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: 0000108634
申報總市值
US$1.3億
US$1.3億
89 檔
18.6%
Wulff, Hansen & Co. 在 Q1 2024 季度的美股部位總計估值為 US$1.3億，分散於 89 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2024 的資金脈絡，Wulff, Hansen & Co. 在獲利結算 1 檔個股的同時，將資本重新部署至 6 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Wulff, Hansen & Co. 的前 5 大核心持股（包含 BX, VGT, MSFT 等）合計佔整體申報市值的 18.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | BX | Blackstone Inc | 股票-金融 | 7.86% | +4.97% | NEW | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.94% | +6.35% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.31% | -0.68% | -6.45% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.64% | -0.77% | -1.06% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.55% | +5.46% | NEW | |
| 6 | ✓ | Amazon Com Inc | 股票-其他 | 3.40% | — | +3.20% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.81% | -0.63% | -0.67% | |
| 8 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.76% | -0.48% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.45% | -0.11% | +17.94% | |
| 10 | CSX | Csx CORP | 股票-工業 | 2.44% | -0.40% | — | |
| 11 | RTX | Rtx CORP | 股票-工業 | 2.13% | -1.08% | +1.44% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 2.01% | -0.27% | -3.02% | |
| 13 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.92% | -0.36% | -1.67% | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 1.90% | -0.52% | -0.22% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.82% | -0.53% | -5.57% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.77% | -0.58% | -2.19% | |
| 17 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.76% | -0.25% | -1.22% | |
| 18 | INTC | Intel CORP | 股票-科技 | 1.70% | +0.42% | +11.44% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.69% | -0.26% | — | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.67% | -0.25% | +58.22% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | -0.22% | +14.65% | |
| 22 | BN | Brookfield CORP | 股票-金融 | 1.56% | -0.12% | -4.19% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.53% | -0.39% | -0.95% | |
| 24 | GE | General Electric | 股票-工業 | 1.51% | +0.01% | — | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.51% | -0.34% | +0.24% | |
| 26 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.39% | -0.41% | -1.22% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.38% | -0.10% | +7.44% | |
| 28 | BA | Boeing Co/the | 股票-工業 | 1.24% | -0.21% | -45.99% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.60% | — | |
| 30 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.16% | -0.30% | — | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.09% | -0.53% | +125.00% | |
| 32 | GIS | General Mills Inc | 股票-非循環性消費 | 1.06% | -0.16% | — | |
| 33 | CWT | California Water Service Grp | 股票-公用事業 | 1.05% | -0.18% | — | |
| 34 | FLMI | Franklin Dynamic Municipal B | ETF-其他 | 1.01% | -0.25% | — | |
| 35 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.00% | -0.15% | — | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.54% | — | |
| 37 | PM | Philip Morris International | 股票-非循環性消費 | 0.94% | -0.35% | -5.04% | |
| 38 | WM | Waste Management Inc | 股票-工業 | 0.90% | -0.25% | — | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.84% | -0.45% | +200.00% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.82% | -0.51% | — | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.81% | -0.01% | — | |
| 42 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.76% | -0.23% | — | |
| 43 | HVT | Haverty Furniture | 股票-其他 | 0.75% | -0.06% | — | |
| 44 | DUK | Duke Energy CORP | 股票-公用事業 | 0.74% | -0.29% | — | |
| 45 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.72% | -0.08% | -4.22% | |
