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
413 檔
9.0%
在 Q1 2025 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 413 檔。
Q1 2025 數據顯示 Worldquant Millennium Advisors LLC 積極進場，新開立 89 個部位並同步加碼 71 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 AAPL, MSFT, NVDA）累計市值佔比達 9.0%，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。
本季最大新建倉標的
BSX
市值: US$2.0億
本季最大獲利了結 / 清倉標的
AON
前期市值: US$7771.2萬
僅顯示前 200 大持股（共 413 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 | 5.28% | -0.50% | +36.69% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.67% | -1.36% | -0.87% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.27% | -0.53% | -12.30% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.54% | +0.05% | -13.07% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 1.72% | -0.42% | +59.56% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.39% | -0.30% | -43.00% | |
| 7 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.28% | -0.55% | +47.11% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.20% | -0.04% | -13.83% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | +0.27% | -12.30% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.06% | +0.03% | NEW | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | -0.09% | -0.61% | |
| 12 | ADBE | Adobe Inc | 股票-科技 | 1.04% | -0.28% | +335.28% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | -0.04% | +8.19% | |
| 14 | TGT | Target CORP | 股票-循環性消費 | 1.04% | +0.23% | — | |
| 15 | LMT | Lockheed Martin CORP | 股票-工業 | 1.03% | -0.54% | +120.63% | |
| 16 | ANET | Arista Networks Inc | 股票-科技 | 1.01% | -0.20% | +98.05% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 1.01% | -0.01% | +9.77% | |
| 18 | PM | Philip Morris International | 股票-非循環性消費 | 0.98% | — | +522.83% | |
| 19 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.96% | -0.53% | +27.82% | |
| 20 | LIN | Linde plc | 股票-原物料 | 0.95% | -0.07% | +8235.87% | |
| 21 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.93% | -0.08% | EXIT | |
| 22 | FDX | Fedex CORP | 股票-工業 | 0.92% | +0.41% | +38.74% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | +0.33% | +182.61% | |
| 24 | GE | General Electric | 股票-工業 | 0.86% | +0.14% | +101.85% | |
| 25 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.84% | -0.15% | — | |
| 26 | ICE | Intercontinental Exchange In | 股票-金融 | 0.82% | +0.62% | -18.06% | |
| 27 | FTNT | Fortinet Inc | 股票-科技 | 0.80% | +0.72% | -1.70% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.80% | -0.08% | -1.61% | |
| 29 | TT | Trane Technologies plc | 股票-工業 | 0.76% | +0.17% | +10.83% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.41% | +21.47% | |
| 31 | EXE | Expand Energy CORP | 股票-能源 | 0.73% | -0.14% | +15476.23% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | -0.52% | -51.24% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.69% | -0.40% | +25.45% | |
| 34 | EQT | Eqt CORP | 股票-能源 | 0.68% | -0.26% | EXIT | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.68% | +0.04% | -10.16% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 0.67% | -0.16% | +105.63% | |
| 37 | INTU | Intuit Inc | 股票-科技 | 0.67% | +1.36% | +337.18% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.67% | — | +11.94% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.66% | +0.08% | — | |
| 40 | BX | Blackstone Inc | 股票-金融 | 0.66% | -0.56% | +3272.24% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.64% | -0.01% | +34.70% | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.62% | — | EXIT | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | -0.55% | -9.66% | |
