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: 0001803386
申報總市值
US$3.2億
US$3.2億
124 檔
22.8%
在 Q2 2024 的 13F 官方備案中，Wealth Quarterback LLC 管理的美股投資組合規模來到 US$3.2億，整體持股檔數為 124 檔。
Wealth Quarterback LLC 於 Q2 2024 展現出進攻型調倉步調，本季推動了 12 檔股票的新建倉與 17 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 IVV, QUAL, IUSG）累計市值佔比達 22.8%，是驅動 Wealth Quarterback LLC 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 19.30% | +0.32% | +10.65% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 7.23% | -0.21% | +16.68% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 6.78% | -0.01% | +18.87% | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 4.74% | +1.06% | +11.62% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.87% | -0.60% | +1.03% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.61% | -0.02% | -5.85% | |
| 7 | FENY | Fidelity Msci Energy Index | ETF-大型股與成長 | 2.41% | -0.24% | -5.32% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.29% | +15.65% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.94% | -0.17% | -4.72% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.91% | -0.13% | -7.06% | |
| 11 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.78% | — | +387.83% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.76% | — | -3.27% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.67% | -0.14% | +3.18% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.55% | -0.01% | -5.35% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.45% | — | -3.74% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.35% | -0.20% | -5.47% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.29% | -0.10% | +828.47% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | -0.42% | -1.33% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | -0.03% | +17.15% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.96% | -0.13% | -4.25% | |
| 21 | CB | Chubb Limited | 股票-金融 | 0.93% | -0.11% | +21.52% | |
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.84% | +0.07% | +25.48% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.75% | -0.23% | -1.89% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.08% | +13.58% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.23% | -0.72% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.72% | -0.13% | -8.24% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.69% | -0.11% | — | |
| 28 | NOC | Northrop Grumman CORP | 股票-工業 | 0.69% | -0.14% | +41.60% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.65% | -0.22% | +24.81% | |
| 30 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.62% | -0.25% | -0.61% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.61% | -0.08% | +0.45% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.60% | +0.09% | -5.71% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.59% | +0.63% | +31.14% | |
| 34 | PH | Parker Hannifin CORP | 股票-工業 | 0.58% | -0.05% | +66.53% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | -0.03% | -1.77% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.56% | -0.04% | +8.24% | |
| 37 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.54% | — | +5.19% | |
| 38 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.52% | -0.46% | +7.21% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.52% | -0.03% | -5.05% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | +1.12% | -89.45% | |
| 41 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.49% | — | +5.94% | |
| 42 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.47% | — | +88.19% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | +0.07% | -34.64% | |
