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: 0001352662
申報總市值
US$444.0億
US$444.0億
570 檔
15.7%
在 Q4 2024 申報期間，Grantham, Mayo, Van Otterloo & Co. LLC（CIK: 0001352662）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$444.0億，共持有 570 個公開申報部位。
數據顯示 Grantham, Mayo, Van Otterloo & Co. LLC 於 Q4 2024 季度持續回收資金，對 103 個既有部位進行裁減並清倉 21 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, GOOGL）累計市值佔比達 15.7%，是驅動 Grantham, Mayo, Van Otterloo & Co. LLC 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 570 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 | MSFT | Microsoft CORP | 股票-科技 | 5.37% | -0.12% | -2.12% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.14% | -0.04% | -0.41% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.55% | -0.14% | +0.72% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.23% | -0.13% | -5.32% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.41% | +0.45% | +22.51% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 3.19% | — | -2.25% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.04% | +0.21% | +1.22% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.99% | -0.48% | +1.05% | |
| 9 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.91% | -0.54% | +11.07% | |
| 10 | TXN | Texas Instruments Inc | 股票-科技 | 2.62% | +0.63% | +1.02% | |
| 11 | ACN | Accenture plc | 股票-科技 | 2.55% | -0.86% | +2.11% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 2.42% | -0.55% | -1.57% | |
| 13 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.40% | +0.03% | +18.76% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.30% | -0.03% | -9.46% | |
| 15 | USB | US Bancorp | 股票-金融 | 2.01% | -0.52% | +0.94% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.00% | -0.20% | +4.28% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 1.99% | +0.02% | -11.41% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.92% | -0.11% | -18.26% | |
| 19 | LRCX | Lam Research CORP | 股票-科技 | 1.90% | +1.56% | — | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.85% | -0.06% | +140.73% | |
| 21 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.81% | -0.35% | -28.97% | |
| 22 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.76% | -0.29% | +42.90% | |
| 23 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 1.59% | -0.70% | +21.49% | |
| 24 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.55% | — | +1.19% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.48% | -0.26% | -33.73% | |
| 26 | CI | THE Cigna Group | 股票-醫療保健 | 1.33% | -0.17% | +3.92% | |
| 27 | KLAC | Kla CORP | 股票-科技 | 1.12% | +0.91% | -0.65% | |
| 28 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.11% | -0.04% | +1.17% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.09% | +0.25% | +1.48% | |
| 30 | PR | Permian Resources Corp-cl A | 股票-能源 | 0.50% | +0.02% | — | |
| 31 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 0.47% | -0.15% | -17.41% | |
| 32 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.46% | -0.08% | +12.05% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.42% | — | — | |
| 34 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.40% | -0.09% | +18.12% | |
| 35 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 0.39% | -0.08% | +5.67% | |
| 36 | MFC | Manulife Financial CORP | 股票-金融 | 0.38% | — | -10.83% | |
| 37 | KOS | Kosmos Energy LTD | 股票-其他 | 0.36% | -0.07% | +22.10% | |
| 38 | RUN | Sunrun Inc | 股票-科技 | 0.32% | -0.03% | -4.46% | |
| 39 | AMRC | Ameresco Inc-cl A | 股票-其他 | 0.31% | -0.02% | -4.24% | |
| 40 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.30% | +0.10% | +72.35% | |
| 41 | YPF | Ypf S.a.-sponsored Adr | 股票-其他 | 0.25% | -0.04% | -29.30% | |
| 42 | GE | General Electric | 股票-工業 | 0.25% | +0.01% | +4.90% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.24% | +0.01% | -14.09% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.23% | -0.04% | +21.02% | |
