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$85.4亿
US$85.4亿
470 檔
16.9%
截至 Q2 2024 季度末，iA Global Asset Management Inc. 的美股持仓估值约为 US$85.4亿，全数申报仓位共有 470 档。
iA Global Asset Management Inc. 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 18 档持股的同时，亦同步清仓 3 档并减仓 25 档标的。
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 16.9%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
SJNK
市值: US$3128.0万
本季最大获利了结 / 清仓标的
NSC
前期市值: US$3185.9万
仅显示前 200 大持股（共 470 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 | 8.25% | +1.44% | -1.81% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.77% | +0.54% | +10.03% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.04% | +0.58% | +876.01% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.78% | -0.11% | +30.57% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.68% | -0.22% | -9.46% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.09% | -0.30% | +11.16% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.07% | -0.26% | -4.29% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.44% | +1.44% | -13.64% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.24% | -0.39% | -9.04% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.16% | -0.26% | +0.49% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | -0.36% | +60.04% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.96% | -0.39% | +75.98% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.86% | — | -0.97% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.80% | — | -6.77% | |
| 15 | CMS | Cms Energy CORP | 股票-公用事业 | 1.77% | -0.15% | +103.59% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.35% | -0.16% | -13.62% | |
| 17 | LIN | Linde plc | 股票-原材料 | 1.07% | -0.09% | -22.19% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.05% | -37.82% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.00% | -0.27% | -9.24% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | +0.01% | +43.92% | |
| 21 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.73% | — | -11.54% | |
| 22 | ACN | Accenture plc | 股票-科技 | 0.70% | — | +245.66% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 0.70% | -0.02% | +38.74% | |
| 24 | TSLA | Tesla Inc | 股票-周期性消费 | 0.69% | +0.10% | +4.69% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.65% | +0.16% | -7.13% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.64% | -0.23% | -4.19% | |
| 27 | ICE | Intercontinental Exchange In | 股票-金融 | 0.62% | +0.05% | -7.62% | |
| 28 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | +0.09% | +2.55% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | +0.02% | -11.17% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 0.62% | -0.23% | +139.40% | |
| 31 | ARMK | Aramark | 股票-工业 | 0.61% | -0.01% | EXIT | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.60% | -0.33% | — | |
| 33 | NFLX | Netflix Inc | 股票-通信服务 | 0.59% | -0.06% | -23.60% | |
| 34 | APO | Apollo Global Management Inc | 股票-金融 | 0.58% | +0.31% | +2.65% | |
| 35 | DHR | Danaher CORP | 股票-医疗保健 | 0.57% | +0.01% | -0.40% | |
| 36 | QCOM | Qualcomm Inc | 股票-科技 | 0.55% | -0.01% | +9.13% | |
| 37 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.54% | -0.02% | -0.26% | |
| 38 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.54% | -0.06% | +4.48% | |
| 39 | CARR | Carrier Global CORP | 股票-工业 | 0.53% | -0.12% | -12.27% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | +0.96% | -0.84% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.34% | EXIT | |
| 42 | HON | Honeywell International Inc | 股票-工业 | 0.50% | — | +22.00% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.49% | +0.42% | -10.64% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | +0.05% | +177.84% | |
| 45 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.49% | +0.16% | -15.06% | |
