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
212 檔
25.5%
截至 Q4 2024 季度末，Wealth Effects LLC 的美股持倉估值約為 US$3.7億，全數申報部位共有 212 檔。
在 Q4 2024，Wealth Effects LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 26 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, Avadel Pharmaceuticals PLC ADR, AAPL）占據了總市值的 25.5%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 212 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 | NVDA | Nvidia CORP | 股票-科技 | 9.31% | -1.22% | -2.58% | |
| 2 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 8.75% | — | +4.94% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.82% | -1.05% | -3.04% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.71% | -0.58% | -1.09% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.99% | -0.28% | -0.07% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.49% | -3.56% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.60% | -0.43% | -0.65% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.43% | -0.58% | +0.33% | |
| 9 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 2.42% | — | +0.21% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.13% | -0.17% | -6.31% | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.49% | -0.16% | -2.55% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | -0.25% | +11.00% | |
| 13 | ARWR | Arrowhead Pharmaceuticals In | 股票-醫療保健 | 1.04% | +0.06% | -2.59% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.03% | +0.04% | -9.99% | |
| 15 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 1.01% | -0.13% | +25.38% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 0.96% | -0.14% | -3.19% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.93% | +0.12% | +0.27% | |
| 18 | ENVX | Enovix CORP | 股票-其他 | 0.91% | -0.03% | -4.48% | |
| 19 | URI | United Rentals Inc | 股票-工業 | 0.90% | +0.15% | -0.28% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.87% | -0.05% | +0.17% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | -0.16% | -0.06% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.85% | -0.15% | +3.53% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.79% | +0.07% | -0.68% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.44% | +0.12% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.79% | -0.12% | +14.21% | |
| 26 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.78% | -0.25% | -0.18% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.73% | -0.08% | +0.58% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.73% | -0.04% | -10.20% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | -0.10% | +0.13% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | -0.13% | -1.87% | |
| 31 | GIS | General Mills Inc | 股票-非循環性消費 | 0.61% | — | -3.85% | |
| 32 | PI | Impinj Inc | 股票-科技 | 0.60% | — | -23.57% | |
| 33 | BA | Boeing Co/the | 股票-工業 | 0.59% | -0.14% | -15.36% | |
| 34 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.59% | +0.50% | -3.54% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.58% | +3.56% | +35.12% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | — | |
| 37 | S | Sentinelone Inc -class A | 股票-科技 | 0.57% | — | -4.45% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | — | -20.41% | |
| 39 | PFE | Pfizer Inc | 股票-醫療保健 | 0.54% | -0.25% | -13.06% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.07% | -2.33% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.51% | -0.20% | -11.93% | |
| 42 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.51% | — | -0.49% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.27% | -5.47% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | -0.02% | +3.05% | |
| 45 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.46% | -0.07% | +0.88% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | -0.09% | -4.14% | |
