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
284 檔
20.1%
根據最新整理的 13F 季度數據集，West Family Investments, Inc. 於 Q4 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 284 檔美股持倉，呈現出該時期的主要投資地圖。
West Family Investments, Inc. 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 31 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 IAU, AAPL, SCHP）占據了總市值的 20.1%，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 284 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 | 9.23% | -11.94% | EXIT | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.94% | -0.02% | -1.12% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.84% | -5.96% | EXIT | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.60% | -5.84% | EXIT | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.54% | +0.49% | -2.01% | |
| 6 | LGO | Largo Inc | 股票-其他 | 3.34% | -0.72% | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.19% | +0.13% | -3.83% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 2.59% | -2.70% | EXIT | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.20% | +0.11% | +4.76% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.20% | +0.02% | -1.22% | |
| 11 | EXE | Expand Energy CORP | 股票-能源 | 1.73% | -1.75% | — | |
| 12 | EQT | Eqt CORP | 股票-能源 | 1.66% | -2.29% | -0.11% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.45% | +0.31% | +2.75% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.38% | -0.02% | -1.48% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 1.25% | +0.17% | -1.44% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | +0.14% | -1.56% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | +0.29% | -1.54% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 0.89% | -0.24% | -2.21% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | -0.10% | -1.15% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.34% | -1.37% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.82% | -0.94% | EXIT | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | -0.11% | -0.40% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.64% | +0.28% | -12.71% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.63% | -0.14% | -1.25% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | +0.02% | -3.53% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.61% | +0.04% | -2.34% | |
| 27 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.61% | -0.08% | +14.29% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.56% | -0.06% | -5.57% | |
| 29 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.56% | -0.02% | -1.41% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.12% | +11.07% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.54% | -0.07% | -0.77% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.53% | -0.17% | -1.33% | |
| 33 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.53% | +0.07% | -1.08% | |
| 34 | RSG | Republic Services Inc | 股票-工業 | 0.52% | -0.08% | -1.27% | |
| 35 | GDXJ | Vaneck Junior Gold Miners | ETF-避險與商品 | 0.51% | -1.45% | — | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.18% | +5.99% | |
| 37 | WM | Waste Management Inc | 股票-工業 | 0.49% | -0.11% | -2.72% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.49% | +0.03% | -3.49% | |
| 39 | WIT | Wipro Ltd-adr | 股票-其他 | 0.49% | -0.06% | +84.87% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | -0.15% | +1.65% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.16% | -2.36% | |
| 42 | CRSP | CRISPR Therapeutics AG | 股票-醫療保健 | 0.49% | -0.59% | — | |
| 43 | MSI | Motorola Solutions Inc | 股票-科技 | 0.46% | -0.06% | -2.90% | |
| 44 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.45% | -0.08% | -5.40% | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | -0.08% | -1.80% | |
| 46 | SHEL | Shell Plc-adr | 股票-能源 | 0.43% | +0.03% | -1.69% | |
| 47 | RDY | Dr. Reddy's Laboratories-adr | 股票-其他 | 0.42% | -0.08% | +481.75% | |
| 48 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.42% | -0.02% | -13.30% | |
| 49 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.40% | -0.24% | +2.90% | |
| 50 | KR | Kroger Co | 股票-非循環性消費 | 0.40% | -0.09% | -1.53% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.5% | -1.44% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.76% | 加碼 |
| 3 | EQT | Eqt CORP | +0.4% | -0.11% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -1.22% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.4% | -2.01% | 減碼 |
| 6 | EXE | Expand Energy CORP | +0.3% | — | 不變 |
| 7 | AAPL | Apple Inc | +0.3% | -1.12% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | -1.54% | 減碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.75% | 加碼 |
| 10 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 11 | LRCX | Lam Research CORP | +0.2% | NEW | 新建倉 |
| 12 | BA | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 14 | T | At&t Inc | +0.1% | +70.37% | 加碼 |
| 15 | TSN | Tyson Foods Inc-cl A | +0.1% | NEW | 新建倉 |
| 16 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 17 | NOW | Servicenow Inc | +0.1% | +27.00% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.1% | -1.33% | 減碼 |
| 19 | AFRM | Affirm Holdings Inc | +0.1% | NEW | 新建倉 |
| 20 | TYL | Tyler Technologies Inc | +0.1% | NEW | 新建倉 |
| 21 | UPS | United Parcel Service-cl B | +0.1% | NEW | 新建倉 |
| 22 | MU | Micron Technology Inc | +0.1% | NEW | 新建倉 |
| 23 | SCHP | Schwab U.s. Tips ETF | 0% | +116.50% | 加碼 |
| 24 | MBB | Ishares Mbs ETF | -0.1% | +0.45% | 加碼 |
| 25 | UMC | United Microelectron-sp Adr | -0.1% | -3.30% | 減碼 |
| 26 | ALC | Alcon Inc. | -0.1% | EXIT | 清倉 |
| 27 | KMB | Kimberly-clark CORP | -0.1% | EXIT | 清倉 |
| 28 | MRK | Merck & Co. Inc. | -0.1% | -5.57% | 減碼 |
| 29 | PKX | Posco Holdings Inc -spon Adr | -0.1% | EXIT | 清倉 |
| 30 | PLD | Prologis Inc | -0.1% | EXIT | 清倉 |
| 31 | ORANY | Orange-spon Adr | -0.1% | EXIT | 清倉 |
| 32 | TD | Toronto-dominion Bank | -0.1% | EXIT | 清倉 |
| 33 | AMD | Advanced Micro Devices | -0.1% | -14.71% | 減碼 |
| 34 | KDP | Keurig Dr Pepper Inc | -0.1% | EXIT | 清倉 |
| 35 | MSFT | Microsoft CORP | -0.1% | -3.83% | 減碼 |
| 36 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清倉 |
| 37 | ACGL | Arch Capital Group Ltd. | -0.1% | EXIT | 清倉 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | -53.77% | 減碼 |
| 39 | KLAC | Kla CORP | -0.1% | EXIT | 清倉 |
| 40 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 41 | REGN | Regeneron Pharmaceuticals | -0.2% | -4.45% | 減碼 |
| 42 | ELV | Elevance Health Inc | -0.2% | EXIT | 清倉 |
| 43 | PFE | Pfizer Inc | -0.2% | EXIT | 清倉 |
| 44 | LLY | Eli Lilly & Co | -0.2% | -1.56% | 減碼 |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -12.71% | 減碼 |
| 46 | CVS | Cvs Health CORP | -0.2% | -9.12% | 減碼 |
| 47 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清倉 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -2.34% | 減碼 |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | +22.66% | 加碼 |
| 50 | LGO | Largo Inc | -0.7% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，West Family Investments, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$3.5億，共申報了 284 個公開持股部位。
在 Q4 2024 季度，West Family Investments, Inc. 按市值排列的前三大核心持股分別為：IAU (9.2%)、AAPL (3.9%)、SCHP (3.8%)。其中最大持股部位 IAU 佔據整體投資組合約 9.2% 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
ANET
市值: US$61.6萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$54.2萬
在 Q4 2024 季度中，West Family Investments, Inc. 共進行了 48 項持倉異動，包含新建倉 10 個部位、加碼 7 個部位、減碼 17 個部位以及清倉 14 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 ANETEUR。
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。