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
71 檔
16.1%
在 Q4 2024 的 13F 官方備案中，Wd Rutherford LLC 管理的美股投資組合規模來到 US$2.8億，整體持股檔數為 71 檔。
數據顯示 Wd Rutherford LLC 於 Q4 2024 季度持續回收資金，對 23 個既有部位進行裁減並清倉 8 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Wd Rutherford LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 16.1%，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 | NVDA | Nvidia CORP | 股票-科技 | 7.83% | -0.78% | -1.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.78% | -0.31% | -2.50% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | -0.51% | -1.65% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.05% | -0.15% | -1.25% | |
| 5 | ANETEUR | Arista Networks Inc | 股票-其他 | 3.00% | — | +299.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.81% | +0.20% | -1.28% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.59% | -0.29% | -2.43% | |
| 8 | NOW | Servicenow Inc | 股票-科技 | 2.58% | -0.57% | +2.33% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.57% | -0.61% | -1.12% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.42% | +1.19% | -0.69% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.36% | -0.18% | -1.93% | |
| 12 | TMUS | T-mobile US Inc | 股票-通訊服務 | 2.28% | -0.49% | -2.87% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 2.26% | -0.25% | -1.78% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 2.21% | -0.56% | -0.12% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 2.21% | -0.33% | -1.91% | |
| 16 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.06% | +1.25% | +111.32% | |
| 17 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.06% | -1.29% | +9.92% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 2.00% | -0.78% | -2.78% | |
| 19 | HON | Honeywell International Inc | 股票-工業 | 1.98% | -1.31% | +4.69% | |
| 20 | USB | US Bancorp | 股票-金融 | 1.91% | -0.21% | -3.10% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.89% | -0.79% | -1.00% | |
| 22 | SYK | Stryker CORP | 股票-醫療保健 | 1.82% | -0.45% | +1.56% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.79% | -0.07% | -2.17% | |
| 24 | ADBE | Adobe Inc | 股票-科技 | 1.75% | — | +6.10% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.72% | +1.60% | -1.85% | |
| 26 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.69% | — | -4.97% | |
| 27 | CMI | Cummins Inc | 股票-工業 | 1.67% | +0.07% | +3.16% | |
| 28 | COO | The Cooper Companies, Inc. | 股票-醫療保健 | 1.63% | — | -3.77% | |
| 29 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.58% | -0.43% | +2.81% | |
| 30 | GE | General Electric | 股票-工業 | 1.55% | +0.12% | +6.96% | |
| 31 | MCK | Mckesson CORP | 股票-醫療保健 | 1.54% | -0.44% | +6.11% | |
| 32 | ✓ | 股票-其他 | 1.52% | — | +10.98% | ||
| 33 | ELF | Elf Beauty Inc | 股票-非循環性消費 | 1.44% | — | +7.50% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.36% | -0.38% | +16.91% | |
| 35 | MRVL | Marvell Technology Inc | 股票-科技 | 1.32% | — | +37.73% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 1.31% | — | +7.02% | |
| 37 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.28% | — | +19.75% | |
| 38 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.22% | — | +10.05% | |
| 39 | URI | United Rentals Inc | 股票-工業 | 1.19% | +0.34% | -0.03% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.09% | — | -6.51% | |
| 41 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.07% | — | -4.50% | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 1.00% | +0.32% | -0.97% | |
| 43 | SNOW | Snowflake Inc | 股票-科技 | 0.89% | +0.37% | -28.28% | |
| 44 | PSA | Public Storage | 股票-房地產 | 0.85% | -0.03% | +21.65% | |
| 45 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.84% | -0.22% | +4.28% | |
| 46 | FTNT | Fortinet Inc | 股票-科技 | 0.81% | +0.04% | -0.13% | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.79% | — | -11.03% | |