| 46 | PM | Philip Morris International | 股票-非周期性消费 | 0.47% | +0.26% | -6.32% | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.45% | -0.03% | — | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.45% | -0.07% | -37.55% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.43% | -0.24% | -12.37% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.42% | -0.04% | +5.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.2% | +10.03% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +1.1% | +30.57% | 加仓 |
| 3 | NVDA | Nvidia CORP | +1% | +876.01% | 加仓 |
| 4 | CMS | Cms Energy CORP | +0.8% | +103.59% | 加仓 |
| 5 | MA | Mastercard Inc - A | +0.7% | +75.98% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.6% | +11.16% | 加仓 |
| 7 | V | Visa Inc-class A Shares | +0.6% | +60.04% | 加仓 |
| 8 | ACN | Accenture plc | +0.5% | +245.66% | 加仓 |
| 9 | WMT | Walmart Inc | +0.4% | +139.40% | 加仓 |
| 10 | COST | Costco Wholesale CORP | +0.4% | +43.92% | 加仓 |
| 11 | CME | Cme Group Inc | +0.3% | +2093.67% | 加仓 |
| 12 | JNJ | Johnson & Johnson | +0.3% | +177.84% | 加仓 |
| 13 | WM | Waste Management Inc | +0.3% | +3189.42% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.29% | 减仓 |
| 15 | ADBE | Adobe Inc | +0.2% | +38.74% | 加仓 |
| 16 | ETN | Eaton Corporation plc | +0.2% | +848.14% | 加仓 |
| 17 | TTWO | Take-two Interactive Softwre | +0.2% | +296.48% | 加仓 |
| 18 | ZS | Zscaler Inc | +0.1% | +280.43% | 加仓 |
| 19 | SHW | Sherwin-williams Co/the | +0.1% | +174.70% | 加仓 |
| 20 | AVGO | Broadcom Inc | +0.1% | -9.46% | 减仓 |
| 21 | ORCL | Oracle CORP | -0.1% | -90.19% | 减仓 |
| 22 | VRT | Vertiv Holdings Co-a | -0.1% | -99.15% | 减仓 |
| 23 | SYK | Stryker CORP | -0.1% | -98.27% | 减仓 |
| 24 | DHI | Dr Horton Inc | -0.2% | -95.18% | 减仓 |
| 25 | STZ | Constellation Brands Inc-a | -0.2% | -96.53% | 减仓 |
| 26 | ROST | Ross Stores Inc | -0.2% | -59.00% | 减仓 |
| 27 | CDNS | Cadence Design Sys Inc | -0.2% | -46.20% | 减仓 |
| 28 | AGG | Ishares Core U.s. Aggregate | -0.2% | -45.71% | 减仓 |
| 29 | TGT | Target CORP | -0.2% | -54.10% | 减仓 |
| 30 | BERYEUR | Berry Global Group Inc | -0.2% | -52.30% | 减仓 |
| 31 | URI | United Rentals Inc | -0.2% | -30.46% | 减仓 |
| 32 | MSFT | Microsoft CORP | -0.2% | -1.81% | 减仓 |
| 33 | DIS | Walt Disney Co/the | -0.2% | -91.33% | 减仓 |
| 34 | LOW | Lowe's Cos Inc | -0.2% | -15.06% | 减仓 |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | -6.77% | 减仓 |
| 36 | UNH | Unitedhealth Group Inc | -0.3% | -9.04% | 减仓 |
| 37 | CRM | Salesforce Inc | -0.3% | -85.44% | 减仓 |
| 38 | PEP | Pepsico Inc | -0.4% | -37.55% | 减仓 |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.4% | -13.62% | 减仓 |
| 40 | RSG | Republic Services Inc | -0.4% | -96.43% | 减仓 |
| 41 | META | Meta Platforms Inc-class A | -0.5% | -13.64% | 减仓 |
| 42 | LIN | Linde plc | -0.5% | -22.19% | 减仓 |
| 43 | JPM | Jpmorgan Chase & Co | -0.7% | -37.82% | 减仓 |
| 44 | NSC | Norfolk Southern CORP | — | EXIT | 清仓 |
| 45 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | NEW | 新建仓 |
| 46 | SO | Southern Co/the | — | NEW | 新建仓 |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新建仓 |
| 48 | AWK | American Water Works Co Inc | — | EXIT | 清仓 |
| 49 | ACM | Aecom | — | EXIT | 清仓 |
| 50 | NEE | Nextera Energy Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，iA Global Asset Management Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$85.4亿，共申报了 470 个公开持股仓位。
在 Q2 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 (8.3%)、AAPL (5.8%)、NVDA (5.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.3% 的权重。
在 Q2 2024 季度中，iA Global Asset Management Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 18 个仓位、减仓 25 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 SJNK。 本季清仓仓位包含 NSC。
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。
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。
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。