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
405 檔
11.7%
根據最新整理的 13F 季度數據集，Valley Wealth Managers, Inc. 於 Q3 2024 結束時的管理資產規模為 US$17.3億。該機構在本季度申報了 405 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2024 的申報異動，Valley Wealth Managers, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 30 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 VONG, AAPL, AVGO）占據了總市值的 11.7%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 405 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 | 3.70% | -0.01% | -2.31% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.54% | +0.08% | +1.27% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.23% | +0.14% | +874.41% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | -0.18% | +0.63% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 2.10% | -0.08% | -9.44% | |
| 6 | PGR | Progressive CORP | 股票-金融 | 1.89% | +0.04% | -11.07% | |
| 7 | HUBB | Hubbell Inc | 股票-工業 | 1.85% | -0.08% | -0.78% | |
| 8 | AMGN | Amgen Inc | 股票-醫療保健 | 1.85% | -0.09% | -0.30% | |
| 9 | MET | Metlife Inc | 股票-金融 | 1.84% | +0.14% | -1.01% | |
| 10 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.77% | -0.45% | +0.71% | |
| 11 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.74% | +0.03% | -1.95% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.74% | +0.19% | +1.75% | |
| 13 | JBL | Jabil Inc | 股票-科技 | 1.73% | — | NEW | |
| 14 | MS | Morgan Stanley | 股票-金融 | 1.72% | +0.25% | -0.57% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.68% | +0.62% | +1.59% | |
| 16 | CACI | Caci International Inc -cl A | 股票-科技 | 1.68% | -0.33% | -1.50% | |
| 17 | AMKR | Amkor Technology Inc | 股票-科技 | 1.66% | — | +115.10% | |
| 18 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.60% | -0.35% | -2.26% | |
| 19 | COR | Cencora Inc | 股票-醫療保健 | 1.58% | -0.24% | -1.36% | |
| 20 | STWD | Starwood Property Trust Inc | 股票-房地產 | 1.55% | -0.24% | +30.35% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.54% | -0.44% | +7.35% | |
| 22 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 1.52% | +0.09% | +0.73% | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.51% | -0.34% | +1.00% | |
| 24 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.49% | — | +0.33% | |
| 25 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.49% | -0.23% | -0.24% | |
| 26 | DOX | Amdocs Limited | 股票-科技 | 1.49% | -0.01% | -14.66% | |
| 27 | TPR | Tapestry Inc | 股票-循環性消費 | 1.48% | -0.10% | +2.12% | |
| 28 | AIZ | Assurant Inc | 股票-金融 | 1.47% | +0.17% | -0.17% | |
| 29 | NFG | National Fuel Gas Co | 股票-能源 | 1.46% | -0.32% | +8.15% | |
| 30 | PFE | Pfizer Inc | 股票-醫療保健 | 1.46% | -0.31% | +4.45% | |
| 31 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.44% | — | +0.14% | |
| 32 | CI | THE Cigna Group | 股票-醫療保健 | 1.42% | -1.14% | +0.57% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 1.39% | — | -6.16% | |
| 34 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.35% | -0.12% | -2.77% | |
| 35 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.31% | -0.05% | +3.95% | |
| 36 | TGT | Target CORP | 股票-循環性消費 | 1.31% | — | +1.27% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 1.29% | -1.70% | EXIT | |
| 38 | DELL | Dell Technologies -c | 股票-科技 | 1.28% | +0.81% | +5.24% | |
| 39 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 1.27% | — | +2.65% | |
| 40 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 1.27% | — | +0.67% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.22% | -0.91% | — | |
| 42 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 1.22% | — | +1.92% | |
| 43 | NEM | Newmont CORP | 股票-原物料 | 1.21% | — | -0.71% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.06% | -0.05% | +18.31% | |
| 45 | LRGG | Nomura Focused Large Growth | ETF-其他 | 0.94% | -0.05% | +17.36% | |
| 46 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.88% | -0.05% | +55.89% | |
