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
107 檔
21.6%
Wynn Capital, LLC 在 Q4 2024 季度的美股部位總計估值為 US$2.2億，分散於 107 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2024 數據顯示 Wynn Capital, LLC 積極進場，新開立 2 個部位並同步加碼 28 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SCHB, TSLA, AAPL）累計市值佔比達 21.6%，是驅動 Wynn Capital, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 12.50% | +0.43% | +206.40% | |
| 2 | TSLA | Tesla Inc | 股票-循環性消費 | 6.29% | -0.05% | +0.24% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.99% | -0.02% | +0.63% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.52% | +0.30% | +0.56% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.66% | +0.33% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.98% | -0.31% | +0.41% | |
| 7 | AXP | American Express Co | 股票-金融 | 2.79% | -0.05% | -0.80% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.76% | -0.11% | -3.07% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.63% | -0.01% | -0.21% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.34% | -0.21% | +1.30% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.12% | +0.09% | — | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.00% | -0.19% | +0.15% | |
| 13 | WFC | Wells Fargo & Co | 股票-金融 | 1.88% | -0.21% | -0.18% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.79% | +0.05% | +1.86% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.58% | -0.48% | +0.81% | |
| 16 | MCK | Mckesson CORP | 股票-醫療保健 | 1.45% | -0.38% | — | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.43% | +0.61% | +0.91% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.40% | -0.01% | +200.00% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.33% | -0.13% | +0.55% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.29% | -0.19% | +1.08% | |
| 21 | FDX | Fedex CORP | 股票-工業 | 1.25% | -0.31% | +0.14% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.20% | +0.03% | +0.23% | |
| 23 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.18% | -0.10% | +0.39% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.15% | -0.19% | +1.43% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 1.12% | +0.01% | -2.07% | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 1.07% | -0.10% | -0.11% | |
| 27 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.05% | +0.07% | -1.37% | |
| 28 | RTX | Rtx CORP | 股票-工業 | 0.99% | -0.19% | +1.15% | |
| 29 | GE | General Electric | 股票-工業 | 0.98% | +0.19% | -0.27% | |
| 30 | BLK | Blackrock Inc | 股票-金融 | 0.98% | -0.11% | — | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.95% | +0.01% | -0.12% | |
| 32 | MMM | 3m Co | 股票-工業 | 0.95% | -0.02% | +0.69% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.93% | +0.17% | +0.47% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.86% | -0.05% | +2.20% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.82% | +1.18% | +1.21% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.81% | +0.27% | +1.17% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.80% | -0.06% | -3.21% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.70% | -0.28% | +1.05% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.67% | -0.15% | +1.02% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | -0.03% | -0.54% | |
| 41 | TXN | Texas Instruments Inc | 股票-科技 | 0.63% | +0.18% | +2.83% | |
| 42 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.62% | -0.03% | +1.14% | |
| 43 | CI | THE Cigna Group | 股票-醫療保健 | 0.60% | -0.05% | +1.94% | |
| 44 | UL | Unilever PLC | 股票-非循環性消費 | 0.59% | — | +2.34% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.58% | -0.01% | +3.10% | |
| 46 | CMI | Cummins Inc | 股票-工業 | 0.57% | +0.11% | +0.39% | |
