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
816 檔
1.8%
在 Q4 2024 申報期間，Vise Technologies, Inc.（CIK: 0001812090）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$88.3億，共持有 816 個公開申報部位。
Vise Technologies, Inc. 於 Q4 2024 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 42 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。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, MSFT）累計市值佔比達 1.8%，是驅動 Vise Technologies, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 816 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 | 3.37% | -2.75% | EXIT | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.13% | -0.42% | +73.68% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.60% | +67.91% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.52% | -1.38% | EXIT | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.73% | -0.20% | +6.72% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.68% | -0.27% | +46.74% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.66% | +0.17% | +55.90% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.42% | -0.20% | +9.00% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.41% | -0.18% | +6.04% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.20% | — | +29.00% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | +0.01% | +41.64% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.15% | -0.14% | +56.89% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.07% | +0.36% | +136.99% | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.05% | -0.12% | +7.33% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.04% | -0.04% | +30.84% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.98% | -0.18% | -0.79% | |
| 17 | MBB | Ishares Mbs ETF | ETF-其他 | 0.97% | +0.07% | +3.84% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.93% | +0.05% | +122.41% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | +0.09% | -9.53% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.65% | EXIT | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.89% | -0.05% | +7.65% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.05% | +46.92% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | -0.03% | +57.23% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.09% | +63.90% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.72% | +0.41% | +14.66% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.64% | -0.06% | +4.71% | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.60% | -0.04% | +0.90% | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 0.60% | -0.14% | +62.79% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.57% | -0.10% | +227.43% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | +0.11% | +72.77% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.56% | -0.10% | +29.57% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | +0.01% | +31.00% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.17% | +29.75% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.49% | -0.07% | +9.88% | |
| 35 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.47% | -0.18% | +1777.36% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.46% | -0.05% | +46.19% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.44% | -0.06% | +16.23% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.43% | -0.06% | +10.88% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.42% | -0.06% | +35.20% | |
| 40 | CAT | Caterpillar Inc | 股票-工業 | 0.42% | +0.26% | +52.59% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | +0.08% | +0.52% | |
| 42 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.41% | -0.04% | +6.16% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.41% | +0.04% | +44.78% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | +0.20% | +8.06% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.40% | -0.03% | +84.52% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | +0.01% | +77.01% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.39% | -0.24% | EXIT | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.39% | +0.03% | +28.52% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | -0.03% | +16.91% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.36% | +0.20% | +13.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +91.27% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.6% | +73.68% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.4% | +56.89% | 加碼 |
| 4 | HDB | Hdfc Bank Ltd-adr | +0.4% | +1777.36% | 加碼 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.4% | +136.99% | 加碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +122.41% | 加碼 |
| 7 | ✓ | Wns Holdings LTD | +0.4% | NEW | 新建倉 |
| 8 | AMZN | Amazon.com Inc | +0.3% | +49.41% | 加碼 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | NEW | 新建倉 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +55.90% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.2% | +41.64% | 加碼 |
| 12 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +582.26% | 加碼 |
| 13 | IMTM | Ishares Msci Intl Momentum F | +0.2% | +360.16% | 加碼 |
| 14 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 15 | MSFT | Microsoft CORP | +0.2% | +67.91% | 加碼 |
| 16 | CLS | Celestica Inc | +0.2% | +100.95% | 加碼 |
| 17 | AGG | Ishares Core U.s. Aggregate | +0.2% | +338.70% | 加碼 |
| 18 | DWAS | Invesco Dorsey Wright Smallc | +0.2% | +507.30% | 加碼 |
| 19 | INFY | Infosys Ltd-sp Adr | +0.2% | +748.59% | 加碼 |
| 20 | GSLC | Goldman Activebeta US Lc ETF | +0.2% | NEW | 新建倉 |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +283.56% | 加碼 |
| 22 | NFLX | Netflix Inc | +0.2% | +62.79% | 加碼 |
| 23 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.2% | +610.07% | 加碼 |
| 24 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +811.62% | 加碼 |
| 25 | IWD | Ishares Russell 1000 Value E | +0.1% | +479.25% | 加碼 |
| 26 | JPUS | Jpmorgan Div Ret US Eq ETF | +0.1% | NEW | 新建倉 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +72.77% | 加碼 |
| 28 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 29 | AVLV | Avantis US Large Cap Value | +0.1% | NEW | 新建倉 |
| 30 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +267.66% | 加碼 |
| 31 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | 新建倉 |
| 32 | SSUS | Day Hagan Smart Sector ETF | +0.1% | +200.10% | 加碼 |
| 33 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +310.96% | 加碼 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +171.54% | 加碼 |
| 35 | MA | Mastercard Inc - A | +0.1% | +63.90% | 加碼 |
| 36 | GLD | Spdr Gold Shares | +0.1% | +175.89% | 加碼 |
| 37 | AMP | Ameriprise Financial Inc | +0.1% | +158.45% | 加碼 |
| 38 | V | Visa Inc-class A Shares | +0.1% | +46.92% | 加碼 |
| 39 | COST | Costco Wholesale CORP | +0.1% | +77.01% | 加碼 |
| 40 | NOW | Servicenow Inc | +0.1% | +46.19% | 加碼 |
| 41 | PG | Procter & Gamble Co/the | +0.1% | +84.52% | 加碼 |
| 42 | MS | Morgan Stanley | 0% | +44.91% | 加碼 |
| 43 | CRM | Salesforce Inc | 0% | +29.57% | 加碼 |
| 44 | AXP | American Express Co | — | +41.65% | 加碼 |
| 45 | META | Meta Platforms Inc-class A | 0% | +46.74% | 加碼 |
| 46 | CAT | Caterpillar Inc | 0% | +52.59% | 加碼 |
| 47 | WMT | Walmart Inc | -0.1% | +30.84% | 加碼 |
| 48 | LLY | Eli Lilly & Co | -0.1% | +57.23% | 加碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +31.74% | 加碼 |
| 50 | VWO | Vanguard Ftse Emerging Marke | -0.3% | +29.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Vise Technologies, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$88.3億，共申報了 816 個公開持股部位。
在 Q4 2024 季度，Vise Technologies, Inc. 按市值排列的前三大核心持股分別為：AAPL (3.4%)、NVDA (3.1%)、MSFT (2.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.4% 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
WNS HOLDINGS LTD
市值: US$431.0萬
在 Q4 2024 季度中，Vise Technologies, Inc. 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 42 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 WNS HOLDINGS LTD。
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。