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: 0001211028
申報總市值
US$10.0億
US$10.0億
1252 檔
55.5%
根據最新整理的 13F 季度數據集，Shell Asset Management Co 於 Q1 2024 結束時的管理資產規模為 US$10.0億。該機構在本季度申報了 1252 檔美股持倉，呈現出該時期的主要投資地圖。
Shell Asset Management Co 在 Q1 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 31 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, NVDA, AAPL）占據了總市值的 55.5%，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 1252 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 | 6.70% | +0.22% | -10.95% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.56% | +1.56% | +854.98% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.71% | -0.58% | -11.67% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.95% | -0.88% | -5.80% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.22% | -0.41% | -3.33% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.01% | +0.45% | -7.63% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.70% | -0.43% | -8.72% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.48% | -0.88% | -20.26% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.39% | +0.19% | -21.44% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.33% | -0.63% | -6.02% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | +0.84% | +6.83% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | -0.66% | -8.61% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.03% | -0.41% | -7.82% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | -0.96% | -2.31% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 0.79% | +0.58% | -19.83% | |
| 16 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.75% | -0.36% | +5.80% | |
| 17 | MCO | Moody's CORP | 股票-金融 | 0.70% | -0.38% | +13.87% | |
| 18 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.67% | -0.27% | +4547.18% | |
| 19 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.67% | -0.53% | -2.78% | |
| 20 | INDA | Ishares Msci India ETF | ETF-其他 | 0.63% | — | +7.08% | |
| 21 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.61% | -0.27% | -9.63% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.22% | +6.85% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 0.61% | -0.26% | -6.58% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.60% | -0.56% | -14.76% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 0.59% | -0.07% | -7.91% | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.58% | -0.29% | -6.15% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.56% | — | -21.26% | |
| 28 | AMAT | Applied Materials Inc | 股票-科技 | 0.56% | — | -13.77% | |
| 29 | PGR | Progressive CORP | 股票-金融 | 0.54% | -0.27% | +24.20% | |
| 30 | SNEX | Stonex Group Inc | 股票-金融 | 0.54% | -0.63% | -10.62% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | — | +11.82% | |
| 32 | TDG | Transdigm Group Inc | 股票-工業 | 0.53% | -0.57% | -4.89% | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.51% | -0.15% | -13.96% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.50% | -0.28% | -6.65% | |
| 35 | UBER | Uber Technologies Inc | 股票-工業 | 0.47% | -0.15% | +226.69% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | — | +31.80% | |
| 37 | CSL | Carlisle Cos Inc | 股票-工業 | 0.46% | — | -8.67% | |
| 38 | FICO | Fair Isaac CORP | 股票-科技 | 0.46% | -0.44% | -1.89% | |
| 39 | FIS | Fidelity National Info Serv | 股票-科技 | 0.44% | -0.33% | -14.20% | |
| 40 | NEM | Newmont CORP | 股票-原物料 | 0.43% | -0.13% | +218.50% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.43% | — | -36.67% | |
| 42 | BRO | Brown & Brown Inc | 股票-金融 | 0.42% | -0.57% | -3.54% | |
| 43 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.42% | -0.27% | -16.06% | |
| 44 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.41% | — | +28.59% | |
| 45 | XYL | Xylem Inc | 股票-工業 | 0.40% | -0.25% | -3.84% | |
