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。
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CIK: 0001562230
申报总市值
US$4836.1亿
US$4836.1亿
432 檔
20.9%
在 Q1 2024 申报期间，Capital International Investors（CIK: 0001562230）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4836.1亿，共持有 432 个公开申报仓位。
在 Q1 2024，Capital International Investors 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 32 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Capital International Investors 的前 5 大核心持股（包含 MSFT, AVGO, META 等）合计占整体申报市值的 20.9%，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 432 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 | 7.12% | -0.61% | +1.02% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.64% | +0.30% | -9.99% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.90% | -0.21% | -15.10% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.70% | -0.01% | +9.31% | |
| 5 | GE | General Electric | 股票-工业 | 2.10% | +0.14% | +9.87% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.04% | -0.08% | -0.52% | |
| 7 | PM | Philip Morris International | 股票-非周期性消费 | 1.90% | -0.12% | -0.01% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.77% | +0.07% | +6.91% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.01% | +1.87% | |
| 10 | TDG | Transdigm Group Inc | 股票-工业 | 1.64% | -0.10% | -0.01% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.61% | -0.25% | +9.15% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.55% | -0.02% | +7.43% | |
| 13 | RTX | Rtx CORP | 股票-工业 | 1.35% | -0.21% | +4.85% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | +0.05% | +2.73% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.29% | +0.07% | +7.14% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.15% | +0.10% | -3.00% | |
| 17 | NOC | Northrop Grumman CORP | 股票-工业 | 1.14% | -0.51% | +5.59% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.10% | +0.10% | +5.06% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.07% | -0.07% | -1.29% | |
| 20 | CEG | Constellation Energy | 股票-公用事业 | 1.06% | -0.11% | +2.14% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.00% | +1.04% | +16.02% | |
| 22 | CARR | Carrier Global CORP | 股票-工业 | 1.00% | -0.14% | +4.64% | |
| 23 | LIN | Linde plc | 股票-原材料 | 0.98% | -0.15% | -2.92% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.22% | -0.59% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.91% | +0.10% | -0.55% | |
| 26 | NFLX | Netflix Inc | 股票-通信服务 | 0.87% | -0.02% | -20.27% | |
| 27 | KKR | Kkr & Co Inc | 股票-金融 | 0.87% | -0.07% | -0.42% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.86% | -0.29% | +2.98% | |
| 29 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.83% | -0.01% | +0.98% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.83% | -0.10% | -0.10% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.77% | -0.05% | +14.10% | |
| 32 | SRE | Sempra | 股票-公用事业 | 0.76% | -0.15% | -4.42% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 0.76% | -0.01% | -5.47% | |
| 34 | EFX | Equifax Inc | 股票-工业 | 0.76% | +0.01% | +2.50% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | -0.01% | -8.58% | |
| 36 | CME | Cme Group Inc | 股票-金融 | 0.69% | -0.11% | +24.10% | |
| 37 | KLAC | Kla CORP | 股票-科技 | 0.66% | +1.27% | -4.05% | |
| 38 | DG | Dollar General CORP | 股票-非周期性消费 | 0.66% | — | +11.32% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.65% | +0.45% | -3.16% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.18% | +25.12% | |
| 41 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.64% | -0.04% | +39.43% | |
| 42 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 0.62% | -0.05% | EXIT | |
| 43 | MSTR | Strategy Inc | 股票-科技 | 0.62% | -0.29% | +14.93% | |
| 44 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.61% | +0.07% | +12.54% | |
