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
438 檔
22.7%
Q3 2024 季度申报显示，Capital International Investors 披露的美股组合总市值为 US$4836.1亿，涵盖 438 个不同之权益投资仓位。
在 Q3 2024，Capital International Investors 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 108 个既有持股进行加仓（合计增持 116 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 22.7%，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 438 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 | 6.34% | -0.61% | -2.80% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 6.25% | +0.30% | +891.47% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.21% | -0.21% | -0.51% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.74% | -0.01% | -1.73% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.57% | +0.07% | +6.46% | |
| 6 | PM | Philip Morris International | 股票-非周期性消费 | 2.27% | -0.12% | +1.16% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.04% | -0.08% | -0.33% | |
| 8 | GE | General Electric | 股票-工业 | 1.78% | +0.14% | -5.82% | |
| 9 | TDG | Transdigm Group Inc | 股票-工业 | 1.71% | -0.10% | -0.97% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.65% | +0.10% | +10.44% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.62% | -0.02% | +0.99% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 1.48% | -0.21% | -9.59% | |
| 13 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.44% | -0.25% | -8.43% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.39% | +0.07% | -4.70% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.01% | -5.35% | |
| 16 | CARR | Carrier Global CORP | 股票-工业 | 1.31% | -0.14% | +1.67% | |
| 17 | CEG | Constellation Energy | 股票-公用事业 | 1.26% | -0.11% | +13.08% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | +0.05% | +1.04% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.20% | +0.10% | -3.00% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | -0.14% | +37.34% | |
| 21 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.00% | -0.01% | +0.34% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.00% | -0.22% | +1.45% | |
| 23 | KKR | Kkr & Co Inc | 股票-金融 | 1.00% | -0.07% | -4.86% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.00% | -0.29% | +3.72% | |
| 25 | DHR | Danaher CORP | 股票-医疗保健 | 0.95% | -0.01% | +1.71% | |
| 26 | WELL | Welltower Inc | 股票-房地产 | 0.90% | +0.19% | +2.32% | |
| 27 | LIN | Linde plc | 股票-原材料 | 0.88% | -0.15% | +0.22% | |
| 28 | NFLX | Netflix Inc | 股票-通信服务 | 0.82% | -0.02% | -3.59% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.81% | +0.10% | -8.53% | |
| 30 | SRE | Sempra | 股票-公用事业 | 0.80% | -0.15% | -7.81% | |
| 31 | NOC | Northrop Grumman CORP | 股票-工业 | 0.79% | -0.51% | -2.50% | |
| 32 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.78% | -0.10% | +0.11% | |
| 33 | PAYX | Paychex Inc | 股票-科技 | 0.69% | -0.06% | +9.04% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.69% | +0.26% | +0.01% | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 0.68% | -0.04% | +15.86% | |
| 36 | EFX | Equifax Inc | 股票-工业 | 0.68% | +0.01% | -17.98% | |
| 37 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.68% | — | +6.77% | |
| 38 | IR | Ingersoll-rand Inc | 股票-工业 | 0.66% | -0.08% | +13.56% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.18% | -3.42% | |
| 40 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 0.61% | -0.05% | EXIT | |
| 41 | COP | Conocophillips | 股票-能源 | 0.60% | -0.34% | +33.99% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.60% | -0.01% | +1.10% | |
| 43 | TFC | Truist Financial CORP | 股票-金融 | 0.59% | +0.05% | +39.50% | |
| 44 | GEV | GE Vernova Inc | 股票-工业 | 0.58% | — | +236.87% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.58% | +0.45% | +2.74% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.57% | -0.01% | -3.21% | |
