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
415 檔
14.5%
在 Q3 2024 申报期间，Capital Research Global Investors（CIK: 0001422848）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$7168.7亿，共持有 415 个公开申报仓位。
Capital Research Global Investors 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 20 个全新仓位及加仓 89 档持股的同时，亦同步清仓 17 档并减仓 74 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, META, AMZN 等）合计占整体申报市值的 14.5%，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 415 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 | 6.83% | -0.59% | -1.31% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.45% | +0.37% | -4.08% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.59% | +0.18% | -0.15% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.46% | -0.12% | +3.38% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.32% | +0.39% | +739.04% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.19% | -0.11% | +2.35% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.14% | +0.55% | +1.10% | |
| 8 | GE | General Electric | 股票-工业 | 2.06% | +0.08% | -17.39% | |
| 9 | RTX | Rtx CORP | 股票-工业 | 2.00% | -0.18% | -13.11% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.71% | -0.02% | +1.58% | |
| 11 | CARR | Carrier Global CORP | 股票-工业 | 1.59% | +0.07% | -0.28% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.44% | -16.62% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 1.55% | -0.03% | +10.88% | |
| 14 | PM | Philip Morris International | 股票-非周期性消费 | 1.42% | +0.08% | -5.92% | |
| 15 | CRM | Salesforce Inc | 股票-科技 | 1.39% | -0.14% | +0.79% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.36% | +0.01% | +0.06% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.35% | +0.32% | -4.21% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.26% | -0.32% | -6.88% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.25% | -0.25% | -4.42% | |
| 20 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.14% | -0.23% | +7.53% | |
| 21 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.12% | +0.31% | +0.80% | |
| 22 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.08% | -0.25% | +2.27% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.05% | -0.05% | -0.60% | |
| 24 | UBER | Uber Technologies Inc | 股票-工业 | 1.03% | +0.02% | +24.47% | |
| 25 | URI | United Rentals Inc | 股票-工业 | 1.03% | -0.01% | +4.53% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 0.99% | +0.07% | -0.24% | |
| 27 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.95% | +0.01% | -4.06% | |
| 28 | BLKCHF | Blackrock Inc | 股票-其他 | 0.93% | — | +3.75% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | +0.02% | +4.84% | |
| 30 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.89% | -0.04% | -4.23% | |
| 31 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.87% | -0.11% | +5.42% | |
| 32 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.87% | -0.01% | +9.25% | |
| 33 | LIN | Linde plc | 股票-原材料 | 0.86% | +0.03% | -1.04% | |
| 34 | EOG | Eog Resources Inc | 股票-能源 | 0.83% | -0.19% | +5.94% | |
| 35 | BA | Boeing Co/the | 股票-工业 | 0.82% | +0.14% | -2.75% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.25% | +3.28% | |
| 37 | NFLX | Netflix Inc | 股票-通信服务 | 0.79% | -0.33% | -5.45% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.77% | -0.08% | +9.28% | |
| 39 | NU | Nu Holdings Ltd. | 股票-金融 | 0.70% | -0.02% | +14.02% | |
| 40 | CNQ | Canadian Natural Resources | 股票-能源 | 0.70% | -0.60% | -8.83% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.64% | +0.01% | +15.58% | |
| 42 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 0.64% | — | +1.84% | |
| 43 | MDT | Medtronic plc | 股票-医疗保健 | 0.61% | -0.42% | +2.84% | |
| 44 | TSLA | Tesla Inc | 股票-周期性消费 | 0.58% | — | -0.31% | |
| 45 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.58% | -0.09% | -4.77% | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.56% | — | -11.85% | |
