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: 0001426754
申報總市值
US$8.1億
US$8.1億
99 檔
23.1%
在 Q3 2024 的 13F 官方備案中，Wallington Asset Management, LLC 管理的美股投資組合規模來到 US$8.1億，整體持股檔數為 99 檔。
Wallington Asset Management, LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 39 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。
在資產配置集中度方面，Wallington Asset Management, LLC 的前 5 大核心持股（包含 VEA, MSFT, LIN 等）合計佔整體申報市值的 23.1%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.81% | +0.26% | +1.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.82% | -0.31% | +4.75% | |
| 3 | LIN | Linde plc | 股票-原物料 | 4.71% | -0.15% | +3.07% | |
| 4 | TJX | Tjx Companies Inc | 股票-循環性消費 | 4.47% | -0.57% | +2.73% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.41% | +0.25% | +2.18% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.27% | +0.23% | +5.70% | |
| 7 | WRB | Wr Berkley CORP | 股票-金融 | 3.15% | -2.72% | EXIT | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 3.11% | +0.12% | +3.76% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.94% | — | +4.60% | |
| 10 | UNP | Union Pacific CORP | 股票-工業 | 2.63% | +0.09% | +2.83% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.55% | -0.17% | +3.40% | |
| 12 | HON | Honeywell International Inc | 股票-工業 | 2.46% | -1.36% | +5.23% | |
| 13 | PSX | Phillips 66 | 股票-能源 | 2.46% | -0.44% | +2.90% | |
| 14 | ✓ | 股票-其他 | 2.42% | — | +5.28% | ||
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.40% | +0.40% | +8.64% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.40% | +0.34% | +1.68% | |
| 17 | AMT | American Tower CORP | 股票-房地產 | 2.26% | -0.19% | +6.18% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.00% | +0.10% | +1.73% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.99% | -0.09% | +3.38% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.93% | +0.55% | +5.48% | |
| 21 | ✓ | 股票-其他 | 1.93% | — | +2.60% | ||
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.90% | +1.76% | +5.68% | |
| 23 | AMGN | Amgen Inc | 股票-醫療保健 | 1.89% | -0.09% | +3.24% | |
| 24 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.85% | -0.66% | +6.24% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.84% | -0.57% | -0.99% | |
| 26 | PLGIX | Principal Lrgcp Grow I-inst | 股票-其他 | 1.80% | — | -6.31% | |
| 27 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.67% | -0.20% | +0.10% | |
| 28 | DE | Deere & Co | 股票-工業 | 1.54% | +0.07% | +2.13% | |
| 29 | CMI | Cummins Inc | 股票-工業 | 1.54% | +0.55% | +6.05% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -0.51% | +4.94% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 1.46% | +0.08% | +11.97% | |
| 32 | BP | Bp Plc-spons Adr | 股票-能源 | 1.14% | -1.59% | EXIT | |
| 33 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.04% | — | +2.39% | |
| 34 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.00% | — | -2.21% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.95% | -0.01% | +4.70% | |
| 36 | AFL | Aflac Inc | 股票-金融 | 0.94% | -0.05% | -0.42% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.85% | -0.14% | +0.18% | |
| 38 | OIEJX | Jpmorgan Equity Income-r6 | 股票-其他 | 0.69% | — | -4.49% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.65% | -0.05% | +1.11% | |
| 40 | TROIX | T Rowe Pr Overseas Stock-i | 股票-其他 | 0.64% | — | -3.13% | |
| 41 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.63% | — | -0.30% | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.62% | +3.27% | +4.69% | |
| 43 | VFSUX | Vanguard S/t Invest Grd-adm | 股票-其他 | 0.60% | — | +1.36% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | +0.08% | +11.18% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.47% | +0.03% | -8.69% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | +0.02% | +63.33% | |
