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
864 檔
17.3%
截至 Q3 2024 季度末，Adage Capital Partners Gp, L.l.c. 的美股持倉估值約為 US$713.2億，全數申報部位共有 864 檔。
Q3 2024 的申報記錄反映 Adage Capital Partners Gp, L.l.c. 的板塊替換策略：機構本季推動了 108 筆增持與 92 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 17.3%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 864 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 | AAPL | Apple Inc | 股票-科技 | 5.84% | +0.16% | +2.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.31% | -0.31% | -1.94% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.01% | +0.22% | -1.45% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.03% | -0.01% | -1.18% | |
| 5 | HES | Hess CORP | 股票-其他 | 2.58% | — | +24.33% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.11% | -0.19% | -0.52% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.62% | +0.30% | -2.03% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | -0.11% | -2.88% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.33% | +0.27% | -5.42% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.30% | -0.14% | +0.21% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.29% | +0.26% | +976.87% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.20% | +0.08% | +8.41% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | -0.03% | -3.99% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | — | -0.91% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.94% | +0.20% | -5.17% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 0.80% | -0.07% | +18.85% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.02% | +9.98% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.04% | +0.69% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.72% | -0.07% | +39.30% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | -0.19% | -0.47% | |
| 21 | MMM | 3m Co | 股票-工業 | 0.64% | +0.14% | +133.88% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.60% | -0.12% | -10.43% | |
| 23 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 0.59% | -0.35% | +8.85% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.59% | -0.09% | +3.75% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.58% | +0.07% | +16.72% | |
| 26 | DOV | Dover CORP | 股票-工業 | 0.56% | +0.16% | +89.33% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | -0.06% | +0.18% | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 0.50% | -0.18% | +1.37% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.06% | +4.23% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | -0.02% | +89.92% | |
| 31 | WM | Waste Management Inc | 股票-工業 | 0.45% | -0.06% | +132.86% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | +0.04% | -5.94% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.43% | -0.12% | -12.68% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.42% | +0.76% | -4.71% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | — | +23.07% | |
| 36 | ADBE | Adobe Inc | 股票-科技 | 0.42% | -0.04% | +8.29% | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.41% | — | +415.60% | |
| 38 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.39% | -0.12% | +1.65% | |
| 39 | MRO* | Marathon Oil CORP | 股票-其他 | 0.39% | — | +154.07% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.39% | +0.11% | -1.18% | |
| 41 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.39% | -0.37% | -7.34% | |
| 42 | LIN | Linde plc | 股票-原物料 | 0.38% | -0.02% | -2.82% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.38% | -0.04% | +82.44% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.37% | -0.23% | -33.46% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.37% | -0.07% | -0.46% | |
| 46 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.36% | -0.09% | -5.77% | |
