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: 0000108572
申報總市值
US$3.7億
US$3.7億
133 檔
20.3%
根據最新整理的 13F 季度數據集，Wright Investors Service Inc 於 Q4 2024 結束時的管理資產規模為 US$3.7億。該機構在本季度申報了 133 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Wright Investors Service Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 39 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。
整體而言，Wright Investors Service Inc 的前 5 大持股（包含 AAPL, MSFT, NVDA）貢獻了組合市值的 20.3%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | 6.55% | -0.07% | -7.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.26% | -0.26% | -24.02% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.67% | -0.04% | +8.63% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.85% | -0.05% | -11.08% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.77% | -0.12% | -19.10% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.40% | -0.10% | -11.33% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.12% | -16.43% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 2.28% | -0.03% | -28.64% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 2.26% | -0.07% | -12.34% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.18% | +0.08% | -14.91% | |
| 11 | CAT | Caterpillar Inc | 股票-工業 | 2.07% | +0.12% | +24.46% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.00% | +0.11% | -14.25% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.99% | -0.01% | -28.95% | |
| 14 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.80% | -0.41% | -29.41% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.73% | +0.17% | -0.39% | |
| 16 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.65% | -0.97% | -25.19% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.63% | -0.03% | +6.61% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.58% | -0.61% | -9.59% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.52% | -0.05% | -13.03% | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 1.50% | +1.49% | -12.81% | |
| 21 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.45% | -0.55% | -24.86% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.23% | +0.01% | +0.66% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.18% | +0.35% | -40.55% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.12% | -0.39% | -25.98% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.12% | -0.54% | -11.69% | |
| 26 | CI | THE Cigna Group | 股票-醫療保健 | 1.06% | +0.28% | -2.38% | |
| 27 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.94% | -0.44% | +9.83% | |
| 28 | SYF | Synchrony Financial | 股票-金融 | 0.91% | -0.03% | -15.16% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.88% | +0.33% | -41.32% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.86% | -0.23% | -19.28% | |
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 0.86% | -0.16% | -8.23% | |
| 32 | DAL | Delta Air Lines Inc | 股票-工業 | 0.86% | +0.18% | +18.43% | |
| 33 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.85% | — | -24.22% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.82% | -0.13% | -20.23% | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.78% | +0.08% | -8.13% | |
| 36 | KR | Kroger Co | 股票-非循環性消費 | 0.78% | -0.21% | +0.68% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.76% | -0.05% | -10.17% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.72% | -0.04% | -52.19% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.70% | +0.04% | +0.69% | |
| 40 | VICI | Vici Properties Inc | 股票-房地產 | 0.69% | -0.07% | +0.67% | |
| 41 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.68% | -0.21% | -8.13% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | -0.15% | -49.12% | |
| 43 | PH | Parker Hannifin CORP | 股票-工業 | 0.66% | — | +236.68% | |
| 44 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.62% | — | — | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | +0.10% | -33.29% | |
