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: 0001802891
申報總市值
US$5.4億
US$5.4億
64 檔
35.8%
在 Q4 2024 的 13F 官方備案中，Verde Capital Management 管理的美股投資組合規模來到 US$5.4億，整體持股檔數為 64 檔。
Verde Capital Management 於 Q4 2024 展現出進攻型調倉步調，本季推動了 12 檔股票的新建倉與 28 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Verde Capital Management 的前 5 大核心持股（包含 ESGV, MOAT, QQQM 等）合計佔整體申報市值的 35.8%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 16.65% | -8.00% | +2.32% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 14.84% | -0.33% | +0.27% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 8.50% | +1.01% | +0.97% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 7.44% | -0.48% | +13.57% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.24% | -0.15% | +2.63% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 5.83% | +0.09% | +11.33% | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 2.51% | -1.74% | -11.41% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.45% | +0.04% | -3.12% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.29% | -0.41% | +3.01% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 2.26% | — | -34.17% | |
| 11 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-其他 | 2.22% | -0.42% | +6.82% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.04% | -0.28% | +14.94% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | -0.09% | +3.62% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.58% | -0.06% | -11.21% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.23% | -0.37% | -13.82% | |
| 16 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 1.20% | -0.19% | -5.14% | |
| 17 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.18% | +0.17% | +8.02% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.07% | -0.18% | +106.28% | |
| 19 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.04% | -0.04% | +9.37% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.98% | +0.08% | +9.50% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.95% | +0.07% | -4.18% | |
| 22 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.87% | -0.13% | +8.07% | |
| 23 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.78% | +0.01% | +25.34% | |
| 24 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.77% | -0.09% | +9.83% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.77% | — | -19.12% | |
| 26 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.67% | -0.01% | +100.30% | |
| 27 | AZO | Autozone Inc | 股票-循環性消費 | 0.62% | -0.15% | +90.03% | |
| 28 | EQIX | Equinix Inc | 股票-房地產 | 0.58% | -0.05% | +11.11% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.58% | — | +115.56% | |
| 30 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.57% | +0.16% | -7.55% | |
| 31 | WELL | Welltower Inc | 股票-房地產 | 0.56% | -0.02% | +4.50% | |
| 32 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.52% | — | +20.32% | |
| 33 | AAPL | Apple Inc | 股票-科技 | 0.51% | +0.02% | +9.93% | |
| 34 | PLD | Prologis Inc | 股票-房地產 | 0.49% | -0.05% | +3.22% | |
| 35 | CAVA | Cava Group Inc | 股票-循環性消費 | 0.48% | — | — | |
| 36 | AMT | American Tower CORP | 股票-房地產 | 0.47% | -0.04% | +2.73% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | -0.01% | +50.37% | |
| 38 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.44% | — | -64.28% | |
| 39 | CTAS | Cintas CORP | 股票-工業 | 0.40% | — | +225.43% | |
| 40 | PGR | Progressive CORP | 股票-金融 | 0.34% | -0.07% | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.32% | -0.01% | +8.58% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.30% | -0.12% | -18.95% | |
| 43 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-其他 | 0.30% | -0.06% | +10.78% | |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.29% | -0.03% | +12.44% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | -0.01% | +13.93% | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.25% | -0.03% | +1.17% | |
