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
392 檔
11.2%
Valley Wealth Managers, Inc. 在 Q2 2024 季度的美股部位總計估值為 US$17.3億，分散於 392 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q2 2024 申報觀察，Valley Wealth Managers, Inc. 採取防禦導向的調倉策略，本季減碼 30 檔個股並出清 3 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, AAPL, AVGO）累計市值佔比達 11.2%，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 392 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 | 3.95% | -0.01% | +4.83% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.40% | +0.08% | -4.89% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.32% | +0.14% | -12.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | -0.18% | -7.01% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 2.07% | -0.08% | -7.41% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.01% | +0.19% | -7.07% | |
| 7 | AMGN | Amgen Inc | 股票-醫療保健 | 1.93% | -0.09% | -5.62% | |
| 8 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.92% | +0.03% | -6.74% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 1.87% | +0.04% | -9.76% | |
| 10 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.74% | -0.45% | +5.41% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 1.73% | +0.25% | -6.20% | |
| 12 | COR | Cencora Inc | 股票-醫療保健 | 1.72% | -0.24% | -7.19% | |
| 13 | HUBB | Hubbell Inc | 股票-工業 | 1.71% | -0.08% | -6.30% | |
| 14 | MET | Metlife Inc | 股票-金融 | 1.70% | +0.14% | -6.61% | |
| 15 | JBL | Jabil Inc | 股票-科技 | 1.70% | — | NEW | |
| 16 | DOX | Amdocs Limited | 股票-科技 | 1.69% | -0.01% | +6.97% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.64% | -0.44% | -4.93% | |
| 18 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.62% | — | -6.26% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.59% | +0.62% | -1.54% | |
| 20 | CACI | Caci International Inc -cl A | 股票-科技 | 1.56% | -0.33% | -13.82% | |
| 21 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 1.56% | +0.09% | +136.68% | |
| 22 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.55% | -0.23% | -6.21% | |
| 23 | DELL | Dell Technologies -c | 股票-科技 | 1.53% | +0.81% | -45.26% | |
| 24 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.50% | -0.35% | -5.81% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 1.47% | — | -18.96% | |
| 26 | CI | THE Cigna Group | 股票-醫療保健 | 1.45% | -1.14% | -4.79% | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 1.45% | -0.31% | +17.93% | |
| 28 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 1.44% | — | -6.75% | |
| 29 | TPR | Tapestry Inc | 股票-循環性消費 | 1.42% | -0.10% | -3.10% | |
| 30 | HON | Honeywell International Inc | 股票-工業 | 1.40% | -1.70% | EXIT | |
| 31 | ACN | Accenture plc | 股票-科技 | 1.38% | -0.34% | -2.77% | |
| 32 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 1.33% | — | -6.44% | |
| 33 | AIZ | Assurant Inc | 股票-金融 | 1.33% | +0.17% | -5.31% | |
| 34 | TGT | Target CORP | 股票-循環性消費 | 1.32% | — | +19.85% | |
| 35 | NFG | National Fuel Gas Co | 股票-能源 | 1.30% | -0.32% | -3.49% | |
| 36 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.26% | -0.12% | +4.14% | |
| 37 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.25% | -0.05% | -1.37% | |
| 38 | STWD | Starwood Property Trust Inc | 股票-房地產 | 1.19% | -0.24% | +3.93% | |
| 39 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.19% | — | +1.05% | |
| 40 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 1.16% | — | -2.58% | |
| 41 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.11% | — | -28.37% | |
| 42 | AMKR | Amkor Technology Inc | 股票-科技 | 1.08% | — | — | |
| 43 | NEM | Newmont CORP | 股票-原物料 | 1.03% | — | +4.49% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.96% | -0.05% | +4.28% | |
| 45 | CNXC | Concentrix CORP | 股票-科技 | 0.85% | — | -18.56% | |
| 46 | LRGG | Nomura Focused Large Growth | ETF-其他 | 0.84% | -0.05% | — | |
