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
543 檔
15.8%
Capital World Investors 在 Q4 2024 季度的美股仓位总计估值为 US$8464.3亿，分散于 543 个持仓标的之中，反映其市场参与广度与投资规模。
Capital World Investors 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 87 档持股的同时，亦同步清仓 10 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 15.8%，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 543 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 | 6.93% | +0.53% | -6.84% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.37% | -0.69% | -0.90% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.58% | -0.48% | +2.91% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.87% | -0.52% | +6.46% | |
| 5 | TSLA | Tesla Inc | 股票-周期性消费 | 2.53% | +0.09% | -3.72% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.29% | +0.29% | -3.95% | |
| 7 | PM | Philip Morris International | 股票-非周期性消费 | 2.24% | -0.16% | +3.56% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.19% | +0.29% | +36.81% | |
| 9 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.73% | -0.02% | +5.65% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.65% | +0.44% | -18.01% | |
| 11 | NFLX | Netflix Inc | 股票-通信服务 | 1.59% | -0.56% | +0.14% | |
| 12 | CNQ | Canadian Natural Resources | 股票-能源 | 1.25% | -0.30% | -4.50% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.22% | +0.40% | -25.77% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.16% | -0.17% | -17.43% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | +0.11% | +1.05% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.09% | +0.54% | -4.90% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.07% | +0.42% | +0.83% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.06% | -15.98% | |
| 19 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.01% | -0.17% | -6.33% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.93% | +0.02% | -19.75% | |
| 21 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.91% | -0.01% | -4.11% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 0.90% | +0.04% | -6.21% | |
| 23 | BX | Blackstone Inc | 股票-金融 | 0.86% | -0.01% | -12.98% | |
| 24 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.86% | -0.09% | +0.94% | |
| 25 | EOG | Eog Resources Inc | 股票-能源 | 0.85% | -0.17% | +5.20% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.81% | -0.41% | +8.63% | |
| 27 | APO | Apollo Global Management Inc | 股票-金融 | 0.79% | -0.03% | +0.23% | |
| 28 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.76% | -0.16% | +20.05% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.74% | -0.08% | +1.12% | |
| 30 | LIN | Linde plc | 股票-原材料 | 0.73% | — | +34.43% | |
| 31 | TDG | Transdigm Group Inc | 股票-工业 | 0.73% | -0.07% | +4.28% | |
| 32 | MSI | Motorola Solutions Inc | 股票-科技 | 0.69% | — | -0.12% | |
| 33 | AON | Aon plc | 股票-金融 | 0.66% | -0.05% | +0.24% | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.64% | -0.01% | — | |
| 35 | FISV | Fiserv Inc | 股票-其他 | 0.61% | -0.01% | -2.90% | |
| 36 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 0.61% | -0.02% | +11.86% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.60% | +0.08% | +42.92% | |
| 38 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 0.59% | -0.09% | +0.56% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | -0.18% | +23.93% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.59% | -0.15% | +0.16% | |
| 41 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.58% | +0.06% | +0.74% | |
| 42 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.57% | -0.07% | -0.32% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.56% | -0.05% | +0.48% | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.55% | -0.05% | +14.80% | |
| 45 | SNPS | Synopsys Inc | 股票-科技 | 0.54% | — | +1.60% | |
