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: 0001791002
申報總市值
US$4.2億
US$4.2億
126 檔
30.0%
Q4 2024 季度申報顯示，Xcel Wealth Management, LLC 揭露的美股組合總市值為 US$4.2億，涵蓋 126 個不同之權益投資部位。
Xcel Wealth Management, LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 30 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 RH, AMZN, GOOGL）占據了總市值的 30.0%，展現出該機構在 Q4 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 | RH | Rh | 股票-循環性消費 | 14.03% | +0.41% | +3.27% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.72% | -0.29% | +0.03% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.82% | +0.07% | -3.49% | |
| 4 | BAC | Bank Of America CORP | 股票-金融 | 4.58% | -0.42% | -2.56% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.70% | -0.11% | -1.49% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.47% | -0.23% | -1.90% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.34% | -0.17% | -0.56% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 3.15% | -0.10% | +9.41% | |
| 9 | F | Ford Motor Co | 股票-循環性消費 | 3.01% | -0.48% | -0.62% | |
| 10 | BA | Boeing Co/the | 股票-工業 | 2.33% | -0.32% | -5.24% | |
| 11 | WHR | Whirlpool CORP | 股票-循環性消費 | 1.87% | -0.20% | EXIT | |
| 12 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.86% | -0.60% | -6.09% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 1.85% | -0.01% | -8.79% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.83% | -0.14% | +0.14% | |
| 15 | PFE | Pfizer Inc | 股票-醫療保健 | 1.71% | -0.21% | -16.10% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.50% | -0.44% | -5.29% | |
| 17 | BLMN | Bloomin' Brands Inc | 股票-其他 | 1.43% | -0.01% | +70.15% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 1.39% | +0.11% | -4.70% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | — | -0.72% | |
| 20 | DEA | Easterly Government Properties, Inc. | 股票-其他 | 1.30% | — | +5.12% | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 1.29% | -0.24% | — | |
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.24% | +0.69% | +94.42% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.23% | -0.08% | -0.05% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.16% | -0.37% | -3.08% | |
| 25 | FRT | Federal Realty Invs Trust | 股票-房地產 | 1.16% | -0.19% | +0.02% | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.10% | -0.30% | +20.30% | |
| 27 | UBER | Uber Technologies Inc | 股票-工業 | 0.94% | -0.36% | -16.51% | |
| 28 | GE | General Electric | 股票-工業 | 0.88% | +0.05% | — | |
| 29 | PRU | Prudential Financial Inc | 股票-金融 | 0.88% | +0.39% | -5.01% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.81% | -0.21% | — | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | -0.25% | -3.00% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 0.74% | -0.19% | -2.19% | |
| 33 | YETI | Yeti Holdings Inc | 股票-循環性消費 | 0.72% | -0.02% | -4.23% | |
| 34 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.72% | +0.02% | -0.05% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.67% | -0.19% | -2.31% | |
| 36 | BX | Blackstone Inc | 股票-金融 | 0.59% | -0.09% | — | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.58% | +1.15% | -3.43% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | -0.40% | -1.60% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | -0.39% | +1.37% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.51% | +0.19% | +7.78% | |
| 41 | GRMN | Garmin Ltd. | 股票-科技 | 0.48% | -0.11% | -0.30% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.01% | — | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.50% | +9.17% | |
| 44 | T | At&t Inc | 股票-通訊服務 | 0.45% | -0.21% | -1.29% | |
| 45 | UPS | United Parcel Service-cl B | 股票-工業 | 0.43% | +0.22% | NEW | |
