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: 0000825217
申報總市值
US$4.7億
US$4.7億
158 檔
21.2%
截至 Q4 2024 季度末，Whitener Capital Management, Inc. 的美股持倉估值約為 US$4.7億，全數申報部位共有 158 檔。
Whitener Capital Management, Inc. 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 7 個全新部位及加碼 15 檔持股的同時，亦同步清倉 7 檔並減碼 19 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, JPM, GOOGL）占據了總市值的 21.2%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 7.56% | +0.27% | -2.07% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.36% | +0.18% | -0.72% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.18% | +0.89% | -1.69% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.98% | — | -0.56% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 4.94% | -0.84% | -3.49% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.84% | +0.21% | -2.55% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 4.42% | +0.50% | -9.19% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.94% | +0.15% | +0.38% | |
| 9 | HON | Honeywell International Inc | 股票-工業 | 2.78% | -2.32% | EXIT | |
| 10 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.34% | -0.41% | +5.11% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.98% | +0.14% | -2.07% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.91% | +0.16% | +0.81% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.89% | -0.32% | +5.83% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.64% | -0.06% | -3.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.50% | +0.02% | -2.10% | |
| 16 | TFC | Truist Financial CORP | 股票-金融 | 1.50% | -0.04% | -11.84% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.45% | +0.04% | +177.40% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事業 | 1.33% | -0.11% | +0.98% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | -1.80% | EXIT | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.20% | +0.04% | -0.49% | |
| 21 | ROK | Rockwell Automation Inc | 股票-工業 | 1.19% | +0.29% | -0.11% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 1.15% | +0.69% | -1.64% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.13% | +0.02% | +0.50% | |
| 24 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.94% | -0.10% | +2.83% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.88% | -0.31% | +13.19% | |
| 26 | DE | Deere & Co | 股票-工業 | 0.86% | +0.05% | +1.39% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.83% | +0.17% | +2.26% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.81% | -0.06% | -7.50% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.81% | -0.16% | -2.68% | |
| 30 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.77% | -0.15% | — | |
| 31 | RY | Royal Bank Of Canada | 股票-金融 | 0.77% | +0.14% | -0.20% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | -0.11% | +3.77% | |
| 33 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.73% | -0.09% | -4.00% | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 0.71% | +0.04% | +1.02% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.03% | -2.10% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.65% | +0.01% | +195.40% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | -0.05% | -1.11% | |
| 38 | MMM | 3m Co | 股票-工業 | 0.62% | +0.07% | +1.42% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.60% | — | +2.00% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.58% | +0.45% | +100.21% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.57% | -0.02% | +195.36% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.56% | -0.14% | +42.06% | |
| 43 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.55% | -0.17% | -0.76% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.54% | -0.06% | +8.20% | |
| 45 | MO | Altria Group Inc | 股票-非循環性消費 | 0.51% | +0.02% | +1.75% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.49% | -0.03% | — | |
