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: 0001390777
申報總市值
US$6094.3億
US$6094.3億
4141 檔
13.8%
根據最新整理的 13F 季度數據集，Bank of New York Mellon Corp 於 Q1 2024 結束時的管理資產規模為 US$6094.3億。該機構在本季度申報了 4141 檔美股持倉，呈現出該時期的主要投資地圖。
Bank of New York Mellon Corp 在 Q1 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 34 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 13.8%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 4141 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 | 5.32% | -0.25% | -3.30% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.77% | -0.10% | -3.78% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.32% | +0.07% | -6.27% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.34% | +0.12% | -4.12% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.44% | -0.21% | -2.51% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.18% | -4.36% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.36% | +0.09% | -2.87% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.36% | +0.08% | +1.69% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | +0.02% | -3.19% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | -0.09% | -3.64% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.01% | +0.12% | -8.39% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | +0.10% | -3.71% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 0.92% | -0.09% | -4.66% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | -0.53% | -9.55% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.76% | +0.23% | -3.53% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | -0.13% | -4.15% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.69% | — | -10.28% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | -0.08% | -0.37% | |
| 19 | LIN | Linde plc | 股票-原物料 | 0.66% | -0.06% | -0.05% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.12% | +3.61% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.65% | -0.02% | -3.57% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | -0.06% | -2.64% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.63% | +0.04% | -3.35% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.03% | -4.76% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.61% | -0.01% | -4.58% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 0.60% | -0.07% | -4.35% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.56% | +0.04% | +399.71% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.50% | -0.02% | -5.70% | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.49% | -0.08% | -4.80% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.18% | +4.24% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.48% | +0.15% | -7.07% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.48% | -0.08% | -0.47% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.45% | +0.29% | +3.30% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.42% | +0.04% | -6.00% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.42% | -0.12% | -2.98% | |
| 36 | DHR | Danaher CORP | 股票-醫療保健 | 0.42% | -0.01% | -1.02% | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.41% | — | -2.87% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.41% | -0.07% | -5.90% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | +0.60% | -2.75% | |
| 40 | SYK | Stryker CORP | 股票-醫療保健 | 0.40% | -0.06% | -2.75% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.40% | +0.05% | -5.93% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.39% | +0.01% | +2.98% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | +0.01% | -4.39% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.38% | -0.05% | -4.53% | |
| 45 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.37% | -0.05% | -12.46% | |
| 46 | NFLX | Netflix Inc | 股票-通訊服務 | 0.37% | -0.17% | -3.74% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.37% | — | +0.20% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.37% | -0.06% | +5.84% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.37% | -0.06% | +3.45% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.36% | — | -0.10% |
| # | 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% | -6.27% | 減碼 |
| 2 | META | Meta Platforms Inc-class A | +0.3% | -2.51% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.2% | -4.12% | 減碼 |
| 4 | LLY | Eli Lilly & Co | +0.1% | -8.39% | 減碼 |
| 5 | MSFT | Microsoft CORP | +0.1% | -3.30% | 減碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.35% | 減碼 |
| 7 | C | Citigroup Inc | +0.1% | +18.38% | 加碼 |
| 8 | RMD | Resmed Inc | +0.1% | +230.31% | 加碼 |
| 9 | MTD | Mettler-toledo International | +0.1% | +169.45% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.1% | +3.30% | 加碼 |
| 11 | PSX | Phillips 66 | +0.1% | +38.02% | 加碼 |
| 12 | CPRT | Copart Inc | +0.1% | +116.10% | 加碼 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.69% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -3.19% | 減碼 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.64% | 減碼 |
| 16 | EW | Edwards Lifesciences CORP | +0.1% | +9.49% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | +95.92% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | -3.71% | 減碼 |
| 19 | CEG | Constellation Energy | +0.1% | +1.28% | 加碼 |
| 20 | ORLY | O'reilly Automotive Inc | +0.1% | +14.98% | 加碼 |
| 21 | MU | Micron Technology Inc | +0.1% | -0.20% | 減碼 |
| 22 | AMD | Advanced Micro Devices | +0.1% | -2.75% | 減碼 |
| 23 | ETN | Eaton Corporation plc | +0.1% | -1.47% | 減碼 |
| 24 | FHN | First Horizon CORP | +0.1% | +224.44% | 加碼 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +43.56% | 加碼 |
| 26 | LIN | Linde plc | 0% | -0.05% | 減碼 |
| 27 | NFLX | Netflix Inc | 0% | -3.74% | 減碼 |
| 28 | MRK | Merck & Co. Inc. | 0% | -5.70% | 減碼 |
| 29 | SYK | Stryker CORP | 0% | -2.75% | 減碼 |
| 30 | COP | Conocophillips | 0% | +5.84% | 加碼 |
| 31 | SMCIUSD | Super Micro Computer Inc | 0% | -20.97% | 減碼 |
| 32 | ISRG | Intuitive Surgical Inc | 0% | -4.80% | 減碼 |
| 33 | MA | Mastercard Inc - A | 0% | -4.66% | 減碼 |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +399.71% | 加碼 |
| 35 | CVX | Chevron CORP | 0% | +4.24% | 加碼 |
| 36 | PG | Procter & Gamble Co/the | 0% | -2.64% | 減碼 |
| 37 | COST | Costco Wholesale CORP | — | -4.15% | 減碼 |
| 38 | GOOG | Alphabet Inc-cl C | 0% | -2.87% | 減碼 |
| 39 | GOOGL | Alphabet Inc-cl A | 0% | -4.36% | 減碼 |
| 40 | USIG | Ishares Broad Usd Investment | -0.1% | -70.14% | 減碼 |
| 41 | BA | Boeing Co/the | -0.1% | -4.27% | 減碼 |
| 42 | BKNG | Booking Holdings Inc | -0.1% | -12.46% | 減碼 |
| 43 | CGNX | Cognex CORP | -0.1% | -86.26% | 減碼 |
| 44 | NKE | Nike Inc -cl B | -0.1% | -3.11% | 減碼 |
| 45 | CTSH | Cognizant Tech Solutions-a | -0.1% | -30.45% | 減碼 |
| 46 | INTC | Intel CORP | -0.1% | -7.97% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.1% | -3.53% | 減碼 |
| 48 | ADBE | Adobe Inc | -0.2% | -4.35% | 減碼 |
| 49 | TSLA | Tesla Inc | -0.3% | -4.58% | 減碼 |
| 50 | AAPL | Apple Inc | -0.9% | -3.78% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bank of New York Mellon Corp 在 Q1 2024 季度的美股持倉總市值約為 US$6094.3億，共申報了 4141 個公開持股部位。
在 Q1 2024 季度，Bank of New York Mellon Corp 按市值排列的前三大核心持股分別為：MSFT (5.3%)、AAPL (3.8%)、NVDA (3.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.3% 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。
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$256.2億
在 Q1 2024 季度中，Bank of New York Mellon Corp 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 16 個部位、減碼 34 個部位以及清倉 0 個部位。
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。