AMAT
應用材料 APPLIED MATERIALS INC /DE
-0.12 (-0.03%)415.26USD2.5M成交股數330B市值35.9本益比(近四季)10.7股價營收比+24.8%營收年增(近四季)2026-11-12下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 6 · 59.6M · 3 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 174M |
| 近 180 天 淨額 | −174M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-08 | 09-10 | BRUNER JUDY | Director | S 公開市場賣出 | 1.0K | 465.00 | 465K | 25.5K | SEC |
| 2026-08-27 | 08-31 | Palkhiwala Akash J. | Director | A 獲配股票 | 279 | – | – | 279 | SEC |
| 2026-08-25 | 08-27 | Hill Brice | SVP, CFO | S 公開市場賣出 | 7.5K | 479.25 | 3.6M | 129K | SEC |
| 2026-07-01 | 07-06 | Sanders Adam | Corp. Controller & CAO | F 繳稅扣股 | 125 | 650.91 | 81K | 4.2K | SEC |
| 2026-06-30 | 07-01 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 30 | 736.05 | 22K | 1.6M | SEC |
| 2026-06-30 | 07-01 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 20.0K | 735.22 | 14.7M | 1.6M | SEC |
| 2026-06-29 | 07-01 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 8.0K | 701.33 | 5.6M | 1.6M | SEC |
| 2026-06-29 | 07-01 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 50.3K | 700.21 | 35.2M | 1.6M | SEC |
| 2026-06-18 | 06-22 | Raja Prabu G. | President, Semi. Products Grp. | S 公開市場賣出 | 10.0K | 633.53 | 6.3M | 347K | SEC |
| 2026-06-16 | 06-17 | Nalamasu Omkaram | Senior Vice President, CTO | S 公開市場賣出 | 2.4K | 592.40 | 1.4M | 160K | SEC |
| 2026-06-16 | 06-17 | Nalamasu Omkaram | Senior Vice President, CTO | S 公開市場賣出 | 3.5K | 590.48 | 2.1M | 168K | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 837 | 599.35 | 502K | 1.7M | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 9.2K | 591.40 | 5.4M | 1.7M | SEC |
| 2026-06-16 | 06-17 | Nalamasu Omkaram | Senior Vice President, CTO | S 公開市場賣出 | 1.1K | 594.85 | 669K | 155K | SEC |
| 2026-06-16 | 06-17 | Nalamasu Omkaram | Senior Vice President, CTO | S 公開市場賣出 | 4.0K | 595.50 | 2.4M | 151K | SEC |
| 2026-06-16 | 06-17 | Nalamasu Omkaram | Senior Vice President, CTO | S 公開市場賣出 | 4.8K | 591.53 | 2.8M | 163K | SEC |
| 2026-06-16 | 06-17 | Iannotti Thomas J | Director | G 贈與 | 750 | – | – | 39.8K | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 2.4K | 598.56 | 1.5M | 1.7M | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 13.5K | 596.82 | 8.1M | 1.7M | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 5.9K | 595.59 | 3.5M | 1.7M | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 4.5K | 597.45 | 2.7M | 1.7M | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | G 贈與 | 17.0K | – | – | 1.7M | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 4.5K | 594.74 | 2.7M | 1.7M | SEC |
| 2026-06-16 | 06-17 | Iannotti Thomas J | Director | S 公開市場賣出 | 9.3K | 599.77 | 5.5M | 40.6K | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 15.8K | 590.52 | 9.3M | 1.8M | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 4.7K | 593.51 | 2.8M | 1.7M | SEC |