| 46 | WLDN | Willdan Group Inc | 股票-其他 | 0.67% | -0.27% | +19.32% | |
| 47 | MSI | Motorola Solutions Inc | 股票-科技 | 0.64% | -0.19% | — | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.62% | -0.09% | — | |
| 49 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.60% | — | -8.12% | |
| 50 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.59% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +1.5% | NEW | 新建倉 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | +65.25% | 加碼 |
| 3 | FLMI | Franklin Dynamic Municipal B | +1% | NEW | 新建倉 |
| 4 | CP | Canadian Pacific Kansas City | +1% | NEW | 新建倉 |
| 5 | COST | Costco Wholesale CORP | +0.6% | +125.00% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +17.94% | 加碼 |
| 7 | MA | Mastercard Inc - A | +0.4% | NEW | 新建倉 |
| 8 | ABNB 0 03-15-26債券 | Airbnb Inc | +0.3% | NEW | 新建倉 |
| 9 | ✓ | Amazon Com Inc | +0.3% | +3.20% | 加碼 |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +58.22% | 加碼 |
| 11 | MCO | Moody's CORP | +0.3% | NEW | 新建倉 |
| 12 | MRK | Merck & Co. Inc. | +0.2% | — | 不變 |
| 13 | WLDN | Willdan Group Inc | +0.2% | +19.32% | 加碼 |
| 14 | NVDA | Nvidia CORP | +0.2% | — | 不變 |
| 15 | V | Visa Inc-class A Shares | +0.2% | +14.65% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -0.67% | 減碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | — | 不變 |
| 18 | RTX | Rtx CORP | +0.1% | +1.44% | 加碼 |
| 19 | ETN | Eaton Corporation plc | +0.1% | -0.97% | 減碼 |
| 20 | WM | Waste Management Inc | +0.1% | — | 不變 |
| 21 | DIS | Walt Disney Co/the | +0.1% | -1.72% | 減碼 |
| 22 | XOM | Exxon Mobil CORP | 0% | — | 不變 |
| 23 | SCHD | Schwab US Dvd Equity ETF | 0% | +7.44% | 加碼 |
| 24 | WMT | Walmart Inc | 0% | +200.00% | 加碼 |
| 25 | ABBV | Abbvie Inc | 0% | -1.43% | 減碼 |
| 26 | MSI | Motorola Solutions Inc | 0% | — | 不變 |
| 27 | GPC | Genuine Parts Co | 0% | -1.22% | 減碼 |
| 28 | HD | Home Depot Inc | 0% | — | 不變 |
| 29 | FCX | Freeport-mcmoran Inc | 0% | — | 不變 |
| 30 | BAC | Bank Of America CORP | 0% | -3.02% | 減碼 |
| 31 | GIS | General Mills Inc | 0% | — | 不變 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -1.06% | 減碼 |
| 33 | CVX | Chevron CORP | -0.1% | — | 不變 |
| 34 | CSX | Csx CORP | -0.1% | — | 不變 |
| 35 | VGT | Vanguard Info Tech ETF | -0.1% | +0.43% | 加碼 |
| 36 | PLTR | Palantir Technologies Inc-a | -0.1% | -46.46% | 減碼 |
| 37 | MP | Mp Materials CORP | -0.1% | -1.64% | 減碼 |
| 38 | NKE | Nike Inc -cl B | -0.2% | — | 不變 |
| 39 | BX | Blackstone Inc | -0.2% | -0.08% | 減碼 |
| 40 | PM | Philip Morris International | -0.2% | -5.04% | 減碼 |
| 41 | SPGI | S&p Global Inc | -0.2% | EXIT | 清倉 |
| 42 | CWT | California Water Service Grp | -0.3% | — | 不變 |
| 43 | MSFT | Microsoft CORP | -0.3% | -6.45% | 減碼 |
| 44 | PFF | Ishares Preferred & Income S | -0.3% | -44.67% | 減碼 |
| 45 | AWK | American Water Works Co Inc | -0.3% | -1.22% | 減碼 |
| 46 | MDLZ | Mondelez International Inc-a | -0.3% | -1.67% | 減碼 |
| 47 | TSLA | Tesla Inc | -0.4% | -43.06% | 減碼 |
| 48 | META | Meta Platforms Inc-class A | -0.5% | -74.72% | 減碼 |
| 49 | AAPL | Apple Inc | -0.6% | -5.57% | 減碼 |
| 50 | BA | Boeing Co/the | -2.2% | -45.99% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wulff, Hansen & Co. 在 Q1 2024 季度的美股持倉總市值約為 US$1.3億，共申報了 89 個公開持股部位。
在 Q1 2024 季度，Wulff, Hansen & Co. 按市值排列的前三大核心持股分別為：BX (7.9%)、VGT (4.9%)、MSFT (4.3%)。其中最大持股部位 BX 佔據整體投資組合約 7.9% 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
GE
市值: US$150.7萬
本季最大獲利了結 / 清倉標的
SPGI
前期市值: US$22.0萬
在 Q1 2024 季度中，Wulff, Hansen & Co. 共進行了 37 項持倉異動，包含新建倉 6 個部位、加碼 11 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 GE。 本季清倉部位包含 SPGI。
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。