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: 0000072971
申報總市值
US$6174.2億
US$6174.2億
6497 檔
9.9%
截至 Q3 2024 季度末，Wells Fargo & Company/mn 的美股持倉估值約為 US$6174.2億，全數申報部位共有 6497 檔。
在 Q3 2024，Wells Fargo & Company/mn 操作展現出積極擴展與加碼意向。本季共新建倉 3 個新部位，並對 110 個既有持股進行加碼（合計增持 113 檔），相較減碼與清倉部位顯著佔優。
整體而言，Wells Fargo & Company/mn 的前 5 大持股（包含 MSFT, AAPL, QQQ）貢獻了組合市值的 9.9%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 6497 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 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | -0.28% | -1.14% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.23% | -0.03% | -1.43% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.69% | +0.62% | +3.13% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.35% | +0.22% | +15.75% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.08% | +0.06% | +0.86% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.02% | +0.37% | -13.43% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.57% | — | +14.68% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.04% | +9.24% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.33% | -0.08% | -3.48% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.30% | -0.07% | +8.43% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | -0.32% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.17% | -0.15% | -12.45% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.10% | -0.04% | +3.85% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.05% | +0.07% | -2.94% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.98% | +0.01% | +1206.35% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.77% | -0.08% | +3.22% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | +0.30% | +6.61% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.75% | -0.07% | +0.50% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | +0.21% | +2.47% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.72% | -0.03% | -0.74% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.69% | +0.17% | +3.94% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.07% | +3.08% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | +0.03% | -2.02% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.67% | -0.26% | +1.19% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.66% | +0.02% | -0.43% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | -0.12% | -0.90% | |
| 27 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.65% | -0.09% | -4.69% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.63% | -0.08% | -2.29% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.60% | +0.07% | -0.57% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | -0.09% | -0.10% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | -0.11% | -3.02% | |
| 32 | BLKCHF | Blackrock Inc | 股票-其他 | 0.56% | — | -1.27% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | +0.16% | -0.11% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | +0.02% | +2.52% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.55% | -0.05% | -2.43% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.55% | -0.07% | +0.17% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.06% | +0.99% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | +0.16% | -1.78% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.52% | -0.17% | -1.67% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | +0.30% | +1.43% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.50% | -0.16% | -2.04% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.50% | -0.01% | -1.59% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.48% | -0.13% | -2.81% | |
| 44 | LIN | Linde plc | 股票-原物料 | 0.48% | -0.03% | +2.76% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.48% | -0.09% | -2.89% | |
| 46 | ADI | Analog Devices Inc | 股票-科技 | 0.48% | +0.02% | -1.64% | |
| 47 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.45% | -0.01% | -3.67% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.44% | -0.04% | -0.54% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.44% | -0.09% | +0.78% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | -0.05% | -4.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.4% | +15.75% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.2% | +1206.35% | 加碼 |
| 3 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +14.68% | 加碼 |
| 4 | XLF | Ss Financial Select Sector | +0.1% | +85.14% | 加碼 |
| 5 | GLD | Spdr Gold Shares | +0.1% | +38.60% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.1% | +41.91% | 加碼 |
| 7 | USHY | Ishares Broad Usd High Yield | +0.1% | +42.01% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +3.22% | 加碼 |
| 9 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +469.81% | 加碼 |
| 10 | LOW | Lowe's Cos Inc | +0.1% | -4.69% | 減碼 |
| 11 | BLKCHF | Blackrock Inc | +0.1% | -1.27% | 減碼 |
| 12 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 13 | AAPL | Apple Inc | +0.1% | -1.43% | 減碼 |
| 14 | NEE | Nextera Energy Inc | +0.1% | -2.29% | 減碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +3.08% | 加碼 |
| 16 | HD | Home Depot Inc | +0.1% | +0.17% | 加碼 |
| 17 | SBUX | Starbucks CORP | +0.1% | -3.67% | 減碼 |
| 18 | BND | Vanguard Total Bond Market | +0.1% | +18.30% | 加碼 |
| 19 | AFL | Aflac Inc | +0.1% | -2.70% | 減碼 |
| 20 | VB | Vanguard Small-cap ETF | +0.1% | +16.71% | 加碼 |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +55.00% | 加碼 |
| 22 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +131.10% | 加碼 |
| 23 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.85% | 加碼 |
| 24 | UNH | Unitedhealth Group Inc | 0% | -2.94% | 減碼 |
| 25 | MCD | Mcdonald's CORP | 0% | -3.02% | 減碼 |
| 26 | WMT | Walmart Inc | 0% | -2.04% | 減碼 |
| 27 | NKE | Nike Inc -cl B | 0% | +8.29% | 加碼 |
| 28 | LMT | Lockheed Martin CORP | 0% | -1.69% | 減碼 |
| 29 | ADP | Automatic Data Processing | 0% | -1.59% | 減碼 |
| 30 | IBM | Intl Business Machines CORP | 0% | +0.32% | 加碼 |
| 31 | GE | General Electric | 0% | +33.82% | 加碼 |
| 32 | ORCL | Oracle CORP | 0% | +5.94% | 加碼 |
| 33 | TMUS | T-mobile US Inc | 0% | +64.97% | 加碼 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.99% | 加碼 |
| 35 | ACN | Accenture plc | 0% | -1.67% | 減碼 |
| 36 | SPGI | S&p Global Inc | 0% | +1.89% | 加碼 |
| 37 | RTX | Rtx CORP | 0% | -1.38% | 減碼 |
| 38 | EEM | Ishares Msci Emerging Market | 0% | +12.38% | 加碼 |
| 39 | MMM | 3m Co | 0% | +23.31% | 加碼 |
| 40 | KWEB | Kranesh Csi China Internet | 0% | +461.46% | 加碼 |
| 41 | CTVA | Corteva Inc | 0% | +53.07% | 加碼 |
| 42 | PH | Parker Hannifin CORP | 0% | +4.34% | 加碼 |
| 43 | DHI | Dr Horton Inc | 0% | +39.11% | 加碼 |
| 44 | WYNN | Wynn Resorts LTD | 0% | +592.32% | 加碼 |
| 45 | LIN | Linde plc | 0% | +2.76% | 加碼 |
| 46 | CSCO | Cisco Systems Inc | 0% | -1.78% | 減碼 |
| 47 | ABBV | Abbvie Inc | 0% | -1.95% | 減碼 |
| 48 | CB | Chubb Limited | 0% | -0.10% | 減碼 |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | +1.35% | 加碼 |
| 50 | EFA | Ishares Msci Eafe ETF | 0% | +4.83% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wells Fargo & Company/mn 在 Q3 2024 季度的美股持倉總市值約為 US$6174.2億，共申報了 6497 個公開持股部位。
在 Q3 2024 季度，Wells Fargo & Company/mn 按市值排列的前三大核心持股分別為：MSFT (3.4%)、AAPL (3.2%)、QQQ (2.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.4% 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
TEL
市值: US$2.7億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$3.0億
在 Q3 2024 季度中，Wells Fargo & Company/mn 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 110 個部位、減碼 85 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
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。