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: 0001541353
申報總市值
US$5.0億
US$5.0億
199 檔
12.7%
根據最新整理的 13F 季度數據集，Triangle Securities Wealth Management 於 Q3 2024 結束時的管理資產規模為 US$5.0億。該機構在本季度申報了 199 檔美股持倉，呈現出該時期的主要投資地圖。
Triangle Securities 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 JAVA, SCHM, VGT）占據了總市值的 12.7%，展現出該機構在 Q3 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 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 3.77% | -0.05% | +350.85% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.66% | +0.14% | +2.85% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.33% | +0.57% | -0.41% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.33% | -3.41% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.80% | +0.02% | -0.30% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.25% | -0.19% | +1.72% | |
| 7 | KKR | Kkr & Co Inc | 股票-金融 | 2.23% | -0.18% | -5.45% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.09% | +0.05% | -0.86% | |
| 9 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 2.09% | — | -2.68% | |
| 10 | SAMT | Strategas Macro Them Opps | ETF-其他 | 2.04% | +0.11% | -0.22% | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.99% | +0.91% | -2.97% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.92% | -0.01% | -2.01% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.79% | +0.12% | +2.47% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.78% | +0.02% | +2.32% | |
| 15 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.72% | -0.20% | -1.04% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.05% | -1.62% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -0.54% | -3.31% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.48% | +0.06% | -2.48% | |
| 19 | KIE | Ss Spdr S&p Insurance ETF | ETF-其他 | 1.22% | -0.04% | -1.31% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.21% | -0.03% | +3.93% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.20% | -0.01% | -2.04% | |
| 22 | BN | Brookfield CORP | 股票-金融 | 1.11% | -0.09% | +123.34% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.98% | +0.03% | -2.49% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.02% | +918.32% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.07% | -9.10% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | -0.07% | -2.03% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | +0.11% | -7.99% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.89% | -0.01% | +1.80% | |
| 29 | DUK | Duke Energy CORP | 股票-公用事業 | 0.88% | -0.14% | -2.31% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.88% | -0.17% | -0.62% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | -0.11% | -4.63% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.04% | -0.38% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | +0.02% | -3.10% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 0.76% | -0.14% | -3.36% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.75% | -0.16% | — | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.72% | -0.17% | -2.73% | |
| 37 | WAB | Wabtec CORP | 股票-工業 | 0.71% | -0.05% | +1.87% | |
| 38 | CAT | Caterpillar Inc | 股票-工業 | 0.71% | +0.28% | -1.43% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | -0.05% | -0.30% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.70% | -0.11% | -3.73% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.68% | -0.06% | -0.52% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.66% | +0.02% | +0.76% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.65% | +0.10% | +0.46% | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.64% | -0.04% | -6.08% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.63% | -0.11% | -0.90% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.63% | -0.19% | +0.53% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.62% | +0.10% | -1.22% | |
