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
91 檔
211.4%
Wulff, Hansen & Co. 在 Q2 2024 季度的美股部位總計估值為 US$1.3億，分散於 91 個持倉標的之中，反映其市場參與廣度與投資規模。
Wulff, Hansen & Co. 於 Q2 2024 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 49 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Wulff, Hansen & Co. 的前 5 大核心持股（包含 CSX, BX, BIP 等）合計佔整體申報市值的 211.4%，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 | CSX | Csx CORP | 股票-工業 | 5.72% | -0.40% | +3242.96% | |
| 2 | BX | Blackstone Inc | 股票-金融 | 5.18% | +4.97% | NEW | |
| 3 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 5.14% | -0.52% | +2562.86% | |
| 4 | BAC | Bank Of America CORP | 股票-金融 | 4.45% | -0.27% | +3720.59% | |
| 5 | FLMI | Franklin Dynamic Municipal B | ETF-其他 | 3.60% | -0.25% | +2340.07% | |
| 6 | BN | Brookfield CORP | 股票-金融 | 3.24% | -0.12% | +4054.00% | |
| 7 | INTC | Intel CORP | 股票-科技 | 2.67% | +0.42% | +2425.10% | |
| 8 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 2.34% | -0.36% | +6311.01% | |
| 9 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 2.15% | -0.30% | +4760.00% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.13% | +5.46% | NEW | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.07% | -0.25% | +3097.26% | |
| 12 | WLDN | Willdan Group Inc | 股票-其他 | 2.02% | -0.27% | +2785.00% | |
| 13 | HVT | Haverty Furniture | 股票-其他 | 1.98% | -0.06% | +2503.44% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.95% | -0.77% | +16291.98% | |
| 15 | CWT | California Water Service Grp | 股票-公用事業 | 1.90% | -0.18% | +4565.43% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.89% | -1.08% | +9856.29% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.76% | -0.48% | +11860.86% | |
| 18 | ✓ | Amazon Com Inc | 股票-其他 | 1.76% | — | +20517.44% | |
| 19 | RWT | Redwood Trust Inc | 股票-其他 | 1.73% | — | +549.00% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.66% | -0.39% | +7338.25% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.63% | -0.10% | +8405.34% | |
| 22 | FMS | Fresenius Medical Care-adr | 股票-其他 | 1.57% | — | +1809.00% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.55% | -0.06% | — | |
| 24 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.55% | — | +2006.00% | |
| 25 | CPB | THE Campbell's Company | 股票-非循環性消費 | 1.42% | -0.08% | +4419.00% | |
| 26 | GIS | General Mills Inc | 股票-非循環性消費 | 1.31% | -0.16% | +6140.40% | |
| 27 | MP | Mp Materials CORP | 股票-原物料 | 1.27% | -0.10% | +1173.00% | |
| 28 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.25% | -0.09% | +3816.00% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.24% | -0.11% | +5465.70% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 1.22% | -0.45% | +6671.00% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.63% | +19920.75% | |
| 32 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.18% | — | +3255.48% | |
| 33 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.05% | -0.15% | +8261.40% | |
| 34 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.99% | -0.41% | +12816.00% | |
| 35 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.99% | -0.25% | +13732.00% | |
| 36 | T | At&t Inc | 股票-通訊服務 | 0.99% | — | +1656.61% | |
| 37 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.97% | — | +1957.03% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.97% | -0.58% | +14424.57% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.96% | -0.20% | +3968.88% | |
| 40 | AAPL | Apple Inc | 股票-科技 | 0.95% | -0.53% | +21469.20% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.68% | +47196.60% | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.90% | -0.35% | +10033.00% | |
| 43 | GE | General Electric | 股票-工業 | 0.89% | +0.01% | +18693.92% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.84% | -0.12% | +2698.00% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.81% | +6.35% | NEW | |
| 46 | 1939900D | Brookfield Infrastructure-a | 股票-其他 | 0.80% | — | +2158.91% | |
