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: 0001417889
申報總市值
US$8.8億
US$8.8億
127 檔
26.2%
Vision Capital Management, Inc. 在 Q3 2024 季度的美股部位總計估值為 US$8.8億，分散於 127 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2024 數據顯示 Vision Capital Management, Inc. 積極進場，新開立 3 個部位並同步加碼 29 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 IVV, VEA, AAPL）累計市值佔比達 26.2%，是驅動 Vision Capital Management, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.05% | +0.17% | -6.28% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.70% | -0.17% | +1.19% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.49% | +0.19% | -0.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.30% | -0.29% | +1.79% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 3.82% | +0.19% | +4.33% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.65% | +0.04% | -0.20% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.34% | +0.04% | +1.73% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.92% | +0.40% | -1.01% | |
| 9 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.58% | -0.71% | +0.12% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.57% | -0.02% | -0.18% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.52% | -0.12% | -2.20% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.23% | -0.18% | +1.59% | |
| 13 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.10% | -0.05% | -5.23% | |
| 14 | UHAL-B | U-haul Holding Co-non Voting | 股票-其他 | 1.91% | +0.13% | +2.10% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.87% | -0.02% | +6.23% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | +0.06% | -8.25% | |
| 17 | AMGN | Amgen Inc | 股票-醫療保健 | 1.58% | -0.10% | -0.78% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.57% | — | -2.03% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.51% | -0.10% | +12.95% | |
| 20 | BR | Broadridge Financial Solutio | 股票-科技 | 1.50% | -0.20% | +1.11% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.37% | -0.28% | -11.61% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.36% | -0.02% | +0.99% | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.32% | +0.01% | +1.84% | |
| 24 | HON | Honeywell International Inc | 股票-工業 | 1.20% | -1.07% | EXIT | |
| 25 | WSO | Watsco Inc | 股票-工業 | 1.16% | +0.03% | -13.79% | |
| 26 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.10% | — | +8.41% | |
| 27 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.00% | -0.13% | +1.52% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.95% | -0.05% | +2.16% | |
| 29 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.93% | -0.06% | -11.80% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.87% | -0.10% | -1.20% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.87% | -0.17% | +1.71% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.87% | +0.02% | -14.80% | |
| 33 | PGR | Progressive CORP | 股票-金融 | 0.83% | — | +3.20% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.79% | -0.01% | -0.34% | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.78% | -0.05% | -3.44% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.77% | -0.09% | +1.05% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | +0.11% | -0.89% | |
| 38 | SLB | Slb LTD | 股票-能源 | 0.74% | -0.11% | +2.71% | |
| 39 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.71% | +0.03% | +21.99% | |
| 40 | SNA | Snap-on Inc | 股票-工業 | 0.67% | -0.02% | +5.86% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.62% | +0.18% | +2.83% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.58% | +0.07% | +2.55% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.51% | +0.02% | -0.29% | |
| 44 | KMX | Carmax Inc | 股票-循環性消費 | 0.47% | +0.02% | -13.93% | |
| 45 | NVR | Nvr Inc | 股票-循環性消費 | 0.44% | -0.02% | -27.44% | |
