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: 0001587381
申報總市值
US$253.5億
US$253.5億
535 檔
10.2%
在 Q3 2024 的 13F 官方備案中，USS Investment Management Ltd 管理的美股投資組合規模來到 US$253.5億，整體持股檔數為 535 檔。
觀察 Q3 2024 的資金脈絡，USS Investment Management Ltd 在獲利結算 2 檔個股的同時，將資本重新部署至 7 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，USS Investment Management Ltd 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合計佔整體申報市值的 10.2%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
FERG
市值: US$2.2億
本季最大獲利了結 / 清倉標的
FERG
前期市值: US$2.1億
僅顯示前 200 大持股（共 535 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 | 6.20% | -0.22% | -0.67% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.55% | +0.06% | -3.68% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.88% | +0.17% | -1.85% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 2.19% | +0.09% | -0.24% | |
| 5 | HD | Home Depot Inc | 股票-循環性消費 | 2.08% | -0.31% | -0.12% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.02% | +0.07% | -0.51% | |
| 7 | ACN | Accenture plc | 股票-科技 | 2.00% | -0.04% | +0.66% | |
| 8 | SPGI | S&p Global Inc | 股票-金融 | 1.91% | -0.05% | -6.24% | |
| 9 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.77% | -0.08% | +0.00% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.70% | -0.07% | -0.99% | |
| 11 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.70% | -0.26% | -0.12% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.65% | -0.01% | -0.11% | |
| 13 | AON | Aon plc | 股票-金融 | 1.64% | -0.01% | -0.11% | |
| 14 | VRSK | Verisk Analytics Inc | 股票-工業 | 1.60% | -0.06% | -7.49% | |
| 15 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.59% | -0.04% | — | |
| 16 | YUM | Yum! Brands Inc | 股票-循環性消費 | 1.55% | -0.09% | +0.12% | |
| 17 | FAST | Fastenal Co | 股票-工業 | 1.51% | -0.04% | +0.01% | |
| 18 | MDT | Medtronic plc | 股票-醫療保健 | 1.50% | -0.11% | +0.00% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.43% | -0.03% | -5.33% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.15% | +0.15% | -0.59% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | +0.12% | +872.50% | |
| 22 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 1.06% | +0.01% | +3931.16% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.04% | +0.11% | -1.38% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.00% | +0.13% | +2.53% | |
| 25 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.98% | -0.01% | -23.41% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.88% | -0.02% | -16.82% | |
| 27 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.77% | -0.27% | +15.75% | |
| 28 | ICE | Intercontinental Exchange In | 股票-金融 | 0.77% | -0.17% | +466.17% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.01% | -2.43% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | +0.02% | -0.36% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.58% | -0.02% | -2.04% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | +0.02% | — | |
| 33 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.56% | — | — | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | -0.04% | — | |
| 35 | MCHI | Ishares Msci China ETF | ETF-新興市場 | 0.53% | -0.10% | EXIT | |
| 36 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.52% | -0.03% | +0.01% | |
| 37 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.48% | -0.13% | +14.86% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.48% | -0.07% | +1.65% | |
| 39 | PFE | Pfizer Inc | 股票-醫療保健 | 0.43% | -0.03% | — | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | +0.34% | +0.08% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.40% | — | +0.96% | |
| 42 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.40% | -0.05% | -18.11% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.39% | -0.01% | -2.33% | |
