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
2799 檔
15.3%
在 Q3 2024 的 13F 官方備案中，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 管理的美股投資組合規模來到 US$5500.9億，整體持股檔數為 2799 檔。
Q3 2024 數據顯示 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 積極進場，新開立 6 個部位並同步加碼 151 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AAPL）累計市值佔比達 15.3%，是驅動 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
TEL
市值: US$3.0億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$3.4億
僅顯示前 200 大持股（共 2799 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 | 6.03% | -0.54% | +4.05% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.63% | -0.14% | +3.75% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.48% | -0.10% | +1.94% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.77% | -0.17% | +3.55% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.72% | -0.20% | -7.74% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.72% | +0.20% | -10.76% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 1.64% | -0.04% | +13.75% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.50% | +0.25% | +975.42% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.43% | +0.03% | +10.30% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.39% | +0.22% | +2.65% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.95% | +0.07% | -0.44% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 0.84% | -0.07% | +5.38% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 0.82% | +1.04% | +8.74% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | +0.11% | +1.08% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.02% | +2.05% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.80% | -0.09% | +1.03% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.07% | -0.59% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | -0.08% | +2.35% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.15% | -7.97% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 0.63% | -0.06% | +3.05% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.09% | +3.13% | |
| 22 | UBS | UBS Group AG | 股票-金融 | 0.60% | — | -14.93% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 0.59% | -0.01% | +4.58% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.57% | -0.11% | -5.00% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | -0.03% | -2.73% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.52% | -0.05% | +1.77% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.52% | +0.01% | +6.08% | |
| 28 | NFLX | Netflix Inc | 股票-通訊服務 | 0.51% | -0.28% | +0.90% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.06% | +6.41% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.50% | -0.24% | +378.92% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.48% | -0.14% | +0.99% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.48% | -0.07% | -0.90% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.25% | -1.99% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.46% | +0.53% | +3.73% | |
| 35 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.46% | -0.06% | +1374.30% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.29% | -13.59% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | +0.01% | -2.97% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.41% | +0.10% | +1.63% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.02% | +10.94% | |
| 40 | LIN | Linde plc | 股票-原物料 | 0.40% | -0.36% | +372.83% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.40% | -0.06% | -0.12% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.37% | — | +6.33% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.37% | -0.12% | +3.95% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.37% | +0.02% | +6.34% | |
| 45 | CAT | Caterpillar Inc | 股票-工業 | 0.36% | +0.13% | +1.81% | |
| 46 | DHR | Danaher CORP | 股票-醫療保健 | 0.36% | -0.04% | +3.00% | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.36% | -0.05% | +1.06% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.35% | -0.14% | -2.53% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.35% | +0.69% | +28.21% | |
| 50 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.34% | -0.02% | +0.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | +0.4% | +1374.30% | 加碼 |
| 2 | TSLA | Tesla Inc | +0.4% | +13.75% | 加碼 |
| 3 | ACN | Accenture plc | +0.4% | +378.92% | 加碼 |
| 4 | LIN | Linde plc | +0.3% | +372.83% | 加碼 |
| 5 | PLD | Prologis Inc | +0.3% | +534.68% | 加碼 |
| 6 | WELL | Welltower Inc | +0.2% | +638.01% | 加碼 |
| 7 | EQIX | Equinix Inc | +0.2% | +302.72% | 加碼 |
| 8 | DLR | Digital Realty Trust Inc | +0.2% | +501.70% | 加碼 |
| 9 | NTES | Netease Inc-adr | +0.2% | +13747.95% | 加碼 |
| 10 | MDT | Medtronic plc | +0.1% | +436.69% | 加碼 |
| 11 | ETN | Eaton Corporation plc | +0.1% | +253.15% | 加碼 |
| 12 | PSA | Public Storage | +0.1% | +732.88% | 加碼 |
| 13 | SPG | Simon Property Group Inc | +0.1% | +617.48% | 加碼 |
| 14 | O | Realty Income CORP | +0.1% | +765.15% | 加碼 |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +3180.13% | 加碼 |
| 16 | NXPI | NXP Semiconductors N.V. | +0.1% | +387.44% | 加碼 |
| 17 | CRH | CRH plc | +0.1% | +515.69% | 加碼 |
| 18 | CCI | Crown Castle Inc | +0.1% | +433.82% | 加碼 |
| 19 | HD | Home Depot Inc | +0.1% | +5.38% | 加碼 |
| 20 | APTV | Aptiv PLC | +0.1% | +1390.61% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +514.93% | 加碼 |
| 22 | AVB | Avalonbay Communities Inc | +0.1% | +678.94% | 加碼 |
| 23 | IRM | Iron Mountain Inc | +0.1% | +537.00% | 加碼 |
| 24 | EXR | Extra Space Storage Inc | +0.1% | +724.10% | 加碼 |
| 25 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +799.18% | 加碼 |
| 27 | AON | Aon plc | +0.1% | +334.92% | 加碼 |
| 28 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 29 | EQR | Equity Residential | +0.1% | +806.37% | 加碼 |
| 30 | VICI | Vici Properties Inc | +0.1% | +599.28% | 加碼 |
| 31 | ORCL | Oracle CORP | +0.1% | +6.41% | 加碼 |
| 32 | BMY | Bristol-myers Squibb Co | +0.1% | +18.68% | 加碼 |
| 33 | ACGL | Arch Capital Group Ltd. | +0.1% | +245.12% | 加碼 |
| 34 | AAPL | Apple Inc | +0.1% | +1.94% | 加碼 |
| 35 | AVGO | Broadcom Inc | +0.1% | +975.42% | 加碼 |
| 36 | ABBV | Abbvie Inc | +0.1% | +6.08% | 加碼 |
| 37 | PGR | Progressive CORP | +0.1% | +6.98% | 加碼 |
| 38 | VTR | Ventas Inc | +0.1% | +862.73% | 加碼 |
| 39 | GEV | GE Vernova Inc | +0.1% | +34.10% | 加碼 |
| 40 | BAP | Credicorp Ltd. | +0.1% | +782.66% | 加碼 |
| 41 | HDB | Hdfc Bank Ltd-adr | +0.1% | +2092.84% | 加碼 |
| 42 | CX | Cemex Sab-spons Adr Part Cer | +0.1% | NEW | 新建倉 |
| 43 | INDA | Ishares Msci India ETF | +0.1% | NEW | 新建倉 |
| 44 | SUI | Sun Communities Inc | +0.1% | +1061.38% | 加碼 |
| 45 | NOW | Servicenow Inc | 0% | +4.58% | 加碼 |
| 46 | IBM | Intl Business Machines CORP | 0% | -2.97% | 減碼 |
| 47 | GE | General Electric | 0% | +6.73% | 加碼 |
| 48 | WTW | Willis Towers Watson Public Limited Company | 0% | +277.83% | 加碼 |
| 49 | ESS | Essex Property Trust Inc | 0% | +732.90% | 加碼 |
| 50 | SBAC | Sba Communications CORP | 0% | +377.60% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 在 Q3 2024 季度的美股持倉總市值約為 US$5500.9億，共申報了 2799 個公開持股部位。
在 Q3 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 (6.0%)、NVDA (5.6%)、AAPL (5.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 的權重。
在 Q3 2024 季度中，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 共進行了 200 項持倉異動，包含新建倉 6 個部位、加碼 151 個部位、減碼 40 個部位以及清倉 3 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。
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。
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。