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: 0000861177
申报总市值
US$5500.9亿
US$5500.9亿
2520 檔
10.3%
根据最新整理的 13F 季度数据集，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 于 Q1 2024 结束时的管理资产规模为 US$5500.9亿。该机构在本季度申报了 2520 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 27 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 10.3%，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
IEFA
市值: US$42.5亿
本季最大获利了结 / 清仓标的
SPLKCHF
前期市值: US$2.0亿
仅显示前 200 大持股（共 2520 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 | MSFT | Microsoft CORP | 股票-科技 | 6.15% | -0.54% | +0.05% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.57% | -0.10% | -0.07% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.53% | -0.14% | +2.43% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.97% | -0.17% | +1.19% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.83% | +0.20% | +2.77% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.78% | -0.20% | +2.36% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.51% | -0.03% | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.37% | +0.03% | +6.10% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.28% | +0.22% | +2.70% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.24% | +0.25% | -2.43% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.04% | -0.04% | +7.41% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.96% | +0.07% | -6.98% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 0.88% | +1.04% | +11.20% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.11% | -1.80% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.02% | -1.66% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.82% | -0.09% | -3.48% | |
| 17 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.80% | -0.02% | — | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 0.80% | -0.07% | -8.69% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 0.76% | -0.11% | -8.27% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | -0.07% | +3.12% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 0.75% | -0.06% | -7.34% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | -0.15% | -6.45% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | -0.08% | +16.81% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.59% | -0.05% | -0.97% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | -0.09% | -14.84% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.57% | +0.01% | -1.01% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.56% | -0.07% | -4.76% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.52% | -0.03% | -0.86% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.51% | +0.69% | +16.38% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | -0.06% | +6.66% | |
| 31 | NFLX | Netflix Inc | 股票-通信服务 | 0.49% | -0.28% | -8.62% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.48% | +0.53% | -4.47% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.25% | +0.26% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.47% | +0.10% | +0.90% | |
| 35 | PDD | Pdd Holdings Inc | 股票-周期性消费 | 0.46% | -0.06% | -7.42% | |
| 36 | LIN | Linde plc | 股票-原材料 | 0.46% | -0.36% | +8.82% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.44% | -0.24% | +4.87% | |
| 38 | PLD | Prologis Inc | 股票-房地产 | 0.44% | -0.03% | -8.26% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.43% | -0.06% | -2.56% | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.42% | -0.01% | -4.42% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.42% | -0.12% | +1.54% | |
| 42 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.40% | -0.06% | +0.23% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | +0.01% | +5.62% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.29% | -1.14% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | -0.02% | -4.42% | |
| 46 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.37% | -0.08% | +11.90% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.37% | +0.02% | -17.59% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.36% | — | -5.92% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.36% | -0.14% | +153.04% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.35% | +1.20% | -2.92% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +2.43% | 加仓 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +1.5% | NEW | 新建仓 |
| 3 | USIG | Ishares Broad Usd Investment | +0.8% | NEW | 新建仓 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +2.36% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.3% | +2.70% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.19% | 加仓 |
| 7 | AMD | Advanced Micro Devices | +0.2% | +11.20% | 加仓 |
| 8 | DIS | Walt Disney Co/the | +0.1% | +6.66% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +16.81% | 加仓 |
| 10 | ISRG | Intuitive Surgical Inc | +0.1% | +27.51% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.1% | +0.05% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.12% | 加仓 |
| 13 | APO | Apollo Global Management Inc | +0.1% | +97.70% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.1% | -2.43% | 减仓 |
| 15 | MU | Micron Technology Inc | +0.1% | -2.92% | 减仓 |
| 16 | CAT | Caterpillar Inc | +0.1% | +8.95% | 加仓 |
| 17 | LRCXEUR | Lam Research CORP | +0.1% | +8.82% | 加仓 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -0.97% | 减仓 |
| 19 | LIN | Linde plc | +0.1% | +8.82% | 加仓 |
| 20 | LOW | Lowe's Cos Inc | +0.1% | +11.90% | 加仓 |
| 21 | GE | General Electric | +0.1% | +0.65% | 加仓 |
| 22 | PGR | Progressive CORP | +0.1% | +4.75% | 加仓 |
| 23 | ANETEUR | Arista Networks Inc | +0.1% | +22.50% | 加仓 |
| 24 | COO | Cooper Cos Inc/the | +0.1% | NEW | 新建仓 |
| 25 | DVN | Devon Energy CORP | +0.1% | +66.46% | 加仓 |
| 26 | SMCIUSD | Super Micro Computer Inc | +0.1% | +3.15% | 加仓 |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +6.10% | 加仓 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -1.66% | 减仓 |
| 29 | AMAT | Applied Materials Inc | 0% | -4.47% | 减仓 |
| 30 | IBM | Intl Business Machines CORP | 0% | +5.62% | 加仓 |
| 31 | ABBV | Abbvie Inc | 0% | -1.01% | 减仓 |
| 32 | CDNS | Cadence Design Sys Inc | 0% | +7.66% | 加仓 |
| 33 | SNPS | Synopsys Inc | 0% | +12.38% | 加仓 |
| 34 | KEYS | Keysight Technologies In | 0% | +42.37% | 加仓 |
| 35 | NFLX | Netflix Inc | 0% | -8.62% | 减仓 |
| 36 | ORCL | Oracle CORP | 0% | -2.56% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | 0% | -1.14% | 减仓 |
| 38 | GOOGL | Alphabet Inc-cl A | — | +2.77% | 加仓 |
| 39 | MA | Mastercard Inc - A | 0% | -3.48% | 减仓 |
| 40 | COO | The Cooper Companies, Inc. | -0.1% | EXIT | 清仓 |
| 41 | CP | Canadian Pacific Kansas City | -0.1% | EXIT | 清仓 |
| 42 | BA | Boeing Co/the | -0.1% | -8.23% | 减仓 |
| 43 | SPLKCHF | Splunk Inc | -0.1% | EXIT | 清仓 |
| 44 | PLD | Prologis Inc | -0.1% | -8.26% | 减仓 |
| 45 | MCD | Mcdonald's CORP | -0.1% | -13.82% | 减仓 |
| 46 | PDD | Pdd Holdings Inc | -0.2% | -7.42% | 减仓 |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -6.98% | 减仓 |
| 48 | ADBE | Adobe Inc | -0.3% | -7.34% | 减仓 |
| 49 | TSLA | Tesla Inc | -0.5% | +7.41% | 加仓 |
| 50 | AAPL | Apple Inc | -1.1% | -0.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 在 Q1 2024 季度的美股持仓总市值约为 US$5500.9亿，共申报了 2520 个公开持股仓位。
在 Q1 2024 季度，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 按市值排列的前三大核心持股分别为：MSFT (6.2%)、AAPL (4.6%)、NVDA (4.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.2% 的权重。
在 Q1 2024 季度中，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 27 个仓位、减仓 17 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 IEFA。 本季清仓仓位包含 SPLKCHF。
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。