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: 0000312069
申報總市值
US$5208.2億
US$5208.2億
4230 檔
13.9%
Barclays PLC 在 Q1 2024 季度的美股部位總計估值為 US$5208.2億，分散於 4230 個持倉標的之中，反映其市場參與廣度與投資規模。
Barclays PLC 於 Q1 2024 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 34 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 QQQ, MSFT, IWM）累計市值佔比達 13.9%，是驅動 Barclays PLC 該季度整體投資組合績效表現的核心支柱。
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$151.9億
僅顯示前 200 大持股（共 4230 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.76% | +1.72% | +2.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.14% | -1.72% | +6.99% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.74% | +0.17% | +7.07% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.39% | -0.44% | +28.63% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.13% | +5.13% | -28.97% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.97% | -1.41% | +4.84% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.75% | -0.55% | +11.56% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.00% | -0.23% | +14.12% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.83% | -0.63% | -4.65% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.17% | +0.01% | +8.68% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.17% | -0.31% | +5.99% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | +0.07% | +2.29% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.03% | -0.33% | -8.84% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | -0.29% | +11.37% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.36% | +15.72% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 0.82% | +0.46% | -10.74% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.72% | +0.03% | -47.64% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.68% | +0.09% | +7.76% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.65% | -0.06% | +12.53% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | -0.05% | +62.45% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.65% | +0.25% | +58.56% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.62% | -0.08% | +6.39% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | -0.18% | -19.79% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.57% | -0.05% | +48.20% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 0.49% | -0.04% | +50.43% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.11% | +17.89% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.13% | -23.61% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | -0.17% | -7.74% | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.44% | +0.01% | +36.67% | |
| 30 | LIN | Linde plc | 股票-原物料 | 0.43% | -0.06% | +12.86% | |
| 31 | XLF | Ss Financial Select Sector | ETF-其他 | 0.42% | +0.01% | +26.50% | |
| 32 | PSX | Phillips 66 | 股票-能源 | 0.41% | -0.01% | -34.86% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.41% | -0.07% | -7.32% | |
| 34 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.41% | +0.01% | +1.28% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.41% | +0.01% | -46.22% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | +0.04% | +22.58% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.40% | -0.05% | +53.21% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.40% | -0.05% | -1.30% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.05% | +18.82% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.39% | -0.19% | -21.45% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.37% | +2.54% | -3.60% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.37% | -0.28% | +7.56% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.36% | -0.12% | +0.99% | |
| 44 | NOW | Servicenow Inc | 股票-科技 | 0.36% | -0.04% | +14.25% | |
| 45 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | -0.43% | +232.25% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.33% | -0.13% | -18.62% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.32% | -0.03% | +10.28% | |
| 48 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.32% | -0.01% | +1.56% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.32% | +0.01% | +444.45% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.32% | +0.17% | +69.05% |
| # | 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% | +4.84% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.6% | +6.99% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.6% | +11.56% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | -4.65% | 減碼 |
| 5 | AAPL | Apple Inc | +0.4% | +28.63% | 加碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.52% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +14.12% | 加碼 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.3% | +7.07% | 加碼 |
| 9 | PG | Procter & Gamble Co/the | +0.3% | +62.45% | 加碼 |
| 10 | XLP | Ss Consumer Staples Sel Sect | +0.3% | +444.45% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.2% | +48.20% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +11.37% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +15.72% | 加碼 |
| 14 | MRK | Merck & Co. Inc. | +0.2% | +53.21% | 加碼 |
| 15 | INTC | Intel CORP | +0.2% | +58.56% | 加碼 |
| 16 | CAT | Caterpillar Inc | +0.2% | +69.05% | 加碼 |
| 17 | AMGN | Amgen Inc | +0.1% | +50.43% | 加碼 |
| 18 | ALC | Alcon Inc. | +0.1% | +132.65% | 加碼 |
| 19 | VLO | Valero Energy CORP | +0.1% | +56.00% | 加碼 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +36.67% | 加碼 |
| 21 | XLF | Ss Financial Select Sector | +0.1% | +26.50% | 加碼 |
| 22 | HPE | Hewlett Packard Enterprise | +0.1% | +476.27% | 加碼 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +5.99% | 加碼 |
| 24 | HD | Home Depot Inc | +0.1% | +12.53% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +17.89% | 加碼 |
| 26 | BAC | Bank Of America CORP | +0.1% | +22.58% | 加碼 |
| 27 | AXP | American Express Co | +0.1% | +29.23% | 加碼 |
| 28 | DIS | Walt Disney Co/the | +0.1% | +10.28% | 加碼 |
| 29 | ORCL | Oracle CORP | +0.1% | +38.49% | 加碼 |
| 30 | TRV | Travelers Cos Inc/the | +0.1% | +78.66% | 加碼 |
| 31 | MA | Mastercard Inc - A | +0.1% | +6.39% | 加碼 |
| 32 | LIN | Linde plc | +0.1% | +12.86% | 加碼 |
| 33 | UBER | Uber Technologies Inc | +0.1% | +25.22% | 加碼 |
| 34 | V | Visa Inc-class A Shares | 0% | +2.29% | 加碼 |
| 35 | ABNB | Airbnb Inc-class A | -0.1% | -57.50% | 減碼 |
| 36 | SHOP | Shopify Inc - Class A | -0.1% | -55.06% | 減碼 |
| 37 | FXI | Ishares China Large-cap ETF | -0.1% | -42.86% | 減碼 |
| 38 | XYZ | Block Inc | -0.1% | -72.59% | 減碼 |
| 39 | HES | Hess CORP | -0.1% | -59.12% | 減碼 |
| 40 | EFA | Ishares Msci Eafe ETF | -0.1% | -35.16% | 減碼 |
| 41 | PSX | Phillips 66 | -0.1% | -34.86% | 減碼 |
| 42 | ADBE | Adobe Inc | -0.1% | -7.32% | 減碼 |
| 43 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -37.90% | 減碼 |
| 44 | PANW | Palo Alto Networks Inc | -0.2% | -40.09% | 減碼 |
| 45 | BA | Boeing Co/the | -0.2% | -21.83% | 減碼 |
| 46 | XLY | Ss Consumer Disc Select Sect | -0.2% | -93.35% | 減碼 |
| 47 | QCOM | Qualcomm Inc | -0.3% | -46.22% | 減碼 |
| 48 | TSLA | Tesla Inc | -0.4% | +8.68% | 加碼 |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.7% | -47.64% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.4% | -28.97% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Barclays PLC 在 Q1 2024 季度的美股持倉總市值約為 US$5208.2億，共申報了 4230 個公開持股部位。
在 Q1 2024 季度，Barclays PLC 按市值排列的前三大核心持股分別為：QQQ (6.8%)、MSFT (5.1%)、IWM (4.7%)。其中最大持股部位 QQQ 佔據整體投資組合約 6.8% 的權重。
在 Q1 2024 季度中，Barclays PLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 34 個部位、減碼 16 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。
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。