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: 0001418333
申報總市值
US$231.5億
US$231.5億
1663 檔
46.1%
在 Q4 2024 申報期間，Macquarie Group LTD（CIK: 0001418333）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$231.5億，共持有 1663 個公開申報部位。
從 Q4 2024 申報觀察，Macquarie Group LTD 採取防禦導向的調倉策略，本季減碼 128 檔個股並出清 8 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，Macquarie Group LTD 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合計佔整體申報市值的 46.1%，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 1663 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 | 3.53% | +0.25% | -6.46% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.07% | +0.53% | -11.37% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.51% | -0.25% | -6.20% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.23% | +0.37% | -10.04% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.60% | +0.58% | -23.17% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | -0.14% | +2.04% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | -0.10% | -12.13% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 0.77% | +0.27% | +3.39% | |
| 9 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.76% | — | -7.66% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.74% | — | -0.97% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 0.70% | -0.11% | +21.67% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.69% | +0.35% | -25.02% | |
| 13 | CSGP | Costar Group Inc | 股票-房地產 | 0.64% | — | -3.89% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.56% | +0.35% | +28.90% | |
| 15 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.53% | +0.33% | -9.91% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.29% | -14.01% | |
| 17 | EQIX | Equinix Inc | 股票-房地產 | 0.48% | -0.11% | -3.30% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.16% | -24.35% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | -0.05% | +7.90% | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.47% | — | -9.48% | |
| 21 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.47% | +0.01% | -10.00% | |
| 22 | MSI | Motorola Solutions Inc | 股票-科技 | 0.46% | +0.21% | -44.39% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.46% | — | -11.80% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.46% | +0.10% | +1.15% | |
| 25 | ALL | Allstate CORP | 股票-金融 | 0.45% | -0.02% | -14.47% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 0.43% | -0.01% | +23.81% | |
| 27 | ADI | Analog Devices Inc | 股票-科技 | 0.41% | +0.03% | +288.93% | |
| 28 | HON | Honeywell International Inc | 股票-工業 | 0.40% | -0.74% | EXIT | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 0.40% | -0.08% | -2.73% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事業 | 0.39% | -0.10% | -9.25% | |
| 31 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.39% | — | +3.61% | |
| 32 | CI | THE Cigna Group | 股票-醫療保健 | 0.38% | -0.02% | -10.35% | |
| 33 | EQR | Equity Residential | 股票-房地產 | 0.38% | -0.02% | -11.36% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | -0.15% | -0.98% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.36% | +0.48% | +17.17% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.36% | +0.17% | -44.10% | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.36% | -0.02% | -12.33% | |
| 38 | TFC | Truist Financial CORP | 股票-金融 | 0.36% | -0.02% | -12.29% | |
| 39 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.35% | — | -9.40% | |
| 40 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.34% | -0.01% | -29.34% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | +0.17% | +108.64% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.34% | +0.13% | -0.29% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.34% | +0.26% | +1.42% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.33% | +0.25% | -11.37% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.33% | -0.04% | -21.36% | |