| 47 | PBI | Pitney Bowes Inc | 股票-其他 | 0.42% | — | -5.23% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.42% | -0.14% | -7.17% | |
| 49 | GNRC | Generac Holdings Inc | 股票-工業 | 0.41% | +0.04% | -8.49% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.41% | -0.08% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -2.58% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.7% | -1.09% | 減碼 |
| 3 | AAPL | Apple Inc | +0.4% | -3.04% | 減碼 |
| 4 | AVGO | Broadcom Inc | +0.4% | +11.00% | 加碼 |
| 5 | VOO | Vanguard S&P 500 ETF | +0.4% | +25.38% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.3% | -3.19% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -0.65% | 減碼 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | 新建倉 |
| 9 | DVN | Devon Energy CORP | +0.2% | +185.13% | 加碼 |
| 10 | TTD | Trade Desk Inc/the -class A | +0.2% | +0.21% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -6.31% | 減碼 |
| 12 | BX | Blackstone Inc | +0.2% | -2.55% | 減碼 |
| 13 | ONDS | Ondas Inc | +0.1% | +23.38% | 加碼 |
| 14 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | 新建倉 |
| 15 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 16 | SLB | Slb LTD | +0.1% | NEW | 新建倉 |
| 17 | SOUN | Soundhound Ai Inc-a | +0.1% | NEW | 新建倉 |
| 18 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +14.21% | 加碼 |
| 19 | ENVX | Enovix CORP | +0.1% | -4.48% | 減碼 |
| 20 | SLV | Ishares Silver Trust | +0.1% | NEW | 新建倉 |
| 21 | SUB | Ishares Short-term National | +0.1% | NEW | 新建倉 |
| 22 | GLBE | Global-E Online Ltd. | +0.1% | +6.10% | 加碼 |
| 23 | DDOG | Datadog Inc - Class A | +0.1% | -0.49% | 減碼 |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | NEW | 新建倉 |
| 25 | HUMA | Humacyte Inc | +0.1% | +89.10% | 加碼 |
| 26 | VST | Vistra CORP | +0.1% | +36.08% | 加碼 |
| 27 | STZ | Constellation Brands Inc-a | -0.1% | EXIT | 清倉 |
| 28 | FNF | Fidelity National Financial | -0.1% | EXIT | 清倉 |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | EXIT | 清倉 |
| 30 | LMBS | First Trust Low Duration Opp | -0.1% | -32.98% | 減碼 |
| 31 | NEE | Nextera Energy Inc | -0.1% | -9.86% | 減碼 |
| 32 | INDI | Indie Semiconductor Inc-a | -0.1% | -67.39% | 減碼 |
| 33 | AMT | American Tower CORP | -0.1% | -6.52% | 減碼 |
| 34 | IBM | Intl Business Machines CORP | -0.1% | -9.99% | 減碼 |
| 35 | MUB | Ishares National Muni Bond E | -0.1% | EXIT | 清倉 |
| 36 | URI | United Rentals Inc | -0.1% | -0.28% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | -0.68% | 減碼 |
| 38 | GIS | General Mills Inc | -0.1% | -3.85% | 減碼 |
| 39 | MSFT | Microsoft CORP | -0.1% | -3.56% | 減碼 |
| 40 | PFE | Pfizer Inc | -0.1% | -13.06% | 減碼 |
| 41 | DOCN | Digitalocean Holdings Inc | -0.1% | -3.54% | 減碼 |
| 42 | VZ | Verizon Communications Inc | -0.1% | -11.93% | 減碼 |
| 43 | ABBV | Abbvie Inc | -0.2% | -10.20% | 減碼 |
| 44 | ARM | Arm Holdings Plc-adr | -0.2% | EXIT | 清倉 |
| 45 | LLY | Eli Lilly & Co | -0.2% | -20.41% | 減碼 |
| 46 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | EXIT | 清倉 |
| 47 | AMD | Advanced Micro Devices | -0.3% | -43.74% | 減碼 |
| 48 | EXP | Eagle Materials Inc | -0.3% | -57.14% | 減碼 |
| 49 | PI | Impinj Inc | -0.6% | -23.57% | 減碼 |
| 50 | ✓ | Avadel Pharmaceuticals PLC ADR | -1.5% | +4.94% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wealth Effects LLC 在 Q4 2024 季度的美股持倉總市值約為 US$3.7億，共申報了 212 個公開持股部位。
在 Q4 2024 季度，Wealth Effects LLC 按市值排列的前三大核心持股分別為：NVDA (9.3%)、Avadel Pharmaceuticals PLC ADR (8.8%)、AAPL (7.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.3% 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
PLTR
市值: US$58.3萬
本季最大獲利了結 / 清倉標的
NVO
前期市值: US$84.4萬
在 Q4 2024 季度中，Wealth Effects LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 10 個部位、減碼 26 個部位以及清倉 6 個部位。 其中最大新建倉標的為 PLTR。 本季清倉部位包含 NVO。
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。