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
2654 檔
18.7%
截至 Q4 2024 季度末，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 的美股持倉估值約為 US$5500.9億，全數申報部位共有 2654 檔。
觀察 Q4 2024 的申報異動，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 採取了強勁的買進策略，建倉與加碼動作（合計 146 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 18.7%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2654 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 | NVDA | Nvidia CORP | 股票-科技 | 6.29% | -0.14% | +11.36% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.11% | -0.10% | +14.35% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.89% | -0.54% | +9.84% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.38% | -0.17% | +14.08% | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 2.31% | -0.04% | +0.65% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.86% | +0.25% | +1.72% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.74% | +0.20% | -2.64% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.64% | -0.20% | +2.39% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.51% | +0.03% | +2.31% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.28% | +0.22% | +15.85% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.01% | +0.07% | +36.57% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | +0.11% | +14.86% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.02% | +16.34% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 0.86% | -0.09% | +11.49% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 0.77% | -0.07% | +5.50% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | -0.08% | +6.80% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.11% | +7.48% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.07% | +1.46% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 0.66% | -0.01% | +3.42% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | -0.09% | +15.84% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.60% | +1.04% | +9.91% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.56% | -0.28% | -3.51% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 0.55% | -0.06% | +12.66% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 0.55% | -0.14% | +11.36% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.06% | +20.48% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | -0.15% | -6.83% | |
| 27 | UBS | UBS Group AG | 股票-金融 | 0.52% | — | -2.93% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.25% | +7.79% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.50% | -0.05% | +21.35% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.50% | +0.01% | +18.50% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.50% | -0.24% | +9.93% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | -0.02% | +12.73% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.45% | -0.12% | +33.52% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.44% | -0.06% | +21.78% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.42% | -0.03% | -0.88% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | +0.01% | +9.78% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.40% | -0.07% | +3.82% | |
| 38 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.36% | -0.06% | +13.31% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 0.36% | -0.05% | +13.19% | |
| 40 | TXN | Texas Instruments Inc | 股票-科技 | 0.35% | +0.10% | +3.71% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.02% | +17.04% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.35% | -0.02% | +8.86% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.34% | -0.08% | +12.75% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.34% | -0.14% | +11.16% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | -0.29% | -6.64% | |
| 46 | PGR | Progressive CORP | 股票-金融 | 0.33% | +0.01% | +18.07% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.33% | +0.13% | +8.63% | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.33% | +0.53% | -1.33% | |
| 49 | LIN | Linde plc | 股票-原物料 | 0.33% | -0.36% | +2.20% | |
| 50 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.33% | — | -5.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.7% | +0.65% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.7% | +11.36% | 加碼 |
| 3 | AAPL | Apple Inc | +0.6% | +14.35% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.6% | +14.08% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.4% | +1.72% | 加碼 |
| 6 | BLK | Blackrock Inc | +0.3% | NEW | 新建倉 |
| 7 | LRCX | Lam Research CORP | +0.2% | NEW | 新建倉 |
| 8 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +16.34% | 加碼 |
| 10 | V | Visa Inc-class A Shares | +0.2% | +14.86% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.1% | +7.48% | 加碼 |
| 12 | DIS | Walt Disney Co/the | +0.1% | +21.78% | 加碼 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.38% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +2.31% | 加碼 |
| 15 | INTU | Intuit Inc | +0.1% | +33.52% | 加碼 |
| 16 | APTV | Aptiv PLC | +0.1% | NEW | 新建倉 |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +36.57% | 加碼 |
| 18 | NOW | Servicenow Inc | +0.1% | +3.42% | 加碼 |
| 19 | WMT | Walmart Inc | +0.1% | +11.36% | 加碼 |
| 20 | SPOT | Spotify Technology S.A. | +0.1% | +311.70% | 加碼 |
| 21 | MA | Mastercard Inc - A | +0.1% | +11.49% | 加碼 |
| 22 | MRVL | Marvell Technology Inc | +0.1% | +1.04% | 加碼 |
| 23 | NFLX | Netflix Inc | +0.1% | -3.51% | 減碼 |
| 24 | BAC | Bank Of America CORP | +0.1% | +12.73% | 加碼 |
| 25 | T | At&t Inc | +0.1% | +31.77% | 加碼 |
| 26 | SCHW | Schwab (charles) CORP | +0.1% | +27.47% | 加碼 |
| 27 | AGCO | Agco CORP | +0.1% | +534.72% | 加碼 |
| 28 | APP | Applovin Corp-class A | +0.1% | +3.91% | 加碼 |
| 29 | EXE | Expand Energy CORP | +0.1% | +425.20% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | 0% | +7.79% | 加碼 |
| 31 | ORCL | Oracle CORP | 0% | +20.48% | 加碼 |
| 32 | GS | Goldman Sachs Group Inc | 0% | +15.00% | 加碼 |
| 33 | MS | Morgan Stanley | 0% | +8.94% | 加碼 |
| 34 | BMY | Bristol-myers Squibb Co | 0% | +16.76% | 加碼 |
| 35 | ADSK | Autodesk Inc | 0% | +27.99% | 加碼 |
| 36 | C | Citigroup Inc | 0% | +16.77% | 加碼 |
| 37 | COF | Capital One Financial CORP | 0% | +31.14% | 加碼 |
| 38 | DASH | Doordash Inc - A | 0% | +46.65% | 加碼 |
| 39 | ARE | Alexandria Real Estate Equit | 0% | +1038.42% | 加碼 |
| 40 | CDNS | Cadence Design Sys Inc | 0% | +10.72% | 加碼 |
| 41 | AXP | American Express Co | 0% | +8.86% | 加碼 |
| 42 | GILD | Gilead Sciences Inc | 0% | +15.11% | 加碼 |
| 43 | UNP | Union Pacific CORP | 0% | +35.24% | 加碼 |
| 44 | WFC | Wells Fargo & Co | 0% | -3.51% | 減碼 |
| 45 | ADP | Automatic Data Processing | 0% | +16.44% | 加碼 |
| 46 | BSX | Boston Scientific CORP | 0% | +18.72% | 加碼 |
| 47 | BX | Blackstone Inc | 0% | +19.76% | 加碼 |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 0% | +15.63% | 加碼 |
| 49 | PH | Parker Hannifin CORP | 0% | +44.28% | 加碼 |
| 50 | FHN | First Horizon CORP | 0% | +496.33% | 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 Q4 2024 季度的美股持倉總市值約為 US$5500.9億，共申報了 2654 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
BLK
市值: US$11.2億
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$8.8億
在 Q4 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：NVDA (6.3%)、AAPL (6.1%)、MSFT (5.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.3% 的權重。
在 Q4 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 5 個部位、加碼 141 個部位、減碼 47 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 ANETEUR。
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。