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: 0001214717
申報總市值
US$1.9兆
US$1.9兆
4534 檔
14.9%
Q3 2024 季度申報顯示，Geode Capital Management, LLC 揭露的美股組合總市值為 US$1.9兆，涵蓋 4534 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，Geode Capital Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 171 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。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 14.9%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 4534 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 | 6.28% | -0.08% | +6.54% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.73% | -0.57% | +2.02% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.35% | -0.05% | +2.16% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.01% | -0.06% | +3.39% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.22% | -0.28% | +1.47% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.79% | +0.14% | +2.00% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.40% | +0.17% | +0.25% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | +0.15% | +976.63% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | -0.11% | +2.53% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.25% | -0.03% | +1.75% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | +0.14% | +0.50% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.07% | +0.87% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.93% | +0.10% | +1.65% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.29% | +1.79% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.01% | +7.73% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.77% | -0.06% | +7.02% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | -0.10% | +1.82% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.06% | +2.53% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.71% | -0.04% | +2.04% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.68% | -0.13% | +1.74% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.58% | — | -1.42% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.57% | -0.17% | +3.28% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.54% | -0.02% | +3.74% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | +0.02% | +3.30% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 0.52% | -0.20% | +1.36% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.04% | +2.58% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.45% | +0.72% | +1.31% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | — | +1.23% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 0.44% | -0.05% | +1.43% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.44% | -0.09% | +1.32% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.17% | -0.24% | |
| 32 | LIN | Linde plc | 股票-原物料 | 0.42% | -0.03% | +1.43% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.42% | -0.08% | +1.81% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.41% | +0.14% | +1.34% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.39% | -0.09% | +1.40% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.38% | -0.04% | +1.69% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.38% | -0.09% | -1.62% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.37% | +0.05% | +7.92% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.37% | — | -0.21% | |
| 40 | TXN | Texas Instruments Inc | 股票-科技 | 0.35% | +0.10% | +2.35% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.35% | -0.09% | +2.22% | |
| 42 | GE | General Electric | 股票-工業 | 0.34% | +0.04% | +0.70% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.32% | -0.04% | -0.44% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.32% | +0.38% | +1.91% | |
| 45 | CAT | Caterpillar Inc | 股票-工業 | 0.32% | +0.15% | +0.66% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.32% | -0.06% | +1.42% | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.32% | -0.04% | +0.86% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.31% | -0.02% | +1.97% | |
| 49 | NOW | Servicenow Inc | 股票-科技 | 0.30% | -0.03% | +1.90% | |
| 50 | INTU | Intuit Inc | 股票-科技 | 0.30% | -0.08% | +1.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +6.54% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.2% | +1.75% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.1% | +1.47% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.53% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.1% | +976.63% | 加碼 |
| 6 | UNH | Unitedhealth Group Inc | +0.1% | +1.65% | 加碼 |
| 7 | HD | Home Depot Inc | +0.1% | +2.04% | 加碼 |
| 8 | WMT | Walmart Inc | +0.1% | +3.28% | 加碼 |
| 9 | PGR | Progressive CORP | +0.1% | +13.20% | 加碼 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | +52.95% | 加碼 |
| 11 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 12 | ORCL | Oracle CORP | +0.1% | +2.58% | 加碼 |
| 13 | IBM | Intl Business Machines CORP | +0.1% | -0.21% | 減碼 |
| 14 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 15 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建倉 |
| 16 | V | Visa Inc-class A Shares | 0% | +7.73% | 加碼 |
| 17 | MA | Mastercard Inc - A | 0% | +2.53% | 加碼 |
| 18 | KO | Coca-cola Co/the | 0% | +3.30% | 加碼 |
| 19 | MCD | Mcdonald's CORP | 0% | +1.40% | 加碼 |
| 20 | LOW | Lowe's Cos Inc | 0% | +1.62% | 加碼 |
| 21 | LMT | Lockheed Martin CORP | 0% | +1.77% | 加碼 |
| 22 | GEV | GE Vernova Inc | 0% | +1.46% | 加碼 |
| 23 | FLUT | Flutter Entertainment plc | 0% | NEW | 新建倉 |
| 24 | ABBV | Abbvie Inc | 0% | -1.42% | 減碼 |
| 25 | PM | Philip Morris International | 0% | +1.97% | 加碼 |
| 26 | GE | General Electric | 0% | +0.70% | 加碼 |
| 27 | NEE | Nextera Energy Inc | 0% | +1.97% | 加碼 |
| 28 | RTX | Rtx CORP | 0% | +1.90% | 加碼 |
| 29 | T | At&t Inc | 0% | +2.31% | 加碼 |
| 30 | SBUX | Starbucks CORP | 0% | +1.39% | 加碼 |
| 31 | BMY | Bristol-myers Squibb Co | 0% | +2.46% | 加碼 |
| 32 | BLKCHF | Blackrock Inc | 0% | +1.08% | 加碼 |
| 33 | ADP | Automatic Data Processing | 0% | +2.80% | 加碼 |
| 34 | GILD | Gilead Sciences Inc | 0% | +2.13% | 加碼 |
| 35 | CEG | Constellation Energy | 0% | +1.51% | 加碼 |
| 36 | PYPL | Paypal Holdings Inc | 0% | -1.15% | 減碼 |
| 37 | SHW | Sherwin-williams Co/the | 0% | +1.25% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | 0% | +7.02% | 加碼 |
| 39 | JNJ | Johnson & Johnson | 0% | +1.82% | 加碼 |
| 40 | CAT | Caterpillar Inc | 0% | +0.66% | 加碼 |
| 41 | CSCO | Cisco Systems Inc | 0% | +1.34% | 加碼 |
| 42 | ACN | Accenture plc | 0% | -1.62% | 減碼 |
| 43 | TMO | Thermo Fisher Scientific Inc | 0% | +1.69% | 加碼 |
| 44 | NOW | Servicenow Inc | 0% | +1.90% | 加碼 |
| 45 | SPGI | S&p Global Inc | 0% | +1.78% | 加碼 |
| 46 | BX | Blackstone Inc | 0% | +2.31% | 加碼 |
| 47 | AXP | American Express Co | 0% | +0.76% | 加碼 |
| 48 | AMT | American Tower CORP | 0% | +1.86% | 加碼 |
| 49 | MMM | 3m Co | 0% | +0.06% | 加碼 |
| 50 | SO | Southern Co/the | 0% | +4.59% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Geode Capital Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$1.9兆，共申報了 4534 個公開持股部位。
在 Q3 2024 季度，Geode Capital Management, LLC 按市值排列的前三大核心持股分別為：AAPL (6.3%)、MSFT (5.7%)、NVDA (5.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.3% 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$9.0億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$8.9億
在 Q3 2024 季度中，Geode Capital Management, LLC 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 167 個部位、減碼 26 個部位以及清倉 3 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。