| 2026-06-16 | 06-17 | Nalamasu Omkaram | Senior Vice President, CTO | S 公開市場賣出 | 3.7K | 596.52 | 2.2M | 147K | SEC |
| 2026-06-16 | 06-17 | Nalamasu Omkaram | Senior Vice President, CTO | S 公開市場賣出 | 4.7K | 593.58 | 2.8M | 156K | SEC |
| 2026-06-16 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 10.4K | 592.18 | 6.2M | 1.7M | SEC |
| 2026-06-15 | 06-17 | DICKERSON GARY E | President and CEO | S 公開市場賣出 | 11.3K | 590.03 | 6.7M | 1.8M | SEC |
| 2026-06-15 | 06-17 | Nalamasu Omkaram | Senior Vice President, CTO | S 公開市場賣出 | 3.8K | 595.14 | 2.3M | 171K | SEC |
| 2026-06-15 | 06-17 | Nalamasu Omkaram | Senior Vice President, CTO | S 公開市場賣出 | 6.9K | 590.20 | 4.1M | 175K | SEC |
| 2026-06-15 | 06-17 | Deane Timothy M | SVP, Applied Global Services | S 公開市場賣出 | 8.6K | 590.76 | 5.1M | 135K | SEC |
| 2026-06-15 | 06-17 | Deane Timothy M | SVP, Applied Global Services | G 贈與 | 1.5K | – | – | 133K | SEC |
| 2026-06-04 | 06-05 | Raja Prabu G. | President, Semi. Products Grp. | S 公開市場賣出 | 25.3K | 504.66 | 12.8M | 381K | SEC |
| 2026-06-04 | 06-05 | Raja Prabu G. | President, Semi. Products Grp. | S 公開市場賣出 | 1.8K | 507.06 | 914K | 357K | SEC |
| 2026-06-04 | 06-05 | Raja Prabu G. | President, Semi. Products Grp. | S 公開市場賣出 | 7.8K | 506.46 | 4.0M | 358K | SEC |
| 2026-06-04 | 06-05 | Raja Prabu G. | President, Semi. Products Grp. | S 公開市場賣出 | 15.1K | 505.51 | 7.6M | 366K | SEC |
| 2026-06-03 | 06-05 | Hill Brice | SVP, CFO | S 公開市場賣出 | 2.5K | 498.86 | 1.2M | 136K | SEC |
| 2026-05-26 | 05-28 | BRUNER JUDY | Director | S 公開市場賣出 | 1.1K | 450.00 | 508K | 26.5K | SEC |
| 2026-05-22 | 05-26 | Sanders Adam | Corp. Controller & CAO | S 公開市場賣出 | 268 | 434.22 | 116K | 4.3K | SEC |
| 2026-05-21 | 05-22 | DE GEUS AART | Director | G 贈與 | 17.9K | – | – | 93.9K | SEC |
| 2026-04-01 | 04-02 | Sanders Adam | Corp. Controller & CAO | F 繳稅扣股 | 125 | 353.80 | 44K | 4.5K | SEC |
| 2026-03-12 | 03-13 | CHEN XUN | Director | A 獲配股票 | 741 | – | – | 46.0K | SEC |
| 2026-03-12 | 03-13 | ANDERSON JAMES ROBERT | Director | A 獲配股票 | 741 | – | – | 1.5K | SEC |
| 2026-03-12 | 03-13 | DE GEUS AART | Director | A 獲配股票 | 741 | – | – | 112K | SEC |
| 2026-03-12 | 03-13 | Karsner Alexander | Director | A 獲配股票 | 741 | – | – | 16.8K | SEC |
| 2026-03-12 | 03-13 | BRUNER JUDY | Director | A 獲配股票 | 741 | – | – | 741 | SEC |
| 2026-03-12 | 03-13 | Iannotti Thomas J | Director | A 獲配股票 | 741 | – | – | 51.3K | SEC |
| 2026-03-12 | 03-13 | MARCH KEVIN P | Director | A 獲配股票 | 741 | – | – | 2.3K | SEC |
| 2026-03-12 | 03-13 | MCGREGOR SCOTT A | Director | A 獲配股票 | 741 | – | – | 24.6K | SEC |
| 2026-03-12 | 03-13 | Borkar Rani | Director | A 獲配股票 | 741 | – | – | 741 | SEC |
| 2026-02-25 | 02-27 | BRUNER JUDY | Director | S 公開市場賣出 | 2.5K | 391.71 | 979K | 26.1K | SEC |
| 2026-02-24 | 02-24 | Sanders Adam | Corp. Controller & CAO | S 公開市場賣出 | 534 | 379.16 | 202K | 4.6K | SEC |
