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
1677 檔
13.2%
Guggenheim Capital LLC 在 Q4 2024 季度的美股部位總計估值為 US$158.9億，分散於 1677 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，Guggenheim Capital LLC 採取防禦導向的調倉策略，本季減碼 141 檔個股並出清 28 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Guggenheim Capital LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 13.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1677 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 | 4.18% | -0.02% | -6.27% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.12% | -0.08% | -0.76% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.52% | -0.28% | -2.32% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.70% | +0.36% | +12.86% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.53% | -0.01% | +0.06% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.34% | +0.09% | -26.18% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.69% | -0.20% | -24.68% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.51% | +0.10% | -0.36% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.41% | +0.02% | -21.39% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.12% | -0.20% | +0.01% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.05% | +0.21% | -2.98% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.03% | +0.08% | +2.07% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | +0.08% | -11.00% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 0.81% | -0.23% | -1.23% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.68% | -0.16% | -1.79% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.05% | +4.98% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 0.64% | +0.80% | -7.27% | |
| 18 | WM | Waste Management Inc | 股票-工業 | 0.63% | -0.15% | +2.79% | |
| 19 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.63% | -0.05% | -4.56% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 0.61% | -0.15% | +8.54% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.60% | +0.25% | +86.40% | |
| 22 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.60% | -0.10% | -7.23% | |
| 23 | LIN | Linde plc | 股票-原物料 | 0.57% | -0.04% | +8.09% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.05% | -13.93% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.54% | -0.12% | -1.48% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | +1.19% | -4.66% | |
| 27 | HON | Honeywell International Inc | 股票-工業 | 0.53% | -0.40% | EXIT | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | -0.06% | -13.62% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.50% | -0.09% | -3.39% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.50% | +0.99% | — | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.50% | -0.08% | +3.81% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.08% | -7.60% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | +0.03% | -7.36% | |
| 34 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.48% | -0.12% | -5.02% | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.48% | -0.07% | +0.60% | |
| 36 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.45% | -0.11% | +2.81% | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.44% | -0.05% | +4.63% | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.44% | +0.01% | -2.58% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.44% | +0.11% | -4.91% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.42% | -0.09% | +2.81% | |
| 41 | NOW | Servicenow Inc | 股票-科技 | 0.40% | -0.02% | -19.62% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.40% | +0.01% | -2.64% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.39% | -0.12% | +4.38% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | -0.22% | -4.77% | |
| 45 | FTNT | Fortinet Inc | 股票-科技 | 0.38% | +0.06% | -13.25% | |
| 46 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.38% | -0.07% | -4.78% | |
| 47 | ADI | Analog Devices Inc | 股票-科技 | 0.37% | +0.02% | -1.22% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.37% | -0.06% | +5.05% | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.37% | -0.04% | -8.06% | |
| 50 | INTU | Intuit Inc | 股票-科技 | 0.36% | -0.07% | -5.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | -0.76% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.7% | -6.27% | 減碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +12.86% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.7% | +0.06% | 加碼 |
| 5 | LRCX | Lam Research CORP | +0.5% | NEW | 新建倉 |
| 6 | TSLA | Tesla Inc | +0.4% | -21.39% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.36% | 減碼 |
| 8 | MSFT | Microsoft CORP | +0.3% | -2.32% | 減碼 |
| 9 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | +296.82% | 加碼 |
| 11 | NFLX | Netflix Inc | +0.3% | -1.23% | 減碼 |
| 12 | CSCO | Cisco Systems Inc | +0.2% | -2.98% | 減碼 |
| 13 | APP | Applovin Corp-class A | +0.2% | +361.82% | 加碼 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | NEW | 新建倉 |
| 15 | V | Visa Inc-class A Shares | +0.2% | +4.98% | 加碼 |
| 16 | COST | Costco Wholesale CORP | +0.2% | +0.01% | 加碼 |
| 17 | BKNG | Booking Holdings Inc | +0.2% | -4.56% | 減碼 |
| 18 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 19 | MRVL | Marvell Technology Inc | +0.1% | -4.82% | 減碼 |
| 20 | LULU | Lululemon Athletica Inc | +0.1% | +2.12% | 加碼 |
| 21 | MSTR | Strategy Inc | +0.1% | +1306.65% | 加碼 |
| 22 | HD | Home Depot Inc | +0.1% | +44.02% | 加碼 |
| 23 | SNOW | Snowflake Inc | +0.1% | +28.24% | 加碼 |
| 24 | DASH | Doordash Inc - A | +0.1% | +25.49% | 加碼 |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +29.53% | 加碼 |
| 26 | ADP | Automatic Data Processing | +0.1% | +4.63% | 加碼 |
| 27 | AXON | Axon Enterprise Inc | +0.1% | +153.71% | 加碼 |
| 28 | WDAY | Workday Inc-class A | +0.1% | +25.22% | 加碼 |
| 29 | BX | Blackstone Inc | +0.1% | +5.48% | 加碼 |
| 30 | QCOM | Qualcomm Inc | +0.1% | +2.07% | 加碼 |
| 31 | XFRAX | Blackrock Fltng Rt Inc Strat | +0.1% | +37.81% | 加碼 |
| 32 | ADBE | Adobe Inc | 0% | +8.54% | 加碼 |
| 33 | APO | Apollo Global Management Inc | 0% | +699.71% | 加碼 |
| 34 | IBM | Intl Business Machines CORP | 0% | -7.36% | 減碼 |
| 35 | SHW | Sherwin-williams Co/the | 0% | +3.81% | 加碼 |
| 36 | ADI | Analog Devices Inc | 0% | -1.22% | 減碼 |
| 37 | PEP | Pepsico Inc | 0% | -1.79% | 減碼 |
| 38 | CMCSA | Comcast Corp-class A | 0% | -1.48% | 減碼 |
| 39 | NEE | Nextera Energy Inc | 0% | +6.40% | 加碼 |
| 40 | TXN | Texas Instruments Inc | — | -4.91% | 減碼 |
| 41 | CVX | Chevron CORP | — | -13.63% | 減碼 |
| 42 | XOM | Exxon Mobil CORP | — | -4.77% | 減碼 |
| 43 | ZTS | Zoetis Inc | — | +3.19% | 加碼 |
| 44 | PFE | Pfizer Inc | — | -5.74% | 減碼 |
| 45 | JNJ | Johnson & Johnson | — | -13.43% | 減碼 |
| 46 | VRTX | Vertex Pharmaceuticals Inc | 0% | -2.58% | 減碼 |
| 47 | ABBV | Abbvie Inc | 0% | -8.06% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | 0% | -2.64% | 減碼 |
| 49 | EMN | Eastman Chemical Co | 0% | -1.92% | 減碼 |
| 50 | CEG | Constellation Energy | 0% | -3.36% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Guggenheim Capital LLC 在 Q4 2024 季度的美股持倉總市值約為 US$158.9億，共申報了 1677 個公開持股部位。
在 Q4 2024 季度，Guggenheim Capital LLC 按市值排列的前三大核心持股分別為：NVDA (4.2%)、AAPL (4.1%)、MSFT (3.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.2% 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$6169.2萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$7260.3萬
在 Q4 2024 季度中，Guggenheim Capital LLC 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 27 個部位、減碼 141 個部位以及清倉 28 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。