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: 0001858740
申報總市值
US$33.1億
US$33.1億
2440 檔
17.3%
在 Q4 2024 的 13F 官方備案中，Spire Wealth Management 管理的美股投資組合規模來到 US$33.1億，整體持股檔數為 2440 檔。
Spire Wealth Management 於 Q4 2024 展現出進攻型調倉步調，本季推動了 14 檔股票的新建倉與 24 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Spire Wealth Management 的前 5 大核心持股（包含 IVV, AAPL, JPST 等）合計佔整體申報市值的 17.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 2440 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 | 4.44% | -0.02% | +8.04% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.34% | -0.12% | +5.36% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.45% | -0.12% | +8.89% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.02% | -0.13% | -2.75% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.55% | -0.03% | +5.63% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.44% | +0.30% | +3.06% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.19% | -0.89% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.66% | +0.06% | +4.24% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.54% | +0.06% | +1.89% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.34% | -0.31% | +10.89% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.23% | -0.01% | +3.22% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 1.14% | -0.06% | +4.54% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.00% | -0.12% | -1.74% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | -0.16% | +1.98% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.96% | -0.05% | +2.85% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.90% | +0.06% | +52.15% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.86% | +0.01% | -0.80% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.80% | -0.10% | -1.23% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.79% | -0.03% | +1.44% | |
| 20 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.79% | — | -0.99% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.79% | +0.14% | +1.38% | |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.79% | -0.09% | -1.02% | |
| 23 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.78% | -0.03% | +3.26% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.78% | -0.12% | +1.78% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.78% | -0.06% | -3.34% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.01% | +0.97% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.69% | +0.01% | +4.97% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.68% | -0.05% | +18.23% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.64% | +0.06% | +3.02% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | +0.01% | -0.29% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | -0.03% | +1.40% | |
| 32 | UDOW | Proshares Ultrapro Dow30 | ETF-其他 | 0.61% | — | — | |
| 33 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | -0.17% | +8.90% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | +0.06% | +8.43% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | -0.01% | +4.19% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.56% | — | -13.69% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.54% | +0.13% | -6.43% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | +0.11% | +5.18% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.52% | -0.02% | +17.41% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.03% | -6.82% | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.50% | -0.02% | -19.63% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.49% | +0.07% | — | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.48% | +0.02% | +0.45% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.47% | -0.10% | +6.18% | |
| 45 | ANET | Arista Networks Inc | 股票-科技 | 0.47% | +0.05% | — | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | -0.14% | +15.51% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | -0.01% | -49.74% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.43% | +0.14% | -51.05% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.03% | -0.35% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.40% | -0.04% | -1.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UDOW | Proshares Ultrapro Dow30 | +0.6% | NEW | 新建倉 |
| 2 | UNH | Unitedhealth Group Inc | +0.5% | NEW | 新建倉 |
| 3 | ANET | Arista Networks Inc | +0.5% | NEW | 新建倉 |
| 4 | DFUV | Dimensional US Marketwide Va | +0.4% | NEW | 新建倉 |
| 5 | PG | Procter & Gamble Co/the | +0.4% | NEW | 新建倉 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +5.63% | 加碼 |
| 7 | IUSG | Ishares Core S&p U.s. Growth | +0.3% | +52.15% | 加碼 |
| 8 | FTSM | First Trust Enh Short Mat Fd | +0.3% | NEW | 新建倉 |
| 9 | LIN | Linde plc | +0.2% | NEW | 新建倉 |
| 10 | MRVL | Marvell Technology Inc | +0.2% | +378.63% | 加碼 |
| 11 | APUE | Activepassive US Equity ETF | +0.2% | NEW | 新建倉 |
| 12 | SHOP | Shopify Inc - Class A | +0.2% | +191.46% | 加碼 |
| 13 | ONEQ | Fidelity Nasdaq Comp Indx | +0.2% | NEW | 新建倉 |
| 14 | LMBS | First Trust Low Duration Opp | +0.2% | NEW | 新建倉 |
| 15 | AAPL | Apple Inc | +0.2% | +5.36% | 加碼 |
| 16 | MSI | Motorola Solutions Inc | +0.2% | +1628.38% | 加碼 |
| 17 | ACN | Accenture plc | +0.2% | +184.86% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.2% | +17.41% | 加碼 |
| 19 | AXON | Axon Enterprise Inc | +0.2% | +4094.55% | 加碼 |
| 20 | TSLA | Tesla Inc | +0.2% | +16.56% | 加碼 |
| 21 | HPQ | Hp Inc | +0.2% | +4264.71% | 加碼 |
| 22 | LNG | Cheniere Energy Inc | +0.1% | +1487.36% | 加碼 |
| 23 | QCOM | Qualcomm Inc | +0.1% | +229.79% | 加碼 |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | 新建倉 |
| 25 | APCB | Activepassive Core Bond ETF | +0.1% | NEW | 新建倉 |
| 26 | NFLX | Netflix Inc | +0.1% | +8.90% | 加碼 |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.89% | 加碼 |
| 28 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.24% | 加碼 |
| 29 | TJX | Tjx Companies Inc | +0.1% | NEW | 新建倉 |
| 30 | QQEW | First Tr Nasdaq-100 Sel Eq | +0.1% | NEW | 新建倉 |
| 31 | CMG | Chipotle Mexican Grill Inc | +0.1% | +70.67% | 加碼 |
| 32 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.04% | 加碼 |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | +8.43% | 加碼 |
| 34 | META | Meta Platforms Inc-class A | +0.1% | +10.89% | 加碼 |
| 35 | XLF | Ss Financial Select Sector | 0% | +4.54% | 加碼 |
| 36 | VGT | Vanguard Info Tech ETF | 0% | +3.06% | 加碼 |
| 37 | JPST | Jpmorgan Ultra-short Income | 0% | +8.89% | 加碼 |
| 38 | NVDA | Nvidia CORP | 0% | -2.75% | 減碼 |
| 39 | STLD | Steel Dynamics Inc | -0.1% | -94.45% | 減碼 |
| 40 | VNQ | Vanguard Real Estate ETF | -0.2% | -72.42% | 減碼 |
| 41 | LLY | Eli Lilly & Co | -0.2% | +1.38% | 加碼 |
| 42 | AMAT | Applied Materials Inc | -0.2% | -47.65% | 減碼 |
| 43 | IEMG | Ishares Core Msci Emerging | -0.2% | -13.69% | 減碼 |
| 44 | ADBE | Adobe Inc | -0.2% | -60.98% | 減碼 |
| 45 | FTNT | Fortinet Inc | -0.2% | EXIT | 清倉 |
| 46 | CTAS | Cintas CORP | -0.2% | -78.80% | 減碼 |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | -0.2% | -19.63% | 減碼 |
| 48 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | 清倉 |
| 49 | XLK | Ss Technology Select Sector | -0.5% | -51.05% | 減碼 |
| 50 | IJH | Ishares Core S&p Midcap ETF | -0.5% | -49.74% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Spire Wealth Management 在 Q4 2024 季度的美股持倉總市值約為 US$33.1億，共申報了 2440 個公開持股部位。
在 Q4 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 (4.3%)、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。
本季最大新建倉標的
UDOW
市值: US$1975.9萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$1158.3萬
在 Q4 2024 季度中，Spire Wealth Management 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 24 個部位、減碼 10 個部位以及清倉 2 個部位。 其中最大新建倉標的為 UDOW。 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。