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: 0001925251
申報總市值
US$4.2億
US$4.2億
43 檔
33.2%
Walter Public Investments Inc. 在 Q4 2024 季度的美股部位總計估值為 US$4.2億，分散於 43 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024，Walter Public Investments Inc. 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 18 檔、減碼 18 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 MSFT, GOOG, NOW）累計市值佔比達 33.2%，是驅動 Walter Public Investments 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 | MSFT | Microsoft CORP | 股票-科技 | 6.24% | -0.53% | +7.03% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.37% | +0.63% | -4.87% | |
| 3 | NOW | Servicenow Inc | 股票-科技 | 4.54% | — | -10.40% | |
| 4 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 4.29% | -1.35% | +0.40% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 4.22% | -0.90% | +11.80% | |
| 6 | AZO | Autozone Inc | 股票-循環性消費 | 4.06% | -0.38% | -7.91% | |
| 7 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 3.92% | -2.48% | -0.17% | |
| 8 | GIB | Cgi Inc | 股票-科技 | 3.66% | — | -17.81% | |
| 9 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 3.64% | — | +29.82% | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 3.63% | +1.32% | +78.83% | |
| 11 | CDNS | Cadence Design Sys Inc | 股票-科技 | 3.59% | -0.72% | +20.65% | |
| 12 | MCO | Moody's CORP | 股票-金融 | 3.54% | -0.98% | -7.37% | |
| 13 | TT | Trane Technologies plc | 股票-工業 | 3.36% | +0.17% | -8.92% | |
| 14 | CP | Canadian Pacific Kansas City | 股票-工業 | 3.14% | +0.32% | +0.58% | |
| 15 | ICE | Intercontinental Exchange In | 股票-金融 | 3.12% | -2.54% | +0.59% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 3.06% | — | +18.38% | |
| 17 | EA | Electronic Arts Inc | 股票-通訊服務 | 3.01% | — | +0.59% | |
| 18 | BR | Broadridge Financial Solutio | 股票-科技 | 3.01% | — | +0.58% | |
| 19 | PLNT | Planet Fitness Inc - Cl A | 股票-循環性消費 | 2.89% | -1.03% | EXIT | |
| 20 | ICFI | Icf International Inc | 股票-其他 | 2.81% | -1.65% | EXIT | |
| 21 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.71% | -1.16% | EXIT | |
| 22 | DT | Dynatrace Inc | 股票-科技 | 2.68% | +0.82% | -16.47% | |
| 23 | MSCI | Msci Inc | 股票-金融 | 2.50% | — | +18.51% | |
| 24 | EXPE | Expedia Group Inc | 股票-循環性消費 | 2.42% | -0.74% | EXIT | |
| 25 | TDY | Teledyne Technologies Inc | 股票-科技 | 2.09% | -0.56% | +35.60% | |
| 26 | VLTO | Veralto CORP | 股票-工業 | 1.87% | -0.15% | -13.41% | |
| 27 | SYY | Sysco CORP | 股票-非循環性消費 | 1.84% | — | -17.25% | |
| 28 | GGG | Graco Inc | 股票-工業 | 1.78% | — | -29.34% | |
| 29 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.62% | — | -31.12% | |
| 30 | CROX | Crocs Inc | 股票-循環性消費 | 1.31% | — | +18.32% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.29% | — | +101.18% | |
| 32 | HUBB | Hubbell Inc | 股票-工業 | 1.04% | -0.11% | — | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.93% | — | -49.13% | |
| 34 | CME | Cme Group Inc | 股票-金融 | 0.12% | -0.35% | — | |
| 35 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.10% | — | -16.88% | |
| 36 | TU | Telus CORP | 股票-其他 | 0.09% | -0.02% | -3.04% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.08% | +0.09% | — | |
| 38 | CDW | Cdw Corp/de | 股票-科技 | 0.08% | — | — | |
| 39 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 0.07% | +0.01% | — | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.07% | — | — | |
