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: 0000861177
申报总市值
US$5500.9亿
US$5500.9亿
2794 檔
15.1%
Q2 2024 季度申报显示，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 披露的美股组合总市值为 US$5500.9亿，涵盖 2794 个不同之权益投资仓位。
在 Q2 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 4 个新仓位，并对 32 个既有持股进行加仓（合计增持 36 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, NVDA, AAPL 等）合计占整体申报市值的 15.1%，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 2794 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 | 6.73% | -0.54% | +27.51% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.16% | -0.14% | +1134.31% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.43% | -0.10% | +19.72% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.10% | -0.17% | +20.67% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.37% | +0.20% | +32.61% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.84% | -0.20% | +23.42% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.59% | +0.03% | +18.98% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.55% | +0.22% | +28.96% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.45% | +0.25% | +19.91% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.22% | -0.04% | +29.07% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.92% | +0.07% | +16.29% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | +0.11% | +30.57% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | -0.02% | +27.22% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 0.83% | +1.04% | +30.48% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.79% | -0.09% | +31.01% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | -0.15% | +36.16% | |
| 17 | UBS | UBS Group AG | 股票-金融 | 0.75% | — | — | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 0.75% | -0.07% | +30.35% | |
| 19 | ADBE | Adobe Inc | 股票-科技 | 0.73% | -0.06% | +10.59% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | -0.08% | +22.63% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.07% | +23.09% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.09% | +35.60% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 0.63% | -0.11% | +19.70% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.62% | -0.05% | +39.04% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.58% | +0.53% | +29.65% | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 0.55% | -0.01% | +58.20% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | -0.03% | +25.49% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.29% | +77.00% | |
| 29 | NFLX | Netflix Inc | 股票-通信服务 | 0.54% | -0.28% | +22.95% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.52% | -0.07% | +22.30% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.47% | +0.01% | +9.57% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.47% | +0.25% | +28.95% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.45% | +0.02% | +29.49% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.45% | -0.14% | +36.64% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.06% | +13.25% | |
| 36 | TXN | Texas Instruments Inc | 股票-科技 | 0.43% | +0.10% | +1.30% | |
| 37 | INTU | Intuit Inc | 股票-科技 | 0.42% | -0.12% | +22.00% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.02% | +25.85% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.41% | -0.06% | +26.96% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.41% | +0.69% | +40.37% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.38% | -0.06% | +14.42% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | +0.01% | +31.17% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.37% | — | +24.11% | |
| 44 | ALC | Alcon Inc. | 股票-医疗保健 | 0.36% | -0.01% | — | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.36% | -0.04% | +22.02% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.35% | -0.04% | +30.08% | |
| 47 | MU | Micron Technology Inc | 股票-科技 | 0.35% | +1.20% | +9.87% | |
| 48 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.35% | +0.04% | +27.71% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.35% | — | +5.65% | |
| 50 | SPGI | S&p Global Inc | 股票-金融 | 0.34% | -0.05% | +34.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +1134.31% | 加仓 |
| 2 | AAPL | Apple Inc | +0.9% | +19.72% | 加仓 |
| 3 | UBS | UBS Group AG | +0.8% | NEW | 新建仓 |
| 4 | MSFT | Microsoft CORP | +0.6% | +27.51% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +32.61% | 加仓 |
| 6 | ALC | Alcon Inc. | +0.4% | NEW | 新建仓 |
| 7 | LLY | Eli Lilly & Co | +0.3% | +28.96% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +18.98% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.2% | +19.91% | 加仓 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | NEW | 新建仓 |
| 11 | TSLA | Tesla Inc | +0.2% | +29.07% | 加仓 |
| 12 | XOM | Exxon Mobil CORP | +0.2% | +77.00% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +20.67% | 加仓 |
| 14 | NOW | Servicenow Inc | +0.1% | +58.20% | 加仓 |
| 15 | LOGI | Logitech International S.A. | +0.1% | NEW | 新建仓 |
| 16 | AMAT | Applied Materials Inc | +0.1% | +29.65% | 加仓 |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | +62.68% | 加仓 |
| 18 | COST | Costco Wholesale CORP | +0.1% | +22.63% | 加仓 |
| 19 | WMT | Walmart Inc | +0.1% | +36.64% | 加仓 |
| 20 | QCOM | Qualcomm Inc | +0.1% | +29.49% | 加仓 |
| 21 | BKNG | Booking Holdings Inc | +0.1% | +46.74% | 加仓 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +23.42% | 加仓 |
| 23 | PG | Procter & Gamble Co/the | +0.1% | +35.60% | 加仓 |
| 24 | NFLX | Netflix Inc | +0.1% | +22.95% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +27.22% | 加仓 |
| 26 | MRK | Merck & Co. Inc. | 0% | +39.04% | 加仓 |
| 27 | KO | Coca-cola Co/the | 0% | +25.49% | 加仓 |
| 28 | AMGN | Amgen Inc | 0% | +24.11% | 加仓 |
| 29 | JNJ | Johnson & Johnson | 0% | +36.16% | 加仓 |
| 30 | V | Visa Inc-class A Shares | 0% | +30.57% | 加仓 |
| 31 | ADBE | Adobe Inc | 0% | +10.59% | 加仓 |
| 32 | MA | Mastercard Inc - A | 0% | +31.01% | 加仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +23.09% | 加仓 |
| 34 | UNH | Unitedhealth Group Inc | 0% | +16.29% | 加仓 |
| 35 | AMD | Advanced Micro Devices | -0.1% | +30.48% | 加仓 |
| 36 | HD | Home Depot Inc | -0.1% | +30.35% | 加仓 |
| 37 | APTV | Aptiv PLC | -0.1% | -92.72% | 减仓 |
| 38 | AON | Aon plc | -0.1% | -81.08% | 减仓 |
| 39 | SPG | Simon Property Group Inc | -0.1% | -83.47% | 减仓 |
| 40 | DLR | Digital Realty Trust Inc | -0.2% | -79.45% | 减仓 |
| 41 | WELL | Welltower Inc | -0.2% | -84.02% | 减仓 |
| 42 | MDT | Medtronic plc | -0.2% | -78.13% | 减仓 |
| 43 | EQIX | Equinix Inc | -0.2% | -63.70% | 减仓 |
| 44 | NTES | Netease Inc-adr | -0.2% | -99.25% | 减仓 |
| 45 | ACN | Accenture plc | -0.3% | -68.23% | 减仓 |
| 46 | LIN | Linde plc | -0.4% | -75.02% | 减仓 |
| 47 | PLD | Prologis Inc | -0.4% | -83.01% | 减仓 |
| 48 | PDD | Pdd Holdings Inc | -0.4% | -92.06% | 减仓 |
| 49 | USIG | Ishares Broad Usd Investment | -0.8% | EXIT | 清仓 |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -1.5% | -95.68% | 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 Q2 2024 季度的美股持仓总市值约为 US$5500.9亿，共申报了 2794 个公开持股仓位。
在 Q2 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 (6.7%)、NVDA (6.2%)、AAPL (5.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.7% 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
UBS
市值: US$26.3亿
本季最大获利了结 / 清仓标的
USIG
前期市值: US$22.5亿
在 Q2 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 4 个仓位、加仓 32 个仓位、减仓 13 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 UBS。 本季清仓仓位包含 USIG。
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。