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: 0000861177
申報總市值
US$5500.9億
US$5500.9億
2520 檔
10.3%
根據最新整理的 13F 季度數據集，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 於 Q1 2024 結束時的管理資產規模為 US$5500.9億。該機構在本季度申報了 2520 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2024，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 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。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 10.3%，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 2520 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 | 6.15% | -0.54% | +0.05% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.57% | -0.10% | -0.07% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.53% | -0.14% | +2.43% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.97% | -0.17% | +1.19% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.83% | +0.20% | +2.77% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.78% | -0.20% | +2.36% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.51% | -0.03% | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.37% | +0.03% | +6.10% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.28% | +0.22% | +2.70% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.24% | +0.25% | -2.43% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.04% | -0.04% | +7.41% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.96% | +0.07% | -6.98% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 0.88% | +1.04% | +11.20% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.11% | -1.80% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.02% | -1.66% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.82% | -0.09% | -3.48% | |
| 17 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.80% | -0.02% | — | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.80% | -0.07% | -8.69% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 0.76% | -0.11% | -8.27% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | -0.07% | +3.12% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 0.75% | -0.06% | -7.34% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | -0.15% | -6.45% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.64% | -0.08% | +16.81% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.59% | -0.05% | -0.97% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | -0.09% | -14.84% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.57% | +0.01% | -1.01% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.56% | -0.07% | -4.76% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.52% | -0.03% | -0.86% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.51% | +0.69% | +16.38% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.51% | -0.06% | +6.66% | |
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 0.49% | -0.28% | -8.62% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.48% | +0.53% | -4.47% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.25% | +0.26% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.47% | +0.10% | +0.90% | |
| 35 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.46% | -0.06% | -7.42% | |
| 36 | LIN | Linde plc | 股票-原物料 | 0.46% | -0.36% | +8.82% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.44% | -0.24% | +4.87% | |
| 38 | PLD | Prologis Inc | 股票-房地產 | 0.44% | -0.03% | -8.26% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.43% | -0.06% | -2.56% | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.42% | -0.01% | -4.42% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.42% | -0.12% | +1.54% | |
| 42 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.40% | -0.06% | +0.23% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | +0.01% | +5.62% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.29% | -1.14% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | -0.02% | -4.42% | |
| 46 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.37% | -0.08% | +11.90% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.37% | +0.02% | -17.59% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.36% | — | -5.92% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.36% | -0.14% | +153.04% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.35% | +1.20% | -2.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +2.43% | 加碼 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +1.5% | NEW | 新建倉 |
| 3 | USIG | Ishares Broad Usd Investment | +0.8% | NEW | 新建倉 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +2.36% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.3% | +2.70% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.19% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.2% | +11.20% | 加碼 |
| 8 | DIS | Walt Disney Co/the | +0.1% | +6.66% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +16.81% | 加碼 |
| 10 | ISRG | Intuitive Surgical Inc | +0.1% | +27.51% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.1% | +0.05% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.12% | 加碼 |
| 13 | APO | Apollo Global Management Inc | +0.1% | +97.70% | 加碼 |
| 14 | AVGO | Broadcom Inc | +0.1% | -2.43% | 減碼 |
| 15 | MU | Micron Technology Inc | +0.1% | -2.92% | 減碼 |
| 16 | CAT | Caterpillar Inc | +0.1% | +8.95% | 加碼 |
| 17 | LRCXEUR | Lam Research CORP | +0.1% | +8.82% | 加碼 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -0.97% | 減碼 |
| 19 | LIN | Linde plc | +0.1% | +8.82% | 加碼 |
| 20 | LOW | Lowe's Cos Inc | +0.1% | +11.90% | 加碼 |
| 21 | GE | General Electric | +0.1% | +0.65% | 加碼 |
| 22 | PGR | Progressive CORP | +0.1% | +4.75% | 加碼 |
| 23 | ANETEUR | Arista Networks Inc | +0.1% | +22.50% | 加碼 |
| 24 | COO | Cooper Cos Inc/the | +0.1% | NEW | 新建倉 |
| 25 | DVN | Devon Energy CORP | +0.1% | +66.46% | 加碼 |
| 26 | SMCIUSD | Super Micro Computer Inc | +0.1% | +3.15% | 加碼 |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +6.10% | 加碼 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -1.66% | 減碼 |
| 29 | AMAT | Applied Materials Inc | 0% | -4.47% | 減碼 |
| 30 | IBM | Intl Business Machines CORP | 0% | +5.62% | 加碼 |
| 31 | ABBV | Abbvie Inc | 0% | -1.01% | 減碼 |
| 32 | CDNS | Cadence Design Sys Inc | 0% | +7.66% | 加碼 |
| 33 | SNPS | Synopsys Inc | 0% | +12.38% | 加碼 |
| 34 | KEYS | Keysight Technologies In | 0% | +42.37% | 加碼 |
| 35 | NFLX | Netflix Inc | 0% | -8.62% | 減碼 |
| 36 | ORCL | Oracle CORP | 0% | -2.56% | 減碼 |
| 37 | XOM | Exxon Mobil CORP | 0% | -1.14% | 減碼 |
| 38 | GOOGL | Alphabet Inc-cl A | — | +2.77% | 加碼 |
| 39 | MA | Mastercard Inc - A | 0% | -3.48% | 減碼 |
| 40 | COO | The Cooper Companies, Inc. | -0.1% | EXIT | 清倉 |
| 41 | CP | Canadian Pacific Kansas City | -0.1% | EXIT | 清倉 |
| 42 | BA | Boeing Co/the | -0.1% | -8.23% | 減碼 |
| 43 | SPLKCHF | Splunk Inc | -0.1% | EXIT | 清倉 |
| 44 | PLD | Prologis Inc | -0.1% | -8.26% | 減碼 |
| 45 | MCD | Mcdonald's CORP | -0.1% | -13.82% | 減碼 |
| 46 | PDD | Pdd Holdings Inc | -0.2% | -7.42% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -6.98% | 減碼 |
| 48 | ADBE | Adobe Inc | -0.3% | -7.34% | 減碼 |
| 49 | TSLA | Tesla Inc | -0.5% | +7.41% | 加碼 |
| 50 | AAPL | Apple Inc | -1.1% | -0.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 在 Q1 2024 季度的美股持倉總市值約為 US$5500.9億，共申報了 2520 個公開持股部位。
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
IEFA
市值: US$42.5億
本季最大獲利了結 / 清倉標的
SPLKCHF
前期市值: US$2.0億
在 Q1 2024 季度，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 按市值排列的前三大核心持股分別為：MSFT (6.2%)、AAPL (4.6%)、NVDA (4.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.2% 的權重。
在 Q1 2024 季度中，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 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 17 個部位以及清倉 3 個部位。 其中最大新建倉標的為 IEFA。 本季清倉部位包含 SPLKCHF。
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。