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: 0001907254
申報總市值
US$3.7億
US$3.7億
217 檔
25.5%
Wealth Effects LLC 在 Q3 2024 季度的美股部位總計估值為 US$3.7億，分散於 217 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2024 數據顯示 Wealth Effects LLC 積極進場，新開立 9 個部位並同步加碼 21 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Wealth Effects LLC 的前 5 大核心持股（包含 Avadel Pharmaceuticals PLC ADR, NVDA, AAPL 等）合計佔整體申報市值的 25.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 217 檔）
| # | 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 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 10.26% | — | -1.50% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.52% | -1.22% | -8.54% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.40% | -1.05% | -1.46% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.99% | -0.58% | +0.74% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.96% | -0.49% | -1.54% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.89% | -0.28% | +10.57% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.34% | -0.58% | +0.78% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | -0.43% | -0.12% | |
| 9 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 2.23% | — | +0.74% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.96% | -0.17% | -4.44% | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.34% | -0.16% | -0.46% | |
| 12 | PI | Impinj Inc | 股票-科技 | 1.15% | — | -0.17% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.14% | +0.04% | +5.00% | |
| 14 | ARWR | Arrowhead Pharmaceuticals In | 股票-醫療保健 | 1.09% | +0.06% | +0.27% | |
| 15 | URI | United Rentals Inc | 股票-工業 | 1.02% | +0.15% | +1.52% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.91% | +0.07% | -0.02% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.89% | +0.12% | — | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.89% | -0.04% | -0.17% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | -0.16% | +2.35% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.84% | -0.15% | +5.75% | |
| 21 | ENVX | Enovix CORP | 股票-其他 | 0.80% | -0.03% | +7.21% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | -0.05% | +0.83% | |
| 23 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.80% | -0.25% | +1.68% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | -0.25% | +1559.72% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.44% | -1.57% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | — | -9.34% | |
| 27 | GIS | General Mills Inc | 股票-非循環性消費 | 0.73% | — | -1.58% | |
| 28 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.72% | +0.50% | +0.20% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.72% | -0.08% | -0.27% | |
| 30 | PFE | Pfizer Inc | 股票-醫療保健 | 0.67% | -0.25% | -4.27% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.66% | -0.10% | -4.16% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.66% | -0.12% | +14.60% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.65% | -0.20% | -0.99% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.63% | -0.14% | +15.12% | |
| 35 | S | Sentinelone Inc -class A | 股票-科技 | 0.63% | — | -0.40% | |
| 36 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.62% | -0.13% | +35.44% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | -0.13% | +0.55% | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.60% | -0.14% | +1.60% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.27% | -2.98% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.56% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.07% | +1.10% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | +0.19% | +0.69% | |
| 43 | MU | Micron Technology Inc | 股票-科技 | 0.52% | +3.56% | +152.51% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.09% | -4.67% | |
| 45 | EXP | Eagle Materials Inc | 股票-原物料 | 0.49% | — | -25.94% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.45% | -0.07% | -11.23% | |