| 2026-02-23 | 02-24 | BRUNER JUDY | Director | S 公開市場賣出 | 1.5K | 377.89 | 571K | 28.6K | SEC |
| 2026-02-23 | 02-24 | BRUNER JUDY | Director | S 公開市場賣出 | 2.5K | 376.49 | 925K | 30.1K | SEC |
| 2026-02-17 | 02-18 | Hill Brice | SVP, CFO | S 公開市場賣出 | 5.0K | 361.21 | 1.8M | 139K | SEC |
| 2026-01-01 | 01-05 | Sanders Adam | Corp. Controller & CAO | F 繳稅扣股 | 324 | 256.99 | 83K | 5.2K | SEC |
| 2026-01-01 | 01-05 | Deane Timothy M | SVP, Applied Global Services | F 繳稅扣股 | 1.9K | 256.99 | 486K | 143K | SEC |
| 2025-12-31 | 01-05 | CHEN XUN | Director | A 獲配股票 | 187 | – | – | 45.2K | SEC |
| 2025-12-19 | 12-23 | DICKERSON GARY E | President and CEO | F 繳稅扣股 | 131K | 256.41 | 33.5M | 1.8M | SEC |
| 2025-12-19 | 12-23 | Deane Timothy M | SVP, Applied Global Services | F 繳稅扣股 | 16.5K | 256.41 | 4.2M | 145K | SEC |
| 2025-12-19 | 12-23 | Little Teri A. | SVP, CLO | F 繳稅扣股 | 15.5K | 256.41 | 4.0M | 91.9K | SEC |
| 2025-12-19 | 12-23 | Raja Prabu G. | President, Semi. Products Grp. | F 繳稅扣股 | 33.4K | 256.41 | 8.6M | 169K | SEC |
| 2025-12-19 | 12-23 | Hill Brice | SVP, CFO | F 繳稅扣股 | 28.1K | 256.41 | 7.2M | 144K | SEC |
| 2025-12-19 | 12-23 | Nalamasu Omkaram | Senior Vice President, CTO | F 繳稅扣股 | 20.3K | 256.41 | 5.2M | 182K | SEC |
| 2025-12-12 | 12-15 | Raja Prabu G. | President, Semi. Products Grp. | G 贈與 | 50 | – | – | 203K | SEC |
| 2025-12-11 | 12-15 | Raja Prabu G. | President, Semi. Products Grp. | A 獲配股票 | 16.0K | – | – | 169K | SEC |
| 2025-12-11 | 12-15 | Little Teri A. | SVP, CLO | A 獲配股票 | 7.9K | – | – | 99.6K | SEC |
| 2025-12-11 | 12-15 | Little Teri A. | SVP, CLO | A 獲配股票 | 7.3K | – | – | 91.7K | SEC |
| 2025-12-11 | 12-15 | DICKERSON GARY E | President and CEO | A 獲配股票 | 27.3K | – | – | 1.9M | SEC |
| 2025-12-11 | 12-15 | DICKERSON GARY E | President and CEO | A 獲配股票 | 81.9K | – | – | 1.9M | SEC |
| 2025-12-11 | 12-15 | DICKERSON GARY E | President and CEO | A 獲配股票 | 82.0K | – | – | 1.8M | SEC |
| 2025-12-11 | 12-15 | Deane Timothy M | SVP, Applied Global Services | A 獲配股票 | 10.2K | – | – | 162K | SEC |
| 2025-12-11 | 12-15 | Deane Timothy M | SVP, Applied Global Services | A 獲配股票 | 10.2K | – | – | 151K | SEC |
| 2025-12-11 | 12-15 | Deane Timothy M | SVP, Applied Global Services | A 獲配股票 | 7.5K | – | – | 141K | SEC |
| 2025-12-11 | 12-15 | Hill Brice | SVP, CFO | A 獲配股票 | 13.9K | – | – | 172K | SEC |
| 2025-12-11 | 12-15 | Little Teri A. | SVP, CLO | A 獲配股票 | 7.9K | – | – | 107K | SEC |
| 2025-12-11 | 12-15 | Hill Brice | SVP, CFO | A 獲配股票 | 13.9K | – | – | 158K | SEC |
| 2025-12-11 | 12-15 | Hill Brice | SVP, CFO | A 獲配股票 | 13.3K | – | – | 144K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 80.2M | 58.0B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 51.8M | 37.5B | 新進 | 新進 |
| STATE STREET CORP | 38.2M | 27.6B | 新進 | 新進 |
| Invesco Ltd. | 28.3M | 20.4B | 新進 | 新進 |