| 47 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.24% | — | +52.31% | |
| 48 | INTU | Intuit Inc | 股票-科技 | 0.21% | -0.08% | +78.75% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.16% | — | -27.32% | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.14% | +0.06% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAVA | Cava Group Inc | +0.5% | NEW | 新建倉 |
| 2 | IBIT | Ishares Bitcoin Trust ETF | +0.5% | -11.41% | 減碼 |
| 3 | PGR | Progressive CORP | +0.3% | NEW | 新建倉 |
| 4 | ORLY | O'reilly Automotive Inc | +0.3% | +100.30% | 加碼 |
| 5 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | -5.14% | 減碼 |
| 6 | AZO | Autozone Inc | +0.3% | +90.03% | 加碼 |
| 7 | CTAS | Cintas CORP | +0.3% | +225.43% | 加碼 |
| 8 | SPOT | Spotify Technology S.A. | +0.2% | +9.37% | 加碼 |
| 9 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +115.56% | 加碼 |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | +0.2% | +11.33% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | +3.62% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +9.50% | 加碼 |
| 13 | ABNB | Airbnb Inc-class A | +0.1% | +25.34% | 加碼 |
| 14 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 15 | MCD | Mcdonald's CORP | +0.1% | NEW | 新建倉 |
| 16 | MSFT | Microsoft CORP | +0.1% | +50.37% | 加碼 |
| 17 | VUG | Vanguard Growth ETF | +0.1% | NEW | 新建倉 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | 新建倉 |
| 19 | INTU | Intuit Inc | +0.1% | +78.75% | 加碼 |
| 20 | CMG | Chipotle Mexican Grill Inc | +0.1% | +20.32% | 加碼 |
| 21 | TJX | Tjx Companies Inc | +0.1% | +52.31% | 加碼 |
| 22 | VCIT | Vanguard Int-term Corporate | +0.1% | +14.94% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
| 24 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +8.02% | 加碼 |
| 25 | AMZN | Amazon.com Inc | +0.1% | -4.18% | 減碼 |
| 26 | EQIX | Equinix Inc | +0.1% | +11.11% | 加碼 |
| 27 | AAPL | Apple Inc | +0.1% | +9.93% | 加碼 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | 新建倉 |
| 29 | CAH | Cardinal Health Inc | +0.1% | NEW | 新建倉 |
| 30 | XOM | Exxon Mobil CORP | +0.1% | NEW | 新建倉 |
| 31 | EW | Edwards Lifesciences CORP | +0.1% | NEW | 新建倉 |
| 32 | BAX | Baxter International Inc | +0.1% | NEW | 新建倉 |
| 33 | V | Visa Inc-class A Shares | +0.1% | +13.93% | 加碼 |
| 34 | NFLX | Netflix Inc | 0% | -13.82% | 減碼 |
| 35 | SPIP | Ss Spdr P Tips ETF | 0% | +9.83% | 加碼 |
| 36 | QQQM | Invesco Nasdaq 100 ETF | 0% | +0.97% | 加碼 |
| 37 | UNH | Unitedhealth Group Inc | 0% | -23.78% | 減碼 |
| 38 | COST | Costco Wholesale CORP | -0.1% | -18.95% | 減碼 |
| 39 | TSLA | Tesla Inc | -0.1% | -34.17% | 減碼 |
| 40 | ESGV | Vanguard Esg US Stock ETF | -0.1% | +2.32% | 加碼 |
| 41 | PLD | Prologis Inc | -0.1% | +3.22% | 加碼 |
| 42 | LMT | Lockheed Martin CORP | -0.1% | -27.32% | 減碼 |
| 43 | AMT | American Tower CORP | -0.2% | +2.73% | 加碼 |
| 44 | BIV | Vanguard Intermediate-term B | -0.2% | +3.01% | 加碼 |
| 45 | ILTB | Ishares Core 10+ Year Usd Bo | -0.2% | +6.82% | 加碼 |
| 46 | IJH | Ishares Core S&p Midcap ETF | -0.3% | +2.63% | 加碼 |
| 47 | IJR | Ishares Core S&p Small-cap E | -0.3% | -11.21% | 減碼 |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.4% | +13.57% | 加碼 |
| 49 | PYPL | Paypal Holdings Inc | -0.8% | -64.28% | 減碼 |
| 50 | MOAT | Vaneck Morningstar Wide Moat | -1.6% | +0.27% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Verde Capital Management 在 Q4 2024 季度的美股持倉總市值約為 US$5.4億，共申報了 64 個公開持股部位。
在 Q4 2024 季度，Verde Capital Management 按市值排列的前三大核心持股分別為：ESGV (16.6%)、MOAT (14.8%)、QQQM (8.5%)。其中最大持股部位 ESGV 佔據整體投資組合約 16.6% 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
CAVA
市值: US$170.0萬
本季最大獲利了結 / 清倉標的
TSLA
前期市值: US$787.9萬
在 Q4 2024 季度中，Verde Capital Management 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 28 個部位、減碼 10 個部位以及清倉 0 個部位。 其中最大新建倉標的為 CAVA。
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。