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
414 檔
18.2%
Q4 2024 季度申报显示，iA Global Asset Management Inc. 披露的美股组合总市值为 US$85.4亿，涵盖 414 个不同之权益投资仓位。
iA Global Asset Management Inc. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 21 个全新仓位及加仓 76 档持股的同时，亦同步清仓 46 档并减仓 57 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, NVDA, AAPL 等）合计占整体申报市值的 18.2%，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 414 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 | 6.86% | +1.44% | +6.23% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.90% | +0.58% | +10.18% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.69% | +0.54% | -2.01% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.53% | -0.11% | +5.43% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.32% | -0.22% | -41.01% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.28% | +1.44% | -6.89% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.71% | -0.36% | -6.96% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.60% | -0.26% | -0.30% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.41% | -0.39% | +14.56% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.15% | -0.30% | +3.05% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.90% | — | +13.67% | |
| 12 | CMS | Cms Energy CORP | 股票-公用事业 | 1.87% | -0.15% | +2.98% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.67% | — | -11.86% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.66% | -0.39% | +9.60% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.56% | -0.26% | -2.06% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.56% | +0.10% | -17.61% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.22% | -0.16% | +3.40% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.15% | -0.27% | +24.43% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 1.08% | -0.06% | +35.57% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.05% | -0.83% | |
| 21 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.99% | -0.06% | -4.39% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | +0.05% | +2.64% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | +0.01% | +6.07% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 0.77% | -0.23% | +8.44% | |
| 25 | APO | Apollo Global Management Inc | 股票-金融 | 0.73% | +0.31% | +0.37% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.72% | -0.08% | +49.75% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.34% | EXIT | |
| 28 | WCN | Waste Connections Inc | 股票-工业 | 0.71% | -0.15% | EXIT | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.65% | -0.33% | -5.76% | |
| 30 | SPGI | S&p Global Inc | 股票-金融 | 0.64% | +0.09% | +12.89% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | +0.16% | -5.37% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.63% | +0.05% | -6.09% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | +0.02% | -4.26% | |
| 34 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.62% | -0.02% | -15.68% | |
| 35 | ARMK | Aramark | 股票-工业 | 0.59% | -0.01% | EXIT | |
| 36 | CARR | Carrier Global CORP | 股票-工业 | 0.58% | -0.12% | -8.99% | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.52% | +0.26% | -11.70% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | -0.07% | EXIT | |
| 39 | GE | General Electric | 股票-工业 | 0.51% | -0.26% | +109.63% | |
| 40 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.51% | — | +0.39% | |
| 41 | TDG | Transdigm Group Inc | 股票-工业 | 0.49% | -0.19% | -22.04% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.47% | -0.01% | +2.74% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.46% | +0.03% | +5.30% | |
| 44 | DHR | Danaher CORP | 股票-医疗保健 | 0.45% | +0.01% | +8.47% | |
