[{"data":1,"prerenderedAt":419},["ShallowReactive",2],{"learn-zh-TW-ray-buffett-guide":3},{"id":4,"title":5,"body":6,"category":406,"description":407,"extension":408,"featured":409,"image":410,"meta":411,"navigation":412,"path":413,"publishedAt":414,"readingMinutes":415,"seo":416,"stem":417,"updatedAt":414,"__hash__":418},"learn\u002Flearn\u002Fray-buffett-guide.md","股神買什麼你跟什麼？RayBuffett 巴菲特持股追蹤完整使用指南",{"type":7,"value":8,"toc":389},"minimark",[9,16,21,24,27,30,38,41,48,52,57,60,65,68,100,103,108,115,118,123,126,131,134,138,141,147,153,159,165,168,172,175,198,202,205,287,290,294,297,330,333,337,340,345,348,352,355,359,362,366],[10,11,12],"blockquote",{},[13,14,15],"p",{},"⚠️ 本文所有內容僅供參考，不構成任何投資建議。投資有風險，請自行評估風險承受能力，並以官方公告與專業金融顧問意見為準。",[17,18,20],"h2",{"id":19},"巴菲特買了什麼你多久才知道","巴菲特買了什麼，你多久才知道？",[13,22,23],{},"華倫·巴菲特，人稱「股神」，掌管的波克夏·海瑟威公司（Berkshire Hathaway）市值超過一兆美元。每次他買進或賣出一檔股票，全球投資人都在關注。",[13,25,26],{},"但問題來了——你怎麼知道他買了什麼？",[13,28,29],{},"答案藏在美國證券交易委員會（SEC）的申報文件裡。根據規定，管理資產超過一億美元的機構每季度必須提交 13F 報告，公開揭露持股明細。波克夏當然在列。",[13,31,32,33,37],{},"只不過，這份報告有個致命的時間差：",[34,35,36],"strong",{},"最多延遲 45 天","。也就是說，巴菲特 3 月 31 日的持股，你最晚要到 5 月 15 日才看得到。而且 SEC 的原始文件是 XML 格式，一般人根本看不懂。",[13,39,40],{},"RayBuffett 就是來解決這個問題的——自動幫你搜尋最新申報、翻譯成人話、分析持倉變動、提醒你跟單的風險。",[42,43,45],"prose-button",{"gem":44},"ray-buffett",[13,46,47],{},"立即試用 RayBuffett",[17,49,51],{"id":50},"它能做什麼","它能做什麼？",[13,53,54],{},[34,55,56],{},"最新持倉總覽",[13,58,59],{},"問它「巴菲特最新持股」，它會搜尋最新一期 13F 報告，整理出完整的持股清單——股票名稱、代號、持有股數、市值、佔投資組合比例，一目了然。",[13,61,62],{},[34,63,64],{},"持倉變動分析",[13,66,67],{},"這是最實用的功能。它會比對前後兩季的 13F，幫你找出：",[69,70,71,79,86,93],"ul",{},[72,73,74,75,78],"li",{},"🆕 ",[34,76,77],{},"新買入","：上季沒有、本季突然出現的股票",[72,80,81,82,85],{},"⬆️ ",[34,83,84],{},"加碼","：持股數量增加的股票",[72,87,88,89,92],{},"⬇️ ",[34,90,91],{},"減碼","：持股數量減少的股票",[72,94,95,96,99],{},"🚫 ",[34,97,98],{},"清倉","：上季有、本季完全消失的股票",[13,101,102],{},"每一筆變動都附上具體的股數和百分比變化，不是模糊的「增持」兩個字就帶過。",[13,104,105],{},[34,106,107],{},"Form 4 即時追蹤",[13,109,110,111,114],{},"13F 有 45 天延遲，但還有另一種申報叫 Form 4——當波克夏是某家公司的 10% 以上大股東時，每次買賣都必須在 ",[34,112,113],{},"2 個工作日內"," 申報。這幾乎是即時的。",[13,116,117],{},"RayBuffett 會同時搜尋 Form 4，讓你在兩季 13F 之間也能捕捉到重大交易。2024 年巴菲特大賣美國銀行（BAC）的消息，就是透過 Form 4 最先曝光的。",[13,119,120],{},[34,121,122],{},"單一股票查詢",[13,124,125],{},"想知道巴菲特有沒有買某檔股票？