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: 0001906613
申報總市值
US$5.7億
US$5.7億
85 檔
24.1%
截至 Q4 2024 季度末，Solidarity Wealth, LLC 的美股持倉估值約為 US$5.7億，全數申報部位共有 85 檔。
Q4 2024 的申報記錄反映 Solidarity Wealth, LLC 的板塊替換策略：機構本季推動了 28 筆增持與 21 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, AMZN, MSFT）占據了總市值的 24.1%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 10.50% | -0.76% | -2.13% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.48% | +0.07% | +0.78% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.54% | -0.54% | -0.12% | |
| 4 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 6.35% | -0.79% | +0.79% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.13% | +0.56% | +3.50% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.56% | -0.20% | +0.65% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.98% | +0.12% | +1.63% | |
| 8 | AZO | Autozone Inc | 股票-循環性消費 | 3.37% | -0.42% | -3.42% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 3.00% | -0.13% | +6.25% | |
| 10 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.77% | -0.31% | +4.33% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.76% | -1.96% | +1.06% | |
| 12 | NRP | Natural Resource Partners LP | 股票-其他 | 2.67% | -1.06% | +97.76% | |
| 13 | MKL | Markel Group Inc | 股票-金融 | 2.54% | -0.15% | +3.05% | |
| 14 | RTX | Rtx CORP | 股票-工業 | 2.21% | -0.03% | +28.80% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.17% | -0.10% | -5.36% | |
| 16 | FICO | Fair Isaac CORP | 股票-科技 | 2.03% | +0.26% | -8.24% | |
| 17 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.90% | +0.80% | -15.48% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.88% | — | +0.30% | |
| 19 | ASML | ASML Holding N.V. | 股票-科技 | 1.85% | +0.45% | +44.98% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.78% | -0.20% | +20.65% | |
| 21 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.74% | -0.05% | -0.59% | |
| 22 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.47% | -1.63% | EXIT | |
| 23 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.45% | — | +2.12% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.43% | — | +2.88% | |
| 25 | FDX | Fedex CORP | 股票-工業 | 1.37% | — | -11.82% | |
| 26 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.21% | -0.09% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.06% | -0.05% | EXIT | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.99% | +0.24% | -4.44% | |
| 29 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.86% | -0.25% | +6.39% | |
| 30 | CME | Cme Group Inc | 股票-金融 | 0.76% | -0.23% | -32.78% | |
| 31 | CSGP | Costar Group Inc | 股票-房地產 | 0.71% | -0.63% | EXIT | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.71% | -1.38% | -0.21% | |
| 33 | TDG | Transdigm Group Inc | 股票-工業 | 0.64% | — | +5.47% | |
| 34 | GPGI | Gpgi Inc | 股票-其他 | 0.56% | — | — | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 0.52% | — | -2.42% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.48% | — | — | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | +0.05% | +1.18% | |
| 38 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.44% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.28% | -0.13% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | +0.06% | — | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.36% | +0.28% | -5.45% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.35% | +0.01% | +3.22% | |
| 43 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.35% | -0.01% | +627.50% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.30% | -0.06% | -0.67% | |
| 45 | SIRI | Sirius Xm Holdings Inc | 股票-通訊服務 | 0.29% | — | -11.35% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.29% | — | — | |
