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: 0001597694
申報總市值
US$95.3億
US$95.3億
63 檔
12.1%
在 Q1 2024 申報期間，MUFG Securities EMEA plc（CIK: 0001597694）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$95.3億，共持有 63 個公開申報部位。
從 Q1 2024 申報觀察，MUFG Securities EMEA plc 採取防禦導向的調倉策略，本季減碼 19 檔個股並出清 28 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 V, META, AMZN）累計市值佔比達 12.1%，是驅動 MUFG Securities EMEA plc 該季度整體投資組合績效表現的核心支柱。
| # | 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 | V | Visa Inc-class A Shares | 股票-金融 | 83.31% | -0.08% | +485077.90% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 6.47% | +2.68% | -48.13% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.14% | — | -85.07% | |
| 4 | QCOM | Qualcomm Inc | 股票-科技 | 2.12% | +0.09% | +11.55% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 1.32% | +0.33% | -62.50% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | +1.29% | -93.20% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 0.69% | +0.12% | -76.46% | |
| 8 | INTC | Intel CORP | 股票-科技 | 0.54% | +1.40% | +166.09% | |
| 9 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.37% | +0.01% | -68.89% | |
| 10 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.25% | -0.03% | -90.03% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 0.21% | +0.81% | -96.34% | |
| 12 | FDX | Fedex CORP | 股票-工業 | 0.15% | +0.55% | +2.89% | |
| 13 | BA | Boeing Co/the | 股票-工業 | 0.13% | -0.03% | +552.41% | |
| 14 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.13% | -0.02% | EXIT | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.10% | -5.24% | -99.31% | |
| 16 | C | Citigroup Inc | 股票-金融 | 0.08% | -0.12% | -47.30% | |
| 17 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.08% | -0.40% | -32.96% | |
| 18 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.08% | -0.01% | -59.72% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.08% | +0.31% | -98.78% | |
| 20 | XYZ | Block Inc | 股票-金融 | 0.08% | — | -58.52% | |
| 21 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.08% | — | -29.98% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 0.07% | +0.07% | -94.75% | |
| 23 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.07% | +0.06% | +10.04% | |
| 24 | ZM | Zoom Communications Inc | 股票-科技 | 0.05% | — | -80.68% | |
| 25 | DOCU | Docusign Inc | 股票-科技 | 0.05% | — | — | |
| 26 | GLW | Corning Inc | 股票-科技 | 0.05% | +0.86% | -61.31% | |
| 27 | MMM | 3m Co | 股票-工業 | 0.04% | -0.02% | +12.93% | |
| 28 | APTV | Aptiv PLC | 股票-循環性消費 | 0.04% | — | -93.75% | |
| 29 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.04% | — | — | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 0.03% | -0.11% | -54.28% | |
| 31 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.03% | — | — | |
| 32 | NEM | Newmont CORP | 股票-原物料 | 0.03% | -0.17% | — | |
| 33 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.02% | -0.31% | +11.11% | |
| 34 | T | At&t Inc | 股票-通訊服務 | 0.02% | -0.06% | -93.98% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.02% | +0.15% | -45.39% | |
| 36 | ILMN | Illumina Inc | 股票-醫療保健 | 0.02% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.02% | -0.07% | -99.53% | |
| 38 | Z | Zillow Group Inc - C | 股票-通訊服務 | 0.02% | — | — | |
| 39 | BYND | Beyond Meat Inc | 股票-非循環性消費 | 0.01% | — | — | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.01% | -0.44% | -25.06% | |
| 41 | QRVO | Qorvo Inc | 股票-科技 | 0.01% | +0.16% | NEW | |
| 42 | DE | Deere & Co | 股票-工業 | 0.01% | -0.02% | — | |
| 43 | TWLO | Twilio Inc - A | 股票-科技 | 0.01% | — | — | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.01% | -0.53% | -93.16% | |
