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
2381 檔
19.1%
截至 Q4 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 2381 檔。
Q4 2024 的申報記錄反映 Marshall Wace, LLP 的板塊替換策略：機構本季推動了 110 筆增持與 90 筆減持，籌碼呈現明顯的結構重組。
整體而言，Marshall Wace, LLP 的前 5 大持股（包含 IVV, AAPL, MSFT）貢獻了組合市值的 19.1%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 2381 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 | 16.71% | +6.55% | +1.93% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.23% | -0.01% | +47.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.27% | -1.82% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.98% | -0.04% | -11.10% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.12% | -0.97% | +15.11% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 1.87% | -0.02% | +0.30% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.19% | +0.23% | +514.47% | |
| 8 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.95% | -0.15% | +7.59% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | -0.14% | -45.48% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | -0.29% | -51.25% | |
| 11 | FLUT | Flutter Entertainment plc | 股票-循環性消費 | 0.76% | -0.06% | -38.43% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.12% | +58.71% | |
| 13 | UBER | Uber Technologies Inc | 股票-工業 | 0.72% | +0.11% | +150.12% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | +0.02% | -23.03% | |
| 15 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.70% | +0.02% | +62.08% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | +0.19% | -80.78% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 0.62% | — | +10.13% | |
| 18 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.56% | -0.02% | +0.58% | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 0.54% | -0.23% | +302.40% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.54% | +0.08% | +267.21% | |
| 21 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.52% | -0.14% | +55.70% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.46% | -0.47% | -31.84% | |
| 23 | URI | United Rentals Inc | 股票-工業 | 0.46% | +0.03% | +105.59% | |
| 24 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.45% | -0.07% | +154.62% | |
| 25 | PGR | Progressive CORP | 股票-金融 | 0.44% | -0.04% | EXIT | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.44% | -0.31% | -55.83% | |
| 27 | SO | Southern Co/the | 股票-公用事業 | 0.43% | -0.22% | +325.74% | |
| 28 | CRH | CRH plc | 股票-原物料 | 0.42% | -0.01% | +11.44% | |
| 29 | BA | Boeing Co/the | 股票-工業 | 0.42% | -0.15% | — | |
| 30 | ALC | Alcon Inc. | 股票-醫療保健 | 0.42% | +0.02% | +15.68% | |
| 31 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.40% | +0.18% | +32.46% | |
| 32 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 0.39% | -0.01% | +784.24% | |
| 33 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.38% | +0.15% | +37.58% | |
| 34 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.38% | -0.01% | +113.49% | |
| 35 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.37% | +0.01% | +134.08% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.37% | -0.29% | -56.45% | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.37% | -0.06% | +742.03% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.37% | -0.38% | -40.27% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | +0.31% | +143.24% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.35% | -0.26% | +7.17% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工業 | 0.34% | +0.18% | +12.29% | |
| 42 | OKTA | Okta Inc | 股票-科技 | 0.34% | -0.02% | +35.48% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.34% | +0.59% | +18.64% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.33% | -0.06% | EXIT | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.33% | +0.98% | +21.35% | |
| 46 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.31% | +0.01% | NEW | |
