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: 0000884546
申報總市值
US$7513.2億
US$7513.2億
3471 檔
8.3%
截至 Q1 2024 季度末，Charles Schwab Investment Management Inc 的美股持倉估值約為 US$7513.2億，全數申報部位共有 3471 檔。
在 Q1 2024，Charles Schwab Investment Management Inc 操作展現出積極擴展與加碼意向。本季共新建倉 0 個新部位，並對 41 個既有持股進行加碼（合計增持 41 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 8.3%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 3471 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 | MSFT | Microsoft CORP | 股票-科技 | 4.40% | -0.37% | +2.21% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.43% | -0.07% | +1.97% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | -0.01% | +3.04% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.23% | -0.03% | +3.10% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.50% | -0.19% | +0.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.25% | +0.15% | +2.40% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 1.11% | +0.09% | -4.41% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.03% | +0.11% | +1.73% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.00% | -0.31% | +5.59% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | -0.06% | +1.02% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.95% | — | -7.09% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.02% | +0.28% | |
| 13 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.92% | -0.15% | +2.91% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | +0.09% | -42.40% | |
| 15 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.90% | -0.02% | +3.57% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 0.89% | +0.11% | +6.00% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | +0.13% | +2.49% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.82% | -0.07% | +6.84% | |
| 19 | TXN | Texas Instruments Inc | 股票-科技 | 0.82% | +0.07% | +2.04% | |
| 20 | PFE | Pfizer Inc | 股票-醫療保健 | 0.78% | -0.05% | +17.26% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.29% | +2.18% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 0.73% | -0.13% | +25.18% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.72% | +0.24% | +6.59% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.72% | — | +4.72% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 0.71% | +0.03% | +4.23% | |
| 26 | BLKCHF | Blackrock Inc | 股票-其他 | 0.70% | — | +14.32% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.03% | +1.36% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.67% | -0.05% | +372.78% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 0.65% | +0.02% | +20.61% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.63% | -0.05% | +3.15% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | +0.01% | +0.94% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.07% | +1.46% | |
| 33 | MO | Altria Group Inc | 股票-非循環性消費 | 0.57% | +0.02% | +28.79% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.53% | -0.02% | +2.53% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.53% | +0.02% | -51.88% | |
| 36 | EOG | Eog Resources Inc | 股票-能源 | 0.50% | -0.06% | +33.15% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.46% | — | +33.34% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | -0.07% | +1.65% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.44% | -0.12% | +202.24% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | — | +2.30% | |
| 41 | VLO | Valero Energy CORP | 股票-能源 | 0.40% | -0.01% | +29.16% | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.38% | -0.06% | +2.33% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | +0.56% | +2.78% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | — | +2.13% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.36% | -0.23% | +1.59% | |
| 46 | F | Ford Motor Co | 股票-循環性消費 | 0.36% | +0.03% | +32.56% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.35% | -0.05% | +0.73% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.35% | -0.14% | +1.80% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.35% | — | +4.33% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.34% | — | +19.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +3.04% | 加碼 |
| 2 | BMY | Bristol-myers Squibb Co | +0.5% | +372.78% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.3% | +0.54% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.2% | +3.10% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.2% | +2.21% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +2.49% | 加碼 |
| 7 | HSY | Hershey Co/the | +0.2% | +441.86% | 加碼 |
| 8 | VLO | Valero Energy CORP | +0.1% | +29.16% | 加碼 |
| 9 | MO | Altria Group Inc | +0.1% | +28.79% | 加碼 |
| 10 | EOG | Eog Resources Inc | +0.1% | +33.15% | 加碼 |
| 11 | CINF | Cincinnati Financial CORP | +0.1% | +395.75% | 加碼 |
| 12 | LMT | Lockheed Martin CORP | +0.1% | +25.18% | 加碼 |
| 13 | USB | US Bancorp | +0.1% | +33.34% | 加碼 |
| 14 | FAST | Fastenal Co | +0.1% | +29.46% | 加碼 |
| 15 | F | Ford Motor Co | +0.1% | +32.56% | 加碼 |
| 16 | OKE | Oneok Inc | +0.1% | +33.68% | 加碼 |
| 17 | CF | Cf Industries Holdings Inc | +0.1% | +400.00% | 加碼 |
| 18 | SWKS | Skyworks Solutions Inc | +0.1% | +403.08% | 加碼 |
| 19 | SMCIUSD | Super Micro Computer Inc | +0.1% | +27.67% | 加碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.02% | 加碼 |
| 21 | KMB | Kimberly-clark CORP | +0.1% | +33.55% | 加碼 |
| 22 | DKS | Dick's Sporting Goods Inc | +0.1% | +345.10% | 加碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +0.28% | 加碼 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +2.18% | 加碼 |
| 25 | DIS | Walt Disney Co/the | +0.1% | +2.04% | 加碼 |
| 26 | GE | General Electric | +0.1% | +1.99% | 加碼 |
| 27 | BLKCHF | Blackrock Inc | +0.1% | +14.32% | 加碼 |
| 28 | AMD | Advanced Micro Devices | +0.1% | +2.78% | 加碼 |
| 29 | NFLX | Netflix Inc | +0.1% | +1.80% | 加碼 |
| 30 | PAYX | Paychex Inc | +0.1% | +33.96% | 加碼 |
| 31 | VZ | Verizon Communications Inc | 0% | +2.91% | 加碼 |
| 32 | SCHX | Schwab US Large-cap ETF | 0% | +4.72% | 加碼 |
| 33 | PFE | Pfizer Inc | 0% | +17.26% | 加碼 |
| 34 | UPS | United Parcel Service-cl B | 0% | +20.61% | 加碼 |
| 35 | MA | Mastercard Inc - A | 0% | +2.53% | 加碼 |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +2.40% | 加碼 |
| 37 | CVX | Chevron CORP | 0% | +5.59% | 加碼 |
| 38 | GOOG | Alphabet Inc-cl C | — | +1.73% | 加碼 |
| 39 | PEP | Pepsico Inc | — | +6.84% | 加碼 |
| 40 | ABBV | Abbvie Inc | 0% | -7.09% | 減碼 |
| 41 | ALL | Allstate CORP | -0.1% | -69.32% | 減碼 |
| 42 | NEM | Newmont CORP | -0.2% | -72.98% | 減碼 |
| 43 | MMM | 3m Co | -0.3% | -70.88% | 減碼 |
| 44 | ITW | Illinois Tool Works | -0.3% | -63.50% | 減碼 |
| 45 | TSLA | Tesla Inc | -0.3% | +3.15% | 加碼 |
| 46 | BX | Blackstone Inc | -0.4% | -74.43% | 減碼 |
| 47 | ADP | Automatic Data Processing | -0.4% | -74.64% | 減碼 |
| 48 | MRK | Merck & Co. Inc. | -0.5% | -51.88% | 減碼 |
| 49 | AVGO | Broadcom Inc | -0.6% | -42.40% | 減碼 |
| 50 | AAPL | Apple Inc | -0.7% | +1.97% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Charles Schwab Investment Management Inc 在 Q1 2024 季度的美股持倉總市值約為 US$7513.2億，共申報了 3471 個公開持股部位。
在 Q1 2024 季度，Charles Schwab Investment Management Inc 按市值排列的前三大核心持股分別為：MSFT (4.4%)、AAPL (3.4%)、NVDA (2.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.4% 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。
本季最大獲利了結 / 清倉標的
AVGO
前期市值: US$58.2億
在 Q1 2024 季度中，Charles Schwab Investment Management Inc 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 41 個部位、減碼 9 個部位以及清倉 0 個部位。
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。