0.81% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +0.76% | 加碼 |
| 9 | V | Visa Inc-class A Shares | +0.3% | +1.17% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.3% | -0.93% | 減碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.18% | 加碼 |
| 12 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +4.16% | 加碼 |
| 14 | MBB | Ishares Mbs ETF | +0.1% | +58.80% | 加碼 |
| 15 | AGZ | Ishares Agency Bond ETF | +0.1% | NEW | 新建倉 |
| 16 | BN | Brookfield CORP | +0.1% | +1.02% | 加碼 |
| 17 | MA | Mastercard Inc - A | +0.1% | +1.93% | 加碼 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +34.04% | 加碼 |
| 19 | BX | Blackstone Inc | +0.1% | NEW | 新建倉 |
| 20 | MKL | Markel Group Inc | +0.1% | +0.76% | 加碼 |
| 21 | AME | Ametek Inc | +0.1% | +1.50% | 加碼 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +56.41% | 加碼 |
| 23 | TSLA | Tesla Inc | +0.1% | +44.38% | 加碼 |
| 24 | TJX | Tjx Companies Inc | +0.1% | +1.74% | 加碼 |
| 25 | AMGN | Amgen Inc | -0.1% | -0.07% | 減碼 |
| 26 | SCHX | Schwab US Large-cap ETF | -0.1% | EXIT | 清倉 |
| 27 | JNJ | Johnson & Johnson | -0.1% | -1.70% | 減碼 |
| 28 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -4.17% | 減碼 |
| 29 | CHE | Chemed CORP | -0.1% | +1.84% | 加碼 |
| 30 | ROP | Roper Technologies Inc | -0.1% | +1.40% | 加碼 |
| 31 | UNP | Union Pacific CORP | -0.1% | +0.74% | 加碼 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | +13.94% | 加碼 |
| 33 | XYL | Xylem Inc | -0.1% | +0.30% | 加碼 |
| 34 | MDT | Medtronic plc | -0.1% | +2.03% | 加碼 |
| 35 | ADI | Analog Devices Inc | -0.1% | +1.67% | 加碼 |
| 36 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -88.39% | 減碼 |
| 37 | STZ | Constellation Brands Inc-a | -0.2% | +1.81% | 加碼 |
| 38 | LIN | Linde plc | -0.2% | +0.83% | 加碼 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | -0.04% | 減碼 |
| 40 | NOC | Northrop Grumman CORP | -0.2% | -11.57% | 減碼 |
| 41 | PEP | Pepsico Inc | -0.2% | -1.64% | 減碼 |
| 42 | LOW | Lowe's Cos Inc | -0.2% | +1.53% | 加碼 |
| 43 | NXPI | NXP Semiconductors N.V. | -0.2% | +0.86% | 加碼 |
| 44 | ABBV | Abbvie Inc | -0.2% | +0.82% | 加碼 |
| 45 | NEE | Nextera Energy Inc | -0.3% | +0.64% | 加碼 |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | EXIT | 清倉 |
| 47 | ELV | Elevance Health Inc | -0.4% | -4.44% | 減碼 |
| 48 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | 清倉 |
| 49 | HON | Honeywell International Inc | -0.7% | -76.70% | 減碼 |
| 50 | DEO | Diageo Plc-sponsored Adr | -0.7% | -90.65% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Smith Salley Wealth Management 在 Q4 2024 季度的美股持倉總市值約為 US$23.0億，共申報了 245 個公開持股部位。
在 Q4 2024 季度，Smith Salley Wealth Management 按市值排列的前三大核心持股分別為：AAPL (6.3%)、MSFT (5.9%)、NVDA (5.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.3% 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
CW
市值: US$1107.4萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$605.4萬
在 Q4 2024 季度中，Smith Salley Wealth Management 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 31 個部位、減碼 11 個部位以及清倉 3 個部位。 其中最大新建倉標的為 CW。 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。