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: 0001745981
申報總市值
US$291.3億
US$291.3億
431 檔
8.1%
在 Q3 2024 的 13F 官方備案中，Worldquant Millennium Advisors LLC 管理的美股投資組合規模來到 US$291.3億，整體持股檔數為 431 檔。
Worldquant Millennium Advisors LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 41 檔股票的新建倉與 86 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, NVDA）累計市值佔比達 8.1%，是驅動 Worldquant Millennium Advisors LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 431 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 | 5.27% | -0.50% | +16.58% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.63% | -1.36% | +69.50% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.35% | -0.53% | +20.02% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.49% | -0.30% | +3.91% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.46% | +0.05% | -41.90% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | -0.52% | +759.12% | |
| 7 | MU | Micron Technology Inc | 股票-科技 | 1.41% | -0.22% | +254.36% | |
| 8 | GE | General Electric | 股票-工業 | 1.35% | +0.14% | -0.60% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.30% | -0.04% | +26.49% | |
| 10 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.29% | — | +51.95% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.26% | -0.04% | +44.24% | |
| 12 | UBER | Uber Technologies Inc | 股票-工業 | 1.26% | +0.05% | NEW | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.23% | -0.55% | +978.22% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | -0.41% | +75.39% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.03% | -0.31% | +77.87% | |
| 16 | CME | Cme Group Inc | 股票-金融 | 0.99% | +0.50% | +58.40% | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 0.97% | +0.14% | +177.94% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | -0.32% | +60.05% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.97% | -0.42% | -24.12% | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 0.97% | -0.01% | +22.91% | |
| 21 | TGT | Target CORP | 股票-循環性消費 | 0.95% | +0.23% | +773.09% | |
| 22 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.93% | +0.46% | — | |
| 23 | TT | Trane Technologies plc | 股票-工業 | 0.90% | +0.17% | +18.30% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.89% | -0.12% | -16.88% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.84% | -0.40% | +151.99% | |
| 26 | FTNT | Fortinet Inc | 股票-科技 | 0.83% | +0.72% | +98.90% | |
| 27 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.82% | +0.13% | +695.38% | |
| 28 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.82% | +0.08% | +146.03% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 0.80% | +0.59% | +103.97% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 0.79% | -0.17% | +4202.92% | |
| 31 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.74% | +0.02% | NEW | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | +0.15% | — | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | +0.03% | NEW | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | +0.04% | +85.94% | |
| 35 | MDT | Medtronic plc | 股票-醫療保健 | 0.68% | +0.46% | NEW | |
| 36 | NOC | Northrop Grumman CORP | 股票-工業 | 0.65% | +0.22% | +4.40% | |
| 37 | WDAY | Workday Inc-class A | 股票-科技 | 0.64% | -0.02% | +387.05% | |
| 38 | AZO | Autozone Inc | 股票-循環性消費 | 0.62% | +0.43% | — | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.61% | -0.54% | +11.69% | |
| 40 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.60% | -0.53% | +63.94% | |
| 41 | CTAS | Cintas CORP | 股票-工業 | 0.60% | +0.27% | NEW | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.60% | +0.11% | -25.44% | |
| 43 | KR | Kroger Co | 股票-非循環性消費 | 0.58% | +0.25% | +163.08% | |
| 44 | SNOW | Snowflake Inc | 股票-科技 | 0.52% | +0.06% | +13.28% | |
| 45 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.52% | -0.59% | +10.37% | |
