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
4438 檔
27.2%
截至 Q3 2024 季度末，Barclays PLC 的美股持倉估值約為 US$5208.2億，全數申報部位共有 4438 檔。
觀察 Q3 2024 的申報異動，Barclays PLC 採取了強勁的買進策略，建倉與加碼動作（合計 129 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Barclays PLC 的前 5 大持股（包含 SPY, QQQ, MSFT）貢獻了組合市值的 27.2%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 4438 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 | 21.81% | +5.13% | +52.53% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.38% | +1.72% | -12.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.88% | -1.72% | +6.52% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.84% | +0.17% | +5.70% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.72% | -0.44% | +0.82% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.34% | -1.41% | -2.18% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.80% | -0.55% | -10.37% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.72% | -0.23% | -1.51% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.51% | +0.01% | +12.47% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.45% | +0.03% | +39.92% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.30% | -0.63% | -26.94% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | -0.29% | +11.91% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | -0.33% | +834.60% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.07% | +9.28% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | -0.31% | +10.60% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.36% | -11.26% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 0.51% | +0.46% | -15.81% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.51% | +0.09% | +0.02% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.50% | +2.54% | +100.69% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.13% | +1.86% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.43% | -0.18% | -16.42% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.40% | -0.13% | +43.42% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 0.39% | -0.07% | +18.84% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.38% | -0.05% | +107.96% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.37% | -0.08% | -13.81% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.36% | -0.05% | +19.23% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.36% | +0.01% | +12.69% | |
| 28 | LIN | Linde plc | 股票-原物料 | 0.34% | -0.06% | -12.42% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | -0.05% | +25.02% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 0.33% | -0.19% | -13.16% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.33% | -0.04% | +18.86% | |
| 32 | FLUT | Flutter Entertainment plc | 股票-循環性消費 | 0.33% | -0.01% | +36.87% | |
| 33 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.30% | +0.08% | +181.90% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.30% | +0.01% | -27.56% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.30% | -0.05% | +27.33% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.30% | +0.04% | -14.82% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.30% | -0.11% | -12.31% | |
| 38 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.28% | -0.09% | +4.98% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.28% | -0.08% | -0.47% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.28% | -0.43% | +21.58% | |
| 41 | BA | Boeing Co/the | 股票-工業 | 0.28% | -0.03% | +153.33% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.27% | -0.04% | +79.45% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | +0.04% | +5.51% | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.27% | +0.01% | +5921.55% | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.27% | -0.06% | +10.15% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.27% | -0.06% | -14.38% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.26% | +0.01% | +8.12% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.26% | +0.10% | -66.54% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.25% | -0.17% | +10.69% | |
| 50 | UBER | Uber Technologies Inc | 股票-工業 | 0.24% | -0.03% | +13.41% |
| # | 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 | +6.2% | +52.53% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.3% | +12.47% | 加碼 |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +39.92% | 加碼 |
| 4 | IYR | Ishares US Real Estate ETF | +0.3% | +5921.55% | 加碼 |
| 5 | EEM | Ishares Msci Emerging Market | +0.2% | +100.69% | 加碼 |
| 6 | NEE | Nextera Energy Inc | +0.2% | +107.96% | 加碼 |
| 7 | FXI | Ishares China Large-cap ETF | +0.2% | +181.90% | 加碼 |
| 8 | BA | Boeing Co/the | +0.1% | +153.33% | 加碼 |
| 9 | FLUT | Flutter Entertainment plc | +0.1% | +36.87% | 加碼 |
| 10 | ACN | Accenture plc | +0.1% | +79.45% | 加碼 |
| 11 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +43.42% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +11.91% | 加碼 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1001.40% | 加碼 |
| 14 | CEG | Constellation Energy | +0.1% | +71.03% | 加碼 |
| 15 | MCD | Mcdonald's CORP | +0.1% | +19.23% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | +21.58% | 加碼 |
| 17 | DIS | Walt Disney Co/the | +0.1% | +61.37% | 加碼 |
| 18 | TGT | Target CORP | +0.1% | +61.36% | 加碼 |
| 19 | XLK | Ss Technology Select Sector | +0.1% | +93.61% | 加碼 |
| 20 | LMT | Lockheed Martin CORP | +0.1% | +47.00% | 加碼 |
| 21 | GM | General Motors Co | +0.1% | +142.08% | 加碼 |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +62.18% | 加碼 |
| 23 | NOW | Servicenow Inc | +0.1% | +18.86% | 加碼 |
| 24 | MRVL | Marvell Technology Inc | +0.1% | +73.45% | 加碼 |
| 25 | VZ | Verizon Communications Inc | +0.1% | +42.57% | 加碼 |
| 26 | SNPS | Synopsys Inc | +0.1% | +100.61% | 加碼 |
| 27 | T | At&t Inc | +0.1% | +47.40% | 加碼 |
| 28 | LOW | Lowe's Cos Inc | +0.1% | +16.04% | 加碼 |
| 29 | CL | Colgate-palmolive Co | +0.1% | +38.70% | 加碼 |
| 30 | TMUS | T-mobile US Inc | +0.1% | +38.28% | 加碼 |
| 31 | PFE | Pfizer Inc | +0.1% | +38.43% | 加碼 |
| 32 | TKO | Tko Group Holdings Inc | +0.1% | +796.59% | 加碼 |
| 33 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +63.10% | 加碼 |
| 34 | PG | Procter & Gamble Co/the | 0% | +25.02% | 加碼 |
| 35 | CRM | Salesforce Inc | 0% | +27.33% | 加碼 |
| 36 | IBM | Intl Business Machines CORP | 0% | +5.51% | 加碼 |
| 37 | C | Citigroup Inc | 0% | +51.44% | 加碼 |
| 38 | NWSA | News CORP - Class A | 0% | +123.99% | 加碼 |
| 39 | DELL | Dell Technologies -c | 0% | +411.89% | 加碼 |
| 40 | PLTR | Palantir Technologies Inc-a | 0% | +78.32% | 加碼 |
| 41 | MO | Altria Group Inc | 0% | +49.07% | 加碼 |
| 42 | MMM | 3m Co | 0% | +21.21% | 加碼 |
| 43 | SHOP | Shopify Inc - Class A | 0% | +64.45% | 加碼 |
| 44 | XOP | Ss Spdr S&p Og Exp & Prod | 0% | +201.11% | 加碼 |
| 45 | NKE | Nike Inc -cl B | 0% | +10.64% | 加碼 |
| 46 | BX | Blackstone Inc | 0% | +18.83% | 加碼 |
| 47 | LBRDK | Liberty Broadband-c | 0% | +6.41% | 加碼 |
| 48 | ORCL | Oracle CORP | 0% | +8.49% | 加碼 |
| 49 | IDXX | Idexx Laboratories Inc | 0% | +126.05% | 加碼 |
| 50 | TER | Teradyne Inc | 0% | +126.44% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Barclays PLC 在 Q3 2024 季度的美股持倉總市值約為 US$5208.2億，共申報了 4438 個公開持股部位。
在 Q3 2024 季度，Barclays PLC 按市值排列的前三大核心持股分別為：SPY (21.8%)、QQQ (4.4%)、MSFT (3.9%)。其中最大持股部位 SPY 佔據整體投資組合約 21.8% 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
VXX
市值: US$2.6億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$1.4億
在 Q3 2024 季度中，Barclays PLC 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 125 個部位、減碼 68 個部位以及清倉 3 個部位。 其中最大新建倉標的為 VXX。 本季清倉部位包含 TEL。
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。