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: 0000924166
申報總市值
US$17.3億
US$17.3億
328 檔
10.5%
在 Q1 2024 的 13F 官方備案中，Valley Wealth Managers, Inc. 管理的美股投資組合規模來到 US$17.3億，整體持股檔數為 328 檔。
從 Q1 2024 申報觀察，Valley Wealth Managers, Inc. 採取防禦導向的調倉策略，本季減碼 33 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 VONG, AVGO, AAPL）累計市值佔比達 10.5%，是驅動 Valley Wealth Managers, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 328 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 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.30% | -0.01% | -8.86% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.96% | +0.14% | -14.50% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.75% | +0.08% | -3.75% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.18% | -5.63% | |
| 5 | DELL | Dell Technologies -c | 股票-科技 | 2.18% | +0.81% | -10.88% | |
| 6 | JBL | Jabil Inc | 股票-科技 | 1.98% | — | NEW | |
| 7 | PGR | Progressive CORP | 股票-金融 | 1.96% | +0.04% | -8.26% | |
| 8 | HUBB | Hubbell Inc | 股票-工業 | 1.96% | -0.08% | -7.05% | |
| 9 | COR | Cencora Inc | 股票-醫療保健 | 1.89% | -0.24% | -5.82% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 1.88% | -0.08% | -1.77% | |
| 11 | MET | Metlife Inc | 股票-金融 | 1.82% | +0.14% | -2.96% | |
| 12 | AMGN | Amgen Inc | 股票-醫療保健 | 1.76% | -0.09% | -2.10% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.74% | +0.03% | -6.90% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.74% | — | -12.31% | |
| 15 | DOX | Amdocs Limited | 股票-科技 | 1.71% | -0.01% | +439.21% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.70% | +0.19% | -1.27% | |
| 17 | MS | Morgan Stanley | 股票-金融 | 1.69% | +0.25% | -1.82% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.64% | -0.44% | +0.92% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.60% | +0.62% | -1.38% | |
| 20 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.59% | -0.45% | +3.25% | |
| 21 | CI | THE Cigna Group | 股票-醫療保健 | 1.58% | -1.14% | -3.18% | |
| 22 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.58% | — | +1.00% | |
| 23 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.58% | -0.23% | -4.37% | |
| 24 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.56% | — | -4.06% | |
| 25 | ACN | Accenture plc | 股票-科技 | 1.54% | -0.34% | -4.80% | |
| 26 | TPR | Tapestry Inc | 股票-循環性消費 | 1.54% | -0.10% | -3.74% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.52% | — | -7.55% | |
| 28 | CACI | Caci International Inc -cl A | 股票-科技 | 1.51% | -0.33% | -2.29% | |
| 29 | SON | Sonoco Products Co | 股票-循環性消費 | 1.51% | — | +1.11% | |
| 30 | AIZ | Assurant Inc | 股票-金融 | 1.50% | +0.17% | -2.91% | |
| 31 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.39% | -0.35% | -2.21% | |
| 32 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 1.38% | — | -1.08% | |
| 33 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.33% | -0.05% | -3.16% | |
| 34 | HON | Honeywell International Inc | 股票-工業 | 1.31% | -1.70% | EXIT | |
| 35 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.28% | — | +0.96% | |
| 36 | NFG | National Fuel Gas Co | 股票-能源 | 1.26% | -0.32% | +7.36% | |
| 37 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 1.26% | — | +13.77% | |
| 38 | TGT | Target CORP | 股票-循環性消費 | 1.25% | — | +2.39% | |
| 39 | LKQ | Lkq CORP | 股票-循環性消費 | 1.20% | — | -3.01% | |
| 40 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.18% | -0.12% | -0.53% | |
| 41 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 1.18% | — | +1.97% | |
| 42 | STWD | Starwood Property Trust Inc | 股票-房地產 | 1.16% | -0.24% | +4.39% | |
| 43 | PFE | Pfizer Inc | 股票-醫療保健 | 1.15% | -0.31% | +27.02% | |
| 44 | CNXC | Concentrix CORP | 股票-科技 | 1.03% | — | +0.66% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.87% | -0.05% | +2.31% | |
