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Morgan Stanley

SEC CIK
0000895421
最新申報
2026/8/13

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/5/15 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
8,086
較 2024 年第 4 季 +121
總值
$1.40 兆
較 2024 年第 4 季 −$286.5 億 (−2.0%)
申報日
2025/5/15
SEC
Morgan Stanley 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock241,221,800$535.8 億3.8%+2,957,659+1.2%加碼歷史
MSFTMicrosoft CorpStock123,846,555$464.9 億3.3%−1,654,700−1.3%減碼歷史
NVDANVIDIA CorpStock344,184,079$373.0 億2.7%−5,475,606−1.6%減碼歷史
AMZNAmazon Com IncStock166,516,606$316.8 億2.3%−633,111−0.4%減碼歷史
METAMeta Platforms, Inc.Stock37,891,503$218.4 億1.6%+1,767,562+4.9%加碼歷史
GOOGLAlphabet Inc.Stock127,287,446$196.8 億1.4%+2,489,942+2.0%加碼歷史
SPYSPDR S&P 500 ETF TrustETF34,289,682$191.8 億1.4%+948,404+2.8%加碼歷史
VVisa Inc.Stock50,513,965$177.0 億1.3%−113,364−0.2%減碼歷史
JPMJPMorgan Chase & CoStock69,354,784$170.1 億1.2%+510,135+0.7%加碼歷史
iShares Core S&P 500 ETF464287200ETF26,376,526$148.2 億1.1%−1,516,002−5.4%減碼–
BRK.BBerkshire Hathaway IncStock27,791,293$148.0 億1.1%−266,523−0.9%減碼歷史
AVGOBroadcom Inc.Stock76,432,699$128.0 億0.9%+1,043,937+1.4%加碼歷史
Vanguard S&P 500 ETF922908363ETF23,942,196$123.0 億0.9%+1,134,691+5.0%加碼–
LLYEli Lilly & CoStock14,874,366$122.8 億0.9%+495,270+3.4%加碼歷史
GOOGAlphabet Inc.Stock75,731,764$118.3 億0.8%+628,439+0.8%加碼歷史
TSLATesla, Inc.Stock45,379,105$117.6 億0.8%+411,943+0.9%加碼歷史
UNHUnitedHealth Group IncStock21,364,718$111.9 億0.8%−31,480−0.1%減碼歷史
Invesco QQQ Trust Series I46090E103ETF22,009,847$103.2 億0.7%+3,213,838+17.1%加碼–
Vanguard Total Bond Market ETF921937835ETF127,280,728$93.5 億0.7%+8,661,105+7.3%加碼–
COSTCostco Wholesale CorpStock9,514,874$90.0 億0.6%−59,774−0.6%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF24,890,234$89.9 億0.6%+834,270+3.5%加碼–
XOMExxonMobil Holdings CorpCOM74,344,788$88.4 億0.6%+3,785,212+5.4%加碼歷史
MAMastercard IncStock16,118,105$88.3 億0.6%+3,2580.0%加碼歷史
PGProcter & Gamble CoStock51,222,550$87.3 億0.6%−103,729−0.2%減碼歷史
ABBVAbbVie Inc.Stock41,149,734$86.2 億0.6%+1,460,570+3.7%加碼歷史
HDHome Depot, Inc.Stock21,923,626$80.3 億0.6%−49,783−0.2%減碼歷史
NFLXNetflix IncStock8,568,180$79.9 億0.6%+147,414+1.8%加碼歷史
JNJJohnson & JohnsonStock46,030,689$76.3 億0.5%+2,121,249+4.8%加碼歷史
WMTWalmart Inc.Stock83,222,929$73.1 億0.5%+4,927,247+6.3%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF96,568,584$73.1 億0.5%−1,441,004−1.5%減碼–
iShares Russell 1000 Value ETF464287598ETF38,268,369$72.0 億0.5%−109,214−0.3%減碼–
KOCoca Cola CoStock86,036,606$61.6 億0.4%+3,567,778+4.3%加碼歷史
UBERUber Technologies, IncStock82,333,420$60.0 億0.4%+1,328,287+1.6%加碼歷史