| 47 | BAM | Brookfield Asset Management Ltd. | 股票-金融 | 0.77% | — | +3681.04% | |
| 48 | HPQ | Hp Inc | 股票-科技 | 0.75% | — | +3402.00% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.54% | +11412.00% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.71% | -0.34% | +18140.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CSX | Csx CORP | +3.3% | +3242.96% | 加碼 |
| 2 | BIP | Brookfield Infrastructure Partners L.P. | +3.3% | +2562.86% | 加碼 |
| 3 | FLMI | Franklin Dynamic Municipal B | +2.6% | +2340.07% | 加碼 |
| 4 | BAC | Bank Of America CORP | +2.4% | +3720.59% | 加碼 |
| 5 | BN | Brookfield CORP | +1.7% | +4054.00% | 加碼 |
| 6 | RWT | Redwood Trust Inc | +1.6% | +549.00% | 加碼 |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | +1.6% | NEW | 新建倉 |
| 8 | WLDN | Willdan Group Inc | +1.4% | +2785.00% | 加碼 |
| 9 | HVT | Haverty Furniture | +1.2% | +2503.44% | 加碼 |
| 10 | FMS | Fresenius Medical Care-adr | +1.2% | +1809.00% | 加碼 |
| 11 | BSCO | Invesco Bulletshares 2024 Cb | +1.2% | +2006.00% | 加碼 |
| 12 | MP | Mp Materials CORP | +1.1% | +1173.00% | 加碼 |
| 13 | PFF | Ishares Preferred & Income S | +1% | +5465.70% | 加碼 |
| 14 | FCX | Freeport-mcmoran Inc | +1% | +4760.00% | 加碼 |
| 15 | INTC | Intel CORP | +1% | +2425.10% | 加碼 |
| 16 | PLTR | Palantir Technologies Inc-a | +0.9% | +3255.48% | 加碼 |
| 17 | CWT | California Water Service Grp | +0.9% | +4565.43% | 加碼 |
| 18 | T | At&t Inc | +0.8% | +1656.61% | 加碼 |
| 19 | HPE | Hewlett Packard Enterprise | +0.8% | +1957.03% | 加碼 |
| 20 | CPB | THE Campbell's Company | +0.7% | +4419.00% | 加碼 |
| 21 | CMCSA | Comcast Corp-class A | +0.6% | +3816.00% | 加碼 |
| 22 | PFE | Pfizer Inc | +0.6% | +2698.00% | 加碼 |
| 23 | VZ | Verizon Communications Inc | +0.5% | +3968.88% | 加碼 |
| 24 | HPQ | Hp Inc | +0.5% | +3402.00% | 加碼 |
| 25 | MDLZ | Mondelez International Inc-a | +0.4% | +6311.01% | 加碼 |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | +0.4% | +3097.26% | 加碼 |
| 27 | BAM | Brookfield Asset Management Ltd. | +0.4% | +3681.04% | 加碼 |
| 28 | WMT | Walmart Inc | +0.4% | +6671.00% | 加碼 |
| 29 | 1939900D | Brookfield Infrastructure-a | +0.3% | +2158.91% | 加碼 |
| 30 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +8405.34% | 加碼 |
| 31 | GIS | General Mills Inc | +0.3% | +6140.40% | 加碼 |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +7338.25% | 加碼 |
| 33 | SO | Southern Co/the | +0.1% | +7657.00% | 加碼 |
| 34 | CP | Canadian Pacific Kansas City | +0.1% | +8261.40% | 加碼 |
| 35 | PM | Philip Morris International | 0% | +10033.00% | 加碼 |
| 36 | DUK | Duke Energy CORP | -0.1% | +9923.00% | 加碼 |
| 37 | XOM | Exxon Mobil CORP | -0.2% | +11412.00% | 加碼 |
| 38 | RTX | Rtx CORP | -0.2% | +9856.29% | 加碼 |
| 39 | AWK | American Water Works Co Inc | -0.4% | +12816.00% | 加碼 |
| 40 | GE | General Electric | -0.6% | +18693.92% | 加碼 |
| 41 | GPC | Genuine Parts Co | -0.8% | +13732.00% | 加碼 |
| 42 | XLY | Ss Consumer Disc Select Sect | -0.8% | +18140.00% | 加碼 |
| 43 | JNJ | Johnson & Johnson | -0.8% | +14424.57% | 加碼 |
| 44 | AAPL | Apple Inc | -0.9% | +21469.20% | 加碼 |
| 45 | MRK | Merck & Co. Inc. | -1% | +11860.86% | 加碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -1.4% | +18810.23% | 加碼 |
| 47 | JPM | Jpmorgan Chase & Co | -1.6% | +19920.75% | 加碼 |
| 48 | ✓ | Amazon Com Inc | -1.6% | +20517.44% | 加碼 |
| 49 | PG | Procter & Gamble Co/the | -1.7% | +16291.98% | 加碼 |
| 50 | BX | Blackstone Inc | -2.7% | +12192.72% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wulff, Hansen & Co. 在 Q2 2024 季度的美股持倉總市值約為 US$1.3億，共申報了 91 個公開持股部位。
在 Q2 2024 季度，Wulff, Hansen & Co. 按市值排列的前三大核心持股分別為：CSX (5.7%)、BX (5.2%)、BIP (5.1%)。其中最大持股部位 CSX 佔據整體投資組合約 5.7% 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
SPSM
市值: US$1774.5萬
在 Q2 2024 季度中，Wulff, Hansen & Co. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 49 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SPSM。
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。