| 46 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.80% | +0.58% | +168.29% | |
| 47 | NEM | Newmont CORP | 股票-原物料 | 0.79% | — | +30.14% | |
| 48 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.64% | — | -43.19% | |
| 49 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 0.59% | +0.09% | +210.48% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | -0.01% | +968.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DOX | Amdocs Limited | +1.4% | +439.21% | 加碼 |
| 2 | DELL | Dell Technologies -c | +0.5% | -10.88% | 減碼 |
| 3 | XLV | Ss Health Care Select Sector | +0.5% | +968.18% | 加碼 |
| 4 | AIQ | Global X Art Intel & Tech | +0.4% | +210.48% | 加碼 |
| 5 | SBUX | Starbucks CORP | +0.3% | NEW | 新建倉 |
| 6 | PGR | Progressive CORP | +0.3% | -8.26% | 減碼 |
| 7 | TPR | Tapestry Inc | +0.3% | -3.74% | 減碼 |
| 8 | BJ | Bj's Wholesale Club Holdings | +0.3% | +13.77% | 加碼 |
| 9 | TGT | Target CORP | +0.2% | +2.39% | 加碼 |
| 10 | HUBB | Hubbell Inc | +0.2% | -7.05% | 減碼 |
| 11 | ORCL | Oracle CORP | +0.2% | -1.77% | 減碼 |
| 12 | MGY | Magnolia Oil & Gas CORP - A | +0.2% | -1.08% | 減碼 |
| 13 | CI | THE Cigna Group | +0.2% | -3.18% | 減碼 |
| 14 | PFE | Pfizer Inc | +0.2% | +27.02% | 加碼 |
| 15 | VZ | Verizon Communications Inc | +0.2% | +3.25% | 加碼 |
| 16 | CACI | Caci International Inc -cl A | +0.2% | -2.29% | 減碼 |
| 17 | COR | Cencora Inc | +0.1% | -5.82% | 減碼 |
| 18 | NFG | National Fuel Gas Co | +0.1% | +7.36% | 加碼 |
| 19 | MET | Metlife Inc | +0.1% | -2.96% | 減碼 |
| 20 | PYPL | Paypal Holdings Inc | +0.1% | +0.96% | 加碼 |
| 21 | AIZ | Assurant Inc | +0.1% | -2.91% | 減碼 |
| 22 | NVDA | Nvidia CORP | +0.1% | +23.36% | 加碼 |
| 23 | LKQ | Lkq CORP | +0.1% | -3.01% | 減碼 |
| 24 | NEM | Newmont CORP | +0.1% | +30.14% | 加碼 |
| 25 | MSFT | Microsoft CORP | +0.1% | -5.63% | 減碼 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.27% | 減碼 |
| 27 | CVX | Chevron CORP | +0.1% | +0.92% | 加碼 |
| 28 | AMZN | Amazon.com Inc | +0.1% | +15.80% | 加碼 |
| 29 | MRK | Merck & Co. Inc. | 0% | -5.60% | 減碼 |
| 30 | QCOM | Qualcomm Inc | 0% | -2.28% | 減碼 |
| 31 | ELV | Elevance Health Inc | 0% | -4.06% | 減碼 |
| 32 | XOP | Ss Spdr S&p Og Exp & Prod | 0% | -0.92% | 減碼 |
| 33 | SON | Sonoco Products Co | 0% | +1.11% | 加碼 |
| 34 | CAG | Conagra Brands Inc | 0% | +1.97% | 加碼 |
| 35 | SSNC | Ss&c Technologies Holdings | 0% | -0.53% | 減碼 |
| 36 | IWF | Ishares Russell 1000 Growth | -0.1% | -58.47% | 減碼 |
| 37 | GILD | Gilead Sciences Inc | -0.1% | -7.69% | 減碼 |
| 38 | AGG | Ishares Core U.s. Aggregate | -0.1% | -19.35% | 減碼 |
| 39 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -91.99% | 減碼 |
| 40 | HON | Honeywell International Inc | -0.1% | -2.38% | 減碼 |
| 41 | AMGN | Amgen Inc | -0.1% | -2.10% | 減碼 |
| 42 | VTV | Vanguard Value ETF | -0.1% | -12.31% | 減碼 |
| 43 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -6.90% | 減碼 |
| 44 | ACN | Accenture plc | -0.2% | -4.80% | 減碼 |
| 45 | JBL | Jabil Inc | -0.2% | -10.90% | 減碼 |
| 46 | PPA | Invesco Aerospace & Defense | -0.4% | -43.19% | 減碼 |
| 47 | CNXC | Concentrix CORP | -0.5% | +0.66% | 加碼 |
| 48 | AAPL | Apple Inc | -0.6% | -3.75% | 減碼 |
| 49 | JNJ | Johnson & Johnson | -1.2% | -80.15% | 減碼 |
| 50 | MCHP | Microchip Technology Inc | -1.6% | -97.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Valley Wealth Managers, Inc. 在 Q1 2024 季度的美股持倉總市值約為 US$17.3億，共申報了 328 個公開持股部位。
在 Q1 2024 季度，Valley Wealth Managers, Inc. 按市值排列的前三大核心持股分別為：VONG (3.3%)、AVGO (3.0%)、AAPL (2.8%)。其中最大持股部位 VONG 佔據整體投資組合約 3.3% 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
SBUX
市值: US$416.4萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$4261.1萬
在 Q1 2024 季度中，Valley Wealth Managers, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 16 個部位、減碼 33 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SBUX。
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。