| 47 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.70% | — | +9.63% | |
| 48 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.66% | -0.05% | +8.24% | |
| 49 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.61% | -0.04% | +33.41% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.40% | — | -1.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1.2% | NEW | 新建倉 |
| 2 | AMKR | Amkor Technology Inc | +0.6% | +115.10% | 加碼 |
| 3 | STWD | Starwood Property Trust Inc | +0.4% | +30.35% | 加碼 |
| 4 | KBWB | Invesco Kbw Bank ETF | +0.3% | +55.89% | 加碼 |
| 5 | PYPL | Paypal Holdings Inc | +0.3% | +0.33% | 加碼 |
| 6 | HACK | Amplify Cybersecurity ETF | +0.2% | NEW | 新建倉 |
| 7 | NEM | Newmont CORP | +0.2% | -0.71% | 減碼 |
| 8 | NFG | National Fuel Gas Co | +0.2% | +8.15% | 加碼 |
| 9 | AAPL | Apple Inc | +0.1% | +1.27% | 加碼 |
| 10 | HUBB | Hubbell Inc | +0.1% | -0.78% | 減碼 |
| 11 | MET | Metlife Inc | +0.1% | -1.01% | 減碼 |
| 12 | AIZ | Assurant Inc | +0.1% | -0.17% | 減碼 |
| 13 | AIRR | First Trust Rba American Ind | +0.1% | +159.00% | 加碼 |
| 14 | ACN | Accenture plc | +0.1% | +1.00% | 加碼 |
| 15 | CACI | Caci International Inc -cl A | +0.1% | -1.50% | 減碼 |
| 16 | CAG | Conagra Brands Inc | +0.1% | +2.65% | 加碼 |
| 17 | HEDJ | Wisdomtree Europe Hedged Equ | +0.1% | +33.41% | 加碼 |
| 18 | TMUS | T-mobile US Inc | +0.1% | -2.26% | 減碼 |
| 19 | JPST | Jpmorgan Ultra-short Income | +0.1% | +18.31% | 加碼 |
| 20 | LRGG | Nomura Focused Large Growth | +0.1% | +17.36% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +1.59% | 加碼 |
| 22 | SSNC | Ss&c Technologies Holdings | +0.1% | -2.77% | 減碼 |
| 23 | PPA | Invesco Aerospace & Defense | +0.1% | +9.63% | 加碼 |
| 24 | PTF | Invesco Dorsey Wright Tech | +0.1% | +60.62% | 加碼 |
| 25 | CVS | Cvs Health CORP | +0.1% | +33.27% | 加碼 |
| 26 | TPR | Tapestry Inc | +0.1% | +2.12% | 加碼 |
| 27 | DRI | Darden Restaurants Inc | +0.1% | +3.95% | 加碼 |
| 28 | IPAC | Ishares Core Msci Pacific Et | +0.1% | +8.24% | 加碼 |
| 29 | SBUX | Starbucks CORP | +0.1% | +2.36% | 加碼 |
| 30 | IBM | Intl Business Machines CORP | +0.1% | -2.71% | 減碼 |
| 31 | ORCL | Oracle CORP | 0% | -9.44% | 減碼 |
| 32 | VZ | Verizon Communications Inc | 0% | +0.71% | 加碼 |
| 33 | JBL | Jabil Inc | 0% | -0.36% | 減碼 |
| 34 | PGR | Progressive CORP | 0% | -11.07% | 減碼 |
| 35 | PFE | Pfizer Inc | 0% | +4.45% | 加碼 |
| 36 | MS | Morgan Stanley | 0% | -0.57% | 減碼 |
| 37 | TGT | Target CORP | 0% | +1.27% | 加碼 |
| 38 | AIQ | Global X Art Intel & Tech | 0% | +0.73% | 加碼 |
| 39 | AVGO | Broadcom Inc | -0.1% | +874.41% | 加碼 |
| 40 | IHI | Ishares U.s. Medical Devices | -0.1% | -53.47% | 減碼 |
| 41 | TROW | T Rowe Price Group Inc | -0.2% | -99.59% | 減碼 |
| 42 | DOX | Amdocs Limited | -0.2% | -14.66% | 減碼 |
| 43 | FXL | First Trust Technology Alpha | -0.2% | EXIT | 清倉 |
| 44 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | -57.34% | 減碼 |
| 45 | DELL | Dell Technologies -c | -0.3% | +5.24% | 加碼 |
| 46 | MSFT | Microsoft CORP | -0.3% | +0.63% | 加碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | +1.75% | 加碼 |
| 48 | RSPM | Invesco S&p 500 Equal Weight | -0.3% | -99.93% | 減碼 |
| 49 | CNXC | Concentrix CORP | -0.8% | -98.73% | 減碼 |
| 50 | MOAT | Vaneck Morningstar Wide Moat | -1.1% | -99.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Valley Wealth Managers, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$17.3億，共申報了 405 個公開持股部位。
在 Q3 2024 季度，Valley Wealth Managers, Inc. 按市值排列的前三大核心持股分別為：VONG (3.7%)、AAPL (3.5%)、AVGO (3.2%)。其中最大持股部位 VONG 佔據整體投資組合約 3.7% 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
RSP
市值: US$1648.5萬
本季最大獲利了結 / 清倉標的
FXL
前期市值: US$298.4萬
在 Q3 2024 季度中，Valley Wealth Managers, Inc. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 28 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 RSP。 本季清倉部位包含 FXL。
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。