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
414 檔
14.6%
截至 Q2 2024 季度末，Capital Research Global Investors 的美股持仓估值约为 US$7168.7亿，全数申报仓位共有 414 档。
在 Q2 2024，Capital Research Global 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 28 个既有持股进行加仓（合计增持 29 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 Research Global Investors 的前 5 大核心持股（包含 MSFT, META, AMZN 等）合计占整体申报市值的 14.6%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
ORCL
市值: US$16.3亿
本季最大获利了结 / 清仓标的
NCLH
前期市值: US$11.9亿
仅显示前 200 大持股（共 414 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 | 7.59% | -0.59% | -0.98% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.31% | +0.37% | +12.63% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.93% | +0.18% | +6.64% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.88% | +0.39% | -36.78% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.19% | -0.12% | +117.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.45% | +0.55% | +6.08% | |
| 7 | GE | General Electric | 股票-工业 | 2.22% | +0.08% | -19.11% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 2.02% | -0.18% | -2.86% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | +0.44% | +1037.33% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.96% | -0.11% | +33.56% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.81% | -0.02% | +13.55% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.63% | +0.32% | +14.07% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 1.39% | -0.03% | +13.39% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 1.36% | -0.14% | +68.05% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 1.33% | +0.08% | -0.55% | |
| 16 | CARR | Carrier Global CORP | 股票-工业 | 1.32% | +0.07% | +3.41% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.31% | -0.32% | -31.85% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.25% | +0.01% | +6.04% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.23% | -0.25% | -6.64% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 1.06% | +0.14% | +61.37% | |
| 21 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.06% | +0.31% | +3.31% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.00% | -0.05% | +1.53% | |
| 23 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.93% | -0.23% | +0.29% | |
| 24 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.91% | -0.25% | -1.34% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 0.89% | +0.07% | -12.29% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | +0.02% | +16.05% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.88% | -0.11% | +48.67% | |
| 28 | CNQ | Canadian Natural Resources | 股票-能源 | 0.87% | -0.60% | +41.75% | |
| 29 | EOG | Eog Resources Inc | 股票-能源 | 0.85% | -0.19% | +6.17% | |
| 30 | UBER | Uber Technologies Inc | 股票-工业 | 0.85% | +0.02% | +32.75% | |
| 31 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.85% | -0.04% | +32.98% | |
| 32 | LIN | Linde plc | 股票-原材料 | 0.84% | +0.03% | -10.25% | |
| 33 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.84% | +0.01% | -1.25% | |
| 34 | NFLX | Netflix Inc | 股票-通信服务 | 0.84% | -0.33% | +0.49% | |
| 35 | URI | United Rentals Inc | 股票-工业 | 0.83% | -0.01% | -7.99% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.25% | +75.87% | |
| 37 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.81% | -0.01% | +4.73% | |
| 38 | BLKCHF | Blackrock Inc | 股票-其他 | 0.78% | — | +4.10% | |
| 39 | AIG | American International Group | 股票-金融 | 0.68% | -0.04% | -0.03% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.64% | -0.08% | +11.31% | |
| 41 | COF | Capital One Financial CORP | 股票-金融 | 0.62% | — | -3.96% | |
| 42 | NU | Nu Holdings Ltd. | 股票-金融 | 0.62% | -0.02% | +7.34% | |
| 43 | TDG | Transdigm Group Inc | 股票-工业 | 0.57% | +0.01% | +2.76% | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.55% | -0.42% | +2.74% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.55% | -0.22% | -26.56% | |