| Capital Research Global Investors | 22.2M | 16.0B | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 22.0M | 15.9B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18.6M | 13.4B | 新進 | 新進 |
| MORGAN STANLEY | 13.5M | 9.8B | 新進 | 新進 |
| JPMORGAN CHASE & CO | 13.9M | 9.6B | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 11.3M | 8.2B | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 9.4M | 6.8B | 新進 | 新進 |
| FMR LLC | 9.3M | 6.7B | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 8.9M | 6.4B | 新進 | 新進 |
| NORTHERN TRUST CORP | 8.9M | 6.4B | 新進 | 新進 |
| Amundi | 7.8M | 5.6B | 新進 | 新進 |
| VAN ECK ASSOCIATES CORP | 7.7M | 5.6B | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 7.3M | 5.3B | 新進 | 新進 |
| Bank of New York Mellon Corp | 7.0M | 5.1B | 新進 | 新進 |
| AMERIPRISE FINANCIAL INC | 6.4M | 4.6B | 新進 | 新進 |
| Nuveen, LLC | 6.1M | 4.4B | 新進 | 新進 |
| Sanders Capital, LLC | 6.1M | 4.4B | 新進 | 新進 |
| Legal & General Group Plc | 6.1M | 4.4B | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.0M | 3.6B | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 4.6M | 3.3B | 新進 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4.3M | 3.1B | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 3,498 +550 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 3498 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 664M · 83.7% |
| 合計季末市值 | 457B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 15.6M |
|---|---|
| 與上期比 | +31.5% |
| 佔流通股數 | 1.97% |
| 日均成交量 | 6.8M |
| 回補天數 | 2.3 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 15.6M | +31.5% | 1.97% | 6.8M | 2.3 |
| 2026-08-14 | 11.9M | -16.6% | 1.50% | 7.4M | 1.6 |
| 2026-07-31 | 14.2M | -14.8% | 1.79% | 8.0M | 1.8 |
| 2026-07-15 | 16.7M | -16.1% | 2.10% | 10.1M | 1.7 |
| 2026-06-30 | 19.9M | -9.1% | 2.51% | 14.6M | 1.4 |
| 2026-06-15 | 21.9M | +9.8% | 2.76% | 9.8M | 2.2 |
| 2026-05-29 | 20.0M | +9.0% | 2.51% | 6.7M | 3.0 |
| 2026-05-15 | 18.3M | +15.2% | 2.31% | 8.3M | 2.2 |
| 2026-04-30 | 15.9M | +16.9% | 2.00% | 5.8M | 2.8 |
| 2026-04-15 | 13.6M | +4.4% | 1.71% | 5.2M | 2.6 |
| 2026-03-31 | 13.0M | -4.8% | 1.64% | 7.1M | 1.8 |
| 2026-03-13 | 13.7M | +1.5% | 1.72% | 6.5M | 2.1 |
| 2026-02-27 | 13.5M | -8.3% | 1.70% | 7.3M | 1.9 |
| 2026-02-13 | 14.7M | +7.0% | 1.85% | 9.5M | 1.5 |
| 2026-01-30 | 13.7M | -14.6% | 1.73% | 7.8M | 1.8 |
| 2026-01-15 | 16.1M | +15.2% | 2.03% | 7.7M | 2.1 |
| 2025-12-31 | 14.0M | -21.3% | 1.76% | 6.1M | 2.3 |
| 2025-12-15 | 17.7M | -6.5% | 2.24% | 6.4M | 2.8 |
| 2025-11-28 | 19.0M | +28.1% | 2.39% | 8.4M | 2.3 |
| 2025-11-14 | 14.8M | -13.4% | 1.87% | 8.4M | 1.8 |
| 2025-10-31 | 17.1M | -7.6% | 2.16% | 6.5M | 2.7 |
| 2025-10-15 | 18.5M | -5.8% | 2.33% | 9.3M | 2.0 |
| 2025-09-30 | 19.7M | -1.2% | 2.48% | 10.8M | 1.8 |
| 2025-09-15 | 19.9M | -11.2% | 2.51% | 6.6M | 3.0 |
| 2025-08-29 | 22.4M | +37.3% | 2.83% | 7.4M | 3.0 |
| 2025-08-15 | 16.3M | +6.6% | 2.06% | 8.7M | 1.9 |