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
3501 檔
10.7%
Charles Schwab Investment Management Inc 在 Q3 2024 季度的美股部位總計估值為 US$7513.2億，分散於 3501 個持倉標的之中，反映其市場參與廣度與投資規模。
Charles Schwab Investment Management Inc 於 Q3 2024 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 123 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, NVDA）累計市值佔比達 10.7%，是驅動 Charles Schwab Investment Management Inc 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 3501 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 | AAPL | Apple Inc | 股票-科技 | 4.22% | -0.07% | +6.62% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.88% | -0.37% | +1.40% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | -0.01% | +1.42% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.04% | -0.03% | +3.58% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.79% | -0.23% | +0.24% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.51% | -0.19% | +0.86% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.18% | +0.15% | +1.43% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.12% | -0.19% | +1.13% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.09% | — | -14.56% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.05% | +0.09% | +962.33% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.05% | +0.09% | -0.20% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.04% | -0.09% | +29.45% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.98% | -0.08% | +1.13% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | +0.11% | +0.01% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.06% | +1.49% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.90% | — | -4.56% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.87% | -0.31% | +11.48% | |
| 18 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.87% | -0.15% | +6.23% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.86% | -0.02% | -0.91% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.11% | +2.07% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 0.83% | -0.05% | +1.86% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.82% | +0.13% | +0.21% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.02% | -0.90% | |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.76% | -0.07% | -0.63% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 0.76% | +0.07% | +4.23% | |
| 26 | PFE | Pfizer Inc | 股票-醫療保健 | 0.72% | -0.05% | +10.97% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 0.71% | -0.13% | -6.85% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.29% | +0.47% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.69% | -0.07% | +5.56% | |
| 30 | BLKCHF | Blackrock Inc | 股票-其他 | 0.68% | — | -0.48% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.67% | +0.24% | -7.06% | |
| 32 | AMGN | Amgen Inc | 股票-醫療保健 | 0.65% | +0.03% | +2.45% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | +0.03% | +6.18% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.60% | -0.05% | +3.33% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工業 | 0.57% | +0.02% | +6.41% | |
| 36 | MO | Altria Group Inc | 股票-非循環性消費 | 0.56% | +0.02% | +1.04% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | -0.07% | +0.58% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | +0.01% | +0.65% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.48% | -0.12% | +1.14% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.07% | +1.16% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | -0.02% | +2.05% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.41% | — | +3.95% | |
| 43 | EOG | Eog Resources Inc | 股票-能源 | 0.41% | -0.06% | +0.43% | |
| 44 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.41% | +0.02% | +2.81% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.02% | +0.12% | |
| 46 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.36% | -0.06% | -12.01% | |
| 47 | NFLX | Netflix Inc | 股票-通訊服務 | 0.35% | -0.14% | +1.17% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.33% | -0.23% | +1.19% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.32% | -0.05% | +0.89% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.32% | — | -0.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +6.62% | 加碼 |
| 2 | SCHR | Schwab Intermediate-term US | +0.3% | +29.45% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.2% | +1.86% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +0.86% | 加碼 |
| 5 | HD | Home Depot Inc | +0.2% | -0.20% | 減碼 |
| 6 | BMY | Bristol-myers Squibb Co | +0.1% | +3.33% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.1% | +962.33% | 加碼 |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +0.24% | 加碼 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.49% | 加碼 |
| 10 | VZ | Verizon Communications Inc | +0.1% | +6.23% | 加碼 |
| 11 | BLKCHF | Blackrock Inc | +0.1% | -0.48% | 減碼 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +2.07% | 加碼 |
| 13 | LMT | Lockheed Martin CORP | +0.1% | -6.85% | 減碼 |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.1% | +1.13% | 加碼 |
| 15 | PFE | Pfizer Inc | +0.1% | +10.97% | 加碼 |
| 16 | KO | Coca-cola Co/the | +0.1% | -0.91% | 減碼 |
| 17 | WMT | Walmart Inc | +0.1% | +1.14% | 加碼 |
| 18 | ABBV | Abbvie Inc | +0.1% | -4.56% | 減碼 |
| 19 | TXN | Texas Instruments Inc | +0.1% | +4.23% | 加碼 |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +1.13% | 加碼 |
| 21 | ORCL | Oracle CORP | +0.1% | +0.12% | 加碼 |
| 22 | USB | US Bancorp | +0.1% | +3.95% | 加碼 |
| 23 | MO | Altria Group Inc | +0.1% | +1.04% | 加碼 |
| 24 | BDX | Becton Dickinson And Co | +0.1% | +78.96% | 加碼 |
| 25 | VV | Vanguard Large-cap ETF | +0.1% | +65.82% | 加碼 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +6.18% | 加碼 |
| 27 | IBM | Intl Business Machines CORP | +0.1% | +0.02% | 加碼 |
| 28 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.1% | -0.63% | 減碼 |
| 29 | MA | Mastercard Inc - A | +0.1% | +2.05% | 加碼 |
| 30 | JNJ | Johnson & Johnson | +0.1% | +0.58% | 加碼 |
| 31 | PEP | Pepsico Inc | +0.1% | +5.56% | 加碼 |
| 32 | MCD | Mcdonald's CORP | +0.1% | +0.89% | 加碼 |
| 33 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | +60.47% | 加碼 |
| 35 | ACN | Accenture plc | +0.1% | +1.19% | 加碼 |
| 36 | CINF | Cincinnati Financial CORP | +0.1% | +26.71% | 加碼 |
| 37 | AMT | American Tower CORP | +0.1% | +4.89% | 加碼 |
| 38 | PSA | Public Storage | +0.1% | +1.99% | 加碼 |
| 39 | CMF | Ishares California Muni Bond | +0.1% | +37.90% | 加碼 |
| 40 | PH | Parker Hannifin CORP | 0% | +3.87% | 加碼 |
| 41 | UNH | Unitedhealth Group Inc | 0% | -7.06% | 減碼 |
| 42 | OKE | Oneok Inc | 0% | +3.94% | 加碼 |
| 43 | WEC | Wec Energy Group Inc | 0% | +102.60% | 加碼 |
| 44 | CVX | Chevron CORP | 0% | +11.48% | 加碼 |
| 45 | FAST | Fastenal Co | 0% | +3.16% | 加碼 |
| 46 | RTX | Rtx CORP | 0% | -0.16% | 減碼 |
| 47 | HDEF | Xtrackers Msci Eafe High Div | 0% | +15.37% | 加碼 |
| 48 | SCYB | Schwab High Yield Bond ETF | 0% | +1211.05% | 加碼 |
| 49 | PM | Philip Morris International | 0% | -4.85% | 減碼 |
| 50 | GE | General Electric | 0% | +0.12% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Charles Schwab Investment Management Inc 在 Q3 2024 季度的美股持倉總市值約為 US$7513.2億，共申報了 3501 個公開持股部位。
在 Q3 2024 季度，Charles Schwab Investment Management Inc 按市值排列的前三大核心持股分別為：AAPL (4.2%)、MSFT (3.9%)、NVDA (3.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.2% 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
TEL
市值: US$2.7億
本季最大獲利了結 / 清倉標的
SCHX
前期市值: US$95.8億
在 Q3 2024 季度中，Charles Schwab Investment Management Inc 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 123 個部位、減碼 37 個部位以及清倉 36 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 SCHX。
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。