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: 0001422849
申报总市值
US$8464.3亿
US$8464.3亿
534 檔
14.5%
根据最新整理的 13F 季度数据集，Capital World Investors 于 Q3 2024 结束时的管理资产规模为 US$8464.3亿。该机构在本季度申报了 534 档美股持仓，呈现出该时期的主要投资地图。
Capital World Investors 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 11 个全新仓位及加仓 88 档持股的同时，亦同步清仓 8 档并减仓 89 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 14.5%，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 534 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 | 5.65% | +0.53% | +843.08% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.60% | -0.69% | -7.73% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.48% | -0.48% | -3.54% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.80% | +0.29% | -6.68% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | -0.52% | +13.87% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.38% | +0.44% | -6.36% | |
| 7 | PM | Philip Morris International | 股票-非周期性消费 | 2.23% | -0.16% | +2.42% | |
| 8 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.93% | -0.02% | +0.38% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.74% | +0.09% | +0.24% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.57% | +0.40% | +3.21% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.50% | -0.17% | -5.18% | |
| 12 | CNQ | Canadian Natural Resources | 股票-能源 | 1.44% | -0.30% | -4.03% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.39% | +0.29% | +22.17% | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 1.29% | -0.56% | -1.20% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | -0.06% | -6.42% | |
| 16 | CAT | Caterpillar Inc | 股票-工业 | 1.06% | +0.04% | -9.35% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | +0.02% | -17.61% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | +0.54% | -2.03% | |
| 19 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.99% | -0.17% | +0.39% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | +0.11% | +1.78% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.95% | +0.42% | -11.84% | |
| 22 | BX | Blackstone Inc | 股票-金融 | 0.90% | -0.01% | +1.66% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.89% | -0.08% | -2.02% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.84% | -0.41% | +1.78% | |
| 25 | EOG | Eog Resources Inc | 股票-能源 | 0.83% | -0.17% | +33.13% | |
| 26 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.82% | -0.01% | -16.54% | |
| 27 | TDG | Transdigm Group Inc | 股票-工业 | 0.80% | -0.07% | +2.83% | |
| 28 | ASML | ASML Holding N.V. | 股票-科技 | 0.76% | +0.21% | -12.70% | |
| 29 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 0.70% | -0.09% | +10.27% | |
| 30 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.70% | -0.09% | -7.34% | |
| 31 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | -0.16% | +935.41% | |
| 32 | MSI | Motorola Solutions Inc | 股票-科技 | 0.69% | — | -7.24% | |
| 33 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.65% | -0.09% | +8.01% | |
| 34 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.65% | +0.10% | +1.28% | |
| 35 | GE | General Electric | 股票-工业 | 0.65% | +0.10% | -1.46% | |
| 36 | AON | Aon plc | 股票-金融 | 0.65% | -0.05% | +0.27% | |
| 37 | LIN | Linde plc | 股票-原材料 | 0.64% | — | -0.98% | |
| 38 | EXR | Extra Space Storage Inc | 股票-房地产 | 0.62% | -0.02% | +12.98% | |
| 39 | APO | Apollo Global Management Inc | 股票-金融 | 0.61% | -0.03% | +0.14% | |
| 40 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.61% | -0.07% | -0.50% | |
| 41 | CARR | Carrier Global CORP | 股票-工业 | 0.59% | +0.02% | -2.21% | |
| 42 | BLKCHF | Blackrock Inc | 股票-其他 | 0.59% | — | +24.41% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.56% | -0.15% | +0.87% | |
| 44 | FISV | Fiserv Inc | 股票-其他 | 0.56% | -0.01% | +1.49% | |
