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
96 檔
20.2%
截至 Q3 2024 季度末，Wulff, Hansen & Co. 的美股持倉估值約為 US$1.3億，全數申報部位共有 96 檔。
在 Q3 2024，Wulff, Hansen & Co. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 50 個部位並完全清倉 0 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 BX, VGT, MSFT）占據了總市值的 20.2%，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 | BX | Blackstone Inc | 股票-金融 | 8.01% | +4.97% | NEW | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 5.04% | +6.35% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.38% | -0.68% | -99.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.72% | +5.46% | NEW | |
| 5 | ✓ | Amazon Com Inc | 股票-其他 | 3.55% | — | -99.48% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.42% | -0.77% | -99.43% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.54% | -0.63% | -99.54% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 2.47% | -1.08% | -99.00% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.37% | -0.53% | -99.53% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.02% | -0.11% | -99.80% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.97% | -0.48% | -99.26% | |
| 12 | CSX | Csx CORP | 股票-工業 | 1.95% | -0.40% | -97.25% | |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 1.90% | -0.52% | -96.41% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.83% | -0.53% | -99.85% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.80% | -0.27% | -97.61% | |
| 16 | GE | General Electric | 股票-工業 | 1.77% | +0.01% | -99.38% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.75% | -0.22% | -99.57% | |
| 18 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.67% | -0.36% | -98.61% | |
| 19 | BN | Brookfield CORP | 股票-金融 | 1.67% | -0.12% | -97.82% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.56% | -0.58% | -99.37% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.54% | -0.26% | -99.72% | |
| 22 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.48% | -0.25% | -99.28% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.40% | -0.34% | -99.50% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.38% | -0.10% | -98.80% | |
| 25 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.35% | -0.41% | -99.33% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.28% | -0.39% | -98.83% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 1.24% | -0.51% | -99.78% | |
| 28 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.17% | -0.30% | -97.91% | |
| 29 | PM | Philip Morris International | 股票-非循環性消費 | 1.16% | -0.35% | -99.02% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.06% | -0.25% | -98.22% | |
| 31 | CWT | California Water Service Grp | 股票-公用事業 | 1.05% | -0.18% | -98.04% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 1.00% | -0.45% | -98.60% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.99% | -0.60% | -99.39% | |
| 34 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.99% | -0.15% | -98.69% | |
| 35 | FLMI | Franklin Dynamic Municipal B | ETF-其他 | 0.96% | -0.25% | -95.90% | |
| 36 | GIS | General Mills Inc | 股票-非循環性消費 | 0.96% | -0.16% | -98.53% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.54% | -99.15% | |
| 38 | WLDN | Willdan Group Inc | 股票-其他 | 0.86% | -0.27% | -96.64% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事業 | 0.83% | -0.29% | -99.00% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.77% | -0.06% | -97.56% | |
| 41 | WM | Waste Management Inc | 股票-工業 | 0.76% | -0.25% | -99.55% | |
| 42 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.75% | -0.23% | -99.38% | |
| 43 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.74% | -0.08% | -97.79% | |
