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: 0001422848
申报总市值
US$7168.7亿
US$7168.7亿
410 檔
14.3%
Q1 2024 季度申报显示，Capital Research Global Investors 披露的美股组合总市值为 US$7168.7亿，涵盖 410 个不同之权益投资仓位。
Capital Research Global Investors 在 Q1 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 25 档持股的同时，亦同步清仓 1 档并减仓 23 档标的。
在资产配置集中度方面，Capital Research Global 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 14.3%，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 410 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 | 7.44% | -0.59% | +0.01% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.23% | +0.39% | -2.11% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.80% | +0.37% | +14.49% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.55% | +0.18% | +8.49% | |
| 5 | GE | General Electric | 股票-工业 | 3.13% | +0.08% | -5.23% | |
| 6 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.16% | -0.32% | -3.01% | |
| 7 | RTX | Rtx CORP | 股票-工业 | 2.08% | -0.18% | +4.16% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.97% | +0.55% | +14.40% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.49% | -0.25% | +0.32% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.47% | -0.11% | -13.01% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.41% | -0.02% | +5.99% | |
| 12 | CNQ | Canadian Natural Resources | 股票-能源 | 1.36% | -0.60% | -5.63% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.44% | -2.20% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.29% | +0.01% | +3.28% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 1.25% | +0.08% | +3.08% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.23% | -0.12% | +0.15% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.22% | +0.32% | +1.96% | |
| 18 | CARR | Carrier Global CORP | 股票-工业 | 1.21% | +0.07% | -0.54% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.17% | +0.07% | -8.60% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 1.13% | -0.03% | +4.66% | |
| 21 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.11% | -0.23% | +5.16% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.07% | -0.05% | +1.55% | |
| 23 | URI | United Rentals Inc | 股票-工业 | 1.04% | -0.01% | -0.56% | |
| 24 | LIN | Linde plc | 股票-原材料 | 1.02% | +0.03% | -6.09% | |
| 25 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.02% | -0.25% | +2.66% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.98% | -0.14% | +26.87% | |
| 27 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.92% | +0.31% | -1.56% | |
| 28 | EOG | Eog Resources Inc | 股票-能源 | 0.84% | -0.19% | +1.31% | |
| 29 | BLKCHF | Blackrock Inc | 股票-其他 | 0.82% | — | +11.11% | |
| 30 | SYK | Stryker CORP | 股票-医疗保健 | 0.81% | -0.22% | -2.18% | |
| 31 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.81% | +0.01% | -10.17% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | +0.02% | +23.32% | |
| 33 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.78% | -0.01% | +22.00% | |
| 34 | NFLX | Netflix Inc | 股票-通信服务 | 0.77% | -0.33% | -17.49% | |
| 35 | AIG | American International Group | 股票-金融 | 0.74% | -0.04% | -0.03% | |
| 36 | MU | Micron Technology Inc | 股票-科技 | 0.73% | +0.40% | -4.28% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.72% | +0.14% | -2.57% | |
| 38 | COF | Capital One Financial CORP | 股票-金融 | 0.71% | — | +72.79% | |
| 39 | UBER | Uber Technologies Inc | 股票-工业 | 0.70% | +0.02% | +8.18% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.08% | +2.04% | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.62% | -0.04% | +62.26% | |
| 42 | MDT | Medtronic plc | 股票-医疗保健 | 0.61% | -0.42% | +7.09% | |
| 43 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.59% | -0.09% | -11.64% | |
| 44 | CE | Celanese CORP | 股票-原材料 | 0.58% | -0.03% | +0.61% | |
| 45 | TDG | Transdigm Group Inc | 股票-工业 | 0.55% | +0.01% | +1.57% | |
