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: 0001941369
申報總市值
US$6611.3萬
US$6611.3萬
214 檔
159.0%
根據最新整理的 13F 季度數據集，Veltria Advisors Corp. 於 Q4 2024 結束時的管理資產規模為 US$6611.3萬。該機構在本季度申報了 214 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2024 的申報記錄反映 Veltria Advisors Corp. 的板塊替換策略：機構本季推動了 77 筆增持與 76 筆減持，籌碼呈現明顯的結構重組。
整體而言，Veltria Advisors Corp. 的前 5 大持股（包含 VUG, SPY, QUAL）貢獻了組合市值的 159.0%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 214 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 | VUG | Vanguard Growth ETF | ETF-其他 | 26.21% | — | -2.67% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.84% | +35.43% | +1.41% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 6.49% | +0.21% | — | |
| 4 | XLF | Ss Financial Select Sector | ETF-其他 | 2.24% | — | +0.12% | |
| 5 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.99% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.45% | -2.05% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.68% | — | +1.23% | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.49% | — | — | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.44% | -1.01% | -0.03% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.36% | — | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | -0.83% | -3.15% | |
| 12 | PPA | Invesco Aerospace & Defense | ETF-其他 | 1.20% | — | — | |
| 13 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 1.19% | — | — | |
| 14 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 1.18% | — | — | |
| 15 | PICK | Ishares Msci Global Metals & | ETF-其他 | 0.90% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | -0.80% | -1.31% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.84% | — | -0.95% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | — | -0.12% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 0.72% | — | +11.80% | |
| 20 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.72% | — | — | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.71% | -0.68% | +1.08% | |
| 22 | BFOR | Barron's 400 ETF | ETF-其他 | 0.70% | -1.76% | — | |
| 23 | MSDL | Morgan Stanley Direct Lendin | 股票-其他 | 0.69% | — | — | |
| 24 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.67% | — | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | -6.03% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.65% | -4.50% | -9.85% | |
| 27 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.62% | — | — | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.61% | — | +5.05% | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 0.56% | -0.81% | +1.35% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | -1.29% | +16.24% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | — | -0.05% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.48% | — | -8.88% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.48% | — | +29.21% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.45% | — | — | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.44% | -0.85% | — | |
| 36 | KKR | Kkr & Co Inc | 股票-金融 | 0.44% | — | +1.86% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.43% | — | — | |
| 38 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.42% | -0.52% | — | |
| 39 | PM | Philip Morris International | 股票-非循環性消費 | 0.40% | — | +1.40% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | — | +17.39% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.39% | — | +1.11% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | — | +1.30% | |
| 43 | IEV | Ishares Europe ETF | ETF-其他 | 0.38% | — | — | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.58% | -6.76% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.36% | -0.37% | -0.91% | |
| 46 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.35% | — | +12.85% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.34% | — | -3.23% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.34% | -3.49% | — | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | — | +10.31% | |
| 50 | NOW | Servicenow Inc | 股票-科技 | 0.33% | — | -2.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +2.4% | -2.67% | 減碼 |
| 2 | MLPX | Global X Mlp & Energy Infras | +2% | NEW | 新建倉 |
| 3 | PPA | Invesco Aerospace & Defense | +1.2% | NEW | 新建倉 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +1.41% | 加碼 |
| 5 | QUAL | Ishares Msci USA Quality Fac | +0.3% | — | 不變 |
| 6 | AMZN | Amazon.com Inc | +0.3% | -0.03% | 減碼 |
| 7 | TSLA | Tesla Inc | +0.3% | +5.05% | 加碼 |
| 8 | XLF | Ss Financial Select Sector | +0.3% | +0.12% | 加碼 |
| 9 | AVGO | Broadcom Inc | +0.2% | +1.08% | 加碼 |
| 10 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 11 | NVDA | Nvidia CORP | +0.2% | -3.15% | 減碼 |
| 12 | LRCX | Lam Research CORP | +0.2% | NEW | 新建倉 |
| 13 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 14 | AAPL | Apple Inc | +0.2% | +11.80% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.1% | +1.35% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.31% | 減碼 |
| 17 | PINS | Pinterest Inc- Class A | +0.1% | NEW | 新建倉 |
| 18 | DDOG | Datadog Inc - Class A | +0.1% | NEW | 新建倉 |
| 19 | ADSK | Autodesk Inc | +0.1% | NEW | 新建倉 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.12% | 減碼 |
| 21 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 22 | PCAR | Paccar Inc | +0.1% | NEW | 新建倉 |
| 23 | CME | Cme Group Inc | +0.1% | NEW | 新建倉 |
| 24 | NEE | Nextera Energy Inc | +0.1% | NEW | 新建倉 |
| 25 | BNY | Bank Of New York Mellon CORP | +0.1% | NEW | 新建倉 |
| 26 | TT | Trane Technologies plc | +0.1% | NEW | 新建倉 |
| 27 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | 新建倉 |
| 28 | COF | Capital One Financial CORP | +0.1% | +51.75% | 加碼 |
| 29 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建倉 |
| 30 | OKTA | Okta Inc | +0.1% | NEW | 新建倉 |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建倉 |
| 32 | YUM | Yum! Brands Inc | +0.1% | NEW | 新建倉 |
| 33 | WDAY | Workday Inc-class A | +0.1% | NEW | 新建倉 |
| 34 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | NEW | 新建倉 |
| 35 | CRM | Salesforce Inc | +0.1% | +16.26% | 加碼 |
| 36 | DFSEUR | Discover Financial Services | +0.1% | NEW | 新建倉 |
| 37 | PYPL | Paypal Holdings Inc | +0.1% | NEW | 新建倉 |
| 38 | CSCO | Cisco Systems Inc | +0.1% | NEW | 新建倉 |
| 39 | ACN | Accenture plc | +0.1% | +64.90% | 加碼 |
| 40 | GPN | Global Payments Inc | +0.1% | NEW | 新建倉 |
| 41 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建倉 |
| 42 | KKR | Kkr & Co Inc | +0.1% | +1.86% | 加碼 |
| 43 | VTV | Vanguard Value ETF | +0.1% | +16.24% | 加碼 |
| 44 | V | Visa Inc-class A Shares | +0.1% | -6.03% | 減碼 |
| 45 | MRVL | Marvell Technology Inc | +0.1% | +1.07% | 加碼 |
| 46 | DIS | Walt Disney Co/the | +0.1% | +5.31% | 加碼 |
| 47 | WFC | Wells Fargo & Co | +0.1% | -3.23% | 減碼 |
| 48 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不變 |
| 49 | BA | Boeing Co/the | +0.1% | +5.94% | 加碼 |
| 50 | UNH | Unitedhealth Group Inc | +0.1% | +29.21% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Veltria Advisors Corp. 在 Q4 2024 季度的美股持倉總市值約為 US$6611.3萬，共申報了 214 個公開持股部位。
在 Q4 2024 季度，Veltria Advisors Corp. 按市值排列的前三大核心持股分別為：VUG (26.2%)、SPY (6.8%)、QUAL (6.5%)。其中最大持股部位 VUG 佔據整體投資組合約 26.2% 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
MLPX
市值: US$478.8萬
本季最大獲利了結 / 清倉標的
ITA
前期市值: US$554.6萬
在 Q4 2024 季度中，Veltria Advisors Corp. 共進行了 153 項持倉異動，包含新建倉 27 個部位、加碼 50 個部位、減碼 55 個部位以及清倉 21 個部位。 其中最大新建倉標的為 MLPX。 本季清倉部位包含 ITA。
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。