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
3493 檔
11.7%
根據最新整理的 13F 季度數據集，Charles Schwab Investment Management Inc 於 Q4 2024 結束時的管理資產規模為 US$7513.2億。該機構在本季度申報了 3493 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，Charles Schwab Investment Management Inc 採取了強勁的買進策略，建倉與加碼動作（合計 164 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 11.7%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 3493 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 | 4.53% | -0.07% | +3.32% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.81% | -0.37% | +3.86% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.75% | -0.01% | +3.57% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.41% | -0.03% | +4.07% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.72% | -0.23% | +200.98% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.54% | -0.19% | +3.07% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.40% | +0.09% | +2.53% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.34% | +0.15% | +3.27% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.29% | -0.05% | +4.71% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.09% | -0.19% | +101.70% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.08% | +0.11% | +2.92% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.97% | -0.09% | +101.73% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 0.97% | +0.09% | -0.61% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.96% | — | -4.46% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | -0.06% | +2.46% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.91% | -0.08% | +7.30% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.90% | — | +15.10% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.02% | +0.35% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 0.88% | +0.11% | -2.66% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.85% | -0.02% | +18.48% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.85% | -0.31% | +2.40% | |
| 22 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.80% | -0.15% | +7.33% | |
| 23 | PFE | Pfizer Inc | 股票-醫療保健 | 0.76% | -0.05% | +19.45% | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 0.74% | +0.07% | +11.62% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.13% | +4.13% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +0.03% | +6.24% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.71% | -0.07% | +18.05% | |
| 28 | BLK | Blackrock Inc | 股票-金融 | 0.71% | -0.01% | — | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.67% | -0.13% | +17.87% | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.66% | -0.07% | -0.31% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 0.63% | +0.03% | +25.38% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.29% | +2.25% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.63% | -0.05% | -1.20% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.58% | +0.24% | +3.02% | |
| 35 | MO | Altria Group Inc | 股票-非循環性消費 | 0.58% | +0.02% | +3.99% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工業 | 0.54% | +0.02% | +6.10% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.12% | +1.10% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | +0.01% | +2.80% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.02% | +3.30% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | -0.07% | +3.26% | |
| 41 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | -0.07% | +3.11% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.44% | — | +5.20% | |
| 43 | NFLX | Netflix Inc | 股票-通訊服務 | 0.44% | -0.14% | +3.45% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.41% | -0.06% | +4.49% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.37% | -0.06% | +2.60% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.37% | +0.02% | +7.01% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | — | +0.70% | |
| 48 | OKE | Oneok Inc | 股票-能源 | 0.34% | -0.01% | +5.34% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.33% | -0.02% | -10.55% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.32% | -0.23% | +2.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.7% | NEW | 新建倉 |
| 2 | TSLA | Tesla Inc | +0.5% | +4.71% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.4% | +4.07% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +3.57% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.4% | +2.53% | 加碼 |
| 6 | AAPL | Apple Inc | +0.3% | +3.32% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.27% | 加碼 |
| 8 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +2.92% | 加碼 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +6.24% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 12 | NFLX | Netflix Inc | +0.1% | +3.45% | 加碼 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.29% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.35% | 加碼 |
| 15 | CRM | Salesforce Inc | +0.1% | +2.60% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | +1.10% | 加碼 |
| 17 | WFC | Wells Fargo & Co | +0.1% | -0.96% | 減碼 |
| 18 | BA | Boeing Co/the | +0.1% | +30.71% | 加碼 |
| 19 | APO | Apollo Global Management Inc | +0.1% | +60.60% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | 0% | -2.66% | 減碼 |
| 21 | PFE | Pfizer Inc | 0% | +19.45% | 加碼 |
| 22 | NOW | Servicenow Inc | 0% | +4.58% | 加碼 |
| 23 | OKE | Oneok Inc | 0% | +5.34% | 加碼 |
| 24 | MS | Morgan Stanley | 0% | +0.43% | 加碼 |
| 25 | APP | Applovin Corp-class A | 0% | +1.50% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | 0% | +3.07% | 加碼 |
| 27 | BMY | Bristol-myers Squibb Co | 0% | -1.20% | 減碼 |
| 28 | MA | Mastercard Inc - A | 0% | +3.30% | 加碼 |
| 29 | USB | US Bancorp | 0% | +5.20% | 加碼 |
| 30 | DIS | Walt Disney Co/the | 0% | +3.37% | 加碼 |
| 31 | BAC | Bank Of America CORP | 0% | +0.70% | 加碼 |
| 32 | BKNG | Booking Holdings Inc | 0% | +2.03% | 加碼 |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | 0% | NEW | 新建倉 |
| 34 | PULS | Pgim Ultra Short Bond ETF | 0% | NEW | 新建倉 |
| 35 | CNH | CNH Industrial N.V. | 0% | +269.80% | 加碼 |
| 36 | TPR | Tapestry Inc | 0% | +5.03% | 加碼 |
| 37 | VCLT | Vanguard Long-term CORP Bond | 0% | NEW | 新建倉 |
| 38 | GOVT | Ishares US Treasury Bond ETF | 0% | +56.67% | 加碼 |
| 39 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +685.70% | 加碼 |
| 40 | MRVL | Marvell Technology Inc | 0% | +5.08% | 加碼 |
| 41 | UAL | United Airlines Holdings Inc | 0% | +0.07% | 加碼 |
| 42 | PEP | Pepsico Inc | 0% | +18.05% | 加碼 |
| 43 | MO | Altria Group Inc | 0% | +3.99% | 加碼 |
| 44 | GS | Goldman Sachs Group Inc | 0% | +1.19% | 加碼 |
| 45 | KMI | Kinder Morgan, Inc. | 0% | -1.46% | 減碼 |
| 46 | WDAY | Workday Inc-class A | 0% | +62.83% | 加碼 |
| 47 | GEV | GE Vernova Inc | 0% | +3.06% | 加碼 |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +39.20% | 加碼 |
| 49 | PAYX | Paychex Inc | 0% | +5.46% | 加碼 |
| 50 | SCYB | Schwab High Yield Bond ETF | 0% | +215.89% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Charles Schwab Investment Management Inc 在 Q4 2024 季度的美股持倉總市值約為 US$7513.2億，共申報了 3493 個公開持股部位。
在 Q4 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 (4.5%)、MSFT (3.8%)、NVDA (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.5% 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
BLK
市值: US$38.3億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$35.6億
在 Q4 2024 季度中，Charles Schwab Investment Management Inc 共進行了 200 項持倉異動，包含新建倉 8 個部位、加碼 156 個部位、減碼 25 個部位以及清倉 11 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。