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
293 檔
20.8%
West Family Investments, Inc. 在 Q3 2024 季度的美股部位總計估值為 US$3.5億，分散於 293 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2024 期間，West Family Investments, Inc. 展現了靈活的資產再平衡步調，透過出清 10 檔弱勢或達到目標價部位，將資金轉置於 7 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 IAU, LGO, TLT）累計市值佔比達 20.8%，是驅動 West Family Investments, Inc. 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 293 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 | 9.06% | -11.94% | EXIT | |
| 2 | LGO | Largo Inc | 股票-其他 | 3.99% | -0.72% | — | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.93% | -5.84% | EXIT | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.87% | -5.96% | EXIT | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.63% | -0.02% | +16.71% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | +0.13% | +20.77% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.19% | +0.49% | +16.78% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 2.64% | -2.70% | EXIT | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.85% | +0.02% | +21.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.80% | +0.11% | +7.65% | |
| 11 | EXE | Expand Energy CORP | 股票-能源 | 1.40% | -1.75% | — | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.39% | +0.14% | +5.84% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | -0.02% | +21.67% | |
| 14 | EQT | Eqt CORP | 股票-能源 | 1.29% | -2.29% | -23.57% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.21% | +0.31% | +7.46% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.88% | -0.94% | EXIT | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | -0.10% | +6.92% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.85% | +0.04% | +2.97% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.82% | +0.28% | -67.50% | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 0.80% | +0.17% | +20.83% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.29% | +1167.38% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.79% | -0.24% | +5.59% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | +0.34% | +8.23% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | -0.11% | +15.61% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.67% | -0.06% | +5.46% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | -0.14% | +7.23% | |
| 27 | GDXJ | Vaneck Junior Gold Miners | ETF-避險與商品 | 0.57% | -1.45% | — | |
| 28 | CRSP | CRISPR Therapeutics AG | 股票-醫療保健 | 0.57% | -0.59% | — | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.56% | +0.03% | +2.46% | |
| 30 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.55% | -0.02% | -3.06% | |
| 31 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.55% | -0.08% | +7.17% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.02% | +21.37% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.12% | +13.21% | |
| 34 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.53% | -0.53% | +13.57% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.18% | -78.08% | |
| 36 | WM | Waste Management Inc | 股票-工業 | 0.51% | -0.11% | -0.43% | |
| 37 | RSG | Republic Services Inc | 股票-工業 | 0.51% | -0.08% | +0.09% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.07% | -64.89% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.50% | -0.15% | +2.50% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | -0.08% | +10.83% | |
| 41 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.48% | +0.07% | +5.34% | |
| 42 | WIT | Wipro Ltd-adr | 股票-其他 | 0.48% | -0.06% | -1.16% | |
| 43 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.46% | -0.02% | +88.87% | |
| 44 | SHEL | Shell Plc-adr | 股票-能源 | 0.45% | +0.03% | +4.45% | |
| 45 | MSI | Motorola Solutions Inc | 股票-科技 | 0.45% | -0.06% | +0.24% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.16% | +1.79% | |
