DELL
戴爾 Dell Technologies Inc.
+19.90 (+3.53%)583.19USD4.6M成交股數380B市值34.8本益比(近四季)2.4股價營收比+57.8%營收年增(近四季)2026-11-27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 | 4175 · 4.1B · 18 |
| 其中 10b5-1 計畫賣出 | 3 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 13.1B |
| 近 180 天 淨額 | −13.1B |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 101 | 530.67 | 54K | 454 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 149 | 531.63 | 79K | 305 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 58 | 532.62 | 31K | 247 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 40 | 533.80 | 21K | 207 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 34 | 534.55 | 18K | 172 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 26 | 535.76 | 14K | 147 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 13 | 536.74 | 7K | 134 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 40 | 537.94 | 22K | 93 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 58 | 539.00 | 31K | 35 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 11 | 540.18 | 6K | 24 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 10 | 540.82 | 5K | 14 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 12 | 542.13 | 7K | 2 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 2 | 543.04 | 1K | 0 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | M 選擇權執行 | 555 | – | – | 555 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 101 | 530.67 | 54K | 454 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 149 | 531.63 | 79K | 305 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 58 | 532.62 | 31K | 247 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 40 | 533.80 | 21K | 207 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 34 | 534.55 | 18K | 172 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 26 | 535.76 | 14K | 147 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 13 | 536.74 | 7K | 134 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 40 | 537.94 | 22K | 93 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 58 | 539.00 | 31K | 35 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 11 | 540.18 | 6K | 24 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 10 | 540.82 | 5K | 14 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 12 | 542.13 | 7K | 2 | SEC |
| 2026-09-14 | 09-17 | Durban Egon | Director | S 公開市場賣出 | 2 | 543.04 | 1K | 0 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | M 選擇權執行 | 555 | – | – | 555 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 101 | 530.67 | 54K | 454 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 149 | 531.63 | 79K | 305 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 58 | 532.62 | 31K | 247 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 40 | 533.80 | 21K | 207 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 34 | 534.55 | 18K | 172 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 26 | 535.76 | 14K | 147 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 13 | 536.74 | 7K | 134 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 40 | 537.94 | 22K | 93 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 58 | 539.00 | 31K | 35 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 11 | 540.18 | 6K | 24 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 10 | 540.82 | 5K | 14 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 12 | 542.13 | 7K | 2 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Investors IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 2 | 543.04 | 1K | 0 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | M 選擇權執行 | 555 | – | – | 555 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 101 | 530.67 | 54K | 454 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 149 | 531.63 | 79K | 305 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 58 | 532.62 | 31K | 247 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 40 | 533.80 | 21K | 207 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 34 | 534.55 | 18K | 172 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 26 | 535.76 | 14K | 147 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 13 | 536.74 | 7K | 134 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 40 | 537.94 | 22K | 93 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 58 | 539.00 | 31K | 35 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 11 | 540.18 | 6K | 24 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 10 | 540.82 | 5K | 14 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 12 | 542.13 | 7K | 2 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Technology Associates IV, L.P. | Director,TenPercentOwner | S 公開市場賣出 | 2 | 543.04 | 1K | 0 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | M 選擇權執行 | 555 | – | – | 555 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 101 | 530.67 | 54K | 454 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 149 | 531.63 | 79K | 305 