| 46 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 0.55% | — | — | |
| 47 | NU | Nu Holdings Ltd. | 股票-金融 | 0.55% | -0.02% | +15.65% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.54% | -0.11% | +61.00% | |
| 49 | DTE | Dte Energy Company | 股票-公用事业 | 0.54% | -0.05% | +1.25% | |
| 50 | TRP | Tc Energy CORP | 股票-能源 | 0.52% | -0.04% | +2.68% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.2% | +14.49% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +8.49% | 加仓 |
| 3 | FLUT | Flutter Entertainment plc | +0.6% | NEW | 新建仓 |
| 4 | GE | General Electric | +0.5% | -5.23% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.5% | -2.20% | 减仓 |
| 6 | AVGO | Broadcom Inc | +0.3% | -2.11% | 减仓 |
| 7 | LLY | Eli Lilly & Co | +0.3% | +5.99% | 加仓 |
| 8 | COF | Capital One Financial CORP | +0.3% | +72.79% | 加仓 |
| 9 | CRM | Salesforce Inc | +0.3% | +26.87% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.40% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.2% | +0.01% | 加仓 |
| 12 | RTX | Rtx CORP | +0.2% | +4.16% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +23.32% | 加仓 |
| 14 | NU | Nu Holdings Ltd. | +0.2% | +15.65% | 加仓 |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +61.00% | 加仓 |
| 16 | FCX | Freeport-mcmoran Inc | +0.2% | +22.00% | 加仓 |
| 17 | APD | Air Products & Chemicals Inc | +0.2% | +62.26% | 加仓 |
| 18 | URI | United Rentals Inc | +0.1% | -0.56% | 减仓 |
| 19 | UBER | Uber Technologies Inc | +0.1% | +8.18% | 加仓 |
| 20 | ABBV | Abbvie Inc | +0.1% | +3.28% | 加仓 |
| 21 | GEHC | GE Healthcare Technology | +0.1% | +5.16% | 加仓 |
| 22 | MU | Micron Technology Inc | +0.1% | -4.28% | 减仓 |
| 23 | CB | Chubb Limited | +0.1% | +44.42% | 加仓 |
| 24 | MCD | Mcdonald's CORP | +0.1% | +66.94% | 加仓 |
| 25 | PNW | Pinnacle West Capital | +0.1% | +97.48% | 加仓 |
| 26 | TDG | Transdigm Group Inc | +0.1% | +1.57% | 加仓 |
| 27 | MA | Mastercard Inc - A | +0.1% | +0.32% | 加仓 |
| 28 | SYK | Stryker CORP | +0.1% | -2.18% | 减仓 |
| 29 | BLKCHF | Blackrock Inc | 0% | +11.11% | 加仓 |
| 30 | TMO | Thermo Fisher Scientific Inc | 0% | +1.55% | 加仓 |
| 31 | GOOG | Alphabet Inc-cl C | 0% | +1.96% | 加仓 |
| 32 | CNQ | Canadian Natural Resources | 0% | -5.63% | 减仓 |
| 33 | BMRN | Biomarin Pharmaceutical Inc | -0.1% | -39.48% | 减仓 |
| 34 | TSLA | Tesla Inc | -0.1% | -13.20% | 减仓 |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | -24.86% | 减仓 |
| 36 | VALE | Vale Sa-sp Adr | -0.2% | -69.03% | 减仓 |
| 37 | CME | Cme Group Inc | -0.2% | -44.77% | 减仓 |
| 38 | MS | Morgan Stanley | -0.2% | -39.80% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.2% | -17.11% | 减仓 |
| 40 | MELI | Mercadolibre Inc | -0.2% | -10.17% | 减仓 |
| 41 | EPAM | Epam Systems Inc | -0.2% | -29.31% | 减仓 |
| 42 | PODD | Insulet CORP | -0.2% | -20.20% | 减仓 |
| 43 | HUM | Humana Inc | -0.2% | EXIT | 清仓 |
| 44 | CMCSA | Comcast Corp-class A | -0.3% | -34.18% | 减仓 |
| 45 | AAPL | Apple Inc | -0.3% | +0.15% | 加仓 |
| 46 | PCG | P G & E CORP | -0.3% | -83.78% | 减仓 |
| 47 | BA | Boeing Co/the | -0.4% | -2.57% | 减仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.5% | -13.01% | 减仓 |
| 49 | MRVL | Marvell Technology Inc | -0.5% | -94.24% | 减仓 |
| 50 | INTC | Intel CORP | -0.5% | -49.41% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Capital Research Global Investors 在 Q1 2024 季度的美股持仓总市值约为 US$7168.7亿，共申报了 410 个公开持股仓位。
在 Q1 2024 季度，Capital Research Global Investors 按市值排列的前三大核心持股分别为：MSFT (7.4%)、AVGO (5.2%)、META (3.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.4% 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$24.2亿
本季最大获利了结 / 清仓标的
HUM
前期市值: US$9.2亿
在 Q1 2024 季度中，Capital Research Global Investors 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 25 个仓位、减仓 23 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 HUM。
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。