TMOThermo Fisher Scientific Inc.Stock11,595,430$57.7 億0.4%+105,141+0.9%加碼歷史
CVXChevron CorpStock34,082,075$57.0 億0.4%−384,041−1.1%減碼歷史
Vanguard Morningstar Value ETF922908744ETF32,115,594$55.5 億0.4%+1,242,118+4.0%加碼–
MCDMcDonalds CorpStock17,564,790$54.9 億0.4%+2,071,046+13.4%加碼歷史
CRMSalesforce, Inc.Stock20,260,530$54.4 億0.4%+1,082,983+5.6%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF14,021,104$52.0 億0.4%+102,797+0.7%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT29,739,500$51.5 億0.4%+958,202+3.3%加碼–
AMGNAmgen IncStock16,234,121$50.6 億0.4%+1,674,499+11.5%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF93,018,096$50.2 億0.4%+3,688,591+4.1%加碼–
PANWPalo Alto Networks IncStock28,703,985$49.0 億0.4%−1,674,866−5.5%減碼歷史
ABTAbbott LaboratoriesStock36,136,810$47.9 億0.3%+20,040+0.1%加碼歷史
GSGoldman Sachs Group IncStock8,676,942$47.4 億0.3%+653,536+8.1%加碼歷史
iShares Russell 2000 ETF464287655ETF23,235,954$46.4 億0.3%+3,695,496+18.9%加碼–
BACBank of America CorpStock107,226,454$44.7 億0.3%−17,979,308−14.4%減碼歷史
CSCOCisco Systems, Inc.Stock72,164,986$44.5 億0.3%+30,5200.0%加碼歷史
NEENextera Energy IncStock60,466,069$42.9 億0.3%+379,039+0.6%加碼歷史
ACNAccenture plcStock13,726,010$42.8 億0.3%+636,216+4.9%加碼歷史
NOWServiceNow, Inc.Stock5,273,507$42.0 億0.3%−149,898−2.8%減碼歷史
BXBlackstone Inc.COM29,858,037$41.7 億0.3%+960,471+3.3%加碼歷史
DISWalt Disney CoStock41,647,355$41.1 億0.3%+558,929+1.4%加碼歷史
IBMInternational Business Machines CorpStock16,497,056$41.0 億0.3%+2,486,922+17.8%加碼歷史
ORCLOracle CorpStock28,962,475$40.5 億0.3%+6,399,822+28.4%加碼歷史
MELIMercadolibre IncCOM2,059,407$40.2 億0.3%−67,897−3.2%減碼歷史
SPGIS&P Global Inc.Stock7,862,108$39.9 億0.3%+1,628,069+26.1%加碼歷史
PEPPepsiCo IncStock26,118,902$39.2 億0.3%−1,083,804−4.0%減碼歷史
MRKMerck & Co., Inc.Stock43,114,452$38.7 億0.3%−1,069,247−2.4%減碼歷史
HONHoneywell International IncCOM18,266,608$38.7 億0.3%−1,286,976−6.6%減碼歷史
RTXRTX CorpStock28,747,942$38.1 億0.3%−817,409−2.8%減碼歷史
BLKBlackRock, Inc.Stock3,999,925$37.9 億0.3%−783,148−16.4%減碼歷史
SPOTSpotify Technology S.A.Stock6,769,242$37.2 億0.3%−152,672−2.2%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF13,389,185$36.8 億0.3%+559,205+4.4%加碼–
AXPAmerican Express CoStock13,284,684$35.7 億0.3%−561,869−4.1%減碼歷史
GLDSPDR Gold TrustETF12,384,172$35.7 億0.3%+1,430,838+13.1%加碼歷史
DASHDoorDash, Inc.Stock19,482,502$35.6 億0.3%−1,461,695−7.0%減碼歷史
WFCWells Fargo & CompanyStock48,794,632$35.0 億0.3%+5,265,146+12.1%加碼歷史
AONAon plcCL A8,726,304$34.8 億0.2%+342,023+4.1%加碼歷史
TMUST-Mobile US, Inc.Stock12,968,781$34.6 億0.2%−491,960−3.7%減碼歷史
ADPAutomatic Data Processing IncStock11,140,833$34.0 億0.2%+227,043+2.1%加碼歷史
