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: 0001283072
申報總市值
US$158.9億
US$158.9億
1867 檔
11.2%
在 Q1 2024 的 13F 官方備案中，Guggenheim Capital LLC 管理的美股投資組合規模來到 US$158.9億，整體持股檔數為 1867 檔。
觀察 Q1 2024 的資金脈絡，Guggenheim Capital LLC 在獲利結算 2 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 MSFT, NVDA, AAPL）累計市值佔比達 11.2%，是驅動 Guggenheim Capital 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 1867 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 | 3.29% | -0.28% | -3.43% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.96% | -0.02% | -4.39% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.62% | -0.08% | -3.26% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.90% | -0.01% | +0.25% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.72% | -0.20% | -3.87% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.70% | +0.09% | -11.20% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.57% | +0.36% | +52.16% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | +0.10% | -1.65% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 0.97% | +0.08% | +5.00% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 0.87% | +0.21% | -1.36% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 0.82% | +0.80% | +6.58% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | +0.08% | -2.21% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.20% | -3.88% | |
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.71% | -0.16% | -2.91% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 0.71% | +1.19% | -1.45% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 0.70% | +0.02% | -2.97% | |
| 17 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.69% | — | -5.62% | |
| 18 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.59% | -0.12% | -2.08% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 0.58% | -0.09% | +1.35% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 0.57% | -0.15% | -4.33% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | -0.06% | +4.46% | |
| 22 | WM | Waste Management Inc | 股票-工業 | 0.53% | -0.15% | +9.08% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.52% | -0.23% | -5.65% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | +0.03% | -6.36% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.49% | +0.01% | -3.47% | |
| 26 | LIN | Linde plc | 股票-原物料 | 0.48% | -0.04% | +453.99% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.48% | +0.66% | -7.97% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | -0.05% | +3.20% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | -0.05% | -1.21% | |
| 30 | HON | Honeywell International Inc | 股票-工業 | 0.45% | -0.40% | EXIT | |
| 31 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.44% | -0.10% | -2.43% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.43% | +0.25% | +2.90% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | -0.08% | -2.20% | |
| 34 | PLD | Prologis Inc | 股票-房地產 | 0.43% | -0.02% | -10.50% | |
| 35 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.42% | -0.05% | +2.17% | |
| 36 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.42% | -0.08% | +7.33% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.42% | -0.08% | -20.02% | |
| 38 | EQIX | Equinix Inc | 股票-房地產 | 0.41% | -0.02% | +4.26% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.20% | -11.70% | |
| 40 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.41% | -0.02% | -0.74% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.40% | -0.04% | +5.42% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.40% | -0.11% | -1.56% | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 0.40% | +0.11% | -12.37% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.38% | -0.12% | +2.62% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.37% | -0.07% | +4.02% | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +2.19% | +2.79% | |
