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
3272 檔
9.5%
在 Q2 2025 的 13F 官方備案中，Dimensional Fund Advisors LP 管理的美股投資組合規模來到 US$5518.4億，整體持股檔數為 3272 檔。
觀察 Q2 2025 的資金脈絡，Dimensional Fund Advisors LP 在獲利結算 5 檔個股的同時，將資本重新部署至 1 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 NVDA, MSFT, AAPL）累計市值佔比達 9.5%，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 3272 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 | 3.42% | +0.02% | -3.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.18% | -0.15% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.71% | +0.03% | +1.16% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.56% | -0.09% | +0.51% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.51% | +0.12% | -0.38% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.01% | -4.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | +0.06% | +12.79% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.31% | -2.70% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | -0.05% | -2.81% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | +0.02% | +14.68% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | -1.90% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 0.67% | +0.08% | +3.08% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | +0.13% | -2.79% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | -0.09% | +9.93% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | -0.04% | -3.76% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.08% | -2.58% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 0.43% | -0.01% | +0.48% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.43% | -0.07% | -6.96% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | +0.01% | +10.28% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.02% | +0.82% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.41% | — | +0.89% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.40% | +0.07% | +6.16% | |
| 23 | SHEL | Shell Plc-adr | 股票-能源 | 0.39% | -0.12% | +3.84% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.18% | -4.25% | |
| 25 | T | At&t Inc | 股票-通訊服務 | 0.38% | -0.09% | +5.97% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | -0.03% | -2.37% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | -0.09% | -2.50% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | +0.02% | -1.55% | |
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.34% | -0.08% | -3.50% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.34% | -0.01% | -2.57% | |
| 31 | AMT | American Tower CORP | 股票-房地產 | 0.34% | -0.04% | +0.80% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | +0.01% | -6.10% | |
| 33 | NFLX | Netflix Inc | 股票-通訊服務 | 0.33% | -0.10% | +2.87% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.31% | +0.02% | -3.89% | |
| 35 | PLD | Prologis Inc | 股票-房地產 | 0.31% | -0.04% | +0.15% | |
| 36 | LIN | Linde plc | 股票-原物料 | 0.29% | -0.02% | +9.92% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.28% | -0.03% | -1.52% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.28% | -0.05% | -2.38% | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.27% | +0.13% | -3.87% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.26% | +0.02% | -0.17% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.26% | -0.05% | -5.81% | |
| 42 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.26% | -0.04% | -3.58% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.26% | -0.04% | -2.35% | |
| 44 | WELL | Welltower Inc | 股票-房地產 | 0.26% | +0.01% | -0.70% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.25% | -0.03% | +5.28% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.25% | -0.04% | -2.83% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.25% | -0.06% | +3.20% | |
| 48 | EQIX | Equinix Inc | 股票-房地產 | 0.25% | -0.02% | +0.74% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.25% | — | -18.16% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.24% | -0.09% | -5.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -3.09% | 減碼 |
| 2 | MSFT | Microsoft CORP | +0.6% | -0.15% | 減碼 |
| 3 | META | Meta Platforms Inc-class A | +0.3% | +0.51% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.2% | +3.08% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.79% | 加碼 |
| 6 | ORCL | Oracle CORP | +0.1% | +0.82% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +14.68% | 加碼 |
| 8 | COF | Capital One Financial CORP | +0.1% | +81.33% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.1% | -0.38% | 減碼 |
| 10 | NFLX | Netflix Inc | +0.1% | +2.87% | 加碼 |
| 11 | B | Barrick Mining CORP | +0.1% | NEW | 新建倉 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -4.07% | 減碼 |
| 13 | VST | Vistra CORP | +0.1% | -10.27% | 減碼 |
| 14 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +4.21% | 加碼 |
| 15 | GS | Goldman Sachs Group Inc | 0% | -3.89% | 減碼 |
| 16 | MU | Micron Technology Inc | 0% | -0.67% | 減碼 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.08% | 加碼 |
| 18 | PLTR | Palantir Technologies Inc-a | 0% | +0.46% | 加碼 |
| 19 | CCL1EUR | Carnival CORP LTD | 0% | +117.19% | 加碼 |
| 20 | HOOD | Robinhood Markets Inc - A | 0% | -0.20% | 減碼 |
| 21 | VRT | Vertiv Holdings Co-a | 0% | +1.89% | 加碼 |
| 22 | TSLA | Tesla Inc | 0% | -2.57% | 減碼 |
| 23 | DIS | Walt Disney Co/the | 0% | +1.00% | 加碼 |
| 24 | AMD | Advanced Micro Devices | 0% | -3.27% | 減碼 |
| 25 | MS | Morgan Stanley | 0% | -0.17% | 減碼 |
| 26 | PYPL | Paypal Holdings Inc | 0% | +49.95% | 加碼 |
| 27 | CSX | Csx CORP | 0% | +20.48% | 加碼 |
| 28 | CHTR | Charter Communications Inc-a | 0% | +29.70% | 加碼 |
| 29 | COIN | Coinbase Global Inc -class A | 0% | +31.26% | 加碼 |
| 30 | NEM | Newmont CORP | 0% | +16.10% | 加碼 |
| 31 | NRG | Nrg Energy Inc | 0% | -4.66% | 減碼 |
| 32 | ASML | ASML Holding N.V. | 0% | +5.13% | 加碼 |
| 33 | APP | Applovin Corp-class A | 0% | +0.81% | 加碼 |
| 34 | IBM | Intl Business Machines CORP | 0% | -1.55% | 減碼 |
| 35 | CSCO | Cisco Systems Inc | 0% | -2.58% | 減碼 |
| 36 | BECNUSD | Beacon Roofing Supply Inc | -0.1% | EXIT | 清倉 |
| 37 | BERYEUR | Berry Global Group Inc | -0.1% | EXIT | 清倉 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.15% | 減碼 |
| 39 | TMUS | T-mobile US Inc | -0.1% | -5.62% | 減碼 |
| 40 | ABX | Barrick Gold CORP | -0.1% | EXIT | 清倉 |
| 41 | COP | Conocophillips | -0.1% | -5.23% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.1% | +0.89% | 加碼 |
| 43 | USX1 | United States Steel CORP | -0.1% | EXIT | 清倉 |
| 44 | LLY | Eli Lilly & Co | -0.1% | -2.79% | 減碼 |
| 45 | CVX | Chevron CORP | -0.1% | -4.25% | 減碼 |
| 46 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清倉 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.81% | 減碼 |
| 48 | XOM | Exxon Mobil CORP | -0.2% | -2.70% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | +6.16% | 加碼 |
| 50 | AAPL | Apple Inc | -0.4% | +1.16% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Dimensional Fund Advisors LP 在 Q2 2025 季度的美股持倉總市值約為 US$5518.4億，共申報了 3272 個公開持股部位。
在 Q2 2025 季度，Dimensional Fund Advisors LP 按市值排列的前三大核心持股分別為：NVDA (3.4%)、MSFT (2.9%)、AAPL (2.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.4% 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
B
市值: US$3.8億
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$5.4億
在 Q2 2025 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 23 個部位、減碼 21 個部位以及清倉 5 個部位。 其中最大新建倉標的為 B。 本季清倉部位包含 DFSEUR。
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。