| 44 | CTRA | Coterra Energy Inc | 股票-能源 | 0.46% | -0.37% | EXIT | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.46% | +0.14% | -3.67% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.46% | -0.17% | — | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.45% | — | -3.48% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工業 | 0.45% | — | +24.86% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | -0.02% | +3.05% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.42% | -0.01% | -15.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.8% | +10.65% | 加碼 |
| 2 | IUSG | Ishares Core S&p U.s. Growth | +1.6% | +18.87% | 加碼 |
| 3 | ITA | Ishares U.s. Aerospace & Def | +1.4% | +387.83% | 加碼 |
| 4 | QUAL | Ishares Msci USA Quality Fac | +1.4% | +16.68% | 加碼 |
| 5 | AAPL | Apple Inc | +0.8% | +1.03% | 加碼 |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | +0.5% | +11.62% | 加碼 |
| 7 | BMY | Bristol-myers Squibb Co | +0.5% | NEW | 新建倉 |
| 8 | MSFT | Microsoft CORP | +0.5% | +15.65% | 加碼 |
| 9 | PANW | Palo Alto Networks Inc | +0.3% | +25.48% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.3% | +828.47% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.3% | +165.79% | 加碼 |
| 12 | AMGN | Amgen Inc | +0.2% | NEW | 新建倉 |
| 13 | PH | Parker Hannifin CORP | +0.2% | +66.53% | 加碼 |
| 14 | SBUX | Starbucks CORP | +0.2% | +88.19% | 加碼 |
| 15 | AVAV | Aerovironment Inc | +0.2% | NEW | 新建倉 |
| 16 | NOC | Northrop Grumman CORP | +0.2% | +41.60% | 加碼 |
| 17 | CB | Chubb Limited | +0.2% | +21.52% | 加碼 |
| 18 | LHX | L3harris Technologies Inc | +0.2% | NEW | 新建倉 |
| 19 | KTOS | Kratos Defense & Security | +0.2% | NEW | 新建倉 |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | NEW | 新建倉 |
| 21 | LMT | Lockheed Martin CORP | +0.2% | +24.81% | 加碼 |
| 22 | BHP | Bhp Group Ltd-spon Adr | +0.1% | NEW | 新建倉 |
| 23 | OUNZ | Vaneck Merk Gold ETF | +0.1% | NEW | 新建倉 |
| 24 | IVW | Ishares S&p 500 Growth ETF | +0.1% | NEW | 新建倉 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +17.15% | 加碼 |
| 26 | ENB | Enbridge Inc | +0.1% | NEW | 新建倉 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建倉 |
| 28 | ADBE | Adobe Inc | +0.1% | NEW | 新建倉 |
| 29 | DVY | Ishares Select Dividend ETF | -0.1% | -4.72% | 減碼 |
| 30 | TU | Telus CORP | -0.1% | EXIT | 清倉 |
| 31 | COP | Conocophillips | -0.1% | EXIT | 清倉 |
| 32 | MCD | Mcdonald's CORP | -0.1% | -8.24% | 減碼 |
| 33 | RSP | Invesco S&p 500 Equal Weight | -0.1% | EXIT | 清倉 |
| 34 | VGT | Vanguard Info Tech ETF | -0.1% | EXIT | 清倉 |
| 35 | CVS | Cvs Health CORP | -0.1% | +5.19% | 加碼 |
| 36 | LLY | Eli Lilly & Co | -0.1% | -34.64% | 減碼 |
| 37 | IJS | Ishares S&p Small-cap 600 Va | -0.2% | -5.35% | 減碼 |
| 38 | DG | Dollar General CORP | -0.2% | EXIT | 清倉 |
| 39 | FENY | Fidelity Msci Energy Index | -0.2% | -5.32% | 減碼 |
| 40 | KEL | Kellanova | -0.3% | -69.10% | 減碼 |
| 41 | GBTC | Grayscale Bitcoin Trust ETF | -0.3% | EXIT | 清倉 |
| 42 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -5.85% | 減碼 |
| 43 | TSLA | Tesla Inc | -0.4% | -62.29% | 減碼 |
| 44 | C | Citigroup Inc | -0.4% | -72.66% | 減碼 |
| 45 | TRV | Travelers Cos Inc/the | -0.4% | -76.02% | 減碼 |
| 46 | KR | Kroger Co | -0.4% | EXIT | 清倉 |
| 47 | ABBV | Abbvie Inc | -0.5% | -68.00% | 減碼 |
| 48 | LOW | Lowe's Cos Inc | -0.5% | EXIT | 清倉 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -3.8% | -89.45% | 減碼 |
| 50 | SPHB | Invesco S&p 500 High Beta Et | -4.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Wealth Quarterback LLC 在 Q2 2024 季度的美股持倉總市值約為 US$3.2億，共申報了 124 個公開持股部位。
在 Q2 2024 季度，Wealth Quarterback LLC 按市值排列的前三大核心持股分別為：IVV (19.3%)、QUAL (7.2%)、IUSG (6.8%)。其中最大持股部位 IVV 佔據整體投資組合約 19.3% 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
BMY
市值: US$80.5萬
本季最大獲利了結 / 清倉標的
SPHB
前期市值: US$772.0萬
在 Q2 2024 季度中，Wealth Quarterback LLC 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 17 個部位、減碼 12 個部位以及清倉 9 個部位。 其中最大新建倉標的為 BMY。 本季清倉部位包含 SPHB。
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。