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: 0001443095
申報總市值
US$29.3億
US$29.3億
263 檔
13.9%
Welch Group, LLC 在 Q4 2024 季度的美股部位總計估值為 US$29.3億，分散於 263 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2024 數據顯示 Welch Group, LLC 積極進場，新開立 3 個部位並同步加碼 27 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AAPL, SFBS, MSFT）累計市值佔比達 13.9%，是驅動 Welch Group, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 263 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 | AAPL | Apple Inc | 股票-科技 | 4.10% | +0.10% | -0.72% | |
| 2 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 3.99% | +0.17% | -9.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.85% | -0.18% | +0.21% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.24% | +0.03% | -1.59% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 3.17% | +0.21% | -1.15% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.00% | — | -0.36% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.98% | +0.06% | +0.08% | |
| 8 | SO | Southern Co/the | 股票-公用事業 | 2.90% | -0.27% | -0.68% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.89% | +0.20% | +1.20% | |
| 10 | RTX | Rtx CORP | 股票-工業 | 2.81% | -0.37% | -0.27% | |
| 11 | EMR | Emerson Electric Co | 股票-工業 | 2.69% | -0.02% | -0.73% | |
| 12 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.62% | +0.16% | -1.23% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.60% | -0.43% | +1.40% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.59% | -0.41% | -0.68% | |
| 15 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 2.58% | -0.02% | +1.47% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 2.56% | -0.61% | +1.04% | |
| 17 | PAYX | Paychex Inc | 股票-科技 | 2.55% | +0.01% | -0.19% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.54% | -0.89% | +1.97% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.45% | -0.11% | +0.70% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 2.44% | +0.59% | +1.33% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 2.44% | -0.91% | -0.51% | |
| 22 | TFC | Truist Financial CORP | 股票-金融 | 2.44% | -0.02% | +0.45% | |
| 23 | UL | Unilever PLC | 股票-非循環性消費 | 2.21% | — | +0.62% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.19% | -0.21% | -1.81% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.16% | -0.38% | +0.87% | |
| 26 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 2.09% | +0.11% | +0.97% | |
| 27 | ED | Consolidated Edison Inc | 股票-公用事業 | 2.02% | -0.24% | +0.72% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 2.01% | +0.65% | +1.05% | |
| 29 | GIS | General Mills Inc | 股票-非循環性消費 | 1.95% | — | -0.83% | |
| 30 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.92% | -0.53% | -1.08% | |
| 31 | PFE | Pfizer Inc | 股票-醫療保健 | 1.23% | -0.47% | -35.13% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | +0.04% | -3.63% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.70% | — | +2.15% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.66% | +0.02% | +40.10% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.60% | — | +1163.20% | |
| 36 | CAT | Caterpillar Inc | 股票-工業 | 0.60% | +0.35% | +1.95% | |
| 37 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.57% | +0.04% | +2.80% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | +0.09% | +3.74% | |
| 39 | DE | Deere & Co | 股票-工業 | 0.47% | +0.04% | +2.04% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.01% | +0.36% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | +0.05% | +0.99% | |
| 42 | BX | Blackstone Inc | 股票-金融 | 0.44% | — | -0.32% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.41% | +0.06% | +0.93% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.40% | +0.01% | +4.43% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.39% | +0.88% | +2.76% | |