| 46 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.53% | +0.10% | -2.73% | |
| 47 | MU | Micron Technology Inc | 股票-科技 | 0.53% | +2.08% | +63.71% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.52% | -0.12% | -7.89% | |
| 49 | BN | Brookfield CORP | 股票-金融 | 0.51% | -0.05% | +3.11% | |
| 50 | DFSEUR | Discover Financial Services | 股票-其他 | 0.51% | — | -6.65% |
| # | 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% | -6.84% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.8% | +36.81% | 加仓 |
| 3 | TSLA | Tesla Inc | +0.8% | -3.72% | 减仓 |
| 4 | BLK | Blackrock Inc | +0.6% | NEW | 新建仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | +6.46% | 加仓 |
| 6 | IBM | Intl Business Machines CORP | +0.3% | +413.46% | 加仓 |
| 7 | NFLX | Netflix Inc | +0.3% | +0.14% | 加仓 |
| 8 | ILMN | Illumina Inc | +0.3% | +408.60% | 加仓 |
| 9 | C | Citigroup Inc | +0.3% | +455.16% | 加仓 |
| 10 | HON | Honeywell International Inc | +0.2% | NEW | 新建仓 |
| 11 | AMGN | Amgen Inc | +0.2% | +1291.98% | 加仓 |
| 12 | BA | Boeing Co/the | +0.2% | +42.92% | 加仓 |
| 13 | SHOP | Shopify Inc - Class A | +0.2% | +0.94% | 加仓 |
| 14 | APO | Apollo Global Management Inc | +0.2% | +0.23% | 加仓 |
| 15 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +14.80% | 加仓 |
| 16 | BA 6 10-15-27债券 | Boeing Co/the | +0.2% | NEW | 新建仓 |
| 17 | BAC | Bank Of America CORP | +0.2% | +23.93% | 加仓 |
| 18 | V | Visa Inc-class A Shares | +0.1% | +1.05% | 加仓 |
| 19 | NET | Cloudflare Inc - Class A | +0.1% | +0.74% | 加仓 |
| 20 | MU | Micron Technology Inc | +0.1% | +63.71% | 加仓 |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.83% | 加仓 |
| 22 | ANET | Arista Networks Inc | +0.1% | NEW | 新建仓 |
| 23 | CTVA | Corteva Inc | +0.1% | +2874.62% | 加仓 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +2.91% | 加仓 |
| 25 | FLUT | Flutter Entertainment plc | +0.1% | +11.86% | 加仓 |
| 26 | AXON | Axon Enterprise Inc | +0.1% | +86.42% | 加仓 |
| 27 | BSX | Boston Scientific CORP | +0.1% | +28.67% | 加仓 |
| 28 | DASH | Doordash Inc - A | +0.1% | +26.40% | 加仓 |
| 29 | LIN | Linde plc | +0.1% | +34.43% | 加仓 |
| 30 | BKNG | Booking Holdings Inc | +0.1% | -4.11% | 减仓 |
| 31 | SYF | Synchrony Financial | +0.1% | -1.43% | 减仓 |
| 32 | AJG | Arthur J Gallagher & Co | +0.1% | +30.38% | 加仓 |
| 33 | EL | Estee Lauder Companies-cl A | +0.1% | NEW | 新建仓 |
| 34 | SBUX | Starbucks CORP | +0.1% | +20.05% | 加仓 |
| 35 | UAL | United Airlines Holdings Inc | +0.1% | +22.40% | 加仓 |
| 36 | OWL | Blue Owl Capital Inc | +0.1% | +14.54% | 加仓 |
| 37 | AMT | American Tower CORP | +0.1% | +160.59% | 加仓 |
| 38 | AME | Ametek Inc | +0.1% | +69.96% | 加仓 |
| 39 | DTE | Dte Energy Company | +0.1% | +123.20% | 加仓 |
| 40 | ULTA | Ulta Beauty Inc | +0.1% | NEW | 新建仓 |
| 41 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.90% | 减仓 |
| 42 | DFSEUR | Discover Financial Services | +0.1% | -6.65% | 减仓 |
| 43 | APP | Applovin Corp-class A | +0.1% | NEW | 新建仓 |
| 44 | PH | Parker Hannifin CORP | +0.1% | NEW | 新建仓 |
| 45 | PWR | Quanta Services Inc | +0.1% | +14.09% | 加仓 |
| 46 | LULU | Lululemon Athletica Inc | +0.1% | +34.62% | 加仓 |
| 47 | FISV | Fiserv Inc | +0.1% | -2.90% | 减仓 |
| 48 | AFRM | Affirm Holdings Inc | +0.1% | +0.40% | 加仓 |
| 49 | XPO | Xpo Inc | +0.1% | +26.10% | 加仓 |
| 50 | ARE | Alexandria Real Estate Equit | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Capital World Investors 在 Q4 2024 季度的美股持仓总市值约为 US$8464.3亿，共申报了 543 个公开持股仓位。
在 Q4 2024 季度，Capital World Investors 按市值排列的前三大核心持股分别为：AVGO (6.9%)、MSFT (4.4%)、META (3.6%)。其中最大持股仓位 AVGO 占据整体投资组合约 6.9% 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
BLK
市值: US$42.0亿
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$38.0亿
在 Q4 2024 季度中，Capital World Investors 共进行了 199 项持仓异动，包含新建仓 13 个仓位、加仓 87 个仓位、减仓 89 个仓位以及清仓 10 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。