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 58 | 532.62 | 31K | 247 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 40 | 533.80 | 21K | 207 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 34 | 534.55 | 18K | 172 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 26 | 535.76 | 14K | 147 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 13 | 536.74 | 7K | 134 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 40 | 537.94 | 22K | 93 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 58 | 539.00 | 31K | 35 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 11 | 540.18 | 6K | 24 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 10 | 540.82 | 5K | 14 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 12 | 542.13 | 7K | 2 | SEC |
| 2026-09-14 | 09-17 | SLTA IV (GP), L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 2 | 543.04 | 1K | 0 | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | M 選擇權執行 | 36.8K | – | – | 71.7K | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 4.5K | 530.67 | 2.4M | 67.2K | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 6.7K | 531.63 | 3.5M | 60.5K | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 2.6K | 532.62 | 1.4M | 57.9K | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 1.8K | 533.80 | 957K | 56.1K | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 1.5K | 534.55 | 817K | 54.6K | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 1.2K | 535.76 | 620K | 53.4K | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 562 | 536.74 | 302K | 52.9K | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 1.8K | 537.94 | 973K | 51.0K | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | S 公開市場賣出 | 2.6K | 539.00 | 1.4M | 48.4K | SEC |
| 2026-09-14 | 09-17 | Silver Lake Group, L.L.C. | Director,TenPercentOwner | M 選擇權執行 | 555 | – | – | 555 | 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. | 24.1M | 10.4B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 19.0M | 8.2B | 新進 | 新進 |
| STATE STREET CORP | 13.8M | 5.9B | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 10.8M | 4.7B | 新進 | 新進 |
| JPMORGAN CHASE & CO | 10.4M | 4.3B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.7M | 3.3B | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 7.7M | 3.3B | 新進 | 新進 |
| MORGAN STANLEY | 7.1M | 3.1B | 新進 | 新進 |
| FMR LLC | 5.7M | 2.4B | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 5.5M | 2.4B | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 4.3M | 1.9B | 新進 | 新進 |
| Boston Partners | 3.2M | 1.4B | 新進 | 新進 |
| Invesco Ltd. | 3.1M | 1.3B | 新進 | 新進 |
| PeakShares LLC | 3.0K | 1.3B | 新進 | 新進 |
| NORTHERN TRUST CORP | 2.8M | 1.2B | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.6M | 1.1B | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.5M | 1.1B | 新進 | 新進 |
| Michael & Susan Dell Foundation | 2.5M | 1.1B | 新進 | 新進 |
| UBS Group AG | 2.4M | 1.0B | 新進 | 新進 |
| JANE STREET GROUP, LLC | 2.3M | 1.0B | 新進 | 新進 |
| NORDEA INVESTMENT MANAGEMENT AB | 2.2M | 926M | 新進 | 新進 |
| Legal & General Group Plc | 2.1M | 905M | 新進 | 新進 |
| Nuveen, LLC | 1.9M | 819M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | 798M | 新進 | 新進 |
| Bank of New York Mellon Corp | 1.8M | 784M | 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 | 2,131 +488 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 2131 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 238M · 36.5% |
| 合計季末市值 | 98.2B |
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 | 14.4M |
|---|---|
| 與上期比 | +3.1% |
| 佔流通股數 | 2.22% |
| 日均成交量 | 4.9M |
| 回補天數 | 2.9 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 | 14.4M | +3.1% | 2.22% | 4.9M | 2.9 |
| 2026-08-14 | 14.0M | +6.3% | 2.15% | 5.9M | 2.4 |
| 2026-07-31 | 13.2M | +0.6% | 2.02% | 6.0M | 2.2 |
| 2026-07-15 | 13.1M | +0.9% | 2.01% | 7.5M | 1.8 |
| 2026-06-30 | 13.0M | -17.9% | 1.99% | 8.8M | 1.5 |
| 2026-06-15 | 15.8M | -16.6% | 2.42% | 11.2M | 1.4 |
| 2026-05-29 | 19.0M | -11.4% | 2.91% | 13.4M | 1.4 |
| 2026-05-15 | 21.4M | -2.5% | 3.28% | 6.6M | 3.3 |
| 2026-04-30 | 21.9M | -5.2% | 3.37% | 6.2M | 3.6 |
| 2026-04-15 | 23.1M | -1.4% | 3.55% | 6.3M | 3.7 |
| 2026-03-31 | 23.5M | -6.0% | 3.60% | 11.0M | 2.1 |
| 2026-03-13 | 25.0M | -2.9% | 3.83% | 8.5M | 3.0 |
| 2026-02-27 | 25.7M | -6.3% | 3.95% | 10.4M | 2.5 |
| 2026-02-13 | 27.4M | +3.7% | 4.21% | 8.4M | 3.3 |
| 2026-01-30 | 26.5M | +2.2% | 4.06% | 7.8M | 3.4 |
| 2026-01-15 | 25.9M | +20.4% | 3.97% | 7.1M | 3.6 |
| 2025-12-31 | 21.5M | +4.5% | 3.30% | 4.7M | 4.5 |
| 2025-12-15 | 20.6M | +11.1% | 3.16% | 5.7M | 3.6 |
| 2025-11-28 | 18.5M | -5.9% | 2.84% | 10.6M | 1.8 |
| 2025-11-14 | 19.7M | +39.1% | 3.02% | 6.1M | 3.3 |
| 2025-10-31 | 14.2M | +7.3% | 2.17% | 5.3M | 2.7 |
| 2025-10-15 | 13.2M | +12.2% | 2.02% | 10.9M | 1.2 |
| 2025-09-30 | 11.8M | -0.4% | 1.80% | 6.2M | 1.9 |
| 2025-09-15 | 11.8M | -7.7% | 1.81% | 6.9M | 1.7 |
| 2025-08-29 | 12.8M | -5.3% | 1.96% | 6.8M | 1.9 |
| 2025-08-15 | 13.5M | +11.2% | 2.07% | 4.8M | 2.8 |