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: 0001969566
申报总市值
US$841.7万
US$841.7万
462 檔
14139.9%
Q1 2024 季度申报显示，iA Global Asset Management Inc. 披露的美股组合总市值为 US$841.7万，涵盖 462 个不同之权益投资仓位。
在 Q1 2024，iA Global Asset Management Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 26 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，iA Global Asset Management Inc. 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 14139.9%，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 462 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 | 8.47% | -0.42% | -2.53% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.58% | -0.13% | +14.82% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.05% | -0.46% | +24.64% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.66% | -0.39% | +8.76% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.60% | -0.32% | -11.74% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.92% | -0.36% | +2.20% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.85% | -0.01% | +2.71% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.57% | +0.30% | +4.57% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.47% | +0.06% | +56.99% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.32% | -1.00% | -0.72% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.07% | -0.29% | -9.07% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.87% | +0.03% | +7.07% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.76% | -0.52% | -10.19% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | -0.12% | -1.30% | |
| 15 | LIN | Linde plc | 股票-原材料 | 1.57% | -0.60% | — | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.49% | +0.10% | +9.70% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.30% | -0.20% | +8.38% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.21% | +0.01% | +33.23% | |
| 19 | CMS | Cms Energy CORP | 股票-公用事业 | 0.94% | -0.15% | -0.84% | |
| 20 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.85% | +0.08% | NEW | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.83% | -0.20% | +43.15% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | -0.07% | -0.70% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 0.75% | -0.48% | +7.53% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.72% | -0.09% | +24.86% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.72% | -0.07% | +2.56% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.71% | -0.25% | +117.23% | |
| 27 | ARMK | Aramark | 股票-工业 | 0.67% | — | +12.74% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.66% | +0.90% | -20.42% | |
| 29 | NSC | Norfolk Southern CORP | 股票-工业 | 0.65% | — | — | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | -0.26% | +4.66% | |
| 31 | TSLA | Tesla Inc | 股票-周期性消费 | 0.63% | -0.09% | +4.31% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.62% | +0.31% | -9.15% | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | -0.18% | -19.07% | |
| 34 | DHR | Danaher CORP | 股票-医疗保健 | 0.61% | -0.04% | -2.13% | |
| 35 | CARR | Carrier Global CORP | 股票-工业 | 0.60% | +0.04% | -21.89% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.59% | +0.39% | -42.75% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | -0.04% | +5.38% | |
| 38 | APO | Apollo Global Management Inc | 股票-金融 | 0.58% | -0.36% | +63.94% | |
| 39 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.54% | -0.14% | +9.16% | |
| 40 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.51% | -0.05% | -1.28% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.49% | -0.10% | +1.09% | |
| 42 | URI | United Rentals Inc | 股票-工业 | 0.49% | +0.11% | -21.57% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.49% | -0.36% | +6.45% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.48% | -0.08% | +3.09% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.46% | +0.04% | +2.90% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.12% | -31.44% | |