| 46 | PPL | Ppl CORP | 股票-公用事業 | 0.42% | -0.09% | -21.23% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.40% | +0.29% | +0.03% | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.40% | — | -30.51% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.39% | — | — | |
| 50 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.39% | -0.45% | +123.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RH | Rh | +1.9% | +3.27% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.8% | +0.03% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.4% | -4.70% | 減碼 |
| 4 | PLTR | Palantir Technologies Inc-a | +0.3% | +123.08% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.3% | -0.72% | 減碼 |
| 6 | DIS | Walt Disney Co/the | +0.3% | +20.30% | 加碼 |
| 7 | BLMN | Bloomin' Brands Inc | +0.2% | +70.15% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.49% | 減碼 |
| 9 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -1.90% | 減碼 |
| 11 | NOW | Servicenow Inc | +0.1% | — | 不變 |
| 12 | SOFI | Sofi Technologies Inc | +0.1% | -0.42% | 減碼 |
| 13 | NVDA | Nvidia CORP | +0.1% | -0.56% | 減碼 |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +90.23% | 加碼 |
| 15 | BAC | Bank Of America CORP | +0.1% | -2.56% | 減碼 |
| 16 | BA | Boeing Co/the | +0.1% | -5.24% | 減碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +7.78% | 加碼 |
| 18 | MS | Morgan Stanley | +0.1% | -8.79% | 減碼 |
| 19 | WFC | Wells Fargo & Co | +0.1% | -1.60% | 減碼 |
| 20 | MAGS | Roundhill Magnificent Seven | +0.1% | NEW | 新建倉 |
| 21 | NWL | Newell Brands Inc | +0.1% | +65.88% | 加碼 |
| 22 | TWLO | Twilio Inc - A | +0.1% | NEW | 新建倉 |
| 23 | GRMN | Garmin Ltd. | 0% | -0.30% | 減碼 |
| 24 | BX | Blackstone Inc | 0% | — | 不變 |
| 25 | V | Visa Inc-class A Shares | 0% | — | 不變 |
| 26 | AXP | American Express Co | 0% | — | 不變 |
| 27 | WHR | Whirlpool CORP | 0% | +0.14% | 加碼 |
| 28 | AAPL | Apple Inc | 0% | -1.49% | 減碼 |
| 29 | WMT | Walmart Inc | — | -5.29% | 減碼 |
| 30 | HD | Home Depot Inc | 0% | +9.41% | 加碼 |
| 31 | AWK | American Water Works Co Inc | -0.1% | EXIT | 清倉 |
| 32 | MUB | Ishares National Muni Bond E | -0.1% | EXIT | 清倉 |
| 33 | LIN | Linde plc | -0.1% | EXIT | 清倉 |
| 34 | PEP | Pepsico Inc | -0.1% | -18.84% | 減碼 |
| 35 | STZ | Constellation Brands Inc-a | -0.1% | -4.57% | 減碼 |
| 36 | PRU | Prudential Financial Inc | -0.1% | -5.01% | 減碼 |
| 37 | YETI | Yeti Holdings Inc | -0.1% | -4.23% | 減碼 |
| 38 | ABX | Barrick Gold CORP | -0.2% | -25.45% | 減碼 |
| 39 | AMD | Advanced Micro Devices | -0.2% | +9.17% | 加碼 |
| 40 | PPL | Ppl CORP | -0.2% | -21.23% | 減碼 |
| 41 | GE | General Electric | -0.2% | — | 不變 |
| 42 | DEA | Easterly Government Properties, Inc. | -0.3% | +5.12% | 加碼 |
| 43 | SWKS | Skyworks Solutions Inc | -0.3% | -44.51% | 減碼 |
| 44 | TGT | Target CORP | -0.3% | -30.51% | 減碼 |
| 45 | CELH | Celsius Holdings Inc | -0.3% | -33.25% | 減碼 |
| 46 | NEE | Nextera Energy Inc | -0.3% | -3.08% | 減碼 |
| 47 | F | Ford Motor Co | -0.4% | -0.62% | 減碼 |
| 48 | VZ | Verizon Communications Inc | -0.5% | -6.09% | 減碼 |
| 49 | UBER | Uber Technologies Inc | -0.5% | -16.51% | 減碼 |
| 50 | PFE | Pfizer Inc | -0.6% | -16.10% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Xcel Wealth Management, LLC 在 Q4 2024 季度的美股持倉總市值約為 US$4.2億，共申報了 126 個公開持股部位。
在 Q4 2024 季度，Xcel Wealth Management, LLC 按市值排列的前三大核心持股分別為：RH (14.0%)、AMZN (7.7%)、GOOGL (4.8%)。其中最大持股部位 RH 佔據整體投資組合約 14.0% 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。
本季最大新建倉標的
BLK
市值: US$73.1萬
本季最大獲利了結 / 清倉標的
LIN
前期市值: US$22.6萬
在 Q4 2024 季度中，Xcel Wealth Management, LLC 共進行了 45 項持倉異動，包含新建倉 3 個部位、加碼 12 個部位、減碼 27 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 LIN。
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。