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: 0001812090
申報總市值
US$88.3億
US$88.3億
588 檔
1.1%
Q3 2024 季度申報顯示，Vise Technologies, Inc. 揭露的美股組合總市值為 US$88.3億，涵蓋 588 個不同之權益投資部位。
在 Q3 2024，Vise Technologies, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 10 個新部位，並對 39 個既有持股進行加碼（合計增持 49 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, VCIT, AAPL）占據了總市值的 1.1%，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 588 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 | MSFT | Microsoft CORP | 股票-科技 | 2.63% | -0.60% | +76.28% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.58% | -0.20% | +11.53% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.50% | -2.75% | EXIT | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | -0.42% | +36.81% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.18% | -1.38% | EXIT | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.08% | -0.18% | +2.60% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.07% | -0.20% | +5.50% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.71% | -0.27% | +21.16% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.67% | -0.12% | -1.36% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.54% | — | +1.66% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.53% | -0.18% | -4.55% | |
| 12 | MBB | Ishares Mbs ETF | ETF-其他 | 1.49% | +0.07% | -0.73% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.42% | +0.17% | +46.04% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | +0.09% | +28.22% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.28% | -0.05% | -4.38% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.09% | -0.04% | +12.07% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | -0.65% | EXIT | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.06% | +0.41% | +0.40% | |
| 19 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.03% | -0.06% | -6.98% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.01% | +1273.70% | |
| 21 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.91% | -0.04% | -5.26% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | -0.03% | +28.56% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.78% | -0.10% | +10.41% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.72% | -0.14% | +19.50% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.71% | -0.07% | +3.16% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.05% | +47.26% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.68% | +0.36% | -6.29% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.64% | -0.09% | +88.93% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | +0.08% | — | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | +0.17% | +7.83% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | +0.20% | +21.72% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.62% | +0.01% | +3.75% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.61% | -0.04% | +1.52% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.06% | +22.66% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.59% | -0.06% | +0.15% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.57% | -0.04% | +1.60% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.56% | -0.07% | +16.38% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.05% | — | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.54% | -0.10% | +289.88% | |
| 40 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 0.53% | -0.04% | EXIT | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.51% | +0.03% | +18.03% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.49% | +0.04% | +55.47% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.48% | -0.06% | +114.08% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.47% | -0.02% | -1.16% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | +0.31% | +289.48% | |
| 46 | CAT | Caterpillar Inc | 股票-工業 | 0.45% | +0.26% | +28.97% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.45% | +0.01% | -4.36% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.45% | -0.14% | +233.49% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.20% | +15.70% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.43% | -0.01% | +0.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +0.6% | NEW | 新建倉 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | +0.5% | +76.28% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +77.99% | 加碼 |
| 5 | AAPL | Apple Inc | +0.4% | +47.69% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | +1238.49% | 加碼 |
| 7 | CRM | Salesforce Inc | +0.4% | +289.88% | 加碼 |
| 8 | IWB | Ishares Russell 1000 ETF | +0.3% | NEW | 新建倉 |
| 9 | VTV | Vanguard Value ETF | +0.3% | +289.48% | 加碼 |
| 10 | NFLX | Netflix Inc | +0.3% | +233.49% | 加碼 |
| 11 | NOW | Servicenow Inc | +0.3% | +251.78% | 加碼 |
| 12 | URI | United Rentals Inc | +0.2% | NEW | 新建倉 |
| 13 | MA | Mastercard Inc - A | +0.2% | +88.93% | 加碼 |
| 14 | ACN | Accenture plc | +0.2% | +114.08% | 加碼 |
| 15 | BLDR | Builders Firstsource Inc | +0.2% | NEW | 新建倉 |
| 16 | TKC | Turkcell Iletisim Hizmet-adr | +0.2% | NEW | 新建倉 |
| 17 | GE | General Electric | +0.2% | +136.00% | 加碼 |
| 18 | CLS | Celestica Inc | +0.1% | NEW | 新建倉 |
| 19 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 20 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建倉 |
| 21 | AMD | Advanced Micro Devices | +0.1% | +120.04% | 加碼 |
| 22 | ABT | Abbott Laboratories | +0.1% | +154.56% | 加碼 |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | +315.09% | 加碼 |
| 24 | FLEX | Flex Ltd. | +0.1% | NEW | 新建倉 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +55.47% | 加碼 |
| 26 | TSLA | Tesla Inc | +0.1% | +19.50% | 加碼 |
| 27 | TMUS | T-mobile US Inc | +0.1% | +102.44% | 加碼 |
| 28 | V | Visa Inc-class A Shares | +0.1% | +47.26% | 加碼 |
| 29 | KO | Coca-cola Co/the | +0.1% | +53.68% | 加碼 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +30.26% | 加碼 |
| 31 | AXP | American Express Co | +0.1% | +44.04% | 加碼 |
| 32 | NEE | Nextera Energy Inc | +0.1% | +59.36% | 加碼 |
| 33 | AVGO | Broadcom Inc | +0.1% | +1273.70% | 加碼 |
| 34 | LOW | Lowe's Cos Inc | +0.1% | +32.91% | 加碼 |
| 35 | ORCL | Oracle CORP | 0% | +22.66% | 加碼 |
| 36 | CAT | Caterpillar Inc | 0% | +28.97% | 加碼 |
| 37 | IBM | Intl Business Machines CORP | 0% | +13.23% | 加碼 |
| 38 | META | Meta Platforms Inc-class A | 0% | +21.16% | 加碼 |
| 39 | ABBV | Abbvie Inc | 0% | +18.03% | 加碼 |
| 40 | JNJ | Johnson & Johnson | 0% | +21.72% | 加碼 |
| 41 | WMT | Walmart Inc | 0% | +12.07% | 加碼 |
| 42 | JPM | Jpmorgan Chase & Co | 0% | +28.22% | 加碼 |
| 43 | NVDA | Nvidia CORP | -0.1% | +36.81% | 加碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.1% | +46.04% | 加碼 |
| 45 | LLY | Eli Lilly & Co | -0.1% | +28.56% | 加碼 |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 47 | VWO | Vanguard Ftse Emerging Marke | -0.4% | +1.66% | 加碼 |
| 48 | VCIT | Vanguard Int-term Corporate | -0.5% | +11.53% | 加碼 |
| 49 | VGIT | Vanguard Intermediate-term T | -0.5% | +5.50% | 加碼 |
| 50 | BNDX | Vanguard Total Intl Bond ETF | -0.6% | +2.60% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Vise Technologies, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$88.3億，共申報了 588 個公開持股部位。
在 Q3 2024 季度，Vise Technologies, Inc. 按市值排列的前三大核心持股分別為：MSFT (2.6%)、VCIT (2.6%)、AAPL (2.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.6% 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
VIG
市值: US$501.5萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$105.5萬
在 Q3 2024 季度中，Vise Technologies, Inc. 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 39 個部位、減碼 0 個部位以及清倉 1 個部位。 其中最大新建倉標的為 VIG。 本季清倉部位包含 LRCXEUR。
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。