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
7927 檔
10.5%
Q3 2024 季度申報顯示，Morgan Stanley 揭露的美股組合總市值為 US$1.9兆，涵蓋 7927 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，Morgan Stanley 採取了強勁的買進策略，建倉與加碼動作（合計 121 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 10.5%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 7927 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 | AAPL | Apple Inc | 股票-科技 | 3.91% | -0.03% | +0.18% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.87% | -0.27% | +1.05% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.90% | +0.17% | -2.15% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.16% | +0.08% | -3.61% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.53% | -0.14% | +4.60% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.48% | -0.31% | +1.86% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.48% | +0.18% | +5.93% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.05% | +1.48% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.04% | +0.06% | +14.35% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.01% | -0.88% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | +0.17% | +6.08% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.90% | +0.11% | +1.34% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 0.89% | +0.16% | +891.55% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | -0.07% | +6.28% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.85% | +0.09% | -0.26% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.84% | +0.02% | +10.67% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 0.76% | -0.02% | -0.56% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.71% | +0.02% | -0.20% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.07% | +2.18% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 0.63% | -0.02% | +6.76% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | -0.06% | +1.65% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.61% | -0.08% | +0.09% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.20% | +4.91% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 0.59% | -0.05% | +1.79% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.57% | -0.03% | +1.62% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | +0.02% | +3.96% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.55% | -0.06% | +12.10% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | -0.06% | +7.35% | |
| 29 | UBER | Uber Technologies Inc | 股票-工業 | 0.50% | -0.05% | -5.80% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.50% | -0.03% | -7.90% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.46% | -0.11% | -4.24% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | -0.02% | -2.17% | |
| 33 | NFLX | Netflix Inc | 股票-通訊服務 | 0.43% | -0.19% | +1.10% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.41% | -0.03% | -1.02% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.38% | +0.02% | +1.48% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.38% | -0.17% | -1.15% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.38% | -0.14% | -1.62% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.38% | -0.07% | +2.31% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.37% | -0.01% | -16.39% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.37% | +0.22% | +6.96% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.37% | +0.01% | -0.42% | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.37% | -0.02% | +5.15% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.36% | +0.46% | +5.15% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.35% | -0.02% | +10.20% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.34% | -0.06% | +3.45% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.34% | -0.08% | +2.31% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | +0.03% | +9.06% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.34% | -0.08% | +14.22% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.34% | -0.06% | -15.48% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.32% | +0.03% | +0.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.2% | +4.60% | 加碼 |
| 2 | AAPL | Apple Inc | +0.1% | +0.18% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.1% | -0.56% | 減碼 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.35% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.28% | 加碼 |
| 6 | HD | Home Depot Inc | +0.1% | +6.76% | 加碼 |
| 7 | CME | Cme Group Inc | +0.1% | +76.10% | 加碼 |
| 8 | BKNG | Booking Holdings Inc | +0.1% | +54.36% | 加碼 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.67% | 加碼 |
| 10 | MCD | Mcdonald's CORP | +0.1% | +14.22% | 加碼 |
| 11 | BX | Blackstone Inc | +0.1% | +10.73% | 加碼 |
| 12 | UNH | Unitedhealth Group Inc | +0.1% | -0.26% | 減碼 |
| 13 | ABBV | Abbvie Inc | +0.1% | +3.96% | 加碼 |
| 14 | BLKCHF | Blackrock Inc | +0.1% | +6.10% | 加碼 |
| 15 | SPGI | S&p Global Inc | +0.1% | +18.49% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +7.35% | 加碼 |
| 17 | BND | Vanguard Total Bond Market | +0.1% | +12.10% | 加碼 |
| 18 | NEE | Nextera Energy Inc | +0.1% | +2.31% | 加碼 |
| 19 | AZO | Autozone Inc | +0.1% | +108.34% | 加碼 |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +2.46% | 加碼 |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +28.70% | 加碼 |
| 22 | MA | Mastercard Inc - A | 0% | +1.79% | 加碼 |
| 23 | RSP | Invesco S&p 500 Equal Weight | 0% | +10.20% | 加碼 |
| 24 | ORCL | Oracle CORP | 0% | +3.99% | 加碼 |
| 25 | LMT | Lockheed Martin CORP | 0% | +2.52% | 加碼 |
| 26 | GD | General Dynamics CORP | 0% | +72.23% | 加碼 |
| 27 | CEG | Constellation Energy | 0% | +17.58% | 加碼 |
| 28 | MSTR | Strategy Inc | 0% | +1126.81% | 加碼 |
| 29 | WMT | Walmart Inc | 0% | -4.24% | 減碼 |
| 30 | DASH | Doordash Inc - A | 0% | -6.48% | 減碼 |
| 31 | CAT | Caterpillar Inc | 0% | +4.48% | 加碼 |
| 32 | PGR | Progressive CORP | 0% | +6.00% | 加碼 |
| 33 | MELI | Mercadolibre Inc | 0% | -7.36% | 減碼 |
| 34 | AXP | American Express Co | 0% | -0.98% | 減碼 |
| 35 | RMD | Resmed Inc | 0% | +31.80% | 加碼 |
| 36 | MTB | M & T Bank CORP | 0% | +49.30% | 加碼 |
| 37 | HDB | Hdfc Bank Ltd-adr | 0% | +43.03% | 加碼 |
| 38 | FWONK | Liberty Media Corp-formula-c | 0% | +282.57% | 加碼 |
| 39 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.62% | 加碼 |
| 40 | KO | Coca-cola Co/the | 0% | -1.02% | 減碼 |
| 41 | CSCO | Cisco Systems Inc | 0% | +5.36% | 加碼 |
| 42 | LOW | Lowe's Cos Inc | 0% | -0.38% | 減碼 |
| 43 | GS | Goldman Sachs Group Inc | 0% | +5.18% | 加碼 |
| 44 | SBUX | Starbucks CORP | 0% | -2.26% | 減碼 |
| 45 | TMUS | T-mobile US Inc | 0% | +0.94% | 加碼 |
| 46 | TDG | Transdigm Group Inc | 0% | +16.40% | 加碼 |
| 47 | NOC | Northrop Grumman CORP | 0% | -2.43% | 減碼 |
| 48 | AGG | Ishares Core U.s. Aggregate | 0% | +10.64% | 加碼 |
| 49 | AUR | Aurora Innovation Inc | 0% | +23.87% | 加碼 |
| 50 | ADP | Automatic Data Processing | 0% | -1.83% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Morgan Stanley 在 Q3 2024 季度的美股持倉總市值約為 US$1.9兆，共申報了 7927 個公開持股部位。
在 Q3 2024 季度，Morgan Stanley 按市值排列的前三大核心持股分別為：AAPL (3.9%)、MSFT (3.9%)、NVDA (2.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.9% 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
TEL
市值: US$5.0億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$5.8億
在 Q3 2024 季度中，Morgan Stanley 共進行了 200 項持倉異動，包含新建倉 2 個部位、加碼 119 個部位、減碼 76 個部位以及清倉 3 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
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。