| 47 | MSTR | Strategy Inc | 股票-科技 | 0.57% | -0.29% | +915.82% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.57% | -0.15% | +50.96% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.55% | — | +0.32% | |
| 50 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.55% | -0.09% | +31.29% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +0.5% | +236.87% | 加仓 |
| 2 | CEG | Constellation Energy | +0.3% | +13.08% | 加仓 |
| 3 | HSY | Hershey Co/the | +0.3% | +1255.90% | 加仓 |
| 4 | PM | Philip Morris International | +0.3% | +1.16% | 加仓 |
| 5 | UNH | Unitedhealth Group Inc | +0.3% | +10.44% | 加仓 |
| 6 | AAPL | Apple Inc | +0.2% | +6.46% | 加仓 |
| 7 | CARR | Carrier Global CORP | +0.2% | +1.67% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.2% | +37.34% | 加仓 |
| 9 | ACN | Accenture plc | +0.2% | +50.96% | 加仓 |
| 10 | CGMU | Cap Group Municipal Income | +0.2% | +42111.93% | 加仓 |
| 11 | TFC | Truist Financial CORP | +0.2% | +39.50% | 加仓 |
| 12 | SHOP | Shopify Inc - Class A | +0.2% | +31.29% | 加仓 |
| 13 | KO | Coca-cola Co/the | +0.2% | NEW | 新建仓 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -0.51% | 减仓 |
| 15 | SPGI | S&p Global Inc | +0.1% | +15.86% | 加仓 |
| 16 | HD | Home Depot Inc | +0.1% | +57.69% | 加仓 |
| 17 | TEAM | Atlassian Corp-cl A | +0.1% | +201.13% | 加仓 |
| 18 | WELL | Welltower Inc | +0.1% | +2.32% | 加仓 |
| 19 | CGDG | Cap Group Dividend Growers | +0.1% | +34891.38% | 加仓 |
| 20 | KKR | Kkr & Co Inc | +0.1% | -4.86% | 减仓 |
| 21 | PAYX | Paychex Inc | +0.1% | +9.04% | 加仓 |
| 22 | DIS | Walt Disney Co/the | +0.1% | NEW | 新建仓 |
| 23 | IR | Ingersoll-rand Inc | +0.1% | +13.56% | 加仓 |
| 24 | COP | Conocophillips | +0.1% | +33.99% | 加仓 |
| 25 | MSTR | Strategy Inc | +0.1% | +915.82% | 加仓 |
| 26 | MELI | Mercadolibre Inc | +0.1% | +2.71% | 加仓 |
| 27 | MDLZ | Mondelez International Inc-a | +0.1% | +43.48% | 加仓 |
| 28 | SBUX | Starbucks CORP | +0.1% | +48.28% | 加仓 |
| 29 | CSGP | Costar Group Inc | +0.1% | +142.44% | 加仓 |
| 30 | EQT | Eqt CORP | +0.1% | NEW | 新建仓 |
| 31 | MA | Mastercard Inc - A | +0.1% | -0.33% | 减仓 |
| 32 | GE | General Electric | +0.1% | -5.82% | 减仓 |
| 33 | NOC | Northrop Grumman CORP | +0.1% | -2.50% | 减仓 |
| 34 | ONC | Beone Medicines Ltd-adr | +0.1% | -8.31% | 减仓 |
| 35 | MAR | Marriott International -cl A | +0.1% | +53.23% | 加仓 |
| 36 | ULS | Ul Solutions Inc - Class A | +0.1% | +202.29% | 加仓 |
| 37 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.1% | +42.68% | 加仓 |
| 38 | ATO | Atmos Energy CORP | +0.1% | NEW | 新建仓 |
| 39 | BX | Blackstone Inc | +0.1% | -1.44% | 减仓 |
| 40 | BTI | British American Tob-sp Adr | +0.1% | +25.79% | 加仓 |
| 41 | CTVA | Corteva Inc | +0.1% | +23.67% | 加仓 |
| 42 | CVS | Cvs Health CORP | +0.1% | +22.74% | 加仓 |
| 43 | GM | General Motors Co | +0.1% | +254.88% | 加仓 |
| 44 | FTAI | FTAI Aviation Ltd. | +0.1% | +12.59% | 加仓 |
| 45 | CGSM | Cap Group Short Muni Income | +0.1% | +9928.04% | 加仓 |
| 46 | TDG | Transdigm Group Inc | +0.1% | -0.97% | 减仓 |
| 47 | DHR | Danaher CORP | +0.1% | +1.71% | 加仓 |
| 48 | VICI | Vici Properties Inc | +0.1% | +4.58% | 加仓 |
| 49 | DRI | Darden Restaurants Inc | +0.1% | +20.44% | 加仓 |
| 50 | TMUS | T-mobile US Inc | +0.1% | +26.83% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Capital International Investors 在 Q3 2024 季度的美股持仓总市值约为 US$4836.1亿，共申报了 438 个公开持股仓位。
在 Q3 2024 季度，Capital International Investors 按市值排列的前三大核心持股分别为：MSFT (6.3%)、AVGO (6.3%)、META (3.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.3% 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
KO
市值: US$9.1亿
本季最大获利了结 / 清仓标的
ETRNUSD
前期市值: US$4.5亿
在 Q3 2024 季度中，Capital International Investors 共进行了 200 项持仓异动，包含新建仓 8 个仓位、加仓 108 个仓位、减仓 77 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 KO。 本季清仓仓位包含 ETRNUSD。
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。