直接問。它會告訴你目前持有狀態、歷史變動軌跡、佔投資組合的比例。",[13,127,128],{},[34,129,130],{},"申報日曆提醒",[13,132,133],{},"它會根據當前日期，主動告訴你：最近一次 13F 是哪一期、下一次預計什麼時候公布。不用自己算 45 天。",[17,135,137],{"id":136},"跟單巴菲特沒你想的那麼簡單","跟單巴菲特，沒你想的那麼簡單",[13,139,140],{},"RayBuffett 會幫你追蹤，但它也會誠實告訴你跟單的風險：",[13,142,143,146],{},[34,144,145],{},"時間差是最大的敵人。"," 你看到 13F 的時候，巴菲特可能已經在這 45 天內加碼、減碼、甚至清倉了。你跟的是「過去式」，不是「現在進行式」。",[13,148,149,152],{},[34,150,151],{},"價位早就不一樣了。"," 巴菲特在季度內的某個時間點買入，等你看到報告時，股價可能已經漲了 10%、20%。你的成本跟他完全不同。",[13,154,155,158],{},[34,156,157],{},"規模差距太大。"," 巴菲特管理數千億美元，他的「小部位」可能是幾十億美元。他承受得起的波動，散戶不一定扛得住。",[13,160,161,164],{},[34,162,163],{},"機密處理的存在。"," 波克夏偶爾會向 SEC 申請「機密處理」，延遲揭露正在建倉的股票。等你看到的時候，他可能已經買完了。",[13,166,167],{},"這些風險，RayBuffett 在每次分析中都會提醒你。它不是叫你別跟，而是要你跟得明白。",[17,169,171],{"id":170},"怎麼問最有效","怎麼問最有效？",[13,173,174],{},"幾種常見問法：",[69,176,177,180,183,186,189,192,195],{},[72,178,179],{},"「巴菲特最新持股」→ 搜尋最新 13F，輸出完整持倉表格",[72,181,182],{},"「最近有什麼變動？」→ 聚焦新買入、加碼、減碼、清倉",[72,184,185],{},"「巴菲特有買蘋果嗎？」→ 查詢 AAPL 在波克夏持倉中的狀態",[72,187,188],{},"「下次 13F 什麼時候出？」→ 告訴你申報時程",[72,190,191],{},"「巴菲特為什麼賣銀行股？」→ 搜尋新聞與股東會發言",[72,193,194],{},"「我想跟著巴菲特買」→ 提供跟單策略與風險提醒",[72,196,197],{},"「幫我每天追蹤」→ 設定追蹤模式，每次對話自動搜尋",[17,199,201],{"id":200},"_13f-申報時程一覽","13F 申報時程一覽",[13,203,204],{},"不確定什麼時候會有新資料？這張表幫你記：",[206,207,208,227],"table",{},[209,210,211],"thead",{},[212,213,214,218,221,224],"tr",{},[215,216,217],"th",{},"季度",[215,219,220],{},"持倉截止日",[215,222,223],{},"申報截止日",[215,225,226],{},"意思",[228,229,230,245,259,273],"tbody",{},[212,231,232,236,239,242],{},[233,234,235],"td",{},"Q1",[233,237,238],{},"3 月 31 日",[233,240,241],{},"5 月 15 日",[233,243,244],{},"5 月中旬可看到年初三個月的持股",[212,246,247,250,253,256],{},[233,248,249],{},"Q2",[233,251,252],{},"6 月 30 日",[233,254,255],{},"8 月 14 日",[233,257,258],{},"暑假前後公布上半年底的持股",[212,260,261,264,267,270],{},[233,262,263],{},"Q3",[233,265,266],{},"9 月 30 日",[233,268,269],{},"11 月 14 日",[233,271,272],{},"雙十一前後公布第三季底持股",[212,274,275,278,281,284],{},[233,276,277],{},"Q4",[233,279,280],{},"12 月 31 日",[233,282,283],{},"隔年 2 月 14 日",[233,285,286],{},"情人節前後公布去年底持股",[13,288,289],{},"波克夏通常在截止日前幾天才交件——巴菲特不想讓別人太早知道他在買什麼。",[17,291,293],{"id":292},"它的資料從哪來","它的資料從哪來？",[13,295,296],{},"RayBuffett 不靠記憶，每次查詢都會即時搜尋。