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。
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CIK: 0000934745
申報總市值
US$14.0億
US$14.0億
181 檔
32.0%
根據最新整理的 13F 季度數據集，Weatherly Asset Management L. P. 於 Q4 2024 結束時的管理資產規模為 US$14.0億。該機構在本季度申報了 181 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，Weatherly Asset Management L. P. 採取了強勁的買進策略，建倉與加碼動作（合計 28 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Weatherly Asset Management L. P. 的前 5 大持股（包含 LLY, AAPL, AMZN）貢獻了組合市值的 32.0%，形成該機構在 Q4 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 | LLY | Eli Lilly & Co | 股票-醫療保健 | 19.91% | +2.88% | -1.43% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.97% | -0.19% | -1.92% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.57% | -0.06% | +0.30% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.86% | -0.43% | -0.01% | |
| 5 | NFLX | Netflix Inc | 股票-通訊服務 | 3.63% | -1.14% | -1.95% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.81% | -0.32% | +12.06% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.63% | -0.36% | -1.05% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.35% | -0.41% | -1.38% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.05% | -0.19% | +5.98% | |
| 10 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 2.00% | -0.20% | -7.66% | |
| 11 | WM | Waste Management Inc | 股票-工業 | 1.99% | -0.33% | +1.65% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.81% | +0.17% | +0.83% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | -0.11% | -3.72% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.77% | -0.20% | +7.41% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.75% | -0.09% | +4.49% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.72% | -0.01% | +0.51% | |
| 17 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.58% | — | -0.33% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.51% | -0.01% | +2.09% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.47% | -0.02% | +7.67% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.35% | -0.07% | -1.04% | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.26% | +0.14% | +0.34% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.18% | -0.09% | +6.53% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.04% | -0.13% | -1.66% | |
| 24 | FTNT | Fortinet Inc | 股票-科技 | 0.97% | +0.43% | +0.56% | |
| 25 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.84% | -0.03% | -0.94% | |
| 26 | ANET | Arista Networks Inc | 股票-科技 | 0.81% | +0.15% | — | |
| 27 | GD | General Dynamics CORP | 股票-工業 | 0.74% | -0.10% | +4.58% | |
| 28 | NOW | Servicenow Inc | 股票-科技 | 0.73% | -0.06% | +3.18% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.72% | +0.47% | +2.42% | |
| 30 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.72% | -0.09% | +9.32% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 0.66% | -0.18% | +0.53% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | -0.06% | -3.01% | |
| 33 | DE | Deere & Co | 股票-工業 | 0.57% | — | +1.03% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.56% | +1.45% | +115.66% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.56% | -0.06% | +0.19% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | -0.01% | +3.85% | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.54% | — | +0.27% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.53% | -0.22% | +6.61% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.53% | — | -2.42% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.47% | -0.02% | +9.70% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | +0.04% | -0.37% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | -0.06% | -7.68% | |
| 43 | EQIX | Equinix Inc | 股票-房地產 | 0.42% | -0.01% | +0.86% | |
| 44 | TT | Trane Technologies plc | 股票-工業 | 0.41% | -0.01% | -2.53% | |
