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: 0001731731
申報總市值
US$4.6億
US$4.6億
114 檔
15.4%
在 Q1 2024 的 13F 官方備案中，SWS Partners 管理的美股投資組合規模來到 US$4.6億，整體持股檔數為 114 檔。
在 Q1 2024 期間，SWS Partners 展現了靈活的資產再平衡步調，透過出清 6 檔弱勢或達到目標價部位，將資金轉置於 6 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 IVV, IJH, SCHX）累計市值佔比達 15.4%，是驅動 SWS Partners 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 7.65% | -0.89% | -2.90% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.77% | -0.36% | +376.10% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.63% | — | -1.37% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.35% | -0.03% | -0.38% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.99% | -0.50% | +2.47% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 2.38% | -0.58% | -0.16% | |
| 7 | NTRA | Natera Inc | 股票-醫療保健 | 2.34% | +0.32% | -1.25% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.70% | +0.02% | +1.02% | |
| 9 | UBER | Uber Technologies Inc | 股票-工業 | 1.67% | -0.08% | -11.12% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.66% | +0.02% | — | |
| 11 | PCT | Purecycle Technologies Inc | 股票-其他 | 1.61% | +1.19% | -1.23% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.45% | +11.59% | |
| 13 | INTC | Intel CORP | 股票-科技 | 1.48% | — | +14.83% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | -0.36% | -1.20% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.04% | -6.10% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.37% | -0.26% | +1.95% | |
| 17 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.35% | — | +16.36% | |
| 18 | TPR | Tapestry Inc | 股票-循環性消費 | 1.30% | — | -7.19% | |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 1.29% | -0.05% | +4.08% | |
| 20 | MET | Metlife Inc | 股票-金融 | 1.23% | +0.02% | +0.30% | |
| 21 | WRKUSD | Westrock Co | 股票-其他 | 1.22% | — | +3.97% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 1.20% | -0.10% | +4.88% | |
| 23 | BLKCHF | Blackrock Inc | 股票-其他 | 1.19% | — | +10.39% | |
| 24 | FNF | Fidelity National Financial | 股票-金融 | 1.18% | -0.06% | +6.54% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.15% | -0.06% | +0.10% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.14% | -0.61% | EXIT | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.13% | -0.01% | +2.99% | |
| 28 | PFFD | Global X US Preferred ETF | ETF-其他 | 1.13% | -0.30% | -2.30% | |
| 29 | PSX | Phillips 66 | 股票-能源 | 1.12% | -0.15% | -2.75% | |
| 30 | RH | Rh | 股票-循環性消費 | 1.11% | -0.16% | +23.75% | |
| 31 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.09% | -0.11% | -12.88% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 1.08% | -0.03% | -19.48% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工業 | 1.05% | — | +17.64% | |
| 34 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 1.03% | -0.23% | -1.32% | |
| 35 | AMBA | Ambarella, Inc. | 股票-科技 | 0.96% | +1.29% | -1.22% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.95% | -0.07% | +3.07% | |
| 37 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.94% | +0.06% | -34.25% | |
| 38 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.91% | — | -5.68% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.88% | +0.07% | -4.83% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.87% | -0.01% | -4.57% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.86% | -0.07% | +7.24% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | +0.15% | -17.09% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.81% | -0.01% | -12.32% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.79% | -0.04% | +5.84% | |
| 45 | PFE | Pfizer Inc | 股票-醫療保健 | 0.79% | -0.06% | +11.34% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.78% | -0.30% | -7.67% | |
