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: 0001841015
申報總市值
US$2.8億
US$2.8億
78 檔
15.0%
截至 Q3 2024 季度末，Wd Rutherford LLC 的美股持倉估值約為 US$2.8億，全數申報部位共有 78 檔。
Q3 2024 的申報記錄反映 Wd Rutherford LLC 的板塊替換策略：機構本季推動了 29 筆增持與 21 筆減持，籌碼呈現明顯的結構重組。
整體而言，Wd Rutherford LLC 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 15.0%，形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 7.42% | -0.78% | -3.81% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.71% | -0.31% | -1.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.68% | -0.51% | -0.29% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.71% | -0.15% | +5.37% | |
| 5 | ANETEUR | Arista Networks Inc | 股票-其他 | 2.69% | — | -5.69% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.59% | -0.61% | -5.30% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.57% | +0.20% | +2.15% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 2.46% | -0.25% | +4.45% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 2.46% | +1.60% | +0.52% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | -0.29% | -0.18% | |
| 11 | TMUS | T-mobile US Inc | 股票-通訊服務 | 2.26% | -0.49% | -4.33% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.24% | -0.07% | +1.35% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 2.19% | -0.57% | -0.30% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 2.18% | -0.33% | +2.34% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.15% | -0.18% | +2.61% | |
| 16 | COO | The Cooper Companies, Inc. | 股票-醫療保健 | 2.10% | — | -2.37% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.06% | +1.19% | +9.43% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.00% | -0.79% | +17.07% | |
| 19 | ADBE | Adobe Inc | 股票-科技 | 1.98% | — | -0.48% | |
| 20 | USB | US Bancorp | 股票-金融 | 1.94% | -0.21% | +2.55% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.89% | +1.25% | +10.58% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.87% | -0.56% | +2.03% | |
| 23 | SYK | Stryker CORP | 股票-醫療保健 | 1.85% | -0.45% | +11.68% | |
| 24 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.84% | — | +1.70% | |
| 25 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.81% | -1.29% | -3.65% | |
| 26 | HON | Honeywell International Inc | 股票-工業 | 1.78% | -1.31% | +5.94% | |
| 27 | GE | General Electric | 股票-工業 | 1.69% | +0.12% | +50.38% | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 1.68% | -0.78% | -2.17% | |
| 29 | CMI | Cummins Inc | 股票-工業 | 1.54% | +0.07% | +65.12% | |
| 30 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.50% | -0.43% | +1.30% | |
| 31 | URI | United Rentals Inc | 股票-工業 | 1.41% | +0.34% | +7.36% | |
| 32 | ✓ | 股票-其他 | 1.38% | — | — | ||
| 33 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.35% | — | +1.63% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.33% | — | +30.48% | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 1.31% | — | -2.60% | |
| 36 | MCK | Mckesson CORP | 股票-醫療保健 | 1.30% | -0.44% | +43.19% | |
| 37 | ELF | Elf Beauty Inc | 股票-非循環性消費 | 1.20% | — | +41.21% | |
| 38 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.16% | -0.38% | +122.84% | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 1.12% | +0.32% | +39.63% | |
| 40 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.09% | — | +52.82% | |
| 41 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.99% | — | +65.81% | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.99% | — | -0.60% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.98% | -0.22% | +4.58% | |
| 44 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.97% | — | +168.01% | |
| 45 | SNOW | Snowflake Inc | 股票-科技 | 0.95% | +0.37% | -1.70% | |
| 46 | PSA | Public Storage | 股票-房地產 | 0.87% | -0.03% | -0.57% | |
