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
438 檔
15.6%
Q4 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 438 个不同之权益投资仓位。
Capital Research Global Investors 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 30 个全新仓位及加仓 77 档持股的同时，亦同步清仓 14 档并减仓 79 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, AVGO 等）合计占整体申报市值的 15.6%，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 | 6.52% | -0.59% | -1.63% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.44% | +0.37% | -1.26% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.27% | +0.39% | -3.03% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.01% | +0.18% | -4.09% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.72% | -0.12% | +1.06% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.80% | +0.55% | +16.19% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.87% | -0.11% | -0.09% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 1.80% | -0.18% | -4.71% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | +0.44% | +3.81% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.71% | -0.02% | +16.12% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 1.66% | -0.14% | -0.96% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.53% | +0.32% | +0.76% | |
| 13 | UBER | Uber Technologies Inc | 股票-工业 | 1.47% | +0.02% | +78.97% | |
| 14 | GE | General Electric | 股票-工业 | 1.44% | +0.08% | -20.24% | |
| 15 | BA | Boeing Co/the | 股票-工业 | 1.41% | +0.14% | +49.81% | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.34% | +0.31% | -7.47% | |
| 17 | PM | Philip Morris International | 股票-非周期性消费 | 1.26% | +0.08% | -9.75% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.26% | -0.32% | +1.49% | |
| 19 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.24% | +0.01% | +2.34% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | +0.02% | +9.15% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.11% | -0.25% | -15.92% | |
| 22 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.10% | -0.25% | -6.24% | |
| 23 | CARR | Carrier Global CORP | 股票-工业 | 1.06% | +0.07% | -20.70% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.00% | +0.07% | +5.48% | |
| 25 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.98% | -0.23% | +4.48% | |
| 26 | NFLX | Netflix Inc | 股票-通信服务 | 0.91% | -0.33% | -7.11% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.89% | -0.08% | +16.82% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 0.89% | -0.03% | -36.35% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.86% | -0.11% | +15.85% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.85% | -0.05% | -3.26% | |
| 31 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.84% | +0.01% | +8.04% | |
| 32 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.79% | -0.04% | -6.91% | |
| 33 | LIN | Linde plc | 股票-原材料 | 0.79% | +0.03% | +6.40% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | -0.25% | +3.86% | |
| 35 | EOG | Eog Resources Inc | 股票-能源 | 0.75% | -0.19% | -8.32% | |
| 36 | BLK | Blackrock Inc | 股票-金融 | 0.69% | -0.09% | — | |
| 37 | TSLA | Tesla Inc | 股票-周期性消费 | 0.65% | — | -26.25% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | +0.01% | +5.25% | |
| 39 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 0.62% | — | +26.45% | |
| 40 | CNQ | Canadian Natural Resources | 股票-能源 | 0.61% | -0.60% | -4.93% | |
| 41 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.61% | -0.01% | -7.30% | |
| 42 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 0.60% | — | -13.19% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.56% | +0.01% | +44.81% | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.55% | -0.42% | +1.75% | |
| 45 | AIG | American International Group | 股票-金融 | 0.52% | -0.04% | +1.40% | |