| 47 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.45% | -0.07% | -0.36% | |
| 48 | GNRC | Generac Holdings Inc | 股票-工業 | 0.45% | +0.04% | -3.01% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | -0.02% | +4.58% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.43% | -0.12% | +2.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | -1.46% | 減碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +10.57% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.3% | +1559.72% | 加碼 |
| 4 | PI | Impinj Inc | +0.3% | -0.17% | 減碼 |
| 5 | IBM | Intl Business Machines CORP | +0.3% | +5.00% | 加碼 |
| 6 | MU | Micron Technology Inc | +0.3% | +152.51% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +0.78% | 加碼 |
| 8 | BX | Blackstone Inc | +0.2% | -0.46% | 減碼 |
| 9 | TSLA | Tesla Inc | +0.2% | +15.12% | 加碼 |
| 10 | TTD | Trade Desk Inc/the -class A | +0.2% | +0.74% | 加碼 |
| 11 | URI | United Rentals Inc | +0.2% | +1.52% | 加碼 |
| 12 | IRDM | Iridium Communications Inc | +0.2% | NEW | 新建倉 |
| 13 | VST | Vistra CORP | +0.2% | NEW | 新建倉 |
| 14 | CEG | Constellation Energy | +0.2% | NEW | 新建倉 |
| 15 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 16 | UTG | Reaves Utility Income Fund | +0.1% | +1.68% | 加碼 |
| 17 | PCT | Purecycle Technologies Inc | +0.1% | +4.84% | 加碼 |
| 18 | LNG | Cheniere Energy Inc | +0.1% | +68.87% | 加碼 |
| 19 | VXUS | Vanguard Total Intl Stock | +0.1% | +69.07% | 加碼 |
| 20 | HUMA | Humacyte Inc | +0.1% | NEW | 新建倉 |
| 21 | PBI | Pitney Bowes Inc | +0.1% | -1.13% | 減碼 |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | +37.98% | 加碼 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.35% | 加碼 |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | -0.02% | 減碼 |
| 25 | ABBV | Abbvie Inc | +0.1% | -0.17% | 減碼 |
| 26 | BND | Vanguard Total Bond Market | +0.1% | +48.69% | 加碼 |
| 27 | FCG | First Trust Natural Gas ETF | +0.1% | NEW | 新建倉 |
| 28 | DOCN | Digitalocean Holdings Inc | +0.1% | +0.20% | 加碼 |
| 29 | GIS | General Mills Inc | +0.1% | -1.58% | 減碼 |
| 30 | VCIT | Vanguard Int-term Corporate | +0.1% | NEW | 新建倉 |
| 31 | ASML | ASML Holding N.V. | +0.1% | NEW | 新建倉 |
| 32 | FNF | Fidelity National Financial | +0.1% | NEW | 新建倉 |
| 33 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +5.75% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | 0% | -0.12% | 減碼 |
| 35 | DE | Deere & Co | -0.1% | EXIT | 清倉 |
| 36 | FSK | Fs Kkr Capital CORP | -0.1% | -36.64% | 減碼 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -11.23% | 減碼 |
| 38 | BA | Boeing Co/the | -0.1% | +1.60% | 加碼 |
| 39 | LLY | Eli Lilly & Co | -0.1% | -9.34% | 減碼 |
| 40 | GOOG | Alphabet Inc-cl C | -0.2% | -23.19% | 減碼 |
| 41 | THW | Abrdn World Healthcare Fund | -0.2% | -53.78% | 減碼 |
| 42 | INDI | Indie Semiconductor Inc-a | -0.2% | -37.49% | 減碼 |
| 43 | INTC | Intel CORP | -0.2% | EXIT | 清倉 |
| 44 | AMZN | Amazon.com Inc | -0.3% | +0.74% | 加碼 |
| 45 | MSFT | Microsoft CORP | -0.3% | -1.54% | 減碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | -4.44% | 減碼 |
| 47 | ARWR | Arrowhead Pharmaceuticals In | -0.4% | +0.27% | 加碼 |
| 48 | ENVX | Enovix CORP | -0.5% | +7.21% | 加碼 |
| 49 | NVDA | Nvidia CORP | -1.3% | -8.54% | 減碼 |
| 50 | ✓ | Avadel Pharmaceuticals PLC ADR | -1.3% | -1.50% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wealth Effects LLC 在 Q3 2024 季度的美股持倉總市值約為 US$3.7億，共申報了 217 個公開持股部位。
在 Q3 2024 季度，Wealth Effects LLC 按市值排列的前三大核心持股分別為：Avadel Pharmaceuticals PLC ADR (10.3%)、NVDA (8.5%)、AAPL (7.4%)。其中最大持股部位 Avadel Pharmaceuticals PLC ADR 佔據整體投資組合約 10.3% 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
IRDM
市值: US$53.3萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$65.2萬
在 Q3 2024 季度中，Wealth Effects LLC 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 21 個部位、減碼 18 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IRDM。 本季清倉部位包含 INTC。
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。