| 48 | SAGP | Strategas Global Policy Opp | ETF-其他 | 0.62% | -0.07% | -3.88% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.60% | +0.01% | -1.76% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.59% | -0.03% | -0.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | +2.9% | +350.85% | 加碼 |
| 2 | BN | Brookfield CORP | +0.7% | +123.34% | 加碼 |
| 3 | FBND | Fidelity Total Bond ETF | +0.3% | NEW | 新建倉 |
| 4 | XLRE | Ss Real Estate Select Sector | +0.3% | +161.58% | 加碼 |
| 5 | QLTY | Gmo U.s. Quality ETF | +0.3% | NEW | 新建倉 |
| 6 | CPRT | Copart Inc | +0.2% | NEW | 新建倉 |
| 7 | BX | Blackstone Inc | +0.2% | -2.97% | 減碼 |
| 8 | LOW | Lowe's Cos Inc | +0.2% | -1.04% | 減碼 |
| 9 | KKR | Kkr & Co Inc | +0.2% | -5.45% | 減碼 |
| 10 | AMD | Advanced Micro Devices | +0.1% | +186.46% | 加碼 |
| 11 | ULTA | Ulta Beauty Inc | +0.1% | NEW | 新建倉 |
| 12 | SWK | Stanley Black & Decker Inc | +0.1% | +0.81% | 加碼 |
| 13 | NEE | Nextera Energy Inc | +0.1% | — | 不變 |
| 14 | LYV | Live Nation Entertainment In | +0.1% | +7.76% | 加碼 |
| 15 | CGXU | Cap Group Intl Focus | +0.1% | +53.98% | 加碼 |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.47% | 加碼 |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.93% | 加碼 |
| 18 | RTX | Rtx CORP | +0.1% | -3.36% | 減碼 |
| 19 | WAB | Wabtec CORP | +0.1% | +1.87% | 加碼 |
| 20 | ORCL | Oracle CORP | +0.1% | -3.73% | 減碼 |
| 21 | CAT | Caterpillar Inc | 0% | -1.43% | 減碼 |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -0.30% | 減碼 |
| 23 | KIE | Ss Spdr S&p Insurance ETF | 0% | -1.31% | 減碼 |
| 24 | SCHM | Schwab US Mid Cap ETF | 0% | +2.85% | 加碼 |
| 25 | DUK | Duke Energy CORP | 0% | -2.31% | 減碼 |
| 26 | UNH | Unitedhealth Group Inc | 0% | -1.22% | 減碼 |
| 27 | AVGO | Broadcom Inc | — | +918.32% | 加碼 |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.32% | 加碼 |
| 29 | AAPL | Apple Inc | 0% | -2.01% | 減碼 |
| 30 | VCR | Vanguard Consumer Discre ETF | 0% | -2.04% | 減碼 |
| 31 | TPYP | Tortoise North American Pipeline Fund | -0.1% | -2.68% | 減碼 |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | +1.72% | 加碼 |
| 33 | SAMT | Strategas Macro Them Opps | -0.1% | -0.22% | 減碼 |
| 34 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | EXIT | 清倉 |
| 35 | INTC | Intel CORP | -0.1% | EXIT | 清倉 |
| 36 | NKE | Nike Inc -cl B | -0.1% | -46.56% | 減碼 |
| 37 | BMY | Bristol-myers Squibb Co | -0.1% | -37.25% | 減碼 |
| 38 | AMAT | Applied Materials Inc | -0.1% | -8.98% | 減碼 |
| 39 | LMT | Lockheed Martin CORP | -0.1% | -73.86% | 減碼 |
| 40 | DIS | Walt Disney Co/the | -0.2% | -27.19% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -15.18% | 減碼 |
| 42 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -56.60% | 減碼 |
| 43 | CVS | Cvs Health CORP | -0.2% | -40.83% | 減碼 |
| 44 | LLY | Eli Lilly & Co | -0.2% | -7.99% | 減碼 |
| 45 | LRCXEUR | Lam Research CORP | -0.2% | -4.56% | 減碼 |
| 46 | GRMN | Garmin Ltd. | -0.2% | -28.04% | 減碼 |
| 47 | BWA | Borgwarner Inc | -0.2% | EXIT | 清倉 |
| 48 | EL | Estee Lauder Companies-cl A | -0.2% | -66.31% | 減碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.4% | -0.86% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.5% | -3.41% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Triangle Securities Wealth Management 在 Q3 2024 季度的美股持倉總市值約為 US$5.0億，共申報了 199 個公開持股部位。
在 Q3 2024 季度，Triangle Securities Wealth Management 按市值排列的前三大核心持股分別為：JAVA (3.8%)、SCHM (3.7%)、VGT (3.3%)。其中最大持股部位 JAVA 佔據整體投資組合約 3.8% 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
FBND
市值: US$131.4萬
本季最大獲利了結 / 清倉標的
BWA
前期市值: US$80.7萬
在 Q3 2024 季度中，Triangle Securities Wealth Management 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 14 個部位、減碼 28 個部位以及清倉 3 個部位。 其中最大新建倉標的為 FBND。 本季清倉部位包含 BWA。
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。