| 44 | EWM | Ishares Msci Malaysia ETF | ETF-其他 | 0.39% | -0.02% | — | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.36% | -0.04% | +0.05% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.36% | +0.08% | -1.84% | |
| 47 | NFLX | Netflix Inc | 股票-通訊服務 | 0.35% | -0.09% | -4.74% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.35% | — | -1.20% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.35% | -0.01% | -0.03% | |
| 50 | SMCIUSD | Super Micro Computer Inc | 股票-其他 | 0.35% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FERG | Ferguson Enterprises Inc | +1.6% | NEW | 新建倉 |
| 2 | ICLR | ICON Public Limited Company | +1% | +3931.16% | 加碼 |
| 3 | ICE | Intercontinental Exchange In | +0.6% | +466.17% | 加碼 |
| 4 | MCHI | Ishares Msci China ETF | +0.5% | +533.26% | 加碼 |
| 5 | SMCIUSD | Super Micro Computer Inc | +0.4% | NEW | 新建倉 |
| 6 | YUMC | Yum China Holdings Inc | +0.3% | +961.37% | 加碼 |
| 7 | HD | Home Depot Inc | +0.2% | -0.12% | 減碼 |
| 8 | MMYT | MakeMyTrip Limited | +0.2% | NEW | 新建倉 |
| 9 | ACN | Accenture plc | +0.1% | +0.66% | 加碼 |
| 10 | AON | Aon plc | +0.1% | -0.11% | 減碼 |
| 11 | EWY | Ishares Msci South Korea ETF | +0.1% | NEW | 新建倉 |
| 12 | NU | Nu Holdings Ltd. | +0.1% | +47.23% | 加碼 |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | -0.51% | 減碼 |
| 14 | SLB | Slb LTD | +0.1% | NEW | 新建倉 |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.1% | NEW | 新建倉 |
| 16 | EOG | Eog Resources Inc | +0.1% | NEW | 新建倉 |
| 17 | MDT | Medtronic plc | +0.1% | +0.00% | 加碼 |
| 18 | MPWR | Monolithic Power Systems Inc | +0.1% | +266.50% | 加碼 |
| 19 | FAST | Fastenal Co | +0.1% | +0.01% | 加碼 |
| 20 | GFI | Gold Fields Ltd-spons Adr | +0.1% | +29.87% | 加碼 |
| 21 | GE | General Electric | +0.1% | +19.35% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -0.99% | 減碼 |
| 23 | WMT | Walmart Inc | +0.1% | +1.65% | 加碼 |
| 24 | CAT | Caterpillar Inc | +0.1% | +15.78% | 加碼 |
| 25 | GLOB | Globant S.A. | +0.1% | +23.82% | 加碼 |
| 26 | EWM | Ishares Msci Malaysia ETF | 0% | — | 不變 |
| 27 | JNJ | Johnson & Johnson | 0% | -0.11% | 減碼 |
| 28 | ABBV | Abbvie Inc | 0% | -0.36% | 減碼 |
| 29 | PDD | Pdd Holdings Inc | 0% | +14.86% | 加碼 |
| 30 | MCD | Mcdonald's CORP | 0% | +0.05% | 加碼 |
| 31 | ORCL | Oracle CORP | 0% | -2.33% | 減碼 |
| 32 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 33 | SPGI | S&p Global Inc | 0% | -6.24% | 減碼 |
| 34 | OTIS | Otis Worldwide CORP | 0% | +0.00% | 加碼 |
| 35 | YUM | Yum! Brands Inc | -0.1% | +0.12% | 加碼 |
| 36 | VALE | Vale Sa-sp Adr | -0.1% | -38.40% | 減碼 |
| 37 | LRCXEUR | Lam Research CORP | -0.1% | -6.78% | 減碼 |
| 38 | AMAT | Applied Materials Inc | -0.1% | -4.75% | 減碼 |
| 39 | V | Visa Inc-class A Shares | -0.1% | -0.24% | 減碼 |
| 40 | QCOM | Qualcomm Inc | -0.1% | -4.00% | 減碼 |
| 41 | AAPL | Apple Inc | -0.1% | -3.68% | 減碼 |
| 42 | TEL | TE Connectivity plc | -0.1% | EXIT | 清倉 |
| 43 | GOOG | Alphabet Inc-cl C | -0.2% | +2.53% | 加碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.59% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.3% | -16.82% | 減碼 |
| 46 | VRSK | Verisk Analytics Inc | -0.3% | -7.49% | 減碼 |
| 47 | CL | Colgate-palmolive Co | -0.3% | -23.41% | 減碼 |
| 48 | NVDA | Nvidia CORP | -0.5% | -1.85% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.9% | -0.67% | 減碼 |
| 50 | FERG | Ferguson Enterprises Inc. | -1.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，USS Investment Management Ltd 在 Q3 2024 季度的美股持倉總市值約為 US$253.5億，共申報了 535 個公開持股部位。
在 Q3 2024 季度，USS Investment Management Ltd 按市值排列的前三大核心持股分別為：MSFT (6.2%)、AAPL (4.5%)、NVDA (3.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.2% 的權重。
在 Q3 2024 季度中，USS Investment Management Ltd 共進行了 48 項持倉異動，包含新建倉 7 個部位、加碼 19 個部位、減碼 20 個部位以及清倉 2 個部位。 其中最大新建倉標的為 FERG。 本季清倉部位包含 FERG。
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。