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
691 檔
33.2%
在 Q4 2024 申報期間，Bridgewater Associates, LP（CIK: 0001350694）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$243.8億，共持有 691 個公開申報部位。
在 Q4 2024 期間，Bridgewater Associates, LP 展現了靈活的資產再平衡步調，透過出清 19 檔弱勢或達到目標價部位，將資金轉置於 14 檔新建倉標的之中。
在資產配置集中度方面，Bridgewater Associates, LP 的前 5 大核心持股（包含 SPY, IVV, IEMG 等）合計佔整體申報市值的 33.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 691 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 | 22.12% | +3.63% | +883.56% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.50% | +1.41% | -8.25% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.23% | +0.03% | -0.68% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.14% | -0.62% | -17.31% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | -0.48% | -26.44% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.67% | -0.49% | -22.58% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -0.70% | -23.34% | |
| 8 | VST | Vistra CORP | 股票-公用事業 | 1.12% | +0.26% | +58.88% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 1.00% | +0.11% | +22.78% | |
| 10 | CEG | Constellation Energy | 股票-公用事業 | 0.97% | -0.24% | +23.23% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.93% | -2.10% | -34.84% | |
| 12 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.92% | +0.03% | +93.08% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | +0.08% | +0.38% | |
| 14 | MCK | Mckesson CORP | 股票-醫療保健 | 0.86% | -0.04% | +33.76% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 0.84% | +0.17% | — | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 0.77% | — | +85.80% | |
| 17 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.74% | +0.18% | +63.66% | |
| 18 | CI | THE Cigna Group | 股票-醫療保健 | 0.73% | -0.17% | +78.94% | |
| 19 | APP | Applovin Corp-class A | 股票-科技 | 0.73% | +0.31% | NEW | |
| 20 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.73% | +0.03% | +73.38% | |
| 21 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.72% | +0.03% | +3.49% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 0.71% | -0.21% | -40.19% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | -0.50% | -31.20% | |
| 24 | T | At&t Inc | 股票-通訊服務 | 0.68% | — | +402.32% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.66% | +0.02% | NEW | |
| 26 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.65% | -0.05% | +88.19% | |
| 27 | MO | Altria Group Inc | 股票-非循環性消費 | 0.64% | +0.01% | +85.97% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.63% | -0.01% | +13.00% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | +0.06% | +37.27% | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 0.61% | — | +20.41% | |
| 31 | MBB | Ishares Mbs ETF | ETF-其他 | 0.60% | -0.04% | +1.31% | |
| 32 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.55% | — | -0.40% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.53% | -0.07% | EXIT | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.52% | -0.06% | +115.39% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.51% | -0.10% | +75.70% | |
| 36 | EBAY | Ebay Inc | 股票-循環性消費 | 0.51% | +0.01% | +531.08% | |
| 37 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.49% | -0.21% | +47.29% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.49% | -0.03% | +1.12% | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.48% | +0.07% | +424.44% | |
| 40 | XYZ | Block Inc | 股票-金融 | 0.48% | +0.09% | +210.85% | |
| 41 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.47% | -0.05% | EXIT | |
| 42 | GPN | Global Payments Inc | 股票-工業 | 0.46% | +0.05% | NEW | |
| 43 | MET | Metlife Inc | 股票-金融 | 0.45% | +0.02% | +151.32% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.45% | +0.01% | -35.13% | |
| 45 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.45% | -0.07% | +261.69% | |
