13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001165408
申報總市值
US$713.2億
US$713.2億
861 檔
14.7%
Adage Capital Partners Gp, L.l.c. 在 Q1 2024 季度的美股部位總計估值為 US$713.2億，分散於 861 個持倉標的之中，反映其市場參與廣度與投資規模。
Adage Capital Partners Gp, L.l.c. 於 Q1 2024 展現出進攻型調倉步調，本季推動了 3 檔股票的新建倉與 26 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, NVDA）累計市值佔比達 14.7%，是驅動 Adage Capital Partners Gp, L.l.c. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
TEL
市值: US$8029.5萬
本季最大獲利了結 / 清倉標的
CP
前期市值: US$2.3億
僅顯示前 200 大持股（共 861 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 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 5.69% | -0.31% | -0.47% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.51% | +0.16% | +2.30% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.17% | +0.22% | -0.25% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.47% | -0.01% | +5.19% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.99% | -0.19% | +0.57% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.65% | +0.30% | +1.90% | |
| 7 | HES | Hess CORP | 股票-其他 | 1.57% | — | +25.89% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.11% | -3.04% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.37% | +0.27% | +1.32% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | -0.14% | -10.30% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | — | +1.00% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | +0.26% | +4.99% | |
| 13 | TSLA | Tesla Inc | 股票-循環性消費 | 0.87% | +0.08% | -1.07% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.84% | -0.13% | +78.05% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.83% | +0.07% | +1.17% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.81% | -0.19% | -13.08% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.79% | -0.04% | -4.96% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.78% | +0.20% | +0.55% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.02% | -4.31% | |
| 20 | COP | Conocophillips | 股票-能源 | 0.75% | -0.23% | -4.94% | |
| 21 | EMR | Emerson Electric Co | 股票-工業 | 0.74% | -0.01% | -2.13% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.03% | +3.05% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.66% | -0.07% | -15.48% | |
| 24 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 0.62% | -0.35% | -0.73% | |
| 25 | RBA | Rb Global Inc | 股票-工業 | 0.59% | -0.30% | +2.90% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.58% | -0.12% | -6.07% | |
| 27 | CSX | Csx CORP | 股票-工業 | 0.55% | -0.31% | +306.11% | |
| 28 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.53% | — | -4.10% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | +0.76% | -0.28% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | -0.06% | +16.42% | |
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 0.49% | -0.18% | +6.09% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | +0.04% | +1.00% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.46% | -0.12% | +5.08% | |
| 34 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.43% | -0.37% | +5.28% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 0.43% | -0.04% | +10.11% | |
| 36 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.42% | -0.06% | +4.84% | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.42% | -0.02% | +1.04% | |
| 38 | DOV | Dover CORP | 股票-工業 | 0.42% | +0.16% | -34.84% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.06% | +0.67% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.42% | -0.06% | -3.32% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.41% | -0.12% | +175.05% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.40% | -0.07% | +0.89% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.39% | +0.11% | +3.05% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | -0.02% | +0.14% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.38% | -0.07% | +11.88% | |