| 44 | MSI | Motorola Solutions Inc | 股票-科技 | 0.71% | -0.19% | -99.66% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.71% | -0.25% | -99.18% | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.68% | -0.21% | -99.50% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.65% | -0.01% | -99.92% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.64% | +0.42% | -96.93% | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.62% | -0.19% | -98.71% | |
| 50 | HVT | Haverty Furniture | 股票-其他 | 0.62% | -0.06% | -95.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +2.6% | -99.24% | 減碼 |
| 2 | ✓ | Amazon Com Inc | +1.7% | -99.48% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.5% | -99.46% | 減碼 |
| 4 | PG | Procter & Gamble Co/the | +1.4% | -99.43% | 減碼 |
| 5 | AAPL | Apple Inc | +1.3% | -99.53% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +1.2% | -99.54% | 減碼 |
| 7 | GE | General Electric | +0.8% | -99.38% | 減碼 |
| 8 | XLY | Ss Consumer Disc Select Sect | +0.6% | -99.50% | 減碼 |
| 9 | JNJ | Johnson & Johnson | +0.5% | -99.37% | 減碼 |
| 10 | RTX | Rtx CORP | +0.5% | -99.00% | 減碼 |
| 11 | GPC | Genuine Parts Co | +0.4% | -99.28% | 減碼 |
| 12 | AWK | American Water Works Co Inc | +0.3% | -99.33% | 減碼 |
| 13 | CVX | Chevron CORP | +0.3% | -99.39% | 減碼 |
| 14 | PM | Philip Morris International | +0.2% | -99.02% | 減碼 |
| 15 | MRK | Merck & Co. Inc. | +0.2% | -99.26% | 減碼 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -99.15% | 減碼 |
| 17 | DUK | Duke Energy CORP | +0.1% | -99.00% | 減碼 |
| 18 | SO | Southern Co/the | 0% | -98.71% | 減碼 |
| 19 | CP | Canadian Pacific Kansas City | -0.1% | -98.69% | 減碼 |
| 20 | WMT | Walmart Inc | -0.3% | -98.60% | 減碼 |
| 21 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -98.80% | 減碼 |
| 22 | GIS | General Mills Inc | -0.4% | -98.53% | 減碼 |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | -98.83% | 減碼 |
| 24 | HPQ | Hp Inc | -0.5% | -97.00% | 減碼 |
| 25 | BAM | Brookfield Asset Management Ltd. | -0.5% | -97.96% | 減碼 |
| 26 | VZ | Verizon Communications Inc | -0.5% | -97.65% | 減碼 |
| 27 | PFE | Pfizer Inc | -0.6% | -96.20% | 減碼 |
| 28 | CPB | THE Campbell's Company | -0.7% | -97.79% | 減碼 |
| 29 | MDLZ | Mondelez International Inc-a | -0.7% | -98.61% | 減碼 |
| 30 | PLTR | Palantir Technologies Inc-a | -0.7% | -96.05% | 減碼 |
| 31 | HPE | Hewlett Packard Enterprise | -0.7% | -94.63% | 減碼 |
| 32 | T | At&t Inc | -0.8% | -95.47% | 減碼 |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.8% | -97.56% | 減碼 |
| 34 | PFF | Ishares Preferred & Income S | -0.8% | -96.94% | 減碼 |
| 35 | CWT | California Water Service Grp | -0.9% | -98.04% | 減碼 |
| 36 | CMCSA | Comcast Corp-class A | -0.9% | -98.54% | 減碼 |
| 37 | MP | Mp Materials CORP | -1% | -90.39% | 減碼 |
| 38 | FCX | Freeport-mcmoran Inc | -1% | -97.91% | 減碼 |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | -1% | -98.22% | 減碼 |
| 40 | WLDN | Willdan Group Inc | -1.2% | -96.64% | 減碼 |
| 41 | BSCO | Invesco Bulletshares 2024 Cb | -1.2% | -95.25% | 減碼 |
| 42 | FMS | Fresenius Medical Care-adr | -1.3% | -95.25% | 減碼 |
| 43 | HVT | Haverty Furniture | -1.4% | -95.80% | 減碼 |
| 44 | RWT | Redwood Trust Inc | -1.6% | -84.59% | 減碼 |
| 45 | BN | Brookfield CORP | -1.6% | -97.82% | 減碼 |
| 46 | INTC | Intel CORP | -2.1% | -96.93% | 減碼 |
| 47 | FLMI | Franklin Dynamic Municipal B | -2.7% | -95.90% | 減碼 |
| 48 | BAC | Bank Of America CORP | -2.7% | -97.61% | 減碼 |
| 49 | BIP | Brookfield Infrastructure Partners L.P. | -3.3% | -96.41% | 減碼 |
| 50 | CSX | Csx CORP | -3.8% | -97.25% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wulff, Hansen & Co. 在 Q3 2024 季度的美股持倉總市值約為 US$1.3億，共申報了 96 個公開持股部位。
在 Q3 2024 季度，Wulff, Hansen & Co. 按市值排列的前三大核心持股分別為：BX (8.0%)、VGT (5.0%)、MSFT (4.4%)。其中最大持股部位 BX 佔據整體投資組合約 8.0% 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。
本季最大獲利了結 / 清倉標的
CSX
前期市值: US$6553.8萬
在 Q3 2024 季度中，Wulff, Hansen & Co. 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 0 個部位、減碼 50 個部位以及清倉 0 個部位。
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。