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: 0001422849
申报总市值
US$8464.3亿
US$8464.3亿
536 檔
14.6%
在 Q2 2024 申报期间，Capital World Investors（CIK: 0001422849）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$8464.3亿，共持有 536 个公开申报仓位。
Capital World Investors 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 26 档持股的同时，亦同步清仓 2 档并减仓 20 档标的。
在资产配置集中度方面，Capital World Investors 的前 5 大核心持股（包含 AVGO, MSFT, META 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。
仅显示前 200 大持股（共 536 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 | AVGO | Broadcom Inc | 股票-科技 | 5.87% | +0.53% | -13.60% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.45% | -0.69% | -9.52% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.34% | -0.48% | +6.04% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.22% | +0.29% | -11.10% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.34% | -0.52% | +962.88% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.33% | +0.44% | -1.06% | |
| 7 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.04% | -0.02% | +4.46% | |
| 8 | PM | Philip Morris International | 股票-非周期性消费 | 1.91% | -0.16% | +3.89% | |
| 9 | CNQ | Canadian Natural Resources | 股票-能源 | 1.69% | -0.30% | +101.32% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.45% | +0.02% | +5.90% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.44% | +0.40% | +120.61% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 1.41% | -0.17% | -33.36% | |
| 13 | TSLA | Tesla Inc | 股票-周期性消费 | 1.38% | +0.09% | +9.24% | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 1.31% | -0.56% | +2.53% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.24% | +0.29% | +33.91% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.21% | +0.54% | +15.40% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.06% | +6.69% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.13% | +0.42% | -4.78% | |
| 19 | ASML | ASML Holding N.V. | 股票-科技 | 1.13% | +0.21% | +22.76% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 1.05% | +0.04% | -31.53% | |
| 21 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.97% | -0.01% | -2.63% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | +0.11% | +19.99% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.86% | -0.08% | -29.46% | |
| 24 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.85% | -0.17% | -9.76% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.82% | -0.41% | +10.76% | |
| 26 | SLB | Slb LTD | 股票-能源 | 0.80% | -0.07% | +16.86% | |
| 27 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.79% | -0.09% | -0.35% | |
| 28 | BX | Blackstone Inc | 股票-金融 | 0.75% | -0.01% | +2.39% | |
| 29 | TDG | Transdigm Group Inc | 股票-工业 | 0.74% | -0.07% | +0.02% | |
| 30 | SNPS | Synopsys Inc | 股票-科技 | 0.72% | — | +0.34% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.69% | +0.15% | +1.41% | |
| 32 | EOG | Eog Resources Inc | 股票-能源 | 0.67% | -0.17% | +22.42% | |
| 33 | MSI | Motorola Solutions Inc | 股票-科技 | 0.67% | — | -5.37% | |
| 34 | HAL | Halliburton Co | 股票-能源 | 0.66% | -0.01% | -1.49% | |
| 35 | LIN | Linde plc | 股票-原材料 | 0.62% | — | -6.10% | |
| 36 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.61% | -0.07% | +2.62% | |
| 37 | APO | Apollo Global Management Inc | 股票-金融 | 0.61% | -0.03% | -0.67% | |
| 38 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.60% | +0.10% | +6.77% | |
| 39 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 0.59% | -0.09% | +17.06% | |
| 40 | MU | Micron Technology Inc | 股票-科技 | 0.59% | +2.08% | +20.39% | |
| 41 | GE | General Electric | 股票-工业 | 0.59% | +0.10% | +77.22% | |
| 42 | AON | Aon plc | 股票-金融 | 0.58% | -0.05% | +23.50% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | -0.05% | +2.37% | |
| 44 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.54% | +0.16% | +27.98% | |
| 45 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.53% | -0.15% | +0.91% | |
