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: 0001969566
申报总市值
US$85.4亿
US$85.4亿
477 檔
17.0%
在 Q3 2024 申报期间，iA Global Asset Management Inc.（CIK: 0001969566）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$85.4亿，共持有 477 个公开申报仓位。
在 Q3 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 22 个新仓位，并对 114 个既有持股进行加仓（合计增持 136 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 17.0%，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
RSP
市值: US$4768.8万
本季最大获利了结 / 清仓标的
XLU
前期市值: US$1675.3万
仅显示前 200 大持股（共 477 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 | 6.60% | +1.44% | -9.67% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.41% | +0.54% | -7.84% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.85% | +0.58% | +6.43% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.46% | -0.11% | +5.31% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.19% | -0.22% | +1051.54% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.45% | +1.44% | +35.37% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.54% | -0.36% | +26.12% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.29% | -0.26% | -11.16% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.97% | -0.39% | -2.02% | |
| 10 | CMS | Cms Energy CORP | 股票-公用事业 | 1.93% | -0.15% | -0.20% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.84% | -0.30% | -28.97% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.81% | — | +3.87% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.75% | -0.39% | -26.09% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.71% | — | +0.40% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.63% | -0.26% | -21.19% | |
| 16 | LIN | Linde plc | 股票-原材料 | 1.48% | -0.09% | +38.05% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.40% | -0.16% | +1.12% | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 1.23% | +0.10% | +45.45% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.97% | -0.27% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | -0.05% | -5.00% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | +0.05% | +82.36% | |
| 22 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.88% | -0.06% | +66.96% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.84% | — | — | |
| 24 | CARR | Carrier Global CORP | 股票-工业 | 0.75% | -0.12% | +21.64% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 0.72% | +0.05% | +7.56% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.72% | +0.02% | +17.32% | |
| 27 | TDG | Transdigm Group Inc | 股票-工业 | 0.72% | -0.19% | +288.39% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.71% | +0.01% | -26.03% | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.70% | -0.33% | +24.12% | |
| 30 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.69% | -0.02% | +17.03% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.68% | +0.42% | +48.04% | |
| 32 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.67% | — | +3.85% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.66% | — | -11.75% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.66% | +0.16% | +4.80% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.64% | -0.23% | -6.21% | |
| 36 | NFLX | Netflix Inc | 股票-通信服务 | 0.63% | -0.06% | +10.18% | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.60% | +0.26% | +15.87% | |
| 38 | SPGI | S&p Global Inc | 股票-金融 | 0.59% | +0.09% | -10.91% | |
| 39 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.57% | — | +126.09% | |
| 40 | ARMK | Aramark | 股票-工业 | 0.57% | -0.01% | EXIT | |
| 41 | APO | Apollo Global Management Inc | 股票-金融 | 0.55% | +0.31% | -3.45% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.34% | EXIT | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.51% | -0.03% | +5.62% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.51% | -0.01% | +17.84% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | +0.96% | -2.20% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.50% | +0.01% | -13.48% | |
