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
12.1%
在 Q4 2024 申報期間，Valley Wealth Managers, Inc.（CIK: 0000924166）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$17.3億，共持有 405 個公開申報部位。
觀察 Q4 2024 的資金脈絡，Valley Wealth Managers, Inc. 在獲利結算 3 檔個股的同時，將資本重新部署至 2 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Valley Wealth Managers, Inc. 的前 5 大核心持股（包含 AVGO, AAPL, VONG 等）合計佔整體申報市值的 12.1%，反映機構在主要關鍵部位上的權重分佈。
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 | AVGO | Broadcom Inc | 股票-科技 | 3.99% | +0.14% | -8.80% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.81% | +0.08% | -0.69% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.47% | -0.01% | -12.95% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.39% | -0.18% | +0.78% | |
| 5 | JBL | Jabil Inc | 股票-科技 | 2.02% | — | NEW | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 2.00% | -0.08% | -3.33% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.00% | +0.19% | +0.24% | |
| 8 | TPR | Tapestry Inc | 股票-循環性消費 | 1.98% | -0.10% | -4.74% | |
| 9 | MS | Morgan Stanley | 股票-金融 | 1.96% | +0.25% | -6.09% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.85% | +0.62% | -1.90% | |
| 11 | MET | Metlife Inc | 股票-金融 | 1.79% | +0.14% | -2.79% | |
| 12 | HUBB | Hubbell Inc | 股票-工業 | 1.76% | -0.08% | -3.38% | |
| 13 | PGR | Progressive CORP | 股票-金融 | 1.75% | +0.04% | -2.92% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.73% | -0.91% | +43.35% | |
| 15 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 1.66% | +0.09% | +4.00% | |
| 16 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.65% | -0.35% | -4.32% | |
| 17 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.58% | — | -3.63% | |
| 18 | DOX | Amdocs Limited | 股票-科技 | 1.58% | -0.01% | +8.15% | |
| 19 | COR | Cencora Inc | 股票-醫療保健 | 1.58% | -0.24% | -0.86% | |
| 20 | AMGN | Amgen Inc | 股票-醫療保健 | 1.57% | -0.09% | +4.28% | |
| 21 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.57% | -0.45% | -1.56% | |
| 22 | AIZ | Assurant Inc | 股票-金融 | 1.56% | +0.17% | -1.94% | |
| 23 | RNG | Ringcentral Inc-class A | 股票-科技 | 1.55% | — | — | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.52% | +0.03% | +0.10% | |
| 25 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.52% | -0.05% | +0.62% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.51% | -0.34% | -0.39% | |
| 27 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.51% | -0.23% | -0.07% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.47% | -0.44% | -3.51% | |
| 29 | NFG | National Fuel Gas Co | 股票-能源 | 1.47% | -0.32% | -0.79% | |
| 30 | HON | Honeywell International Inc | 股票-工業 | 1.44% | -1.70% | EXIT | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 1.43% | — | +5.16% | |
| 32 | STWD | Starwood Property Trust Inc | 股票-房地產 | 1.40% | -0.24% | -3.88% | |
| 33 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 1.36% | — | -1.40% | |
| 34 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.36% | -0.12% | -2.43% | |
| 35 | CACI | Caci International Inc -cl A | 股票-科技 | 1.36% | -0.33% | +0.47% | |
| 36 | DELL | Dell Technologies -c | 股票-科技 | 1.25% | +0.81% | -0.39% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.19% | -0.05% | +12.36% | |
| 38 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 1.19% | — | +1.33% | |
| 39 | CI | THE Cigna Group | 股票-醫療保健 | 1.17% | -1.14% | +2.79% | |
| 40 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 1.17% | — | +6.92% | |
| 41 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.11% | — | +7.59% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 1.07% | -0.31% | -20.52% | |
| 43 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 1.03% | -0.05% | +4.25% | |
| 44 | LRGG | Nomura Focused Large Growth | ETF-其他 | 1.00% | -0.05% | +3.80% | |
| 45 | AMKR | Amkor Technology Inc | 股票-科技 | 0.97% | — | -30.93% | |