| 45 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.61% | — | +7.31% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.57% | -0.01% | -7.46% | |
| 47 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.56% | -0.03% | +7.05% | |
| 48 | WELL | Welltower Inc | 股票-房地产 | 0.55% | +0.19% | +26.39% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | -0.04% | -40.81% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.55% | -0.34% | +9.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +0.6% | +9.87% | 加仓 |
| 2 | MSTR | Strategy Inc | +0.4% | +14.93% | 加仓 |
| 3 | CEG | Constellation Energy | +0.3% | +2.14% | 加仓 |
| 4 | AMGN | Amgen Inc | +0.3% | +547.82% | 加仓 |
| 5 | IR | Ingersoll-rand Inc | +0.3% | +113.66% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +5.06% | 加仓 |
| 7 | ABBV | Abbvie Inc | +0.2% | +6.91% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +7.43% | 加仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +40.17% | 加仓 |
| 10 | NVDA | Nvidia CORP | +0.2% | +10.45% | 加仓 |
| 11 | STZ | Constellation Brands Inc-a | +0.2% | +39.43% | 加仓 |
| 12 | REXR | Rexford Industrial Realty In | +0.2% | +687.72% | 加仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +9.31% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +25.12% | 加仓 |
| 15 | MRK | Merck & Co. Inc. | +0.2% | +3714.86% | 加仓 |
| 16 | MSFT | Microsoft CORP | +0.2% | +1.02% | 加仓 |
| 17 | TDG | Transdigm Group Inc | +0.2% | -0.01% | 减仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -15.10% | 减仓 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +1.87% | 加仓 |
| 20 | FDX | Fedex CORP | +0.1% | +32.45% | 加仓 |
| 21 | MU | Micron Technology Inc | +0.1% | +15.08% | 加仓 |
| 22 | RTX | Rtx CORP | +0.1% | +4.85% | 加仓 |
| 23 | AMAT | Applied Materials Inc | +0.1% | -0.55% | 减仓 |
| 24 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.1% | +34.95% | 加仓 |
| 25 | STLA | Stellantis N.V. | +0.1% | +329.31% | 加仓 |
| 26 | FLUT | Flutter Entertainment plc | +0.1% | NEW | 新建仓 |
| 27 | CVE | Cenovus Energy Inc | +0.1% | +216.33% | 加仓 |
| 28 | CME | Cme Group Inc | +0.1% | +24.10% | 加仓 |
| 29 | DG | Dollar General CORP | +0.1% | +11.32% | 加仓 |
| 30 | SO | Southern Co/the | +0.1% | +45.92% | 加仓 |
| 31 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | +163.41% | 加仓 |
| 32 | WELL | Welltower Inc | +0.1% | +26.39% | 加仓 |
| 33 | KKR | Kkr & Co Inc | +0.1% | -0.42% | 减仓 |
| 34 | ASML | ASML Holding N.V. | +0.1% | -3.16% | 减仓 |
| 35 | BMY | Bristol-myers Squibb Co | +0.1% | +14.10% | 加仓 |
| 36 | CRM | Salesforce Inc | +0.1% | +2.98% | 加仓 |
| 37 | MA | Mastercard Inc - A | 0% | -0.52% | 减仓 |
| 38 | ABT | Abbott Laboratories | 0% | +9.15% | 加仓 |
| 39 | V | Visa Inc-class A Shares | 0% | +2.73% | 加仓 |
| 40 | ALB | Albemarle CORP | -0.1% | -66.62% | 减仓 |
| 41 | KDP | Keurig Dr Pepper Inc | -0.2% | -21.07% | 减仓 |
| 42 | GDDY | Godaddy Inc - Class A | -0.2% | -72.69% | 减仓 |
| 43 | AVGO | Broadcom Inc | -0.2% | -9.99% | 减仓 |
| 44 | NKE | Nike Inc -cl B | -0.2% | -14.81% | 减仓 |
| 45 | EQIX | Equinix Inc | -0.2% | -32.39% | 减仓 |
| 46 | UNP | Union Pacific CORP | -0.3% | -24.27% | 减仓 |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -3.00% | 减仓 |
| 48 | ✓ | -0.3% | EXIT | 清仓 | |
| 49 | JNJ | Johnson & Johnson | -0.5% | -40.81% | 减仓 |
| 50 | ZTS | Zoetis Inc | -0.7% | -99.32% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Capital International Investors 在 Q1 2024 季度的美股持仓总市值约为 US$4836.1亿，共申报了 432 个公开持股仓位。
在 Q1 2024 季度，Capital International Investors 按市值排列的前三大核心持股分别为：MSFT (7.1%)、AVGO (5.6%)、META (2.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.1% 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
FLUT
市值: US$5.1亿
本季最大获利了结 / 清仓标的
前期市值: US$13.4亿
在 Q1 2024 季度中，Capital International Investors 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 32 个仓位、减仓 16 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 FLUT。 本季清仓仓位包含 。
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。