| 46 | AFL | Aflac Inc | 股票-金融 | 0.38% | -0.04% | -2.40% | |
| 47 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.36% | -0.04% | +2.64% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.35% | -0.29% | +5.34% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.34% | +0.03% | +4.59% | |
| 50 | VMC | Vulcan Materials Co | 股票-原物料 | 0.32% | — | +0.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +0.6% | +1163.20% | 加碼 |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | -1.59% | 減碼 |
| 3 | AAPL | Apple Inc | +0.4% | -0.72% | 減碼 |
| 4 | EMR | Emerson Electric Co | +0.4% | -0.73% | 減碼 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +40.10% | 加碼 |
| 6 | PAYX | Paychex Inc | +0.2% | -0.19% | 減碼 |
| 7 | CINF | Cincinnati Financial CORP | +0.2% | -1.23% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.2% | +813.98% | 加碼 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +253.18% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.1% | -3.63% | 減碼 |
| 11 | TFC | Truist Financial CORP | +0.1% | +0.45% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +2.80% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.74% | 加碼 |
| 14 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | 新建倉 |
| 15 | MSFT | Microsoft CORP | +0.1% | +0.21% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +0.99% | 加碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +0.93% | 加碼 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | -1.15% | 減碼 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +2.76% | 加碼 |
| 20 | BX | Blackstone Inc | +0.1% | -0.32% | 減碼 |
| 21 | XLP | Ss Consumer Staples Sel Sect | 0% | NEW | 新建倉 |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | NEW | 新建倉 |
| 23 | MA | Mastercard Inc - A | 0% | +4.59% | 加碼 |
| 24 | SFBS | Servisfirst Bancshares Inc | 0% | -9.10% | 減碼 |
| 25 | PG | Procter & Gamble Co/the | 0% | +0.70% | 加碼 |
| 26 | MCD | Mcdonald's CORP | — | +1.40% | 加碼 |
| 27 | HD | Home Depot Inc | 0% | +0.08% | 加碼 |
| 28 | LLY | Eli Lilly & Co | 0% | -0.73% | 減碼 |
| 29 | CARR | Carrier Global CORP | 0% | +2.86% | 加碼 |
| 30 | AFL | Aflac Inc | 0% | -2.40% | 減碼 |
| 31 | RTX | Rtx CORP | -0.1% | -0.27% | 減碼 |
| 32 | KO | Coca-cola Co/the | -0.1% | +2.15% | 加碼 |
| 33 | AMD | Advanced Micro Devices | -0.1% | +6.28% | 加碼 |
| 34 | KMB | Kimberly-clark CORP | -0.1% | +0.97% | 加碼 |
| 35 | TXN | Texas Instruments Inc | -0.1% | +1.05% | 加碼 |
| 36 | QCOM | Qualcomm Inc | -0.1% | +1.33% | 加碼 |
| 37 | PEP | Pepsico Inc | -0.2% | +0.87% | 加碼 |
| 38 | DG | Dollar General CORP | -0.2% | EXIT | 清倉 |
| 39 | SO | Southern Co/the | -0.2% | -0.68% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -0.51% | 減碼 |
| 41 | ABBV | Abbvie Inc | -0.2% | +1.20% | 加碼 |
| 42 | VZ | Verizon Communications Inc | -0.2% | -1.08% | 減碼 |
| 43 | UL | Unilever PLC | -0.2% | +0.62% | 加碼 |
| 44 | CL | Colgate-palmolive Co | -0.2% | +1.47% | 加碼 |
| 45 | ED | Consolidated Edison Inc | -0.2% | +0.72% | 加碼 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -1.81% | 減碼 |
| 47 | GIS | General Mills Inc | -0.3% | -0.83% | 減碼 |
| 48 | NEE | Nextera Energy Inc | -0.4% | -0.68% | 減碼 |
| 49 | LMT | Lockheed Martin CORP | -0.4% | +1.04% | 加碼 |
| 50 | PFE | Pfizer Inc | -0.8% | -35.13% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Welch Group, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$29.3億，共申報了 263 個公開持股部位。
在 Q4 2024 季度，Welch Group, LLC 按市值排列的前三大核心持股分別為：AAPL (4.1%)、SFBS (4.0%)、MSFT (3.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.1% 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
VGSH
市值: US$204.7萬
本季最大獲利了結 / 清倉標的
DG
前期市值: US$369.7萬
在 Q4 2024 季度中，Welch Group, LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 27 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 VGSH。 本季清倉部位包含 DG。
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。