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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001318757
申报总市值
US$1267.0亿
US$1267.0亿
2318 檔
18.5%
Marshall Wace, LLP 在 Q3 2024 季度的美股仓位总计估值为 US$1267.0亿，分散于 2318 个持仓标的之中，反映其市场参与广度与投资规模。
Marshall Wace, LLP 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 101 档持股的同时，亦同步清仓 11 档并减仓 76 档标的。
在资产配置集中度方面，Marshall Wace, LLP 的前 5 大核心持股（包含 IVV, SPY, MSFT 等）合计占整体申报市值的 18.5%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
FERG
市值: US$2.9亿
本季最大获利了结 / 清仓标的
SMCIUSD
前期市值: US$1.8亿
仅显示前 200 大持股（共 2318 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 | 16.27% | +6.55% | +2.88% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.40% | +0.19% | +71.30% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.27% | +5.52% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.89% | -0.04% | -9.57% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.70% | -0.01% | +15.87% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.70% | -0.14% | +104.14% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.68% | -0.97% | -7.77% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.42% | -0.29% | +46.00% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.23% | -0.02% | +207.73% | |
| 10 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 1.16% | -0.06% | +271.20% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | +0.02% | +35.69% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.99% | -0.29% | +16.32% | |
| 13 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.84% | -0.15% | +22.62% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 0.75% | -0.31% | +2000.00% | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.69% | -0.47% | +32.17% | |
| 16 | ADBE | Adobe Inc | 股票-科技 | 0.66% | — | -4.77% | |
| 17 | ACN | Accenture plc | 股票-科技 | 0.56% | -0.16% | +1002.09% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | -0.38% | -20.96% | |
| 19 | GEV | GE Vernova Inc | 股票-工业 | 0.53% | -0.20% | -26.20% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 0.52% | -0.40% | +173.89% | |
| 21 | PGR | Progressive CORP | 股票-金融 | 0.51% | -0.04% | EXIT | |
| 22 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.48% | +0.02% | -5.52% | |
| 23 | DASH | Doordash Inc - A | 股票-周期性消费 | 0.48% | -0.02% | +306.59% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.47% | -0.19% | +1442.34% | |
| 25 | GE | General Electric | 股票-工业 | 0.47% | -0.07% | -16.04% | |
| 26 | WDAY | Workday Inc-class A | 股票-科技 | 0.46% | -0.04% | +101.94% | |
| 27 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.45% | -0.01% | EXIT | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.44% | -0.03% | -12.03% | |
| 29 | ALC | Alcon Inc. | 股票-医疗保健 | 0.43% | +0.02% | +16.04% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.43% | -0.05% | +22.90% | |
| 31 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.43% | -0.05% | +235.20% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.12% | +40.61% | |
| 33 | EFX | Equifax Inc | 股票-工业 | 0.40% | +0.07% | +7.21% | |
| 34 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 0.40% | +0.07% | NEW | |
| 35 | CRH | CRH plc | 股票-原材料 | 0.39% | -0.01% | +73.46% | |
| 36 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.38% | -0.10% | -8.03% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.98% | -30.38% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.37% | -0.26% | +831.79% | |
| 39 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.37% | — | NEW | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.37% | — | -42.60% | |
| 41 | UBER | Uber Technologies Inc | 股票-工业 | 0.36% | +0.11% | +51.53% | |
| 42 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.36% | — | +50.36% | |
| 43 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.35% | +0.18% | — | |
| 44 | UPS | United Parcel Service-cl B | 股票-工业 | 0.33% | +0.18% | -21.71% | |
| 45 | JD | Jd.com Inc-adr | 股票-周期性消费 | 0.33% | — | +379.34% | |
