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: 0001350694
申報總市值
US$243.8億
US$243.8億
677 檔
17.1%
在 Q1 2024 的 13F 官方備案中，Bridgewater Associates, LP 管理的美股投資組合規模來到 US$243.8億，整體持股檔數為 677 檔。
觀察 Q1 2024 的資金脈絡，Bridgewater Associates, LP 在獲利結算 1 檔個股的同時，將資本重新部署至 6 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 IVV, IEMG, GOOGL）累計市值佔比達 17.1%，是驅動 Bridgewater Associates, LP 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 677 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.57% | +1.41% | -1.19% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.87% | +0.03% | -0.16% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.10% | -0.62% | +162.61% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.37% | -0.02% | -11.56% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.22% | -0.48% | +162.43% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.44% | -0.49% | +49.24% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.27% | -0.06% | +2.47% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 2.10% | -0.02% | +170.70% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.98% | -0.02% | -22.21% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.95% | — | -21.42% | |
| 11 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.89% | — | -12.32% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.89% | +3.63% | -13.22% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.74% | -0.01% | -10.15% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.60% | -0.21% | +166009.47% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.39% | +0.02% | NEW | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | +0.08% | -12.96% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | -0.70% | +193.09% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.10% | +0.14% | -11.71% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.02% | +0.01% | -10.15% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.00% | -0.03% | -8.49% | |
| 21 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.99% | -0.01% | -19.64% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.96% | -2.10% | — | |
| 23 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.91% | — | -36.61% | |
| 24 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.90% | — | -19.44% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.88% | -0.06% | +1.75% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.85% | -0.01% | EXIT | |
| 27 | MCK | Mckesson CORP | 股票-醫療保健 | 0.85% | -0.04% | -7.10% | |
| 28 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.80% | — | -0.19% | |
| 29 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.76% | — | +69.33% | |
| 30 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.76% | — | -11.98% | |
| 31 | TGT | Target CORP | 股票-循環性消費 | 0.70% | — | +0.68% | |
| 32 | MBB | Ishares Mbs ETF | ETF-其他 | 0.69% | -0.04% | +1.84% | |
| 33 | CI | THE Cigna Group | 股票-醫療保健 | 0.64% | -0.17% | -6.43% | |
| 34 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.62% | +0.03% | +26.95% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +0.11% | — | |
| 36 | FISV | Fiserv Inc | 股票-其他 | 0.60% | — | +15.16% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.60% | -0.02% | -18.56% | |
| 38 | UBER | Uber Technologies Inc | 股票-工業 | 0.59% | -0.01% | EXIT | |
| 39 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.59% | — | -16.43% | |
| 40 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.58% | -0.05% | -18.76% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.56% | -0.03% | +5.54% | |
| 42 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.49% | +0.03% | -26.64% | |
| 43 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.47% | +0.06% | -23.50% | |
| 44 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.46% | +0.02% | NEW | |
