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: 0001318757
申報總市值
US$1267.0億
US$1267.0億
2224 檔
11.7%
截至 Q1 2024 季度末，Marshall Wace, LLP 的美股持倉估值約為 US$1267.0億，全數申報部位共有 2224 檔。
在 Q1 2024，Marshall Wace, LLP 操作展現出積極擴展與加碼意向。本季共新建倉 6 個新部位，並對 24 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
整體而言，Marshall Wace, LLP 的前 5 大持股（包含 IVV, AMZN, MSFT）貢獻了組合市值的 11.7%，形成該機構在 Q1 2024 季度的基本面基石。
僅顯示前 200 大持股（共 2224 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 13.40% | +6.55% | +0.32% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.13% | -0.04% | -9.76% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | -0.27% | +8.94% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.78% | -0.29% | +25.68% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.72% | -0.01% | +10.78% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | -0.97% | +29.99% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.32% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | -0.38% | +23.05% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | +0.19% | -36.63% | |
| 10 | DHR | Danaher CORP | 股票-醫療保健 | 1.11% | — | +64.30% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | -0.14% | -39.40% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 0.86% | -0.23% | +57.24% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | +0.61% | +49.07% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.77% | — | NEW | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 0.75% | +0.98% | +98.73% | |
| 16 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.71% | +0.01% | +51.06% | |
| 17 | GE | General Electric | 股票-工業 | 0.70% | -0.07% | -28.87% | |
| 18 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.65% | — | -23.37% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.65% | -0.23% | +2681.90% | |
| 20 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.62% | -0.01% | EXIT | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | +0.45% | +177.11% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.05% | +83.84% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.52% | +0.11% | +497.23% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | -0.29% | -44.09% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 0.49% | +1.06% | -44.31% | |
| 26 | ALC | Alcon Inc. | 股票-醫療保健 | 0.47% | +0.02% | +165.24% | |
| 27 | MCK | Mckesson CORP | 股票-醫療保健 | 0.47% | -0.06% | EXIT | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.47% | +0.59% | -51.63% | |
| 29 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.46% | +0.01% | -3.84% | |
| 30 | EFX | Equifax Inc | 股票-工業 | 0.46% | +0.07% | +5.68% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.44% | +0.04% | -0.36% | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.44% | -0.47% | -40.60% | |
| 33 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.44% | — | +256.01% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.33% | +37.45% | |
| 35 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 0.42% | +0.07% | NEW | |
| 36 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.42% | -0.13% | +30.53% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.41% | — | +5.17% | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.40% | -0.10% | -41.31% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.39% | -0.33% | -51.13% | |
| 40 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.39% | +0.04% | +112.81% | |
| 41 | ICE | Intercontinental Exchange In | 股票-金融 | 0.39% | -0.02% | +29.29% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.37% | +0.01% | -14.39% | |
| 43 | CRH | CRH plc | 股票-原物料 | 0.36% | -0.01% | +30.85% | |
| 44 | WING | Wingstop Inc | 股票-循環性消費 | 0.35% | +0.13% | +20.89% | |
| 45 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.34% | -0.03% | -35.93% | |
