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: 0001462020
申報總市值
US$387.8億
US$387.8億
612 檔
18.6%
Q1 2024 季度申報顯示，Chevy Chase Trust Holdings, LLC 揭露的美股組合總市值為 US$387.8億，涵蓋 612 個不同之權益投資部位。
Chevy Chase Trust Holdings, LLC 在 Q1 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 37 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
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 18.6%，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 612 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 | 6.95% | -0.55% | -0.87% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.56% | +0.04% | -1.64% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.35% | +0.04% | -3.84% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.68% | +0.03% | +0.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.06% | +0.29% | -1.07% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.02% | -0.16% | -0.90% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.95% | -0.24% | -1.63% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.88% | +0.25% | -1.69% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | -0.05% | -1.10% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.39% | -0.02% | -0.45% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.14% | +0.15% | -0.74% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.13% | +0.16% | -1.42% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.06% | +0.20% | -0.62% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.04% | -0.19% | -0.58% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.92% | -0.09% | +0.52% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 0.89% | -0.01% | -0.66% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.35% | -1.82% | |
| 18 | ACN | Accenture plc | 股票-科技 | 0.78% | -0.11% | +9.72% | |
| 19 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.76% | -0.17% | -2.88% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.75% | -0.07% | -1.29% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.72% | -0.06% | -1.30% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.72% | +0.02% | -1.84% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.71% | -0.03% | -1.37% | |
| 24 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.67% | +0.08% | -3.43% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.66% | -0.08% | -3.69% | |
| 26 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | -0.05% | +11.30% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.63% | -0.02% | -0.94% | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.62% | -0.13% | +7.30% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.61% | — | -0.25% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.60% | — | -0.87% | |
| 31 | KAI | Kadant Inc | 股票-其他 | 0.54% | -0.01% | -6.79% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.53% | -0.13% | +0.02% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.09% | -1.34% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | +0.71% | -0.90% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.17% | -2.55% | |
| 36 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.49% | -0.10% | -1.85% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | — | +0.25% | |
| 38 | SLB | Slb LTD | 股票-能源 | 0.48% | -0.04% | -4.50% | |
| 39 | NFLX | Netflix Inc | 股票-通訊服務 | 0.48% | -0.20% | -1.74% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.47% | -0.15% | +197.07% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.47% | -0.09% | -13.26% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.45% | -0.03% | -1.01% | |
| 43 | PI | Impinj Inc | 股票-科技 | 0.43% | +0.05% | -3.03% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.43% | -0.03% | +1.41% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.43% | +0.15% | -7.26% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.42% | -0.07% | -0.83% | |
| 47 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.42% | +0.04% | -0.76% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.41% | -0.06% | -0.81% | |
| 49 | LIN | Linde plc | 股票-原物料 | 0.41% | -0.03% | -0.88% | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.40% | -0.12% | -0.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -3.84% | 減碼 |
| 2 | META | Meta Platforms Inc-class A | +0.4% | -1.63% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +0.02% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +0.2% | -0.74% | 減碼 |
| 5 | DIS | Walt Disney Co/the | +0.2% | +11.30% | 加碼 |
| 6 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.2% | +602.69% | 加碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.90% | 減碼 |
| 8 | FNV | Franco-nevada CORP | +0.1% | +98.05% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.1% | -0.87% | 減碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -1.10% | 減碼 |
| 11 | PI | Impinj Inc | +0.1% | -3.03% | 減碼 |
| 12 | AXP | American Express Co | +0.1% | +24.63% | 加碼 |
| 13 | AVGO | Broadcom Inc | +0.1% | -0.62% | 減碼 |
| 14 | GE | General Electric | +0.1% | -0.95% | 減碼 |
| 15 | SNOW | Snowflake Inc | +0.1% | +116.32% | 加碼 |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -0.94% | 減碼 |
| 17 | VZ | Verizon Communications Inc | +0.1% | +7.30% | 加碼 |
| 18 | AMD | Advanced Micro Devices | +0.1% | -0.90% | 減碼 |
| 19 | NFLX | Netflix Inc | +0.1% | -1.74% | 減碼 |
| 20 | MU | Micron Technology Inc | +0.1% | -0.35% | 減碼 |
| 21 | ATO | Atmos Energy CORP | +0.1% | +134.70% | 加碼 |
| 22 | ISRG | Intuitive Surgical Inc | 0% | +0.02% | 加碼 |
| 23 | ASML | ASML Holding N.V. | 0% | -7.26% | 減碼 |
| 24 | CAT | Caterpillar Inc | 0% | -1.06% | 減碼 |
| 25 | AMAT | Applied Materials Inc | 0% | -2.77% | 減碼 |
| 26 | UBER | Uber Technologies Inc | 0% | -0.87% | 減碼 |
| 27 | XOM | Exxon Mobil CORP | 0% | -1.82% | 減碼 |
| 28 | ABBV | Abbvie Inc | 0% | -0.87% | 減碼 |
| 29 | CRM | Salesforce Inc | 0% | -1.34% | 減碼 |
| 30 | ORCL | Oracle CORP | 0% | -1.11% | 減碼 |
| 31 | WMT | Walmart Inc | 0% | +197.07% | 加碼 |
| 32 | BAC | Bank Of America CORP | 0% | +0.25% | 加碼 |
| 33 | WFC | Wells Fargo & Co | 0% | -1.75% | 減碼 |
| 34 | COST | Costco Wholesale CORP | 0% | -0.58% | 減碼 |
| 35 | MA | Mastercard Inc - A | 0% | -1.29% | 減碼 |
| 36 | CDNS | Cadence Design Sys Inc | 0% | -3.43% | 減碼 |
| 37 | PG | Procter & Gamble Co/the | — | -1.30% | 減碼 |
| 38 | ACN | Accenture plc | — | +9.72% | 加碼 |
| 39 | HD | Home Depot Inc | — | -1.37% | 減碼 |
| 40 | V | Visa Inc-class A Shares | 0% | -0.45% | 減碼 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.07% | 減碼 |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | -1.69% | 減碼 |
| 43 | SPLKCHF | Splunk Inc | -0.1% | EXIT | 清倉 |
| 44 | BA | Boeing Co/the | -0.1% | -0.17% | 減碼 |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.1% | -28.18% | 減碼 |
| 46 | ADBE | Adobe Inc | -0.1% | +1.41% | 加碼 |
| 47 | NKE | Nike Inc -cl B | -0.2% | -19.57% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | -1.42% | 減碼 |
| 49 | TSLA | Tesla Inc | -0.5% | -0.66% | 減碼 |
| 50 | AAPL | Apple Inc | -1.4% | -1.64% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Chevy Chase Trust Holdings, LLC 在 Q1 2024 季度的美股持倉總市值約為 US$387.8億，共申報了 612 個公開持股部位。
在 Q1 2024 季度，Chevy Chase Trust Holdings, LLC 按市值排列的前三大核心持股分別為：MSFT (7.0%)、AAPL (5.6%)、NVDA (5.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.0% 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
SPLKCHF
前期市值: US$2287.8萬
在 Q1 2024 季度中，Chevy Chase Trust Holdings, LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 13 個部位、減碼 36 個部位以及清倉 1 個部位。 本季清倉部位包含 SPLKCHF。
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。