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
2021 檔
20.5%
截至 Q4 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 2021 档。
CANADA LIFE ASSURANCE Co 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 96 档持股的同时，亦同步清仓 7 档并减仓 96 档标的。
在资产配置集中度方面，CANADA LIFE ASSURANCE Co 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 20.5%，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 2021 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 | AAPL | Apple Inc | 股票-科技 | 6.18% | — | +4.43% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.55% | -0.47% | +3.66% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.24% | -0.02% | +2.08% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.10% | +0.30% | +4.08% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.11% | +0.32% | +0.79% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.97% | -0.13% | +16.43% | |
| 7 | TSLA | Tesla Inc | 股票-周期性消费 | 1.59% | +0.06% | -4.36% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.57% | +0.19% | -11.73% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.32% | +0.14% | +9.29% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.08% | +6.00% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.05% | +1.27% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | -0.08% | -2.74% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.00% | +0.18% | -4.11% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 0.98% | -0.02% | +8.80% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.94% | +0.22% | -1.63% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | -0.04% | +3.90% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.10% | +2.05% | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 0.87% | -0.21% | -1.63% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.80% | -0.05% | -12.92% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | -0.14% | -15.48% | |
| 21 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.70% | -0.09% | -10.74% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.68% | +0.13% | +6.08% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.36% | -0.27% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.63% | +0.02% | +2.14% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | -0.15% | -14.64% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.61% | -0.18% | -0.16% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | +0.20% | -2.59% | |
| 28 | SPGI | S&p Global Inc | 股票-金融 | 0.56% | -0.07% | -13.16% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.54% | +0.06% | -5.49% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.53% | -0.06% | +26.21% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.07% | +0.11% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.50% | -0.15% | +5.86% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | -0.02% | -0.14% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.46% | -0.01% | -5.80% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.46% | -0.10% | +5.02% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | — | +2.23% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | -0.01% | -8.58% | |
| 38 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.43% | -0.11% | +101.57% | |
| 39 | CRH | CRH plc | 股票-原材料 | 0.41% | -0.37% | EXIT | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.40% | -0.03% | +2.59% | |
| 41 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.38% | -0.07% | +0.02% | |
| 42 | T | At&t Inc | 股票-通信服务 | 0.37% | -0.13% | +24.94% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.37% | -0.02% | +1.13% | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.37% | -0.06% | -0.46% | |
| 45 | PLD | Prologis Inc | 股票-房地产 | 0.36% | -0.04% | +8.17% | |
| 46 | EQIX | Equinix Inc | 股票-房地产 | 0.36% | -0.01% | +10.08% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.36% | -0.03% | +3.39% | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.35% | +0.65% | +22.17% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.35% | -0.17% | +2.88% | |
| 50 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.35% | -0.12% | +2.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +4.43% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.5% | +2.08% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.5% | +4.08% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.5% | -4.36% | 减仓 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +16.43% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.79% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +9.29% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.2% | -11.73% | 减仓 |
| 9 | MRSH | Marsh & Mclennan Cos | +0.2% | +101.57% | 加仓 |
| 10 | V | Visa Inc-class A Shares | +0.2% | +6.00% | 加仓 |
| 11 | NFLX | Netflix Inc | +0.2% | -1.63% | 减仓 |
| 12 | WMB | Williams Cos Inc | +0.2% | +94.88% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +1.27% | 加仓 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +6.08% | 加仓 |
| 15 | CRM | Salesforce Inc | +0.1% | +0.11% | 加仓 |
| 16 | T | At&t Inc | +0.1% | +24.94% | 加仓 |
| 17 | MA | Mastercard Inc - A | +0.1% | +2.05% | 加仓 |
| 18 | NOW | Servicenow Inc | +0.1% | +3.39% | 加仓 |
| 19 | DIS | Walt Disney Co/the | +0.1% | +1.13% | 加仓 |
| 20 | C | Citigroup Inc | +0.1% | +13.44% | 加仓 |
| 21 | BAC | Bank Of America CORP | +0.1% | +2.23% | 加仓 |
| 22 | EQIX | Equinix Inc | +0.1% | +10.08% | 加仓 |
| 23 | FISV | Fiserv Inc | +0.1% | +11.19% | 加仓 |
| 24 | ACWI | Ishares Msci Acwi ETF | +0.1% | NEW | 新建仓 |
| 25 | MRK | Merck & Co. Inc. | 0% | +26.21% | 加仓 |
| 26 | ETN | Eaton Corporation plc | 0% | +28.58% | 加仓 |
| 27 | PAYX | Paychex Inc | 0% | +33.41% | 加仓 |
| 28 | SHOP | Shopify Inc - Class A | 0% | -2.27% | 减仓 |
| 29 | ABT | Abbott Laboratories | 0% | +15.10% | 加仓 |
| 30 | WFC | Wells Fargo & Co | 0% | -0.78% | 减仓 |
| 31 | SPG | Simon Property Group Inc | 0% | +15.52% | 加仓 |
| 32 | HD | Home Depot Inc | 0% | +8.80% | 加仓 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | -5.49% | 减仓 |
| 34 | AWK | American Water Works Co Inc | 0% | +36.11% | 加仓 |
| 35 | BKNG | Booking Holdings Inc | 0% | -10.74% | 减仓 |
| 36 | FTNT | Fortinet Inc | 0% | +10.51% | 加仓 |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 0% | +4.04% | 加仓 |
| 38 | DLR | Digital Realty Trust Inc | 0% | +7.89% | 加仓 |
| 39 | SNOW | Snowflake Inc | 0% | +8.68% | 加仓 |
| 40 | AXON | Axon Enterprise Inc | 0% | +15.73% | 加仓 |
| 41 | MTB | M & T Bank CORP | 0% | +63.29% | 加仓 |
| 42 | CVNA | Carvana Co | 0% | +323.02% | 加仓 |
| 43 | CTVA | Corteva Inc | 0% | +37.66% | 加仓 |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 0% | +6.22% | 加仓 |
| 45 | TROW | T Rowe Price Group Inc | 0% | +71.61% | 加仓 |
| 46 | MOS | Mosaic Co/the | 0% | +319.24% | 加仓 |
| 47 | LULU | Lululemon Athletica Inc | 0% | +2.86% | 加仓 |
| 48 | HON | Honeywell International Inc | 0% | +25.13% | 加仓 |
| 49 | DOCU | Docusign Inc | 0% | +53.14% | 加仓 |
| 50 | AGCO | Agco CORP | 0% | +265.44% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，CANADA LIFE ASSURANCE Co 在 Q4 2024 季度的美股持仓总市值约为 US$627.1亿，共申报了 2021 个公开持股仓位。
在 Q4 2024 季度，CANADA LIFE ASSURANCE Co 按市值排列的前三大核心持股分别为：AAPL (6.2%)、MSFT (5.5%)、NVDA (5.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.2% 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。
本季最大新建仓标的
ACWI
市值: US$2743.0万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$1.2亿
在 Q4 2024 季度中，CANADA LIFE ASSURANCE Co 共进行了 200 项持仓异动，包含新建仓 1 个仓位、加仓 96 个仓位、减仓 96 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 ACWI。 本季清仓仓位包含 BLKCHF。
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。