| 46 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.33% | +0.07% | -28.16% | |
| 47 | TSLA | Tesla Inc | 股票-循環性消費 | 0.32% | +0.18% | -8.15% | |
| 48 | INTU | Intuit Inc | 股票-科技 | 0.31% | -0.05% | -9.72% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.31% | +0.04% | +3.09% | |
| 50 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.31% | -0.02% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADI | Analog Devices Inc | +0.3% | +288.93% | 加碼 |
| 2 | DFIV | Dimensional International Va | +0.2% | NEW | 新建倉 |
| 3 | CRM | Salesforce Inc | +0.2% | +21.67% | 加碼 |
| 4 | BAC | Bank Of America CORP | +0.2% | +108.64% | 加碼 |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | NEW | 新建倉 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +28.90% | 加碼 |
| 7 | MNDY | monday.com Ltd. | +0.2% | +360.38% | 加碼 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.97% | 減碼 |
| 9 | HUBS | Hubspot Inc | +0.1% | +19.75% | 加碼 |
| 10 | PCTY | Paylocity Holding CORP | +0.1% | +2558.87% | 加碼 |
| 11 | NET | Cloudflare Inc - Class A | +0.1% | +1566.92% | 加碼 |
| 12 | BAH | Booz Allen Hamilton Holdings | +0.1% | +6622.17% | 加碼 |
| 13 | AVGO | Broadcom Inc | +0.1% | +3.39% | 加碼 |
| 14 | EXPE | Expedia Group Inc | +0.1% | +1016.44% | 加碼 |
| 15 | BOOT | Boot Barn Holdings Inc | +0.1% | +1389.01% | 加碼 |
| 16 | BRO | Brown & Brown Inc | +0.1% | +1711.82% | 加碼 |
| 17 | WK | Workiva Inc | +0.1% | +0.51% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.1% | -2.73% | 減碼 |
| 19 | DDOG | Datadog Inc - Class A | +0.1% | +12.16% | 加碼 |
| 20 | MA | Mastercard Inc - A | +0.1% | +7.90% | 加碼 |
| 21 | KGS | Kodiak Gas Services Inc | +0.1% | NEW | 新建倉 |
| 22 | SNOW | Snowflake Inc | +0.1% | +1067.15% | 加碼 |
| 23 | SMTC | Semtech CORP | +0.1% | +6.87% | 加碼 |
| 24 | MSCI | Msci Inc | +0.1% | +22.94% | 加碼 |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +37.48% | 加碼 |
| 26 | ONB | Old National Bancorp | +0.1% | +7.19% | 加碼 |
| 27 | TSLA | Tesla Inc | +0.1% | -8.15% | 減碼 |
| 28 | SAP | Sap Se-sponsored Adr | +0.1% | +3.61% | 加碼 |
| 29 | CDNS | Cadence Design Sys Inc | +0.1% | +5.19% | 加碼 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +2.04% | 加碼 |
| 31 | LYV | Live Nation Entertainment In | +0.1% | +4275.26% | 加碼 |
| 32 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +35.33% | 加碼 |
| 33 | CMI | Cummins Inc | +0.1% | +333.61% | 加碼 |
| 34 | GPOR | Gulfport Energy CORP | +0.1% | +41.62% | 加碼 |
| 35 | GTLS | Chart Industries Inc | +0.1% | +1.96% | 加碼 |
| 36 | EAT | Brinker International Inc | +0.1% | -24.75% | 減碼 |
| 37 | BSY | Bentley Systems Inc-class B | +0.1% | +13271.39% | 加碼 |
| 38 | WRBY | Warby Parker Inc-class A | +0.1% | NEW | 新建倉 |
| 39 | BWXT | Bwx Technologies Inc | +0.1% | NEW | 新建倉 |
| 40 | CSR | Centerspace | +0.1% | +7322.34% | 加碼 |
| 41 | C | Citigroup Inc | +0.1% | +98.26% | 加碼 |
| 42 | CWAN | Clearwater Analytics Holdings, Inc. | +0.1% | +57.23% | 加碼 |
| 43 | VTR | Ventas Inc | +0.1% | +162.84% | 加碼 |
| 44 | LPLA | Lpl Financial Holdings Inc | +0.1% | +13.18% | 加碼 |
| 45 | MYRG | Myr Group Inc/delaware | +0.1% | -0.35% | 減碼 |
| 46 | ROAD | Construction Partners Inc-a | +0.1% | +1.30% | 加碼 |
| 47 | MCK | Mckesson CORP | +0.1% | +18.61% | 加碼 |
| 48 | SHOP | Shopify Inc - Class A | +0.1% | -0.40% | 減碼 |
| 49 | TSCO | Tractor Supply Company | +0.1% | +558.35% | 加碼 |
| 50 | LBRT | Liberty Energy Inc | +0.1% | +21.39% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Macquarie Group LTD 在 Q4 2024 季度的美股持倉總市值約為 US$231.5億，共申報了 1663 個公開持股部位。
在 Q4 2024 季度，Macquarie Group LTD 按市值排列的前三大核心持股分別為：MSFT (3.5%)、NVDA (3.1%)、AAPL (2.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.5% 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
DFIV
市值: US$2.0億
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$1.7億
在 Q4 2024 季度中，Macquarie Group LTD 共進行了 199 項持倉異動，包含新建倉 8 個部位、加碼 55 個部位、減碼 128 個部位以及清倉 8 個部位。 其中最大新建倉標的為 DFIV。 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。