| 46 | HPQ | Hp Inc | 股票-科技 | 0.42% | -0.03% | +115.17% | |
| 47 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.42% | — | +645.52% | |
| 48 | FTNT | Fortinet Inc | 股票-科技 | 0.40% | — | +364.94% | |
| 49 | TOST | Toast Inc-class A | 股票-科技 | 0.40% | +0.12% | +322.29% | |
| 50 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.39% | — | +118.82% |
| # | 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 | +19.4% | +883.56% | 加碼 |
| 2 | LRCX | Lam Research CORP | +0.8% | NEW | 新建倉 |
| 3 | APP | Applovin Corp-class A | +0.5% | +85.57% | 加碼 |
| 4 | T | At&t Inc | +0.5% | +402.32% | 加碼 |
| 5 | EBAY | Ebay Inc | +0.4% | +531.08% | 加碼 |
| 6 | PYPL | Paypal Holdings Inc | +0.4% | +93.08% | 加碼 |
| 7 | HOOD | Robinhood Markets Inc - A | +0.4% | +645.52% | 加碼 |
| 8 | VST | Vistra CORP | +0.4% | +58.88% | 加碼 |
| 9 | CRM | Salesforce Inc | +0.4% | +85.80% | 加碼 |
| 10 | BMY | Bristol-myers Squibb Co | +0.4% | +237.68% | 加碼 |
| 11 | ADBE | Adobe Inc | +0.4% | +424.44% | 加碼 |
| 12 | ANET | Arista Networks Inc | +0.3% | NEW | 新建倉 |
| 13 | XYZ | Block Inc | +0.3% | +210.85% | 加碼 |
| 14 | EXPE | Expedia Group Inc | +0.3% | +73.38% | 加碼 |
| 15 | FTNT | Fortinet Inc | +0.3% | +364.94% | 加碼 |
| 16 | TOST | Toast Inc-class A | +0.3% | +322.29% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.3% | +588.49% | 加碼 |
| 18 | BTI | British American Tob-sp Adr | +0.3% | +261.69% | 加碼 |
| 19 | TSLA | Tesla Inc | +0.3% | NEW | 新建倉 |
| 20 | NOW | Servicenow Inc | +0.3% | NEW | 新建倉 |
| 21 | MET | Metlife Inc | +0.2% | +151.32% | 加碼 |
| 22 | MO | Altria Group Inc | +0.2% | +85.97% | 加碼 |
| 23 | C | Citigroup Inc | +0.2% | +75.70% | 加碼 |
| 24 | CMCSA | Comcast Corp-class A | +0.2% | +115.39% | 加碼 |
| 25 | GPN | Global Payments Inc | +0.2% | +88.58% | 加碼 |
| 26 | SHEL | Shell Plc-adr | +0.2% | +523.90% | 加碼 |
| 27 | PINS | Pinterest Inc- Class A | +0.2% | +124.09% | 加碼 |
| 28 | MCK | Mckesson CORP | +0.2% | +33.76% | 加碼 |
| 29 | WFC | Wells Fargo & Co | +0.2% | +37.27% | 加碼 |
| 30 | STT | State Street CORP | +0.2% | +202.63% | 加碼 |
| 31 | FIX | Comfort Systems USA Inc | +0.2% | +542.15% | 加碼 |
| 32 | SNOW | Snowflake Inc | +0.2% | +2545.97% | 加碼 |
| 33 | HPQ | Hp Inc | +0.2% | +115.17% | 加碼 |
| 34 | CNC | Centene CORP | +0.1% | +161.54% | 加碼 |
| 35 | BNY | Bank Of New York Mellon CORP | +0.1% | +90.11% | 加碼 |
| 36 | GSK | Gsk Plc-spon Adr | +0.1% | +132.72% | 加碼 |
| 37 | SE | Sea Ltd-adr | +0.1% | +100.09% | 加碼 |
| 38 | TPR | Tapestry Inc | +0.1% | +77.83% | 加碼 |
| 39 | BN | Brookfield CORP | +0.1% | NEW | 新建倉 |
| 40 | THC | Tenet Healthcare CORP | +0.1% | +225.44% | 加碼 |
| 41 | SYF | Synchrony Financial | +0.1% | +258.00% | 加碼 |
| 42 | NBIX | Neurocrine Biosciences Inc | +0.1% | +146.03% | 加碼 |
| 43 | CLS | Celestica Inc | +0.1% | +135.31% | 加碼 |
| 44 | UBER | Uber Technologies Inc | +0.1% | +378.21% | 加碼 |
| 45 | MRNA | Moderna Inc | +0.1% | NEW | 新建倉 |
| 46 | CSGP | Costar Group Inc | +0.1% | +107.98% | 加碼 |
| 47 | TOL | Toll Brothers Inc | +0.1% | +159.63% | 加碼 |
| 48 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +228.34% | 加碼 |
| 49 | CP | Canadian Pacific Kansas City | +0.1% | +2000.76% | 加碼 |
| 50 | WDAY | Workday Inc-class A | +0.1% | +1114.41% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bridgewater Associates, LP 在 Q4 2024 季度的美股持倉總市值約為 US$243.8億，共申報了 691 個公開持股部位。
在 Q4 2024 季度，Bridgewater Associates, LP 按市值排列的前三大核心持股分別為：SPY (22.1%)、IVV (5.5%)、IEMG (4.2%)。其中最大持股部位 SPY 佔據整體投資組合約 22.1% 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
LRCX
市值: US$1.8億
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$2.3億
在 Q4 2024 季度中，Bridgewater Associates, LP 共進行了 200 項持倉異動，包含新建倉 14 個部位、加碼 93 個部位、減碼 74 個部位以及清倉 19 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。