| 46 | NEM | Newmont CORP | 股票-原物料 | 0.93% | — | +9.20% | |
| 47 | TGT | Target CORP | 股票-循環性消費 | 0.92% | — | -19.85% | |
| 48 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.80% | — | +12.33% | |
| 49 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.69% | -0.05% | +12.90% | |
| 50 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.56% | — | +69.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RNG | Ringcentral Inc-class A | +1.6% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +0.8% | -8.80% | 減碼 |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.5% | +43.35% | 加碼 |
| 4 | TPR | Tapestry Inc | +0.5% | -4.74% | 減碼 |
| 5 | JBL | Jabil Inc | +0.3% | -3.84% | 減碼 |
| 6 | AAPL | Apple Inc | +0.3% | -0.69% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.24% | 加碼 |
| 8 | MS | Morgan Stanley | +0.2% | -6.09% | 減碼 |
| 9 | XOP | Ss Spdr S&p Og Exp & Prod | +0.2% | +69.10% | 加碼 |
| 10 | DRI | Darden Restaurants Inc | +0.2% | +0.62% | 加碼 |
| 11 | CSCO | Cisco Systems Inc | +0.2% | -1.90% | 減碼 |
| 12 | KBWB | Invesco Kbw Bank ETF | +0.2% | +4.25% | 加碼 |
| 13 | HON | Honeywell International Inc | +0.2% | +0.84% | 加碼 |
| 14 | AIQ | Global X Art Intel & Tech | +0.1% | +4.00% | 加碼 |
| 15 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 16 | JPST | Jpmorgan Ultra-short Income | +0.1% | +12.36% | 加碼 |
| 17 | PPA | Invesco Aerospace & Defense | +0.1% | +12.33% | 加碼 |
| 18 | IGV | Ishares Expanded Tech-softwa | +0.1% | +19.15% | 加碼 |
| 19 | BJ | Bj's Wholesale Club Holdings | +0.1% | -1.40% | 減碼 |
| 20 | PYPL | Paypal Holdings Inc | +0.1% | -3.63% | 減碼 |
| 21 | DOX | Amdocs Limited | +0.1% | +8.15% | 加碼 |
| 22 | AIZ | Assurant Inc | +0.1% | -1.94% | 減碼 |
| 23 | JTEK | Jpmorgan US Tech Leaders | +0.1% | +47.00% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +5.61% | 加碼 |
| 25 | EOG | Eog Resources Inc | -0.1% | -28.21% | 減碼 |
| 26 | O | Realty Income CORP | -0.1% | -10.45% | 減碼 |
| 27 | CVX | Chevron CORP | -0.1% | -3.51% | 減碼 |
| 28 | HEDJ | Wisdomtree Europe Hedged Equ | -0.1% | -10.04% | 減碼 |
| 29 | HUBB | Hubbell Inc | -0.1% | -3.38% | 減碼 |
| 30 | LMT | Lockheed Martin CORP | -0.1% | -10.14% | 減碼 |
| 31 | ORCL | Oracle CORP | -0.1% | -3.33% | 減碼 |
| 32 | CAG | Conagra Brands Inc | -0.1% | +6.92% | 加碼 |
| 33 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 34 | UPS | United Parcel Service-cl B | -0.1% | -34.66% | 減碼 |
| 35 | PGR | Progressive CORP | -0.1% | -2.92% | 減碼 |
| 36 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | 清倉 |
| 37 | STWD | Starwood Property Trust Inc | -0.2% | -3.88% | 減碼 |
| 38 | ROBO | Robo Global Robotics And Aut | -0.2% | -99.45% | 減碼 |
| 39 | VZ | Verizon Communications Inc | -0.2% | -1.56% | 減碼 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | +0.10% | 加碼 |
| 41 | VONG | Vanguard Russell 1000 Growth | -0.2% | -12.95% | 減碼 |
| 42 | CI | THE Cigna Group | -0.2% | +2.79% | 加碼 |
| 43 | NEM | Newmont CORP | -0.3% | +9.20% | 加碼 |
| 44 | AMGN | Amgen Inc | -0.3% | +4.28% | 加碼 |
| 45 | CVS | Cvs Health CORP | -0.3% | EXIT | 清倉 |
| 46 | CACI | Caci International Inc -cl A | -0.3% | +0.47% | 加碼 |
| 47 | ELV | Elevance Health Inc | -0.3% | +7.59% | 加碼 |
| 48 | TGT | Target CORP | -0.4% | -19.85% | 減碼 |
| 49 | PFE | Pfizer Inc | -0.4% | -20.52% | 減碼 |
| 50 | AMKR | Amkor Technology Inc | -0.7% | -30.93% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Valley Wealth Managers, Inc. 在 Q4 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 Q4 2024 季度，Valley Wealth Managers, Inc. 按市值排列的前三大核心持股分別為：AVGO (4.0%)、AAPL (3.8%)、VONG (3.5%)。其中最大持股部位 AVGO 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
RNG
市值: US$2079.2萬
本季最大獲利了結 / 清倉標的
CVS
前期市值: US$408.9萬
在 Q4 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 20 個部位、減碼 25 個部位以及清倉 3 個部位。 其中最大新建倉標的為 RNG。 本季清倉部位包含 CVS。
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。