| 46 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.52% | -0.09% | -31.36% | |
| 47 | NU | Nu Holdings Ltd. | 股票-金融 | 0.51% | -0.02% | -3.68% | |
| 48 | SYK | Stryker CORP | 股票-医疗保健 | 0.51% | -0.22% | -2.99% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.51% | -0.15% | +1.50% | |
| 50 | TDG | Transdigm Group Inc | 股票-工业 | 0.50% | +0.01% | +4.79% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -3.03% | 减仓 |
| 2 | BLK | Blackrock Inc | +0.7% | NEW | 新建仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +16.19% | 加仓 |
| 4 | BA | Boeing Co/the | +0.6% | +49.81% | 加仓 |
| 5 | UBER | Uber Technologies Inc | +0.4% | +78.97% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.4% | -4.09% | 减仓 |
| 7 | CRM | Salesforce Inc | +0.3% | -0.96% | 减仓 |
| 8 | AAPL | Apple Inc | +0.3% | +1.06% | 加仓 |
| 9 | MS | Morgan Stanley | +0.2% | +44.81% | 加仓 |
| 10 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | -7.47% | 减仓 |
| 11 | NVDA | Nvidia CORP | +0.2% | +3.81% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +9.15% | 加仓 |
| 13 | WFC | Wells Fargo & Co | +0.2% | +932.01% | 加仓 |
| 14 | CNP | Centerpoint Energy Inc | +0.2% | +156.41% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +0.76% | 加仓 |
| 16 | EXE | Expand Energy CORP | +0.2% | +475.45% | 加仓 |
| 17 | PYPL | Paypal Holdings Inc | +0.2% | +108.17% | 加仓 |
| 18 | IP | International Paper Co | +0.2% | +68.83% | 加仓 |
| 19 | AKX | Ansys Inc | +0.1% | NEW | 新建仓 |
| 20 | ANET | Arista Networks Inc | +0.1% | NEW | 新建仓 |
| 21 | LVS | Las Vegas Sands CORP | +0.1% | +26.45% | 加仓 |
| 22 | MU | Micron Technology Inc | +0.1% | +139.72% | 加仓 |
| 23 | NFLX | Netflix Inc | +0.1% | -7.11% | 减仓 |
| 24 | ACN | Accenture plc | +0.1% | +16.82% | 加仓 |
| 25 | AXP | American Express Co | +0.1% | +186.29% | 加仓 |
| 26 | XPO | Xpo Inc | +0.1% | +18.46% | 加仓 |
| 27 | AFRM | Affirm Holdings Inc | +0.1% | +1.98% | 加仓 |
| 28 | PG | Procter & Gamble Co/the | +0.1% | +62.54% | 加仓 |
| 29 | ADP | Automatic Data Processing | +0.1% | +26.86% | 加仓 |
| 30 | LW | Lamb Weston Holdings Inc | +0.1% | NEW | 新建仓 |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +25.54% | 加仓 |
| 32 | PCG | P G & E CORP | +0.1% | +70.27% | 加仓 |
| 33 | FND | Floor & Decor Holdings Inc-a | +0.1% | +76.80% | 加仓 |
| 34 | CAT | Caterpillar Inc | +0.1% | +69.30% | 加仓 |
| 35 | NVT | nVent Electric plc | +0.1% | NEW | 新建仓 |
| 36 | TSLA | Tesla Inc | +0.1% | -26.25% | 减仓 |
| 37 | AMT | American Tower CORP | +0.1% | +66.54% | 加仓 |
| 38 | COST | Costco Wholesale CORP | +0.1% | +79.46% | 加仓 |
| 39 | BAC | Bank Of America CORP | +0.1% | +1600.23% | 加仓 |
| 40 | SBUX | Starbucks CORP | +0.1% | +167.62% | 加仓 |
| 41 | HTHT | H World Group Ltd-adr | +0.1% | NEW | 新建仓 |
| 42 | PGR | Progressive CORP | +0.1% | +34.31% | 加仓 |
| 43 | WFRD | Weatherford International plc | +0.1% | +295.87% | 加仓 |
| 44 | KO | Coca-cola Co/the | +0.1% | +119.00% | 加仓 |
| 45 | ALB | Albemarle CORP | +0.1% | +120.23% | 加仓 |
| 46 | TJX | Tjx Companies Inc | +0.1% | +689.57% | 加仓 |
| 47 | STX | Seagate Technology Holdings plc | +0.1% | +56.51% | 加仓 |
| 48 | DOW | Dow Inc | +0.1% | NEW | 新建仓 |
| 49 | SHW | Sherwin-williams Co/the | +0.1% | +47.14% | 加仓 |
| 50 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Capital Research Global Investors 在 Q4 2024 季度的美股持仓总市值约为 US$7168.7亿，共申报了 438 个公开持股仓位。
在 Q4 2024 季度，Capital Research Global Investors 按市值排列的前三大核心持股分别为：MSFT (6.5%)、META (4.4%)、AVGO (4.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.5% 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
BLK
市值: US$33.4亿
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$44.6亿
在 Q4 2024 季度中，Capital Research Global Investors 共进行了 200 项持仓异动，包含新建仓 30 个仓位、加仓 77 个仓位、减仓 79 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。