| 46 | DINO | Hf Sinclair CORP | 股票-能源 | 0.42% | -0.02% | +1.12% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | +0.04% | -0.03% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.42% | +0.04% | -0.78% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.42% | — | +13.13% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.41% | — | +2.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | -0.45% | 減碼 |
| 2 | SHW | Sherwin-williams Co/the | +0.3% | -5.23% | 減碼 |
| 3 | UHAL-B | U-haul Holding Co-non Voting | +0.3% | +2.10% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +12.95% | 加碼 |
| 5 | SBUX | Starbucks CORP | +0.2% | +1.84% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.2% | NEW | 新建倉 |
| 7 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +4.33% | 加碼 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +1.19% | 加碼 |
| 9 | IAU | Ishares Gold Trust | +0.2% | +0.12% | 加碼 |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +1.73% | 加碼 |
| 11 | IQV | Iqvia Holdings Inc | +0.1% | +8.41% | 加碼 |
| 12 | PGR | Progressive CORP | +0.1% | +3.20% | 加碼 |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.20% | 減碼 |
| 14 | CVS | Cvs Health CORP | +0.1% | +21.99% | 加碼 |
| 15 | WMS | Advanced Drainage Systems In | +0.1% | +105.52% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +6.23% | 加碼 |
| 17 | NEE | Nextera Energy Inc | +0.1% | -1.20% | 減碼 |
| 18 | LOW | Lowe's Cos Inc | +0.1% | -3.44% | 減碼 |
| 19 | BR | Broadridge Financial Solutio | +0.1% | +1.11% | 加碼 |
| 20 | ZTS | Zoetis Inc | +0.1% | +1.52% | 加碼 |
| 21 | SNA | Snap-on Inc | +0.1% | +5.86% | 加碼 |
| 22 | ABBV | Abbvie Inc | +0.1% | NEW | 新建倉 |
| 23 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +13.13% | 加碼 |
| 24 | UHAL | U-haul Holding Co | +0.1% | +3.08% | 加碼 |
| 25 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +78.53% | 加碼 |
| 26 | CAT | Caterpillar Inc | +0.1% | NEW | 新建倉 |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +1.59% | 加碼 |
| 28 | USB | US Bancorp | 0% | +2.42% | 加碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +11.32% | 加碼 |
| 30 | CHRW | C.h. Robinson Worldwide Inc | 0% | +1.31% | 加碼 |
| 31 | SCHF | Schwab Intl Equity ETF | 0% | +0.99% | 加碼 |
| 32 | SPEM | State Street Sp Ptf Em ETF | 0% | -0.34% | 減碼 |
| 33 | CRM | Salesforce Inc | 0% | +1.71% | 加碼 |
| 34 | IDEV | Ishares Core Msci Dev Mkts | — | -2.20% | 減碼 |
| 35 | IJH | Ishares Core S&p Midcap ETF | 0% | -2.03% | 減碼 |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | -0.1% | EXIT | 清倉 |
| 37 | FFIV | F5 Inc | -0.1% | -67.73% | 減碼 |
| 38 | DINO | Hf Sinclair CORP | -0.1% | +1.12% | 加碼 |
| 39 | SLB | Slb LTD | -0.1% | +2.71% | 加碼 |
| 40 | QCOM | Qualcomm Inc | -0.1% | +2.83% | 加碼 |
| 41 | VOO | Vanguard S&p 500 ETF | -0.2% | -14.80% | 減碼 |
| 42 | PINS | Pinterest Inc- Class A | -0.2% | +3.16% | 加碼 |
| 43 | WSO | Watsco Inc | -0.2% | -13.79% | 減碼 |
| 44 | COST | Costco Wholesale CORP | -0.2% | -11.61% | 減碼 |
| 45 | AMZN | Amazon.com Inc | -0.3% | -0.18% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.3% | -8.25% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.3% | +1.79% | 加碼 |
| 48 | DFSEUR | Discover Financial Services | -0.4% | -62.06% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.5% | -1.01% | 減碼 |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.6% | -6.28% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Vision Capital Management, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$8.8億，共申報了 127 個公開持股部位。
在 Q3 2024 季度，Vision Capital Management, Inc. 按市值排列的前三大核心持股分別為：IVV (9.1%)、VEA (7.7%)、AAPL (7.5%)。其中最大持股部位 IVV 佔據整體投資組合約 9.1% 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
AMAT
市值: US$165.6萬
本季最大獲利了結 / 清倉標的
SHM
前期市值: US$54.3萬
在 Q3 2024 季度中，Vision Capital Management, Inc. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 29 個部位、減碼 17 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AMAT。 本季清倉部位包含 SHM。
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。