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.22% | -0.03% | -0.16% | |
| 46 | ARRY | Array Technologies Inc | 股票-其他 | 0.22% | — | +37.11% | |
| 47 | SEDG | Solaredge Technologies Inc | 股票-科技 | 0.22% | -0.13% | +14.89% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.22% | -0.02% | -25.17% | |
| 49 | VIST | Vista Energy Sab De Cv | 股票-其他 | 0.22% | -0.07% | +6.24% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.21% | — | -14.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.9% | NEW | 新建倉 |
| 2 | TMO | Thermo Fisher Scientific Inc | +1% | +140.73% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.72% | 加碼 |
| 4 | V | Visa Inc-class A Shares | +0.5% | +1.22% | 加碼 |
| 5 | AAPL | Apple Inc | +0.5% | -0.41% | 減碼 |
| 6 | CRM | Salesforce Inc | +0.5% | -1.57% | 減碼 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.4% | NEW | 新建倉 |
| 8 | HLT | Hilton Worldwide Holdings In | +0.4% | +21.49% | 加碼 |
| 9 | STZ | Constellation Brands Inc-a | +0.4% | +42.90% | 加碼 |
| 10 | ABT | Abbott Laboratories | +0.4% | +11.07% | 加碼 |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | +22.51% | 加碼 |
| 12 | WFC | Wells Fargo & Co | +0.3% | -11.41% | 減碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | -9.46% | 減碼 |
| 14 | USB | US Bancorp | +0.2% | +0.94% | 加碼 |
| 15 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | +72.35% | 加碼 |
| 16 | ACN | Accenture plc | +0.1% | +2.11% | 加碼 |
| 17 | BTI | British American Tob-sp Adr | +0.1% | +202.76% | 加碼 |
| 18 | ARCH1USD | Arch Resources Inc | +0.1% | NEW | 新建倉 |
| 19 | YPF | Ypf S.a.-sponsored Adr | +0.1% | -29.30% | 減碼 |
| 20 | MRNA | Moderna Inc | +0.1% | NEW | 新建倉 |
| 21 | SIL1EUR | Silvercrest Metals Inc | +0.1% | NEW | 新建倉 |
| 22 | FYBR | Frontier Communications Pare | +0.1% | NEW | 新建倉 |
| 23 | APTV | Aptiv PLC | +0.1% | NEW | 新建倉 |
| 24 | VICI | Vici Properties Inc | +0.1% | +3401.48% | 加碼 |
| 25 | VIST | Vista Energy Sab De Cv | +0.1% | +6.24% | 加碼 |
| 26 | ATSG* | Air Transport Services Group | +0.1% | NEW | 新建倉 |
| 27 | DHI | Dr Horton Inc | +0.1% | +150.06% | 加碼 |
| 28 | AVGO | Broadcom Inc | +0.1% | +5.73% | 加碼 |
| 29 | QCOM | Qualcomm Inc | +0.1% | +144.18% | 加碼 |
| 30 | MMM | 3m Co | +0.1% | +107.29% | 加碼 |
| 31 | JD | Jd.com Inc-adr | +0.1% | +131.07% | 加碼 |
| 32 | LEN | Lennar Corp-a | +0.1% | +138.86% | 加碼 |
| 33 | ARRY | Array Technologies Inc | +0.1% | +37.11% | 加碼 |
| 34 | OTEX | Open Text CORP | +0.1% | +84.26% | 加碼 |
| 35 | PR | Permian Resources Corp-cl A | +0.1% | — | 不變 |
| 36 | MU | Micron Technology Inc | 0% | +171.55% | 加碼 |
| 37 | OMC | Omnicom Group | 0% | NEW | 新建倉 |
| 38 | ACGL | Arch Capital Group Ltd. | 0% | +106.22% | 加碼 |
| 39 | ALTREUR | Altair Engineering Inc - A | 0% | NEW | 新建倉 |
| 40 | BUSD | Barnes Group Inc | 0% | NEW | 新建倉 |
| 41 | EOG | Eog Resources Inc | 0% | +34.60% | 加碼 |
| 42 | PNC | Pnc Financial Services Group | 0% | +671.76% | 加碼 |
| 43 | PFE | Pfizer Inc | 0% | +21.02% | 加碼 |
| 44 | JNP | Juniper Networks Inc | 0% | +52.43% | 加碼 |
| 45 | PHM | Pultegroup Inc | 0% | +68.53% | 加碼 |
| 46 | META | Meta Platforms Inc-class A | 0% | -5.32% | 減碼 |
| 47 | DG | Dollar General CORP | 0% | +155.18% | 加碼 |
| 48 | OLED | Universal Display CORP | 0% | +95.54% | 加碼 |
| 49 | EFOR | Everforth Inc | 0% | +34.99% | 加碼 |
| 50 | DGX | Quest Diagnostics Inc | 0% | +1.17% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Grantham, Mayo, Van Otterloo & Co. LLC 在 Q4 2024 季度的美股持倉總市值約為 US$444.0億，共申報了 570 個公開持股部位。
在 Q4 2024 季度，Grantham, Mayo, Van Otterloo & Co. LLC 按市值排列的前三大核心持股分別為：MSFT (5.4%)、AAPL (5.1%)、GOOGL (4.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.4% 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
LRCX
市值: US$5.8億
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$6.6億
在 Q4 2024 季度中，Grantham, Mayo, Van Otterloo & Co. LLC 共進行了 199 項持倉異動，包含新建倉 14 個部位、加碼 61 個部位、減碼 103 個部位以及清倉 21 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。