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
3373 檔
7.8%
根據最新整理的 13F 季度數據集，Dimensional Fund Advisors LP 於 Q2 2024 結束時的管理資產規模為 US$5518.4億。該機構在本季度申報了 3373 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2024，Dimensional Fund Advisors LP 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 33 個既有持股進行加碼（合計增持 35 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 7.8%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 3373 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 | NVDA | Nvidia CORP | 股票-科技 | 2.97% | +0.02% | +1123.24% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.92% | +0.03% | +5.55% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.81% | -0.18% | +6.94% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.35% | +0.12% | +6.97% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.01% | +4.80% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | -0.31% | +16.94% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.09% | +2.77% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | +0.13% | +5.03% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | +0.06% | +6.71% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | -0.05% | +6.32% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | +0.02% | +4.54% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.18% | +0.98% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | +9.81% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 0.51% | +0.08% | -35.77% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.51% | +0.07% | +29.98% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.09% | +16.16% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.04% | +6.04% | |
| 18 | SHEL | Shell Plc-adr | 股票-能源 | 0.43% | -0.12% | +0.43% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | +0.01% | +8.19% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 0.42% | -0.01% | +7.73% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.40% | — | +7.59% | |
| 22 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.39% | -0.05% | +2.68% | |
| 23 | PLD | Prologis Inc | 股票-房地產 | 0.39% | -0.04% | +2.47% | |
| 24 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.38% | -0.08% | +1.53% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | +0.01% | -0.78% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.34% | -0.07% | +28.25% | |
| 27 | COP | Conocophillips | 股票-能源 | 0.34% | -0.09% | -4.51% | |
| 28 | AMT | American Tower CORP | 股票-房地產 | 0.33% | -0.04% | -0.07% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.33% | +0.08% | +22.46% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.32% | -0.06% | +8.21% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.31% | -0.03% | +4.38% | |
| 32 | WMT | Walmart Inc | 股票-非循環性消費 | 0.29% | -0.09% | +5.43% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.27% | -0.02% | +6.16% | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.27% | +0.13% | +5.69% | |
| 35 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.26% | +0.01% | +1.29% | |
| 36 | EQIX | Equinix Inc | 股票-房地產 | 0.26% | -0.02% | +1.51% | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.26% | -0.01% | +9.08% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.25% | +0.04% | +3.69% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.25% | -0.03% | -1.64% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.25% | -0.01% | +1.17% | |
| 41 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.25% | +0.02% | +3.33% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.25% | -0.03% | +12.25% | |
| 43 | PFE | Pfizer Inc | 股票-醫療保健 | 0.24% | -0.04% | -6.64% | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.23% | -0.04% | +22.70% | |
| 45 | T | At&t Inc | 股票-通訊服務 | 0.23% | -0.09% | -1.03% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.23% | +0.19% | +6.56% | |
| 47 | CI | THE Cigna Group | 股票-醫療保健 | 0.23% | — | +6.08% | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.22% | +0.02% | +2.83% | |
| 49 | DHR | Danaher CORP | 股票-醫療保健 | 0.22% | -0.01% | +2.57% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.22% | -0.02% | +6.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +1123.24% | 加碼 |
| 2 | AAPL | Apple Inc | +0.6% | +5.55% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.2% | +6.94% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.71% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.1% | +6.97% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.1% | +5.03% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +16.94% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +4.54% | 加碼 |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | +29.98% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.1% | +28.25% | 加碼 |
| 11 | LH | Labcorp Holdings Inc | +0.1% | NEW | 新建倉 |
| 12 | NVS | Novartis Ag-sponsored Adr | +0.1% | +23.09% | 加碼 |
| 13 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 14 | TSLA | Tesla Inc | 0% | +9.08% | 加碼 |
| 15 | ADBE | Adobe Inc | 0% | +12.25% | 加碼 |
| 16 | CSCO | Cisco Systems Inc | 0% | +22.46% | 加碼 |
| 17 | WMT | Walmart Inc | 0% | +5.43% | 加碼 |
| 18 | ORCL | Oracle CORP | 0% | +6.16% | 加碼 |
| 19 | NFLX | Netflix Inc | 0% | +23.19% | 加碼 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +4.80% | 加碼 |
| 21 | META | Meta Platforms Inc-class A | 0% | +2.77% | 加碼 |
| 22 | QCOM | Qualcomm Inc | 0% | +3.69% | 加碼 |
| 23 | PG | Procter & Gamble Co/the | 0% | +8.19% | 加碼 |
| 24 | ADI | Analog Devices Inc | 0% | +5.76% | 加碼 |
| 25 | KLAC | Kla CORP | 0% | +8.84% | 加碼 |
| 26 | TJX | Tjx Companies Inc | 0% | +11.83% | 加碼 |
| 27 | CHRD | Chord Energy CORP | 0% | +72.00% | 加碼 |
| 28 | JNJ | Johnson & Johnson | 0% | +16.16% | 加碼 |
| 29 | SHEL | Shell Plc-adr | 0% | +0.43% | 加碼 |
| 30 | AMGN | Amgen Inc | 0% | +6.39% | 加碼 |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | -6.56% | 減碼 |
| 32 | ABT | Abbott Laboratories | 0% | +27.38% | 加碼 |
| 33 | CPE* | Callon Petroleum Co | 0% | EXIT | 清倉 |
| 34 | FTI | TechnipFMC plc | 0% | -52.14% | 減碼 |
| 35 | NUE | Nucor CORP | 0% | +2.21% | 加碼 |
| 36 | MDC1USD | Mdc Holdings Inc | -0.1% | EXIT | 清倉 |
| 37 | WIREEUR | Encore Wire CORP | -0.1% | -56.31% | 減碼 |
| 38 | CMCSA | Comcast Corp-class A | -0.1% | +2.68% | 加碼 |
| 39 | CVS | Cvs Health CORP | -0.1% | -2.72% | 減碼 |
| 40 | BLDR | Builders Firstsource Inc | -0.1% | -10.82% | 減碼 |
| 41 | PLD | Prologis Inc | -0.1% | +2.47% | 加碼 |
| 42 | AELUSD | American Equity Invt Life Hl | -0.1% | EXIT | 清倉 |
| 43 | MPC | Marathon Petroleum CORP | -0.1% | -11.10% | 減碼 |
| 44 | COP | Conocophillips | -0.1% | -4.51% | 減碼 |
| 45 | ✓ | Laboratory Corp. of America | -0.1% | EXIT | 清倉 |
| 46 | GE | General Electric | -0.1% | -34.75% | 減碼 |
| 47 | BMY | Bristol-myers Squibb Co | -0.1% | -15.53% | 減碼 |
| 48 | INTC | Intel CORP | -0.1% | +2.75% | 加碼 |
| 49 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清倉 |
| 50 | AVGO | Broadcom Inc | -0.2% | -35.77% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Dimensional Fund Advisors LP 在 Q2 2024 季度的美股持倉總市值約為 US$5518.4億，共申報了 3373 個公開持股部位。
在 Q2 2024 季度，Dimensional Fund Advisors LP 按市值排列的前三大核心持股分別為：NVDA (3.0%)、AAPL (2.9%)、MSFT (2.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.0% 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。
本季最大新建倉標的
LH
市值: US$2.9億
本季最大獲利了結 / 清倉標的
PXDEUR
前期市值: US$4.8億
在 Q2 2024 季度中，Dimensional Fund Advisors LP 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 33 個部位、減碼 10 個部位以及清倉 5 個部位。 其中最大新建倉標的為 LH。 本季清倉部位包含 PXDEUR。
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。