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: 0001568303
申報總市值
US$3.5億
US$3.5億
252 檔
19.0%
根據最新整理的 13F 季度數據集，West Family Investments, Inc. 於 Q2 2024 結束時的管理資產規模為 US$3.5億。該機構在本季度申報了 252 檔美股持倉，呈現出該時期的主要投資地圖。
West Family Investments, Inc. 在 Q2 2024 進行了結構性的板塊輪動與部位換股。在開立 8 個全新部位及加碼 13 檔持股的同時，亦同步清倉 14 檔並減碼 5 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 IAU, SCHP, TLT）占據了總市值的 19.0%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 252 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 | IAU | Ishares Gold Trust | ETF-避險與商品 | 7.05% | -11.94% | EXIT | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.24% | -5.96% | EXIT | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.23% | -5.84% | EXIT | |
| 4 | NEM | Newmont CORP | 股票-原物料 | 3.08% | -0.02% | — | |
| 5 | LGO | Largo Inc | 股票-其他 | 3.08% | -0.72% | — | |
| 6 | RRC | Range Resources CORP | 股票-能源 | 2.75% | -0.08% | EXIT | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.50% | +0.13% | +2.24% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.47% | -0.02% | +0.10% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.45% | +0.49% | +907.37% | |
| 10 | SLV | Ishares Silver Trust | ETF-避險與商品 | 2.27% | — | — | |
| 11 | HACK | Amplify Cybersecurity ETF | ETF-其他 | 2.26% | — | — | |
| 12 | MBB | Ishares Mbs ETF | ETF-其他 | 2.23% | -2.70% | EXIT | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | -0.18% | +4.57% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.94% | +0.28% | -2.44% | |
| 15 | ABX | Barrick Gold CORP | 股票-金融 | 1.83% | — | -0.07% | |
| 16 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.75% | +0.10% | NEW | |
| 17 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.73% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.61% | +0.11% | +0.48% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.56% | — | — | |
| 20 | EQT | Eqt CORP | 股票-能源 | 1.50% | -2.29% | — | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.39% | +0.02% | +1.31% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.33% | +0.04% | +0.32% | |
| 23 | EXE | Expand Energy CORP | 股票-能源 | 1.23% | -1.75% | — | |
| 24 | KGC | Kinross Gold CORP | 股票-原物料 | 1.20% | — | — | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.19% | +0.14% | +0.44% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 1.12% | -0.07% | -0.13% | |
| 27 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.06% | +0.13% | — | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.00% | +0.31% | -0.39% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.87% | +0.04% | -8.55% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | -0.02% | +2.29% | |
| 31 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.76% | +0.07% | +2.05% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.73% | -0.94% | EXIT | |
| 33 | GHC | Graham Holdings Co-class B | 股票-工業 | 0.73% | — | — | |
| 34 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.69% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.10% | -0.88% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | -0.06% | -0.60% | |
| 37 | CRSP | CRISPR Therapeutics AG | 股票-醫療保健 | 0.57% | -0.59% | — | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | +0.34% | — | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.24% | +0.51% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.52% | +0.29% | +4.16% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | -0.11% | -0.62% | |
| 42 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.49% | -0.02% | -0.58% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.14% | — | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.47% | +0.03% | -1.17% | |
| 45 | WM | Waste Management Inc | 股票-工業 | 0.46% | -0.11% | -0.62% | |