| 47 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.56% | -0.09% | +1.41% | |
| 48 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.55% | -0.02% | +0.57% | |
| 49 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.54% | +0.18% | -1.12% | |
| 50 | TGT | Target CORP | 股票-循環性消費 | 0.53% | -0.03% | +5.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +2.1% | +0.24% | 加碼 |
| 2 | BLK | Blackrock Inc | +1% | NEW | 新建倉 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +0.56% | 加碼 |
| 4 | WFC | Wells Fargo & Co | +0.3% | -0.18% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +1.86% | 加碼 |
| 6 | GS | Goldman Sachs Group Inc | +0.2% | — | 不變 |
| 7 | AAPL | Apple Inc | +0.2% | +0.63% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -3.07% | 減碼 |
| 9 | MCK | Mckesson CORP | +0.1% | — | 不變 |
| 10 | WMT | Walmart Inc | +0.1% | +0.81% | 加碼 |
| 11 | SCHW | Schwab (charles) CORP | +0.1% | +1.08% | 加碼 |
| 12 | KR | Kroger Co | +0.1% | NEW | 新建倉 |
| 13 | AXP | American Express Co | +0.1% | -0.80% | 減碼 |
| 14 | DIS | Walt Disney Co/the | +0.1% | +0.39% | 加碼 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +0.91% | 加碼 |
| 16 | SCHB | Schwab US Broad Market ETF | +0.1% | +206.40% | 加碼 |
| 17 | BAC | Bank Of America CORP | +0.1% | +0.23% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.17% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.1% | -1.90% | 減碼 |
| 20 | BKNG | Booking Holdings Inc | +0.1% | +0.57% | 加碼 |
| 21 | ZM | Zoom Communications Inc | +0.1% | +2.03% | 加碼 |
| 22 | TOST | Toast Inc-class A | +0.1% | +1.97% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +15.55% | 加碼 |
| 24 | PYPL | Paypal Holdings Inc | 0% | +1.14% | 加碼 |
| 25 | BNY | Bank Of New York Mellon CORP | 0% | -1.37% | 減碼 |
| 26 | META | Meta Platforms Inc-class A | 0% | +0.41% | 加碼 |
| 27 | BIIB | Biogen Inc | -0.1% | -16.50% | 減碼 |
| 28 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | -19.23% | 減碼 |
| 29 | PFE | Pfizer Inc | -0.1% | -4.15% | 減碼 |
| 30 | INTC | Intel CORP | -0.1% | -1.83% | 減碼 |
| 31 | UL | Unilever PLC | -0.1% | +2.34% | 加碼 |
| 32 | ETSY | Etsy Inc | -0.1% | EXIT | 清倉 |
| 33 | QCOM | Qualcomm Inc | -0.1% | +0.47% | 加碼 |
| 34 | PII | Polaris Inc | -0.2% | -2.69% | 減碼 |
| 35 | CMCSA | Comcast Corp-class A | -0.2% | -3.21% | 減碼 |
| 36 | KO | Coca-cola Co/the | -0.2% | +2.20% | 加碼 |
| 37 | ABBV | Abbvie Inc | -0.2% | -0.12% | 減碼 |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +1.08% | 加碼 |
| 39 | CI | THE Cigna Group | -0.2% | +1.94% | 加碼 |
| 40 | LMT | Lockheed Martin CORP | -0.2% | +1.02% | 加碼 |
| 41 | GE | General Electric | -0.2% | -0.27% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.2% | +1.43% | 加碼 |
| 43 | VZ | Verizon Communications Inc | -0.2% | EXIT | 清倉 |
| 44 | MSFT | Microsoft CORP | -0.2% | +0.33% | 加碼 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.2% | +1.05% | 加碼 |
| 46 | AMAT | Applied Materials Inc | -0.2% | +1.21% | 加碼 |
| 47 | MRK | Merck & Co. Inc. | -0.2% | +0.55% | 加碼 |
| 48 | CVS | Cvs Health CORP | -0.3% | -1.12% | 減碼 |
| 49 | AMGN | Amgen Inc | -0.3% | -0.11% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -0.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Wynn Capital, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$2.2億，共申報了 107 個公開持股部位。
在 Q4 2024 季度，Wynn Capital, LLC 按市值排列的前三大核心持股分別為：SCHB (12.5%)、TSLA (6.3%)、AAPL (5.0%)。其中最大持股部位 SCHB 佔據整體投資組合約 12.5% 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
BLK
市值: US$155.0萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$142.8萬
在 Q4 2024 季度中，Wynn Capital, LLC 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 28 個部位、減碼 15 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BLK。 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。