| 45 | SNPS | Synopsys Inc | 股票-科技 | 0.56% | — | -3.11% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | -0.05% | +1.45% | |
| 47 | FE | Firstenergy CORP | 股票-公用事业 | 0.54% | -0.10% | +0.03% | |
| 48 | HAL | Halliburton Co | 股票-能源 | 0.51% | -0.01% | -4.89% | |
| 49 | MO | Altria Group Inc | 股票-非周期性消费 | 0.51% | -0.01% | -3.70% | |
| 50 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 0.51% | -0.02% | +1.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SBUX | Starbucks CORP | +0.6% | +935.41% | 加仓 |
| 2 | TSLA | Tesla Inc | +0.4% | +0.24% | 加仓 |
| 3 | PM | Philip Morris International | +0.3% | +2.42% | 加仓 |
| 4 | NKE | Nike Inc -cl B | +0.2% | +288.53% | 加仓 |
| 5 | CFG | Citizens Financial Group | +0.2% | +272271.93% | 加仓 |
| 6 | ABBV | Abbvie Inc | +0.2% | +50.25% | 加仓 |
| 7 | BLKCHF | Blackrock Inc | +0.2% | +24.41% | 加仓 |
| 8 | EOG | Eog Resources Inc | +0.2% | +33.13% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | +13.87% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +22.17% | 加仓 |
| 11 | BX | Blackstone Inc | +0.2% | +1.66% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | -3.54% | 减仓 |
| 13 | GILD | Gilead Sciences Inc | +0.1% | +0.39% | 加仓 |
| 14 | AAPL | Apple Inc | +0.1% | +3.21% | 加仓 |
| 15 | SHOP | Shopify Inc - Class A | +0.1% | +8.01% | 加仓 |
| 16 | EXR | Extra Space Storage Inc | +0.1% | +12.98% | 加仓 |
| 17 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | +10.27% | 加仓 |
| 18 | FLUT | Flutter Entertainment plc | +0.1% | +1.44% | 加仓 |
| 19 | MAA | Mid-america Apartment Comm | +0.1% | NEW | 新建仓 |
| 20 | MELI | Mercadolibre Inc | +0.1% | +14.39% | 加仓 |
| 21 | TCOM | Trip.com Group Ltd-adr | +0.1% | +3.99% | 加仓 |
| 22 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +28.37% | 加仓 |
| 23 | HD | Home Depot Inc | +0.1% | -5.18% | 减仓 |
| 24 | CARR | Carrier Global CORP | +0.1% | -2.21% | 减仓 |
| 25 | BN | Brookfield CORP | +0.1% | +2.27% | 加仓 |
| 26 | FISV | Fiserv Inc | +0.1% | +1.49% | 加仓 |
| 27 | ALB | Albemarle CORP | +0.1% | +1607.82% | 加仓 |
| 28 | AON | Aon plc | +0.1% | +0.27% | 加仓 |
| 29 | TDG | Transdigm Group Inc | +0.1% | +2.83% | 加仓 |
| 30 | GE | General Electric | +0.1% | -1.46% | 减仓 |
| 31 | KKR | Kkr & Co Inc | +0.1% | +1.46% | 加仓 |
| 32 | CEG | Constellation Energy | +0.1% | -1.55% | 减仓 |
| 33 | T | At&t Inc | +0.1% | +30.85% | 加仓 |
| 34 | AXON | Axon Enterprise Inc | +0.1% | NEW | 新建仓 |
| 35 | EXK | Exact Sciences CORP | +0.1% | -4.00% | 减仓 |
| 36 | UNH | Unitedhealth Group Inc | +0.1% | -6.36% | 减仓 |
| 37 | KDP | Keurig Dr Pepper Inc | +0.1% | +1.28% | 加仓 |
| 38 | FE | Firstenergy CORP | +0.1% | +0.03% | 加仓 |
| 39 | LMT | Lockheed Martin CORP | +0.1% | -0.23% | 减仓 |
| 40 | ORCL | Oracle CORP | 0% | -0.11% | 减仓 |
| 41 | DE | Deere & Co | 0% | +4.70% | 加仓 |
| 42 | MCD | Mcdonald's CORP | 0% | +9.09% | 加仓 |
| 43 | DASH | Doordash Inc - A | 0% | +0.69% | 加仓 |
| 44 | PSA | Public Storage | 0% | +129.95% | 加仓 |
| 45 | URI | United Rentals Inc | 0% | -1.51% | 减仓 |
| 46 | TEL | TE Connectivity plc | 0% | NEW | 新建仓 |
| 47 | TLN | Talen Energy CORP | 0% | NEW | 新建仓 |
| 48 | BRO | Brown & Brown Inc | 0% | +154.55% | 加仓 |
| 49 | TMO | Thermo Fisher Scientific Inc | 0% | -2.02% | 减仓 |
| 50 | CB | Chubb Limited | 0% | +0.22% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Capital World Investors 在 Q3 2024 季度的美股持仓总市值约为 US$8464.3亿，共申报了 534 个公开持股仓位。
在 Q3 2024 季度，Capital World Investors 按市值排列的前三大核心持股分别为：AVGO (5.7%)、MSFT (4.6%)、META (3.5%)。其中最大持股仓位 AVGO 占据整体投资组合约 5.7% 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
MAA
市值: US$7.2亿
本季最大获利了结 / 清仓标的
TEL
前期市值: US$8.4亿
在 Q3 2024 季度中，Capital World Investors 共进行了 196 项持仓异动，包含新建仓 11 个仓位、加仓 88 个仓位、减仓 89 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 MAA。 本季清仓仓位包含 TEL。
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。