| 46 | DTE | Dte Energy Company | 股票-公用事业 | 0.53% | -0.05% | +2.23% | |
| 47 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.53% | -0.09% | +7.49% | |
| 48 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 0.51% | — | +4.01% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.50% | -0.05% | +6.54% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | +0.01% | +60.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2% | +117.44% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.7% | +1037.33% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +12.63% | 加仓 |
| 4 | UNH | Unitedhealth Group Inc | +0.5% | +33.56% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +6.08% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | +14.07% | 加仓 |
| 7 | LLY | Eli Lilly & Co | +0.4% | +13.55% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +6.64% | 加仓 |
| 9 | CRM | Salesforce Inc | +0.4% | +68.05% | 加仓 |
| 10 | ORCL | Oracle CORP | +0.4% | NEW | 新建仓 |
| 11 | BA | Boeing Co/the | +0.3% | +61.37% | 加仓 |
| 12 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +48.67% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.3% | +75.87% | 加仓 |
| 14 | TSLA | Tesla Inc | +0.3% | +131.46% | 加仓 |
| 15 | TXN | Texas Instruments Inc | +0.3% | +13.39% | 加仓 |
| 16 | FIS | Fidelity National Info Serv | +0.2% | +109.10% | 加仓 |
| 17 | APD | Air Products & Chemicals Inc | +0.2% | +32.98% | 加仓 |
| 18 | CVS | Cvs Health CORP | +0.2% | +169.75% | 加仓 |
| 19 | IR | Ingersoll-rand Inc | +0.2% | +75.82% | 加仓 |
| 20 | MSFT | Microsoft CORP | +0.2% | -0.98% | 减仓 |
| 21 | UBER | Uber Technologies Inc | +0.2% | +32.75% | 加仓 |
| 22 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +3.31% | 加仓 |
| 23 | MCD | Mcdonald's CORP | +0.1% | +60.06% | 加仓 |
| 24 | ISRG | Intuitive Surgical Inc | +0.1% | +139.81% | 加仓 |
| 25 | HON | Honeywell International Inc | +0.1% | +77.70% | 加仓 |
| 26 | LVS | Las Vegas Sands CORP | +0.1% | +903.62% | 加仓 |
| 27 | CARR | Carrier Global CORP | +0.1% | +3.41% | 加仓 |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +16.05% | 加仓 |
| 29 | PM | Philip Morris International | +0.1% | -0.55% | 减仓 |
| 30 | BEN | Franklin Resources Inc | -0.1% | -85.22% | 减仓 |
| 31 | WM | Waste Management Inc | -0.1% | -67.77% | 减仓 |
| 32 | CVX | Chevron CORP | -0.1% | -41.48% | 减仓 |
| 33 | NOW | Servicenow Inc | -0.1% | -28.03% | 减仓 |
| 34 | NICE | Nice LTD - Spon Adr | -0.1% | -13.17% | 减仓 |
| 35 | WSM | Williams-sonoma Inc | -0.2% | -69.55% | 减仓 |
| 36 | GEHC | GE Healthcare Technology | -0.2% | +0.29% | 加仓 |
| 37 | LIN | Linde plc | -0.2% | -10.25% | 减仓 |
| 38 | URI | United Rentals Inc | -0.2% | -7.99% | 减仓 |
| 39 | CRBG | Corebridge Financial Inc | -0.2% | EXIT | 清仓 |
| 40 | ABNB | Airbnb Inc-class A | -0.2% | -55.84% | 减仓 |
| 41 | SYK | Stryker CORP | -0.3% | -26.56% | 减仓 |
| 42 | MA | Mastercard Inc - A | -0.3% | -6.64% | 减仓 |
| 43 | NCLH | Norwegian Cruise Line Holdings Ltd. | -0.3% | EXIT | 清仓 |
| 44 | HD | Home Depot Inc | -0.3% | -12.29% | 减仓 |
| 45 | ODFL | Old Dominion Freight Line | -0.3% | -99.87% | 减仓 |
| 46 | MU | Micron Technology Inc | -0.4% | -53.19% | 减仓 |
| 47 | CNQ | Canadian Natural Resources | -0.5% | +41.75% | 加仓 |
| 48 | ABT | Abbott Laboratories | -0.9% | -31.85% | 减仓 |
| 49 | GE | General Electric | -0.9% | -19.11% | 减仓 |
| 50 | AVGO | Broadcom Inc | -1.4% | -36.78% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Capital Research Global Investors 在 Q2 2024 季度的美股持仓总市值约为 US$7168.7亿，共申报了 414 个公开持股仓位。
在 Q2 2024 季度，Capital Research Global Investors 按市值排列的前三大核心持股分别为：MSFT (7.6%)、META (4.3%)、AMZN (3.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.6% 的权重。
在 Q2 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 28 个仓位、减仓 19 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 ORCL。 本季清仓仓位包含 NCLH。
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。
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。
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。