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: 0001274981
申報總市值
US$248.4億
US$248.4億
981 檔
24.5%
根據最新整理的 13F 季度數據集，Natixis 於 Q1 2024 結束時的管理資產規模為 US$248.4億。該機構在本季度申報了 981 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2024，Natixis 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 32 個既有持股進行加碼（合計增持 36 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, AAPL）占據了總市值的 24.5%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 981 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 | NVDA | Nvidia CORP | 股票-科技 | 12.28% | -2.61% | +68.29% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.14% | -0.93% | +47.17% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.13% | -1.13% | +127.75% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.21% | -0.83% | -51.80% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.93% | -1.35% | +50.04% | |
| 6 | COIN | Coinbase Global Inc -class A | 股票-金融 | 2.32% | +0.08% | +1933.53% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.30% | +0.44% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.08% | +3.19% | +897.19% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.07% | -0.25% | +68.71% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.84% | +0.06% | +0.24% | |
| 11 | ET | Energy Transfer LP | 股票-能源 | 1.47% | +0.17% | +19.97% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.29% | -0.43% | +6.83% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | +1.66% | -4.11% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.28% | +0.38% | +438.39% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.15% | +0.80% | +126.04% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.92% | +0.21% | -22.60% | |
| 17 | LNWO | Light & Wonder Inc | 股票-其他 | 0.91% | — | -18.28% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.90% | +0.31% | +40.32% | |
| 19 | HON | Honeywell International Inc | 股票-工業 | 0.90% | -0.95% | EXIT | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.89% | -0.08% | -32.22% | |
| 21 | QCOM | Qualcomm Inc | 股票-科技 | 0.87% | +0.13% | +109.86% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.78% | +0.73% | +22.73% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.78% | +0.92% | +88.53% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.78% | -0.23% | EXIT | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 0.73% | +1.19% | -6.98% | |
| 26 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.72% | — | +1267.06% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.72% | +0.06% | +249.50% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -1.05% | +121.54% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | +0.74% | -32.39% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 0.64% | -0.42% | EXIT | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.59% | +0.02% | +383.67% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.57% | -0.15% | +495.94% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | — | -18.24% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.20% | EXIT | |
| 35 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.53% | — | +92.71% | |
| 36 | C | Citigroup Inc | 股票-金融 | 0.52% | -0.22% | -20.24% | |
| 37 | COP | Conocophillips | 股票-能源 | 0.52% | -0.01% | +239.12% | |
| 38 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 0.51% | +0.24% | NEW | |
| 39 | PGR | Progressive CORP | 股票-金融 | 0.49% | +0.03% | +702.11% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | — | +1542.05% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.47% | -0.11% | +14.13% | |
| 42 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.46% | +0.05% | NEW | |
| 43 | PFE | Pfizer Inc | 股票-醫療保健 | 0.42% | -0.13% | +58.29% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.41% | -0.17% | +152364.21% | |
| 45 | GPN | Global Payments Inc | 股票-工業 | 0.41% | -0.02% | EXIT | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | +0.31% | +5.67% | |