| 41 | TD | Toronto-dominion Bank | 股票-金融 | 0.07% | +0.33% | — | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.06% | — | -25.00% | |
| 43 | WCN | Waste Connections Inc | 股票-工業 | 0.06% | — | -25.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +1.3% | +78.83% | 加碼 |
| 2 | HUBB | Hubbell Inc | +1% | NEW | 新建倉 |
| 3 | CDNS | Cadence Design Sys Inc | +1% | +20.65% | 加碼 |
| 4 | MA | Mastercard Inc - A | +0.8% | +11.80% | 加碼 |
| 5 | TDY | Teledyne Technologies Inc | +0.7% | +35.60% | 加碼 |
| 6 | PLNT | Planet Fitness Inc - Cl A | +0.6% | +0.59% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.5% | -4.87% | 減碼 |
| 8 | MSCI | Msci Inc | +0.5% | +18.51% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.4% | +7.03% | 加碼 |
| 10 | BJ | Bj's Wholesale Club Holdings | +0.4% | -0.17% | 減碼 |
| 11 | NOW | Servicenow Inc | +0.4% | -10.40% | 減碼 |
| 12 | BR | Broadridge Financial Solutio | +0.2% | +0.58% | 加碼 |
| 13 | EA | Electronic Arts Inc | +0.1% | +0.59% | 加碼 |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +101.18% | 加碼 |
| 15 | EXPE | Expedia Group Inc | 0% | -21.15% | 減碼 |
| 16 | CME | Cme Group Inc | — | — | 不變 |
| 17 | HD | Home Depot Inc | — | — | 不變 |
| 18 | WCN | Waste Connections Inc | 0% | -25.00% | 減碼 |
| 19 | TD | Toronto-dominion Bank | 0% | — | 不變 |
| 20 | TXN | Texas Instruments Inc | 0% | — | 不變 |
| 21 | TU | Telus CORP | 0% | -3.04% | 減碼 |
| 22 | DUK | Duke Energy CORP | 0% | -25.00% | 減碼 |
| 23 | CDW | Cdw Corp/de | 0% | — | 不變 |
| 24 | BEP | Brookfield Renewable Partners L.P. | 0% | — | 不變 |
| 25 | AVB | Avalonbay Communities Inc | 0% | -16.88% | 減碼 |
| 26 | MRSH | Marsh & Mclennan Cos | -0.1% | +0.40% | 加碼 |
| 27 | ICLR | ICON Public Limited Company | -0.1% | +29.82% | 加碼 |
| 28 | CROX | Crocs Inc | -0.1% | +18.32% | 加碼 |
| 29 | ICE | Intercontinental Exchange In | -0.1% | +0.59% | 加碼 |
| 30 | ZTS | Zoetis Inc | -0.2% | +10.19% | 加碼 |
| 31 | AZO | Autozone Inc | -0.2% | -7.91% | 減碼 |
| 32 | MCO | Moody's CORP | -0.2% | -7.37% | 減碼 |
| 33 | ICFI | Icf International Inc | -0.3% | +21.55% | 加碼 |
| 34 | SYY | Sysco CORP | -0.4% | -17.25% | 減碼 |
| 35 | DT | Dynatrace Inc | -0.4% | -16.47% | 減碼 |
| 36 | TT | Trane Technologies plc | -0.4% | -8.92% | 減碼 |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | +18.38% | 加碼 |
| 38 | VLTO | Veralto CORP | -0.5% | -13.41% | 減碼 |
| 39 | CP | Canadian Pacific Kansas City | -0.5% | +0.58% | 加碼 |
| 40 | GGG | Graco Inc | -0.8% | -29.34% | 減碼 |
| 41 | GIB | Cgi Inc | -0.9% | -17.81% | 減碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | -1.2% | -49.13% | 減碼 |
| 43 | MTD | Mettler-toledo International | -1.2% | -31.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Walter Public Investments Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$4.2億，共申報了 43 個公開持股部位。
在 Q4 2024 季度，Walter Public Investments Inc. 按市值排列的前三大核心持股分別為：MSFT (6.2%)、GOOG (5.4%)、NOW (4.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.2% 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
HUBB
市值: US$582.3萬
本季最大獲利了結 / 清倉標的
GOOG
前期市值: US$2772.5萬
在 Q4 2024 季度中，Walter Public Investments Inc. 共進行了 37 項持倉異動，包含新建倉 1 個部位、加碼 18 個部位、減碼 18 個部位以及清倉 0 個部位。 其中最大新建倉標的為 HUBB。
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。