| 46 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.32% | +0.59% | +50.03% | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.31% | +0.03% | +108.57% | |
| 48 | PDD | Pdd Holdings Inc | 股票-周期性消费 | 0.30% | +0.01% | -18.93% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.30% | -0.01% | +22.96% | |
| 50 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.30% | -0.14% | +4900.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | +71.30% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +0.9% | +104.14% | 加仓 |
| 3 | TSLA | Tesla Inc | +0.9% | +207.73% | 加仓 |
| 4 | FLUT | Flutter Entertainment plc | +0.9% | +271.20% | 加仓 |
| 5 | ACN | Accenture plc | +0.5% | +1002.09% | 加仓 |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.4% | +1442.34% | 加仓 |
| 7 | AAPL | Apple Inc | +0.4% | +15.87% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.4% | +2000.00% | 加仓 |
| 9 | DASH | Doordash Inc - A | +0.4% | +306.59% | 加仓 |
| 10 | FERG | Ferguson Enterprises Inc | +0.4% | NEW | 新建仓 |
| 11 | XLV | Ss Health Care Select Sector | +0.3% | +831.79% | 加仓 |
| 12 | PFE | Pfizer Inc | +0.3% | +173.89% | 加仓 |
| 13 | RBLX | Roblox CORP -class A | +0.3% | +235.20% | 加仓 |
| 14 | EW | Edwards Lifesciences CORP | +0.3% | +4900.64% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.3% | +35.69% | 加仓 |
| 16 | JD | Jd.com Inc-adr | +0.3% | +379.34% | 加仓 |
| 17 | PGR | Progressive CORP | +0.3% | +89.46% | 加仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.3% | +46.00% | 加仓 |
| 19 | SW | Smurfit Westrock Plc | +0.3% | NEW | 新建仓 |
| 20 | CAVA | Cava Group Inc | +0.2% | +362.21% | 加仓 |
| 21 | LPLA | Lpl Financial Holdings Inc | +0.2% | NEW | 新建仓 |
| 22 | WDAY | Workday Inc-class A | +0.2% | +101.94% | 加仓 |
| 23 | ISRG | Intuitive Surgical Inc | +0.2% | +485.35% | 加仓 |
| 24 | TXN | Texas Instruments Inc | +0.2% | +460.45% | 加仓 |
| 25 | CRH | CRH plc | +0.2% | +73.46% | 加仓 |
| 26 | COO | Cooper Cos Inc/the | +0.2% | +170.14% | 加仓 |
| 27 | GLD | Spdr Gold Shares | +0.2% | +32.17% | 加仓 |
| 28 | SHW | Sherwin-williams Co/the | +0.2% | +108.57% | 加仓 |
| 29 | DB | Deutsche Bank Aktiengesellschaft | +0.2% | +165.06% | 加仓 |
| 30 | OXY | Occidental Petroleum CORP | +0.2% | +14156.66% | 加仓 |
| 31 | CAH | Cardinal Health Inc | +0.2% | +6048.94% | 加仓 |
| 32 | NOC | Northrop Grumman CORP | +0.2% | +132.91% | 加仓 |
| 33 | BLKCHF | Blackrock Inc | +0.2% | NEW | 新建仓 |
| 34 | DGX | Quest Diagnostics Inc | +0.2% | +429.38% | 加仓 |
| 35 | BSX | Boston Scientific CORP | +0.2% | +22.62% | 加仓 |
| 36 | GDX | Vaneck Gold Miners ETF | +0.2% | +836.64% | 加仓 |
| 37 | FANG | Diamondback Energy Inc | +0.2% | NEW | 新建仓 |
| 38 | LYV | Live Nation Entertainment In | +0.1% | +487.02% | 加仓 |
| 39 | LMT | Lockheed Martin CORP | +0.1% | +89.34% | 加仓 |
| 40 | COR | Cencora Inc | +0.1% | +7161.00% | 加仓 |
| 41 | WOO | Foot Locker Inc | +0.1% | +3407.07% | 加仓 |
| 42 | URI | United Rentals Inc | +0.1% | +76.93% | 加仓 |
| 43 | IQV | Iqvia Holdings Inc | +0.1% | +563.12% | 加仓 |
| 44 | ANETEUR | Arista Networks Inc | +0.1% | +50.36% | 加仓 |
| 45 | ABBV | Abbvie Inc | +0.1% | +50.03% | 加仓 |
| 46 | TRU | Transunion | +0.1% | +66.06% | 加仓 |
| 47 | NET | Cloudflare Inc - Class A | +0.1% | +87.35% | 加仓 |
| 48 | TJX | Tjx Companies Inc | +0.1% | +1110.46% | 加仓 |
| 49 | EQIX | Equinix Inc | +0.1% | +339.45% | 加仓 |
| 50 | ORCL | Oracle CORP | +0.1% | +22.90% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Marshall Wace, LLP 在 Q3 2024 季度的美股持仓总市值约为 US$1267.0亿，共申报了 2318 个公开持股仓位。
在 Q3 2024 季度，Marshall Wace, LLP 按市值排列的前三大核心持股分别为：IVV (16.3%)、SPY (3.4%)、MSFT (3.2%)。其中最大持股仓位 IVV 占据整体投资组合约 16.3% 的权重。
在 Q3 2024 季度中，Marshall Wace, LLP 共进行了 200 项持仓异动，包含新建仓 12 个仓位、加仓 101 个仓位、减仓 76 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 FERG。 本季清仓仓位包含 SMCIUSD。
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。
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。
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。