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
860 檔
17.0%
在 Q2 2024 申報期間，Adage Capital Partners Gp, L.l.c.（CIK: 0001165408）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$713.2億，共持有 860 個公開申報部位。
觀察 Q2 2024 的資金脈絡，Adage Capital Partners Gp, L.l.c. 在獲利結算 4 檔個股的同時，將資本重新部署至 5 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AAPL）累計市值佔比達 17.0%，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。
僅顯示前 200 大持股（共 860 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 | 5.90% | -0.31% | -0.61% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.42% | +0.22% | +870.79% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.41% | +0.16% | -0.49% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.34% | -0.01% | -8.50% | |
| 5 | HES | Hess CORP | 股票-其他 | 2.36% | — | +58.39% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.96% | -0.19% | -3.43% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | +0.30% | -2.55% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.61% | +0.27% | -0.07% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.39% | -0.14% | -0.17% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.35% | -0.11% | -0.64% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | +0.26% | -5.62% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | -0.03% | +65.74% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | — | -2.89% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.90% | +0.20% | +14.57% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 0.87% | +0.08% | -8.51% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.73% | -0.13% | -6.06% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +0.02% | -1.59% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | -0.19% | -15.86% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | -0.04% | -3.79% | |
| 20 | COP | Conocophillips | 股票-能源 | 0.63% | -0.23% | -3.92% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.60% | -0.07% | +4.01% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.59% | -0.12% | +30.78% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.57% | -0.09% | +67.67% | |
| 24 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 0.53% | -0.35% | +1.06% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 0.49% | -0.18% | -7.23% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.48% | -0.12% | -0.34% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | +0.04% | -3.43% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | -0.06% | -4.64% | |
| 29 | CSX | Csx CORP | 股票-工業 | 0.47% | -0.31% | -1.69% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.76% | +0.62% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.45% | +0.07% | -41.00% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | -0.07% | +34.19% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.44% | -0.04% | -5.33% | |
| 34 | UBER | Uber Technologies Inc | 股票-工業 | 0.40% | -0.03% | +29.17% | |
| 35 | HUBB | Hubbell Inc | 股票-工業 | 0.40% | -0.04% | +176.82% | |
| 36 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.40% | -0.37% | -15.60% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.39% | -0.06% | -15.72% | |
| 38 | LIN | Linde plc | 股票-原物料 | 0.37% | -0.02% | -3.11% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.37% | +0.05% | -5.26% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | -0.02% | -5.33% | |
| 41 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.37% | -0.09% | -9.32% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.37% | +0.11% | +1.11% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.36% | -0.12% | -15.45% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.36% | -0.06% | -7.50% | |
| 45 | DHR | Danaher CORP | 股票-醫療保健 | 0.36% | +0.01% | +5.53% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.33% | +0.05% | +38.16% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.33% | -0.07% | -3.62% | |
