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: 0001858740
申報總市值
US$33.1億
US$33.1億
2156 檔
15.8%
Q3 2024 季度申報顯示，Spire Wealth Management 揭露的美股組合總市值為 US$33.1億，涵蓋 2156 個不同之權益投資部位。
Spire Wealth Management 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 31 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 IVV, AAPL, JPST）占據了總市值的 15.8%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2156 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.37% | -0.02% | -6.61% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.16% | -0.12% | +6.52% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.46% | -0.12% | +33.54% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.05% | -0.13% | +2.59% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.19% | -6.50% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.43% | +0.30% | -11.51% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.22% | -0.03% | +0.74% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.69% | +0.06% | -0.71% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.06% | +2.32% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.31% | -0.01% | +119.50% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.28% | -0.31% | +4.59% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.16% | -0.12% | -1.60% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 1.11% | -0.06% | -4.71% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.05% | -0.05% | -0.41% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.01% | -0.16% | +15.22% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.00% | -0.01% | -3.23% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.99% | +0.01% | -2.14% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.97% | +0.14% | +4.05% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.95% | -0.03% | -6.44% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.92% | -0.10% | +0.33% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.92% | +0.14% | -10.82% | |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.90% | -0.09% | -0.50% | |
| 23 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.90% | — | -0.28% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 0.82% | -0.06% | -12.00% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.78% | -0.12% | -19.34% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.77% | — | -2.49% | |
| 27 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.75% | -0.03% | -11.69% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.74% | -0.02% | -2.12% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.74% | +0.01% | -9.63% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.70% | -0.03% | +1.46% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | -0.05% | +2.10% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.01% | -4.40% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.65% | +0.01% | -0.01% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.64% | +0.06% | +0.45% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | +0.13% | +20.59% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.61% | +0.06% | -5.27% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.03% | +12.47% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | +0.06% | -4.19% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.52% | +0.11% | -0.28% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.01% | -11.62% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.03% | +2.92% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.50% | +0.02% | -2.70% | |
| 43 | NFLX | Netflix Inc | 股票-通訊服務 | 0.49% | -0.17% | +83.00% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.47% | -0.04% | -1.17% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.45% | -0.14% | +7.26% | |
| 46 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.44% | -0.04% | +21.25% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.43% | -0.10% | +27.22% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.42% | -0.03% | -1.38% | |
| 49 | UBER | Uber Technologies Inc | 股票-工業 | 0.42% | -0.02% | +13.01% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | — | -0.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.8% | +33.54% | 加碼 |
| 2 | VGSH | Vanguard Short-term Treasury | +0.7% | +119.50% | 加碼 |
| 3 | AAPL | Apple Inc | +0.5% | +6.52% | 加碼 |
| 4 | TDG | Transdigm Group Inc | +0.3% | +2380.72% | 加碼 |
| 5 | ISRG | Intuitive Surgical Inc | +0.2% | +324.81% | 加碼 |
| 6 | NFLX | Netflix Inc | +0.2% | +83.00% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.2% | +175.17% | 加碼 |
| 8 | APH | Amphenol Corp-cl A | +0.2% | +16857.27% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +4.59% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.1% | +15.22% | 加碼 |
| 11 | WMT | Walmart Inc | +0.1% | +27.22% | 加碼 |
| 12 | NEE | Nextera Energy Inc | +0.1% | +21.25% | 加碼 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +20.59% | 加碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +12.47% | 加碼 |
| 15 | HD | Home Depot Inc | +0.1% | +7.26% | 加碼 |
| 16 | HCA | Hca Healthcare Inc | +0.1% | +239.31% | 加碼 |
| 17 | SSO | Proshares Ultra S&p500 | +0.1% | +21.85% | 加碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | +38.34% | 加碼 |
| 19 | IVE | Ishares S&p 500 Value ETF | 0% | -0.41% | 減碼 |
| 20 | HAL | Halliburton Co | -0.1% | -61.18% | 減碼 |
| 21 | SNA | Snap-on Inc | -0.1% | -66.96% | 減碼 |
| 22 | PCAR | Paccar Inc | -0.1% | -64.35% | 減碼 |
| 23 | CSX | Csx CORP | -0.1% | -58.84% | 減碼 |
| 24 | ZTS | Zoetis Inc | -0.1% | -52.69% | 減碼 |
| 25 | IDXX | Idexx Laboratories Inc | -0.1% | -61.48% | 減碼 |
| 26 | FFIV | F5 Inc | -0.1% | -96.19% | 減碼 |
| 27 | DE | Deere & Co | -0.1% | -60.12% | 減碼 |
| 28 | MTD | Mettler-toledo International | -0.1% | -65.11% | 減碼 |
| 29 | DXCM | Dexcom Inc | -0.1% | -45.95% | 減碼 |
| 30 | MAT | Mattel Inc | -0.1% | -99.92% | 減碼 |
| 31 | TGT | Target CORP | -0.1% | -59.86% | 減碼 |
| 32 | IEX | Idex CORP | -0.1% | -67.43% | 減碼 |
| 33 | INGR | Ingredion Inc | -0.1% | -70.81% | 減碼 |
| 34 | MCD | Mcdonald's CORP | -0.1% | -46.69% | 減碼 |
| 35 | IWY | Ishares Russell Top 200 Grow | -0.1% | -57.95% | 減碼 |
| 36 | WST | West Pharmaceutical Services | -0.1% | -67.23% | 減碼 |
| 37 | ADP | Automatic Data Processing | -0.1% | -62.86% | 減碼 |
| 38 | AGCO | Agco CORP | -0.1% | -98.76% | 減碼 |
| 39 | PEP | Pepsico Inc | -0.1% | -48.19% | 減碼 |
| 40 | ECL | Ecolab Inc | -0.1% | -75.82% | 減碼 |
| 41 | DRI | Darden Restaurants Inc | -0.2% | -96.74% | 減碼 |
| 42 | ATKR | Atkore Inc | -0.2% | -99.01% | 減碼 |
| 43 | CRM | Salesforce Inc | -0.2% | -48.25% | 減碼 |
| 44 | XLK | Ss Technology Select Sector | -0.2% | -10.82% | 減碼 |
| 45 | ACN | Accenture plc | -0.2% | -66.21% | 減碼 |
| 46 | XLC | Ss Comm Select Sector Spdr | -0.2% | -19.34% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.2% | +2.32% | 加碼 |
| 48 | BKLN | Invesco Senior Loan ETF | -0.2% | -64.55% | 減碼 |
| 49 | VGT | Vanguard Info Tech ETF | -0.4% | -11.51% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.4% | -6.50% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Spire Wealth Management 在 Q3 2024 季度的美股持倉總市值約為 US$33.1億，共申報了 2156 個公開持股部位。
在 Q3 2024 季度，Spire Wealth Management 按市值排列的前三大核心持股分別為：IVV (4.4%)、AAPL (4.2%)、JPST (3.5%)。其中最大持股部位 IVV 佔據整體投資組合約 4.4% 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。
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$8358.0萬
在 Q3 2024 季度中，Spire Wealth Management 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 19 個部位、減碼 31 個部位以及清倉 0 個部位。
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。