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: 0001846177
申報總市值
US$2.3億
US$2.3億
160 檔
17.7%
截至 Q3 2024 季度末，Woodward Diversified Capital, LLC 的美股持倉估值約為 US$2.3億，全數申報部位共有 160 檔。
在 Q3 2024，Woodward Diversified Capital, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 30 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, XOM, NVDA）占據了總市值的 17.7%，展現出該機構在 Q3 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 | 8.22% | +0.62% | -1.96% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 5.11% | -4.04% | EXIT | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.01% | -0.08% | -20.12% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 4.18% | -0.47% | -17.23% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 2.90% | -0.04% | -5.05% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -0.24% | -59.82% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.18% | -0.10% | -3.38% | |
| 8 | GNLX | Genelux CORP | 股票-其他 | 2.02% | +0.31% | +7.43% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.65% | +0.07% | -2.94% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | -0.02% | -0.83% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.38% | -0.32% | -1.65% | |
| 12 | AMGN | Amgen Inc | 股票-醫療保健 | 1.26% | -0.02% | -0.56% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.26% | -0.03% | -0.65% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.18% | -0.02% | -2.01% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.12% | +0.14% | -2.30% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.12% | -0.10% | +881.77% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.10% | +0.01% | -1.32% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.10% | +0.05% | -5.79% | |
| 19 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.07% | -0.12% | -18.96% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.06% | +0.08% | -1.02% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | +0.06% | -31.58% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.99% | +0.47% | -7.05% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.97% | -0.19% | -2.83% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.90% | — | +0.92% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.87% | +0.39% | -13.94% | |
| 26 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.84% | -0.07% | — | |
| 27 | TCBK | Trico Bancshares | 股票-其他 | 0.81% | — | -4.43% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.81% | -0.10% | -1.25% | |
| 29 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.81% | -0.05% | -4.98% | |
| 30 | T | At&t Inc | 股票-通訊服務 | 0.79% | -0.17% | -24.22% | |
| 31 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.79% | -0.05% | -14.20% | |
| 32 | VFH | Vanguard Financials ETF | ETF-其他 | 0.77% | — | -5.80% | |
| 33 | TSLA | Tesla Inc | 股票-循環性消費 | 0.75% | +0.03% | -2.11% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.13% | -1.51% | |
| 35 | VOX | Vanguard Communication Servi | ETF-其他 | 0.75% | +0.40% | NEW | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.75% | +0.03% | -1.00% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.74% | +0.04% | -11.74% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.71% | -0.03% | -5.09% | |
| 39 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.70% | -0.01% | -2.18% | |
| 40 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.70% | -0.08% | -6.94% | |
| 41 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.68% | -0.08% | -4.42% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +2.72% | |
| 43 | PH | Parker Hannifin CORP | 股票-工業 | 0.66% | -0.03% | -2.59% | |
| 44 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.65% | +0.29% | +1.48% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.65% | -0.07% | -7.95% | |
| 46 | VAW | Vanguard Materials ETF | ETF-其他 | 0.64% | -0.09% | -5.34% | |
