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: 0002009900
申報總市值
US$2.2億
US$2.2億
108 檔
19.1%
截至 Q3 2024 季度末，Wynn Capital, LLC 的美股持倉估值約為 US$2.2億，全數申報部位共有 108 檔。
在 Q3 2024，Wynn Capital, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 6 個新部位，並對 36 個既有持股進行加碼（合計增持 42 檔），相較減碼與清倉部位顯著佔優。
整體而言，Wynn Capital, LLC 的前 5 大持股（包含 SCHB, AAPL, TSLA）貢獻了組合市值的 19.1%，形成該機構在 Q3 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 12.41% | +0.43% | +2.65% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.79% | -0.02% | +1.03% | |
| 3 | TSLA | Tesla Inc | 股票-循環性消費 | 4.22% | -0.05% | +1.75% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.66% | +0.26% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.19% | +0.30% | +1.73% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.01% | -0.31% | +0.92% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.68% | -0.01% | +97.42% | |
| 8 | AXP | American Express Co | 股票-金融 | 2.67% | -0.05% | +1.02% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.60% | -0.11% | +1.93% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.44% | -0.21% | +2.16% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 2.13% | -0.19% | — | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.90% | +0.09% | +0.86% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 1.58% | -0.21% | +2.43% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.57% | -0.13% | +1.12% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.55% | +0.05% | -0.20% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.45% | -0.48% | +1.54% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.42% | -0.01% | — | |
| 18 | AMGN | Amgen Inc | 股票-醫療保健 | 1.38% | -0.10% | +1.60% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.32% | -0.19% | +1.77% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.32% | +0.61% | +3.50% | |
| 21 | MCK | Mckesson CORP | 股票-醫療保健 | 1.31% | -0.38% | -0.05% | |
| 22 | FDX | Fedex CORP | 股票-工業 | 1.26% | -0.31% | +1.57% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.19% | +0.01% | -0.01% | |
| 24 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.16% | -0.19% | +5.56% | |
| 25 | GE | General Electric | 股票-工業 | 1.15% | +0.19% | — | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.12% | +0.03% | +3.78% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.10% | +0.01% | +2.04% | |
| 28 | RTX | Rtx CORP | 股票-工業 | 1.07% | -0.19% | +3.58% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 1.06% | +0.17% | +4.09% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.06% | -0.10% | +0.71% | |
| 31 | MMM | 3m Co | 股票-工業 | 1.04% | -0.02% | +1.40% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 1.04% | +1.18% | +4.81% | |
| 33 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.03% | +0.07% | -0.01% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.01% | -0.05% | +1.80% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.95% | -0.06% | +3.16% | |
| 36 | BLKCHF | Blackrock Inc | 股票-其他 | 0.94% | — | +3.80% | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.90% | -0.28% | +9.97% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工業 | 0.83% | -0.15% | +5.15% | |
| 39 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.79% | +0.18% | +7.16% | |
| 40 | CI | THE Cigna Group | 股票-醫療保健 | 0.76% | -0.05% | +3.87% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.73% | +0.27% | +7.02% | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 0.70% | +0.18% | +5.85% | |
| 43 | UL | Unilever PLC | 股票-非循環性消費 | 0.69% | — | +2.92% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | -0.03% | — | |
| 45 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.63% | -0.09% | — | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.63% | -0.01% | +6.70% | |