| 45 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.44% | -0.01% | -47.85% | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.44% | +0.01% | +2416.69% | |
| 47 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.41% | -0.02% | -25.89% | |
| 48 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.41% | — | +4.73% | |
| 49 | KLAC | Kla CORP | 股票-科技 | 0.41% | -0.30% | +466.40% | |
| 50 | KR | Kroger Co | 股票-非循環性消費 | 0.41% | -0.04% | -27.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.5% | +162.61% | 加碼 |
| 2 | NVDA | Nvidia CORP | +2.5% | +162.43% | 加碼 |
| 3 | AAPL | Apple Inc | +1.6% | +166009.47% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +1.1% | +49.24% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +1% | NEW | 新建倉 |
| 6 | MSFT | Microsoft CORP | +0.8% | +193.09% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.6% | NEW | 新建倉 |
| 8 | AMAT | Applied Materials Inc | +0.4% | +2416.69% | 加碼 |
| 9 | ADBE | Adobe Inc | +0.4% | +2299.95% | 加碼 |
| 10 | UBER | Uber Technologies Inc | +0.4% | +116.86% | 加碼 |
| 11 | KLAC | Kla CORP | +0.3% | +466.40% | 加碼 |
| 12 | LRCXEUR | Lam Research CORP | +0.3% | +831.37% | 加碼 |
| 13 | MDT | Medtronic plc | +0.3% | NEW | 新建倉 |
| 14 | EWY | Ishares Msci South Korea ETF | +0.3% | NEW | 新建倉 |
| 15 | CRM | Salesforce Inc | +0.3% | +1689.61% | 加碼 |
| 16 | CPAY | Corpay Inc | +0.2% | NEW | 新建倉 |
| 17 | EWZ | Ishares Msci Brazil ETF | +0.2% | +69.33% | 加碼 |
| 18 | MRK | Merck & Co. Inc. | +0.2% | +6.81% | 加碼 |
| 19 | MA | Mastercard Inc - A | +0.2% | +26.26% | 加碼 |
| 20 | SPGI | S&p Global Inc | +0.2% | NEW | 新建倉 |
| 21 | TRV | Travelers Cos Inc/the | +0.2% | +244.59% | 加碼 |
| 22 | BECNUSD | Beacon Roofing Supply Inc | +0.1% | +301.31% | 加碼 |
| 23 | PYPL | Paypal Holdings Inc | +0.1% | +26.95% | 加碼 |
| 24 | FISV | Fiserv Inc | +0.1% | +15.16% | 加碼 |
| 25 | CMG | Chipotle Mexican Grill Inc | +0.1% | -0.19% | 減碼 |
| 26 | LLY | Eli Lilly & Co | +0.1% | -11.71% | 減碼 |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.19% | 減碼 |
| 28 | KHC | Kraft Heinz Co/the | -0.2% | -46.13% | 減碼 |
| 29 | FLT1EUR | Fleetcor Technologies Inc | -0.2% | EXIT | 清倉 |
| 30 | ON | On Semiconductor | -0.2% | -97.61% | 減碼 |
| 31 | T | At&t Inc | -0.2% | -77.26% | 減碼 |
| 32 | PFE | Pfizer Inc | -0.2% | -94.10% | 減碼 |
| 33 | MNST | Monster Beverage CORP | -0.2% | -35.06% | 減碼 |
| 34 | AMGN | Amgen Inc | -0.2% | -88.64% | 減碼 |
| 35 | PGR | Progressive CORP | -0.2% | -56.68% | 減碼 |
| 36 | REGN | Regeneron Pharmaceuticals | -0.2% | -44.48% | 減碼 |
| 37 | BKNG | Booking Holdings Inc | -0.2% | -26.64% | 減碼 |
| 38 | HUM | Humana Inc | -0.3% | -72.92% | 減碼 |
| 39 | MCHI | Ishares Msci China ETF | -0.3% | -57.67% | 減碼 |
| 40 | PM | Philip Morris International | -0.3% | -59.38% | 減碼 |
| 41 | ISRG | Intuitive Surgical Inc | -0.4% | -47.85% | 減碼 |
| 42 | CVS | Cvs Health CORP | -0.4% | -19.64% | 減碼 |
| 43 | SBUX | Starbucks CORP | -0.4% | -19.44% | 減碼 |
| 44 | FXI | Ishares China Large-cap ETF | -0.4% | -69.44% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.4% | -12.32% | 減碼 |
| 46 | CSCO | Cisco Systems Inc | -0.5% | -93.84% | 減碼 |
| 47 | MCD | Mcdonald's CORP | -0.5% | -10.15% | 減碼 |
| 48 | COST | Costco Wholesale CORP | -0.6% | -22.21% | 減碼 |
| 49 | KO | Coca-cola Co/the | -0.7% | -21.42% | 減碼 |
| 50 | PDD | Pdd Holdings Inc | -1.1% | -36.61% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bridgewater Associates, LP 在 Q1 2024 季度的美股持倉總市值約為 US$243.8億，共申報了 677 個公開持股部位。
在 Q1 2024 季度，Bridgewater Associates, LP 按市值排列的前三大核心持股分別為：IVV (5.6%)、IEMG (4.9%)、GOOGL (4.1%)。其中最大持股部位 IVV 佔據整體投資組合約 5.6% 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。
本季最大新建倉標的
AMZN
市值: US$1.9億
本季最大獲利了結 / 清倉標的
FLT1EUR
前期市值: US$3633.4萬
在 Q1 2024 季度中，Bridgewater Associates, LP 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 18 個部位、減碼 25 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AMZN。 本季清倉部位包含 FLT1EUR。
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。