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: 0000854157
申報總市值
US$495.5億
US$495.5億
2279 檔
15.3%
State Of Wisconsin Investment Board 在 Q3 2024 季度的美股部位總計估值為 US$495.5億，分散於 2279 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2024 數據顯示 State Of Wisconsin Investment Board 積極進場，新開立 11 個部位並同步加碼 126 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，State Of Wisconsin Investment Board 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 15.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 2279 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 | 5.23% | -0.02% | +2.48% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | -0.38% | -3.81% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.61% | -0.22% | -2.48% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.64% | +0.02% | +5.54% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.91% | +0.18% | +3.10% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.89% | -0.20% | +4.91% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.23% | +0.51% | -8.63% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | +0.10% | +976.75% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.11% | -0.02% | +7.61% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.09% | +0.13% | +3.53% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.04% | +3.69% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | -0.05% | +3.81% | |
| 13 | HAPI | Harbor Human Capital Factor | ETF-其他 | 0.86% | -0.02% | — | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.82% | +0.11% | +5.23% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.27% | +7.29% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.01% | -14.35% | |
| 17 | FOX | Fox CORP - Class B | 股票-通訊服務 | 0.63% | -0.20% | +3.12% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | -0.07% | +4.78% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.04% | +3.24% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.02% | +6.39% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.59% | -0.10% | +4.36% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.59% | -0.06% | — | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.06% | +6.23% | |
| 24 | HEI-A | Heico Corp-class A | 股票-其他 | 0.57% | +0.41% | +14.09% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.54% | -0.14% | +4.36% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.52% | +0.01% | +4.81% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.47% | -0.19% | -8.94% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.45% | -0.04% | +9.85% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.45% | -0.04% | -29.84% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | +0.01% | +2.69% | |
| 31 | LIN | Linde plc | 股票-原物料 | 0.41% | -0.03% | -18.59% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.04% | +6.45% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | +0.61% | -0.65% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.40% | -0.07% | +5.58% | |
| 35 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.38% | — | — | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.38% | -0.16% | -8.53% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.37% | -0.06% | +6.07% | |
| 38 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.36% | -0.03% | -25.54% | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.35% | -0.03% | +2.67% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | +0.11% | +2.02% | |
| 41 | GE | General Electric | 股票-工業 | 0.34% | +0.04% | +2.15% | |
| 42 | HAPS | Harbor Human Capital Factor | ETF-其他 | 0.33% | +0.02% | — | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.32% | -0.06% | -22.74% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.32% | -0.06% | +5.55% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.30% | — | +6.03% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.30% | -0.05% | +7.33% | |
| 47 | NWSA | News CORP - Class A | 股票-通訊服務 | 0.30% | -0.05% | +15.72% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.29% | -0.02% | +13.14% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.29% | +0.04% | -6.70% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.29% | -0.04% | -0.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +2.48% | 加碼 |
| 2 | USHY | Ishares Broad Usd High Yield | +0.4% | NEW | 新建倉 |
| 3 | TSLA | Tesla Inc | +0.3% | +7.61% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +4.91% | 加碼 |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | NEW | 新建倉 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | 新建倉 |
| 7 | AVGO | Broadcom Inc | +0.1% | +976.75% | 加碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | +5.23% | 加碼 |
| 9 | HEI-A | Heico Corp-class A | +0.1% | +14.09% | 加碼 |
| 10 | FOX | Fox CORP - Class B | +0.1% | +3.12% | 加碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.81% | 加碼 |
| 12 | HD | Home Depot Inc | +0.1% | +6.39% | 加碼 |
| 13 | ZG | Zillow Group Inc - A | +0.1% | +8.43% | 加碼 |
| 14 | ARKK | Ark Innovation ETF | +0.1% | +394.58% | 加碼 |
| 15 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 16 | WMT | Walmart Inc | +0.1% | +4.36% | 加碼 |
| 17 | ORCL | Oracle CORP | +0.1% | +6.45% | 加碼 |
| 18 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | NEW | 新建倉 |
| 19 | OIH | Vaneck Oil Services ETF | +0.1% | NEW | 新建倉 |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +6.03% | 加碼 |
| 21 | MA | Mastercard Inc - A | +0.1% | +4.78% | 加碼 |
| 22 | ABBV | Abbvie Inc | +0.1% | +4.81% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +6.23% | 加碼 |
| 24 | PM | Philip Morris International | +0.1% | +13.14% | 加碼 |
| 25 | SPGI | S&p Global Inc | +0.1% | +14.87% | 加碼 |
| 26 | FLUT | Flutter Entertainment plc | +0.1% | NEW | 新建倉 |
| 27 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 28 | MCD | Mcdonald's CORP | +0.1% | +5.55% | 加碼 |
| 29 | XRT | Ss Spdr S&p Retail ETF | +0.1% | +46.32% | 加碼 |
| 30 | NOW | Servicenow Inc | +0.1% | +11.21% | 加碼 |
| 31 | PLTR | Palantir Technologies Inc-a | +0.1% | +29.91% | 加碼 |
| 32 | GE | General Electric | +0.1% | +2.15% | 加碼 |
| 33 | CAT | Caterpillar Inc | +0.1% | +6.56% | 加碼 |
| 34 | NEE | Nextera Energy Inc | +0.1% | +5.89% | 加碼 |
| 35 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建倉 |
| 36 | ISRG | Intuitive Surgical Inc | 0% | +11.69% | 加碼 |
| 37 | ABT | Abbott Laboratories | 0% | +7.33% | 加碼 |
| 38 | LMT | Lockheed Martin CORP | 0% | +4.53% | 加碼 |
| 39 | LOW | Lowe's Cos Inc | 0% | +0.72% | 加碼 |
| 40 | JETS | US Global Jets ETF | 0% | +125.10% | 加碼 |
| 41 | FXI | Ishares China Large-cap ETF | 0% | +646.63% | 加碼 |
| 42 | XOM | Exxon Mobil CORP | 0% | +7.29% | 加碼 |
| 43 | CSCO | Cisco Systems Inc | 0% | +2.02% | 加碼 |
| 44 | RTX | Rtx CORP | 0% | -0.29% | 減碼 |
| 45 | PGR | Progressive CORP | 0% | -1.22% | 減碼 |
| 46 | BX | Blackstone Inc | 0% | +5.35% | 加碼 |
| 47 | FTNT | Fortinet Inc | 0% | +30.40% | 加碼 |
| 48 | UBER | Uber Technologies Inc | 0% | +15.97% | 加碼 |
| 49 | DHI | Dr Horton Inc | 0% | +17.71% | 加碼 |
| 50 | BMY | Bristol-myers Squibb Co | 0% | +3.31% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，State Of Wisconsin Investment Board 在 Q3 2024 季度的美股持倉總市值約為 US$495.5億，共申報了 2279 個公開持股部位。
在 Q3 2024 季度，State Of Wisconsin Investment Board 按市值排列的前三大核心持股分別為：AAPL (5.2%)、MSFT (4.7%)、NVDA (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.2% 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
USHY
市值: US$1.5億
本季最大獲利了結 / 清倉標的
HYG
前期市值: US$2.6億
在 Q3 2024 季度中，State Of Wisconsin Investment Board 共進行了 197 項持倉異動，包含新建倉 11 個部位、加碼 126 個部位、減碼 48 個部位以及清倉 12 個部位。 其中最大新建倉標的為 USHY。 本季清倉部位包含 HYG。
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。