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
6147 檔
17.5%
在 Q3 2024 申報期間，Citadel Advisors LLC（CIK: 0001423053）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$8750.1億，共持有 6147 個公開申報部位。
Q3 2024 數據顯示 Citadel Advisors LLC 積極進場，新開立 4 個部位並同步加碼 111 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SPY, QQQ, NVDA）累計市值佔比達 17.5%，是驅動 Citadel Advisors LLC 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 6147 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 | 11.57% | -0.02% | +11.64% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.26% | +0.57% | -7.42% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.34% | -1.16% | -18.92% | |
| 4 | TSLA | Tesla Inc | 股票-循環性消費 | 3.32% | -1.12% | -3.87% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.11% | -0.28% | +4.74% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.77% | -0.03% | -4.73% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.48% | -0.58% | +7.43% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | +0.06% | -0.63% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.25% | -0.34% | -22.94% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 0.91% | +1.31% | -4.64% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 0.83% | -0.15% | +638.41% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 0.79% | -0.50% | +3.94% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | -0.18% | +9.02% | |
| 14 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.66% | -0.28% | +23.82% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.65% | -1.50% | +65.89% | |
| 16 | MSTR | Strategy Inc | 股票-科技 | 0.64% | -0.18% | +899.13% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.64% | -0.16% | +35.71% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | +0.18% | +16.05% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | -0.09% | +17.04% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.55% | +1.34% | +33.49% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.54% | -0.04% | -8.11% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.54% | -0.05% | +38.36% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.51% | -0.10% | -27.55% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.48% | +0.12% | +0.35% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | — | -24.08% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 0.45% | +0.01% | +2.83% | |
| 27 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.43% | -0.10% | +56.49% | |
| 28 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.43% | -0.08% | +105.54% | |
| 29 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.42% | -0.05% | +46.19% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.01% | +10.35% | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.40% | -0.08% | -2.82% | |
| 32 | SMCIUSD | Super Micro Computer Inc | 股票-其他 | 0.39% | — | +36.00% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | -0.11% | -18.97% | |
| 34 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +2.76% | +13.97% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.37% | -0.03% | +17.18% | |
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.37% | +0.15% | -0.59% | |
| 37 | C | Citigroup Inc | 股票-金融 | 0.35% | -0.12% | +28.52% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | -0.07% | +28.63% | |
| 39 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.35% | — | -18.94% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.35% | -0.16% | -0.40% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.32% | +0.56% | +64.59% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.31% | +0.18% | +74.25% | |
| 43 | BA | Boeing Co/the | 股票-工業 | 0.31% | -0.10% | -5.19% | |
| 44 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.30% | -0.09% | +16.77% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.18% | +16.37% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.30% | -0.02% | +41.49% | |
