MS

Morgan Stanley

分散型投資策略長期持有型趨勢追蹤型

申報總市值

US$1.7兆

申報季度: 2026-03-31 · 持股檔數: 45985

MORGAN STANLEY在最新一期 13F 報告中揭露了 45985 項持股，申報期為 2026-03-31，總持股市值約為 US$1.7兆，季度換手率為 15.9%。

機構性格雪花圖

集中度
2.83
持倉穩定性
15.91
動能／逆勢
66.9
產業集中度
59.44
多樣化
100
倉位均衡度
24.13

近期動向

  • 減碼 MSFT

    +3.0%　-US$124.0億

  • 加碼 SPY

    +38.1%　US$63.4億

  • 加碼 XOM

    -3.7%　US$32.1億

  • 加碼 IWM

    +73.8%　US$31.7億

  • 減碼 GOOGL

    -0.7%　-US$33.4億

  • 減碼 META

    +1.4%　-US$30.0億

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 8287 大持股（共 45985 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AAPLApple INC股票-科技3.74%—+6.07%
2NVDANvidia CORP股票-科技3.60%—+5.94%
3MSFTMicrosoft CORP股票-科技2.79%-0.71%+3.02%
4AMZNAmazon.com INC股票-循環性消費2.18%-0.05%+7.64%
5GOOGLAlphabet Inc-cl A股票-通訊服務2.10%-0.18%-0.69%
6SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.59%+0.40%+38.12%
7AVGOBroadcom INC股票-科技1.42%-0.09%+4.07%
8METAMeta Platforms Inc-class A股票-通訊服務1.31%-0.17%+1.40%
9GOOGAlphabet Inc-cl C股票-通訊服務1.24%-0.11%-0.24%
10JPMJpmorgan Chase & Co股票-金融1.21%-0.07%+3.25%
11IVVIshares Core S&p 500 ETFETF-大型股與成長0.92%-0.06%-2.69%
12TSLATesla INC股票-循環性消費0.88%-0.08%+9.49%
13VOOVanguard S&p 500 ETFETF-大型股與成長0.88%—-0.82%
14LLYEli Lilly & Co股票-醫療保健0.86%-0.14%-1.00%
15VVisa Inc-class A Shares股票-金融0.84%-0.14%-1.88%
16BRK-BBerkshire Hathaway Inc-cl B股票-其他0.78%—+2.19%
17IWFIshares Russell 1000 GrowthETF-其他0.76%—+7.70%
18QQQInvesco Qqq Trust Series 1ETF-科技型0.75%+0.16%+34.25%
19XOMExxon Mobil CORP股票-能源0.73%+0.20%-3.68%
20JNJJohnson & Johnson股票-醫療保健0.66%+0.09%-3.46%
21WMTWalmart INC股票-非循環性消費0.64%+0.08%+1.94%
22COSTCostco Wholesale CORP股票-非循環性消費0.59%+0.10%+3.94%
23NFLXNetflix INC股票-通訊服務0.57%+0.09%+16.01%
24IEFAIshares Core Msci Eafe ETFETF-其他0.57%—+0.26%
25BNDVanguard Total Bond MarketETF-其他0.55%—+0.07%
26IWDIshares Russell 1000 Value EETF-其他0.54%—+6.46%
27IEMGIshares Core Msci EmergingETF-新興市場0.53%+0.12%+22.83%
28ABBVAbbvie INC股票-醫療保健0.50%—-5.06%
29CVXChevron CORP股票-能源0.46%+0.13%+1.49%
30MAMastercard INC - A股票-金融0.46%-0.09%-5.51%
31IWMIshares Russell 2000 ETFETF-中小型股0.44%+0.19%+73.83%
32HDHome Depot INC股票-循環性消費0.44%—+1.16%
33PGProcter & Gamble Co/the股票-非循環性消費0.43%—+0.80%
34KOCoca-cola Co/the股票-非循環性消費0.42%—-1.40%
35VTVVanguard Value ETFETF-其他0.40%—+1.43%
36RSPInvesco S&p 500 Equal WeightETF-大型股與成長0.39%—+8.96%
37VUGVanguard Growth ETFETF-其他0.39%—+3.32%
38CSCOCisco Systems INC股票-科技0.36%—+3.19%
39NEENextera Energy INC股票-公用事業0.36%—-1.40%
40CRMSalesforce INC股票-科技0.36%—+66.63%
41RTXRtx CORP股票-工業0.35%—+1.14%
42GSGoldman Sachs Group INC股票-金融0.35%—-8.66%
43MRKMerck & Co. INC.股票-醫療保健0.35%+0.07%+5.98%
44MUMicron Technology INC股票-科技0.34%+0.06%+2.72%
45AMGNAmgen INC股票-醫療保健0.34%—+0.58%
46GEVGE Vernova INC股票-工業0.33%+0.10%+5.21%
47UBERUber Technologies INC股票-工業0.33%-0.06%-3.90%
48VEAVanguard Ftse Developed ETFETF-其他0.33%—-6.49%
49TMOThermo Fisher Scientific INC股票-醫療保健0.32%-0.09%-8.67%
50CATCaterpillar INC股票-工業0.32%+0.08%+6.00%
1–50 of 8,287

本季持股變動

Morgan Stanley 在 2026-03-31 最顯著的持倉異動： 新建倉: AstraZeneca PLC (AZN); 清倉: Astrazeneca Plc-spons Adr (AZNN); 加碼: Microsoft CORP (MSFT) — 股數 +3.02%; 加碼: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股數 +38.12%; 減碼: Exxon Mobil CORP (XOM) — 股數 -3.68%.

