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
877 檔
18.0%
Bridgewater Associates, LP 在 Q2 2024 季度的美股部位總計估值為 US$243.8億，分散於 877 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Bridgewater Associates, LP 於 Q2 2024 季度持續回收資金，對 32 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 IVV, IEMG, GOOGL）累計市值佔比達 18.0%，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 877 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 | 6.00% | +1.41% | +0.22% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 5.22% | +0.03% | -0.01% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.32% | -0.62% | -15.43% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.23% | -0.48% | +830.49% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.10% | -0.02% | -12.46% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.67% | -2.10% | +152.47% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.70% | +88.14% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.53% | -0.49% | -3.18% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.45% | -0.06% | +12.70% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 2.30% | -0.02% | -5.38% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.02% | +3.63% | -0.31% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.96% | -0.02% | -17.58% | |
| 13 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.71% | — | -18.16% | |
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.61% | — | -12.88% | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.43% | -0.01% | -11.79% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.16% | +0.02% | NEW | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.08% | -15.22% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.95% | +0.01% | -13.89% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 0.93% | +0.11% | +61.86% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.91% | -0.03% | -3.90% | |
| 21 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.87% | — | -18.75% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.83% | -0.01% | EXIT | |
| 23 | MCK | Mckesson CORP | 股票-醫療保健 | 0.78% | -0.04% | -17.40% | |
| 24 | MBB | Ishares Mbs ETF | ETF-其他 | 0.70% | -0.04% | -1.64% | |
| 25 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.68% | — | +3764.55% | |
| 26 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.68% | — | -6.40% | |
| 27 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.65% | — | -1.05% | |
| 28 | TGT | Target CORP | 股票-循環性消費 | 0.59% | — | -2.34% | |
| 29 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.59% | +0.18% | +95.14% | |
| 30 | MDT | Medtronic plc | 股票-醫療保健 | 0.57% | +0.05% | +102.72% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.12% | NEW | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.56% | -0.03% | -1.88% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.56% | — | -29.87% | |
| 34 | FISV | Fiserv Inc | 股票-其他 | 0.55% | — | -4.99% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 0.55% | -0.02% | -7.00% | |
| 36 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.53% | — | -19.87% | |
| 37 | CCJ | Cameco CORP | 股票-能源 | 0.53% | — | +495.98% | |
| 38 | AAPL | Apple Inc | 股票-科技 | 0.52% | -0.21% | -74.52% | |
| 39 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.52% | +0.03% | -7.31% | |
| 40 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.50% | -0.05% | -14.56% | |
| 41 | CI | THE Cigna Group | 股票-醫療保健 | 0.49% | -0.17% | -19.15% | |
| 42 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.49% | +0.03% | -12.33% | |
| 43 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.47% | +0.06% | -12.83% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | +0.14% | -65.86% | |
| 45 | KLAC | Kla CORP | 股票-科技 | 0.43% | -0.30% | -13.71% | |
| 46 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.39% | — | +14.39% | |