| 47 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.28% | -0.07% | +48.90% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.27% | +0.09% | -11.24% | |
| 49 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.27% | +0.20% | +5.53% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.27% | -0.05% | +3.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | +11.64% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.6% | -3.87% | 減碼 |
| 3 | META | Meta Platforms Inc-class A | +0.3% | +7.43% | 加碼 |
| 4 | AAPL | Apple Inc | +0.3% | +4.74% | 加碼 |
| 5 | GLD | Spdr Gold Shares | +0.3% | +65.89% | 加碼 |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +38.36% | 加碼 |
| 7 | FXI | Ishares China Large-cap ETF | +0.3% | +105.54% | 加碼 |
| 8 | EEM | Ishares Msci Emerging Market | +0.2% | +35.71% | 加碼 |
| 9 | BKNG | Booking Holdings Inc | +0.1% | +23.82% | 加碼 |
| 10 | PDD | Pdd Holdings Inc | +0.1% | +46.19% | 加碼 |
| 11 | WMT | Walmart Inc | +0.1% | +28.63% | 加碼 |
| 12 | SPOT | Spotify Technology S.A. | +0.1% | +48.90% | 加碼 |
| 13 | HD | Home Depot Inc | +0.1% | +41.49% | 加碼 |
| 14 | MSTR | Strategy Inc | +0.1% | +899.13% | 加碼 |
| 15 | SMH | Vaneck Semiconductor ETF | +0.1% | +33.49% | 加碼 |
| 16 | MDT | Medtronic plc | +0.1% | +142.56% | 加碼 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +17.04% | 加碼 |
| 18 | MA | Mastercard Inc - A | +0.1% | +40.46% | 加碼 |
| 19 | MCD | Mcdonald's CORP | +0.1% | +27.70% | 加碼 |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +153.63% | 加碼 |
| 21 | XLY | Ss Consumer Disc Select Sect | +0.1% | +57.85% | 加碼 |
| 22 | GEHC | GE Healthcare Technology | +0.1% | +258.37% | 加碼 |
| 23 | COIN | Coinbase Global Inc -class A | +0.1% | +56.49% | 加碼 |
| 24 | NKE | Nike Inc -cl B | +0.1% | +16.77% | 加碼 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +10.35% | 加碼 |
| 26 | GE | General Electric | +0.1% | +25.71% | 加碼 |
| 27 | C | Citigroup Inc | +0.1% | +28.52% | 加碼 |
| 28 | DHR | Danaher CORP | +0.1% | +110.38% | 加碼 |
| 29 | VOO | Vanguard S&p 500 ETF | +0.1% | +81.61% | 加碼 |
| 30 | MAR | Marriott International -cl A | +0.1% | +143.86% | 加碼 |
| 31 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.65% | 減碼 |
| 32 | CVS | Cvs Health CORP | +0.1% | +70.30% | 加碼 |
| 33 | JD | Jd.com Inc-adr | +0.1% | +54.95% | 加碼 |
| 34 | TEAM | Atlassian Corp-cl A | +0.1% | +129.58% | 加碼 |
| 35 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +110.82% | 加碼 |
| 36 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +74.25% | 加碼 |
| 37 | INTC | Intel CORP | +0.1% | +64.59% | 加碼 |
| 38 | ABBV | Abbvie Inc | +0.1% | +34.88% | 加碼 |
| 39 | ORCL | Oracle CORP | +0.1% | +3.80% | 加碼 |
| 40 | PNC | Pnc Financial Services Group | +0.1% | +38.74% | 加碼 |
| 41 | WYNN | Wynn Resorts LTD | +0.1% | +63.18% | 加碼 |
| 42 | APH | Amphenol Corp-cl A | +0.1% | +183.41% | 加碼 |
| 43 | ANETEUR | Arista Networks Inc | +0.1% | +26.47% | 加碼 |
| 44 | COF | Capital One Financial CORP | +0.1% | +104.48% | 加碼 |
| 45 | LLY | Eli Lilly & Co | 0% | +16.05% | 加碼 |
| 46 | UPS | United Parcel Service-cl B | 0% | +37.90% | 加碼 |
| 47 | JNJ | Johnson & Johnson | 0% | +19.13% | 加碼 |
| 48 | PM | Philip Morris International | 0% | +56.91% | 加碼 |
| 49 | MMM | 3m Co | 0% | +8.92% | 加碼 |
| 50 | KWEB | Kranesh Csi China Internet | 0% | +45.75% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Citadel Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$8750.1億，共申報了 6147 個公開持股部位。
在 Q3 2024 季度，Citadel Advisors LLC 按市值排列的前三大核心持股分別為：SPY (11.6%)、QQQ (6.3%)、NVDA (5.3%)。其中最大持股部位 SPY 佔據整體投資組合約 11.6% 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
FERG
市值: US$2.1億
本季最大獲利了結 / 清倉標的
NVR
前期市值: US$1.7億
在 Q3 2024 季度中，Citadel Advisors LLC 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 111 個部位、減碼 84 個部位以及清倉 1 個部位。 其中最大新建倉標的為 FERG。 本季清倉部位包含 NVR。
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。