| 48 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.33% | -0.14% | +30.82% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.32% | -0.06% | -2.88% | |
| 50 | GE | General Electric | 股票-工業 | 0.32% | +0.01% | +178.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +870.79% | 加碼 |
| 2 | AAPL | Apple Inc | +0.9% | -0.49% | 減碼 |
| 3 | HES | Hess CORP | +0.8% | +58.39% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.4% | +65.74% | 加碼 |
| 5 | COST | Costco Wholesale CORP | +0.3% | +67.67% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.55% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -0.07% | 減碼 |
| 8 | HUBB | Hubbell Inc | +0.2% | +176.82% | 加碼 |
| 9 | CB | Chubb Limited | +0.2% | +344.95% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.2% | -0.61% | 減碼 |
| 11 | CHRD | Chord Energy CORP | +0.2% | NEW | 新建倉 |
| 12 | GE | General Electric | +0.2% | +178.68% | 加碼 |
| 13 | WMT | Walmart Inc | +0.2% | +30.78% | 加碼 |
| 14 | PH | Parker Hannifin CORP | +0.2% | +163.07% | 加碼 |
| 15 | NOC | Northrop Grumman CORP | +0.2% | NEW | 新建倉 |
| 16 | LLY | Eli Lilly & Co | +0.2% | -0.17% | 減碼 |
| 17 | WM | Waste Management Inc | +0.2% | +315.11% | 加碼 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | 新建倉 |
| 19 | INSM | Insmed Inc | +0.2% | +430.00% | 加碼 |
| 20 | ASND | Ascendis Pharma A/S | +0.2% | +291.63% | 加碼 |
| 21 | MRO* | Marathon Oil CORP | +0.1% | +549.82% | 加碼 |
| 22 | KKR | Kkr & Co Inc | +0.1% | +1486.80% | 加碼 |
| 23 | RNAGBP | Avidity Biosciences Inc | +0.1% | +41.54% | 加碼 |
| 24 | AVGO | Broadcom Inc | +0.1% | -5.62% | 減碼 |
| 25 | AZEK | Azek Co Inc/the | +0.1% | +240.00% | 加碼 |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | +14.57% | 加碼 |
| 27 | AKX | Ansys Inc | +0.1% | +126.19% | 加碼 |
| 28 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 29 | AMGN | Amgen Inc | +0.1% | +38.16% | 加碼 |
| 30 | LULU | Lululemon Athletica Inc | +0.1% | +175.07% | 加碼 |
| 31 | HCP2EUR | Hashicorp Inc-cl A | +0.1% | NEW | 新建倉 |
| 32 | CVS | Cvs Health CORP | -0.1% | -67.83% | 減碼 |
| 33 | EW | Edwards Lifesciences CORP | -0.1% | -49.79% | 減碼 |
| 34 | TEL | TE Connectivity plc | -0.1% | -77.31% | 減碼 |
| 35 | EQT | Eqt CORP | -0.1% | EXIT | 清倉 |
| 36 | EYPT | Eyepoint Inc | -0.1% | -24.49% | 減碼 |
| 37 | AR | Antero Resources CORP | -0.1% | -66.93% | 減碼 |
| 38 | BLD | Topbuild CORP | -0.1% | -64.59% | 減碼 |
| 39 | AME | Ametek Inc | -0.1% | -34.16% | 減碼 |
| 40 | DOV | Dover CORP | -0.1% | -29.60% | 減碼 |
| 41 | PG | Procter & Gamble Co/the | -0.1% | -15.86% | 減碼 |
| 42 | HON | Honeywell International Inc | -0.1% | -48.47% | 減碼 |
| 43 | BA | Boeing Co/the | -0.1% | -32.55% | 減碼 |
| 44 | LMT | Lockheed Martin CORP | -0.2% | -55.11% | 減碼 |
| 45 | TRV | Travelers Cos Inc/the | -0.2% | EXIT | 清倉 |
| 46 | ERFGBP | Enerplus CORP | -0.2% | EXIT | 清倉 |
| 47 | RBA | Rb Global Inc | -0.3% | -52.77% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.4% | -41.00% | 減碼 |
| 49 | EMR | Emerson Electric Co | -0.5% | -61.40% | 減碼 |
| 50 | PXDEUR | Pioneer Natural Resources Co | -0.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Adage Capital Partners Gp, L.l.c. 在 Q2 2024 季度的美股持倉總市值約為 US$713.2億，共申報了 860 個公開持股部位。
在 Q2 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 (5.9%)、NVDA (5.4%)、AAPL (5.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.9% 的權重。
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。
本季最大新建倉標的
CHRD
市值: US$1.0億
本季最大獲利了結 / 清倉標的
PXDEUR
前期市值: US$2.8億
在 Q2 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 5 個部位、加碼 20 個部位、減碼 21 個部位以及清倉 4 個部位。 其中最大新建倉標的為 CHRD。 本季清倉部位包含 PXDEUR。
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。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
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。