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
2381 檔
19.1%
截至 Q4 2024 季度末，Marshall Wace, LLP 的美股持仓估值约为 US$1267.0亿，全数申报仓位共有 2381 档。
Marshall Wace, LLP 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 17 个全新仓位及加仓 93 档持股的同时，亦同步清仓 13 档并减仓 77 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, AAPL, MSFT 等）合计占整体申报市值的 19.1%，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 2381 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 | 16.71% | +6.55% | +1.93% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.23% | -0.01% | +47.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.27% | -1.82% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.98% | -0.04% | -11.10% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.12% | -0.97% | +15.11% | |
| 6 | TSLA | Tesla Inc | 股票-周期性消费 | 1.87% | -0.02% | +0.30% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.19% | +0.23% | +514.47% | |
| 8 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.95% | -0.15% | +7.59% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | -0.14% | -45.48% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | -0.29% | -51.25% | |
| 11 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 0.76% | -0.06% | -38.43% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.12% | +58.71% | |
| 13 | UBER | Uber Technologies Inc | 股票-工业 | 0.72% | +0.11% | +150.12% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.02% | -23.03% | |
| 15 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.70% | +0.02% | +62.08% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.66% | +0.19% | -80.78% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 0.62% | — | +10.13% | |
| 18 | DASH | Doordash Inc - A | 股票-周期性消费 | 0.56% | -0.02% | +0.58% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 0.54% | -0.23% | +302.40% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.54% | +0.08% | +267.21% | |
| 21 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.52% | -0.14% | +55.70% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.46% | -0.47% | -31.84% | |
| 23 | URI | United Rentals Inc | 股票-工业 | 0.46% | +0.03% | +105.59% | |
| 24 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.45% | -0.07% | +154.62% | |
| 25 | PGR | Progressive CORP | 股票-金融 | 0.44% | -0.04% | EXIT | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.44% | -0.31% | -55.83% | |
| 27 | SO | Southern Co/the | 股票-公用事业 | 0.43% | -0.22% | +325.74% | |
| 28 | CRH | CRH plc | 股票-原材料 | 0.42% | -0.01% | +11.44% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.42% | -0.15% | — | |
| 30 | ALC | Alcon Inc. | 股票-医疗保健 | 0.42% | +0.02% | +15.68% | |
| 31 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.40% | +0.18% | +32.46% | |
| 32 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 0.39% | -0.01% | +784.24% | |
| 33 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.38% | +0.15% | +37.58% | |
| 34 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.38% | -0.01% | +113.49% | |
| 35 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 0.37% | +0.01% | +134.08% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.37% | -0.29% | -56.45% | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.37% | -0.06% | +742.03% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | -0.38% | -40.27% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | +0.31% | +143.24% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.35% | -0.26% | +7.17% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工业 | 0.34% | +0.18% | +12.29% | |
| 42 | OKTA | Okta Inc | 股票-科技 | 0.34% | -0.02% | +35.48% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.34% | +0.59% | +18.64% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.33% | -0.06% | EXIT | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.33% | +0.98% | +21.35% | |