PMPhilip Morris International Inc.Stock21,345,462$33.9 億0.2%−14,555−0.1%減碼歷史
LINLinde PLCStock7,199,226$33.5 億0.2%−699,965−8.9%減碼歷史
BKNGBooking Holdings Inc.Stock719,952$33.2 億0.2%+63,472+9.7%加碼歷史
VZVerizon Communications IncStock70,961,935$32.2 億0.2%+3,366,853+5.0%加碼歷史
ETNEaton Corp plcStock11,777,228$32.0 億0.2%+851,052+7.8%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR19,033,752$31.6 億0.2%+675,637+3.7%加碼歷史
TJXTJX Companies IncStock25,681,893$31.3 億0.2%−992,858−3.7%減碼歷史
PGRProgressive CorpStock11,047,368$31.3 億0.2%+2,051,148+22.8%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF31,408,091$31.1 億0.2%−1,204,307−3.7%減碼–
iShares S&P 500 Growth ETF464287309ETF32,940,255$30.6 億0.2%+309,310+0.9%加碼–
CRWDCrowdStrike Holdings, Inc.Stock8,637,609$30.5 億0.2%+1,509,857+21.2%加碼歷史
AMDAdvanced Micro Devices IncStock29,634,041$30.4 億0.2%−1,121,541−3.6%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF59,261,632$30.1 億0.2%−769,125−1.3%減碼–
ADBEAdobe Inc.Stock7,824,969$30.0 億0.2%−490,648−5.9%減碼歷史
TAT&T Inc.Stock105,782,513$29.9 億0.2%+9,044,138+9.3%加碼歷史
ICEIntercontinental Exchange, Inc.Stock17,219,424$29.7 億0.2%−32,823−0.2%減碼歷史
ISRGIntuitive Surgical IncCOM NEW5,930,218$29.4 億0.2%+112,917+1.9%加碼歷史
QCOMQualcomm IncStock18,734,639$28.8 億0.2%−612,391−3.2%減碼歷史
SHOPShopify Inc.Stock30,040,695$28.7 億0.2%+455,942+1.5%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF56,945,705$28.4 億0.2%+395,763+0.7%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF55,398,393$28.0 億0.2%+555,639+1.0%加碼–
CMECME Group Inc.COM10,562,859$28.0 億0.2%−418,507−3.8%減碼歷史
iShares Tr4642874571 3 YR TREAS BD33,619,624$27.8 億0.2%−885,651−2.6%減碼–
INTUIntuit Inc.Stock4,373,545$26.9 億0.2%−253,563−5.5%減碼歷史
SBUXStarbucks CorpStock27,023,273$26.5 億0.2%+259,919+1.0%加碼歷史
PLTRPalantir Technologies Inc.Stock31,222,346$26.4 億0.2%+2,386,262+8.3%加碼歷史
iShares S&P 500 Value ETF464287408ETF13,819,800$26.3 億0.2%+810,786+6.2%加碼–
DHRDanaher CorpStock12,356,931$25.3 億0.2%+677,632+5.8%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM43,911,513$25.1 億0.2%+2,397,056+5.8%加碼–

2024 年第 4 季之後清倉(355 檔)

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 355 檔。

Morgan Stanley 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
QGENQiagen N.V.Stock3,173,923$1.41 億<0.1%歷史
NARIInari Medical, Inc.Stock2,150,771$1.10 億<0.1%歷史
ENLCEnLink Midstream, LLCCOM UNIT REP LTD5,913,033$8,367 萬<0.1%歷史
HCPHashiCorp, Inc.COM CL A2,387,076$8,166 萬<0.1%歷史
OUTOUTFRONT Media Inc.COM3,923,195$6,960 萬<0.1%歷史
ALTRAltair Engineering Inc.COM CL A547,863$5,978 萬<0.1%歷史
