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: 0001875525
申報總市值
US$9.2億
US$9.2億
78 檔
12.5%
Strategic Planning Group, LLC 在 Q3 2024 季度的美股部位總計估值為 US$9.2億，分散於 78 個持倉標的之中，反映其市場參與廣度與投資規模。
Strategic Planning Group, LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 45 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。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, AMZN）累計市值佔比達 12.5%，是驅動 Strategic Planning Group, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 5.94% | -0.67% | +2.19% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.01% | +0.44% | +0.48% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.45% | -0.35% | +4.96% | |
| 4 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 3.85% | — | +50.24% | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 3.39% | -0.12% | +2.18% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | +0.40% | -7.96% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.06% | -0.04% | +6.64% | |
| 8 | NFLT | Virtus Newfleet Multi-sector | ETF-其他 | 2.91% | — | +49.65% | |
| 9 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 2.84% | -0.01% | -0.29% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.83% | -0.03% | +0.88% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 2.75% | -0.81% | +4.03% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 2.51% | -0.72% | +5.31% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.49% | -0.78% | +4.70% | |
| 14 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 2.48% | — | +2.89% | |
| 15 | FTCS | First Trust Capital Strength | ETF-其他 | 2.46% | — | +4.21% | |
| 16 | CDC | Victoryshares US Eq Income E | ETF-其他 | 2.32% | — | +3.14% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.01% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.82% | -0.56% | +4.40% | |
| 19 | MMM | 3m Co | 股票-工業 | 1.51% | — | +2.94% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.47% | +0.35% | +4.00% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.47% | — | +3.94% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.34% | -0.01% | +4.36% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.31% | — | +4.92% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.31% | — | +4.42% | |
| 25 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.25% | -0.33% | +4.53% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.17% | +4.71% | |
| 27 | NIO | Nio Inc - Adr | 股票-循環性消費 | 1.17% | — | +4.71% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.14% | — | +4.63% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.14% | — | +3.29% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.95% | -0.36% | +49.77% | |
| 31 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.94% | — | +4.22% | |
| 32 | NOC | Northrop Grumman CORP | 股票-工業 | 0.92% | -0.37% | +3.31% | |
| 33 | AMT | American Tower CORP | 股票-房地產 | 0.91% | — | +3.89% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 0.91% | — | +4.67% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.90% | -0.09% | +5.81% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | +0.23% | +945.82% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.86% | — | +3.74% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.86% | — | +4.28% | |
| 39 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.85% | +0.16% | +4.08% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事業 | 0.82% | -0.17% | +5.41% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.81% | — | +5.27% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.81% | -0.28% | +5.31% | |
| 43 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.80% | — | +6.15% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | -0.01% | +6.03% | |
| 45 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.78% | — | +4.72% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.77% | — | +5.73% | |
| 47 | INTU | Intuit Inc | 股票-科技 | 0.77% | -0.13% | +5.05% | |
| 48 | EOG | Eog Resources Inc | 股票-能源 | 0.76% | -0.02% | +5.28% | |
| 49 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.75% | — | +6.42% | |
| 50 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.75% | — | +5.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +2% | NEW | 新建倉 |
| 2 | YLD | Principal Act Hi Yld ETF | +1.1% | +50.24% | 加碼 |
| 3 | NFLT | Virtus Newfleet Multi-sector | +0.8% | +49.65% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.6% | +2.18% | 加碼 |
| 5 | FIX | Comfort Systems USA Inc | +0.6% | NEW | 新建倉 |
| 6 | NIO | Nio Inc - Adr | +0.4% | +4.71% | 加碼 |
| 7 | WMT | Walmart Inc | +0.3% | +4.03% | 加碼 |
| 8 | MMM | 3m Co | +0.3% | +2.94% | 加碼 |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | +0.3% | +49.77% | 加碼 |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +3.94% | 加碼 |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +4.67% | 加碼 |
| 12 | ORCL | Oracle CORP | +0.1% | +5.81% | 加碼 |
| 13 | AAPL | Apple Inc | +0.1% | +2.19% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +4.40% | 加碼 |
| 15 | SHOP | Shopify Inc - Class A | +0.1% | +4.22% | 加碼 |
| 16 | NOC | Northrop Grumman CORP | +0.1% | +3.31% | 加碼 |
| 17 | BAC | Bank Of America CORP | +0.1% | +292.11% | 加碼 |
| 18 | ABBV | Abbvie Inc | +0.1% | +4.92% | 加碼 |
| 19 | AMT | American Tower CORP | +0.1% | +3.89% | 加碼 |
| 20 | RTX | Rtx CORP | +0.1% | +5.31% | 加碼 |
| 21 | NEE | Nextera Energy Inc | +0.1% | +5.27% | 加碼 |
| 22 | LOW | Lowe's Cos Inc | +0.1% | +6.74% | 加碼 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.36% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +6.03% | 加碼 |
| 25 | CDC | Victoryshares US Eq Income E | +0.1% | +3.14% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +4.42% | 加碼 |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | +3.29% | 加碼 |
| 28 | DUK | Duke Energy CORP | +0.1% | +5.41% | 加碼 |
| 29 | TRV | Travelers Cos Inc/the | +0.1% | +6.42% | 加碼 |
| 30 | HD | Home Depot Inc | +0.1% | +7.79% | 加碼 |
| 31 | USB | US Bancorp | +0.1% | +3.74% | 加碼 |
| 32 | VEEV | Veeva Systems Inc-class A | +0.1% | +4.08% | 加碼 |
| 33 | AXP | American Express Co | +0.1% | +5.19% | 加碼 |
| 34 | ISRG | Intuitive Surgical Inc | +0.1% | +4.53% | 加碼 |
| 35 | TMO | Thermo Fisher Scientific Inc | +0.1% | +5.73% | 加碼 |
| 36 | DHR | Danaher CORP | +0.1% | +6.65% | 加碼 |
| 37 | FTCS | First Trust Capital Strength | 0% | +4.21% | 加碼 |
| 38 | MA | Mastercard Inc - A | 0% | +7.33% | 加碼 |
| 39 | GS | Goldman Sachs Group Inc | 0% | +5.68% | 加碼 |
| 40 | JAVA | Jpmorgan Active Value ETF | 0% | +2.89% | 加碼 |
| 41 | AVGO | Broadcom Inc | 0% | +945.82% | 加碼 |
| 42 | NFLX | Netflix Inc | 0% | +5.31% | 加碼 |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +4.71% | 加碼 |
| 44 | COST | Costco Wholesale CORP | 0% | +4.70% | 加碼 |
| 45 | SCHG | Schwab US Large-cap Growth | -0.2% | +0.88% | 加碼 |
| 46 | SMCIUSD | Super Micro Computer Inc | -0.3% | +20.34% | 加碼 |
| 47 | CRWD | Crowdstrike Holdings Inc - A | -0.3% | +10.34% | 加碼 |
| 48 | MSFT | Microsoft CORP | -0.8% | -7.96% | 減碼 |
| 49 | FVD | First Trust Value Line Dvd | -2% | -87.65% | 減碼 |
| 50 | QQQM | Invesco Nasdaq 100 ETF | -2.8% | -88.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Strategic Planning Group, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$9.2億，共申報了 78 個公開持股部位。
在 Q3 2024 季度，Strategic Planning Group, LLC 按市值排列的前三大核心持股分別為：AAPL (5.9%)、NVDA (5.0%)、AMZN (4.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.9% 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
AVUV
市值: US$1020.1萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$1838.0萬
在 Q3 2024 季度中，Strategic Planning Group, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 45 個部位、減碼 3 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AVUV。
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。