| 45 | WDC | Western Digital CORP | 股票-科技 | 0.01% | +0.15% | -83.48% | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.01% | +0.12% | -85.37% | |
| 47 | DAL | Delta Air Lines Inc | 股票-工業 | 0.01% | — | -81.53% | |
| 48 | TPR | Tapestry Inc | 股票-循環性消費 | — | +0.34% | -88.49% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | — | -0.06% | — | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | — | -0.05% | -73.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +83.3% | +485077.90% | 加碼 |
| 2 | QCOM | Qualcomm Inc | +1% | +11.55% | 加碼 |
| 3 | INTC | Intel CORP | +0.4% | +166.09% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | 0% | -48.13% | 減碼 |
| 5 | AMAT | Applied Materials Inc | -0.1% | EXIT | 清倉 |
| 6 | ZM | Zoom Communications Inc | -0.2% | -80.68% | 減碼 |
| 7 | T | At&t Inc | -0.3% | -93.98% | 減碼 |
| 8 | CMG | Chipotle Mexican Grill Inc | -0.3% | EXIT | 清倉 |
| 9 | 6D8 | Dupont De Nemours Inc | -0.3% | EXIT | 清倉 |
| 10 | CSX | Csx CORP | -0.3% | EXIT | 清倉 |
| 11 | EOG | Eog Resources Inc | -0.3% | EXIT | 清倉 |
| 12 | ALB | Albemarle CORP | -0.3% | -100.00% | 減碼 |
| 13 | CI | THE Cigna Group | -0.4% | EXIT | 清倉 |
| 14 | PYPL | Paypal Holdings Inc | -0.4% | -68.89% | 減碼 |
| 15 | HUM | Humana Inc | -0.4% | EXIT | 清倉 |
| 16 | DVN | Devon Energy CORP | -0.4% | EXIT | 清倉 |
| 17 | EMR | Emerson Electric Co | -0.4% | EXIT | 清倉 |
| 18 | APTV | Aptiv PLC | -0.4% | -93.75% | 減碼 |
| 19 | CVX | Chevron CORP | -0.7% | EXIT | 清倉 |
| 20 | DHI | Dr Horton Inc | -0.8% | EXIT | 清倉 |
| 21 | ELV | Elevance Health Inc | -0.8% | EXIT | 清倉 |
| 22 | BKR | Baker Hughes Co | -0.9% | EXIT | 清倉 |
| 23 | ADBE | Adobe Inc | -1% | -94.75% | 減碼 |
| 24 | BKNG | Booking Holdings Inc | -1% | EXIT | 清倉 |
| 25 | DIS | Walt Disney Co/the | -1.1% | -90.03% | 減碼 |
| 26 | GPC | Genuine Parts Co | -1.1% | EXIT | 清倉 |
| 27 | PXDEUR | Pioneer Natural Resources Co | -1.2% | EXIT | 清倉 |
| 28 | PFE | Pfizer Inc | -1.2% | -99.92% | 減碼 |
| 29 | CTSH | Cognizant Tech Solutions-a | -1.2% | EXIT | 清倉 |
| 30 | HES | Hess CORP | -1.2% | EXIT | 清倉 |
| 31 | MET | Metlife Inc | -1.2% | EXIT | 清倉 |
| 32 | ABBV | Abbvie Inc | -1.3% | EXIT | 清倉 |
| 33 | MCHP | Microchip Technology Inc | -1.3% | EXIT | 清倉 |
| 34 | ADP | Automatic Data Processing | -1.4% | EXIT | 清倉 |
| 35 | LRCXEUR | Lam Research CORP | -1.4% | EXIT | 清倉 |
| 36 | NTRS | Northern Trust CORP | -1.5% | EXIT | 清倉 |
| 37 | PEP | Pepsico Inc | -1.7% | EXIT | 清倉 |
| 38 | AMD | Advanced Micro Devices | -2.2% | -62.50% | 減碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -2.3% | EXIT | 清倉 |
| 40 | PG | Procter & Gamble Co/the | -2.6% | -99.53% | 減碼 |
| 41 | JNJ | Johnson & Johnson | -2.8% | -99.94% | 減碼 |
| 42 | PSX | Phillips 66 | -3.1% | EXIT | 清倉 |
| 43 | GOOG | Alphabet Inc-cl C | -4.2% | EXIT | 清倉 |
| 44 | GOOGL | Alphabet Inc-cl A | -4.2% | -98.78% | 減碼 |
| 45 | AAPL | Apple Inc | -4.4% | -96.34% | 減碼 |
| 46 | NVDA | Nvidia CORP | -5.3% | -99.31% | 減碼 |
| 47 | MSFT | Microsoft CORP | -6.1% | -93.20% | 減碼 |
| 48 | AMZN | Amazon.com Inc | -6.5% | -85.07% | 減碼 |
| 49 | AVGO | Broadcom Inc | -6.6% | -100.00% | 減碼 |
| 50 | TSLA | Tesla Inc | -7.8% | -76.46% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，MUFG Securities EMEA plc 在 Q1 2024 季度的美股持倉總市值約為 US$95.3億，共申報了 63 個公開持股部位。
在 Q1 2024 季度，MUFG Securities EMEA plc 按市值排列的前三大核心持股分別為：V (83.3%)、META (6.5%)、AMZN (2.1%)。其中最大持股部位 V 佔據整體投資組合約 83.3% 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。
本季最大獲利了結 / 清倉標的
GOOG
前期市值: US$7046.5萬
在 Q1 2024 季度中，MUFG Securities EMEA plc 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 3 個部位、減碼 19 個部位以及清倉 28 個部位。 本季清倉部位包含 GOOG。
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。