| 46 | HUM | Humana Inc | 股票-醫療保健 | 0.34% | +0.17% | +95.48% | |
| 47 | MDB | Mongodb Inc | 股票-科技 | 0.33% | +0.02% | NEW | |
| 48 | WDAY | Workday Inc-class A | 股票-科技 | 0.33% | -0.04% | +4287.78% | |
| 49 | EPAM | Epam Systems Inc | 股票-科技 | 0.33% | +0.02% | NEW | |
| 50 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.32% | -0.15% | +92.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +0.8% | +29.99% | 加碼 |
| 3 | GS | Goldman Sachs Group Inc | +0.6% | +2681.90% | 加碼 |
| 4 | PG | Procter & Gamble Co/the | +0.5% | +144.64% | 加碼 |
| 5 | KO | Coca-cola Co/the | +0.4% | +497.23% | 加碼 |
| 6 | DHR | Danaher CORP | +0.4% | +64.30% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.4% | +98.73% | 加碼 |
| 8 | BAC | Bank Of America CORP | +0.4% | +177.11% | 加碼 |
| 9 | DKNG | Draftkings Inc-cl A | +0.4% | +1332.17% | 加碼 |
| 10 | NFLX | Netflix Inc | +0.4% | +57.24% | 加碼 |
| 11 | SPOT | Spotify Technology S.A. | +0.3% | +51.06% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +25.68% | 加碼 |
| 13 | LEN | Lennar Corp-a | +0.3% | +256.01% | 加碼 |
| 14 | WDAY | Workday Inc-class A | +0.3% | +4287.78% | 加碼 |
| 15 | ALC | Alcon Inc. | +0.3% | +165.24% | 加碼 |
| 16 | ORCL | Oracle CORP | +0.3% | +83.84% | 加碼 |
| 17 | CRL | Charles River Laboratories | +0.3% | NEW | 新建倉 |
| 18 | WELL | Welltower Inc | +0.3% | +694.56% | 加碼 |
| 19 | COST | Costco Wholesale CORP | +0.3% | +49.07% | 加碼 |
| 20 | SMH | Vaneck Semiconductor ETF | +0.3% | NEW | 新建倉 |
| 21 | MS | Morgan Stanley | +0.3% | +484.58% | 加碼 |
| 22 | SYK | Stryker CORP | +0.3% | NEW | 新建倉 |
| 23 | COO | Cooper Cos Inc/the | +0.2% | NEW | 新建倉 |
| 24 | XLK | Ss Technology Select Sector | +0.2% | +854.69% | 加碼 |
| 25 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | 新建倉 |
| 26 | BDX | Becton Dickinson And Co | +0.2% | +1050.61% | 加碼 |
| 27 | LIN | Linde plc | +0.2% | +1023.99% | 加碼 |
| 28 | MSFT | Microsoft CORP | +0.2% | +8.94% | 加碼 |
| 29 | GOOG | Alphabet Inc-cl C | +0.2% | +23.05% | 加碼 |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.32% | 加碼 |
| 31 | CELH | Celsius Holdings Inc | -0.2% | EXIT | 清倉 |
| 32 | CL | Colgate-palmolive Co | -0.3% | -85.57% | 減碼 |
| 33 | XLY | Ss Consumer Disc Select Sect | -0.3% | -98.31% | 減碼 |
| 34 | APO | Apollo Global Management Inc | -0.3% | -76.43% | 減碼 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -57.62% | 減碼 |
| 36 | GLD | Spdr Gold Shares | -0.3% | -40.60% | 減碼 |
| 37 | MRK | Merck & Co. Inc. | -0.4% | -51.13% | 減碼 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.4% | -99.41% | 減碼 |
| 39 | QCOM | Qualcomm Inc | -0.4% | -98.44% | 減碼 |
| 40 | TSLA | Tesla Inc | -0.4% | -62.63% | 減碼 |
| 41 | ABBV | Abbvie Inc | -0.4% | -51.63% | 減碼 |
| 42 | CVS | Cvs Health CORP | -0.5% | -65.38% | 減碼 |
| 43 | JPM | Jpmorgan Chase & Co | -0.5% | -72.35% | 減碼 |
| 44 | INTC | Intel CORP | -0.5% | -52.95% | 減碼 |
| 45 | KVUE | Kenvue Inc | -0.5% | -95.05% | 減碼 |
| 46 | STZ | Constellation Brands Inc-a | -0.6% | -96.86% | 減碼 |
| 47 | TLT | Ishares 20+ Year Treasury Bd | -0.6% | -72.17% | 減碼 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -36.63% | 減碼 |
| 49 | ✓ | Akouos Inc Xxx | -0.8% | EXIT | 清倉 |
| 50 | WMT | Walmart Inc | -0.9% | -55.43% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Marshall Wace, LLP 在 Q1 2024 季度的美股持倉總市值約為 US$1267.0億，共申報了 2224 個公開持股部位。
在 Q1 2024 季度，Marshall Wace, LLP 按市值排列的前三大核心持股分別為：IVV (13.4%)、AMZN (3.1%)、MSFT (2.6%)。其中最大持股部位 IVV 佔據整體投資組合約 13.4% 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
VOO
市值: US$8.7億
本季最大獲利了結 / 清倉標的
AKOUOS INC XXX
前期市值: US$4.8億
在 Q1 2024 季度中，Marshall Wace, LLP 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 24 個部位、減碼 18 個部位以及清倉 2 個部位。 其中最大新建倉標的為 VOO。 本季清倉部位包含 AKOUOS INC XXX。
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。