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: 0001105837
申報總市值
US$11.5億
US$11.5億
569 檔
25.1%
截至 Q4 2024 季度末，Webster Bank, N. A. 的美股持倉估值約為 US$11.5億，全數申報部位共有 569 檔。
在 Q4 2024，Webster Bank, N. A. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 30 個部位並完全清倉 3 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 SPY, VOO, AAPL）占據了總市值的 25.1%，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 569 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.69% | +0.25% | -2.33% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.46% | +0.51% | +1.17% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.93% | +0.07% | -1.80% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | +0.06% | -6.97% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 3.35% | -0.07% | +2.24% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.24% | +6.41% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.84% | +0.12% | -1.09% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.76% | +0.33% | -0.52% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.56% | -0.06% | -1.65% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.69% | -0.38% | -2.07% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.66% | -0.01% | +14.10% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.63% | +0.06% | +0.82% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.38% | +0.03% | -2.04% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 1.38% | -0.03% | -1.83% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | — | -3.00% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.25% | -0.21% | -2.44% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.17% | +0.01% | -2.47% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.13% | -0.10% | -1.81% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.03% | -0.08% | -2.89% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.11% | -0.96% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.00% | -0.09% | -2.51% | |
| 22 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.97% | -0.03% | +27.04% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | -0.07% | -0.60% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.85% | +0.20% | +0.96% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.83% | -0.15% | -2.92% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.82% | -0.03% | +1.04% | |
| 27 | FAST | Fastenal Co | 股票-工業 | 0.81% | -0.09% | -2.35% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.79% | +0.04% | -3.97% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.77% | -0.05% | -12.84% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.77% | -0.07% | -23.92% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.74% | +0.03% | +5.95% | |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.73% | -0.08% | — | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | -0.07% | -4.13% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.72% | +0.06% | +2.39% | |
| 35 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.72% | — | -0.19% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | +0.15% | -1.54% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.66% | -0.05% | -16.98% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.64% | +0.19% | +52.44% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.63% | -0.16% | -1.15% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.18% | -5.70% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.17% | -6.04% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.56% | — | -8.89% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | -0.25% | -0.59% | |
| 44 | NOW | Servicenow Inc | 股票-科技 | 0.54% | -0.09% | +21.23% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | — | -0.81% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | +0.06% | -1.32% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.51% | -0.01% | +0.77% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.51% | +0.25% | -4.08% | |
| 49 | COF | Capital One Financial CORP | 股票-金融 | 0.45% | -0.21% | -6.35% | |
| 50 | PAYX | Paychex Inc | 股票-科技 | 0.45% | -0.02% | -2.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +0.7% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.4% | -1.09% | 減碼 |
| 3 | DFAS | Dimensional US Small Cap ETF | +0.4% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +0.4% | -1.80% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.52% | 減碼 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.4% | +1.17% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -1.65% | 減碼 |
| 8 | ETN | Eaton Corporation plc | +0.2% | +52.44% | 加碼 |
| 9 | GVI | Ishares Intermediate Governm | +0.2% | +27.04% | 加碼 |
| 10 | NOW | Servicenow Inc | +0.2% | +21.23% | 加碼 |
| 11 | WMT | Walmart Inc | +0.2% | -2.07% | 減碼 |
| 12 | MSFT | Microsoft CORP | +0.2% | +6.41% | 加碼 |
| 13 | FISV | Fiserv Inc | +0.2% | -1.83% | 減碼 |
| 14 | TSLA | Tesla Inc | +0.2% | +2.44% | 加碼 |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.2% | +14.10% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.2% | -3.00% | 減碼 |
| 17 | FLOT | Ishares Floating Rate Bond E | +0.1% | +166.12% | 加碼 |
| 18 | CRM | Salesforce Inc | +0.1% | -2.92% | 減碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | -6.97% | 減碼 |
| 20 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +2.24% | 加碼 |
| 21 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +64.80% | 加碼 |
| 22 | AGGY | Wisdomtree Yield Enhanced US | +0.1% | NEW | 新建倉 |
| 23 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +528.42% | 加碼 |
| 24 | AVGO | Broadcom Inc | +0.1% | +2.39% | 加碼 |
| 25 | EUSA | Ishares Msci USA Equal Weigh | +0.1% | NEW | 新建倉 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -1.32% | 減碼 |
| 27 | ECL | Ecolab Inc | -0.1% | -4.48% | 減碼 |
| 28 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.81% | 減碼 |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -8.89% | 減碼 |
| 30 | XLE | Ss Energy Select Sector | -0.1% | -74.18% | 減碼 |
| 31 | STZ | Constellation Brands Inc-a | -0.1% | -19.63% | 減碼 |
| 32 | VHT | Vanguard Health Care ETF | -0.1% | +0.77% | 加碼 |
| 33 | PEP | Pepsico Inc | -0.1% | -3.75% | 減碼 |
| 34 | CAT | Caterpillar Inc | -0.1% | -4.08% | 減碼 |
| 35 | GD | General Dynamics CORP | -0.1% | -2.34% | 減碼 |
| 36 | VNQ | Vanguard Real Estate ETF | -0.1% | -36.66% | 減碼 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -6.04% | 減碼 |
| 38 | BSMO | Invesco Bulletshares 2024 Mb | -0.1% | EXIT | 清倉 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -4.13% | 減碼 |
| 40 | ABBV | Abbvie Inc | -0.2% | -2.47% | 減碼 |
| 41 | CVS | Cvs Health CORP | -0.2% | -63.28% | 減碼 |
| 42 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -12.84% | 減碼 |
| 43 | IEMG | Ishares Core Msci Emerging | -0.2% | -16.98% | 減碼 |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.2% | -2.89% | 減碼 |
| 45 | VB | Vanguard Small-cap ETF | -0.2% | -23.92% | 減碼 |
| 46 | WBS | Webster Financial CORP | -0.2% | -84.42% | 減碼 |
| 47 | DHR | Danaher CORP | -0.3% | -1.81% | 減碼 |
| 48 | TRV | Travelers Cos Inc/the | -0.5% | -67.52% | 減碼 |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | -1.1% | EXIT | 清倉 |
| 50 | BLKCHF | Blackrock Inc | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Webster Bank, N. A. 在 Q4 2024 季度的美股持倉總市值約為 US$11.5億，共申報了 569 個公開持股部位。
在 Q4 2024 季度，Webster Bank, N. A. 按市值排列的前三大核心持股分別為：SPY (9.7%)、VOO (8.5%)、AAPL (5.9%)。其中最大持股部位 SPY 佔據整體投資組合約 9.7% 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
JAAA
市值: US$682.1萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1171.7萬
在 Q4 2024 季度中，Webster Bank, N. A. 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 13 個部位、減碼 30 個部位以及清倉 3 個部位。 其中最大新建倉標的為 JAAA。 本季清倉部位包含 BLKCHF。
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。