| 46 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.31% | +0.01% | NEW | |
| 47 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.31% | -0.49% | +183.85% | |
| 48 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.31% | — | — | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.30% | -0.03% | +126.78% | |
| 50 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | 0.30% | +0.07% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | +47.32% | 加仓 |
| 2 | UNH | Unitedhealth Group Inc | +1% | +514.47% | 加仓 |
| 3 | TSLA | Tesla Inc | +0.6% | +0.30% | 加仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +1.93% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | +15.11% | 加仓 |
| 6 | NFLX | Netflix Inc | +0.4% | +302.40% | 加仓 |
| 7 | BA | Boeing Co/the | +0.4% | NEW | 新建仓 |
| 8 | CRM | Salesforce Inc | +0.4% | +267.21% | 加仓 |
| 9 | UBER | Uber Technologies Inc | +0.4% | +150.12% | 加仓 |
| 10 | DLTR | Dollar Tree Inc | +0.4% | +784.24% | 加仓 |
| 11 | V | Visa Inc-class A Shares | +0.3% | +58.71% | 加仓 |
| 12 | SCHW | Schwab (charles) CORP | +0.3% | +742.03% | 加仓 |
| 13 | SO | Southern Co/the | +0.3% | +325.74% | 加仓 |
| 14 | AZNN | Astrazeneca Plc-spons Adr | +0.3% | NEW | 新建仓 |
| 15 | CAH | Cardinal Health Inc | +0.3% | +154.62% | 加仓 |
| 16 | STLA | Stellantis N.V. | +0.3% | +72446.01% | 加仓 |
| 17 | USB | US Bancorp | +0.3% | +414.15% | 加仓 |
| 18 | MCK | Mckesson CORP | +0.3% | +59720.33% | 加仓 |
| 19 | ULTA | Ulta Beauty Inc | +0.2% | +10336.69% | 加仓 |
| 20 | RACE | Ferrari N.V. | +0.2% | +62.08% | 加仓 |
| 21 | CSCO | Cisco Systems Inc | +0.2% | +143.24% | 加仓 |
| 22 | EW | Edwards Lifesciences CORP | +0.2% | +55.70% | 加仓 |
| 23 | WMB | Williams Cos Inc | +0.2% | +2303.18% | 加仓 |
| 24 | COF | Capital One Financial CORP | +0.2% | +376.10% | 加仓 |
| 25 | PYPL | Paypal Holdings Inc | +0.2% | +113.49% | 加仓 |
| 26 | SHOP | Shopify Inc - Class A | +0.2% | +423.77% | 加仓 |
| 27 | URI | United Rentals Inc | +0.2% | +105.59% | 加仓 |
| 28 | PINS | Pinterest Inc- Class A | +0.2% | +134.08% | 加仓 |
| 29 | T | At&t Inc | +0.2% | NEW | 新建仓 |
| 30 | HLT | Hilton Worldwide Holdings In | +0.2% | +426.94% | 加仓 |
| 31 | ACGL | Arch Capital Group Ltd. | +0.2% | NEW | 新建仓 |
| 32 | ROKU | Roku Inc | +0.2% | +663.89% | 加仓 |
| 33 | MELI | Mercadolibre Inc | +0.2% | +183.85% | 加仓 |
| 34 | IWM | Ishares Russell 2000 ETF | +0.2% | +155.22% | 加仓 |
| 35 | SE | Sea Ltd-adr | +0.2% | +659.23% | 加仓 |
| 36 | COIN | Coinbase Global Inc -class A | +0.2% | +123.42% | 加仓 |
| 37 | FIVE | Five Below | +0.2% | +85.98% | 加仓 |
| 38 | FXI | Ishares China Large-cap ETF | +0.2% | +844.88% | 加仓 |
| 39 | SRRK | Scholar Rock Holding CORP | +0.2% | +1283.72% | 加仓 |
| 40 | SWKS | Skyworks Solutions Inc | +0.2% | +4364.41% | 加仓 |
| 41 | BKNG | Booking Holdings Inc | +0.1% | +37.58% | 加仓 |
| 42 | INTC | Intel CORP | +0.1% | +126.78% | 加仓 |
| 43 | D | Dominion Energy Inc | +0.1% | +8585.30% | 加仓 |
| 44 | RTX | Rtx CORP | +0.1% | +458.89% | 加仓 |
| 45 | SMCI | Super Micro Computer Inc | +0.1% | +416945.00% | 加仓 |
| 46 | ROP | Roper Technologies Inc | +0.1% | +15719.21% | 加仓 |
| 47 | EPAM | Epam Systems Inc | +0.1% | +126.39% | 加仓 |
| 48 | MDB | Mongodb Inc | +0.1% | NEW | 新建仓 |
| 49 | FND | Floor & Decor Holdings Inc-a | +0.1% | NEW | 新建仓 |
| 50 | VEEV | Veeva Systems Inc-class A | +0.1% | +413.27% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Marshall Wace, LLP 在 Q4 2024 季度的美股持仓总市值约为 US$1267.0亿，共申报了 2381 个公开持股仓位。
在 Q4 2024 季度，Marshall Wace, LLP 按市值排列的前三大核心持股分别为：IVV (16.7%)、AAPL (4.2%)、MSFT (3.1%)。其中最大持股仓位 IVV 占据整体投资组合约 16.7% 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
BA
市值: US$3.5亿
本季最大获利了结 / 清仓标的
GEV
前期市值: US$4.4亿
在 Q4 2024 季度中，Marshall Wace, LLP 共进行了 200 项持仓异动，包含新建仓 17 个仓位、加仓 93 个仓位、减仓 77 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 BA。 本季清仓仓位包含 GEV。
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。