13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001318757
申报总市值
US$1267.0亿
US$1267.0亿
2359 檔
16.5%
Q2 2024 季度申报显示，Marshall Wace, LLP 披露的美股组合总市值为 US$1267.0亿，涵盖 2359 个不同之权益投资仓位。
在 Q2 2024，Marshall Wace, LLP 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 29 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Marshall Wace, LLP 的前 5 大核心持股（包含 IVV, AMZN, MSFT 等）合计占整体申报市值的 16.5%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 2359 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 16.45% | +6.55% | +34.50% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.63% | -0.04% | +23.62% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -0.27% | +43.50% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.31% | -0.01% | +26.67% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.06% | +0.19% | +98.71% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.04% | -0.97% | +1068.60% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | -0.29% | -37.47% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.96% | -0.29% | +85.74% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | -0.38% | -39.30% | |
| 10 | ADBE | Adobe Inc | 股票-科技 | 0.82% | — | +103.90% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | -0.14% | -4.29% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | +0.02% | +506.93% | |
| 13 | HUM | Humana Inc | 股票-医疗保健 | 0.71% | +0.17% | +118.87% | |
| 14 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.69% | -0.15% | +115.93% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | +0.61% | -17.67% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 0.64% | — | -34.67% | |
| 17 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.63% | +0.01% | -14.74% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 0.58% | +0.98% | -1.53% | |
| 19 | GEV | GE Vernova Inc | 股票-工业 | 0.53% | -0.20% | — | |
| 20 | GE | General Electric | 股票-工业 | 0.52% | -0.07% | -6.12% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 0.51% | -0.03% | +272.26% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.51% | -0.47% | +29.93% | |
| 23 | FTNT | Fortinet Inc | 股票-科技 | 0.50% | +0.04% | +198.46% | |
| 24 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.49% | -0.10% | +35694.10% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 0.49% | -0.23% | -41.77% | |
| 26 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.48% | +0.02% | +108.39% | |
| 27 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 0.48% | +0.07% | NEW | |
| 28 | UPS | United Parcel Service-cl B | 股票-工业 | 0.47% | +0.18% | +284.75% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | +0.45% | -19.33% | |
| 30 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.44% | -0.01% | EXIT | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.43% | -0.33% | +32.52% | |
| 32 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.41% | -0.03% | +23.79% | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.41% | -0.23% | -33.95% | |
| 34 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.40% | — | +21.13% | |
| 35 | PDD | Pdd Holdings Inc | 股票-周期性消费 | 0.40% | +0.01% | -13.07% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.39% | -0.02% | +14.80% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.39% | +0.29% | +46.53% | |
| 38 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.38% | -0.06% | +29.19% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.37% | -0.31% | +237.55% | |
| 40 | ALC | Alcon Inc. | 股票-医疗保健 | 0.36% | +0.02% | -18.84% | |
| 41 | HES | Hess CORP | 股票-其他 | 0.35% | — | +45.59% | |
| 42 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.35% | +0.06% | NEW | |
| 43 | WING | Wingstop Inc | 股票-周期性消费 | 0.34% | +0.13% | -2.09% | |
| 44 | MCK | Mckesson CORP | 股票-医疗保健 | 0.34% | -0.06% | EXIT | |
| 45 | EFX | Equifax Inc | 股票-工业 | 0.34% | +0.07% | -5.91% | |