| 45 | SO | Southern Co/the | 股票-公用事业 | 0.45% | -0.03% | -4.79% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.43% | -0.07% | +9.90% | |
| 47 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.42% | — | -11.74% | |
| 48 | CME | Cme Group Inc | 股票-金融 | 0.40% | +0.16% | +19.93% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | -0.02% | — | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.42% | -25.59% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.1% | +5.43% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.1% | +10.18% | 加仓 |
| 3 | WFC | Wells Fargo & Co | +0.5% | +860.03% | 加仓 |
| 4 | NFLX | Netflix Inc | +0.5% | +35.57% | 加仓 |
| 5 | MA | Mastercard Inc - A | +0.4% | +14.56% | 加仓 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | 新建仓 |
| 7 | TSLA | Tesla Inc | +0.3% | -17.61% | 减仓 |
| 8 | CRM | Salesforce Inc | +0.3% | +566.74% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +3.05% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.30% | 减仓 |
| 11 | CSCO | Cisco Systems Inc | +0.3% | +49.75% | 加仓 |
| 12 | AAPL | Apple Inc | +0.3% | -2.01% | 减仓 |
| 13 | MSFT | Microsoft CORP | +0.3% | +6.23% | 加仓 |
| 14 | WCN | Waste Connections Inc | +0.2% | +56.86% | 加仓 |
| 15 | GE | General Electric | +0.2% | +109.63% | 加仓 |
| 16 | BA | Boeing Co/the | +0.2% | +3524.96% | 加仓 |
| 17 | LRCX | Lam Research CORP | +0.2% | NEW | 新建仓 |
| 18 | SPHY | Ss Spdr P High Yield ETF | +0.2% | NEW | 新建仓 |
| 19 | UAL | United Airlines Holdings Inc | +0.2% | NEW | 新建仓 |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +13.67% | 加仓 |
| 21 | APP | Applovin Corp-class A | +0.2% | +351.46% | 加仓 |
| 22 | APO | Apollo Global Management Inc | +0.2% | +0.37% | 加仓 |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +24.43% | 加仓 |
| 24 | V | Visa Inc-class A Shares | +0.2% | -6.96% | 减仓 |
| 25 | XOM | Exxon Mobil CORP | +0.2% | +43.33% | 加仓 |
| 26 | LULU | Lululemon Athletica Inc | +0.2% | +144.16% | 加仓 |
| 27 | T | At&t Inc | +0.2% | +158.42% | 加仓 |
| 28 | MS | Morgan Stanley | +0.2% | +2754.69% | 加仓 |
| 29 | CDNS | Cadence Design Sys Inc | +0.2% | +78.71% | 加仓 |
| 30 | TTWO | Take-two Interactive Softwre | +0.2% | +208.35% | 加仓 |
| 31 | TJX | Tjx Companies Inc | +0.1% | +125.25% | 加仓 |
| 32 | SAP | Sap Se-sponsored Adr | +0.1% | NEW | 新建仓 |
| 33 | WMT | Walmart Inc | +0.1% | +8.44% | 加仓 |
| 34 | GTLB | Gitlab Inc-cl A | +0.1% | NEW | 新建仓 |
| 35 | SNOW | Snowflake Inc | +0.1% | NEW | 新建仓 |
| 36 | DUK | Duke Energy CORP | +0.1% | +290.81% | 加仓 |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | -0.83% | 减仓 |
| 38 | MMM | 3m Co | +0.1% | +1468.27% | 加仓 |
| 39 | TEAM | Atlassian Corp-cl A | +0.1% | +85.13% | 加仓 |
| 40 | BKNG | Booking Holdings Inc | +0.1% | -4.39% | 减仓 |
| 41 | SBUX | Starbucks CORP | +0.1% | +62.36% | 加仓 |
| 42 | PYPL | Paypal Holdings Inc | +0.1% | +55.72% | 加仓 |
| 43 | EQT | Eqt CORP | +0.1% | NEW | 新建仓 |
| 44 | MSTR | Strategy Inc | +0.1% | NEW | 新建仓 |
| 45 | ETR | Entergy CORP | +0.1% | +910.30% | 加仓 |
| 46 | JBL | Jabil Inc | +0.1% | +1293.54% | 加仓 |
| 47 | OKTA | Okta Inc | +0.1% | NEW | 新建仓 |
| 48 | COHR | Coherent CORP | +0.1% | NEW | 新建仓 |
| 49 | DELL | Dell Technologies -c | +0.1% | +395.78% | 加仓 |
| 50 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，iA Global Asset Management Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$85.4亿，共申报了 414 个公开持股仓位。
在 Q4 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 (6.9%)、NVDA (5.9%)、AAPL (5.7%)。其中最大持股仓位 MSFT 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
PLTR
市值: US$2049.6万
本季最大获利了结 / 清仓标的
LIN
前期市值: US$8436.7万
在 Q4 2024 季度中，iA Global Asset Management Inc. 共进行了 200 项持仓异动，包含新建仓 21 个仓位、加仓 76 个仓位、减仓 57 个仓位以及清仓 46 个仓位。 其中最大新建仓标的为 PLTR。 本季清仓仓位包含 LIN。
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。