| 47 | TGT | Target CORP | 股票-循環性消費 | 0.60% | -0.03% | +0.22% | |
| 48 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.58% | -0.03% | +8.69% | |
| 49 | CMI | Cummins Inc | 股票-工業 | 0.55% | +0.11% | +6.42% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.54% | +0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +97.42% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.7% | +1.75% | 加碼 |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | +0.5% | NEW | 新建倉 |
| 4 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +211.42% | 加碼 |
| 5 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +9.97% | 加碼 |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | NEW | 新建倉 |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.2% | NEW | 新建倉 |
| 8 | MMM | 3m Co | +0.2% | +1.40% | 加碼 |
| 9 | UPS | United Parcel Service-cl B | +0.2% | NEW | 新建倉 |
| 10 | ORCL | Oracle CORP | +0.1% | — | 不變 |
| 11 | IBM | Intl Business Machines CORP | +0.1% | -0.01% | 減碼 |
| 12 | AXP | American Express Co | +0.1% | +1.02% | 加碼 |
| 13 | PYPL | Paypal Holdings Inc | +0.1% | +8.69% | 加碼 |
| 14 | ETSY | Etsy Inc | +0.1% | NEW | 新建倉 |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建倉 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +5.15% | 加碼 |
| 17 | RTX | Rtx CORP | +0.1% | +3.58% | 加碼 |
| 18 | WMT | Walmart Inc | +0.1% | +1.54% | 加碼 |
| 19 | BLKCHF | Blackrock Inc | +0.1% | +3.80% | 加碼 |
| 20 | SBUX | Starbucks CORP | +0.1% | +6.70% | 加碼 |
| 21 | GEV | GE Vernova Inc | +0.1% | +1.12% | 加碼 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.16% | 加碼 |
| 23 | BNY | Bank Of New York Mellon CORP | +0.1% | -0.01% | 減碼 |
| 24 | CMI | Cummins Inc | +0.1% | +6.42% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +0.92% | 加碼 |
| 26 | GE | General Electric | +0.1% | — | 不變 |
| 27 | UL | Unilever PLC | +0.1% | +2.92% | 加碼 |
| 28 | LOW | Lowe's Cos Inc | +0.1% | — | 不變 |
| 29 | ABBV | Abbvie Inc | 0% | +2.04% | 加碼 |
| 30 | ZM | Zoom Communications Inc | 0% | +5.81% | 加碼 |
| 31 | CHKP | Check Point Software Technologies Ltd. | 0% | +3.42% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | 0% | +3.50% | 加碼 |
| 33 | KO | Coca-cola Co/the | 0% | +1.80% | 加碼 |
| 34 | CVS | Cvs Health CORP | 0% | +7.16% | 加碼 |
| 35 | JNJ | Johnson & Johnson | — | +1.77% | 加碼 |
| 36 | CMCSA | Comcast Corp-class A | 0% | +3.16% | 加碼 |
| 37 | GS | Goldman Sachs Group Inc | 0% | +0.86% | 加碼 |
| 38 | AAPL | Apple Inc | -0.1% | +1.03% | 加碼 |
| 39 | JPM | Jpmorgan Chase & Co | -0.2% | +1.93% | 加碼 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | — | 不變 |
| 41 | INTC | Intel CORP | -0.2% | -0.94% | 減碼 |
| 42 | SCHW | Schwab (charles) CORP | -0.3% | +5.56% | 加碼 |
| 43 | AMAT | Applied Materials Inc | -0.3% | +4.81% | 加碼 |
| 44 | FDX | Fedex CORP | -0.3% | +1.57% | 加碼 |
| 45 | QCOM | Qualcomm Inc | -0.3% | +4.09% | 加碼 |
| 46 | MRK | Merck & Co. Inc. | -0.3% | +1.12% | 加碼 |
| 47 | MCK | Mckesson CORP | -0.4% | -0.05% | 減碼 |
| 48 | SCHB | Schwab US Broad Market ETF | -0.5% | +2.65% | 加碼 |
| 49 | MSFT | Microsoft CORP | -0.6% | +0.26% | 加碼 |
| 50 | GOOG | Alphabet Inc-cl C | -0.7% | +1.73% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wynn Capital, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$2.2億，共申報了 108 個公開持股部位。
在 Q3 2024 季度，Wynn Capital, LLC 按市值排列的前三大核心持股分別為：SCHB (12.4%)、AAPL (4.8%)、TSLA (4.2%)。其中最大持股部位 SCHB 佔據整體投資組合約 12.4% 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
IGSB
市值: US$67.9萬
本季最大獲利了結 / 清倉標的
MCK
前期市值: US$236.2萬
在 Q3 2024 季度中，Wynn Capital, LLC 共進行了 46 項持倉異動，包含新建倉 6 個部位、加碼 36 個部位、減碼 4 個部位以及清倉 0 個部位。 其中最大新建倉標的為 IGSB。
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。