| 47 | INTU | Intuit Inc | 股票-科技 | 0.36% | -0.07% | -6.41% | |
| 48 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.36% | -0.12% | -8.48% | |
| 49 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.34% | -0.07% | -5.16% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.34% | -0.06% | -2.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -4.39% | 減碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +52.16% | 加碼 |
| 3 | LIN | Linde plc | +0.4% | +453.99% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.3% | -3.87% | 減碼 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +0.25% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.2% | +6.58% | 加碼 |
| 7 | QCOM | Qualcomm Inc | +0.1% | +5.00% | 加碼 |
| 8 | WM | Waste Management Inc | +0.1% | +9.08% | 加碼 |
| 9 | MGPI | Mgp Ingredients Inc | +0.1% | NEW | 新建倉 |
| 10 | MU | Micron Technology Inc | +0.1% | +2.79% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.1% | -1.45% | 減碼 |
| 12 | CROX | Crocs Inc | +0.1% | +307.10% | 加碼 |
| 13 | CMG | Chipotle Mexican Grill Inc | +0.1% | +39.21% | 加碼 |
| 14 | LRCXEUR | Lam Research CORP | +0.1% | -5.62% | 減碼 |
| 15 | FTNT | Fortinet Inc | +0.1% | +20.06% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +3.20% | 加碼 |
| 17 | NFLX | Netflix Inc | +0.1% | -5.65% | 減碼 |
| 18 | ABBV | Abbvie Inc | +0.1% | +5.42% | 加碼 |
| 19 | CAT | Caterpillar Inc | +0.1% | +10.11% | 加碼 |
| 20 | SHW | Sherwin-williams Co/the | 0% | +7.33% | 加碼 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.53% | 加碼 |
| 22 | MPC | Marathon Petroleum CORP | 0% | -5.62% | 減碼 |
| 23 | TRV | Travelers Cos Inc/the | 0% | +17.43% | 加碼 |
| 24 | CEG | Constellation Energy | 0% | -6.39% | 減碼 |
| 25 | BMY | Bristol-myers Squibb Co | 0% | +19.80% | 加碼 |
| 26 | ELF | Elf Beauty Inc | 0% | +198.22% | 加碼 |
| 27 | MSFT | Microsoft CORP | 0% | -3.43% | 減碼 |
| 28 | LOW | Lowe's Cos Inc | 0% | -0.74% | 減碼 |
| 29 | JNJ | Johnson & Johnson | 0% | +10.41% | 加碼 |
| 30 | XOM | Exxon Mobil CORP | 0% | +1.30% | 加碼 |
| 31 | SYY | Sysco CORP | 0% | +5.09% | 加碼 |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | -1.65% | 減碼 |
| 33 | COST | Costco Wholesale CORP | 0% | -3.88% | 減碼 |
| 34 | AVGO | Broadcom Inc | 0% | -11.20% | 減碼 |
| 35 | PGTIUSD | Pgt Innovations Inc | -0.1% | EXIT | 清倉 |
| 36 | SPLKCHF | Splunk Inc | -0.1% | EXIT | 清倉 |
| 37 | ADC | Agree Realty CORP | -0.1% | -77.33% | 減碼 |
| 38 | PSA | Public Storage | -0.1% | -17.27% | 減碼 |
| 39 | TXN | Texas Instruments Inc | -0.1% | -12.37% | 減碼 |
| 40 | VTR | Ventas Inc | -0.1% | -31.88% | 減碼 |
| 41 | BG | Bunge Global SA | -0.1% | -61.73% | 減碼 |
| 42 | HON | Honeywell International Inc | -0.1% | -7.27% | 減碼 |
| 43 | APD | Air Products & Chemicals Inc | -0.1% | -5.16% | 減碼 |
| 44 | PLD | Prologis Inc | -0.1% | -10.50% | 減碼 |
| 45 | GILD | Gilead Sciences Inc | -0.1% | -8.48% | 減碼 |
| 46 | PXDEUR | Pioneer Natural Resources Co | -0.1% | -52.69% | 減碼 |
| 47 | INTC | Intel CORP | -0.2% | -7.97% | 減碼 |
| 48 | ADBE | Adobe Inc | -0.2% | -4.33% | 減碼 |
| 49 | TSLA | Tesla Inc | -0.4% | -2.97% | 減碼 |
| 50 | AAPL | Apple Inc | -0.6% | -3.26% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Guggenheim Capital LLC 在 Q1 2024 季度的美股持倉總市值約為 US$158.9億，共申報了 1867 個公開持股部位。
在 Q1 2024 季度，Guggenheim Capital LLC 按市值排列的前三大核心持股分別為：MSFT (3.3%)、NVDA (3.0%)、AAPL (2.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.3% 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
MGPI
市值: US$1444.1萬
本季最大獲利了結 / 清倉標的
SPLKCHF
前期市值: US$961.7萬
在 Q1 2024 季度中，Guggenheim Capital LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 21 個部位、減碼 26 個部位以及清倉 2 個部位。 其中最大新建倉標的為 MGPI。 本季清倉部位包含 SPLKCHF。
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。