| 47 | SPG | Simon Property Group Inc | 股票-房地產 | 0.28% | +0.02% | — | |
| 48 | UBER | Uber Technologies Inc | 股票-工業 | 0.28% | — | -16.67% | |
| 49 | DTI | Drilling Tools International | 股票-其他 | 0.27% | -0.14% | — | |
| 50 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.26% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NRP | Natural Resource Partners LP | +1.4% | +97.76% | 加碼 |
| 2 | APD | Air Products & Chemicals Inc | +1.2% | NEW | 新建倉 |
| 3 | IJR | Ishares Core S&p Small-cap E | +1.1% | NEW | 新建倉 |
| 4 | AMZN | Amazon.com Inc | +0.9% | +0.78% | 加碼 |
| 5 | CSGP | Costar Group Inc | +0.7% | NEW | 新建倉 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +3.50% | 加碼 |
| 7 | GPGI | Gpgi Inc | +0.6% | NEW | 新建倉 |
| 8 | ALSN | Allison Transmission Holding | +0.5% | +0.79% | 加碼 |
| 9 | MRK | Merck & Co. Inc. | +0.5% | NEW | 新建倉 |
| 10 | V | Visa Inc-class A Shares | +0.4% | +1.63% | 加碼 |
| 11 | FCNCA | First Citizens Bcshs -cl A | +0.4% | NEW | 新建倉 |
| 12 | RTX | Rtx CORP | +0.3% | +28.80% | 加碼 |
| 13 | LOW | Lowe's Cos Inc | +0.3% | +627.50% | 加碼 |
| 14 | AMGN | Amgen Inc | +0.3% | NEW | 新建倉 |
| 15 | META | Meta Platforms Inc-class A | +0.3% | +20.65% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.3% | +6.25% | 加碼 |
| 17 | ASML | ASML Holding N.V. | +0.3% | +44.98% | 加碼 |
| 18 | MKL | Markel Group Inc | +0.2% | +3.05% | 加碼 |
| 19 | SHOP | Shopify Inc - Class A | +0.2% | NEW | 新建倉 |
| 20 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建倉 |
| 21 | AAPL | Apple Inc | +0.1% | -2.13% | 減碼 |
| 22 | SOFI | Sofi Technologies Inc | +0.1% | — | 不變 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | -5.36% | 減碼 |
| 24 | ORLY | O'reilly Automotive Inc | +0.1% | +4.33% | 加碼 |
| 25 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | NEW | 新建倉 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | 新建倉 |
| 27 | C | Citigroup Inc | +0.1% | -0.21% | 減碼 |
| 28 | PYPL | Paypal Holdings Inc | -0.1% | EXIT | 清倉 |
| 29 | KO | Coca-cola Co/the | -0.1% | EXIT | 清倉 |
| 30 | SBUX | Starbucks CORP | -0.1% | EXIT | 清倉 |
| 31 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 32 | UBER | Uber Technologies Inc | -0.2% | -16.67% | 減碼 |
| 33 | FDX | Fedex CORP | -0.2% | -11.82% | 減碼 |
| 34 | FICO | Fair Isaac CORP | -0.2% | -8.24% | 減碼 |
| 35 | MCD | Mcdonald's CORP | -0.2% | +1.06% | 加碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.3% | -4.44% | 減碼 |
| 37 | NEE | Nextera Energy Inc | -0.3% | +2.88% | 加碼 |
| 38 | NKE | Nike Inc -cl B | -0.3% | +2.12% | 加碼 |
| 39 | EW | Edwards Lifesciences CORP | -0.3% | EXIT | 清倉 |
| 40 | VZ | Verizon Communications Inc | -0.3% | -0.59% | 減碼 |
| 41 | CME | Cme Group Inc | -0.4% | -32.78% | 減碼 |
| 42 | MTD | Mettler-toledo International | -0.4% | +0.88% | 加碼 |
| 43 | ADBE | Adobe Inc | -0.4% | +0.30% | 加碼 |
| 44 | MSFT | Microsoft CORP | -0.4% | -0.12% | 減碼 |
| 45 | DE | Deere & Co | -0.5% | -74.23% | 減碼 |
| 46 | CPRT | Copart Inc | -0.6% | EXIT | 清倉 |
| 47 | OIH | Vaneck Oil Services ETF | -0.8% | EXIT | 清倉 |
| 48 | MSCI | Msci Inc | -1% | EXIT | 清倉 |
| 49 | AMT | American Tower CORP | -1.3% | EXIT | 清倉 |
| 50 | MZTI | Marzetti Company/the | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Solidarity Wealth, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$5.7億，共申報了 85 個公開持股部位。
在 Q4 2024 季度，Solidarity Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (10.5%)、AMZN (7.5%)、MSFT (6.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.5% 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
APD
市值: US$464.4萬
本季最大獲利了結 / 清倉標的
MZTI
前期市值: US$541.3萬
在 Q4 2024 季度中，Solidarity Wealth, LLC 共進行了 49 項持倉異動，包含新建倉 11 個部位、加碼 17 個部位、減碼 11 個部位以及清倉 10 個部位。 其中最大新建倉標的為 APD。 本季清倉部位包含 MZTI。
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。