13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001046192
申报总市值
US$627.1亿
US$627.1亿
2140 檔
14.5%
截至 Q1 2024 季度末，CANADA LIFE ASSURANCE Co 的美股持仓估值约为 US$627.1亿，全数申报仓位共有 2140 档。
在 Q1 2024，CANADA LIFE ASSURANCE Co 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 30 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，CANADA LIFE ASSURANCE Co 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 14.5%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 2140 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 5.71% | -0.47% | +1.00% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.37% | — | -1.13% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.76% | -0.02% | -0.06% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.53% | +0.30% | +1.26% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.96% | +0.32% | +4.74% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.30% | -0.13% | +3.07% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.23% | +0.14% | +4.35% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.14% | +0.22% | +1.86% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.13% | +0.18% | +1.56% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.19% | +1.03% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.07% | -0.08% | -0.78% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | -0.08% | +1.63% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | -0.14% | +4.77% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.05% | +2.00% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 0.93% | -0.02% | -0.04% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.91% | -0.04% | -6.80% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.86% | -0.10% | +2.69% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.77% | -0.15% | -19.19% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.05% | -4.63% | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 0.72% | +0.06% | -10.33% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.69% | +0.02% | +0.54% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | -0.18% | +1.11% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.66% | -0.06% | -0.91% | |
| 24 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.66% | -0.09% | +1.07% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.36% | -1.82% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.62% | +0.20% | -4.53% | |
| 27 | CRH | CRH plc | 股票-原材料 | 0.61% | -0.37% | EXIT | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.60% | -0.01% | +1.69% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.60% | -0.15% | +0.68% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.13% | -2.78% | |
| 31 | NFLX | Netflix Inc | 股票-通信服务 | 0.55% | -0.21% | -0.47% | |
| 32 | SPGI | S&p Global Inc | 股票-金融 | 0.54% | -0.07% | +3.34% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.51% | -0.07% | +0.22% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.51% | +0.95% | -1.21% | |
| 35 | PLD | Prologis Inc | 股票-房地产 | 0.49% | -0.04% | +2.73% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.49% | +0.06% | -5.65% | |
| 37 | FERG | Ferguson Enterprises Inc. | 股票-工业 | 0.49% | — | -3.69% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.47% | -0.02% | -3.10% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.10% | +3.34% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.44% | -0.04% | +0.04% | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 0.43% | -0.06% | -0.20% | |
| 42 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.42% | -0.12% | +3.00% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.42% | -0.02% | +1.72% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.41% | -0.03% | +1.23% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | -0.01% | +2.05% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | +0.35% | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.38% | -0.17% | +0.98% | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.38% | -0.03% | +9.46% | |
| 49 | PFE | Pfizer Inc | 股票-医疗保健 | 0.38% | -0.10% | +2.71% | |
| 50 | EQIX | Equinix Inc | 股票-房地产 | 0.38% | -0.01% | +10.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -0.06% | 减仓 |
| 2 | META | Meta Platforms Inc-class A | +0.3% | +3.07% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.2% | +1.26% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.2% | +1.00% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.2% | +1.56% | 加仓 |
| 6 | PH | Parker Hannifin CORP | +0.1% | +172.55% | 加仓 |
| 7 | NDAQ | Nasdaq Inc | +0.1% | +283.78% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.1% | +1.03% | 加仓 |
| 9 | ICE | Intercontinental Exchange In | +0.1% | +86.78% | 加仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.00% | 加仓 |
| 11 | DIS | Walt Disney Co/the | +0.1% | +1.72% | 加仓 |
| 12 | MU | Micron Technology Inc | +0.1% | +30.06% | 加仓 |
| 13 | CME | Cme Group Inc | +0.1% | +83.53% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.74% | 加仓 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.78% | 减仓 |
| 16 | NFLX | Netflix Inc | +0.1% | -0.47% | 减仓 |
| 17 | MA | Mastercard Inc - A | +0.1% | +2.69% | 加仓 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -0.91% | 减仓 |
| 19 | ABBV | Abbvie Inc | +0.1% | +0.54% | 加仓 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -5.65% | 减仓 |
| 21 | UBER | Uber Technologies Inc | +0.1% | +14.25% | 加仓 |
| 22 | TRGP | Targa Resources CORP | +0.1% | +105.85% | 加仓 |
| 23 | AMD | Advanced Micro Devices | +0.1% | -1.21% | 减仓 |
| 24 | C | Citigroup Inc | +0.1% | +22.65% | 加仓 |
| 25 | ETN | Eaton Corporation plc | +0.1% | +13.86% | 加仓 |
| 26 | GOOG | Alphabet Inc-cl C | 0% | +4.35% | 加仓 |
| 27 | XOM | Exxon Mobil CORP | 0% | -1.82% | 减仓 |
| 28 | CRH | CRH plc | 0% | -8.45% | 减仓 |
| 29 | IBM | Intl Business Machines CORP | 0% | +2.05% | 加仓 |
| 30 | PGR | Progressive CORP | 0% | +0.37% | 加仓 |
| 31 | CMG | Chipotle Mexican Grill Inc | 0% | +22.16% | 加仓 |
| 32 | ORCL | Oracle CORP | 0% | -4.63% | 减仓 |
| 33 | QCOM | Qualcomm Inc | 0% | +1.23% | 加仓 |
| 34 | HD | Home Depot Inc | 0% | -0.04% | 减仓 |
| 35 | CRM | Salesforce Inc | 0% | +0.22% | 加仓 |
| 36 | SLB | Slb LTD | 0% | +9.46% | 加仓 |
| 37 | V | Visa Inc-class A Shares | 0% | +1.63% | 加仓 |
| 38 | TMO | Thermo Fisher Scientific Inc | 0% | +1.69% | 加仓 |
| 39 | JNJ | Johnson & Johnson | 0% | +4.77% | 加仓 |
| 40 | SEIC | Sei Investments Company | -0.1% | -40.52% | 减仓 |
| 41 | PDD | Pdd Holdings Inc | -0.1% | -1.18% | 减仓 |
| 42 | INTC | Intel CORP | -0.1% | -0.61% | 减仓 |
| 43 | CHTR | Charter Communications Inc-a | -0.1% | -45.75% | 减仓 |
| 44 | ABT | Abbott Laboratories | -0.1% | -22.80% | 减仓 |
| 45 | FHI | Federated Hermes Inc | -0.1% | -94.99% | 减仓 |
| 46 | ADBE | Adobe Inc | -0.1% | +0.04% | 加仓 |
| 47 | PBA | Pembina Pipeline CORP | -0.1% | -72.23% | 减仓 |
| 48 | COST | Costco Wholesale CORP | -0.2% | -19.19% | 减仓 |
| 49 | TSLA | Tesla Inc | -0.5% | -10.33% | 减仓 |
| 50 | AAPL | Apple Inc | -1% | -1.13% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，CANADA LIFE ASSURANCE Co 在 Q1 2024 季度的美股持仓总市值约为 US$627.1亿，共申报了 2140 个公开持股仓位。
在 Q1 2024 季度，CANADA LIFE ASSURANCE Co 按市值排列的前三大核心持股分别为：MSFT (5.7%)、AAPL (4.4%)、NVDA (3.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.7% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$24.5亿
在 Q1 2024 季度中，CANADA LIFE ASSURANCE Co 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 30 个仓位、减仓 20 个仓位以及清仓 0 个仓位。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。