| 47 | WFSPX | Ishares S&p 500 Index-k | 股票-其他 | 0.39% | — | -47.17% | |
| 48 | JDMNX | Janus Hndrsn Enterprise-n | 股票-其他 | 0.36% | — | +0.66% | |
| 49 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 0.26% | -0.03% | -0.10% | |
| 50 | ICSFX | Invesco Comstock Fund-r6 | 股票-其他 | 0.25% | — | +1.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMT | American Tower CORP | +0.3% | +6.18% | 加碼 |
| 2 | AAPL | Apple Inc | +0.3% | +5.70% | 加碼 |
| 3 | UNH | Unitedhealth Group Inc | +0.3% | +4.60% | 加碼 |
| 4 | MDT | Medtronic plc | +0.2% | — | 加碼 |
| 5 | LOW | Lowe's Cos Inc | +0.2% | +0.10% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +3.40% | 加碼 |
| 7 | CMI | Cummins Inc | +0.2% | +6.05% | 加碼 |
| 8 | IAU | Ishares Gold Trust | +0.2% | +6.24% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.1% | +63.33% | 加碼 |
| 10 | AFL | Aflac Inc | +0.1% | -0.42% | 減碼 |
| 11 | HD | Home Depot Inc | +0.1% | +4.70% | 加碼 |
| 12 | LIN | Linde plc | +0.1% | +3.07% | 加碼 |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.18% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +3.38% | 加碼 |
| 15 | KVUE | Kenvue Inc | +0.1% | -0.30% | 減碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | 新建倉 |
| 17 | UNP | Union Pacific CORP | +0.1% | +2.83% | 加碼 |
| 18 | DE | Deere & Co | +0.1% | +2.13% | 加碼 |
| 19 | PDGIX | T Rowe Pr Dividend Grow-i | +0.1% | +61.28% | 加碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +85.60% | 加碼 |
| 21 | AVGO | Broadcom Inc. | +0.1% | +2426.32% | 加碼 |
| 22 | WRB | Wr Berkley CORP | 0% | +54.29% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | 0% | +1.68% | 加碼 |
| 24 | GLD | Spdr Gold Shares | 0% | -0.99% | 減碼 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +42.62% | 加碼 |
| 26 | TSLA | Tesla Inc | 0% | NEW | 新建倉 |
| 27 | ABBV | Abbvie Inc | 0% | NEW | 新建倉 |
| 28 | XLV | Ss Health Care Select Sector | 0% | +120.49% | 加碼 |
| 29 | PG | Procter & Gamble Co/the | 0% | NEW | 新建倉 |
| 30 | BAC | Bank Of America CORP | 0% | +11.97% | 加碼 |
| 31 | TJX | Tjx Companies Inc | — | +2.73% | 加碼 |
| 32 | CL | Colgate-palmolive Co | — | +2.39% | 加碼 |
| 33 | LLY | Eli Lilly & Co | 0% | +11.18% | 加碼 |
| 34 | AVUV | Avantis US Small Cap Value | 0% | +1.73% | 加碼 |
| 35 | V | Visa Inc-class A Shares | 0% | +3.76% | 加碼 |
| 36 | XOM | Exxon Mobil CORP | 0% | +4.94% | 加碼 |
| 37 | AMGN | Amgen Inc | -0.1% | +3.24% | 加碼 |
| 38 | CVS | Cvs Health CORP | -0.1% | -2.21% | 減碼 |
| 39 | PANW | Palo Alto Networks Inc | -0.1% | +5.68% | 加碼 |
| 40 | VEA | Vanguard Ftse Developed ETF | -0.1% | +1.66% | 加碼 |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | — | 加碼 |
| 42 | AMZN | Amazon.com Inc | -0.1% | +8.64% | 加碼 |
| 43 | HON | Honeywell International Inc | -0.2% | +5.23% | 加碼 |
| 44 | MU | Micron Technology Inc | -0.2% | +4.69% | 加碼 |
| 45 | PLGIX | Principal Lrgcp Grow I-inst | -0.3% | -6.31% | 減碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.3% | +5.48% | 加碼 |
| 47 | BP | Bp Plc-spons Adr | -0.3% | -1.30% | 減碼 |
| 48 | PSX | Phillips 66 | -0.4% | +2.90% | 加碼 |
| 49 | WFSPX | Ishares S&p 500 Index-k | -0.4% | -47.17% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.5% | +4.75% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wallington Asset Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$8.1億，共申報了 99 個公開持股部位。
在 Q3 2024 季度，Wallington Asset Management, LLC 按市值排列的前三大核心持股分別為：VEA (6.8%)、MSFT (5.8%)、LIN (4.7%)。其中最大持股部位 VEA 佔據整體投資組合約 6.8% 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
GOOGL
市值: US$53.3萬
本季最大獲利了結 / 清倉標的
PLGIX
前期市值: US$1339.2萬
在 Q3 2024 季度中，Wallington Asset Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 39 個部位、減碼 7 個部位以及清倉 0 個部位。 其中最大新建倉標的為 GOOGL。
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。