| 47 | STWD | Starwood Property Trust Inc | 股票-房地產 | 0.62% | -0.04% | -1.04% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.62% | -0.08% | -0.55% | |
| 49 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-其他 | 0.62% | — | — | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.61% | +0.06% | -3.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.2% | -1.96% | 減碼 |
| 2 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | +0.6% | NEW | 新建倉 |
| 3 | GNLX | Genelux CORP | +0.6% | +7.43% | 加碼 |
| 4 | UNH | Unitedhealth Group Inc | +0.3% | +125.45% | 加碼 |
| 5 | BDX | Becton Dickinson And Co | +0.3% | NEW | 新建倉 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -1.65% | 減碼 |
| 7 | HD | Home Depot Inc | +0.2% | -2.01% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -2.94% | 減碼 |
| 9 | CAT | Caterpillar Inc | +0.2% | -1.02% | 減碼 |
| 10 | TSLA | Tesla Inc | +0.2% | -2.11% | 減碼 |
| 11 | SHOP | Shopify Inc - Class A | +0.2% | — | 不變 |
| 12 | ABBV | Abbvie Inc | +0.2% | -2.30% | 減碼 |
| 13 | BABA | Alibaba Group Holding-sp Adr | +0.2% | -4.12% | 減碼 |
| 14 | WMT | Walmart Inc | +0.2% | -2.83% | 減碼 |
| 15 | 6D8 | Dupont De Nemours Inc | +0.2% | NEW | 新建倉 |
| 16 | PH | Parker Hannifin CORP | +0.2% | -2.59% | 減碼 |
| 17 | BIV | Vanguard Intermediate-term B | +0.2% | NEW | 新建倉 |
| 18 | GILD | Gilead Sciences Inc | +0.1% | NEW | 新建倉 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.72% | 加碼 |
| 20 | GIS | General Mills Inc | +0.1% | NEW | 新建倉 |
| 21 | REMX | Vaneck Rar Earth Nd Stg-usdi | +0.1% | NEW | 新建倉 |
| 22 | RTX | Rtx CORP | +0.1% | +9.81% | 加碼 |
| 23 | MCD | Mcdonald's CORP | +0.1% | +2.74% | 加碼 |
| 24 | LMT | Lockheed Martin CORP | +0.1% | +1.54% | 加碼 |
| 25 | AMZN | Amazon.com Inc | 0% | -3.38% | 減碼 |
| 26 | VZ | Verizon Communications Inc | -0.1% | -18.96% | 減碼 |
| 27 | T | At&t Inc | -0.1% | -24.22% | 減碼 |
| 28 | IBM | Intl Business Machines CORP | -0.1% | -31.58% | 減碼 |
| 29 | QCOM | Qualcomm Inc | -0.1% | -2.53% | 減碼 |
| 30 | DOW | Dow Inc | -0.1% | -23.69% | 減碼 |
| 31 | WFC | Wells Fargo & Co | -0.1% | -5.05% | 減碼 |
| 32 | AMD | Advanced Micro Devices | -0.1% | -32.04% | 減碼 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.79% | 減碼 |
| 34 | DDOG | Datadog Inc - Class A | -0.1% | -17.26% | 減碼 |
| 35 | BSX | Boston Scientific CORP | -0.1% | EXIT | 清倉 |
| 36 | GE | General Electric | -0.1% | EXIT | 清倉 |
| 37 | MCK | Mckesson CORP | -0.1% | EXIT | 清倉 |
| 38 | AMAT | Applied Materials Inc | -0.2% | -34.26% | 減碼 |
| 39 | INTC | Intel CORP | -0.2% | EXIT | 清倉 |
| 40 | NUE | Nucor CORP | -0.2% | EXIT | 清倉 |
| 41 | LRCXEUR | Lam Research CORP | -0.2% | -31.88% | 減碼 |
| 42 | PFE | Pfizer Inc | -0.2% | -42.63% | 減碼 |
| 43 | MNSO | Miniso Group Holding Ltd-adr | -0.3% | EXIT | 清倉 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | -13.94% | 減碼 |
| 45 | VDE | Vanguard Energy ETF | -0.4% | -74.05% | 減碼 |
| 46 | CVX | Chevron CORP | -0.8% | -17.23% | 減碼 |
| 47 | NVDA | Nvidia CORP | -0.9% | -20.12% | 減碼 |
| 48 | EMR | Emerson Electric Co | -1.2% | -86.42% | 減碼 |
| 49 | LLY | Eli Lilly & Co | -2.1% | -90.14% | 減碼 |
| 50 | MSFT | Microsoft CORP | -3.5% | -59.82% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Woodward Diversified Capital, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.3億，共申報了 160 個公開持股部位。
在 Q3 2024 季度，Woodward Diversified Capital, LLC 按市值排列的前三大核心持股分別為：AAPL (8.2%)、XOM (5.1%)、NVDA (5.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.2% 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
TNA
市值: US$97.4萬
本季最大獲利了結 / 清倉標的
MNSO
前期市值: US$47.9萬
在 Q3 2024 季度中，Woodward Diversified Capital, LLC 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 6 個部位、減碼 30 個部位以及清倉 6 個部位。 其中最大新建倉標的為 TNA。 本季清倉部位包含 MNSO。
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。