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: 0000070858
申報總市值
US$1.6兆
US$1.6兆
7237 檔
10.0%
Q4 2024 季度申報顯示，Bank Of America CORP /de/ 揭露的美股組合總市值為 US$1.6兆，涵蓋 7237 個不同之權益投資部位。
在 Q4 2024，Bank Of America CORP /de/ 展現出較為審慎的避險與獲利了結姿態。本季共減碼 121 個部位並完全清倉 4 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, NVDA, MSFT）占據了總市值的 10.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 7237 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 | 3.16% | +0.14% | +55.34% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | +0.08% | -16.97% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -0.15% | -5.94% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.39% | +0.07% | +2.86% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.33% | -0.05% | -11.37% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 1.71% | — | +1.65% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.58% | +0.15% | +40.75% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 1.50% | +0.12% | -0.80% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.31% | -0.06% | -6.30% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.30% | +0.16% | -10.70% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.18% | -0.03% | +23.64% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.13% | -0.07% | +5.00% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.10% | +0.22% | -11.80% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.08% | +0.03% | +2.13% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | +0.06% | -0.36% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.03% | +0.01% | +1.52% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.88% | +0.11% | -29.54% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | -0.08% | -3.70% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | -0.02% | +9.52% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.82% | -0.08% | +12.53% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.80% | +0.12% | -3.46% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.73% | -0.16% | -15.82% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.72% | +0.07% | +0.80% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | — | +6.57% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.69% | +0.12% | -0.25% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | — | -4.27% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.30% | -3.32% | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 0.60% | -0.04% | +32.55% | |
| 29 | MBB | Ishares Mbs ETF | ETF-其他 | 0.58% | -0.04% | +2.46% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | +0.06% | -2.62% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.12% | +1.90% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.56% | — | +9.17% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | -0.11% | -1.95% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.02% | -1.06% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | +0.01% | -1.11% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.49% | -0.04% | +7.10% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.46% | +0.05% | +0.73% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.46% | +0.02% | +3.96% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.44% | — | -0.45% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.43% | -0.03% | -1.58% | |
| 41 | BLK | Blackrock Inc | 股票-金融 | 0.43% | -0.09% | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.43% | -0.08% | +4.52% | |
| 43 | NFLX | Netflix Inc | 股票-通訊服務 | 0.42% | -0.24% | -24.12% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.41% | -0.01% | +17.06% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.40% | -0.04% | +18.00% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.40% | +0.02% | +6.64% | |
| 47 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.40% | -0.04% | +20.17% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.37% | — | +3.05% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | -0.02% | +15.59% | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.36% | +0.11% | -16.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.3% | +55.34% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +40.75% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.6% | +23.64% | 加碼 |
| 4 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 5 | AVGO | Broadcom Inc | +0.2% | -10.70% | 減碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.86% | 加碼 |
| 7 | XLF | Ss Financial Select Sector | +0.2% | +32.55% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -0.36% | 減碼 |
| 9 | RTX | Rtx CORP | +0.1% | +97.64% | 加碼 |
| 10 | AXP | American Express Co | +0.1% | +100.76% | 加碼 |
| 11 | APH | Amphenol Corp-cl A | +0.1% | +272.77% | 加碼 |
| 12 | VUG | Vanguard Growth ETF | +0.1% | -0.80% | 減碼 |
| 13 | WFC | Wells Fargo & Co | +0.1% | +28.80% | 加碼 |
| 14 | GILD | Gilead Sciences Inc | +0.1% | +136.64% | 加碼 |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.52% | 加碼 |
| 16 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +12.53% | 加碼 |
| 17 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +189.32% | 加碼 |
| 18 | WMT | Walmart Inc | +0.1% | +1.90% | 加碼 |
| 19 | APD | Air Products & Chemicals Inc | +0.1% | +129.37% | 加碼 |
| 20 | ABT | Abbott Laboratories | +0.1% | +63.82% | 加碼 |
| 21 | BA | Boeing Co/the | +0.1% | +87.69% | 加碼 |
| 22 | ALL | Allstate CORP | +0.1% | +157.92% | 加碼 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +21.07% | 加碼 |
| 24 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 25 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +569.59% | 加碼 |
| 26 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | -2.62% | 減碼 |
| 28 | V | Visa Inc-class A Shares | +0.1% | -4.27% | 減碼 |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +17.06% | 加碼 |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +18.00% | 加碼 |
| 31 | IWD | Ishares Russell 1000 Value E | +0.1% | +9.52% | 加碼 |
| 32 | ADSK | Autodesk Inc | +0.1% | +198.52% | 加碼 |
| 33 | VGIT | Vanguard Intermediate-term T | +0.1% | +25.95% | 加碼 |
| 34 | TRV | Travelers Cos Inc/the | +0.1% | +236.87% | 加碼 |
| 35 | NOW | Servicenow Inc | +0.1% | +1.64% | 加碼 |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +60.84% | 加碼 |
| 37 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.13% | 加碼 |
| 38 | MUB | Ishares National Muni Bond E | +0.1% | +20.71% | 加碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +15.59% | 加碼 |
| 40 | CRM | Salesforce Inc | 0% | -4.89% | 減碼 |
| 41 | ADP | Automatic Data Processing | 0% | +29.20% | 加碼 |
| 42 | AEM | Agnico Eagle Mines LTD | 0% | +195.96% | 加碼 |
| 43 | XEL | Xcel Energy Inc | 0% | +43.62% | 加碼 |
| 44 | KMI | Kinder Morgan, Inc. | 0% | +5.12% | 加碼 |
| 45 | COR | Cencora Inc | 0% | +57.50% | 加碼 |
| 46 | APP | Applovin Corp-class A | 0% | -32.85% | 減碼 |
| 47 | JNJ | Johnson & Johnson | 0% | +42.83% | 加碼 |
| 48 | HON | Honeywell International Inc | 0% | +4.31% | 加碼 |
| 49 | IUSV | Ishares Core S&p U.s. Value | 0% | +9.17% | 加碼 |
| 50 | ABBV | Abbvie Inc | 0% | +20.17% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bank Of America CORP /de/ 在 Q4 2024 季度的美股持倉總市值約為 US$1.6兆，共申報了 7237 個公開持股部位。
在 Q4 2024 季度，Bank Of America CORP /de/ 按市值排列的前三大核心持股分別為：AAPL (3.2%)、NVDA (2.7%)、MSFT (2.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.2% 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
BLK
市值: US$51.6億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$50.3億
在 Q4 2024 季度中，Bank Of America CORP /de/ 共進行了 200 項持倉異動，包含新建倉 5 個部位、加碼 70 個部位、減碼 121 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。