| 47 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.84% | -0.05% | -11.70% | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 0.69% | — | +56.31% | |
| 49 | FTNT | Fortinet Inc | 股票-科技 | 0.69% | +0.04% | -21.44% | |
| 50 | MRVL | Marvell Technology Inc | 股票-科技 | 0.64% | — | +182.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CMI | Cummins Inc | +0.7% | +65.12% | 加碼 |
| 2 | GE | General Electric | +0.7% | +50.38% | 加碼 |
| 3 | TJX | Tjx Companies Inc | +0.7% | +122.84% | 加碼 |
| 4 | GEHC | GE Healthcare Technology | +0.7% | +168.01% | 加碼 |
| 5 | GPC | Genuine Parts Co | +0.5% | +4265.88% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +31.27% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.4% | +39.63% | 加碼 |
| 8 | MRVL | Marvell Technology Inc | +0.4% | +182.54% | 加碼 |
| 9 | HD | Home Depot Inc | +0.4% | +4.45% | 加碼 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +701.94% | 加碼 |
| 11 | COO | The Cooper Companies, Inc. | +0.4% | -2.37% | 減碼 |
| 12 | CMCSA | Comcast Corp-class A | +0.4% | +30.48% | 加碼 |
| 13 | URI | United Rentals Inc | +0.3% | +7.36% | 加碼 |
| 14 | AMT | American Tower CORP | +0.3% | +56.31% | 加碼 |
| 15 | CMG | Chipotle Mexican Grill Inc | +0.3% | +52.82% | 加碼 |
| 16 | CDNS | Cadence Design Sys Inc | +0.3% | +65.81% | 加碼 |
| 17 | ANF | Abercrombie & Fitch Co-cl A | +0.3% | NEW | 新建倉 |
| 18 | USB | US Bancorp | +0.3% | +2.55% | 加碼 |
| 19 | SYK | Stryker CORP | +0.3% | +11.68% | 加碼 |
| 20 | MA | Mastercard Inc - A | +0.2% | +2.34% | 加碼 |
| 21 | AAPL | Apple Inc | +0.2% | -1.24% | 減碼 |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.2% | +1.35% | 加碼 |
| 23 | NOW | Servicenow Inc | +0.2% | -0.30% | 減碼 |
| 24 | MCK | Mckesson CORP | +0.2% | +43.19% | 加碼 |
| 25 | TMUS | T-mobile US Inc | +0.2% | -4.33% | 減碼 |
| 26 | NEE | Nextera Energy Inc | +0.2% | +4.58% | 加碼 |
| 27 | PSA | Public Storage | +0.2% | -0.57% | 減碼 |
| 28 | PANW | Palo Alto Networks Inc | +0.2% | +10.58% | 加碼 |
| 29 | CVX | Chevron CORP | +0.1% | +17.07% | 加碼 |
| 30 | SPGI | S&p Global Inc | +0.1% | -2.60% | 減碼 |
| 31 | CRM | Salesforce Inc | +0.1% | +2.03% | 加碼 |
| 32 | V | Visa Inc-class A Shares | +0.1% | +2.61% | 加碼 |
| 33 | NXPI | NXP Semiconductors N.V. | -0.2% | EXIT | 清倉 |
| 34 | ABT | Abbott Laboratories | -0.2% | EXIT | 清倉 |
| 35 | SNOW | Snowflake Inc | -0.2% | -1.70% | 減碼 |
| 36 | ADBE | Adobe Inc | -0.2% | -0.48% | 減碼 |
| 37 | MSFT | Microsoft CORP | -0.3% | -0.29% | 減碼 |
| 38 | SLB | Slb LTD | -0.3% | EXIT | 清倉 |
| 39 | UNH | Unitedhealth Group Inc | -0.3% | -67.16% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.3% | +2.15% | 加碼 |
| 41 | DE | Deere & Co | -0.4% | EXIT | 清倉 |
| 42 | ULTA | Ulta Beauty Inc | -0.4% | -72.41% | 減碼 |
| 43 | ELF | Elf Beauty Inc | -0.5% | +41.21% | 加碼 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.6% | +9.43% | 加碼 |
| 45 | NKE | Nike Inc -cl B | -0.6% | -86.70% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.6% | -3.81% | 減碼 |
| 47 | LULU | Lululemon Athletica Inc | -1% | EXIT | 清倉 |
| 48 | HAL | Halliburton Co | -1.1% | EXIT | 清倉 |
| 49 | CRL | Charles River Laboratories | -1.3% | -87.42% | 減碼 |
| 50 | EW | Edwards Lifesciences CORP | -1.3% | -55.31% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wd Rutherford LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.8億，共申報了 78 個公開持股部位。
在 Q3 2024 季度，Wd Rutherford LLC 按市值排列的前三大核心持股分別為：NVDA (7.4%)、AAPL (3.7%)、MSFT (3.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.4% 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
ANF
市值: US$54.9萬
本季最大獲利了結 / 清倉標的
HAL
前期市值: US$209.6萬
在 Q3 2024 季度中，Wd Rutherford LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 28 個部位、減碼 15 個部位以及清倉 6 個部位。 其中最大新建倉標的為 ANF。 本季清倉部位包含 HAL。
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。