| 46 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.52% | -0.09% | -2.13% | |
| 47 | CARR | Carrier Global CORP | 股票-工业 | 0.50% | +0.02% | -13.95% | |
| 48 | TGT | Target CORP | 股票-周期性消费 | 0.50% | — | -18.88% | |
| 49 | MO | Altria Group Inc | 股票-非周期性消费 | 0.50% | -0.01% | -5.61% | |
| 50 | EXR | Extra Space Storage Inc | 股票-房地产 | 0.50% | -0.02% | +20.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +120.61% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.7% | +962.88% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.4% | +33.91% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +15.40% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +5.90% | 加仓 |
| 6 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +4.46% | 加仓 |
| 7 | ALNY | Alnylam Pharmaceuticals Inc | +0.3% | +17.06% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +6.04% | 加仓 |
| 9 | ASML | ASML Holding N.V. | +0.3% | +22.76% | 加仓 |
| 10 | TSLA | Tesla Inc | +0.2% | +9.24% | 加仓 |
| 11 | PM | Philip Morris International | +0.2% | +3.89% | 加仓 |
| 12 | GE | General Electric | +0.2% | +77.22% | 加仓 |
| 13 | BAC | Bank Of America CORP | +0.2% | +70.74% | 加仓 |
| 14 | IR | Ingersoll-rand Inc | +0.2% | +287.76% | 加仓 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -4.78% | 减仓 |
| 16 | AVGO | Broadcom Inc | +0.2% | -13.60% | 减仓 |
| 17 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +121.49% | 加仓 |
| 18 | DE | Deere & Co | +0.2% | +114.11% | 加仓 |
| 19 | DELL | Dell Technologies -c | +0.2% | +83.68% | 加仓 |
| 20 | ABBV | Abbvie Inc | +0.2% | +135.15% | 加仓 |
| 21 | MU | Micron Technology Inc | +0.2% | +20.39% | 加仓 |
| 22 | NFLX | Netflix Inc | +0.1% | +2.53% | 加仓 |
| 23 | ETN | Eaton Corporation plc | +0.1% | +92.65% | 加仓 |
| 24 | AXP | American Express Co | +0.1% | NEW | 新建仓 |
| 25 | T | At&t Inc | +0.1% | NEW | 新建仓 |
| 26 | EOG | Eog Resources Inc | +0.1% | +22.42% | 加仓 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +19.99% | 加仓 |
| 28 | EXR | Extra Space Storage Inc | +0.1% | +20.66% | 加仓 |
| 29 | WPM | Wheaton Precious Metals CORP | +0.1% | +28.97% | 加仓 |
| 30 | LLY | Eli Lilly & Co | +0.1% | -11.10% | 减仓 |
| 31 | SHW | Sherwin-williams Co/the | -0.1% | -72.05% | 减仓 |
| 32 | PFE | Pfizer Inc | -0.1% | -21.76% | 减仓 |
| 33 | NOC | Northrop Grumman CORP | -0.1% | -39.99% | 减仓 |
| 34 | INTU | Intuit Inc | -0.1% | EXIT | 清仓 |
| 35 | CNQ | Canadian Natural Resources | -0.1% | +101.32% | 加仓 |
| 36 | XYZ | Block Inc | -0.1% | -70.07% | 减仓 |
| 37 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清仓 |
| 38 | ABNB | Airbnb Inc-class A | -0.1% | -21.37% | 减仓 |
| 39 | UBER | Uber Technologies Inc | -0.1% | -24.54% | 减仓 |
| 40 | HAL | Halliburton Co | -0.1% | -1.49% | 减仓 |
| 41 | DLTR | Dollar Tree Inc | -0.2% | -37.45% | 减仓 |
| 42 | GILD | Gilead Sciences Inc | -0.2% | -9.76% | 减仓 |
| 43 | TRP | Tc Energy CORP | -0.2% | -71.79% | 减仓 |
| 44 | CSX | Csx CORP | -0.2% | -78.82% | 减仓 |
| 45 | TGT | Target CORP | -0.2% | -18.88% | 减仓 |
| 46 | CRM | Salesforce Inc | -0.3% | -22.26% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.3% | -9.52% | 减仓 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.4% | -29.46% | 减仓 |
| 49 | CAT | Caterpillar Inc | -0.7% | -31.53% | 减仓 |
| 50 | HD | Home Depot Inc | -1% | -33.36% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Capital World Investors 在 Q2 2024 季度的美股持仓总市值约为 US$8464.3亿，共申报了 536 个公开持股仓位。
在 Q2 2024 季度，Capital World Investors 按市值排列的前三大核心持股分别为：AVGO (5.9%)、MSFT (5.5%)、META (3.3%)。其中最大持股仓位 AVGO 占据整体投资组合约 5.9% 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
AXP
市值: US$8.4亿
本季最大获利了结 / 清仓标的
PXDEUR
前期市值: US$8.4亿
在 Q2 2024 季度中，Capital World Investors 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 26 个仓位、减仓 20 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AXP。 本季清仓仓位包含 PXDEUR。
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。