| 46 | SYY | Sysco CORP | 股票-非循環性消費 | 0.61% | — | -25.37% | |
| 47 | CSX | Csx CORP | 股票-工業 | 0.61% | -0.22% | EXIT | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.61% | +0.09% | -15.51% | |
| 49 | JBL | Jabil Inc | 股票-科技 | 0.60% | -0.06% | — | |
| 50 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 0.59% | -0.02% | +0.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +8.63% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.1% | -11.33% | 減碼 |
| 3 | HWM | Howmet Aerospace Inc | +0.6% | NEW | 新建倉 |
| 4 | JBL | Jabil Inc | +0.6% | NEW | 新建倉 |
| 5 | PH | Parker Hannifin CORP | +0.5% | +236.68% | 加碼 |
| 6 | COR | Cencora Inc | +0.4% | +252.98% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.1% | -19.10% | 減碼 |
| 8 | PGR | Progressive CORP | +0.1% | -12.34% | 減碼 |
| 9 | XOM | Exxon Mobil CORP | 0% | -9.59% | 減碼 |
| 10 | GILD | Gilead Sciences Inc | 0% | -24.86% | 減碼 |
| 11 | BMY | Bristol-myers Squibb Co | 0% | -25.19% | 減碼 |
| 12 | CI | THE Cigna Group | 0% | -2.38% | 減碼 |
| 13 | CVS | Cvs Health CORP | -0.2% | -13.30% | 減碼 |
| 14 | NEE | Nextera Energy Inc | -0.2% | -19.28% | 減碼 |
| 15 | C | Citigroup Inc | -0.2% | -47.68% | 減碼 |
| 16 | CVX | Chevron CORP | -0.2% | -47.54% | 減碼 |
| 17 | CSCO | Cisco Systems Inc | -0.2% | -41.32% | 減碼 |
| 18 | BEN | Franklin Resources Inc | -0.2% | -67.47% | 減碼 |
| 19 | AMAT | Applied Materials Inc | -0.2% | -12.81% | 減碼 |
| 20 | LMT | Lockheed Martin CORP | -0.2% | -67.98% | 減碼 |
| 21 | UPS | United Parcel Service-cl B | -0.2% | -43.03% | 減碼 |
| 22 | CMCSA | Comcast Corp-class A | -0.2% | -25.98% | 減碼 |
| 23 | LLY | Eli Lilly & Co | -0.2% | -33.29% | 減碼 |
| 24 | TFC | Truist Financial CORP | -0.2% | -67.72% | 減碼 |
| 25 | DUK | Duke Energy CORP | -0.3% | -67.69% | 減碼 |
| 26 | MRK | Merck & Co. Inc. | -0.3% | -45.31% | 減碼 |
| 27 | EMR | Emerson Electric Co | -0.3% | -61.83% | 減碼 |
| 28 | BP | Bp Plc-spons Adr | -0.3% | -67.50% | 減碼 |
| 29 | ODFL | Old Dominion Freight Line | -0.3% | EXIT | 清倉 |
| 30 | T | At&t Inc | -0.3% | -52.55% | 減碼 |
| 31 | OKE | Oneok Inc | -0.3% | -67.64% | 減碼 |
| 32 | PNC | Pnc Financial Services Group | -0.3% | -67.76% | 減碼 |
| 33 | OHI | Omega Healthcare Investors | -0.3% | -48.42% | 減碼 |
| 34 | FCNCA | First Citizens Bcshs -cl A | -0.3% | EXIT | 清倉 |
| 35 | ACGL | Arch Capital Group Ltd. | -0.3% | -51.56% | 減碼 |
| 36 | MCK | Mckesson CORP | -0.3% | -80.99% | 減碼 |
| 37 | MMM | 3m Co | -0.3% | EXIT | 清倉 |
| 38 | MRO* | Marathon Oil CORP | -0.3% | EXIT | 清倉 |
| 39 | PHM | Pultegroup Inc | -0.3% | -24.22% | 減碼 |
| 40 | IBM | Intl Business Machines CORP | -0.4% | -49.12% | 減碼 |
| 41 | LEN | Lennar Corp-a | -0.4% | -68.67% | 減碼 |
| 42 | HD | Home Depot Inc | -0.4% | -28.64% | 減碼 |
| 43 | LRCXEUR | Lam Research CORP | -0.4% | EXIT | 清倉 |
| 44 | MSFT | Microsoft CORP | -0.4% | -24.02% | 減碼 |
| 45 | PM | Philip Morris International | -0.5% | -52.19% | 減碼 |
| 46 | ABBV | Abbvie Inc | -0.5% | -28.95% | 減碼 |
| 47 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清倉 |
| 48 | KO | Coca-cola Co/the | -0.6% | -29.41% | 減碼 |
| 49 | ADBE | Adobe Inc | -0.6% | -68.59% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.7% | -40.55% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wright Investors Service Inc 在 Q4 2024 季度的美股持倉總市值約為 US$3.7億，共申報了 133 個公開持股部位。
在 Q4 2024 季度，Wright Investors Service Inc 按市值排列的前三大核心持股分別為：AAPL (6.5%)、MSFT (5.3%)、NVDA (4.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.5% 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
HWM
市值: US$190.7萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$199.6萬
在 Q4 2024 季度中，Wright Investors Service Inc 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 3 個部位、減碼 39 個部位以及清倉 6 個部位。 其中最大新建倉標的為 HWM。 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。