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: 0001263548
申報總市值
US$53.5億
US$53.5億
1349 檔
18.9%
在 Q4 2024 的 13F 官方備案中，Whittier Trust Co Of Nevada Inc 管理的美股投資組合規模來到 US$53.5億，整體持股檔數為 1349 檔。
Q4 2024 數據顯示 Whittier Trust Co Of Nevada Inc 積極進場，新開立 12 個部位並同步加碼 138 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，Whittier Trust Co Of Nevada Inc 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 18.9%，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 1349 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 | 6.87% | +0.37% | +2.49% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.41% | -0.42% | +2.63% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.99% | +0.06% | +4.44% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.45% | +0.02% | +0.92% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.13% | +0.17% | +3.05% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.01% | +0.45% | +5.02% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.29% | +0.14% | +2.53% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | +0.08% | +3.90% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.72% | +0.06% | +3.13% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.69% | -0.24% | +4.91% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.52% | +0.04% | +1.12% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.28% | +0.09% | +0.16% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.25% | -0.01% | +0.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | -0.04% | +2.59% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.11% | -0.04% | +6.76% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.11% | — | +0.51% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.93% | -0.02% | -0.20% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.87% | -0.19% | +33.29% | |
| 19 | ETN | Eaton Corporation plc | 股票-工業 | 0.86% | — | +2.88% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.83% | +0.02% | +1.70% | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 0.83% | -0.02% | +5.95% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | -0.01% | +5.38% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | +0.11% | +2.36% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | +0.05% | +2.47% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.75% | -0.12% | +4.49% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.73% | -0.12% | +0.02% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | -0.21% | +1.51% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.19% | +19.43% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.70% | +0.10% | +3.43% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.67% | -0.02% | — | |
| 31 | HON | Honeywell International Inc | 股票-工業 | 0.66% | -0.60% | EXIT | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.64% | +0.07% | +2.81% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.63% | -0.02% | +4.16% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.62% | +0.07% | +24.98% | |
| 35 | TRGP | Targa Resources CORP | 股票-能源 | 0.61% | -0.35% | — | |
| 36 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.61% | — | +6.33% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | -0.03% | +12.20% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.59% | +0.02% | +0.02% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | — | -0.03% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.56% | +0.15% | +1.64% | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.55% | -0.06% | +3.67% | |
| 42 | BX | Blackstone Inc | 股票-金融 | 0.54% | — | +5.21% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.54% | -0.07% | +5.49% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | -0.06% | +3.15% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.52% | -0.47% | +4.60% | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.01% | -27.11% | |
| 47 | LIN | Linde plc | 股票-原物料 | 0.49% | — | +5.99% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.48% | +0.03% | -0.58% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | -0.02% | +3.75% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.46% | -0.07% | +0.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TRGP | Targa Resources CORP | +0.6% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +0.4% | +4.44% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.4% | +4.91% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +3.05% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +5.02% | 加碼 |
| 6 | AAPL | Apple Inc | +0.3% | +2.49% | 加碼 |
| 7 | V | Visa Inc-class A Shares | +0.2% | +3.13% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +3.90% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.2% | +125.70% | 加碼 |
| 10 | CEG | Constellation Energy | +0.2% | +3391.79% | 加碼 |
| 11 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 12 | CVX | Chevron CORP | +0.2% | +33.29% | 加碼 |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +24.98% | 加碼 |
| 14 | ET | Energy Transfer LP | +0.2% | NEW | 新建倉 |
| 15 | ISRG | Intuitive Surgical Inc | +0.1% | +45.84% | 加碼 |
| 16 | NOW | Servicenow Inc | +0.1% | +5.95% | 加碼 |
| 17 | CRM | Salesforce Inc | +0.1% | +15.28% | 加碼 |
| 18 | ARISUSD | Aris Water Solutions Inc-a | +0.1% | +7161.63% | 加碼 |
| 19 | NEE | Nextera Energy Inc | +0.1% | +158.14% | 加碼 |
| 20 | DDOG | Datadog Inc - Class A | +0.1% | +113.36% | 加碼 |
| 21 | SUN | Sunoco LP | +0.1% | NEW | 新建倉 |
| 22 | VERX | Vertex Inc - Class A | +0.1% | +57.40% | 加碼 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.36% | 加碼 |
| 24 | TLN | Talen Energy CORP | +0.1% | NEW | 新建倉 |
| 25 | PGR | Progressive CORP | +0.1% | +2169.73% | 加碼 |
| 26 | ENB | Enbridge Inc | +0.1% | +875.63% | 加碼 |
| 27 | GVI | Ishares Intermediate Governm | +0.1% | +839.01% | 加碼 |
| 28 | P | Everpure Inc-a | +0.1% | +119.59% | 加碼 |
| 29 | BX | Blackstone Inc | +0.1% | +5.21% | 加碼 |
| 30 | DIS | Walt Disney Co/the | +0.1% | +3.75% | 加碼 |
| 31 | AXON | Axon Enterprise Inc | +0.1% | +23.22% | 加碼 |
| 32 | HON | Honeywell International Inc | +0.1% | +3.40% | 加碼 |
| 33 | KMI | Kinder Morgan, Inc. | +0.1% | +199.48% | 加碼 |
| 34 | META | Meta Platforms Inc-class A | 0% | +6.76% | 加碼 |
| 35 | EWBC | East West Bancorp Inc | 0% | +4.25% | 加碼 |
| 36 | DSGX | Descartes Systems Grp/the | 0% | +962.95% | 加碼 |
| 37 | MINT | Pimco Enhanced Short Maturit | 0% | +258.28% | 加碼 |
| 38 | ANET | Arista Networks Inc | 0% | NEW | 新建倉 |
| 39 | LRCX | Lam Research CORP | 0% | NEW | 新建倉 |
| 40 | CMG | Chipotle Mexican Grill Inc | 0% | +6.33% | 加碼 |
| 41 | CPRT | Copart Inc | 0% | +5.24% | 加碼 |
| 42 | EQT | Eqt CORP | 0% | +5.10% | 加碼 |
| 43 | LULU | Lululemon Athletica Inc | 0% | +5.76% | 加碼 |
| 44 | SHW | Sherwin-williams Co/the | 0% | +42.71% | 加碼 |
| 45 | LPLA | Lpl Financial Holdings Inc | 0% | +5.13% | 加碼 |
| 46 | LNG | Cheniere Energy Inc | 0% | +8.24% | 加碼 |
| 47 | WES | Western Midstream Partners L | 0% | NEW | 新建倉 |
| 48 | TJX | Tjx Companies Inc | 0% | +4.49% | 加碼 |
| 49 | PG | Procter & Gamble Co/the | 0% | +12.20% | 加碼 |
| 50 | WMT | Walmart Inc | 0% | +1.71% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Whittier Trust Co Of Nevada Inc 在 Q4 2024 季度的美股持倉總市值約為 US$53.5億，共申報了 1349 個公開持股部位。
在 Q4 2024 季度，Whittier Trust Co Of Nevada Inc 按市值排列的前三大核心持股分別為：AAPL (6.9%)、MSFT (6.4%)、NVDA (5.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.9% 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
TRGP
市值: US$2503.5萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$679.6萬
在 Q4 2024 季度中，Whittier Trust Co Of Nevada Inc 共進行了 197 項持倉異動，包含新建倉 12 個部位、加碼 138 個部位、減碼 43 個部位以及清倉 4 個部位。 其中最大新建倉標的為 TRGP。 本季清倉部位包含 BLKCHF。
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。