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
773 檔
16.8%
根據最新整理的 13F 季度數據集，Bridgewater Associates, LP 於 Q3 2024 結束時的管理資產規模為 US$243.8億。該機構在本季度申報了 773 檔美股持倉，呈現出該時期的主要投資地圖。
Q3 2024 的申報記錄反映 Bridgewater Associates, LP 的板塊替換策略：機構本季推動了 96 筆增持與 104 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 IVV, IEMG, GOOGL）占據了總市值的 16.8%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 773 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 | 7.26% | +1.41% | +5.77% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 5.78% | +0.03% | -4.73% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.11% | -0.62% | -3.54% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.27% | -0.48% | -27.48% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.72% | +3.63% | +17.52% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.60% | -0.49% | -16.65% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.70% | -20.19% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.57% | -0.02% | -55.46% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.49% | -2.10% | -46.64% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.36% | -0.21% | +119.86% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 1.36% | +0.11% | +33.12% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.35% | -0.06% | -54.12% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.30% | -0.02% | -56.34% | |
| 14 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.28% | — | +315.02% | |
| 15 | CEG | Constellation Energy | 股票-公用事業 | 1.13% | -0.24% | +295.12% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.00% | +0.02% | NEW | |
| 17 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.96% | — | -0.24% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.08% | -23.91% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | -0.50% | +3805.47% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.93% | +0.01% | -17.66% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.91% | — | -56.66% | |
| 22 | KLAC | Kla CORP | 股票-科技 | 0.88% | -0.30% | +99.55% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.85% | -0.02% | -61.69% | |
| 24 | MBB | Ishares Mbs ETF | ETF-其他 | 0.77% | -0.04% | -2.61% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 0.77% | -0.01% | +1968.08% | |
| 26 | VST | Vistra CORP | 股票-公用事業 | 0.75% | +0.26% | +135.31% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.73% | — | -59.37% | |
| 28 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.73% | +0.03% | +22.42% | |
| 29 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.70% | +0.18% | +12.89% | |
| 30 | MCK | Mckesson CORP | 股票-醫療保健 | 0.69% | -0.04% | -4.29% | |
| 31 | CCJ | Cameco CORP | 股票-能源 | 0.67% | — | +19.86% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.66% | +0.01% | +397.12% | |
| 33 | CI | THE Cigna Group | 股票-醫療保健 | 0.64% | -0.17% | +14.55% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.63% | -0.03% | -1.11% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.12% | NEW | |
| 36 | MU | Micron Technology Inc | 股票-科技 | 0.58% | -1.68% | — | |
| 37 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.58% | -0.05% | -15.50% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.11% | +336.06% | |
| 39 | FISV | Fiserv Inc | 股票-其他 | 0.55% | — | -23.44% | |
| 40 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.54% | +0.03% | -23.94% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.87% | +427.86% | |
| 42 | TGT | Target CORP | 股票-循環性消費 | 0.49% | — | -27.46% | |
| 43 | ON | On Semiconductor | 股票-科技 | 0.46% | +0.01% | +8367.47% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.46% | -0.03% | -57.59% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | +0.06% | +75.28% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.42% | — | -4.54% | |
