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: 0002051491
申報總市值
US$4.6億
US$4.6億
230 檔
20.3%
在 Q3 2024 的 13F 官方備案中，Westmount Partners, LLC 管理的美股投資組合規模來到 US$4.6億，整體持股檔數為 230 檔。
Q3 2024 數據顯示 Westmount Partners, LLC 積極進場，新開立 11 個部位並同步加碼 19 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Westmount Partners, LLC 的前 5 大核心持股（包含 AAPL, MSFT, CACI 等）合計佔整體申報市值的 20.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 230 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 | 11.54% | +0.92% | +0.05% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.63% | -0.30% | +10.36% | |
| 3 | CACI | Caci International Inc -cl A | 股票-科技 | 4.45% | -0.88% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.19% | +0.46% | +0.19% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.09% | — | -21.73% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.96% | +0.30% | +37.62% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.50% | +0.34% | +977.43% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.47% | +0.27% | -1.32% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.22% | +0.12% | +13.03% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.02% | -0.28% | +0.28% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.99% | +0.10% | +0.48% | |
| 12 | ILMN | Illumina Inc | 股票-醫療保健 | 1.87% | -0.20% | — | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.63% | +0.13% | +4.71% | |
| 14 | ASTH | Astrana Health Inc | 股票-其他 | 1.61% | +0.32% | -1.75% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.33% | -0.33% | +0.08% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.29% | +0.06% | -1.54% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.24% | +0.08% | +92.58% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | -0.03% | -3.81% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.04% | -0.07% | +2.75% | |
| 20 | MASI* | Masimo CORP | 股票-其他 | 1.04% | -1.06% | EXIT | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.00% | -0.03% | -1.53% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | -0.12% | +0.50% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | -0.14% | -8.53% | |
| 24 | KFY | Korn Ferry | 股票-工業 | 0.94% | -0.04% | -4.73% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.93% | +0.08% | +0.01% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.05% | +8.09% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.76% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.14% | -0.16% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.68% | -0.01% | -0.06% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 0.66% | -0.26% | +0.81% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | — | +4.29% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.65% | -0.06% | +0.77% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | +0.14% | +41.22% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | -4.01% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | -0.03% | -1.29% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | +0.11% | +109.60% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | +0.01% | -1.71% | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.56% | -0.07% | -0.08% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.56% | -0.04% | -5.12% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.31% | +3.15% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | -0.04% | -0.82% | |
| 42 | CUSD | Crossingbridge Ultra-short D | ETF-其他 | 0.49% | -0.02% | +0.19% | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.48% | — | -1.61% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | +0.09% | +0.43% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.43% | — | -0.05% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.43% | +0.04% | +0.03% | |
| 47 | RDNT | Radnet Inc | 股票-醫療保健 | 0.42% | -0.01% | — | |
| 48 | AMGN | Amgen Inc | 股票-醫療保健 | 0.42% | -0.03% | +18.10% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.40% | +0.03% | -5.08% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | +0.14% | +3.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +37.62% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +92.58% | 加碼 |
| 3 | ASTH | Astrana Health Inc | +0.4% | -1.75% | 減碼 |
| 4 | CACI | Caci International Inc -cl A | +0.3% | — | 不變 |
| 5 | LLY | Eli Lilly & Co | +0.3% | +109.60% | 加碼 |
| 6 | ILMN | Illumina Inc | +0.2% | — | 不變 |
| 7 | IBM | Intl Business Machines CORP | +0.2% | -1.54% | 減碼 |
| 8 | WMT | Walmart Inc | +0.1% | +0.08% | 加碼 |
| 9 | ORCL | Oracle CORP | +0.1% | +2.75% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +8.09% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +41.22% | 加碼 |
| 12 | PNC | Pnc Financial Services Group | +0.1% | NEW | 新建倉 |
| 13 | AVGO | Broadcom Inc | +0.1% | +977.43% | 加碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.28% | 加碼 |
| 15 | HD | Home Depot Inc | +0.1% | -1.53% | 減碼 |
| 16 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 17 | VTR | Ventas Inc | +0.1% | NEW | 新建倉 |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | 新建倉 |
| 19 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | 新建倉 |
| 20 | NUE | Nucor CORP | +0.1% | NEW | 新建倉 |
| 21 | MMM | 3m Co | +0.1% | NEW | 新建倉 |
| 22 | LPX | Louisiana-pacific CORP | +0.1% | NEW | 新建倉 |
| 23 | GE | General Electric | +0.1% | +20.91% | 加碼 |
| 24 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建倉 |
| 25 | DFIV | Dimensional International Va | +0.1% | NEW | 新建倉 |
| 26 | EAOA | Ishares Esg Aware 80/20 Aggr | +0.1% | NEW | 新建倉 |
| 27 | AMGN | Amgen Inc | +0.1% | +18.10% | 加碼 |
| 28 | FICO | Fair Isaac CORP | +0.1% | — | 不變 |
| 29 | MASI* | Masimo CORP | 0% | — | 不變 |
| 30 | TSLA | Tesla Inc | 0% | -0.15% | 減碼 |
| 31 | PM | Philip Morris International | 0% | -0.05% | 減碼 |
| 32 | RDNT | Radnet Inc | 0% | — | 不變 |
| 33 | VT | Vanguard Tot World Stk ETF | 0% | +4.71% | 加碼 |
| 34 | ISRG | Intuitive Surgical Inc | 0% | -0.08% | 減碼 |
| 35 | JNJ | Johnson & Johnson | — | -0.16% | 減碼 |
| 36 | KFY | Korn Ferry | 0% | -4.73% | 減碼 |
| 37 | PG | Procter & Gamble Co/the | 0% | +0.50% | 加碼 |
| 38 | AMZN | Amazon.com Inc | -0.1% | +13.03% | 加碼 |
| 39 | SILA | Sila Realty Trust Inc | -0.1% | EXIT | 清倉 |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.48% | 加碼 |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.1% | EXIT | 清倉 |
| 42 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | EXIT | 清倉 |
| 43 | MU | Micron Technology Inc | -0.1% | EXIT | 清倉 |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -27.06% | 減碼 |
| 45 | QCOM | Qualcomm Inc | -0.1% | +0.43% | 加碼 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.32% | 減碼 |
| 47 | VOO | Vanguard S&p 500 ETF | -0.2% | +0.19% | 加碼 |
| 48 | AAPL | Apple Inc | -0.2% | +0.05% | 加碼 |
| 49 | MSFT | Microsoft CORP | -0.3% | +10.36% | 加碼 |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -1.2% | -21.73% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Westmount Partners, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$4.6億，共申報了 230 個公開持股部位。
在 Q3 2024 季度，Westmount Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (11.5%)、MSFT (4.6%)、CACI (4.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.5% 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
PNC
市值: US$30.5萬
本季最大獲利了結 / 清倉標的
TDIV
前期市值: US$23.3萬
在 Q3 2024 季度中，Westmount Partners, LLC 共進行了 45 項持倉異動，包含新建倉 11 個部位、加碼 19 個部位、減碼 11 個部位以及清倉 4 個部位。 其中最大新建倉標的為 PNC。 本季清倉部位包含 TDIV。
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。