| 45 | WMT | Walmart Inc | 股票-非循環性消費 | 0.39% | -0.14% | +30.39% | |
| 46 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.39% | -0.03% | -2.32% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.38% | -0.07% | -3.89% | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.37% | -0.16% | -0.22% | |
| 49 | MCK | Mckesson CORP | 股票-醫療保健 | 0.35% | -0.12% | — | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.35% | -0.13% | +18.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +0.8% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.8% | +0.30% | 加碼 |
| 3 | NFLX | Netflix Inc | +0.7% | -1.95% | 減碼 |
| 4 | AAPL | Apple Inc | +0.5% | -1.92% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.83% | 加碼 |
| 6 | V | Visa Inc-class A Shares | +0.2% | +2.09% | 加碼 |
| 7 | FBND | Fidelity Total Bond ETF | +0.2% | +12.06% | 加碼 |
| 8 | ✓ | Cyberark Software LTD. Cmn | +0.2% | -0.33% | 減碼 |
| 9 | TSLA | Tesla Inc | +0.2% | +0.27% | 加碼 |
| 10 | FTNT | Fortinet Inc | +0.2% | +0.56% | 加碼 |
| 11 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 12 | NOW | Servicenow Inc | +0.1% | +3.18% | 加碼 |
| 13 | JPST | Jpmorgan Ultra-short Income | +0.1% | +5.98% | 加碼 |
| 14 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 15 | AVGO | Broadcom Inc | +0.1% | +134.49% | 加碼 |
| 16 | DLR | Digital Realty Trust Inc | +0.1% | +9.32% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | +30.39% | 加碼 |
| 18 | NVDA | Nvidia CORP | +0.1% | -3.72% | 減碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +106.82% | 加碼 |
| 20 | CGGO | Cap Group Global Growth | +0.1% | NEW | 新建倉 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +115.66% | 加碼 |
| 22 | DIS | Walt Disney Co/the | +0.1% | -3.01% | 減碼 |
| 23 | ZS | Zscaler Inc | +0.1% | +35.10% | 加碼 |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | 新建倉 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -0.37% | 減碼 |
| 26 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +0.51% | 加碼 |
| 27 | CGGR | Cap Group Growth Equity | +0.1% | NEW | 新建倉 |
| 28 | MCK | Mckesson CORP | +0.1% | — | 不變 |
| 29 | FHLC | Fidelity Msci Health Care | 0% | +7.67% | 加碼 |
| 30 | MSFT | Microsoft CORP | 0% | -0.01% | 減碼 |
| 31 | DGX | Quest Diagnostics Inc | 0% | -15.41% | 減碼 |
| 32 | GD | General Dynamics CORP | -0.1% | +4.58% | 加碼 |
| 33 | HD | Home Depot Inc | -0.1% | -1.04% | 減碼 |
| 34 | SBUX | Starbucks CORP | -0.1% | -0.94% | 減碼 |
| 35 | KO | Coca-cola Co/the | -0.1% | +3.85% | 加碼 |
| 36 | CE | Celanese CORP | -0.1% | -4.94% | 減碼 |
| 37 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +4.49% | 加碼 |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -2.42% | 減碼 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -7.68% | 減碼 |
| 40 | NEE | Nextera Energy Inc | -0.1% | -3.89% | 減碼 |
| 41 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | +0.34% | 加碼 |
| 42 | LMT | Lockheed Martin CORP | -0.1% | +0.53% | 加碼 |
| 43 | ASML | ASML Holding N.V. | -0.1% | +2.42% | 加碼 |
| 44 | TTEN | Totalenergies Se -spon Adr | -0.1% | -13.44% | 減碼 |
| 45 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 47 | ADBE | Adobe Inc | -0.2% | -1.66% | 減碼 |
| 48 | CGW | Invesco S&p Global Water Ind | -0.4% | -7.66% | 減碼 |
| 49 | ANETEUR | Arista Networks Inc | -0.7% | EXIT | 清倉 |
| 50 | LLY | Eli Lilly & Co | -3% | -1.43% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Weatherly Asset Management L. P. 在 Q4 2024 季度的美股持倉總市值約為 US$14.0億，共申報了 181 個公開持股部位。
在 Q4 2024 季度，Weatherly Asset Management L. P. 按市值排列的前三大核心持股分別為：LLY (19.9%)、AAPL (8.0%)、AMZN (4.6%)。其中最大持股部位 LLY 佔據整體投資組合約 19.9% 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
ANET
市值: US$909.7萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$766.5萬
在 Q4 2024 季度中，Weatherly Asset Management L. P. 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 22 個部位、減碼 18 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。