| 47 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.62% | — | -9.97% | |
| 48 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.60% | -0.05% | +91.25% | |
| 49 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.56% | -0.05% | — | |
| 50 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.50% | -0.04% | +16.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMKR | Amkor Technology Inc | +1.1% | NEW | 新建倉 |
| 2 | AIQ | Global X Art Intel & Tech | +1% | +136.68% | 加碼 |
| 3 | LRGG | Nomura Focused Large Growth | +0.8% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +0.7% | -4.89% | 減碼 |
| 5 | VONG | Vanguard Russell 1000 Growth | +0.7% | +4.83% | 加碼 |
| 6 | KBWB | Invesco Kbw Bank ETF | +0.6% | NEW | 新建倉 |
| 7 | AVGO | Broadcom Inc | +0.4% | -12.45% | 減碼 |
| 8 | RSPM | Invesco S&p 500 Equal Weight | +0.3% | NEW | 新建倉 |
| 9 | POR | Portland General Electric Co | +0.3% | NEW | 新建倉 |
| 10 | XOM | Exxon Mobil CORP | +0.3% | +3825.78% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | -7.07% | 減碼 |
| 12 | PFE | Pfizer Inc | +0.3% | +17.93% | 加碼 |
| 13 | IPAC | Ishares Core Msci Pacific Et | +0.3% | +91.25% | 加碼 |
| 14 | NEM | Newmont CORP | +0.2% | +4.49% | 加碼 |
| 15 | BJ | Bj's Wholesale Club Holdings | +0.2% | -6.75% | 減碼 |
| 16 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | -6.74% | 減碼 |
| 17 | PTF | Invesco Dorsey Wright Tech | +0.2% | NEW | 新建倉 |
| 18 | JTEK | Jpmorgan US Tech Leaders | +0.1% | NEW | 新建倉 |
| 19 | AIRR | First Trust Rba American Ind | +0.1% | NEW | 新建倉 |
| 20 | CVX | Chevron CORP | — | -4.93% | 減碼 |
| 21 | CSCO | Cisco Systems Inc | 0% | -1.54% | 減碼 |
| 22 | DOX | Amdocs Limited | 0% | +6.97% | 加碼 |
| 23 | ROST | Ross Stores Inc | 0% | -6.21% | 減碼 |
| 24 | MGY | Magnolia Oil & Gas CORP - A | -0.1% | -6.44% | 減碼 |
| 25 | XOP | Ss Spdr S&p Og Exp & Prod | -0.1% | -12.69% | 減碼 |
| 26 | CAT | Caterpillar Inc | -0.1% | -10.49% | 減碼 |
| 27 | DRI | Darden Restaurants Inc | -0.1% | -1.37% | 減碼 |
| 28 | PGR | Progressive CORP | -0.1% | -9.76% | 減碼 |
| 29 | PYPL | Paypal Holdings Inc | -0.1% | +1.05% | 加碼 |
| 30 | MET | Metlife Inc | -0.1% | -6.61% | 減碼 |
| 31 | TPR | Tapestry Inc | -0.1% | -3.10% | 減碼 |
| 32 | CI | THE Cigna Group | -0.1% | -4.79% | 減碼 |
| 33 | ACN | Accenture plc | -0.2% | -2.77% | 減碼 |
| 34 | COR | Cencora Inc | -0.2% | -7.19% | 減碼 |
| 35 | AIZ | Assurant Inc | -0.2% | -5.31% | 減碼 |
| 36 | CNXC | Concentrix CORP | -0.2% | -18.56% | 減碼 |
| 37 | AGG | Ishares Core U.s. Aggregate | -0.2% | -94.16% | 減碼 |
| 38 | BBH | Vaneck Biotech ETF | -0.2% | EXIT | 清倉 |
| 39 | HUBB | Hubbell Inc | -0.3% | -6.30% | 減碼 |
| 40 | CMI | Cummins Inc | -0.3% | EXIT | 清倉 |
| 41 | VTV | Vanguard Value ETF | -0.3% | -18.96% | 減碼 |
| 42 | JBL | Jabil Inc | -0.3% | +0.11% | 加碼 |
| 43 | EUDG | Wisdomtree Europe Quality Di | -0.4% | -99.93% | 減碼 |
| 44 | MOAT | Vaneck Morningstar Wide Moat | -0.4% | -28.37% | 減碼 |
| 45 | XLV | Ss Health Care Select Sector | -0.5% | -90.71% | 減碼 |
| 46 | SOXX | Ishares Semiconductor ETF | -0.6% | -79.50% | 減碼 |
| 47 | DELL | Dell Technologies -c | -0.7% | -45.26% | 減碼 |
| 48 | LKQ | Lkq CORP | -1.2% | EXIT | 清倉 |
| 49 | SON | Sonoco Products Co | -1.3% | -81.05% | 減碼 |
| 50 | CVS | Cvs Health CORP | -1.4% | -81.40% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Valley Wealth Managers, Inc. 在 Q2 2024 季度的美股持倉總市值約為 US$17.3億，共申報了 392 個公開持股部位。
在 Q2 2024 季度，Valley Wealth Managers, Inc. 按市值排列的前三大核心持股分別為：VONG (4.0%)、AAPL (3.4%)、AVGO (3.3%)。其中最大持股部位 VONG 佔據整體投資組合約 4.0% 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
AMKR
市值: US$1359.5萬
本季最大獲利了結 / 清倉標的
LKQ
前期市值: US$1591.4萬
在 Q2 2024 季度中，Valley Wealth Managers, Inc. 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 9 個部位、減碼 30 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AMKR。 本季清倉部位包含 LKQ。
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。