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: 0001165002
申報總市值
US$132.7億
US$132.7億
483 檔
8.7%
Q4 2024 季度申報顯示，Westwood Holdings Group Inc 揭露的美股組合總市值為 US$132.7億，涵蓋 483 個不同之權益投資部位。
Westwood Holdings Group Inc 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 16 個全新部位及加碼 60 檔持股的同時，亦同步清倉 15 檔並減碼 77 檔標的。
整體而言，Westwood Holdings Group Inc 的前 5 大持股（包含 ET, WMB, MSFT）貢獻了組合市值的 8.7%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 483 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 | ET | Energy Transfer LP | 股票-能源 | 2.46% | +0.03% | +18.18% | |
| 2 | WMB | Williams Cos Inc | 股票-能源 | 1.75% | +0.27% | -3.61% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | — | +0.82% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.11% | -6.14% | |
| 5 | TRGP | Targa Resources CORP | 股票-能源 | 1.42% | +0.15% | +13.86% | |
| 6 | EPD | Enterprise Products Partners | 股票-能源 | 1.41% | +0.13% | +11.07% | |
| 7 | OKE | Oneok Inc | 股票-能源 | 1.38% | -0.01% | +7.65% | |
| 8 | LNG | Cheniere Energy Inc | 股票-能源 | 1.31% | +0.05% | -15.00% | |
| 9 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.22% | -0.26% | -0.39% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.20% | +0.21% | -0.11% | |
| 11 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.19% | -0.04% | +66.81% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.14% | — | NEW | |
| 13 | BCC | Boise Cascade Co | 股票-原物料 | 1.09% | — | +3.92% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.09% | +0.34% | +13.05% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.08% | +0.05% | -7.58% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 1.05% | +0.01% | +2.77% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 0.98% | -0.13% | +17.91% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | +0.03% | -25.05% | |
| 19 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.91% | -0.35% | +360.95% | |
| 20 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.88% | -0.03% | EXIT | |
| 21 | HUBB | Hubbell Inc | 股票-工業 | 0.85% | -0.09% | -3.91% | |
| 22 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.84% | -0.17% | -4.53% | |
| 23 | MPLX | Mplx LP | 股票-能源 | 0.84% | -0.03% | +4.99% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.12% | -1.71% | |
| 25 | VRRM | Verra Mobility CORP | 股票-其他 | 0.83% | -0.43% | +28.70% | |
| 26 | DTM | Dt Midstream Inc | 股票-能源 | 0.83% | +0.10% | +108.82% | |
| 27 | WES | Western Midstream Partners L | 股票-能源 | 0.82% | +0.08% | -43.88% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.80% | -0.08% | +9.17% | |
| 29 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.79% | +0.01% | -2.67% | |
| 30 | GD | General Dynamics CORP | 股票-工業 | 0.77% | -0.04% | -1.18% | |
| 31 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.73% | — | +12.16% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.25% | +1.82% | |
| 33 | CACI | Caci International Inc -cl A | 股票-科技 | 0.72% | -0.21% | +30.02% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.72% | -0.09% | -19.05% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.71% | -0.01% | -19.60% | |
| 36 | AUB | Atlantic Union Bankshares Co | 股票-金融 | 0.71% | -0.24% | -4.63% | |
| 37 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.70% | — | EXIT | |
| 38 | TRP | Tc Energy CORP | 股票-能源 | 0.69% | +0.01% | -10.27% | |
| 39 | CDP | Copt Defense Properties | 股票-其他 | 0.69% | +0.06% | -11.65% | |
| 40 | AIR | Aar CORP | 股票-工業 | 0.68% | +0.08% | +8.71% | |
| 41 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.66% | -0.17% | -6.25% | |
| 42 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.65% | — | -0.66% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.56% | +1.79% | |
| 44 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 0.65% | -0.13% | +1.03% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.64% | — | NEW | |