| 47 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.36% | -0.09% | +186.02% | |
| 48 | AMGN | Amgen Inc | 股票-醫療保健 | 0.34% | +0.05% | +4.04% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.34% | -0.08% | +7.80% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.33% | +0.01% | -14.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +2.35% | 加碼 |
| 2 | MMM | 3m Co | +0.4% | +133.88% | 加碼 |
| 3 | BMY | Bristol-myers Squibb Co | +0.3% | +415.60% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.3% | +8.41% | 加碼 |
| 5 | MCD | Mcdonald's CORP | +0.3% | +39.30% | 加碼 |
| 6 | DOV | Dover CORP | +0.3% | +89.33% | 加碼 |
| 7 | WM | Waste Management Inc | +0.2% | +132.86% | 加碼 |
| 8 | IR | Ingersoll-rand Inc | +0.2% | +421.92% | 加碼 |
| 9 | MRSH | Marsh & Mclennan Cos | +0.2% | +186.02% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.2% | +89.92% | 加碼 |
| 11 | HES | Hess CORP | +0.2% | +24.33% | 加碼 |
| 12 | MRO* | Marathon Oil CORP | +0.2% | +154.07% | 加碼 |
| 13 | HD | Home Depot Inc | +0.2% | +18.85% | 加碼 |
| 14 | RTX | Rtx CORP | +0.2% | +82.44% | 加碼 |
| 15 | EQT | Eqt CORP | +0.2% | NEW | 新建倉 |
| 16 | DHI | Dr Horton Inc | +0.2% | +1354.63% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.2% | -0.52% | 減碼 |
| 18 | CNP | Centerpoint Energy Inc | +0.2% | NEW | 新建倉 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +23.07% | 加碼 |
| 20 | ABBV | Abbvie Inc | +0.1% | +16.72% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.1% | +976.87% | 加碼 |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 23 | MTD | Mettler-toledo International | +0.1% | +696.05% | 加碼 |
| 24 | FISV | Fiserv Inc | +0.1% | +58.68% | 加碼 |
| 25 | MET | Metlife Inc | +0.1% | +215.86% | 加碼 |
| 26 | KEYS | Keysight Technologies In | +0.1% | +252.00% | 加碼 |
| 27 | TDY | Teledyne Technologies Inc | +0.1% | +272.22% | 加碼 |
| 28 | CARR | Carrier Global CORP | +0.1% | NEW | 新建倉 |
| 29 | TT | Trane Technologies plc | +0.1% | +51.58% | 加碼 |
| 30 | SDRL | Seadrill Limited | +0.1% | +129.17% | 加碼 |
| 31 | JNP | Juniper Networks Inc | +0.1% | +359.03% | 加碼 |
| 32 | WVE | Wave Life Sciences Ltd. | +0.1% | +81.11% | 加碼 |
| 33 | FBIN | Fortune Brands Innovations I | +0.1% | +238.24% | 加碼 |
| 34 | CVS | Cvs Health CORP | +0.1% | +231.68% | 加碼 |
| 35 | MDT | Medtronic plc | +0.1% | +40.51% | 加碼 |
| 36 | AAL | American Airlines Group Inc | +0.1% | +709.59% | 加碼 |
| 37 | SLNOEUR | Soleno Therapeutics Inc | +0.1% | +16.40% | 加碼 |
| 38 | AXTA | Axalta Coating Systems Ltd. | +0.1% | +181.33% | 加碼 |
| 39 | KR | Kroger Co | +0.1% | +142.51% | 加碼 |
| 40 | GERN | Geron CORP | +0.1% | +46.39% | 加碼 |
| 41 | ARGX | Argenx Se - Adr | +0.1% | +58.48% | 加碼 |
| 42 | SNY | Sanofi-adr | +0.1% | NEW | 新建倉 |
| 43 | PODD | Insulet CORP | +0.1% | +195.09% | 加碼 |
| 44 | KEL | Kellanova | +0.1% | +351.31% | 加碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.88% | 減碼 |
| 46 | V | Visa Inc-class A Shares | +0.1% | +9.98% | 加碼 |
| 47 | ORCL | Oracle CORP | +0.1% | +4.23% | 加碼 |
| 48 | BAX | Baxter International Inc | +0.1% | +219.85% | 加碼 |
| 49 | THG | Hanover Insurance Group Inc/ | +0.1% | NEW | 新建倉 |
| 50 | ROST | Ross Stores Inc | +0.1% | +96.40% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Adage Capital Partners Gp, L.l.c. 在 Q3 2024 季度的美股持倉總市值約為 US$713.2億，共申報了 864 個公開持股部位。
在 Q3 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：AAPL (5.8%)、MSFT (5.3%)、NVDA (5.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.8% 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
EQT
市值: US$9661.7萬
本季最大獲利了結 / 清倉標的
DE
前期市值: US$1.2億
在 Q3 2024 季度中，Adage Capital Partners Gp, L.l.c. 共進行了 200 項持倉異動，包含新建倉 24 個部位、加碼 84 個部位、減碼 78 個部位以及清倉 14 個部位。 其中最大新建倉標的為 EQT。 本季清倉部位包含 DE。
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。