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: 0001132699
申報總市值
US$15.5億
US$15.5億
245 檔
29.4%
在 Q3 2024 的 13F 官方備案中，Vestor Capital, LLC 管理的美股投資組合規模來到 US$15.5億，整體持股檔數為 245 檔。
觀察 Q3 2024 的資金脈絡，Vestor Capital, LLC 在獲利結算 7 檔個股的同時，將資本重新部署至 3 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，Vestor Capital, LLC 的前 5 大核心持股（包含 AAPL, MSFT, 等）合計佔整體申報市值的 29.4%，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 245 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 | AAPL | Apple Inc | 股票-科技 | 9.80% | -6.07% | +9.93% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.66% | -2.80% | +12.25% | |
| 3 | ✓ | 股票-其他 | 7.17% | — | -8.24% | ||
| 4 | AVGO | Broadcom Inc | 股票-科技 | 5.40% | -2.80% | +979.99% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.80% | -3.24% | -11.83% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 4.53% | — | +31072.51% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.39% | -2.77% | -24.46% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.32% | -2.56% | -36.48% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.19% | -0.72% | -20.73% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.51% | -3.40% | +21.92% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.15% | -1.37% | +1.19% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.70% | -0.43% | -1.60% | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.61% | -1.50% | -1.13% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.59% | -0.01% | +538.45% | |
| 15 | FISV | Fiserv Inc | 股票-其他 | 1.47% | — | +1.58% | |
| 16 | ✓ | 股票-其他 | 1.45% | — | -1.75% | ||
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.41% | — | -30.49% | |
| 18 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.38% | -1.47% | +196.96% | |
| 19 | FTI | TechnipFMC plc | 股票-能源 | 1.24% | — | +31.61% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.20% | +4.78% | +37.72% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.14% | -0.40% | +100.23% | |
| 22 | WM | Waste Management Inc | 股票-工業 | 1.12% | +1.74% | +109.29% | |
| 23 | UBER | Uber Technologies Inc | 股票-工業 | 1.08% | — | +1.66% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.04% | -0.34% | +102.03% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 0.99% | -2.44% | +222.06% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.95% | -0.76% | +16.18% | |
| 27 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.90% | — | +195.96% | |
| 28 | ✓ | 股票-其他 | 0.90% | — | +5663.00% | ||
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.87% | -0.88% | -0.05% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | +0.56% | -66.67% | |
| 31 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.85% | -0.27% | EXIT | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | -0.06% | +1129.63% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.74% | +0.21% | -64.59% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.72% | -1.01% | +557.48% | |
| 35 | CWK | Cushman & Wakefield Limited | 股票-其他 | 0.72% | — | +124.72% | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.71% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | -0.04% | -0.83% | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.67% | -0.02% | +37.48% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.67% | -0.54% | EXIT | |
| 40 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.65% | -0.11% | +30.44% | |
| 41 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.63% | -0.36% | +1.57% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.61% | — | -2.42% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.59% | -1.36% | -2.53% | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.58% | -3.71% | -0.24% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.57% | -0.47% | -1.40% | |
| 46 | SPGI | S&p Global Inc | 股票-金融 | 0.52% | -0.01% | EXIT | |