| 47 | TDG | Transdigm Group Inc | 股票-工业 | 0.54% | +0.01% | -9.70% | |
| 48 | DTE | Dte Energy Company | 股票-公用事业 | 0.54% | -0.05% | -6.82% | |
| 49 | TRP | Tc Energy CORP | 股票-能源 | 0.53% | -0.04% | +0.31% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.53% | -0.22% | -3.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LVS | Las Vegas Sands CORP | +0.4% | +230.31% | 加仓 |
| 2 | PNC | Pnc Financial Services Group | +0.3% | +132.17% | 加仓 |
| 3 | AAPL | Apple Inc | +0.3% | +3.38% | 加仓 |
| 4 | CARR | Carrier Global CORP | +0.3% | -0.28% | 减仓 |
| 5 | UNH | Unitedhealth Group Inc | +0.2% | +2.35% | 加仓 |
| 6 | GEHC | GE Healthcare Technology | +0.2% | +7.53% | 加仓 |
| 7 | URI | United Rentals Inc | +0.2% | +4.53% | 加仓 |
| 8 | SW | Smurfit Westrock Plc | +0.2% | NEW | 新建仓 |
| 9 | UBER | Uber Technologies Inc | +0.2% | +24.47% | 加仓 |
| 10 | GILD | Gilead Sciences Inc | +0.2% | +2.27% | 加仓 |
| 11 | TXN | Texas Instruments Inc | +0.2% | +10.88% | 加仓 |
| 12 | FCNCA | First Citizens Bcshs -cl A | +0.2% | +186.48% | 加仓 |
| 13 | IP | International Paper Co | +0.2% | +787.87% | 加仓 |
| 14 | BLKCHF | Blackrock Inc | +0.2% | +3.75% | 加仓 |
| 15 | MCD | Mcdonald's CORP | +0.2% | +15.58% | 加仓 |
| 16 | MS | Morgan Stanley | +0.2% | +73.88% | 加仓 |
| 17 | PGR | Progressive CORP | +0.2% | +124.39% | 加仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -4.08% | 减仓 |
| 19 | PYPL | Paypal Holdings Inc | +0.1% | NEW | 新建仓 |
| 20 | ACN | Accenture plc | +0.1% | +9.28% | 加仓 |
| 21 | FLUT | Flutter Entertainment plc | +0.1% | +1.84% | 加仓 |
| 22 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | +61.07% | 加仓 |
| 23 | SE | Sea Ltd-adr | +0.1% | NEW | 新建仓 |
| 24 | TSLA | Tesla Inc | +0.1% | -0.31% | 减仓 |
| 25 | CB | Chubb Limited | +0.1% | +18.94% | 加仓 |
| 26 | DHI | Dr Horton Inc | +0.1% | +2.77% | 加仓 |
| 27 | ABBV | Abbvie Inc | +0.1% | +0.06% | 加仓 |
| 28 | MELI | Mercadolibre Inc | +0.1% | -4.06% | 减仓 |
| 29 | HD | Home Depot Inc | +0.1% | -0.24% | 减仓 |
| 30 | PM | Philip Morris International | +0.1% | -5.92% | 减仓 |
| 31 | DASH | Doordash Inc - A | +0.1% | +1.44% | 加仓 |
| 32 | VICI | Vici Properties Inc | +0.1% | +18.30% | 加仓 |
| 33 | NU | Nu Holdings Ltd. | +0.1% | +14.02% | 加仓 |
| 34 | TRP | Tc Energy CORP | +0.1% | +0.31% | 加仓 |
| 35 | TSCO | Tractor Supply Company | +0.1% | +1436.21% | 加仓 |
| 36 | MOH | Molina Healthcare Inc | +0.1% | +27.28% | 加仓 |
| 37 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +0.80% | 加仓 |
| 38 | FCX | Freeport-mcmoran Inc | +0.1% | +9.25% | 加仓 |
| 39 | MDT | Medtronic plc | +0.1% | +2.84% | 加仓 |
| 40 | ORCL | Oracle CORP | +0.1% | +3.26% | 加仓 |
| 41 | UNP | Union Pacific CORP | +0.1% | +9.98% | 加仓 |
| 42 | PODD | Insulet CORP | +0.1% | +8.69% | 加仓 |
| 43 | APO | Apollo Global Management Inc | +0.1% | +30.83% | 加仓 |
| 44 | ISRG | Intuitive Surgical Inc | +0.1% | +19.72% | 加仓 |
| 45 | ECL | Ecolab Inc | +0.1% | NEW | 新建仓 |
| 46 | RHI | Robert Half Inc | +0.1% | NEW | 新建仓 |
| 47 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.60% | 减仓 |
| 48 | SHOP | Shopify Inc - Class A | +0.1% | -4.77% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +15.76% | 加仓 |
| 50 | PCVX | Vaxcyte Inc | +0.1% | +18.50% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Capital Research Global Investors 在 Q3 2024 季度的美股持仓总市值约为 US$7168.7亿，共申报了 415 个公开持股仓位。
在 Q3 2024 季度，Capital Research Global Investors 按市值排列的前三大核心持股分别为：MSFT (6.8%)、META (4.5%)、AMZN (3.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.8% 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
SW
市值: US$9.0亿
本季最大获利了结 / 清仓标的
MSCI
前期市值: US$6.8亿
在 Q3 2024 季度中，Capital Research Global Investors 共进行了 200 项持仓异动，包含新建仓 20 个仓位、加仓 89 个仓位、减仓 74 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 SW。 本季清仓仓位包含 MSCI。
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。