ALTMArcadium Lithium plcStock10,601,397$5,439 萬<0.1%歷史
CNRCore Natural Resources, Inc.COM481,454$5,136 萬<0.1%歷史
SMARSmartsheet IncCOM CL A884,567$4,956 萬<0.1%歷史
SUMSummit Materials, Inc.CL A941,054$4,762 萬<0.1%歷史
ARCHArch Resources, Inc.CL A312,943$4,419 萬<0.1%歷史
AZPNAspen Technology, Inc.COM171,812$4,289 萬<0.1%歷史
Barnes Group Inc067806109COM680,468$3,216 萬<0.1%–
IBTXIndependent Bank Group, Inc.COM507,383$3,078 萬<0.1%歷史
ROICRetail Opportunity Investments CorpCOM1,470,522$2,553 萬<0.1%歷史
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM1,688,402$2,046 萬<0.1%歷史
MTTRMatterport, Inc.COM CL A3,797,115$1,800 萬<0.1%歷史
HTLFHeartland Financial USA IncCOM283,416$1,737 萬<0.1%歷史
MicroStrategy Inc594972AE1NOTE 2/1–$1,635 萬<0.1%–
ZUOZuora IncCOM CL A1,007,097$999.0 萬<0.1%歷史
Bloom Energy Corp093712AK3NOTE 3.000% 6/0–$891.1 萬<0.1%–
Alliant Energy Corp018802AC2NOTE 3.875% 3/1–$811.5 萬<0.1%–
PFCPremier Financial CorpCOM309,590$791.6 萬<0.1%歷史
Silvercrest Metals Inc828363101COM727,528$662.1 萬<0.1%–
Franklin Templeton ETF Tr35473P397WESTN ASSET BD250,000$621.7 萬<0.1%–
CDMOAvid Bioservices, Inc.COM466,631$576.3 萬<0.1%歷史
EDREndeavor Group Holdings, Inc.CL A COM170,761$534.3 萬<0.1%歷史
Firstenergy Corp337932AR8NOTE 4.000% 5/0–$519.5 萬<0.1%–
INFNInfinera CorpCOM769,446$505.5 萬<0.1%歷史
CFBCrossfirst Bankshares, Inc.COM286,106$433.5 萬<0.1%歷史
GEARRevelyst, Inc.COM SHS182,200$350.4 萬<0.1%歷史
iShares Inc464286145MSCI FRONTIER115,513$313.5 萬<0.1%–
CSG Sys Intl Inc126349AH2NOTE 3.875% 9/1–$303.2 萬<0.1%–
Tidal Tr II88636R115DEFIANCE DT 2X S350,000$291.9 萬<0.1%–
Travere Therapeutics, Inc.89422GAA5NOTE 2.250% 3/0–$285.7 萬<0.1%–
RVNCRevance Therapeutics, Inc.COM893,686$271.7 萬<0.1%歷史
PSTXPoseida Therapeutics, Inc.COM275,990$265.0 萬<0.1%歷史
ASAIYSendas Distributor S.A.SPON ADS571,998$255.7 萬<0.1%歷史
BALYBally's CorpCOM135,839$243.0 萬<0.1%歷史
USAPUniversal Stainless & Alloy Products IncCOM49,961$220.0 萬<0.1%歷史
Winnebago Inds Inc974637AB6NOTE 1.500% 4/0–$211.3 萬<0.1%–
BCOVBrightcove IncCOM484,777$210.9 萬<0.1%歷史
Royal Caribbean Group780153BQ4NOTE 6.000% 8/1–$183.0 萬<0.1%–
Semtech Corp816850AF8NOTE 1.625%11/0–$180.3 萬<0.1%–
MRNSMarinus Pharmaceuticals, Inc.COM NEW3,299,229$176.5 萬<0.1%歷史
Infinera Corp45667GAE3NOTE 2.500% 3/0–$154.4 萬<0.1%–
OBDEBlue Owl Capital Corp IIICOM SHS98,972$142.7 萬<0.1%歷史
Advanced Energy Inds007973AE0NOTE 2.500% 9/1–$133.7 萬<0.1%–
Prospect Cap Corp74348TAT9NOTE 6.375% 3/0–$110.0 萬<0.1%–
Ionis Pharmaceuticals Inc462222AD2NOTE 4/0–$103.5 萬<0.1%–
Enphase Energy, Inc.29355AAH0NOTE 3/0–$98.0 萬<0.1%–
Pegasystems Inc705573AB9NOTE 0.750% 3/0–$87.7 萬<0.1%–
CTVInnovid Corp.COMMON STOCK268,701$83.0 萬<0.1%歷史
