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: 0000093751
申報總市值
US$3.4兆
US$3.4兆
4296 檔
14.6%
在 Q3 2024 申報期間，State Street CORP（CIK: 0000093751）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$3.4兆，共持有 4296 個公開申報部位。
State Street CORP 於 Q3 2024 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 34 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，State Street CORP 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 14.6%，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 4296 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 | 5.54% | — | +10.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.07% | -0.43% | -3.51% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.67% | +0.01% | -3.64% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.72% | — | +3.27% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.98% | -0.21% | -1.46% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.50% | +0.28% | +0.34% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | -0.11% | +1.70% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.29% | +0.16% | +948.52% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.26% | +0.16% | -0.62% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | +0.16% | -0.07% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.19% | — | -1.98% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.08% | +0.14% | +1.25% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.04% | +0.15% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -0.41% | -2.25% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.36% | +0.55% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | -0.12% | +0.87% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.02% | +4.54% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工業 | 0.84% | -0.18% | -1.82% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.04% | -2.75% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.71% | -0.07% | +0.73% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | -0.06% | -2.50% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | -0.11% | -3.15% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.64% | +0.01% | +1.63% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 0.61% | -0.17% | -1.73% | |
| 25 | CAT | Caterpillar Inc | 股票-工業 | 0.58% | +0.24% | -0.63% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.55% | -0.04% | +1.31% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.55% | -0.08% | -2.82% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.55% | -0.11% | +1.79% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | +0.01% | +2.20% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 0.49% | -0.19% | +2.58% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.05% | +2.69% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | -0.03% | -2.79% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.75% | +2.30% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.47% | +0.04% | +0.01% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.01% | +0.32% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | -0.09% | -0.12% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.43% | -0.05% | +1.17% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | +0.17% | +1.70% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.41% | -0.03% | +0.77% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.40% | -0.08% | +5.09% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.39% | -0.09% | +1.75% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.39% | — | -0.18% | |
| 43 | AMGN | Amgen Inc | 股票-醫療保健 | 0.38% | -0.04% | +1.19% | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.38% | -0.07% | +2.61% | |
| 45 | LIN | Linde plc | 股票-原物料 | 0.37% | -0.03% | -2.20% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.36% | +0.06% | +1.72% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.36% | -0.06% | +3.12% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.35% | +0.10% | +0.95% | |
| 49 | PFE | Pfizer Inc | 股票-醫療保健 | 0.34% | -0.07% | +1.19% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.34% | -0.11% | -0.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +10.59% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.2% | -1.98% | 減碼 |
| 3 | LMT | Lockheed Martin CORP | +0.1% | -1.82% | 減碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.70% | 加碼 |
| 5 | IBM | Intl Business Machines CORP | +0.1% | +2.20% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.1% | -1.46% | 減碼 |
| 7 | UNH | Unitedhealth Group Inc | +0.1% | +1.25% | 加碼 |
| 8 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 9 | ORCL | Oracle CORP | +0.1% | +2.69% | 加碼 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | +96.39% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.1% | +948.52% | 加碼 |
| 12 | ABBV | Abbvie Inc | +0.1% | +1.63% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | -1.73% | 減碼 |
| 14 | CAT | Caterpillar Inc | +0.1% | -0.63% | 減碼 |
| 15 | NEE | Nextera Energy Inc | +0.1% | +2.61% | 加碼 |
| 16 | HD | Home Depot Inc | 0% | -2.75% | 減碼 |
| 17 | JNJ | Johnson & Johnson | 0% | +0.87% | 加碼 |
| 18 | RTX | Rtx CORP | 0% | -2.82% | 減碼 |
| 19 | MCD | Mcdonald's CORP | 0% | -0.12% | 減碼 |
| 20 | GE | General Electric | 0% | +2.12% | 加碼 |
| 21 | LOW | Lowe's Cos Inc | 0% | +1.88% | 加碼 |
| 22 | PH | Parker Hannifin CORP | 0% | +13.82% | 加碼 |
| 23 | CEG | Constellation Energy | 0% | +2.65% | 加碼 |
| 24 | MA | Mastercard Inc - A | 0% | +0.73% | 加碼 |
| 25 | ACN | Accenture plc | 0% | +1.75% | 加碼 |
| 26 | PGR | Progressive CORP | 0% | +1.29% | 加碼 |
| 27 | NOC | Northrop Grumman CORP | 0% | -1.63% | 減碼 |
| 28 | NOW | Servicenow Inc | 0% | +2.55% | 加碼 |
| 29 | PM | Philip Morris International | 0% | +0.41% | 加碼 |
| 30 | BMY | Bristol-myers Squibb Co | 0% | +1.59% | 加碼 |
| 31 | V | Visa Inc-class A Shares | 0% | +4.54% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | 0% | +1.70% | 加碼 |
| 33 | AXP | American Express Co | 0% | -0.02% | 減碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | 0% | +0.77% | 加碼 |
| 35 | ABT | Abbott Laboratories | 0% | +3.12% | 加碼 |
| 36 | CRM | Salesforce Inc | 0% | +1.79% | 加碼 |
| 37 | KO | Coca-cola Co/the | 0% | -2.79% | 減碼 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +0.15% | 加碼 |
| 39 | LRCXEUR | Lam Research CORP | -0.1% | +1.62% | 加碼 |
| 40 | INTC | Intel CORP | -0.1% | +2.81% | 加碼 |
| 41 | AMAT | Applied Materials Inc | -0.1% | +1.76% | 加碼 |
| 42 | MU | Micron Technology Inc | -0.1% | +3.07% | 加碼 |
| 43 | TEL | TE Connectivity plc | -0.1% | EXIT | 清倉 |
| 44 | QCOM | Qualcomm Inc | -0.1% | +1.72% | 加碼 |
| 45 | MRK | Merck & Co. Inc. | -0.1% | +1.31% | 加碼 |
| 46 | CVX | Chevron CORP | -0.1% | +0.55% | 加碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.2% | -0.62% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.34% | 加碼 |
| 49 | NVDA | Nvidia CORP | -0.6% | -3.64% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.8% | -3.51% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，State Street CORP 在 Q3 2024 季度的美股持倉總市值約為 US$3.4兆，共申報了 4296 個公開持股部位。
在 Q3 2024 季度，State Street CORP 按市值排列的前三大核心持股分別為：AAPL (5.5%)、MSFT (5.1%)、NVDA (4.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.5% 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
TEL
市值: US$19.4億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$18.9億
在 Q3 2024 季度中，State Street CORP 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 34 個部位、減碼 14 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TEL。 本季清倉部位包含 TEL。
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。