Morgan Stanley 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SPYSs Spdr S&p 500 ETF Trust-us+0.4%+38.12%加碼
2XOMExxon Mobil CORP+0.2%-3.68%減碼
3IWMIshares Russell 2000 ETF+0.2%+73.83%加碼
4QQQInvesco Qqq Trust Series 1+0.2%+34.25%加碼
5CVXChevron CORP+0.1%+1.49%加碼
6IEMGIshares Core Msci Emerging+0.1%+22.83%加碼
7COSTCostco Wholesale CORP+0.1%+3.94%加碼
8GEVGE Vernova INC+0.1%+5.21%加碼
9NFLXNetflix INC+0.1%+16.01%加碼
10JNJJohnson & Johnson+0.1%-3.46%減碼
11WMTWalmart INC+0.1%+1.94%加碼
12CATCaterpillar INC+0.1%+6.00%加碼
13SMHVaneck Semiconductor ETF+0.1%+105.56%加碼
14SNDKSandisk CORP+0.1%-4.41%減碼
15MRKMerck & Co. INC.+0.1%+5.98%加碼
16AMATApplied Materials INC+0.1%+3.25%加碼
17VZVerizon Communications INC+0.1%+13.96%加碼
18MUMicron Technology INC+0.1%+2.72%加碼
19AMZNAmazon.com INC-0.1%+7.64%加碼
20BKNGBooking Holdings INC-0.1%-9.55%減碼
21INTUIntuit INC-0.1%+11.53%加碼
22IVVIshares Core S&p 500 ETF-0.1%-2.69%減碼
23NOWServicenow INC-0.1%+2.70%加碼
24UBERUber Technologies INC-0.1%-3.90%減碼
25AXPAmerican Express Co-0.1%-2.96%減碼
26ORCLOracle CORP-0.1%+7.40%加碼
27SPGIS&p Global INC-0.1%-5.10%減碼
28ROPRoper Technologies INC-0.1%-52.98%減碼
29BXBlackstone INC-0.1%-1.12%減碼
30SHOPShopify INC - Class A-0.1%-6.61%減碼
31JPMJpmorgan Chase & Co-0.1%+3.25%加碼
32UNHUnitedhealth Group INC-0.1%-5.23%減碼
33SPYMSte Str Spdr Pt S&p 500 ETF-0.1%-44.10%減碼
34AJGArthur J Gallagher & Co-0.1%-47.82%減碼
35TSLATesla INC-0.1%+9.49%加碼
36ABTAbbott Laboratories-0.1%-18.04%減碼
37ADPAutomatic Data Processing-0.1%-38.21%減碼
38AVGOBroadcom INC-0.1%+4.07%加碼
39MAMastercard INC - A-0.1%-5.51%減碼
40TMOThermo Fisher Scientific INC-0.1%-8.67%減碼
41APPApplovin Corp-class A-0.1%+0.78%加碼
42GOOGAlphabet Inc-cl C-0.1%-0.24%減碼
43DASHDoordash INC - A-0.1%-17.29%減碼
44LLYEli Lilly & Co-0.1%-1.00%減碼
45VVisa Inc-class A Shares-0.1%-1.88%減碼
46METAMeta Platforms Inc-class A-0.2%+1.40%加碼
47GOOGLAlphabet Inc-cl A-0.2%-0.69%減碼
48MSFTMicrosoft CORP-0.7%+3.02%加碼
49AZNAstraZeneca PLC—NEW新建倉
50AZNNAstrazeneca Plc-spons Adr—EXIT清倉

FAQ

Morgan Stanley 是什麼機構？屬於哪種投資人類型？
Morgan Stanley 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.7兆，分佈在 45985 個已申報部位之中。
Morgan Stanley 目前前幾大持股有哪些？
根據最新 13F 申報，Morgan Stanley 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$620.5億 (3.7%) 2. Nvidia CORP (NVDA) — US$598.1億 (3.6%) 3. Microsoft CORP (MSFT) — US$462.3億 (2.8%) 4. Amazon.com INC (AMZN) — US$362.2億 (2.2%) 5. Alphabet Inc-cl A (GOOGL) — US$347.8億 (2.1%)
Morgan Stanley 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Morgan Stanley 共進行了 50 項顯著調整：新建倉 1 個部位、加碼 25 個既有持股、減碼 23 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: AstraZeneca PLC (AZN); 清倉: Astrazeneca Plc-spons Adr (AZNN); 加碼: Microsoft CORP (MSFT) — 股數 +3.02%; 加碼: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股數 +38.12%; 減碼: Exxon Mobil CORP (XOM) — 股數 -3.68%
Morgan Stanley 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Morgan Stanley 的主要板塊分佈如下： • Information Technology: 36.6% • Communication Services: 13.4% • Financials: 12.2% • Consumer Discretionary: 11.2% • Health Care: 10.5% • Industrials: 5.9%