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
4271 檔
21.0%
在 Q2 2024 的 13F 官方備案中，Barclays PLC 管理的美股投資組合規模來到 US$5208.2億，整體持股檔數為 4271 檔。
在 Q2 2024，Barclays PLC 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 23 檔、減碼 27 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 SPY, QQQ, MSFT）累計市值佔比達 21.0%，是驅動 Barclays PLC 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 4271 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 15.63% | +5.13% | +313.75% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.68% | +1.72% | -11.47% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.36% | -1.72% | -9.29% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.00% | -1.41% | +1020.08% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.84% | -0.44% | -18.89% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.84% | +0.17% | -4.48% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.40% | -0.55% | -7.54% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.21% | -0.23% | +4.11% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.81% | -0.63% | +8.50% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.17% | +0.01% | +1.43% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.15% | +0.03% | +83.65% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | -0.33% | -13.94% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | -0.29% | -0.63% | |
| 14 | TXN | Texas Instruments Inc | 股票-科技 | 0.85% | +0.10% | +179.22% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | -0.31% | -32.14% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.07% | -9.83% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.36% | -6.39% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 0.69% | +0.46% | +6.43% | |
| 19 | CRH | CRH plc | 股票-原物料 | 0.67% | -0.11% | +744.02% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | -0.18% | +1.41% | |
| 21 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.57% | +0.01% | +168.03% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.51% | +0.09% | -17.24% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.13% | +23.67% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 0.44% | -0.08% | -11.51% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 0.44% | +0.01% | +21.07% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.42% | -0.19% | +9.49% | |
| 27 | LIN | Linde plc | 股票-原物料 | 0.41% | -0.06% | +16.47% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | +0.04% | +9.67% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 0.41% | -0.07% | +2.54% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.38% | -0.11% | -21.67% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.34% | +0.14% | +8.57% | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | +0.01% | -20.13% | |
| 33 | PSX | Phillips 66 | 股票-能源 | 0.33% | -0.01% | +6.92% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.33% | +0.01% | -21.54% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.33% | -0.05% | +2298.73% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.33% | -0.08% | -5.28% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.32% | +0.01% | +14.04% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.31% | -0.05% | -6.99% | |
| 39 | VLO | Valero Energy CORP | 股票-能源 | 0.31% | -0.04% | +47.74% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.31% | -0.28% | +0.64% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.30% | -0.06% | -40.68% | |
| 42 | INTU | Intuit Inc | 股票-科技 | 0.30% | -0.12% | -7.06% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.30% | -0.13% | +78.61% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | -0.05% | -49.09% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.29% | -0.05% | -7.72% | |
| 46 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.29% | +0.01% | +34.54% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.28% | -0.04% | -12.51% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.28% | -0.09% | +7.24% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.27% | -0.13% | -10.25% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.27% | -0.02% | +0.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +11.5% | +313.75% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1% | +1020.08% | 加碼 |
| 3 | CRH | CRH plc | +0.6% | +744.02% | 加碼 |
| 4 | TXN | Texas Instruments Inc | +0.5% | +179.22% | 加碼 |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.4% | +83.65% | 加碼 |
| 6 | XLY | Ss Consumer Disc Select Sect | +0.3% | +2298.73% | 加碼 |
| 7 | SBUX | Starbucks CORP | +0.3% | +168.03% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.11% | 加碼 |
| 9 | ABT | Abbott Laboratories | +0.1% | +167.14% | 加碼 |
| 10 | FLUT | Flutter Entertainment plc | +0.1% | +245.26% | 加碼 |
| 11 | WDC | Western Digital CORP | +0.1% | +527.46% | 加碼 |
| 12 | ACWI | Ishares Msci Acwi ETF | +0.1% | +281.62% | 加碼 |
| 13 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +78.61% | 加碼 |
| 14 | OIH | Vaneck Oil Services ETF | +0.1% | +10467.33% | 加碼 |
| 15 | AES | Aes CORP | +0.1% | +417.97% | 加碼 |
| 16 | XLC | Ss Comm Select Sector Spdr | +0.1% | +34.54% | 加碼 |
| 17 | VLO | Valero Energy CORP | +0.1% | +47.74% | 加碼 |
| 18 | XLI | Ss Industrial Select Sector | +0.1% | +61.44% | 加碼 |
| 19 | XOM | Exxon Mobil CORP | 0% | +23.67% | 加碼 |
| 20 | NFLX | Netflix Inc | 0% | +9.49% | 加碼 |
| 21 | LLY | Eli Lilly & Co | 0% | +1.41% | 加碼 |
| 22 | TSLA | Tesla Inc | — | +1.43% | 加碼 |
| 23 | META | Meta Platforms Inc-class A | 0% | +8.50% | 加碼 |
| 24 | TJX | Tjx Companies Inc | -0.1% | -41.46% | 減碼 |
| 25 | HPE | Hewlett Packard Enterprise | -0.1% | -83.28% | 減碼 |
| 26 | TRV | Travelers Cos Inc/the | -0.1% | -53.16% | 減碼 |
| 27 | BA | Boeing Co/the | -0.1% | -29.58% | 減碼 |
| 28 | NKE | Nike Inc -cl B | -0.1% | -7.88% | 減碼 |
| 29 | CVX | Chevron CORP | -0.1% | -22.57% | 減碼 |
| 30 | BMRN | Biomarin Pharmaceutical Inc | -0.1% | -77.75% | 減碼 |
| 31 | C | Citigroup Inc | -0.1% | -41.92% | 減碼 |
| 32 | MS | Morgan Stanley | -0.1% | -34.65% | 減碼 |
| 33 | WMT | Walmart Inc | -0.1% | -35.62% | 減碼 |
| 34 | DIS | Walt Disney Co/the | -0.1% | -23.53% | 減碼 |
| 35 | CAT | Caterpillar Inc | -0.1% | -30.04% | 減碼 |
| 36 | AXP | American Express Co | -0.1% | -39.85% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | -0.2% | -17.24% | 減碼 |
| 38 | MA | Mastercard Inc - A | -0.2% | -11.51% | 減碼 |
| 39 | JNJ | Johnson & Johnson | -0.2% | -36.90% | 減碼 |
| 40 | AMGN | Amgen Inc | -0.3% | -50.11% | 減碼 |
| 41 | V | Visa Inc-class A Shares | -0.3% | -9.83% | 減碼 |
| 42 | CRM | Salesforce Inc | -0.3% | -39.31% | 減碼 |
| 43 | GOOG | Alphabet Inc-cl C | -0.3% | -32.14% | 減碼 |
| 44 | PG | Procter & Gamble Co/the | -0.4% | -49.09% | 減碼 |
| 45 | HD | Home Depot Inc | -0.4% | -40.68% | 減碼 |
| 46 | IYR | Ishares US Real Estate ETF | -0.4% | -98.73% | 減碼 |
| 47 | INTC | Intel CORP | -0.5% | -55.59% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.8% | -9.29% | 減碼 |
| 49 | IWM | Ishares Russell 2000 ETF | -0.9% | -4.48% | 減碼 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -1.1% | -11.47% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Barclays PLC 在 Q2 2024 季度的美股持倉總市值約為 US$5208.2億，共申報了 4271 個公開持股部位。
在 Q2 2024 季度，Barclays PLC 按市值排列的前三大核心持股分別為：SPY (15.6%)、QQQ (5.7%)、MSFT (4.4%)。其中最大持股部位 SPY 佔據整體投資組合約 15.6% 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
QQQ
前期市值: US$194.5億
在 Q2 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 23 個部位、減碼 27 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。