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
131 檔
26.4%
根據最新整理的 13F 季度數據集，Vision Capital Management, Inc. 於 Q4 2024 結束時的管理資產規模為 US$8.8億。該機構在本季度申報了 131 檔美股持倉，呈現出該時期的主要投資地圖。
Vision Capital Management, Inc. 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 33 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 IVV, AAPL, VEA）占據了總市值的 26.4%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 9.81% | +0.17% | +1.84% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.30% | +0.19% | -1.04% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.41% | -0.17% | +1.96% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 4.25% | +0.19% | +1.76% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.22% | +0.04% | +12.53% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | -0.29% | -15.36% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.53% | +0.40% | +1.60% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.22% | +0.04% | +0.71% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.14% | -0.02% | -0.42% | |
| 10 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.66% | -0.71% | -0.50% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.41% | -0.12% | +0.47% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.31% | -0.18% | +5.23% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.24% | -0.02% | +0.06% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.02% | +0.06% | -0.22% | |
| 15 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.65% | -0.05% | -15.20% | |
| 16 | UHAL-B | U-haul Holding Co-non Voting | 股票-其他 | 1.64% | +0.13% | -7.36% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.62% | — | -1.26% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.28% | -0.02% | +99.92% | |
| 19 | BR | Broadridge Financial Solutio | 股票-科技 | 1.25% | -0.20% | -24.00% | |
| 20 | HON | Honeywell International Inc | 股票-工業 | 1.23% | -1.07% | EXIT | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.20% | -0.28% | -18.50% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | -0.10% | -16.33% | |
| 23 | WSO | Watsco Inc | 股票-工業 | 1.16% | +0.03% | -0.42% | |
| 24 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.11% | +0.01% | -13.65% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.11% | -0.17% | +0.16% | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 1.11% | -0.10% | -17.03% | |
| 27 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.95% | — | -0.04% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.93% | -0.09% | +0.01% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.92% | +0.02% | -0.77% | |
| 30 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.87% | -0.13% | -0.36% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | +0.11% | +23.60% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 0.85% | -0.05% | -0.44% | |
| 33 | SNA | Snap-on Inc | 股票-工業 | 0.82% | -0.02% | +0.36% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.82% | — | +0.12% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.82% | +0.18% | +39.81% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.76% | -0.01% | -1.08% | |
| 37 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.76% | -0.06% | -8.46% | |
| 38 | SLB | Slb LTD | 股票-能源 | 0.63% | -0.11% | -10.35% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.57% | +0.02% | — | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.55% | -0.10% | -29.19% | |
| 41 | KMX | Carmax Inc | 股票-循環性消費 | 0.52% | +0.02% | +0.09% | |
| 42 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.50% | +0.03% | -0.27% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.46% | — | +11.94% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | +0.04% | -0.35% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.44% | +0.04% | +98.92% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工業 | 0.44% | +0.07% | -21.43% | |
| 47 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.42% | +0.01% | +118.61% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.41% | — | -8.89% | |
| 49 | NVR | Nvr Inc | 股票-循環性消費 | 0.38% | -0.02% | -1.25% | |
| 50 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.38% | +0.01% | +0.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | -1.04% | 減碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.8% | +1.84% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.60% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.6% | -0.42% | 減碼 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.6% | +12.53% | 加碼 |
| 6 | VBK | Vanguard Small-cap Grwth ETF | +0.4% | +1.76% | 加碼 |
| 7 | V | Visa Inc-class A Shares | +0.4% | +0.06% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.3% | -0.22% | 減碼 |
| 9 | CRM | Salesforce Inc | +0.2% | +0.16% | 加碼 |
| 10 | QCOM | Qualcomm Inc | +0.2% | +39.81% | 加碼 |
| 11 | WMS | Advanced Drainage Systems In | +0.2% | +118.61% | 加碼 |
| 12 | DIS | Walt Disney Co/the | +0.2% | +0.01% | 加碼 |
| 13 | SNA | Snap-on Inc | +0.2% | +0.36% | 加碼 |
| 14 | WSM | Williams-sonoma Inc | +0.1% | -0.27% | 減碼 |
| 15 | LLY | Eli Lilly & Co | +0.1% | +23.60% | 加碼 |
| 16 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +51.41% | 加碼 |
| 17 | DFSEUR | Discover Financial Services | +0.1% | -2.81% | 減碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +10.49% | 加碼 |
| 19 | WSO | Watsco Inc | — | -0.42% | 減碼 |
| 20 | SPEM | State Street Sp Ptf Em ETF | 0% | -1.08% | 減碼 |
| 21 | TFSL | Tfs Financial CORP | 0% | -19.39% | 減碼 |
| 22 | GILD | Gilead Sciences Inc | -0.1% | -43.90% | 減碼 |
| 23 | NVR | Nvr Inc | -0.1% | -1.25% | 減碼 |
| 24 | SCHF | Schwab Intl Equity ETF | -0.1% | +99.92% | 加碼 |
| 25 | SYY | Sysco CORP | -0.1% | -37.06% | 減碼 |
| 26 | ADBE | Adobe Inc | -0.1% | -0.44% | 減碼 |
| 27 | EL | Estee Lauder Companies-cl A | -0.1% | -49.76% | 減碼 |
| 28 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | +0.47% | 加碼 |
| 29 | SLB | Slb LTD | -0.1% | -10.35% | 減碼 |
| 30 | CSCO | Cisco Systems Inc | -0.1% | -71.91% | 減碼 |
| 31 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +0.71% | 加碼 |
| 32 | ZTS | Zoetis Inc | -0.1% | -0.36% | 減碼 |
| 33 | ACN | Accenture plc | -0.1% | -43.57% | 減碼 |
| 34 | UPS | United Parcel Service-cl B | -0.1% | -21.43% | 減碼 |
| 35 | IQV | Iqvia Holdings Inc | -0.2% | -0.04% | 減碼 |
| 36 | COST | Costco Wholesale CORP | -0.2% | -18.50% | 減碼 |
| 37 | NKE | Nike Inc -cl B | -0.2% | -8.46% | 減碼 |
| 38 | SBUX | Starbucks CORP | -0.2% | -13.65% | 減碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -72.48% | 減碼 |
| 40 | DINO | Hf Sinclair CORP | -0.2% | -47.44% | 減碼 |
| 41 | BR | Broadridge Financial Solutio | -0.3% | -24.00% | 減碼 |
| 42 | UHAL-B | U-haul Holding Co-non Voting | -0.3% | -7.36% | 減碼 |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.3% | +1.96% | 加碼 |
| 44 | NEE | Nextera Energy Inc | -0.3% | -29.19% | 減碼 |
| 45 | JNJ | Johnson & Johnson | -0.3% | -16.33% | 減碼 |
| 46 | LOW | Lowe's Cos Inc | -0.4% | -49.35% | 減碼 |
| 47 | CVS | Cvs Health CORP | -0.4% | -46.51% | 減碼 |
| 48 | SHW | Sherwin-williams Co/the | -0.5% | -15.20% | 減碼 |
| 49 | AMGN | Amgen Inc | -0.5% | -17.03% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.6% | -15.36% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Vision Capital Management, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$8.8億，共申報了 131 個公開持股部位。
在 Q4 2024 季度，Vision Capital Management, Inc. 按市值排列的前三大核心持股分別為：IVV (9.8%)、AAPL (8.3%)、VEA (7.4%)。其中最大持股部位 IVV 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。
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$5311.4萬
在 Q4 2024 季度中，Vision Capital Management, Inc. 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 17 個部位、減碼 33 個部位以及清倉 0 個部位。
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。