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: 0001086619
申報總市值
US$1411.0億
US$1411.0億
1198 檔
10.6%
根據最新整理的 13F 季度數據集，Schroder Investment Management Group 於 Q1 2024 結束時的管理資產規模為 US$1411.0億。該機構在本季度申報了 1198 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2024，Schroder Investment Management Group 操作展現出積極擴展與加碼意向。本季共新建倉 3 個新部位，並對 27 個既有持股進行加碼（合計增持 30 檔），相較減碼與清倉部位顯著佔優。
整體而言，Schroder Investment Management Group 的前 5 大持股（包含 MSFT, GOOGL, NVDA）貢獻了組合市值的 10.6%，形成該機構在 Q1 2024 季度的基本面基石。
僅顯示前 200 大持股（共 1198 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 | 5.86% | -0.54% | +0.62% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.67% | +0.22% | +2.41% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.34% | +0.28% | -0.79% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.40% | +0.05% | +6.81% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.27% | +0.11% | -2.44% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.02% | -0.35% | +8.21% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.94% | +0.21% | -3.06% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.75% | +0.15% | +2.59% | |
| 9 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.63% | -0.06% | -7.48% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.37% | +0.05% | +17.10% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.31% | +0.30% | -14.51% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | — | +2.80% | |
| 13 | ADBE | Adobe Inc | 股票-科技 | 1.13% | -0.03% | -4.87% | |
| 14 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.04% | +0.02% | +14.29% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.01% | -0.16% | +13.01% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.95% | -0.06% | +0.98% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 0.94% | -0.26% | +45.39% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 0.93% | -0.26% | +7.93% | |
| 19 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.84% | -0.07% | -1.71% | |
| 20 | INTC | Intel CORP | 股票-科技 | 0.83% | +0.15% | -12.92% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.83% | +0.61% | -22.83% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.77% | +0.04% | -1.06% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | -0.06% | +32.36% | |
| 24 | HTHT | H World Group Ltd-adr | 股票-其他 | 0.73% | +0.06% | -1.68% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | +0.15% | -7.82% | |
| 26 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.72% | — | -8.54% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.70% | +0.01% | +17.77% | |
| 28 | COP | Conocophillips | 股票-能源 | 0.69% | -0.23% | -3.14% | |
| 29 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.69% | -0.14% | +14.36% | |
| 30 | INTU | Intuit Inc | 股票-科技 | 0.67% | -0.13% | +1.25% | |
| 31 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 0.65% | -0.09% | -9.22% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | +0.01% | -0.63% | |
| 33 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 0.59% | -0.02% | +15.86% | |
| 34 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.58% | -0.15% | +47.83% | |
| 35 | EMR | Emerson Electric Co | 股票-工業 | 0.55% | -0.16% | +151.99% | |
| 36 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 0.55% | +0.07% | +187.41% | |
| 37 | PH | Parker Hannifin CORP | 股票-工業 | 0.54% | -0.07% | -0.90% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.53% | — | +15.17% | |
| 39 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.52% | — | -6.51% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | -0.04% | +14.96% | |
| 41 | TXN | Texas Instruments Inc | 股票-科技 | 0.50% | +0.10% | +9.44% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.49% | -0.02% | -19.33% | |
| 43 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.48% | -0.19% | +0.16% | |
| 44 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.48% | — | -49.22% | |
| 45 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 0.47% | -0.05% | +18.40% | |