| 48 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.77% | — | -1.21% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.28% | +26.07% | |
| 50 | AMT | American Tower CORP | 股票-房地產 | 0.53% | — | +0.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +0.7% | +37.73% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.4% | -1.73% | 減碼 |
| 3 | NOW | Servicenow Inc | +0.4% | +2.33% | 加碼 |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -0.69% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.3% | -1.25% | 減碼 |
| 6 | CRM | Salesforce Inc | +0.3% | -0.12% | 減碼 |
| 7 | NFLX | Netflix Inc | +0.3% | -2.78% | 減碼 |
| 8 | ANETEUR | Arista Networks Inc | +0.3% | +299.05% | 加碼 |
| 9 | CDNS | Cadence Design Sys Inc | +0.3% | +19.75% | 加碼 |
| 10 | ISRG | Intuitive Surgical Inc | +0.3% | +9.92% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.28% | 減碼 |
| 12 | MCK | Mckesson CORP | +0.2% | +6.11% | 加碼 |
| 13 | ELF | Elf Beauty Inc | +0.2% | +7.50% | 加碼 |
| 14 | V | Visa Inc-class A Shares | +0.2% | -1.93% | 減碼 |
| 15 | HON | Honeywell International Inc | +0.2% | +4.69% | 加碼 |
| 16 | TJX | Tjx Companies Inc | +0.2% | +16.91% | 加碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | -2.43% | 減碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +26.07% | 加碼 |
| 19 | PANW | Palo Alto Networks Inc | +0.2% | +111.32% | 加碼 |
| 20 | GEV | GE Vernova Inc | +0.2% | +85.45% | 加碼 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | — | 加碼 |
| 22 | CMI | Cummins Inc | +0.1% | +3.16% | 加碼 |
| 23 | CMG | Chipotle Mexican Grill Inc | +0.1% | +10.05% | 加碼 |
| 24 | FTNT | Fortinet Inc | +0.1% | -0.13% | 減碼 |
| 25 | ARHS | Arhaus Inc | +0.1% | NEW | 新建倉 |
| 26 | CASY | Casey's General Stores Inc | +0.1% | +2.81% | 加碼 |
| 27 | AAPL | Apple Inc | +0.1% | -2.50% | 減碼 |
| 28 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 29 | LLY | Eli Lilly & Co | -0.1% | EXIT | 清倉 |
| 30 | WING | Wingstop Inc | -0.1% | EXIT | 清倉 |
| 31 | ULTA | Ulta Beauty Inc | -0.2% | EXIT | 清倉 |
| 32 | CRL | Charles River Laboratories | -0.2% | EXIT | 清倉 |
| 33 | VOO | Vanguard S&P 500 ETF | -0.2% | EXIT | 清倉 |
| 34 | AMT | American Tower CORP | -0.2% | +0.79% | 加碼 |
| 35 | MCD | Mcdonald's CORP | -0.2% | -22.38% | 減碼 |
| 36 | ALGN | Align Technology Inc | -0.2% | EXIT | 清倉 |
| 37 | UNP | Union Pacific CORP | -0.2% | -11.03% | 減碼 |
| 38 | GEHC | GE Healthcare Technology | -0.2% | -1.21% | 減碼 |
| 39 | HD | Home Depot Inc | -0.2% | -1.78% | 減碼 |
| 40 | URI | United Rentals Inc | -0.2% | -0.03% | 減碼 |
| 41 | ADBE | Adobe Inc | -0.2% | +6.10% | 加碼 |
| 42 | CMCSA | Comcast Corp-class A | -0.2% | -6.51% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.2% | -1.65% | 減碼 |
| 44 | EW | Edwards Lifesciences CORP | -0.3% | -48.40% | 減碼 |
| 45 | STE | STERIS plc | -0.3% | EXIT | 清倉 |
| 46 | STZ | Constellation Brands Inc-a | -0.3% | -4.50% | 減碼 |
| 47 | IDXX | Idexx Laboratories Inc | -0.4% | -30.21% | 減碼 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.5% | -2.17% | 減碼 |
| 49 | COO | The Cooper Companies, Inc. | -0.5% | -3.77% | 減碼 |
| 50 | AMD | Advanced Micro Devices | -0.7% | -1.85% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wd Rutherford LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.8億，共申報了 71 個公開持股部位。
在 Q4 2024 季度，Wd Rutherford LLC 按市值排列的前三大核心持股分別為：NVDA (7.8%)、AAPL (3.8%)、MSFT (3.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.8% 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
ARHS
市值: US$25.4萬
本季最大獲利了結 / 清倉標的
STE
前期市值: US$55.6萬
在 Q4 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 18 個部位、減碼 23 個部位以及清倉 8 個部位。 其中最大新建倉標的為 ARHS。 本季清倉部位包含 STE。
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。