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: 0000354204
申報總市值
US$5518.4億
US$5518.4億
3387 檔
6.1%
截至 Q1 2024 季度末，Dimensional Fund Advisors LP 的美股持倉估值約為 US$5518.4億，全數申報部位共有 3387 檔。
Dimensional Fund Advisors LP 在 Q1 2024 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 25 檔持股的同時，亦同步清倉 2 檔並減碼 22 檔標的。
整體而言，Dimensional Fund Advisors LP 的前 5 大持股（包含 MSFT, AAPL, NVDA）貢獻了組合市值的 6.1%，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 3387 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 | 2.57% | -0.18% | -0.85% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.33% | +0.03% | +7.83% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | +0.02% | +18.50% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.22% | +0.12% | +2.46% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.01% | +1.49% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.99% | -0.09% | -14.24% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | -0.31% | -4.34% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.05% | +0.51% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.13% | +0.40% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +0.08% | -8.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | +0.06% | +4.76% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | +0.02% | +2.05% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.18% | -3.14% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | +2.78% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | -0.04% | +0.45% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | -0.09% | +11.30% | |
| 17 | PLD | Prologis Inc | 股票-房地產 | 0.45% | -0.04% | +0.46% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.45% | -0.01% | +2.34% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.44% | -0.05% | -0.95% | |
| 20 | SHEL | Shell Plc-adr | 股票-能源 | 0.41% | -0.12% | +0.06% | |
| 21 | COP | Conocophillips | 股票-能源 | 0.41% | -0.09% | -1.22% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.41% | — | +2.49% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.40% | -0.08% | -1.35% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | +0.01% | +5.09% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.39% | +0.07% | +16.04% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | +0.01% | -1.79% | |
| 27 | AMT | American Tower CORP | 股票-房地產 | 0.35% | -0.04% | +0.90% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.32% | -0.06% | +2.98% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.30% | -0.03% | +0.39% | |
| 30 | EQIX | Equinix Inc | 股票-房地產 | 0.29% | -0.02% | +1.51% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.29% | +0.08% | +21.66% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.29% | +0.13% | +2.50% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.29% | +0.29% | +0.18% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.27% | -0.01% | +0.60% | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 0.27% | -0.04% | -14.97% | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.27% | -0.02% | -5.48% | |
| 37 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.26% | +0.01% | -0.92% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.26% | -0.03% | +1.67% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.25% | -0.09% | +200.20% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.25% | +0.19% | -14.64% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.25% | -0.02% | +0.27% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.24% | -0.03% | -1.82% | |
| 43 | CI | THE Cigna Group | 股票-醫療保健 | 0.24% | — | -1.34% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.24% | -0.07% | -5.49% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.24% | -0.07% | -4.93% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.23% | -0.02% | +3.51% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.23% | +0.02% | -0.19% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.23% | -0.04% | +10.46% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.23% | +0.02% | -4.91% | |
| 50 | DHR | Danaher CORP | 股票-醫療保健 | 0.22% | -0.01% | +0.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +18.50% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.1% | +2.46% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +0.1% | +0.40% | 加碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.1% | +1.49% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.1% | -0.85% | 減碼 |
| 6 | META | Meta Platforms Inc-class A | +0.1% | -14.24% | 減碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.51% | 加碼 |
| 8 | ABBV | Abbvie Inc | +0.1% | +2.49% | 加碼 |
| 9 | CAT | Caterpillar Inc | +0.1% | +2.50% | 加碼 |
| 10 | SMCIUSD | Super Micro Computer Inc | +0.1% | -20.57% | 減碼 |
| 11 | MPC | Marathon Petroleum CORP | +0.1% | -5.48% | 減碼 |
| 12 | CPAY | Corpay Inc | +0.1% | NEW | 新建倉 |
| 13 | DIS | Walt Disney Co/the | 0% | +2.50% | 加碼 |
| 14 | MU | Micron Technology Inc | 0% | -2.77% | 減碼 |
| 15 | VST | Vistra CORP | 0% | -8.68% | 減碼 |
| 16 | XOM | Exxon Mobil CORP | 0% | -4.34% | 減碼 |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | +4.76% | 加碼 |
| 18 | PG | Procter & Gamble Co/the | 0% | +5.09% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | 0% | +21.66% | 加碼 |
| 20 | CRM | Salesforce Inc | 0% | +10.46% | 加碼 |
| 21 | ASML | ASML Holding N.V. | 0% | +0.31% | 加碼 |
| 22 | WFC | Wells Fargo & Co | 0% | +0.39% | 加碼 |
| 23 | KR | Kroger Co | 0% | +2.19% | 加碼 |
| 24 | GE | General Electric | 0% | -6.12% | 減碼 |
| 25 | VLO | Valero Energy CORP | 0% | -1.97% | 減碼 |
| 26 | HIG | Hartford Insurance Group Inc | 0% | +0.78% | 加碼 |
| 27 | PCAR | Paccar Inc | 0% | -2.52% | 減碼 |
| 28 | MA | Mastercard Inc - A | 0% | +0.45% | 加碼 |
| 29 | HD | Home Depot Inc | 0% | +2.34% | 加碼 |
| 30 | ORCL | Oracle CORP | 0% | +3.51% | 加碼 |
| 31 | CI | THE Cigna Group | 0% | -1.34% | 減碼 |
| 32 | DE | Deere & Co | 0% | +16.97% | 加碼 |
| 33 | IBM | Intl Business Machines CORP | 0% | -0.19% | 減碼 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +2.05% | 加碼 |
| 35 | AVGO | Broadcom Inc | 0% | -8.67% | 減碼 |
| 36 | JNJ | Johnson & Johnson | 0% | +11.30% | 加碼 |
| 37 | V | Visa Inc-class A Shares | 0% | +2.78% | 加碼 |
| 38 | VZ | Verizon Communications Inc | 0% | -1.35% | 減碼 |
| 39 | BAC | Bank Of America CORP | 0% | -1.79% | 減碼 |
| 40 | MDC1USD | Mdc Holdings Inc | 0% | -48.68% | 減碼 |
| 41 | CRH | CRH plc | 0% | -53.72% | 減碼 |
| 42 | FLT1EUR | Fleetcor Technologies Inc | -0.1% | EXIT | 清倉 |
| 43 | ✓ | -0.1% | EXIT | 清倉 | |
| 44 | USX1 | United States Steel CORP | -0.1% | -20.01% | 減碼 |
| 45 | ADBE | Adobe Inc | -0.1% | -2.46% | 減碼 |
| 46 | INTC | Intel CORP | -0.1% | +0.18% | 加碼 |
| 47 | NYCBEUR | New York Community Bancorp | -0.1% | -73.94% | 減碼 |
| 48 | PFE | Pfizer Inc | -0.1% | -14.97% | 減碼 |
| 49 | TSLA | Tesla Inc | -0.1% | -8.66% | 減碼 |
| 50 | AAPL | Apple Inc | -0.3% | +7.83% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Dimensional Fund Advisors LP 在 Q1 2024 季度的美股持倉總市值約為 US$5518.4億，共申報了 3387 個公開持股部位。
在 Q1 2024 季度，Dimensional Fund Advisors LP 按市值排列的前三大核心持股分別為：MSFT (2.6%)、AAPL (2.3%)、NVDA (1.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.6% 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
CPAY
市值: US$2.0億
本季最大獲利了結 / 清倉標的
FLT1EUR
前期市值: US$1.7億
在 Q1 2024 季度中，Dimensional Fund Advisors LP 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 25 個部位、減碼 22 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CPAY。 本季清倉部位包含 FLT1EUR。
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。