| 47 | WCN | Waste Connections Inc | 股票-工业 | 0.47% | -0.15% | EXIT | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.44% | -0.07% | +2.47% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.43% | -0.08% | +3.61% | |
| 50 | TGT | Target CORP | 股票-周期性消费 | 0.42% | +0.19% | +284.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1% | +35.37% | 加仓 |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.8% | NEW | 新建仓 |
| 3 | TSLA | Tesla Inc | +0.5% | +45.45% | 加仓 |
| 4 | TDG | Transdigm Group Inc | +0.5% | +288.39% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.5% | +1051.54% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.5% | +26.12% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.4% | +82.36% | 加仓 |
| 8 | LIN | Linde plc | +0.4% | +38.05% | 加仓 |
| 9 | SHW | Sherwin-williams Co/the | +0.4% | +126.09% | 加仓 |
| 10 | BKNG | Booking Holdings Inc | +0.3% | +66.96% | 加仓 |
| 11 | TGT | Target CORP | +0.3% | +284.98% | 加仓 |
| 12 | GE | General Electric | +0.3% | +3453.43% | 加仓 |
| 13 | CARR | Carrier Global CORP | +0.2% | +21.64% | 加仓 |
| 14 | AGG | Ishares Core U.s. Aggregate | +0.2% | +125.59% | 加仓 |
| 15 | FISV | Fiserv Inc | +0.2% | +1260.83% | 加仓 |
| 16 | AMD | Advanced Micro Devices | +0.2% | +48.04% | 加仓 |
| 17 | PH | Parker Hannifin CORP | +0.2% | +528.75% | 加仓 |
| 18 | ARES | Ares Management CORP - A | +0.2% | NEW | 新建仓 |
| 19 | SNX | TD Synnex CORP | +0.2% | NEW | 新建仓 |
| 20 | CMS | Cms Energy CORP | +0.2% | -0.20% | 减仓 |
| 21 | WDAY | Workday Inc-class A | +0.2% | +137.46% | 加仓 |
| 22 | KO | Coca-cola Co/the | +0.2% | +962.19% | 加仓 |
| 23 | TMUS | T-mobile US Inc | +0.2% | +17.03% | 加仓 |
| 24 | GEV | GE Vernova Inc | +0.2% | NEW | 新建仓 |
| 25 | ORLY | O'reilly Automotive Inc | +0.1% | +104.98% | 加仓 |
| 26 | MCD | Mcdonald's CORP | +0.1% | +2350.45% | 加仓 |
| 27 | BAC | Bank Of America CORP | +0.1% | +273.43% | 加仓 |
| 28 | PM | Philip Morris International | +0.1% | +15.87% | 加仓 |
| 29 | WCN | Waste Connections Inc | +0.1% | +46.10% | 加仓 |
| 30 | CLS | Celestica Inc | +0.1% | NEW | 新建仓 |
| 31 | BLDR | Builders Firstsource Inc | +0.1% | +2154.67% | 加仓 |
| 32 | MDB | Mongodb Inc | +0.1% | +359.40% | 加仓 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +143.74% | 加仓 |
| 34 | W | Wayfair Inc- Class A | +0.1% | NEW | 新建仓 |
| 35 | CB | Chubb Limited | +0.1% | +343.82% | 加仓 |
| 36 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +24.12% | 加仓 |
| 37 | ICE | Intercontinental Exchange In | +0.1% | +7.56% | 加仓 |
| 38 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +17.32% | 加仓 |
| 39 | URI | United Rentals Inc | +0.1% | +17.40% | 加仓 |
| 40 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +146.91% | 加仓 |
| 41 | JNJ | Johnson & Johnson | +0.1% | +1342.64% | 加仓 |
| 42 | NVR | Nvr Inc | +0.1% | +1489.19% | 加仓 |
| 43 | CCJ | Cameco CORP | +0.1% | NEW | 新建仓 |
| 44 | ZTS | Zoetis Inc | +0.1% | NEW | 新建仓 |
| 45 | FSLR | First Solar Inc | +0.1% | +3654.13% | 加仓 |
| 46 | FCX | Freeport-mcmoran Inc | +0.1% | +1928.03% | 加仓 |
| 47 | LAMR | Lamar Advertising Co-a | +0.1% | +1634.23% | 加仓 |
| 48 | DT | Dynatrace Inc | +0.1% | NEW | 新建仓 |
| 49 | SKAA | Skechers USA Inc-cl A | +0.1% | NEW | 新建仓 |
| 50 | CRL | Charles River Laboratories | +0.1% | +5383.33% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，iA Global Asset Management Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$85.4亿，共申报了 477 个公开持股仓位。
在 Q3 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 (6.6%)、AAPL (5.4%)、NVDA (4.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.6% 的权重。
在 Q3 2024 季度中，iA Global Asset Management Inc. 共进行了 199 项持仓异动，包含新建仓 22 个仓位、加仓 114 个仓位、减仓 45 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 RSP。 本季清仓仓位包含 XLU。
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。