Nuvasive Inc670704AJ4NOTE 0.375% 3/1–$82.2 萬<0.1%–
Southern Co842587DP9NOTE 3.875%12/1–$78.9 萬<0.1%–
American Airls Group Inc02376RAF9NOTE 6.500% 7/0–$75.9 萬<0.1%–
NKLANikola CorpCOM NEW630,931$75.1 萬<0.1%歷史
GATOGatos Silver, Inc.COM43,048$60.2 萬<0.1%歷史
Sunnova Energy Intl Inc.86745KAH7NOTE 2.625% 2/1–$57.8 萬<0.1%–
Makemytrip Limited Mauritius56087FAB0NOTE 2/1–$49.1 萬<0.1%–
MEHCQChrome Holding Co.Stock139,716$45.4 萬<0.1%歷史
Affirm Hldgs Inc00827BAB2NOTE 11/1–$42.8 萬<0.1%–
HYBNew America High Income Fund IncCOM NEW52,107$42.6 萬<0.1%歷史
LICYLi-Cycle Holdings Corp.COM NEW221,384$39.6 萬<0.1%歷史
Bandwidth Inc.05988JAD5NOTE 0.500% 4/0–$39.4 萬<0.1%–
Tidal Tr II88636J238DEF DLY TGT AVGO11,742$38.1 萬<0.1%–
Callaway Golf Co131193AE4NOTE 2.750% 5/0–$37.7 萬<0.1%–
Lithium Americas Argentina Cor Com Shs53681K100Stock143,381$37.6 萬<0.1%–
Lci Inds501812AB7NOTE 1.125% 5/1–$33.3 萬<0.1%–
SDIGStronghold Digital Mining, Inc.CLASS A COM90,984$31.8 萬<0.1%歷史
TheRealReal, Inc.88339PAD3NOTE 1.000% 3/0–$27.0 萬<0.1%–
BVCBitVentures LtdADS171,589$21.1 萬<0.1%歷史
Neos ETF Trust Nasdaq 100 HDGD78433H667ETF7,573$19.7 萬<0.1%–
Absolute Shs Tr00400R809WBI BBR QTY 30005,367$18.8 萬<0.1%–
PNSTPinstripes Holdings, Inc.CL A COM455,989$18.0 萬<0.1%歷史
UVIXVS TrustETF50,009$17.0 萬<0.1%歷史
Graniteshares ETF Tr38747R8841.75X LG AAPL DL4,696$15.9 萬<0.1%–
BNGOBionano Genomics, Inc.COM NEW533,036$15.4 萬<0.1%歷史
CLROClearone IncCOM180,000$14.1 萬<0.1%歷史
Seagate HDD Cayman81180WBL4NOTE 3.500% 6/0–$13.8 萬<0.1%–
NCINeo-Concept International Group Holdings LtdSHS200,000$13.2 萬<0.1%歷史
INSIInsight Select Income FundCOM7,608$13.2 萬<0.1%歷史
NCL Corp Ltd62886HBK6NOTE 2.500% 2/1–$13.1 萬<0.1%–
J P Morgan Exchange Traded F46654Q740GLOBAL SEL EQUIT2,141$12.9 萬<0.1%–
AEAdams Resources & Energy, Inc.COM NEW3,168$12.0 萬<0.1%歷史
Intuitive Machines, Inc.46125A118*W EXP 02/13/20215,000$11.9 萬<0.1%–
BCOW1895 Bancorp of Wisconsin, Inc.COM11,593$11.6 萬<0.1%歷史
AERTAeries Technology, Inc.CL A ORD SHS120,000$11.2 萬<0.1%歷史
LUNALuna Innovations IncCOM50,050$10.8 萬<0.1%歷史
USARUSA Rare Earth, Inc.CL A ORD SHS9,398$10.8 萬<0.1%歷史
Amplify ETF Tr032108631AMPLIFY ALTERNAT48,021$10.8 萬<0.1%–
SRIVARU Holding LtdG8403L102ORD SHS2,500,000$10.5 萬<0.1%–
ABTSAbits Group IncORDINARY SHARES150,000$10.3 萬<0.1%歷史
VanEck Vectors ETF Tr92189F148LONG TREND ETF1,800$8.90 萬<0.1%–
Dimensional ETF Trust25434V757EMERGING MKTS HI3,500$8.66 萬<0.1%–
PFIEProfire Energy IncCOM33,968$8.63 萬<0.1%歷史
HKDAMTD Digital Inc.SPONSORED ADS29,078$8.61 萬<0.1%歷史
CYNCyngn Inc.COM NEW101,323$8.60 萬<0.1%歷史
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