| 47 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.38% | -0.01% | -49.34% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.38% | — | +66.22% | |
| 49 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.37% | +0.02% | NEW | |
| 50 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.37% | — | -5.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.7% | +152.47% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.3% | +88.14% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1% | +830.49% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.5% | +521.40% | 加碼 |
| 5 | CCJ | Cameco CORP | +0.5% | +495.98% | 加碼 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.4% | +0.22% | 加碼 |
| 7 | IEMG | Ishares Core Msci Emerging | +0.4% | -0.01% | 減碼 |
| 8 | AMD | Advanced Micro Devices | +0.3% | +61.86% | 加碼 |
| 9 | EWY | Ishares Msci South Korea ETF | +0.3% | +95.14% | 加碼 |
| 10 | MDT | Medtronic plc | +0.3% | +102.72% | 加碼 |
| 11 | LH | Labcorp Holdings Inc | +0.2% | NEW | 新建倉 |
| 12 | CEG | Constellation Energy | +0.2% | NEW | 新建倉 |
| 13 | WMT | Walmart Inc | +0.2% | -5.38% | 減碼 |
| 14 | URA | Global X Uranium ETF | +0.2% | +408.22% | 加碼 |
| 15 | KDP | Keurig Dr Pepper Inc | +0.2% | +554.52% | 加碼 |
| 16 | PHM | Pultegroup Inc | +0.1% | +1188.02% | 加碼 |
| 17 | UEC | Uranium Energy CORP | +0.1% | NEW | 新建倉 |
| 18 | TGT | Target CORP | -0.1% | -2.34% | 減碼 |
| 19 | CMG | Chipotle Mexican Grill Inc | -0.1% | +3764.55% | 加碼 |
| 20 | VST | Vistra CORP | -0.1% | -49.82% | 減碼 |
| 21 | WMG | Warner Music Group Corp-cl A | -0.1% | -88.37% | 減碼 |
| 22 | PYPL | Paypal Holdings Inc | -0.1% | -12.33% | 減碼 |
| 23 | DLTR | Dollar Tree Inc | -0.1% | -30.59% | 減碼 |
| 24 | NTAP | Netapp Inc | -0.1% | -91.15% | 減碼 |
| 25 | CI | THE Cigna Group | -0.2% | -19.15% | 減碼 |
| 26 | ABBV | Abbvie Inc | -0.2% | -35.85% | 減碼 |
| 27 | MRO* | Marathon Oil CORP | -0.2% | EXIT | 清倉 |
| 28 | MPC | Marathon Petroleum CORP | -0.2% | -52.26% | 減碼 |
| 29 | GE | General Electric | -0.2% | -44.60% | 減碼 |
| 30 | DHI | Dr Horton Inc | -0.2% | -46.62% | 減碼 |
| 31 | ✓ | Laboratory Corp. of America | -0.2% | EXIT | 清倉 |
| 32 | ISRG | Intuitive Surgical Inc | -0.2% | -52.60% | 減碼 |
| 33 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -75.33% | 減碼 |
| 34 | ADBE | Adobe Inc | -0.2% | -57.76% | 減碼 |
| 35 | PGR | Progressive CORP | -0.2% | -98.60% | 減碼 |
| 36 | V | Visa Inc-class A Shares | -0.2% | -15.22% | 減碼 |
| 37 | MRK | Merck & Co. Inc. | -0.2% | -13.79% | 減碼 |
| 38 | EWZ | Ishares Msci Brazil ETF | -0.2% | -19.87% | 減碼 |
| 39 | KO | Coca-cola Co/the | -0.2% | -18.16% | 減碼 |
| 40 | PG | Procter & Gamble Co/the | -0.3% | -12.46% | 減碼 |
| 41 | REGN | Regeneron Pharmaceuticals | -0.3% | -91.24% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.3% | -12.88% | 減碼 |
| 43 | UBER | Uber Technologies Inc | -0.3% | -50.22% | 減碼 |
| 44 | AMAT | Applied Materials Inc | -0.3% | -72.04% | 減碼 |
| 45 | MCD | Mcdonald's CORP | -0.3% | -11.79% | 減碼 |
| 46 | SBUX | Starbucks CORP | -0.3% | -29.87% | 減碼 |
| 47 | CMCSA | Comcast Corp-class A | -0.5% | -56.53% | 減碼 |
| 48 | CVS | Cvs Health CORP | -0.6% | -49.34% | 減碼 |
| 49 | LLY | Eli Lilly & Co | -0.7% | -65.86% | 減碼 |
| 50 | AAPL | Apple Inc | -1.1% | -74.52% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bridgewater Associates, LP 在 Q2 2024 季度的美股持倉總市值約為 US$243.8億，共申報了 877 個公開持股部位。
在 Q2 2024 季度，Bridgewater Associates, LP 按市值排列的前三大核心持股分別為：IVV (6.0%)、IEMG (5.2%)、GOOGL (4.3%)。其中最大持股部位 IVV 佔據整體投資組合約 6.0% 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
LH
市值: US$4223.0萬
本季最大獲利了結 / 清倉標的
Laboratory Corp. of America
前期市值: US$3612.2萬
在 Q2 2024 季度中，Bridgewater Associates, LP 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 32 個部位以及清倉 2 個部位。 其中最大新建倉標的為 LH。 本季清倉部位包含 Laboratory Corp. of America。
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。