| 46 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.37% | -0.09% | +16.23% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.36% | -0.04% | +63.13% | |
| 48 | DHR | Danaher CORP | 股票-醫療保健 | 0.35% | +0.01% | -11.14% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.34% | +0.03% | -8.08% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.34% | +0.05% | -2.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -0.25% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.4% | +5.19% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +0.57% | 加碼 |
| 4 | MRK | Merck & Co. Inc. | +0.4% | +78.05% | 加碼 |
| 5 | CSX | Csx CORP | +0.4% | +306.11% | 加碼 |
| 6 | HES | Hess CORP | +0.3% | +25.89% | 加碼 |
| 7 | LMT | Lockheed Martin CORP | +0.2% | +172.53% | 加碼 |
| 8 | JANX | Janux Therapeutics Inc | +0.2% | +104.77% | 加碼 |
| 9 | EW | Edwards Lifesciences CORP | +0.2% | +181.82% | 加碼 |
| 10 | TEL | TE Connectivity plc | +0.2% | NEW | 新建倉 |
| 11 | SYK | Stryker CORP | +0.1% | +142.06% | 加碼 |
| 12 | MCK | Mckesson CORP | +0.1% | +225.37% | 加碼 |
| 13 | VMC | Vulcan Materials Co | +0.1% | +880.47% | 加碼 |
| 14 | PH | Parker Hannifin CORP | +0.1% | +5386.41% | 加碼 |
| 15 | PRAX | Praxis Precision Medicines I | +0.1% | +88.59% | 加碼 |
| 16 | TOL | Toll Brothers Inc | +0.1% | +909.09% | 加碼 |
| 17 | AVGO | Broadcom Inc | +0.1% | +4.99% | 加碼 |
| 18 | DYN | Dyne Therapeutics Inc | +0.1% | NEW | 新建倉 |
| 19 | ELV | Elevance Health Inc | +0.1% | +62.24% | 加碼 |
| 20 | SRPT | Sarepta Therapeutics Inc | +0.1% | NEW | 新建倉 |
| 21 | PCAR | Paccar Inc | +0.1% | +756.81% | 加碼 |
| 22 | LLY | Eli Lilly & Co | +0.1% | -10.30% | 減碼 |
| 23 | CINF | Cincinnati Financial CORP | +0.1% | +74.70% | 加碼 |
| 24 | NFLX | Netflix Inc | +0.1% | +6.09% | 加碼 |
| 25 | NSC | Norfolk Southern CORP | +0.1% | +89.62% | 加碼 |
| 26 | MSFT | Microsoft CORP | +0.1% | -0.47% | 減碼 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +1.00% | 加碼 |
| 28 | ABBV | Abbvie Inc | +0.1% | +1.17% | 加碼 |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +3.05% | 加碼 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.04% | 減碼 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +1.90% | 加碼 |
| 32 | GOOG | Alphabet Inc-cl C | — | +1.32% | 加碼 |
| 33 | ES | Eversource Energy | -0.1% | EXIT | 清倉 |
| 34 | MMM | 3m Co | -0.1% | -46.66% | 減碼 |
| 35 | SPLKCHF | Splunk Inc | -0.1% | EXIT | 清倉 |
| 36 | ZTS | Zoetis Inc | -0.1% | -88.69% | 減碼 |
| 37 | CBAYUSD | Cymabay Therapeutics Inc | -0.1% | EXIT | 清倉 |
| 38 | GE | General Electric | -0.1% | -62.32% | 減碼 |
| 39 | PFE | Pfizer Inc | -0.2% | -60.04% | 減碼 |
| 40 | XYL | Xylem Inc | -0.2% | -59.09% | 減碼 |
| 41 | MDT | Medtronic plc | -0.2% | -60.14% | 減碼 |
| 42 | DHI | Dr Horton Inc | -0.2% | -93.15% | 減碼 |
| 43 | DOV | Dover CORP | -0.2% | -34.84% | 減碼 |
| 44 | DPZ | Domino's Pizza Inc | -0.2% | -69.89% | 減碼 |
| 45 | DE | Deere & Co | -0.2% | -52.08% | 減碼 |
| 46 | HON | Honeywell International Inc | -0.3% | -42.70% | 減碼 |
| 47 | AMGN | Amgen Inc | -0.4% | -57.14% | 減碼 |
| 48 | CP | Canadian Pacific Kansas City | -0.5% | EXIT | 清倉 |
| 49 | TSLA | Tesla Inc | -0.5% | -1.07% | 減碼 |
| 50 | AAPL | Apple Inc | -0.9% | +2.30% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Adage Capital Partners Gp, L.l.c. 在 Q1 2024 季度的美股持倉總市值約為 US$713.2億，共申報了 861 個公開持股部位。
在 Q1 2024 季度，Adage Capital Partners Gp, L.l.c. 按市值排列的前三大核心持股分別為：MSFT (5.7%)、AAPL (4.5%)、NVDA (4.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.7% 的權重。
在 Q1 2024 季度中，Adage Capital Partners Gp, L.l.c. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 26 個部位、減碼 17 個部位以及清倉 4 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 CP。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。