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: 0000895421
申報總市值
US$1.9兆
US$1.9兆
7845 檔
10.5%
在 Q2 2024 的 13F 官方備案中，Morgan Stanley 管理的美股投資組合規模來到 US$1.9兆，整體持股檔數為 7845 檔。
Q2 2024 數據顯示 Morgan Stanley 積極進場，新開立 1 個部位並同步加碼 40 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, NVDA）累計市值佔比達 10.5%，是驅動 Morgan Stanley 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 7845 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 | 4.25% | -0.27% | +0.47% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.77% | -0.03% | +4.09% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.22% | +0.17% | +894.69% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.47% | +0.08% | +2.65% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | +0.18% | +2.50% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.47% | -0.31% | +6.06% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | -0.14% | +1.67% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.05% | +2.22% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | +0.11% | +0.83% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | -0.01% | -3.97% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.96% | +0.17% | +4.99% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | +0.06% | +13.49% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 0.89% | +0.16% | +13.04% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.79% | +0.09% | -0.68% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | -0.07% | +2.74% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.77% | +0.02% | +1.98% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.73% | +0.02% | +7.66% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | +0.07% | -27.46% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.62% | -0.08% | +1.44% | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 0.62% | -0.02% | +0.23% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | -0.06% | -0.29% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.20% | +15.10% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | -0.03% | +10.85% | |
| 24 | UBER | Uber Technologies Inc | 股票-工業 | 0.55% | -0.05% | -8.07% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | -0.05% | +0.76% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.54% | -0.02% | +1.93% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.52% | -0.03% | +2.93% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.50% | -0.06% | -2.10% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | +0.02% | +5.89% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | -0.06% | -1.13% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.44% | -0.02% | +3.83% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | -0.02% | +16.91% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.14% | +1.02% | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.43% | -0.19% | +21.56% | |
| 35 | WMT | Walmart Inc | 股票-非循環性消費 | 0.43% | -0.11% | +2.77% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.42% | -0.01% | +4.91% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.40% | -0.02% | +1.71% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.39% | -0.03% | -1.01% | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.39% | +0.02% | +2.69% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.39% | -0.17% | -2.69% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.37% | +0.22% | +1.14% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.37% | -0.06% | -5.12% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.36% | +0.46% | +2.83% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.36% | +0.01% | +0.93% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.35% | -0.02% | -4.74% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.35% | -0.08% | +2.79% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.34% | -0.06% | +3.98% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | +0.03% | +0.06% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.33% | -0.07% | +5.65% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.32% | +0.03% | +14.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | +894.69% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.8% | +0.47% | 加碼 |
| 3 | AAPL | Apple Inc | +1.5% | +4.09% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +0.8% | +4.99% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.7% | +13.04% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +2.50% | 加碼 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.5% | +1.98% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.4% | +15.10% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +1.67% | 加碼 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.4% | +13.49% | 加碼 |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | -0.68% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +2.74% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.3% | +0.23% | 加碼 |
| 14 | COST | Costco Wholesale CORP | +0.3% | +1.44% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.3% | +2.22% | 加碼 |
| 16 | AMD | Advanced Micro Devices | +0.3% | +2.83% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | +0.83% | 加碼 |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | -6.85% | 加碼 |
| 19 | PANW | Palo Alto Networks Inc | +0.2% | +1.14% | 加碼 |
| 20 | ABBV | Abbvie Inc | +0.2% | +5.89% | 加碼 |
| 21 | WMT | Walmart Inc | +0.2% | +2.77% | 加碼 |
| 22 | ETN | Eaton Corporation plc | +0.2% | +3.74% | 加碼 |
| 23 | NFLX | Netflix Inc | +0.2% | +21.56% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +2.65% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +1.71% | 加碼 |
| 26 | CVX | Chevron CORP | +0.1% | +1.02% | 加碼 |
| 27 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +0.04% | 加碼 |
| 28 | PEP | Pepsico Inc | +0.1% | +3.98% | 加碼 |
| 29 | HD | Home Depot Inc | +0.1% | +1.93% | 加碼 |
| 30 | KO | Coca-cola Co/the | +0.1% | -1.01% | 加碼 |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | +7.66% | 加碼 |
| 32 | BND | Vanguard Total Bond Market | 0% | -2.10% | 加碼 |
| 33 | PG | Procter & Gamble Co/the | 0% | -0.29% | 加碼 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | -27.46% | 加碼 |
| 35 | TMO | Thermo Fisher Scientific Inc | 0% | +2.93% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +6.06% | 加碼 |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +10.85% | 加碼 |
| 38 | V | Visa Inc-class A Shares | -0.3% | -3.97% | 加碼 |
| 39 | OKTA | Okta Inc | -0.3% | -11.68% | 減碼 |
| 40 | PYPL | Paypal Holdings Inc | -0.4% | +0.63% | 加碼 |
| 41 | BABA | Alibaba Group Holding-sp Adr | -0.5% | +20.44% | 減碼 |
| 42 | SNAP | Snap Inc - A | -0.5% | +8.22% | 減碼 |
| 43 | SPOT | Spotify Technology S.A. | -0.5% | +9.33% | 減碼 |
| 44 | VEEV | Veeva Systems Inc-class A | -0.5% | -31.04% | 減碼 |
| 45 | TWLO | Twilio Inc - A | -0.6% | -6.92% | 減碼 |
| 46 | ZM | Zoom Communications Inc | -0.6% | -18.62% | 減碼 |
| 47 | XYZ | Block Inc | -0.8% | +4.24% | 減碼 |
| 48 | SHOP | Shopify Inc - Class A | -0.9% | -4.99% | 加碼 |
| 49 | TWTRUSD | Twitter Inc | — | EXIT | 清倉 |
| 50 | LIN | Linde plc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Morgan Stanley 在 Q2 2024 季度的美股持倉總市值約為 US$1.9兆，共申報了 7845 個公開持股部位。
在 Q2 2024 季度，Morgan Stanley 按市值排列的前三大核心持股分別為：MSFT (4.3%)、AAPL (3.8%)、NVDA (3.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.3% 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
LIN
市值: US$33.3億
本季最大獲利了結 / 清倉標的
TWTRUSD
前期市值: US$51.2億
在 Q2 2024 季度中，Morgan Stanley 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 40 個部位、減碼 8 個部位以及清倉 1 個部位。 其中最大新建倉標的為 LIN。 本季清倉部位包含 TWTRUSD。
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。