| 47 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.44% | — | +1.10% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | -1.07% | -3.33% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.39% | -1.05% | +4939.83% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.38% | — | -1.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +4.5% | +31072.51% | 加碼 |
| 2 | AAPL | Apple Inc | +1.5% | +9.93% | 加碼 |
| 3 | COP | Conocophillips | +1.3% | +538.45% | 加碼 |
| 4 | CAH | Cardinal Health Inc | +1% | +196.96% | 加碼 |
| 5 | CRM | Salesforce Inc | +0.9% | — | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.8% | +1129.63% | 加碼 |
| 7 | AZNN | Astrazeneca Plc-spons Adr | +0.7% | NEW | 新建倉 |
| 8 | MS | Morgan Stanley | +0.7% | +222.06% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.6% | +557.48% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.6% | +979.99% | 加碼 |
| 11 | BDX | Becton Dickinson And Co | +0.6% | +195.96% | 加碼 |
| 12 | HD | Home Depot Inc | +0.6% | +102.03% | 加碼 |
| 13 | PEP | Pepsico Inc | +0.6% | +100.23% | 加碼 |
| 14 | WM | Waste Management Inc | +0.6% | +109.29% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.5% | +21.92% | 加碼 |
| 16 | CWK | Cushman & Wakefield Limited | +0.5% | +124.72% | 加碼 |
| 17 | ORCL | Oracle CORP | +0.5% | +37.72% | 加碼 |
| 18 | MSFT | Microsoft CORP | +0.4% | +12.25% | 加碼 |
| 19 | WMT | Walmart Inc | +0.4% | +4939.83% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.3% | NEW | 新建倉 |
| 21 | ETN | Eaton Corporation plc | +0.3% | NEW | 新建倉 |
| 22 | FTI | TechnipFMC plc | +0.3% | +31.61% | 加碼 |
| 23 | FISV | Fiserv Inc | +0.2% | +1.58% | 加碼 |
| 24 | VNQ | Vanguard Real Estate ETF | +0.2% | +16.18% | 加碼 |
| 25 | VPU | Vanguard Utilities ETF | +0.2% | +30.44% | 加碼 |
| 26 | NFLX | Netflix Inc | +0.2% | +37.48% | 加碼 |
| 27 | JLL | Jones Lang Lasalle Inc | +0.2% | +0.90% | 加碼 |
| 28 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.19% | 加碼 |
| 29 | EFA | Ishares Msci Eafe ETF | 0% | -1.60% | 減碼 |
| 30 | SLB | Slb LTD | -0.3% | -95.64% | 減碼 |
| 31 | APO | Apollo Global Management Inc | -0.3% | EXIT | 清倉 |
| 32 | DKNG | Draftkings Inc-cl A | -0.5% | EXIT | 清倉 |
| 33 | SDRL | Seadrill Limited | -0.5% | EXIT | 清倉 |
| 34 | GLW | Corning Inc | -0.5% | EXIT | 清倉 |
| 35 | CRWD | Crowdstrike Holdings Inc - A | -0.6% | -98.44% | 減碼 |
| 36 | ARM | Arm Holdings Plc-adr | -0.6% | EXIT | 清倉 |
| 37 | SNPS | Synopsys Inc | -0.7% | -99.15% | 減碼 |
| 38 | PANW | Palo Alto Networks Inc | -0.7% | -30.49% | 減碼 |
| 39 | PINS | Pinterest Inc- Class A | -0.8% | EXIT | 清倉 |
| 40 | BAC | Bank Of America CORP | -0.8% | -68.50% | 減碼 |
| 41 | AMZN | Amazon.com Inc | -1% | -11.83% | 減碼 |
| 42 | NVDA | Nvidia CORP | -1% | — | 減碼 |
| 43 | LLY | Eli Lilly & Co | -1% | -20.73% | 減碼 |
| 44 | COR | Cencora Inc | -1.1% | -99.10% | 減碼 |
| 45 | UNH | Unitedhealth Group Inc | -1.1% | -64.59% | 減碼 |
| 46 | MU | Micron Technology Inc | -1.2% | EXIT | 清倉 |
| 47 | V | Visa Inc-class A Shares | -1.7% | -66.67% | 減碼 |
| 48 | META | Meta Platforms Inc-class A | -1.8% | -36.48% | 減碼 |
| 49 | GOOG | Alphabet Inc-cl C | -2.1% | -24.46% | 減碼 |
| 50 | MCK | Mckesson CORP | -2.2% | -98.34% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Vestor Capital, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$15.5億，共申報了 245 個公開持股部位。
在 Q3 2024 季度，Vestor Capital, LLC 按市值排列的前三大核心持股分別為：AAPL (9.8%)、MSFT (8.7%)、 (7.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.8% 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
AZNN
市值: US$900.9萬
本季最大獲利了結 / 清倉標的
MU
前期市值: US$1465.3萬
在 Q3 2024 季度中，Vestor Capital, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 25 個部位、減碼 15 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AZNN。 本季清倉部位包含 MU。
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。