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
4297 檔
15.8%
Q4 2024 季度申報顯示，State Street CORP 揭露的美股組合總市值為 US$3.4兆，涵蓋 4297 個不同之權益投資部位。
在 Q4 2024，State Street CORP 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 140 個既有持股進行加碼（合計增持 145 檔），相較減碼與清倉部位顯著佔優。
整體而言，State Street CORP 的前 5 大持股（包含 AAPL, NVDA, MSFT）貢獻了組合市值的 15.8%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 4297 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 | 5.88% | -0.02% | +1.97% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.13% | -0.01% | +2.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.91% | -0.44% | +1.94% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.16% | -0.01% | +1.58% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.99% | -0.22% | +1.33% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 1.79% | -0.01% | +0.45% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.70% | +0.15% | +0.99% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.69% | +0.27% | +1.55% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.41% | +0.15% | +0.81% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | -0.11% | +1.65% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.05% | +0.96% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.05% | +0.15% | +1.36% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | -0.02% | +6.06% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | -0.41% | +0.08% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.91% | +0.14% | +0.12% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.36% | -5.92% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | -0.13% | +0.16% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.75% | -0.07% | +2.18% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.70% | -0.04% | +0.92% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工業 | 0.67% | -0.18% | -1.18% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | -0.06% | +0.44% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.66% | -0.17% | +0.03% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | -0.11% | +0.24% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.65% | -0.11% | -0.12% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 0.60% | -0.19% | +1.43% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | — | +0.70% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 0.55% | +0.04% | +0.91% | |
| 28 | CAT | Caterpillar Inc | 股票-工業 | 0.52% | +0.23% | +0.68% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.52% | -0.08% | +0.87% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | — | +2.11% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | +0.01% | -0.38% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.48% | -0.04% | +1.58% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.05% | +1.67% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.16% | +0.50% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.44% | — | +0.93% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.41% | -0.09% | +2.66% | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.40% | -0.04% | -0.00% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | -0.04% | +0.10% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.38% | -0.09% | +1.03% | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.38% | -0.03% | +0.70% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.36% | -0.05% | +1.25% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.35% | -0.08% | +0.85% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.35% | -0.02% | +1.72% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.34% | -0.06% | +0.58% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.34% | -0.04% | +0.48% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.34% | +0.75% | +1.64% | |
| 47 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.34% | -0.03% | +0.79% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.33% | -0.03% | +3.67% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.32% | +0.06% | +3.76% | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.32% | -0.06% | +1.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.6% | +0.45% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.5% | +2.34% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.4% | +1.58% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.4% | +0.99% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | +1.97% | 加碼 |
| 6 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 7 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.55% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.2% | NEW | 新建倉 |
| 10 | V | Visa Inc-class A Shares | +0.2% | +6.06% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +0.81% | 加碼 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.83% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +0.96% | 加碼 |
| 14 | NFLX | Netflix Inc | +0.1% | +1.43% | 加碼 |
| 15 | CRM | Salesforce Inc | +0.1% | -0.12% | 減碼 |
| 16 | PH | Parker Hannifin CORP | +0.1% | +58.15% | 加碼 |
| 17 | MS | Morgan Stanley | +0.1% | +0.91% | 加碼 |
| 18 | BA | Boeing Co/the | +0.1% | +22.13% | 加碼 |
| 19 | APO | Apollo Global Management Inc | +0.1% | +77.40% | 加碼 |
| 20 | WFC | Wells Fargo & Co | +0.1% | +0.10% | 加碼 |
| 21 | SHW | Sherwin-williams Co/the | +0.1% | +60.94% | 加碼 |
| 22 | WMT | Walmart Inc | +0.1% | +0.03% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +0.93% | 加碼 |
| 24 | NOW | Servicenow Inc | +0.1% | +0.70% | 加碼 |
| 25 | MA | Mastercard Inc - A | 0% | +2.18% | 加碼 |
| 26 | BAC | Bank Of America CORP | 0% | +2.11% | 加碼 |
| 27 | DIS | Walt Disney Co/the | 0% | +0.48% | 加碼 |
| 28 | BKNG | Booking Holdings Inc | 0% | +2.71% | 加碼 |
| 29 | WDAY | Workday Inc-class A | 0% | +90.59% | 加碼 |
| 30 | SPOT | Spotify Technology S.A. | 0% | +111.78% | 加碼 |
| 31 | APP | Applovin Corp-class A | 0% | +0.11% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | 0% | +0.50% | 加碼 |
| 33 | AXP | American Express Co | 0% | +1.72% | 加碼 |
| 34 | GEV | GE Vernova Inc | 0% | +3.35% | 加碼 |
| 35 | MRVL | Marvell Technology Inc | 0% | +0.74% | 加碼 |
| 36 | SCHW | Schwab (charles) CORP | 0% | +2.20% | 加碼 |
| 37 | SMCI | Super Micro Computer Inc | 0% | NEW | 新建倉 |
| 38 | C | Citigroup Inc | 0% | +2.22% | 加碼 |
| 39 | FISV | Fiserv Inc | 0% | +1.96% | 加碼 |
| 40 | BX | Blackstone Inc | 0% | +2.39% | 加碼 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 0% | +2.89% | 加碼 |
| 42 | RCL | Royal Caribbean Cruises Ltd. | 0% | +8.10% | 加碼 |
| 43 | TPL | Texas Pacific Land CORP | 0% | +55.41% | 加碼 |
| 44 | APTV | Aptiv PLC | 0% | NEW | 新建倉 |
| 45 | AXON | Axon Enterprise Inc | 0% | +0.98% | 加碼 |
| 46 | ISRG | Intuitive Surgical Inc | 0% | +1.70% | 加碼 |
| 47 | HON | Honeywell International Inc | 0% | -0.02% | 減碼 |
| 48 | KKR | Kkr & Co Inc | 0% | +2.93% | 加碼 |
| 49 | KMI | Kinder Morgan, Inc. | 0% | -2.83% | 減碼 |
| 50 | LULU | Lululemon Athletica Inc | 0% | +2.43% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，State Street CORP 在 Q4 2024 季度的美股持倉總市值約為 US$3.4兆，共申報了 4297 個公開持股部位。
在 Q4 2024 季度，State Street CORP 按市值排列的前三大核心持股分別為：AAPL (5.9%)、NVDA (5.1%)、MSFT (4.9%)。其中最大持股部位 AAPL 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
BLK
市值: US$64.6億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$56.8億
在 Q4 2024 季度中，State Street CORP 共進行了 200 項持倉異動，包含新建倉 5 個部位、加碼 140 個部位、減碼 48 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。