| 47 | LIN | Linde plc | 股票-原物料 | 0.47% | -0.03% | — | |
| 48 | CMI | Cummins Inc | 股票-工業 | 0.47% | +0.05% | -2.89% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.45% | -0.02% | -1.87% | |
| 50 | NSC | Norfolk Southern CORP | 股票-工業 | 0.45% | -0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | -2.55% | 減碼 |
| 2 | JPM | Jpmorgan Chase & Co | +0.6% | -0.72% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.69% | 減碼 |
| 4 | V | Visa Inc-class A Shares | +0.4% | +0.38% | 加碼 |
| 5 | WMT | Walmart Inc | +0.3% | -3.49% | 減碼 |
| 6 | AAPL | Apple Inc | +0.3% | -2.07% | 減碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | -2.07% | 減碼 |
| 8 | HON | Honeywell International Inc | +0.2% | -0.57% | 減碼 |
| 9 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | NEW | 新建倉 |
| 10 | PFE | Pfizer Inc | +0.1% | +42.06% | 加碼 |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | NEW | 新建倉 |
| 12 | NOBL | Proshares S&p 500 Dividend A | +0.1% | NEW | 新建倉 |
| 13 | EMR | Emerson Electric Co | +0.1% | +1.02% | 加碼 |
| 14 | CVX | Chevron CORP | +0.1% | +13.19% | 加碼 |
| 15 | MSTR | Strategy Inc | +0.1% | NEW | 新建倉 |
| 16 | NFLX | Netflix Inc | +0.1% | -0.34% | 減碼 |
| 17 | GLD | Spdr Gold Shares | +0.1% | NEW | 新建倉 |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +84.31% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.1% | NEW | 新建倉 |
| 20 | DRLL | Strive US Energy ETF | +0.1% | NEW | 新建倉 |
| 21 | ROK | Rockwell Automation Inc | +0.1% | -0.11% | 減碼 |
| 22 | KHC | Kraft Heinz Co/the | -0.1% | EXIT | 清倉 |
| 23 | CARR | Carrier Global CORP | -0.1% | EXIT | 清倉 |
| 24 | INTC | Intel CORP | -0.1% | EXIT | 清倉 |
| 25 | LIN | Linde plc | -0.1% | — | 不變 |
| 26 | FITB | Fifth Third Bancorp | -0.1% | EXIT | 清倉 |
| 27 | VZ | Verizon Communications Inc | -0.1% | -7.61% | 減碼 |
| 28 | LLY | Eli Lilly & Co | -0.1% | -2.36% | 減碼 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | +2.83% | 加碼 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | +3.66% | 加碼 |
| 31 | ABX | Barrick Gold CORP | -0.1% | +0.20% | 加碼 |
| 32 | KO | Coca-cola Co/the | -0.1% | +2.00% | 加碼 |
| 33 | SCHB | Schwab US Broad Market ETF | -0.1% | +177.40% | 加碼 |
| 34 | DUK | Duke Energy CORP | -0.1% | +0.98% | 加碼 |
| 35 | ADBE | Adobe Inc | -0.1% | EXIT | 清倉 |
| 36 | BAX | Baxter International Inc | -0.1% | EXIT | 清倉 |
| 37 | MA | Mastercard Inc - A | -0.1% | -29.85% | 減碼 |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | +2.26% | 加碼 |
| 39 | AMGN | Amgen Inc | -0.1% | — | 不變 |
| 40 | CAT | Caterpillar Inc | -0.1% | -1.64% | 減碼 |
| 41 | PG | Procter & Gamble Co/the | -0.1% | -3.06% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.1% | +5.83% | 加碼 |
| 43 | THQ | Abrdn Healthcare Opport | -0.1% | EXIT | 清倉 |
| 44 | NKE | Nike Inc -cl B | -0.2% | -4.00% | 減碼 |
| 45 | MRK | Merck & Co. Inc. | -0.2% | +0.50% | 加碼 |
| 46 | JNJ | Johnson & Johnson | -0.2% | -7.50% | 減碼 |
| 47 | TGT | Target CORP | -0.2% | -40.72% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.2% | -0.56% | 減碼 |
| 49 | TFC | Truist Financial CORP | -0.2% | -11.84% | 減碼 |
| 50 | ABBV | Abbvie Inc | -0.2% | +0.81% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Whitener Capital Management, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$4.7億，共申報了 158 個公開持股部位。
在 Q4 2024 季度，Whitener Capital Management, Inc. 按市值排列的前三大核心持股分別為：AAPL (7.6%)、JPM (5.4%)、GOOGL (5.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.6% 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
BSCS
市值: US$53.1萬
本季最大獲利了結 / 清倉標的
THQ
前期市值: US$48.2萬
在 Q4 2024 季度中，Whitener Capital Management, Inc. 共進行了 48 項持倉異動，包含新建倉 7 個部位、加碼 15 個部位、減碼 19 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BSCS。 本季清倉部位包含 THQ。
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。