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
1855 檔
13.5%
在 Q2 2024 申報期間，Guggenheim Capital LLC（CIK: 0001283072）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$158.9億，共持有 1855 個公開申報部位。
數據顯示 Guggenheim Capital LLC 於 Q2 2024 季度持續回收資金，對 23 個既有部位進行裁減並清倉 5 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 NVDA, MSFT, AAPL）累計市值佔比達 13.5%，是驅動 Guggenheim Capital LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
ARM
市值: US$801.1萬
本季最大獲利了結 / 清倉標的
GDX
前期市值: US$4624.4萬
僅顯示前 200 大持股（共 1855 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 | 3.99% | -0.02% | +879.73% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.64% | -0.28% | +3.70% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.34% | -0.08% | +3.08% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.10% | +0.09% | +1.29% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.09% | -0.01% | +1.72% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.83% | -0.20% | +1.40% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.75% | +0.36% | +6.48% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.38% | +0.10% | +0.06% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 1.14% | +0.08% | -0.42% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | +0.08% | +0.09% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | -0.20% | +2.36% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 0.90% | +0.80% | -4.85% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 0.82% | +0.21% | -0.87% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 0.80% | +0.02% | +1.44% | |
| 15 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.72% | — | -4.98% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.69% | -0.16% | +2.56% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | +1.19% | +4.88% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 0.62% | -0.15% | -2.84% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 0.61% | -0.09% | -4.05% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 0.57% | -0.23% | -2.44% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.56% | -0.06% | -2.27% | |
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.55% | +0.25% | +6.71% | |
| 23 | WM | Waste Management Inc | 股票-工業 | 0.55% | -0.15% | +4.26% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.53% | +0.01% | -3.63% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.53% | -0.12% | -2.40% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.05% | +5.92% | |
| 27 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.49% | -0.10% | +2.08% | |
| 28 | LIN | Linde plc | 股票-原物料 | 0.49% | -0.04% | +8.07% | |
| 29 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.48% | -0.05% | +2.59% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 0.45% | +0.11% | +1.68% | |
| 31 | HON | Honeywell International Inc | 股票-工業 | 0.45% | -0.40% | EXIT | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.05% | -0.39% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | +0.03% | -5.05% | |
| 34 | MU | Micron Technology Inc | 股票-科技 | 0.41% | +2.19% | -0.20% | |
| 35 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.41% | -0.11% | +9.37% | |
| 36 | KLAC | Kla CORP | 股票-科技 | 0.40% | +0.42% | +1.30% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.40% | -0.08% | -0.42% | |
| 38 | PLD | Prologis Inc | 股票-房地產 | 0.39% | -0.02% | +4.27% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.38% | -0.20% | -5.82% | |
| 40 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.38% | -0.12% | +11.79% | |
| 41 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.38% | -0.08% | +2.99% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | -0.22% | +20.64% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.37% | -0.07% | +1.06% | |
| 44 | EQIX | Equinix Inc | 股票-房地產 | 0.37% | -0.02% | -3.92% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.36% | +0.01% | +5.21% | |
| 46 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.36% | -0.04% | -5.46% | |
| 47 | ADI | Analog Devices Inc | 股票-科技 | 0.36% | +0.02% | +10.67% | |
| 48 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.35% | -0.07% | -5.30% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.35% | -0.08% | -12.41% | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.34% | -0.07% | +7.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +879.73% | 加碼 |
| 2 | AAPL | Apple Inc | +0.7% | +3.08% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.4% | +1.29% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.4% | +3.70% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.06% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.72% | 加碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +6.48% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +0.09% | 加碼 |
| 9 | QCOM | Qualcomm Inc | +0.2% | -0.42% | 減碼 |
| 10 | COST | Costco Wholesale CORP | +0.2% | +2.36% | 加碼 |
| 11 | PANW | Palo Alto Networks Inc | +0.1% | +6.71% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +1.40% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.1% | +1.44% | 加碼 |
| 14 | ADI | Analog Devices Inc | +0.1% | +10.67% | 加碼 |
| 15 | AMAT | Applied Materials Inc | +0.1% | -4.85% | 減碼 |
| 16 | KLAC | Kla CORP | +0.1% | +1.30% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +20.64% | 加碼 |
| 18 | LVS | Las Vegas Sands CORP | +0.1% | +148.17% | 加碼 |
| 19 | AMKR | Amkor Technology Inc | +0.1% | +410.76% | 加碼 |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +15.68% | 加碼 |
| 21 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | 新建倉 |
| 22 | SNPS | Synopsys Inc | +0.1% | +18.25% | 加碼 |
| 23 | BKNG | Booking Holdings Inc | +0.1% | +2.59% | 加碼 |
| 24 | TXN | Texas Instruments Inc | +0.1% | +1.68% | 加碼 |
| 25 | EMR | Emerson Electric Co | -0.1% | -23.01% | 減碼 |
| 26 | REXR | Rexford Industrial Realty In | -0.1% | -54.51% | 減碼 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -18.09% | 減碼 |
| 28 | DSKEUSD | Daseke Inc | -0.1% | EXIT | 清倉 |
| 29 | WBA | Walgreens Boots Alliance Inc | -0.1% | -18.61% | 減碼 |
| 30 | PYPL | Paypal Holdings Inc | -0.1% | -14.40% | 減碼 |
| 31 | WHR | Whirlpool CORP | -0.1% | -83.73% | 減碼 |
| 32 | CMCSA | Comcast Corp-class A | -0.1% | -2.40% | 減碼 |
| 33 | CVS | Cvs Health CORP | -0.1% | -1.31% | 減碼 |
| 34 | CRM | Salesforce Inc | -0.1% | -6.05% | 減碼 |
| 35 | BXP | Bxp Inc | -0.1% | -92.48% | 減碼 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -12.41% | 減碼 |
| 37 | IBM | Intl Business Machines CORP | -0.1% | -5.05% | 減碼 |
| 38 | ITW | Illinois Tool Works | -0.1% | -17.76% | 減碼 |
| 39 | HD | Home Depot Inc | -0.1% | -22.94% | 減碼 |
| 40 | MCD | Mcdonald's CORP | -0.1% | -15.38% | 減碼 |
| 41 | NBB | Nuveen Taxable Municipal Inc | -0.1% | EXIT | 清倉 |
| 42 | EVH | Evolent Health Inc - A | -0.1% | -96.36% | 減碼 |
| 43 | BBN | Blackrock Taxable Muni Bnd | -0.1% | EXIT | 清倉 |
| 44 | MKL | Markel Group Inc | -0.1% | -97.92% | 減碼 |
| 45 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清倉 |
| 46 | LOW | Lowe's Cos Inc | -0.1% | -16.88% | 減碼 |
| 47 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -94.60% | 減碼 |
| 48 | IWM | Ishares Russell 2000 ETF | -0.1% | -83.94% | 減碼 |
| 49 | INTC | Intel CORP | -0.2% | -2.86% | 減碼 |
| 50 | GDX | Vaneck Gold Miners ETF | -0.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Guggenheim Capital LLC 在 Q2 2024 季度的美股持倉總市值約為 US$158.9億，共申報了 1855 個公開持股部位。
在 Q2 2024 季度，Guggenheim Capital LLC 按市值排列的前三大核心持股分別為：NVDA (4.0%)、MSFT (3.6%)、AAPL (3.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.0% 的權重。
在 Q2 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 23 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ARM。 本季清倉部位包含 GDX。
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。
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。
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。