| 46 | TSLA | Tesla Inc | 股票-周期性消费 | 0.33% | -0.02% | +143.81% | |
| 47 | SNAP | Snap Inc - A | 股票-通信服务 | 0.33% | +0.01% | +587.35% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.32% | +0.10% | +55.32% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.32% | -0.05% | -40.13% | |
| 50 | AMGN | Amgen Inc | 股票-医疗保健 | 0.31% | -0.08% | +55.70% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +3.1% | +34.50% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +98.71% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.9% | +43.50% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.6% | +506.93% | 加仓 |
| 5 | AAPL | Apple Inc | +0.6% | +26.67% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.6% | +1068.60% | 加仓 |
| 7 | GEV | GE Vernova Inc | +0.5% | NEW | 新建仓 |
| 8 | AMZN | Amazon.com Inc | +0.5% | +23.62% | 加仓 |
| 9 | LLY | Eli Lilly & Co | +0.5% | +85.74% | 加仓 |
| 10 | ADBE | Adobe Inc | +0.4% | +103.90% | 加仓 |
| 11 | CMG | Chipotle Mexican Grill Inc | +0.4% | +35694.10% | 加仓 |
| 12 | HUM | Humana Inc | +0.4% | +118.87% | 加仓 |
| 13 | BSX | Boston Scientific CORP | +0.4% | +115.93% | 加仓 |
| 14 | UNP | Union Pacific CORP | +0.3% | +272.26% | 加仓 |
| 15 | UPS | United Parcel Service-cl B | +0.3% | +284.75% | 加仓 |
| 16 | SBUX | Starbucks CORP | +0.3% | +620.41% | 加仓 |
| 17 | SNAP | Snap Inc - A | +0.3% | +587.35% | 加仓 |
| 18 | FTNT | Fortinet Inc | +0.3% | +198.46% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.3% | +237.55% | 加仓 |
| 20 | EL | Estee Lauder Companies-cl A | +0.3% | +3065.64% | 加仓 |
| 21 | RTX | Rtx CORP | +0.3% | +1247.13% | 加仓 |
| 22 | UBER | Uber Technologies Inc | +0.3% | NEW | 新建仓 |
| 23 | HPE | Hewlett Packard Enterprise | +0.2% | +3228.24% | 加仓 |
| 24 | SMCIUSD | Super Micro Computer Inc | +0.2% | +9700.36% | 加仓 |
| 25 | V | Visa Inc-class A Shares | +0.2% | +268.23% | 加仓 |
| 26 | RACE | Ferrari N.V. | +0.2% | +108.39% | 加仓 |
| 27 | HD | Home Depot Inc | +0.2% | +53542.25% | 加仓 |
| 28 | TSLA | Tesla Inc | +0.2% | +143.81% | 加仓 |
| 29 | FLUT | Flutter Entertainment plc | +0.2% | +339.21% | 加仓 |
| 30 | ZTS | Zoetis Inc | +0.2% | +7608.55% | 加仓 |
| 31 | ECL | Ecolab Inc | +0.2% | +295.22% | 加仓 |
| 32 | RSP | Invesco S&p 500 Equal Weight | -0.2% | EXIT | 清仓 |
| 33 | ULTA | Ulta Beauty Inc | -0.2% | -80.25% | 减仓 |
| 34 | PANW | Palo Alto Networks Inc | -0.2% | -95.12% | 减仓 |
| 35 | MDB | Mongodb Inc | -0.2% | -55.65% | 减仓 |
| 36 | ABBV | Abbvie Inc | -0.3% | -47.18% | 减仓 |
| 37 | DG | Dollar General CORP | -0.3% | -94.68% | 减仓 |
| 38 | IWM | Ishares Russell 2000 ETF | -0.3% | -82.55% | 减仓 |
| 39 | TEAM | Atlassian Corp-cl A | -0.3% | -77.30% | 减仓 |
| 40 | ISRG | Intuitive Surgical Inc | -0.4% | -88.70% | 减仓 |
| 41 | NFLX | Netflix Inc | -0.4% | -41.77% | 减仓 |
| 42 | MU | Micron Technology Inc | -0.4% | -77.91% | 减仓 |
| 43 | XOM | Exxon Mobil CORP | -0.4% | -91.34% | 减仓 |
| 44 | MA | Mastercard Inc - A | -0.4% | -96.81% | 减仓 |
| 45 | LVS | Las Vegas Sands CORP | -0.5% | -61.99% | 减仓 |
| 46 | DHR | Danaher CORP | -0.5% | -34.67% | 减仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | -39.30% | 减仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.6% | -37.47% | 减仓 |
| 49 | PG | Procter & Gamble Co/the | -0.8% | -99.41% | 减仓 |
| 50 | VOO | Vanguard S&p 500 ETF | -1.3% | -99.38% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Marshall Wace, LLP 在 Q2 2024 季度的美股持仓总市值约为 US$1267.0亿，共申报了 2359 个公开持股仓位。
在 Q2 2024 季度，Marshall Wace, LLP 按市值排列的前三大核心持股分别为：IVV (16.4%)、AMZN (3.6%)、MSFT (3.5%)。其中最大持股仓位 IVV 占据整体投资组合约 16.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
GEV
市值: US$4.0亿
本季最大获利了结 / 清仓标的
RSP
前期市值: US$1.5亿
在 Q2 2024 季度中，Marshall Wace, LLP 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 29 个仓位、减仓 18 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 GEV。 本季清仓仓位包含 RSP。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。