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
198 檔
12.8%
在 Q4 2024 申報期間，Triangle Securities Wealth Management（CIK: 0001541353）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$5.0億，共持有 198 個公開申報部位。
從 Q4 2024 申報觀察，Triangle Securities Wealth Management 採取防禦導向的調倉策略，本季減碼 32 檔個股並出清 5 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Triangle Securities Wealth Management 的前 5 大核心持股（包含 JAVA, SCHM, VGT 等）合計佔整體申報市值的 12.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 3.81% | -0.05% | +3.19% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.59% | +0.14% | +196.71% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.45% | +0.57% | -1.54% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | -0.33% | -2.14% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.78% | +0.02% | -0.48% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.32% | +0.05% | -2.03% | |
| 7 | KKR | Kkr & Co Inc | 股票-金融 | 2.31% | -0.18% | -7.73% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.20% | -0.19% | +2.77% | |
| 9 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 2.15% | — | -4.38% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 2.11% | +0.91% | -5.28% | |
| 11 | SAMT | Strategas Macro Them Opps | ETF-其他 | 2.09% | +0.11% | -1.65% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.98% | -0.01% | -3.20% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.84% | +0.02% | +4.12% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.76% | +0.12% | +0.81% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | -0.05% | -2.90% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.52% | +0.06% | +204.40% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.52% | -0.20% | -2.42% | |
| 18 | BN | Brookfield CORP | 股票-金融 | 1.33% | -0.09% | +11.16% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.31% | -0.54% | -2.67% | |
| 20 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.27% | -0.01% | -2.76% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.23% | +0.02% | -2.12% | |
| 22 | KIE | Ss Spdr S&p Insurance ETF | ETF-其他 | 1.19% | -0.04% | -1.00% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.12% | -0.03% | +1.59% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.09% | +0.03% | -2.55% | |
| 25 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 1.00% | -0.07% | — | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.97% | -0.01% | -6.54% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | -0.04% | -2.77% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.92% | -0.07% | +3.20% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | -0.07% | -3.28% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事業 | 0.85% | -0.14% | +3.45% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | +0.02% | -4.20% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.77% | -0.17% | -0.99% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.75% | -0.11% | -1.96% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | -0.11% | -1.21% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.11% | -4.84% | |
| 36 | WAB | Wabtec CORP | 股票-工業 | 0.72% | -0.05% | -1.90% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.70% | -0.14% | -1.86% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.17% | -3.51% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.68% | +0.10% | +5.81% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.67% | +0.02% | +106.29% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.11% | -0.98% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | -0.05% | -1.53% | |
| 43 | EMR | Emerson Electric Co | 股票-工業 | 0.65% | -0.03% | -1.85% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.63% | +0.10% | +18.62% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.63% | -0.04% | -1.77% | |