| 46 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.46% | -0.09% | +20.85% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.45% | +0.10% | +51.42% | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.44% | +0.14% | +67.89% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.42% | -0.01% | -9.12% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | +0.05% | +0.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -0.79% | 減碼 |
| 2 | META | Meta Platforms Inc-class A | +0.5% | +8.21% | 加碼 |
| 3 | VALE | Vale Sa-sp Adr | +0.4% | NEW | 新建倉 |
| 4 | FWONK | Liberty Media Corp-formula-c | +0.4% | +187.41% | 加碼 |
| 5 | EMR | Emerson Electric Co | +0.3% | +151.99% | 加碼 |
| 6 | CRM | Salesforce Inc | +0.3% | +45.39% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +6.81% | 加碼 |
| 8 | MRK | Merck & Co. Inc. | +0.3% | +17.10% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.3% | -3.06% | 減碼 |
| 10 | SPOT | Spotify Technology S.A. | +0.3% | +47.83% | 加碼 |
| 11 | UBER | Uber Technologies Inc | +0.3% | +367.52% | 加碼 |
| 12 | FTNT | Fortinet Inc | +0.2% | NEW | 新建倉 |
| 13 | PG | Procter & Gamble Co/the | +0.2% | +32.36% | 加碼 |
| 14 | XPEV | XPeng Inc. | +0.2% | +1347.50% | 加碼 |
| 15 | SYK | Stryker CORP | +0.2% | +51.42% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.2% | +7.93% | 加碼 |
| 17 | MS | Morgan Stanley | +0.2% | +67.89% | 加碼 |
| 18 | FTV | Fortive CORP | +0.2% | +867.17% | 加碼 |
| 19 | CSX | Csx CORP | +0.2% | +440.52% | 加碼 |
| 20 | ELV | Elevance Health Inc | +0.1% | +14.29% | 加碼 |
| 21 | TCOM | Trip.com Group Ltd-adr | +0.1% | +15.86% | 加碼 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +41.18% | 加碼 |
| 23 | VT | Vanguard Tot World Stk ETF | +0.1% | +200.99% | 加碼 |
| 24 | MSFT | Microsoft CORP | +0.1% | +0.62% | 加碼 |
| 25 | TIP | Ishares Tips Bond ETF | +0.1% | NEW | 新建倉 |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +2.80% | 加碼 |
| 27 | TMO | Thermo Fisher Scientific Inc | +0.1% | +13.01% | 加碼 |
| 28 | OTIS | Otis Worldwide CORP | +0.1% | +66.15% | 加碼 |
| 29 | KO | Coca-cola Co/the | +0.1% | +17.77% | 加碼 |
| 30 | MA | Mastercard Inc - A | 0% | +0.98% | 加碼 |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | -14.51% | 減碼 |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | +2.41% | 加碼 |
| 33 | V | Visa Inc-class A Shares | 0% | +2.59% | 加碼 |
| 34 | ZTO | Zto Express Cayman Inc-adr | -0.1% | EXIT | 清倉 |
| 35 | ST | Sensata Technologies Holding plc | -0.1% | -93.03% | 減碼 |
| 36 | IYR | Ishares US Real Estate ETF | -0.2% | EXIT | 清倉 |
| 37 | AMX | America Movil Sab De Cv | -0.2% | -69.80% | 減碼 |
| 38 | MCD | Mcdonald's CORP | -0.2% | -26.07% | 減碼 |
| 39 | ✓ | Fortinet Inc | -0.2% | EXIT | 清倉 |
| 40 | ORCL | Oracle CORP | -0.2% | -62.48% | 減碼 |
| 41 | PDD | Pdd Holdings Inc | -0.2% | -26.31% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.3% | -72.39% | 減碼 |
| 43 | TSLA | Tesla Inc | -0.3% | -19.73% | 減碼 |
| 44 | INTC | Intel CORP | -0.4% | -12.92% | 減碼 |
| 45 | LULU | Lululemon Athletica Inc | -0.4% | -8.54% | 減碼 |
| 46 | ADBE | Adobe Inc | -0.4% | -4.87% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | -22.83% | 減碼 |
| 48 | HDB | Hdfc Bank Ltd-adr | -0.5% | -53.03% | 減碼 |
| 49 | ✓ | Vale S A | -0.5% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -0.6% | -2.44% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Schroder Investment Management Group 在 Q1 2024 季度的美股持倉總市值約為 US$1411.0億，共申報了 1198 個公開持股部位。
在 Q1 2024 季度，Schroder Investment Management Group 按市值排列的前三大核心持股分別為：MSFT (5.9%)、GOOGL (3.7%)、NVDA (3.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.9% 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
VALE
市值: US$3.1億
本季最大獲利了結 / 清倉標的
VALE S A
前期市值: US$4.0億
在 Q1 2024 季度中，Schroder Investment Management Group 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 27 個部位、減碼 16 個部位以及清倉 4 個部位。 其中最大新建倉標的為 VALE。 本季清倉部位包含 VALE S A。
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。