| 46 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.38% | — | -8.50% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.37% | — | +0.97% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.37% | — | -0.83% | |
| 49 | CLS | Celestica Inc | 股票-科技 | 0.36% | — | — | |
| 50 | FISV | Fiserv Inc | 股票-其他 | 0.36% | -0.42% | -22.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.8% | +854.98% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.6% | -5.80% | 減碼 |
| 3 | META | Meta Platforms Inc-class A | +0.6% | -3.33% | 減碼 |
| 4 | LLY | Eli Lilly & Co | +0.5% | -8.72% | 減碼 |
| 5 | AVGO | Broadcom Inc | +0.4% | +6.83% | 加碼 |
| 6 | CLS | Celestica Inc | +0.4% | NEW | 新建倉 |
| 7 | UBER | Uber Technologies Inc | +0.4% | +226.69% | 加碼 |
| 8 | KLAC | Kla CORP | +0.3% | +620.82% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | -7.63% | 減碼 |
| 10 | NEM | Newmont CORP | +0.3% | +218.50% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.3% | -10.95% | 減碼 |
| 12 | PAYO | Payoneer Global Inc | +0.3% | NEW | 新建倉 |
| 13 | COST | Costco Wholesale CORP | +0.2% | -6.02% | 減碼 |
| 14 | APH | Amphenol Corp-cl A | +0.2% | +971.62% | 加碼 |
| 15 | PGR | Progressive CORP | +0.2% | +24.20% | 加碼 |
| 16 | LRCXEUR | Lam Research CORP | +0.2% | +28.59% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +31.80% | 加碼 |
| 18 | ✓ | Bw Lpg LTD | +0.2% | NEW | 新建倉 |
| 19 | TECK | Teck Resources Ltd-cls B | +0.1% | +632.07% | 加碼 |
| 20 | CMG | Chipotle Mexican Grill Inc | +0.1% | +4547.18% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +6.85% | 加碼 |
| 22 | MCO | Moody's CORP | +0.1% | +13.87% | 加碼 |
| 23 | EQX | Equinox Gold CORP | +0.1% | +78.98% | 加碼 |
| 24 | CDNS | Cadence Design Sys Inc | +0.1% | +5.80% | 加碼 |
| 25 | INDA | Ishares Msci India ETF | +0.1% | +7.08% | 加碼 |
| 26 | AMAT | Applied Materials Inc | +0.1% | -13.77% | 減碼 |
| 27 | ISRG | Intuitive Surgical Inc | +0.1% | -6.15% | 減碼 |
| 28 | SLAB | Silicon Laboratories Inc | -0.1% | -31.07% | 減碼 |
| 29 | INGR | Ingredion Inc | -0.1% | -28.15% | 減碼 |
| 30 | CP | Canadian Pacific Kansas City | -0.1% | -69.25% | 減碼 |
| 31 | DAR | Darling Ingredients Inc | -0.1% | -14.06% | 減碼 |
| 32 | NXE | Nexgen Energy LTD | -0.1% | -93.34% | 減碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | -33.96% | 減碼 |
| 34 | SBUX | Starbucks CORP | -0.1% | -46.83% | 減碼 |
| 35 | CRM | Salesforce Inc | -0.1% | -26.96% | 減碼 |
| 36 | ABT | Abbott Laboratories | -0.2% | -14.76% | 減碼 |
| 37 | SCHW | Schwab (charles) CORP | -0.2% | -66.82% | 減碼 |
| 38 | HD | Home Depot Inc | -0.2% | -21.26% | 減碼 |
| 39 | AMT | American Tower CORP | -0.2% | -42.84% | 減碼 |
| 40 | DE | Deere & Co | -0.2% | -39.31% | 減碼 |
| 41 | U | Unity Software Inc | -0.2% | -2.88% | 減碼 |
| 42 | CLSEUR | Celestica Inc | -0.3% | EXIT | 清倉 |
| 43 | ROP | Roper Technologies Inc | -0.3% | -44.12% | 減碼 |
| 44 | AAPL | Apple Inc | -0.3% | -11.67% | 減碼 |
| 45 | ADBE | Adobe Inc | -0.3% | -36.67% | 減碼 |
| 46 | MSCI | Msci Inc | -0.3% | -88.20% | 減碼 |
| 47 | ZTS | Zoetis Inc | -0.4% | -86.52% | 減碼 |
| 48 | ADM | Archer-daniels-midland Co | -0.4% | EXIT | 清倉 |
| 49 | TSLA | Tesla Inc | -0.5% | -19.83% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.5% | -20.26% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Shell Asset Management Co 在 Q1 2024 季度的美股持倉總市值約為 US$10.0億，共申報了 1252 個公開持股部位。
在 Q1 2024 季度，Shell Asset Management Co 按市值排列的前三大核心持股分別為：MSFT (6.7%)、NVDA (6.6%)、AAPL (5.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.7% 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
CLS
市值: US$793.7萬
本季最大獲利了結 / 清倉標的
ADM
前期市值: US$913.2萬
在 Q1 2024 季度中，Shell Asset Management Co 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 16 個部位、減碼 29 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CLS。 本季清倉部位包含 ADM。
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。