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
3339 檔
8.8%
截至 Q4 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 3339 檔。
觀察 Q4 2024 的申報異動，Dimensional Fund Advisors LP 採取了強勁的買進策略，建倉與加碼動作（合計 31 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Dimensional Fund Advisors LP 的前 5 大持股（包含 AAPL, NVDA, MSFT）貢獻了組合市值的 8.8%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 3339 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 | 3.24% | +0.03% | +2.42% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.15% | +0.02% | +2.94% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -0.18% | +2.00% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.52% | +0.12% | +3.78% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.26% | -0.09% | +6.27% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.01% | -2.56% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.31% | -8.34% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | +0.06% | +1.18% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | -0.05% | -3.21% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.69% | +0.13% | +1.30% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | +0.02% | +0.53% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | +3.37% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | +0.08% | -1.84% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.53% | +0.07% | +8.57% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.53% | -0.04% | +0.42% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.51% | -0.09% | +4.50% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | -0.01% | +2.54% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 0.45% | -0.01% | -0.98% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.43% | -0.07% | +8.81% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.18% | +0.52% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | +0.08% | +2.37% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.40% | — | +1.18% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | +0.01% | +2.83% | |
| 24 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.35% | -0.08% | +2.76% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.34% | -0.03% | +1.18% | |
| 26 | SHEL | Shell Plc-adr | 股票-能源 | 0.34% | -0.12% | -0.44% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.34% | -0.09% | -0.01% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | +0.01% | -2.36% | |
| 29 | PLD | Prologis Inc | 股票-房地產 | 0.33% | -0.04% | +0.19% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.32% | -0.02% | +4.35% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.31% | -0.05% | -1.07% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.31% | -0.04% | -3.88% | |
| 33 | EQIX | Equinix Inc | 股票-房地產 | 0.30% | -0.02% | -0.03% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.29% | +0.02% | +0.96% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.29% | -0.09% | +9.86% | |
| 36 | T | At&t Inc | 股票-通訊服務 | 0.28% | -0.09% | +6.10% | |
| 37 | AMT | American Tower CORP | 股票-房地產 | 0.28% | -0.04% | -0.78% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.28% | -0.06% | +2.10% | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.28% | +0.13% | +2.66% | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.28% | +0.02% | +63.12% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | +0.02% | +2.00% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.27% | -0.03% | +14.75% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.26% | — | +7.67% | |
| 44 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.26% | -0.04% | -0.53% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.25% | -0.05% | +7.00% | |
| 46 | MS | Morgan Stanley | 股票-金融 | 0.24% | +0.02% | -1.45% | |
| 47 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.24% | -0.01% | +11.25% | |
| 48 | WELL | Welltower Inc | 股票-房地產 | 0.23% | +0.01% | -3.64% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.22% | — | +4.31% | |
| 50 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.22% | -0.05% | +0.63% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.4% | +2.94% | 加碼 |
| 2 | AAPL | Apple Inc | +0.3% | +2.42% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +3.78% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.2% | -0.98% | 減碼 |
| 5 | AVGO | Broadcom Inc | +0.1% | -1.84% | 減碼 |
| 6 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | -2.56% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.18% | 加碼 |
| 9 | V | Visa Inc-class A Shares | +0.1% | +3.37% | 加碼 |
| 10 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +6.27% | 加碼 |
| 12 | EXE | Expand Energy CORP | +0.1% | +95.94% | 加碼 |
| 13 | APP | Applovin Corp-class A | +0.1% | +3.57% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +0.53% | 加碼 |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +63.12% | 加碼 |
| 16 | WFC | Wells Fargo & Co | +0.1% | +1.18% | 加碼 |
| 17 | UAL | United Airlines Holdings Inc | +0.1% | +7.15% | 加碼 |
| 18 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 19 | NFLX | Netflix Inc | +0.1% | +7.26% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +2.37% | 加碼 |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | +21.43% | 加碼 |
| 22 | COST | Costco Wholesale CORP | 0% | +8.81% | 加碼 |
| 23 | CRM | Salesforce Inc | 0% | -3.88% | 減碼 |
| 24 | GS | Goldman Sachs Group Inc | 0% | +0.96% | 加碼 |
| 25 | MS | Morgan Stanley | 0% | -1.45% | 減碼 |
| 26 | APTV | Aptiv PLC | 0% | NEW | 新建倉 |
| 27 | PFE | Pfizer Inc | 0% | -12.36% | 減碼 |
| 28 | PHM | Pultegroup Inc | 0% | -4.25% | 減碼 |
| 29 | CI | THE Cigna Group | 0% | +0.74% | 加碼 |
| 30 | CCI | Crown Castle Inc | 0% | +0.15% | 加碼 |
| 31 | ABBV | Abbvie Inc | 0% | +1.18% | 加碼 |
| 32 | DHI | Dr Horton Inc | 0% | +2.12% | 加碼 |
| 33 | CMCSA | Comcast Corp-class A | 0% | -1.07% | 減碼 |
| 34 | TXN | Texas Instruments Inc | 0% | -12.79% | 減碼 |
| 35 | ELV | Elevance Health Inc | -0.1% | +5.10% | 加碼 |
| 36 | MRO* | Marathon Oil CORP | -0.1% | EXIT | 清倉 |
| 37 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | 清倉 |
| 38 | AMD | Advanced Micro Devices | -0.1% | +3.80% | 加碼 |
| 39 | REGN | Regeneron Pharmaceuticals | -0.1% | +2.98% | 加碼 |
| 40 | CVS | Cvs Health CORP | -0.1% | -3.88% | 減碼 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.21% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.1% | +4.50% | 加碼 |
| 43 | DHR | Danaher CORP | -0.1% | -10.00% | 減碼 |
| 44 | PLD | Prologis Inc | -0.1% | +0.19% | 加碼 |
| 45 | SWN1EUR | Southwestern Energy Co | -0.1% | EXIT | 清倉 |
| 46 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 47 | AMT | American Tower CORP | -0.1% | -0.78% | 減碼 |
| 48 | LLY | Eli Lilly & Co | -0.1% | +1.30% | 加碼 |
| 49 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 50 | XOM | Exxon Mobil CORP | -0.2% | -8.34% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Dimensional Fund Advisors LP 在 Q4 2024 季度的美股持倉總市值約為 US$5518.4億，共申報了 3339 個公開持股部位。
在 Q4 2024 季度，Dimensional Fund Advisors LP 按市值排列的前三大核心持股分別為：AAPL (3.2%)、NVDA (3.1%)、MSFT (2.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.2% 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。
本季最大新建倉標的
LRCX
市值: US$4.8億
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$5.3億
在 Q4 2024 季度中，Dimensional Fund Advisors LP 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 27 個部位、減碼 14 個部位以及清倉 5 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 LRCXEUR。
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。