| 47 | CCI | Crown Castle Inc | 股票-房地產 | 0.37% | — | -30.16% | |
| 48 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-其他 | 0.35% | +0.03% | -0.01% | |
| 49 | KLAC | Kla CORP | 股票-科技 | 0.34% | -0.02% | -40.69% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.33% | -0.09% | -25.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +6.7% | +68.29% | 加碼 |
| 2 | IWM | Ishares Russell 2000 ETF | +2.3% | NEW | 新建倉 |
| 3 | COIN | Coinbase Global Inc -class A | +2.2% | +1933.53% | 加碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1.8% | +897.19% | 加碼 |
| 5 | MSFT | Microsoft CORP | +1.4% | +47.17% | 加碼 |
| 6 | AAPL | Apple Inc | +1.3% | +127.75% | 加碼 |
| 7 | CSCO | Cisco Systems Inc | +0.9% | +438.39% | 加碼 |
| 8 | LRCXEUR | Lam Research CORP | +0.7% | +1267.06% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.6% | +50.04% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.6% | +68.71% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.6% | +126.04% | 加碼 |
| 12 | DLTR | Dollar Tree Inc | +0.5% | NEW | 新建倉 |
| 13 | GS | Goldman Sachs Group Inc | +0.5% | +249.50% | 加碼 |
| 14 | HON | Honeywell International Inc | +0.4% | +184.75% | 加碼 |
| 15 | XLY | Ss Consumer Disc Select Sect | +0.4% | +495.94% | 加碼 |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.4% | +383.67% | 加碼 |
| 17 | MCD | Mcdonald's CORP | +0.4% | +1542.05% | 加碼 |
| 18 | PGR | Progressive CORP | +0.4% | +702.11% | 加碼 |
| 19 | TXN | Texas Instruments Inc | +0.4% | +152364.21% | 加碼 |
| 20 | QCOM | Qualcomm Inc | +0.4% | +109.86% | 加碼 |
| 21 | INTC | Intel CORP | +0.4% | +184.85% | 加碼 |
| 22 | GPN | Global Payments Inc | +0.4% | +830.18% | 加碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.3% | +121.54% | 加碼 |
| 24 | COP | Conocophillips | +0.3% | +239.12% | 加碼 |
| 25 | ORCL | Oracle CORP | +0.3% | +88.53% | 加碼 |
| 26 | BKNG | Booking Holdings Inc | +0.3% | NEW | 新建倉 |
| 27 | GLW | Corning Inc | +0.3% | +2405.16% | 加碼 |
| 28 | IBM | Intl Business Machines CORP | +0.3% | NEW | 新建倉 |
| 29 | FXI | Ishares China Large-cap ETF | +0.3% | +6223.91% | 加碼 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +127.56% | 加碼 |
| 31 | SBUX | Starbucks CORP | +0.2% | +210.08% | 加碼 |
| 32 | LLY | Eli Lilly & Co | +0.2% | +40.32% | 加碼 |
| 33 | PXDEUR | Pioneer Natural Resources Co | +0.2% | +92.71% | 加碼 |
| 34 | AMD | Advanced Micro Devices | +0.1% | +22.73% | 加碼 |
| 35 | ET | Energy Transfer LP | 0% | +19.97% | 加碼 |
| 36 | PAYX | Paychex Inc | -0.4% | EXIT | 清倉 |
| 37 | AMGN | Amgen Inc | -0.4% | -61.21% | 減碼 |
| 38 | XRAY | Dentsply Sirona Inc | -0.4% | -93.61% | 減碼 |
| 39 | MTCH | Match Group Inc | -0.4% | -90.12% | 減碼 |
| 40 | SPLKCHF | Splunk Inc | -0.5% | EXIT | 清倉 |
| 41 | WFC | Wells Fargo & Co | -0.5% | -84.34% | 減碼 |
| 42 | MS | Morgan Stanley | -0.5% | -89.23% | 減碼 |
| 43 | CI | THE Cigna Group | -0.5% | -98.58% | 減碼 |
| 44 | PG | Procter & Gamble Co/the | -0.6% | -87.05% | 減碼 |
| 45 | GOOG | Alphabet Inc-cl C | -0.6% | -32.39% | 減碼 |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.7% | -99.21% | 減碼 |
| 47 | PLD | Prologis Inc | -0.8% | -77.77% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.9% | -22.60% | 減碼 |
| 49 | TSLA | Tesla Inc | -1.1% | +6.83% | 加碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -5.2% | -51.80% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Natixis 在 Q1 2024 季度的美股持倉總市值約為 US$248.4億，共申報了 981 個公開持股部位。
在 Q1 2024 季度，Natixis 按市值排列的前三大核心持股分別為：NVDA (12.3%)、MSFT (9.1%)、AAPL (4.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 12.3% 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
IWM
市值: US$4.4億
本季最大獲利了結 / 清倉標的
SPLKCHF
前期市值: US$7176.9萬
在 Q1 2024 季度中，Natixis 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 32 個部位、減碼 12 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IWM。 本季清倉部位包含 SPLKCHF。
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。