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: 0001423053
申報總市值
US$8750.1億
US$8750.1億
6317 檔
18.0%
Q1 2024 季度申報顯示，Citadel Advisors LLC 揭露的美股組合總市值為 US$8750.1億，涵蓋 6317 個不同之權益投資部位。
在 Q1 2024，Citadel Advisors LLC 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 30 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
整體而言，Citadel Advisors LLC 的前 5 大持股（包含 SPY, NVDA, QQQ）貢獻了組合市值的 18.0%，形成該機構在 Q1 2024 季度的基本面基石。
僅顯示前 200 大持股（共 6317 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 | 11.18% | -0.02% | -31.78% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.17% | -1.16% | +9.29% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.33% | +0.57% | +7.39% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.19% | -0.03% | +2.56% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | +0.06% | -17.34% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.47% | -0.58% | -25.84% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 2.47% | -1.12% | -7.39% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.65% | -0.28% | -12.85% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.51% | -0.34% | -27.39% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 1.22% | +1.31% | +7.56% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | -0.15% | +33.61% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.87% | -0.10% | -25.35% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | — | -14.67% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 0.78% | -0.50% | -31.30% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | -0.18% | -25.62% | |
| 16 | MSTR | Strategy Inc | 股票-科技 | 0.74% | -0.18% | +114.83% | |
| 17 | SMCIUSD | Super Micro Computer Inc | 股票-其他 | 0.64% | — | +126.89% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.11% | -9.57% | |
| 19 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.56% | — | +10.63% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | +0.18% | -13.04% | |
| 21 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.48% | -0.28% | -37.65% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.48% | -0.03% | -19.33% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | -0.09% | -1.63% | |
| 24 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.45% | -0.10% | +4.48% | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.43% | +1.34% | +65.64% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 0.43% | +0.01% | -1.41% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | -0.04% | +43.22% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.39% | +0.12% | +153.70% | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.39% | -0.08% | -10.94% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.38% | -0.16% | +70.43% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.38% | +0.15% | +33.38% | |
| 32 | BA | Boeing Co/the | 股票-工業 | 0.38% | -0.10% | +4.03% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.37% | -0.04% | -36.67% | |
| 34 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +2.76% | +12.68% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | -0.01% | +4.63% | |
| 36 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.35% | -0.06% | +12.80% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.33% | +0.09% | +43.94% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.33% | -0.05% | +23.65% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.31% | +0.04% | +57.44% | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.31% | -0.13% | +16.86% | |
| 41 | HES | Hess CORP | 股票-其他 | 0.30% | — | +623.92% | |
| 42 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.30% | — | +265.63% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.30% | -1.50% | -16.08% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.29% | -0.09% | -6.82% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.29% | +0.01% | +205.29% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.28% | -0.16% | +5.67% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.28% | -0.12% | -19.24% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.28% | -0.12% | -34.66% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.28% | +0.18% | +32.53% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | -0.18% | +9.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.4% | +9.29% | 加碼 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +7.39% | 加碼 |
| 3 | MSTR | Strategy Inc | +0.6% | +114.83% | 加碼 |
| 4 | SMCIUSD | Super Micro Computer Inc | +0.6% | +126.89% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.3% | +33.61% | 加碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +153.70% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.3% | +7.56% | 加碼 |
| 8 | HES | Hess CORP | +0.3% | +623.92% | 加碼 |
| 9 | PXDEUR | Pioneer Natural Resources Co | +0.2% | +265.63% | 加碼 |
| 10 | SMH | Vaneck Semiconductor ETF | +0.2% | +65.64% | 加碼 |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +205.29% | 加碼 |
| 12 | COIN | Coinbase Global Inc -class A | +0.2% | +4.48% | 加碼 |
| 13 | BAC | Bank Of America CORP | +0.2% | +43.22% | 加碼 |
| 14 | EEM | Ishares Msci Emerging Market | +0.2% | +70.43% | 加碼 |
| 15 | CMG | Chipotle Mexican Grill Inc | +0.2% | +10.63% | 加碼 |
| 16 | ARM | Arm Holdings Plc-adr | +0.2% | +169.12% | 加碼 |
| 17 | ASML | ASML Holding N.V. | +0.2% | +57.44% | 加碼 |
| 18 | MRVL | Marvell Technology Inc | +0.2% | +145.44% | 加碼 |
| 19 | QCOM | Qualcomm Inc | +0.1% | +43.94% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.1% | +12.68% | 加碼 |
| 21 | IWM | Ishares Russell 2000 ETF | +0.1% | +2.56% | 加碼 |
| 22 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +155.49% | 加碼 |
| 23 | DASH | Doordash Inc - A | +0.1% | +153.75% | 加碼 |
| 24 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +32.53% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +16.86% | 加碼 |
| 26 | RTX | Rtx CORP | +0.1% | +70.08% | 加碼 |
| 27 | KO | Coca-cola Co/the | +0.1% | +43.06% | 加碼 |
| 28 | DDOG | Datadog Inc - Class A | +0.1% | +62.39% | 加碼 |
| 29 | PANW | Palo Alto Networks Inc | +0.1% | +33.38% | 加碼 |
| 30 | LLY | Eli Lilly & Co | +0.1% | -13.04% | 減碼 |
| 31 | USX1 | United States Steel CORP | -0.1% | -68.83% | 減碼 |
| 32 | DT | Dynatrace Inc | -0.1% | -86.82% | 減碼 |
| 33 | CI | THE Cigna Group | -0.1% | -57.97% | 減碼 |
| 34 | MS | Morgan Stanley | -0.1% | -40.88% | 減碼 |
| 35 | INTC | Intel CORP | -0.1% | -13.30% | 減碼 |
| 36 | SNOW | Snowflake Inc | -0.1% | -21.04% | 減碼 |
| 37 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | -42.32% | 減碼 |
| 38 | T | At&t Inc | -0.1% | -52.00% | 減碼 |
| 39 | ADBE | Adobe Inc | -0.1% | -1.41% | 減碼 |
| 40 | BA | Boeing Co/the | -0.1% | +4.03% | 加碼 |
| 41 | NFLX | Netflix Inc | -0.2% | -31.30% | 減碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | -25.62% | 減碼 |
| 43 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -36.67% | 減碼 |
| 44 | BKNG | Booking Holdings Inc | -0.3% | -37.65% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.3% | -17.34% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.3% | -27.39% | 減碼 |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.3% | -25.35% | 減碼 |
| 48 | AAPL | Apple Inc | -0.6% | -12.85% | 減碼 |
| 49 | TSLA | Tesla Inc | -1.4% | -7.39% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4.3% | -31.78% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Citadel Advisors LLC 在 Q1 2024 季度的美股持倉總市值約為 US$8750.1億，共申報了 6317 個公開持股部位。
在 Q1 2024 季度，Citadel Advisors LLC 按市值排列的前三大核心持股分別為：SPY (11.2%)、NVDA (7.2%)、QQQ (6.3%)。其中最大持股部位 SPY 佔據整體投資組合約 11.2% 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。
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$772.3億
在 Q1 2024 季度中，Citadel Advisors LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 30 個部位、減碼 20 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。