資料來源優先序：",[298,299,300,306,312,318,324],"ol",{},[72,301,302,305],{},[34,303,304],{},"SEC EDGAR"," — 美國證交會官方網站，13F 和 Form 4 的第一手來源",[72,307,308,311],{},[34,309,310],{},"Dataroma"," — 免費的超級投資人持倉追蹤平台",[72,313,314,317],{},[34,315,316],{},"WhaleWisdom"," — 提供深入分析與歷史趨勢",[72,319,320,323],{},[34,321,322],{},"GuruFocus"," — 大師級投資人持倉追蹤與估值工具",[72,325,326,329],{},[34,327,328],{},"財經新聞"," — CNBC、鉅亨網、MoneyDJ 等即時報導",[13,331,332],{},"每筆數據都會標註來源，你可以自己去驗證。如果某筆資料搜不到，它會老實說「未取得」，不會瞎編。",[42,334,335],{"gem":44},[13,336,47],{},[17,338,339],{"id":339},"常見問題",[341,342,344],"h3",{"id":343},"_13f-報告的延遲有多久","13F 報告的延遲有多久？",[13,346,347],{},"最多延遲 45 天。巴菲特 3 月 31 日的持股，最晚要到 5 月 15 日才公布。但 Form 4 的即時交易申報只延遲 2 個工作日，RayBuffett 兩種都會搜尋。",[341,349,351],{"id":350},"跟著巴菲特買就對了嗎","跟著巴菲特買就對了嗎？",[13,353,354],{},"不建議盲目跟單。時間差、價位差、規模差都是風險。你看到報告時股價可能已漲 10-20%，你的成本跟巴菲特完全不同。RayBuffett 每次分析都會提醒跟單風險。",[341,356,358],{"id":357},"它能追蹤其他投資大師嗎","它能追蹤其他投資大師嗎？",[13,360,361],{},"RayBuffett 專門追蹤巴菲特（波克夏·海瑟威）的 SEC 申報。其他投資大師的 13F 也是公開資訊，但這個 Gem 的分析流程是針對巴菲特優化的。",[17,363,365],{"id":364},"相關-gem-推薦","相關 Gem 推薦",[69,367,368,376,383],{},[72,369,370,375],{},[371,372,374],"a",{"href":373},"\u002Flearn\u002Fray-stock-ai-guide","RayStock AI 股票分析"," — 台股即時分析，搭配巴菲特持股追蹤一起用",[72,377,378,382],{},[371,379,381],{"href":380},"\u002Flearn\u002Fray-stock101-guide","RayStock101 股票入門教師"," — 股票新手？先從基礎學起",[72,384,385],{},[371,386,388],{"href":387},"\u002F","查看所有精選 Gems →",{"title":390,"searchDepth":391,"depth":391,"links":392},"",2,[393,394,395,396,397,398,399,405],{"id":19,"depth":391,"text":20},{"id":50,"depth":391,"text":51},{"id":136,"depth":391,"text":137},{"id":170,"depth":391,"text":171},{"id":200,"depth":391,"text":201},{"id":292,"depth":391,"text":293},{"id":339,"depth":391,"text":339,"children":400},[401,403,404],{"id":343,"depth":402,"text":344},3,{"id":350,"depth":402,"text":351},{"id":357,"depth":402,"text":358},{"id":364,"depth":391,"text":365},"Gem 教學","RayBuffett 自動搜尋巴菲特最新 SEC 13F 持倉報告與 Form 4 即時交易，幫你追蹤波克夏·海瑟威的買賣動態，分析新買入、加碼、減碼、清倉，提醒跟單風險。","md",false,null,{},true,"\u002Flearn\u002Fray-buffett-guide","2026-04-01",7,{"title":5,"description":407},"learn\u002Fray-buffett-guide","d_C-KDoyHv5IakolNqgOyn-lT4IWhegtKt7HSB4SNjY",1775702203735]