| 46 | TFC | Truist Financial CORP | 股票-金融 | 0.63% | -0.04% | -2.92% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.62% | +0.28% | -4.43% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.62% | -0.16% | -2.18% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.19% | -2.29% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.60% | +0.01% | +0.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EAGL | Eagle Capital Select Eqty | +1% | NEW | 新建倉 |
| 2 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 3 | AVGO | Broadcom Inc | +0.3% | -2.12% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -2.03% | 減碼 |
| 5 | BN | Brookfield CORP | +0.2% | +11.16% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -2.90% | 減碼 |
| 7 | FBND | Fidelity Total Bond ETF | +0.1% | +49.67% | 加碼 |
| 8 | ASML | ASML Holding N.V. | +0.1% | NEW | 新建倉 |
| 9 | VGT | Vanguard Info Tech ETF | +0.1% | -1.54% | 減碼 |
| 10 | BX | Blackstone Inc | +0.1% | -5.28% | 減碼 |
| 11 | CRM | Salesforce Inc | +0.1% | -1.96% | 減碼 |
| 12 | VHT | Vanguard Health Care ETF | +0.1% | +101.08% | 加碼 |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | -2.55% | 減碼 |
| 14 | WFC | Wells Fargo & Co | +0.1% | -1.77% | 減碼 |
| 15 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | 新建倉 |
| 16 | HSY | Hershey Co/the | +0.1% | NEW | 新建倉 |
| 17 | V | Visa Inc-class A Shares | +0.1% | -2.77% | 減碼 |
| 18 | KKR | Kkr & Co Inc | +0.1% | -7.73% | 減碼 |
| 19 | AMZN | Amazon.com Inc | +0.1% | -6.54% | 減碼 |
| 20 | CPRT | Copart Inc | +0.1% | +25.60% | 加碼 |
| 21 | VCR | Vanguard Consumer Discre ETF | +0.1% | -2.76% | 減碼 |
| 22 | GRMN | Garmin Ltd. | +0.1% | -2.45% | 減碼 |
| 23 | TPYP | Tortoise North American Pipeline Fund | +0.1% | -4.38% | 減碼 |
| 24 | AAPL | Apple Inc | +0.1% | -3.20% | 減碼 |
| 25 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.12% | 加碼 |
| 26 | LYV | Live Nation Entertainment In | +0.1% | -1.94% | 減碼 |
| 27 | JAVA | Jpmorgan Active Value ETF | 0% | +3.19% | 加碼 |
| 28 | AMT | American Tower CORP | -0.1% | +2.10% | 加碼 |
| 29 | VV | Vanguard Large-cap ETF | -0.1% | EXIT | 清倉 |
| 30 | 6D8 | Dupont De Nemours Inc | -0.1% | -1.79% | 減碼 |
| 31 | AMAT | Applied Materials Inc | -0.1% | -3.83% | 減碼 |
| 32 | STZ | Constellation Brands Inc-a | -0.1% | -1.64% | 減碼 |
| 33 | CAT | Caterpillar Inc | -0.1% | -4.43% | 減碼 |
| 34 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +1.59% | 加碼 |
| 35 | LIN | Linde plc | -0.1% | -2.67% | 減碼 |
| 36 | EL | Estee Lauder Companies-cl A | -0.1% | EXIT | 清倉 |
| 37 | ADBE | Adobe Inc | -0.1% | -2.98% | 減碼 |
| 38 | CVS | Cvs Health CORP | -0.1% | -29.79% | 減碼 |
| 39 | SWK | Stanley Black & Decker Inc | -0.1% | -9.16% | 減碼 |
| 40 | PEP | Pepsico Inc | -0.1% | -0.99% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -0.1% | -1.21% | 減碼 |
| 42 | NEE | Nextera Energy Inc | -0.1% | -2.18% | 減碼 |
| 43 | AMGN | Amgen Inc | -0.1% | -2.09% | 減碼 |
| 44 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 45 | MSFT | Microsoft CORP | -0.2% | -2.14% | 減碼 |
| 46 | LLY | Eli Lilly & Co | -0.2% | -4.84% | 減碼 |
| 47 | XOM | Exxon Mobil CORP | -0.2% | -2.67% | 減碼 |
| 48 | LOW | Lowe's Cos Inc | -0.2% | -2.42% | 減碼 |
| 49 | BAX | Baxter International Inc | -0.3% | EXIT | 清倉 |
| 50 | LRCXEUR | Lam Research CORP | -0.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Triangle Securities Wealth Management 在 Q4 2024 季度的美股持倉總市值約為 US$5.0億，共申報了 198 個公開持股部位。
在 Q4 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 (3.6%)、VGT (3.5%)。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
EAGL
市值: US$391.1萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$152.0萬
在 Q4 2024 季度中，Triangle Securities Wealth Management 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 8 個部位、減碼 32 個部位以及清倉 5 個部位。 其中最大新建倉標的為 EAGL。 本季清倉部位包含 LRCXEUR。
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。