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
3349 檔
8.0%
Dimensional Fund Advisors LP 在 Q3 2024 季度的美股部位總計估值為 US$5518.4億，分散於 3349 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q3 2024 的資金脈絡，Dimensional Fund Advisors LP 在獲利結算 4 檔個股的同時，將資本重新部署至 2 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, MSFT）累計市值佔比達 8.0%，是驅動 Dimensional Fund Advisors LP 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 3349 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 | AAPL | Apple Inc | 股票-科技 | 2.97% | +0.03% | -0.69% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | +0.02% | +2.98% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.18% | +1.50% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.26% | +0.12% | +4.33% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.09% | +9.03% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | -0.01% | -3.72% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.31% | -1.87% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | -0.05% | -2.40% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.79% | +0.13% | +2.06% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.71% | +0.06% | +0.26% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | +0.02% | -1.03% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.57% | +0.07% | +5.19% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | -0.09% | +7.53% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | — | +6.38% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.04% | +4.30% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 0.47% | -0.01% | +3.77% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | — | +4.72% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.44% | +0.08% | +747.97% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.18% | -6.48% | |
| 20 | PLD | Prologis Inc | 股票-房地產 | 0.40% | -0.04% | -0.84% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.40% | +0.01% | -2.55% | |
| 22 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.39% | -0.08% | +0.84% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | -0.07% | +17.28% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.37% | +0.08% | +8.81% | |
| 25 | SHEL | Shell Plc-adr | 股票-能源 | 0.37% | -0.12% | +0.88% | |
| 26 | AMT | American Tower CORP | 股票-房地產 | 0.37% | -0.04% | -0.27% | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.35% | -0.05% | -8.88% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.32% | -0.02% | +5.36% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | +0.01% | -6.50% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.31% | -0.06% | +2.52% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.31% | -0.09% | -2.45% | |
| 32 | TSLA | Tesla Inc | 股票-循環性消費 | 0.30% | -0.01% | -5.59% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.29% | +0.13% | +0.95% | |
| 34 | EQIX | Equinix Inc | 股票-房地產 | 0.28% | -0.02% | -1.90% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.28% | -0.09% | -3.41% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.28% | -0.03% | +1.42% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.27% | -0.03% | +2.07% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.27% | -0.04% | +15.28% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | +0.02% | +3.92% | |
| 40 | T | At&t Inc | 股票-通訊服務 | 0.26% | -0.09% | +5.65% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.26% | -0.01% | -1.89% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.25% | +0.02% | -0.51% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.24% | — | +11.95% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.24% | -0.03% | +13.29% | |
| 45 | WELL | Welltower Inc | 股票-房地產 | 0.24% | +0.01% | -0.72% | |
| 46 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.24% | -0.04% | +12.07% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.24% | -0.05% | +14.60% | |
| 48 | PFE | Pfizer Inc | 股票-醫療保健 | 0.23% | -0.04% | +0.22% | |
| 49 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.23% | -0.03% | +9.25% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.22% | +0.19% | +5.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.2% | +9.03% | 加碼 |
| 2 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 3 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 4 | UNH | Unitedhealth Group Inc | +0.1% | +5.19% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.1% | +7.53% | 加碼 |
| 6 | AAPL | Apple Inc | +0.1% | -0.69% | 減碼 |
| 7 | HD | Home Depot Inc | +0.1% | +3.77% | 加碼 |
| 8 | COST | Costco Wholesale CORP | +0.1% | +17.28% | 加碼 |
| 9 | ORCL | Oracle CORP | +0.1% | +5.36% | 加碼 |
| 10 | IBM | Intl Business Machines CORP | +0.1% | +3.92% | 加碼 |
| 11 | GILD | Gilead Sciences Inc | +0.1% | +12.07% | 加碼 |
| 12 | ABBV | Abbvie Inc | 0% | +4.72% | 加碼 |
| 13 | MA | Mastercard Inc - A | 0% | +4.30% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | 0% | +8.81% | 加碼 |
| 15 | AMT | American Tower CORP | 0% | -0.27% | 減碼 |
| 16 | TSLA | Tesla Inc | 0% | -5.59% | 減碼 |
| 17 | CRM | Salesforce Inc | 0% | +15.28% | 加碼 |
| 18 | ABT | Abbott Laboratories | 0% | +14.60% | 加碼 |
| 19 | DE | Deere & Co | 0% | +11.95% | 加碼 |
| 20 | T | At&t Inc | 0% | +5.65% | 加碼 |
| 21 | WELL | Welltower Inc | 0% | -0.72% | 減碼 |
| 22 | TGT | Target CORP | 0% | +27.88% | 加碼 |
| 23 | LMT | Lockheed Martin CORP | 0% | +2.98% | 加碼 |
| 24 | PSA | Public Storage | 0% | -2.01% | 減碼 |
| 25 | URI | United Rentals Inc | 0% | -0.95% | 減碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.40% | 減碼 |
| 27 | CAT | Caterpillar Inc | 0% | +0.95% | 加碼 |
| 28 | WMT | Walmart Inc | 0% | -2.45% | 減碼 |
| 29 | RTX | Rtx CORP | 0% | -0.00% | 減碼 |
| 30 | EQIX | Equinix Inc | 0% | -1.90% | 減碼 |
| 31 | KO | Coca-cola Co/the | 0% | +2.07% | 加碼 |
| 32 | NVS | Novartis Ag-sponsored Adr | 0% | +9.25% | 加碼 |
| 33 | AXP | American Express Co | 0% | +3.86% | 加碼 |
| 34 | V | Visa Inc-class A Shares | 0% | +6.38% | 加碼 |
| 35 | PLD | Prologis Inc | 0% | -0.84% | 減碼 |
| 36 | VZ | Verizon Communications Inc | 0% | +0.84% | 加碼 |
| 37 | WIREEUR | Encore Wire CORP | 0% | EXIT | 清倉 |
| 38 | AMKR | Amkor Technology Inc | -0.1% | -5.77% | 減碼 |
| 39 | MU | Micron Technology Inc | -0.1% | -12.88% | 減碼 |
| 40 | COP | Conocophillips | -0.1% | -3.41% | 減碼 |
| 41 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | 清倉 |
| 42 | QCOM | Qualcomm Inc | -0.1% | -10.35% | 減碼 |
| 43 | AVGO | Broadcom Inc | -0.1% | +747.97% | 加碼 |
| 44 | FERG | Ferguson Enterprises Inc. | -0.1% | EXIT | 清倉 |
| 45 | CVX | Chevron CORP | -0.1% | -6.48% | 減碼 |
| 46 | INTC | Intel CORP | -0.1% | -26.35% | 減碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.1% | -1.03% | 減碼 |
| 48 | TEL | TE Connectivity plc | -0.1% | EXIT | 清倉 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.26% | 加碼 |
| 50 | MSFT | Microsoft CORP | -0.3% | +1.50% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Dimensional Fund Advisors LP 在 Q3 2024 季度的美股持倉總市值約為 US$5518.4億，共申報了 3349 個公開持股部位。
在 Q3 2024 季度，Dimensional Fund Advisors LP 按市值排列的前三大核心持股分別為：AAPL (3.0%)、NVDA (2.8%)、MSFT (2.5%)。其中最大持股部位 AAPL 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
TEL
市值: US$4.8億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$4.7億
在 Q3 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 26 個部位、減碼 18 個部位以及清倉 4 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
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。