| 47 | RSG | Republic Services Inc | 股票-工业 | 0.43% | -0.08% | -0.32% | |
| 48 | HON | Honeywell International Inc | 股票-工业 | 0.42% | -0.24% | EXIT | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | — | +0.57% | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.41% | +0.16% | +72.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | +24.64% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | +56.99% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.6% | +2.20% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +8.76% | 加仓 |
| 5 | LOW | Lowe's Cos Inc | +0.4% | +117.23% | 加仓 |
| 6 | CRM | Salesforce Inc | +0.4% | +1020.17% | 加仓 |
| 7 | APO | Apollo Global Management Inc | +0.3% | +63.94% | 加仓 |
| 8 | DG | Dollar General CORP | +0.2% | +174.32% | 加仓 |
| 9 | PEP | Pepsico Inc | +0.2% | +43.15% | 加仓 |
| 10 | PG | Procter & Gamble Co/the | +0.2% | +226.75% | 加仓 |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +33.23% | 加仓 |
| 12 | TDG | Transdigm Group Inc | +0.2% | +494.92% | 加仓 |
| 13 | UBER | Uber Technologies Inc | +0.2% | +82.78% | 加仓 |
| 14 | VST | Vistra CORP | +0.2% | +1493.57% | 加仓 |
| 15 | VMC | Vulcan Materials Co | +0.2% | +1346.85% | 加仓 |
| 16 | UNP | Union Pacific CORP | +0.1% | +72.43% | 加仓 |
| 17 | WCN | Waste Connections Inc | +0.1% | +51.23% | 加仓 |
| 18 | EQIX | Equinix Inc | +0.1% | +318.86% | 加仓 |
| 19 | NFLX | Netflix Inc | +0.1% | +7.53% | 加仓 |
| 20 | ICE | Intercontinental Exchange In | +0.1% | +24.86% | 加仓 |
| 21 | MA | Mastercard Inc - A | +0.1% | +8.38% | 加仓 |
| 22 | ARMK | Aramark | +0.1% | +12.74% | 加仓 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +9.70% | 加仓 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.07% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -1.30% | 减仓 |
| 26 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.71% | 加仓 |
| 27 | TFII | Tfi International Inc | -0.1% | -94.73% | 减仓 |
| 28 | SCHW | Schwab (charles) CORP | -0.2% | -93.60% | 减仓 |
| 29 | PANW | Palo Alto Networks Inc | -0.2% | -44.62% | 减仓 |
| 30 | CB | Chubb Limited | -0.2% | -82.57% | 减仓 |
| 31 | PGR | Progressive CORP | -0.2% | -90.04% | 减仓 |
| 32 | CARR | Carrier Global CORP | -0.3% | -21.89% | 减仓 |
| 33 | AWK | American Water Works Co Inc | -0.3% | -32.30% | 减仓 |
| 34 | SPGI | S&p Global Inc | -0.3% | -19.07% | 减仓 |
| 35 | AVGO | Broadcom Inc | -0.3% | -11.74% | 减仓 |
| 36 | MSFT | Microsoft CORP | -0.3% | -2.53% | 减仓 |
| 37 | CSCO | Cisco Systems Inc | -0.3% | -31.44% | 减仓 |
| 38 | TSLA | Tesla Inc | -0.3% | +4.31% | 加仓 |
| 39 | BLKCHF | Blackrock Inc | -0.4% | -95.74% | 减仓 |
| 40 | HD | Home Depot Inc | -0.5% | -42.75% | 减仓 |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | -9.07% | 减仓 |
| 42 | BAC | Bank Of America CORP | -0.6% | -97.62% | 减仓 |
| 43 | LIN | Linde plc | — | NEW | 新建仓 |
| 44 | NSC | Norfolk Southern CORP | — | NEW | 新建仓 |
| 45 | C | Citigroup Inc | — | NEW | 新建仓 |
| 46 | EMR | Emerson Electric Co | — | NEW | 新建仓 |
| 47 | AJG | Arthur J Gallagher & Co | — | NEW | 新建仓 |
| 48 | PLNT | Planet Fitness Inc - Cl A | — | EXIT | 清仓 |
| 49 | FCX | Freeport-mcmoran Inc | — | EXIT | 清仓 |
| 50 | VRT | Vertiv Holdings Co-a | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，iA Global Asset Management Inc. 在 Q1 2024 季度的美股持仓总市值约为 US$841.7万，共申报了 462 个公开持股仓位。
在 Q1 2024 季度，iA Global Asset Management Inc. 按市值排列的前三大核心持股分别为：MSFT (8.5%)、AAPL (4.6%)、NVDA (4.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.5% 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
LIN
市值: US$7647.6万
本季最大获利了结 / 清仓标的
PLNT
前期市值: US$750.6万
在 Q1 2024 季度中，iA Global Asset Management Inc. 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 26 个仓位、减仓 16 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 LIN。 本季清仓仓位包含 PLNT。
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。