| 44 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.61% | — | — | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.60% | +0.06% | NEW | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.59% | NEW | |
| 47 | UBER | Uber Technologies Inc | 股票-工業 | 0.59% | +0.05% | NEW | |
| 48 | WMB | Williams Cos Inc | 股票-能源 | 0.58% | -0.40% | +1001.16% | |
| 49 | MCK | Mckesson CORP | 股票-醫療保健 | 0.58% | +0.10% | -9.05% | |
| 50 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.58% | +0.22% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | -12.30% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.8% | -0.87% | 加碼 |
| 3 | MA | Mastercard Inc - A | +1.4% | +59.56% | 加碼 |
| 4 | JPM | Jpmorgan Chase & Co | +1.1% | -12.30% | 加碼 |
| 5 | LMT | Lockheed Martin CORP | +1% | +120.63% | 加碼 |
| 6 | ADBE | Adobe Inc | +0.9% | +335.28% | 加碼 |
| 7 | TGT | Target CORP | +0.8% | — | 加碼 |
| 8 | AAPL | Apple Inc | +0.8% | +36.69% | 加碼 |
| 9 | FDX | Fedex CORP | +0.7% | +38.74% | 加碼 |
| 10 | NEE | Nextera Energy Inc | +0.7% | +11.94% | 加碼 |
| 11 | ABBV | Abbvie Inc | +0.7% | +25.45% | 加碼 |
| 12 | HD | Home Depot Inc | +0.6% | +34.70% | 加碼 |
| 13 | CL | Colgate-palmolive Co | +0.6% | +27.82% | 加碼 |
| 14 | INTU | Intuit Inc | +0.6% | +337.18% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.6% | -51.24% | 加碼 |
| 16 | WMB | Williams Cos Inc | +0.5% | +1001.16% | 加碼 |
| 17 | NFLX | Netflix Inc | +0.5% | +73.55% | 加碼 |
| 18 | EIX | Edison International | +0.4% | +223.76% | 加碼 |
| 19 | UBER | Uber Technologies Inc | +0.4% | -16.26% | 加碼 |
| 20 | ENPH | Enphase Energy Inc | +0.4% | +42.94% | 加碼 |
| 21 | BRO | Brown & Brown Inc | +0.4% | +74.30% | 加碼 |
| 22 | MPWR | Monolithic Power Systems Inc | +0.3% | +3256.69% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.3% | -11.37% | 加碼 |
| 24 | COF | Capital One Financial CORP | +0.3% | +219.51% | 加碼 |
| 25 | SPG | Simon Property Group Inc | +0.3% | -36.06% | 加碼 |
| 26 | MNST | Monster Beverage CORP | +0.2% | -13.31% | 加碼 |
| 27 | PEG | Public Service Enterprise Gp | +0.2% | — | 加碼 |
| 28 | ALL | Allstate CORP | +0.2% | -2.67% | 加碼 |
| 29 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | +27.24% | 加碼 |
| 30 | MS | Morgan Stanley | +0.2% | +421.52% | 加碼 |
| 31 | TSLA | Tesla Inc | +0.2% | +9.77% | 加碼 |
| 32 | MRVL | Marvell Technology Inc | +0.2% | — | 加碼 |
| 33 | DT | Dynatrace Inc | +0.2% | -3.42% | 加碼 |
| 34 | CMG | Chipotle Mexican Grill Inc | +0.2% | +28.85% | 加碼 |
| 35 | ETR | Entergy CORP | +0.2% | — | 加碼 |
| 36 | COST | Costco Wholesale CORP | +0.2% | -77.46% | 加碼 |
| 37 | CMCSA | Comcast Corp-class A | +0.2% | +803.37% | 加碼 |
| 38 | AEP | American Electric Power | +0.2% | +12.08% | 加碼 |
| 39 | C | Citigroup Inc | +0.2% | — | 加碼 |
| 40 | UNP | Union Pacific CORP | +0.2% | +24.70% | 加碼 |
| 41 | TRV | Travelers Cos Inc/the | +0.2% | +11.59% | 加碼 |
| 42 | AME | Ametek Inc | +0.1% | +503.72% | 加碼 |
| 43 | CARR | Carrier Global CORP | +0.1% | — | 加碼 |
| 44 | DUK | Duke Energy CORP | +0.1% | +728.34% | 加碼 |
| 45 | VLO | Valero Energy CORP | +0.1% | -54.35% | 加碼 |
| 46 | ADSK | Autodesk Inc | +0.1% | — | 加碼 |
| 47 | QCOM | Qualcomm Inc | +0.1% | +24.99% | 加碼 |
| 48 | DVA | Davita Inc | +0.1% | +81.38% | 加碼 |
| 49 | ALGN | Align Technology Inc | +0.1% | +92.51% | 加碼 |
| 50 | WM | Waste Management Inc | +0.1% | -19.30% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Worldquant Millennium Advisors LLC 在 Q1 2025 季度的美股持倉總市值約為 US$291.3億，共申報了 413 個公開持股部位。
在 Q1 2025 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 (3.7%)、NVDA (3.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.3% 的權重。
在 Q1 2025 季度中，Worldquant Millennium Advisors LLC 共進行了 200 項持倉異動，包含新建倉 89 個部位、加碼 71 個部位、減碼 8 個部位以及清倉 32 個部位。 其中最大新建倉標的為 BSX。 本季清倉部位包含 AON。
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。