| 46 | SM | Sm Energy Co | 股票-能源 | 0.63% | — | +2.04% | |
| 47 | LFUS | Littelfuse Inc | 股票-科技 | 0.63% | -0.01% | +2.87% | |
| 48 | BLD | Topbuild CORP | 股票-工業 | 0.62% | — | — | |
| 49 | NOG | Northern Oil And Gas Inc | 股票-能源 | 0.62% | -0.26% | EXIT | |
| 50 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.62% | -0.24% | -2.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ET | Energy Transfer LP | +1.5% | +18.18% | 加碼 |
| 2 | WMB | Williams Cos Inc | +0.9% | -3.61% | 減碼 |
| 3 | KMI | Kinder Morgan, Inc. | +0.9% | +66.81% | 加碼 |
| 4 | TRGP | Targa Resources CORP | +0.9% | +13.86% | 加碼 |
| 5 | TMUS | T-mobile US Inc | +0.8% | +360.95% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.8% | -6.14% | 減碼 |
| 7 | EPD | Enterprise Products Partners | +0.8% | +11.07% | 加碼 |
| 8 | OKE | Oneok Inc | +0.7% | +7.65% | 加碼 |
| 9 | DTM | Dt Midstream Inc | +0.7% | +108.82% | 加碼 |
| 10 | BLD | Topbuild CORP | +0.6% | NEW | 新建倉 |
| 11 | TXNM | Txnm Energy Inc | +0.6% | NEW | 新建倉 |
| 12 | WFC | Wells Fargo & Co | +0.6% | +17.91% | 加碼 |
| 13 | AAPL | Apple Inc | +0.6% | -0.11% | 減碼 |
| 14 | DIS | Walt Disney Co/the | +0.6% | +26323.96% | 加碼 |
| 15 | SO | Southern Co/the | +0.6% | +1747.33% | 加碼 |
| 16 | SSBUSD | Southstate Bank CORP | +0.6% | +2221.77% | 加碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.5% | -7.58% | 減碼 |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.5% | +13.05% | 加碼 |
| 19 | UNH | Unitedhealth Group Inc | +0.5% | +9.64% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.5% | +9.17% | 加碼 |
| 21 | UNP | Union Pacific CORP | +0.4% | +2.77% | 加碼 |
| 22 | MPLX | Mplx LP | +0.4% | +4.99% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.4% | -1.71% | 減碼 |
| 24 | VRRM | Verra Mobility CORP | +0.4% | +28.70% | 加碼 |
| 25 | MRVL | Marvell Technology Inc | +0.4% | +405.60% | 加碼 |
| 26 | BCC | Boise Cascade Co | +0.4% | +3.92% | 加碼 |
| 27 | IPAR | Interparfums Inc | +0.4% | NEW | 新建倉 |
| 28 | HUBB | Hubbell Inc | +0.4% | -3.91% | 減碼 |
| 29 | KNTK | Kinetik Holdings Inc | +0.4% | +78.28% | 加碼 |
| 30 | WEC | Wec Energy Group Inc | +0.4% | -4.53% | 減碼 |
| 31 | CACI | Caci International Inc -cl A | +0.3% | +30.02% | 加碼 |
| 32 | DRI | Darden Restaurants Inc | +0.3% | -0.66% | 減碼 |
| 33 | FRT | Federal Realty Invs Trust | +0.3% | -2.67% | 減碼 |
| 34 | BAC | Bank Of America CORP | +0.3% | -25.05% | 減碼 |
| 35 | HEESEUR | H&e Equipment Services Inc | +0.3% | +2576.21% | 加碼 |
| 36 | DAL | Delta Air Lines Inc | +0.3% | NEW | 新建倉 |
| 37 | AUB | Atlantic Union Bankshares Co | +0.3% | -4.63% | 減碼 |
| 38 | YETI | Yeti Holdings Inc | +0.3% | NEW | 新建倉 |
| 39 | 8LP1 | Vital Energy Inc | +0.3% | +5.65% | 加碼 |
| 40 | BDX | Becton Dickinson And Co | +0.3% | -1.26% | 減碼 |
| 41 | ORLY | O'reilly Automotive Inc | +0.3% | -6.25% | 減碼 |
| 42 | GD | General Dynamics CORP | +0.3% | -1.18% | 減碼 |
| 43 | WMT | Walmart Inc | +0.3% | -19.05% | 減碼 |
| 44 | BL | Blackline Inc | +0.3% | NEW | 新建倉 |
| 45 | 0E41 | Enlink Midstream LLC | +0.3% | +67.37% | 加碼 |
| 46 | CDP | Copt Defense Properties | +0.3% | -11.65% | 減碼 |
| 47 | XOM | Exxon Mobil CORP | +0.3% | +1.79% | 加碼 |
| 48 | IVV | Ishares Core S&p 500 ETF | +0.3% | +225.55% | 加碼 |
| 49 | TRP | Tc Energy CORP | +0.3% | -10.27% | 減碼 |
| 50 | LFUS | Littelfuse Inc | +0.3% | +2.87% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Westwood Holdings Group Inc 在 Q4 2024 季度的美股持倉總市值約為 US$132.7億，共申報了 483 個公開持股部位。
在 Q4 2024 季度，Westwood Holdings Group Inc 按市值排列的前三大核心持股分別為：ET (2.5%)、WMB (1.8%)、MSFT (1.7%)。其中最大持股部位 ET 佔據整體投資組合約 2.5% 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
BLD
市值: US$8084.4萬
本季最大獲利了結 / 清倉標的
MDB 0.25 01-15-26
前期市值: US$2.6億
在 Q4 2024 季度中，Westwood Holdings Group Inc 共進行了 168 項持倉異動，包含新建倉 16 個部位、加碼 60 個部位、減碼 77 個部位以及清倉 15 個部位。 其中最大新建倉標的為 BLD。 本季清倉部位包含 MDB 0.25 01-15-26。
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。