| 46 | TSLA | Tesla Inc | 股票-循環性消費 | 0.44% | +0.17% | +6.96% | |
| 47 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.44% | -0.08% | +1.82% | |
| 48 | GDXJ | Vaneck Junior Gold Miners | ETF-避險與商品 | 0.44% | -1.45% | — | |
| 49 | RSG | Republic Services Inc | 股票-工業 | 0.43% | -0.08% | — | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.42% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +0.6% | +34.87% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.6% | +907.37% | 加碼 |
| 3 | SCHP | Schwab U.s. Tips ETF | +0.4% | +16.43% | 加碼 |
| 4 | AAPL | Apple Inc | +0.4% | +0.10% | 加碼 |
| 5 | NEM | Newmont CORP | +0.4% | — | 不變 |
| 6 | KGC | Kinross Gold CORP | +0.3% | — | 不變 |
| 7 | SLV | Ishares Silver Trust | +0.3% | — | 不變 |
| 8 | LGO | Largo Inc | +0.2% | — | 不變 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.48% | 加碼 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.39% | 減碼 |
| 11 | NOC | Northrop Grumman CORP | +0.2% | NEW | 新建倉 |
| 12 | LLY | Eli Lilly & Co | +0.1% | +0.44% | 加碼 |
| 13 | HUM | Humana Inc | +0.1% | NEW | 新建倉 |
| 14 | MSFT | Microsoft CORP | +0.1% | +2.24% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.1% | +4.16% | 加碼 |
| 16 | TMUS | T-mobile US Inc | +0.1% | +43.89% | 加碼 |
| 17 | NEE | Nextera Energy Inc | +0.1% | NEW | 新建倉 |
| 18 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建倉 |
| 19 | ADI | Analog Devices Inc | +0.1% | NEW | 新建倉 |
| 20 | ACGL | Arch Capital Group Ltd. | +0.1% | NEW | 新建倉 |
| 21 | ASX | Ase Technology Holding -adr | +0.1% | NEW | 新建倉 |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建倉 |
| 23 | GDX | Vaneck Gold Miners ETF | +0.1% | — | 不變 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +1.31% | 加碼 |
| 25 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +2.05% | 加碼 |
| 26 | TSLA | Tesla Inc | +0.1% | +6.96% | 加碼 |
| 27 | ELV | Elevance Health Inc | 0% | +0.40% | 加碼 |
| 28 | KEYS | Keysight Technologies In | -0.1% | EXIT | 清倉 |
| 29 | PLD | Prologis Inc | -0.1% | EXIT | 清倉 |
| 30 | BA | Boeing Co/the | -0.1% | EXIT | 清倉 |
| 31 | XEL | Xcel Energy Inc | -0.1% | EXIT | 清倉 |
| 32 | LESL | Leslie's, Inc. | -0.1% | — | 不變 |
| 33 | TS | Tenaris Sa-adr | -0.1% | EXIT | 清倉 |
| 34 | BMY | Bristol-myers Squibb Co | -0.1% | EXIT | 清倉 |
| 35 | HRL | Hormel Foods CORP | -0.1% | EXIT | 清倉 |
| 36 | MDT | Medtronic plc | -0.1% | EXIT | 清倉 |
| 37 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 38 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清倉 |
| 39 | KHC | Kraft Heinz Co/the | -0.1% | EXIT | 清倉 |
| 40 | CSCO | Cisco Systems Inc | -0.1% | -14.95% | 減碼 |
| 41 | GHC | Graham Holdings Co-class B | -0.1% | — | 不變 |
| 42 | INTC | Intel CORP | -0.1% | EXIT | 清倉 |
| 43 | TLK | Telkom Indonesia Persero-adr | -0.1% | EXIT | 清倉 |
| 44 | ABT | Abbott Laboratories | -0.1% | EXIT | 清倉 |
| 45 | MA | Mastercard Inc - A | -0.2% | -0.13% | 減碼 |
| 46 | EXE | Expand Energy CORP | -0.2% | — | 不變 |
| 47 | CRSP | CRISPR Therapeutics AG | -0.2% | — | 不變 |
| 48 | RRC | Range Resources CORP | -0.2% | — | 不變 |
| 49 | CVS | Cvs Health CORP | -0.2% | -6.93% | 減碼 |
| 50 | IAU | Ishares Gold Trust | -1.1% | -14.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，West Family Investments, Inc. 在 Q2 2024 季度的美股持倉總市值約為 US$3.5億，共申報了 252 個公開持股部位。
在 Q2 2024 季度，West Family Investments, Inc. 按市值排列的前三大核心持股分別為：IAU (7.0%)、SCHP (3.2%)、TLT (3.2%)。其中最大持股部位 IAU 佔據整體投資組合約 7.0% 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
NOC
市值: US$48.4萬
本季最大獲利了結 / 清倉標的
ABT
前期市值: US$40.9萬
在 Q2 2024 季度中，West Family Investments, Inc. 共進行了 40 項持倉異動，包含新建倉 8 個部位、加碼 13 個部位、減碼 5 個部位以及清倉 14 個部位。 其中最大新建倉標的為 NOC。 本季清倉部位包含 ABT。
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。