| 46 | VLO | Valero Energy CORP | 股票-能源 | 0.51% | +0.08% | — | |
| 47 | PH | Parker Hannifin CORP | 股票-工業 | 0.51% | +0.02% | NEW | |
| 48 | JBL | Jabil Inc | 股票-科技 | 0.50% | +0.14% | NEW | |
| 49 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.49% | — | +6.99% | |
| 50 | WAB | Wabtec CORP | 股票-工業 | 0.48% | -0.01% | +23.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +69.50% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +1.1% | +978.22% | 加碼 |
| 3 | REGN | Regeneron Pharmaceuticals | +0.9% | NEW | 新建倉 |
| 4 | UBER | Uber Technologies Inc | +0.8% | +253.49% | 加碼 |
| 5 | TGT | Target CORP | +0.8% | +773.09% | 加碼 |
| 6 | MU | Micron Technology Inc | +0.8% | +254.36% | 加碼 |
| 7 | NFLX | Netflix Inc | +0.8% | +4202.92% | 加碼 |
| 8 | BAC | Bank Of America CORP | +0.7% | NEW | 新建倉 |
| 9 | EL | Estee Lauder Companies-cl A | +0.7% | +695.38% | 加碼 |
| 10 | MDT | Medtronic plc | +0.7% | +5124.52% | 加碼 |
| 11 | AZO | Autozone Inc | +0.6% | NEW | 新建倉 |
| 12 | VLO | Valero Energy CORP | +0.5% | NEW | 新建倉 |
| 13 | WDAY | Workday Inc-class A | +0.5% | +387.05% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.5% | +151.99% | 加碼 |
| 15 | QCOM | Qualcomm Inc | +0.5% | +177.94% | 加碼 |
| 16 | TJX | Tjx Companies Inc | +0.4% | +146.03% | 加碼 |
| 17 | FTNT | Fortinet Inc | +0.4% | +98.90% | 加碼 |
| 18 | COR | Cencora Inc | +0.4% | +2366.12% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.4% | NEW | 新建倉 |
| 20 | ACN | Accenture plc | +0.4% | +77.87% | 加碼 |
| 21 | F | Ford Motor Co | +0.4% | NEW | 新建倉 |
| 22 | DIS | Walt Disney Co/the | +0.4% | NEW | 新建倉 |
| 23 | ICE | Intercontinental Exchange In | +0.4% | NEW | 新建倉 |
| 24 | V | Visa Inc-class A Shares | +0.4% | +75.39% | 加碼 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | NEW | 新建倉 |
| 26 | HUM | Humana Inc | +0.4% | NEW | 新建倉 |
| 27 | A | Agilent Technologies Inc | +0.4% | NEW | 新建倉 |
| 28 | RBLX | Roblox CORP -class A | +0.4% | +663.62% | 加碼 |
| 29 | KR | Kroger Co | +0.3% | +163.08% | 加碼 |
| 30 | SYY | Sysco CORP | +0.3% | NEW | 新建倉 |
| 31 | LOW | Lowe's Cos Inc | +0.3% | +281.00% | 加碼 |
| 32 | DASH | Doordash Inc - A | +0.3% | +1358.04% | 加碼 |
| 33 | CME | Cme Group Inc | +0.3% | +58.40% | 加碼 |
| 34 | PANW | Palo Alto Networks Inc | +0.3% | +367.36% | 加碼 |
| 35 | EW | Edwards Lifesciences CORP | +0.3% | NEW | 新建倉 |
| 36 | KLAC | Kla CORP | +0.3% | +103.97% | 加碼 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +85.94% | 加碼 |
| 38 | IDXX | Idexx Laboratories Inc | +0.3% | +230.06% | 加碼 |
| 39 | COST | Costco Wholesale CORP | +0.3% | +60.05% | 加碼 |
| 40 | JPM | Jpmorgan Chase & Co | +0.2% | +152.54% | 加碼 |
| 41 | DG | Dollar General CORP | +0.2% | NEW | 新建倉 |
| 42 | CVS | Cvs Health CORP | +0.2% | NEW | 新建倉 |
| 43 | AMAT | Applied Materials Inc | +0.2% | NEW | 新建倉 |
| 44 | MO | Altria Group Inc | +0.2% | NEW | 新建倉 |
| 45 | TSLA | Tesla Inc | +0.2% | +22.91% | 加碼 |
| 46 | GD | General Dynamics CORP | +0.2% | NEW | 新建倉 |
| 47 | ANETEUR | Arista Networks Inc | +0.2% | +126.64% | 加碼 |
| 48 | CELH | Celsius Holdings Inc | +0.2% | +992.97% | 加碼 |
| 49 | RJF | Raymond James Financial Inc | +0.2% | NEW | 新建倉 |
| 50 | TRGP | Targa Resources CORP | +0.2% | +1904.79% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Worldquant Millennium Advisors LLC 在 Q3 2024 季度的美股持倉總市值約為 US$291.3億，共申報了 431 個公開持股部位。
在 Q3 2024 季度，Worldquant Millennium Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (5.3%)、MSFT (4.6%)、NVDA (4.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.3% 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
REGN
市值: US$1.3億
本季最大獲利了結 / 清倉標的
JNJ
前期市值: US$1.1億
在 Q3 2024 季度中，Worldquant Millennium Advisors LLC 共進行了 200 項持倉異動，包含新建倉 41 個部位、加碼 86 個部位、減碼 50 個部位以及清倉 23 個部位。 其中最大新建倉標的為 REGN。 本季清倉部位包含 JNJ。
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。