| 47 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.78% | -0.08% | +0.74% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.77% | -0.08% | +1.91% | |
| 49 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.77% | -0.11% | +1.06% | |
| 50 | MP | Mp Materials CORP | 股票-原物料 | 0.77% | +0.04% | +91.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +1.7% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +0.8% | +11.59% | 加碼 |
| 3 | MELI | Mercadolibre Inc | +0.7% | NEW | 新建倉 |
| 4 | DPZ | Domino's Pizza Inc | +0.6% | NEW | 新建倉 |
| 5 | NTRA | Natera Inc | +0.6% | -1.25% | 減碼 |
| 6 | DIS | Walt Disney Co/the | +0.5% | NEW | 新建倉 |
| 7 | PCT | Purecycle Technologies Inc | +0.5% | -1.23% | 減碼 |
| 8 | MTCH | Match Group Inc | +0.3% | +95.83% | 加碼 |
| 9 | XYZ | Block Inc | +0.3% | +109.78% | 加碼 |
| 10 | RH | Rh | +0.3% | +23.75% | 加碼 |
| 11 | XYL | Xylem Inc | +0.3% | NEW | 新建倉 |
| 12 | STZ | Constellation Brands Inc-a | +0.2% | +16.36% | 加碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +180.07% | 加碼 |
| 14 | MP | Mp Materials CORP | +0.2% | +91.88% | 加碼 |
| 15 | SCHM | Schwab US Mid Cap ETF | +0.2% | +30.99% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.2% | +1.02% | 加碼 |
| 17 | WRKUSD | Westrock Co | +0.2% | +3.97% | 加碼 |
| 18 | MSFT | Microsoft CORP | +0.2% | +50.29% | 加碼 |
| 19 | WFC | Wells Fargo & Co | +0.1% | +4.88% | 加碼 |
| 20 | HZO | Marinemax Inc | +0.1% | NEW | 新建倉 |
| 21 | SMH | Vaneck Semiconductor ETF | +0.1% | +32.49% | 加碼 |
| 22 | TPR | Tapestry Inc | +0.1% | -7.19% | 減碼 |
| 23 | PSX | Phillips 66 | +0.1% | -2.75% | 減碼 |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | -12.88% | 減碼 |
| 25 | SCHA | Schwab US Small-cap ETF | +0.1% | +25.63% | 加碼 |
| 26 | AAPL | Apple Inc | +0.1% | +70.94% | 加碼 |
| 27 | BLKCHF | Blackrock Inc | +0.1% | +10.39% | 加碼 |
| 28 | MRVL | Marvell Technology Inc | +0.1% | -0.75% | 減碼 |
| 29 | UBER | Uber Technologies Inc | 0% | -11.12% | 減碼 |
| 30 | MET | Metlife Inc | 0% | +0.30% | 加碼 |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -6.10% | 減碼 |
| 32 | FNF | Fidelity National Financial | 0% | +6.54% | 加碼 |
| 33 | UPS | United Parcel Service-cl B | 0% | +17.64% | 加碼 |
| 34 | SCHX | Schwab US Large-cap ETF | 0% | -1.37% | 減碼 |
| 35 | SCHF | Schwab Intl Equity ETF | -0.1% | -0.38% | 減碼 |
| 36 | NFLX | Netflix Inc | -0.2% | -43.56% | 減碼 |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.2% | -2.90% | 減碼 |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +376.10% | 加碼 |
| 39 | NOW | Servicenow Inc | -0.2% | -30.17% | 減碼 |
| 40 | TWLO | Twilio Inc - A | -0.3% | -1.35% | 減碼 |
| 41 | SNOW | Snowflake Inc | -0.3% | -1.26% | 減碼 |
| 42 | ETSY | Etsy Inc | -0.3% | EXIT | 清倉 |
| 43 | ACN | Accenture plc | -0.3% | -11.70% | 減碼 |
| 44 | LII | Lennox International Inc | -0.3% | EXIT | 清倉 |
| 45 | AMBA | Ambarella, Inc. | -0.3% | -1.22% | 減碼 |
| 46 | NET | Cloudflare Inc - Class A | -0.4% | -34.25% | 減碼 |
| 47 | IPG | Interpublic Group Of Cos Inc | -0.5% | EXIT | 清倉 |
| 48 | MTN | Vail Resorts Inc | -0.5% | EXIT | 清倉 |
| 49 | PYPL | Paypal Holdings Inc | -0.7% | EXIT | 清倉 |
| 50 | SGUXX | Schwab Govt Mny Fnd-ult | -2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，SWS Partners 在 Q1 2024 季度的美股持倉總市值約為 US$4.6億，共申報了 114 個公開持股部位。
在 Q1 2024 季度，SWS Partners 按市值排列的前三大核心持股分別為：IVV (7.7%)、IJH (3.8%)、SCHX (3.6%)。其中最大持股部位 IVV 佔據整體投資組合約 7.7% 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
IJR
市值: US$555.5萬
本季最大獲利了結 / 清倉標的
SGUXX
前期市值: US$607.0萬
在 Q1 2024 季度中，SWS Partners 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 20 個部位、減碼 18 個部位以及清倉 6 個部位。 其中最大新建倉標的為 IJR。 本季清倉部位包含 SGUXX。
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。