| 47 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.44% | -0.08% | +22.77% | |
| 48 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.43% | +0.02% | +0.42% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.42% | -0.13% | +7.54% | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.42% | +0.04% | +4.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +2% | — | 不變 |
| 2 | AAPL | Apple Inc | +1.2% | +16.71% | 加碼 |
| 3 | LGO | Largo Inc | +0.9% | — | 不變 |
| 4 | MSFT | Microsoft CORP | +0.8% | +20.77% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.7% | +16.78% | 加碼 |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | — | 不變 |
| 7 | SCHP | Schwab U.s. Tips ETF | +0.6% | — | 不變 |
| 8 | META | Meta Platforms Inc-class A | +0.5% | +21.67% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.5% | +21.36% | 加碼 |
| 10 | MBB | Ishares Mbs ETF | +0.4% | — | 不變 |
| 11 | TSLA | Tesla Inc | +0.4% | +20.83% | 加碼 |
| 12 | AVGO | Broadcom Inc | +0.3% | +1167.38% | 加碼 |
| 13 | HDB | Hdfc Bank Ltd-adr | +0.2% | +88.87% | 加碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +6.92% | 加碼 |
| 15 | WMT | Walmart Inc | +0.2% | +5.59% | 加碼 |
| 16 | ABT | Abbott Laboratories | +0.2% | NEW | 新建倉 |
| 17 | PG | Procter & Gamble Co/the | +0.2% | +15.61% | 加碼 |
| 18 | TMUS | T-mobile US Inc | +0.2% | +22.77% | 加碼 |
| 19 | HD | Home Depot Inc | +0.2% | +30.95% | 加碼 |
| 20 | V | Visa Inc-class A Shares | +0.2% | +21.37% | 加碼 |
| 21 | CRM | Salesforce Inc | +0.2% | +76.65% | 加碼 |
| 22 | UBS | UBS Group AG | +0.1% | NEW | 新建倉 |
| 23 | KLAC | Kla CORP | +0.1% | NEW | 新建倉 |
| 24 | ORCL | Oracle CORP | +0.1% | +27.48% | 加碼 |
| 25 | AMD | Advanced Micro Devices | +0.1% | +65.24% | 加碼 |
| 26 | EOG | Eog Resources Inc | +0.1% | NEW | 新建倉 |
| 27 | MDT | Medtronic plc | +0.1% | NEW | 新建倉 |
| 28 | NKE | Nike Inc -cl B | +0.1% | NEW | 新建倉 |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | +85.34% | 加碼 |
| 30 | PKX | Posco Holdings Inc -spon Adr | +0.1% | NEW | 新建倉 |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 0% | +2.97% | 加碼 |
| 32 | HUM | Humana Inc | -0.1% | EXIT | 清倉 |
| 33 | EQT | Eqt CORP | -0.2% | -23.57% | 減碼 |
| 34 | HSBC | Hsbc Holdings Plc-spons Adr | -0.6% | -78.60% | 減碼 |
| 35 | MA | Mastercard Inc - A | -0.6% | -64.89% | 減碼 |
| 36 | WPM | Wheaton Precious Metals CORP | -0.7% | EXIT | 清倉 |
| 37 | GHC | Graham Holdings Co-class B | -0.7% | EXIT | 清倉 |
| 38 | FCX | Freeport-mcmoran Inc | -1% | -91.60% | 減碼 |
| 39 | CVX | Chevron CORP | -1.1% | -83.41% | 減碼 |
| 40 | UNH | Unitedhealth Group Inc | -1.1% | -67.50% | 減碼 |
| 41 | KGC | Kinross Gold CORP | -1.2% | -96.48% | 減碼 |
| 42 | XOM | Exxon Mobil CORP | -1.5% | -78.08% | 減碼 |
| 43 | XLE | Ss Energy Select Sector | -1.6% | EXIT | 清倉 |
| 44 | ELV | Elevance Health Inc | -1.6% | -92.36% | 減碼 |
| 45 | GDX | Vaneck Gold Miners ETF | -1.7% | EXIT | 清倉 |
| 46 | ABX | Barrick Gold CORP | -1.8% | EXIT | 清倉 |
| 47 | HACK | Amplify Cybersecurity ETF | -2.3% | EXIT | 清倉 |
| 48 | SLV | Ishares Silver Trust | -2.3% | EXIT | 清倉 |
| 49 | RRC | Range Resources CORP | -2.8% | EXIT | 清倉 |
| 50 | NEM | Newmont CORP | -3.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，West Family Investments, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$3.5億，共申報了 293 個公開持股部位。
在 Q3 2024 季度，West Family Investments, Inc. 按市值排列的前三大核心持股分別為：IAU (9.1%)、LGO (4.0%)、TLT (3.9%)。其中最大持股部位 IAU 佔據整體投資組合約 9.1% 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
ABT
市值: US$54.4萬
本季最大獲利了結 / 清倉標的
NEM
前期市值: US$1027.4萬
在 Q3 2024 季度中，West Family Investments, Inc. 共進行了 45 項持倉異動，包含新建倉 7 個部位、加碼 19 個部位、減碼 9 個部位以及清倉 10 個部位。 其中最大新建倉標的為 ABT。 本季清倉部位包含 NEM。
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。