| 47 | MO | Altria Group Inc | 股票-非循環性消費 | 0.42% | +0.01% | +29.78% | |
| 48 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.42% | -0.21% | +352.95% | |
| 49 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.41% | +0.03% | +21.22% | |
| 50 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.41% | — | -39.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.3% | +5.77% | 加碼 |
| 2 | CEG | Constellation Energy | +0.9% | +295.12% | 加碼 |
| 3 | LRCXEUR | Lam Research CORP | +0.9% | +315.02% | 加碼 |
| 4 | AAPL | Apple Inc | +0.8% | +119.86% | 加碼 |
| 5 | QCOM | Qualcomm Inc | +0.7% | +1968.08% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.7% | +3805.47% | 加碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +17.52% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.6% | NEW | 新建倉 |
| 9 | IEMG | Ishares Core Msci Emerging | +0.6% | -4.73% | 減碼 |
| 10 | VST | Vistra CORP | +0.5% | +135.31% | 加碼 |
| 11 | AMAT | Applied Materials Inc | +0.5% | +397.12% | 加碼 |
| 12 | ON | On Semiconductor | +0.5% | +8367.47% | 加碼 |
| 13 | KLAC | Kla CORP | +0.5% | +99.55% | 加碼 |
| 14 | CVX | Chevron CORP | +0.4% | +336.06% | 加碼 |
| 15 | AMD | Advanced Micro Devices | +0.4% | +33.12% | 加碼 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.4% | +427.86% | 加碼 |
| 17 | NRG | Nrg Energy Inc | +0.4% | +352.95% | 加碼 |
| 18 | BABA | Alibaba Group Holding-sp Adr | +0.3% | NEW | 新建倉 |
| 19 | SMCIUSD | Super Micro Computer Inc | +0.3% | +921.13% | 加碼 |
| 20 | ANETEUR | Arista Networks Inc | +0.3% | +2206.99% | 加碼 |
| 21 | EWW | Ishares Msci Mexico ETF | +0.3% | NEW | 新建倉 |
| 22 | HPQ | Hp Inc | +0.3% | +2649.54% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.3% | +174.94% | 加碼 |
| 24 | EOG | Eog Resources Inc | +0.2% | +1003.55% | 加碼 |
| 25 | NEM | Newmont CORP | +0.2% | +1947.57% | 加碼 |
| 26 | BKNG | Booking Holdings Inc | +0.2% | +22.42% | 加碼 |
| 27 | WFC | Wells Fargo & Co | +0.2% | +75.28% | 加碼 |
| 28 | CVE | Cenovus Energy Inc | +0.2% | NEW | 新建倉 |
| 29 | APP | Applovin Corp-class A | +0.2% | +337.93% | 加碼 |
| 30 | Z | Zillow Group Inc - C | +0.2% | +428.22% | 加碼 |
| 31 | MFC | Manulife Financial CORP | +0.2% | +169.65% | 加碼 |
| 32 | VRT | Vertiv Holdings Co-a | +0.2% | +590.57% | 加碼 |
| 33 | MO | Altria Group Inc | +0.2% | +29.78% | 加碼 |
| 34 | BTI | British American Tob-sp Adr | +0.2% | NEW | 新建倉 |
| 35 | ALL | Allstate CORP | +0.2% | +96.28% | 加碼 |
| 36 | PINS | Pinterest Inc- Class A | +0.2% | +158.49% | 加碼 |
| 37 | CI | THE Cigna Group | +0.2% | +14.55% | 加碼 |
| 38 | XYZ | Block Inc | +0.1% | +2155.97% | 加碼 |
| 39 | SE | Sea Ltd-adr | +0.1% | +430.79% | 加碼 |
| 40 | PHM | Pultegroup Inc | +0.1% | +35.87% | 加碼 |
| 41 | EXPE | Expedia Group Inc | +0.1% | +21.22% | 加碼 |
| 42 | CCJ | Cameco CORP | +0.1% | +19.86% | 加碼 |
| 43 | FSLR | First Solar Inc | +0.1% | +5397.19% | 加碼 |
| 44 | GSK | Gsk Plc-spon Adr | +0.1% | +107.34% | 加碼 |
| 45 | DECK | Deckers Outdoor CORP | +0.1% | +1089.06% | 加碼 |
| 46 | VALE | Vale Sa-sp Adr | +0.1% | +723.17% | 加碼 |
| 47 | ABNB | Airbnb Inc-class A | +0.1% | +111.56% | 加碼 |
| 48 | SU | Suncor Energy Inc | +0.1% | +113.37% | 加碼 |
| 49 | UTHR | United Therapeutics CORP | +0.1% | +384.28% | 加碼 |
| 50 | EWY | Ishares Msci South Korea ETF | +0.1% | +12.89% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bridgewater Associates, LP 在 Q3 2024 季度的美股持倉總市值約為 US$243.8億，共申報了 773 個公開持股部位。
在 Q3 2024 季度，Bridgewater Associates, LP 按市值排列的前三大核心持股分別為：IVV (7.3%)、IEMG (5.8%)、GOOGL (4.1%)。其中最大持股部位 IVV 佔據整體投資組合約 7.3% 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
MU
市值: US$1.0億
本季最大獲利了結 / 清倉標的
DIS
前期市值: US$1937.0萬
在 Q3 2024 季度中，Bridgewater Associates, LP 共進行了 200 項持倉異動，包含新建倉 15 個部位、加碼 81 個部位、減碼 97 個部位以及清倉 7 個部位。 其中最大新建倉標的為 MU。 本季清倉部位包含 DIS。
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。