| 47 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.31% | -0.49% | +183.85% | |
| 48 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.31% | — | — | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.30% | -0.03% | +126.78% | |
| 50 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 0.30% | +0.07% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | +47.32% | 加碼 |
| 2 | UNH | Unitedhealth Group Inc | +1% | +514.47% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.6% | +0.30% | 加碼 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +1.93% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.4% | +15.11% | 加碼 |
| 6 | NFLX | Netflix Inc | +0.4% | +302.40% | 加碼 |
| 7 | BA | Boeing Co/the | +0.4% | NEW | 新建倉 |
| 8 | CRM | Salesforce Inc | +0.4% | +267.21% | 加碼 |
| 9 | UBER | Uber Technologies Inc | +0.4% | +150.12% | 加碼 |
| 10 | DLTR | Dollar Tree Inc | +0.4% | +784.24% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.3% | +58.71% | 加碼 |
| 12 | SCHW | Schwab (charles) CORP | +0.3% | +742.03% | 加碼 |
| 13 | SO | Southern Co/the | +0.3% | +325.74% | 加碼 |
| 14 | AZNN | Astrazeneca Plc-spons Adr | +0.3% | NEW | 新建倉 |
| 15 | CAH | Cardinal Health Inc | +0.3% | +154.62% | 加碼 |
| 16 | STLA | Stellantis N.V. | +0.3% | +72446.01% | 加碼 |
| 17 | USB | US Bancorp | +0.3% | +414.15% | 加碼 |
| 18 | MCK | Mckesson CORP | +0.3% | +59720.33% | 加碼 |
| 19 | ULTA | Ulta Beauty Inc | +0.2% | +10336.69% | 加碼 |
| 20 | RACE | Ferrari N.V. | +0.2% | +62.08% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | +0.2% | +143.24% | 加碼 |
| 22 | EW | Edwards Lifesciences CORP | +0.2% | +55.70% | 加碼 |
| 23 | WMB | Williams Cos Inc | +0.2% | +2303.18% | 加碼 |
| 24 | COF | Capital One Financial CORP | +0.2% | +376.10% | 加碼 |
| 25 | PYPL | Paypal Holdings Inc | +0.2% | +113.49% | 加碼 |
| 26 | SHOP | Shopify Inc - Class A | +0.2% | +423.77% | 加碼 |
| 27 | URI | United Rentals Inc | +0.2% | +105.59% | 加碼 |
| 28 | PINS | Pinterest Inc- Class A | +0.2% | +134.08% | 加碼 |
| 29 | T | At&t Inc | +0.2% | NEW | 新建倉 |
| 30 | HLT | Hilton Worldwide Holdings In | +0.2% | +426.94% | 加碼 |
| 31 | ACGL | Arch Capital Group Ltd. | +0.2% | NEW | 新建倉 |
| 32 | ROKU | Roku Inc | +0.2% | +663.89% | 加碼 |
| 33 | MELI | Mercadolibre Inc | +0.2% | +183.85% | 加碼 |
| 34 | IWM | Ishares Russell 2000 ETF | +0.2% | +155.22% | 加碼 |
| 35 | SE | Sea Ltd-adr | +0.2% | +659.23% | 加碼 |
| 36 | COIN | Coinbase Global Inc -class A | +0.2% | +123.42% | 加碼 |
| 37 | FIVE | Five Below | +0.2% | +85.98% | 加碼 |
| 38 | FXI | Ishares China Large-cap ETF | +0.2% | +844.88% | 加碼 |
| 39 | SRRK | Scholar Rock Holding CORP | +0.2% | +1283.72% | 加碼 |
| 40 | SWKS | Skyworks Solutions Inc | +0.2% | +4364.41% | 加碼 |
| 41 | BKNG | Booking Holdings Inc | +0.1% | +37.58% | 加碼 |
| 42 | INTC | Intel CORP | +0.1% | +126.78% | 加碼 |
| 43 | D | Dominion Energy Inc | +0.1% | +8585.30% | 加碼 |
| 44 | RTX | Rtx CORP | +0.1% | +458.89% | 加碼 |
| 45 | SMCI | Super Micro Computer Inc | +0.1% | +416945.00% | 加碼 |
| 46 | ROP | Roper Technologies Inc | +0.1% | +15719.21% | 加碼 |
| 47 | EPAM | Epam Systems Inc | +0.1% | +126.39% | 加碼 |
| 48 | MDB | Mongodb Inc | +0.1% | NEW | 新建倉 |
| 49 | FND | Floor & Decor Holdings Inc-a | +0.1% | NEW | 新建倉 |
| 50 | VEEV | Veeva Systems Inc-class A | +0.1% | +413.27% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Marshall Wace, LLP 在 Q4 2024 季度的美股持倉總市值約為 US$1267.0億，共申報了 2381 個公開持股部位。
在 Q4 2024 季度，Marshall Wace, LLP 按市值排列的前三大核心持股分別為：IVV (16.7%)、AAPL (4.2%)、MSFT (3.1%)。其中最大持股部位 IVV 佔據整體投資組合約 16.7% 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
BA
市值: US$3.5億
本季最大獲利了結 / 清倉標的
GEV
前期市值: US$4.4億
在 Q4 2024 季度中，Marshall Wace, LLP 共進行了 200 項持倉異動，包含新建倉 17 個部位、加碼 93 個部位、減碼 77 個部位以及清倉 13 個部位。 其中最大新建倉標的為 BA。 本季清倉部位包含 GEV。
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。