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$841.7万
US$841.7万
428 檔
16033.0%
iA Global Asset Management Inc. 在 Q1 2025 季度的美股仓位总计估值为 US$841.7万，分散于 428 个持仓标的之中，反映其市场参与广度与投资规模。
iA Global Asset Management Inc. 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 28 个全新仓位及加仓 85 档持股的同时，亦同步清仓 36 档并减仓 51 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, AMZN 等）合计占整体申报市值的 16033.0%，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 428 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 | 6.10% | -0.42% | +1.79% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.16% | -0.13% | +4.12% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.58% | -0.39% | -2.74% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.57% | -0.46% | -2.07% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.82% | -0.36% | -11.18% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.51% | +0.10% | -15.04% | |
| 7 | LIN | Linde plc | 股票-原材料 | 2.49% | -0.60% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.22% | -0.01% | +6.66% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.17% | +0.06% | +25.36% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.10% | -0.20% | -14.50% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.03% | +0.30% | +20.83% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.99% | -0.29% | +5.37% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.97% | -0.32% | -16.35% | |
| 14 | CMS | Cms Energy CORP | 股票-公用事业 | 1.84% | -0.15% | -11.10% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.50% | -1.00% | -2.25% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.45% | +0.03% | -3.87% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.38% | -0.52% | +21.04% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.29% | -0.88% | +239.21% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.12% | +22.50% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.24% | +0.01% | +8.18% | |
| 21 | NFLX | Netflix Inc | 股票-通信服务 | 1.08% | -0.48% | -2.10% | |
| 22 | WCN | Waste Connections Inc | 股票-工业 | 1.06% | -0.37% | +34.34% | |
| 23 | CME | Cme Group Inc | 股票-金融 | 1.03% | -0.24% | +131.00% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | -0.24% | +8.69% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | -0.26% | +28.88% | |
| 26 | GE | General Electric | 股票-工业 | 0.92% | -0.31% | +51.73% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.89% | -0.39% | +70.20% | |
| 28 | PM | Philip Morris International | 股票-非周期性消费 | 0.83% | -0.36% | +22.12% | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.81% | -0.09% | -17.23% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | +0.12% | +4.06% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 0.74% | -0.18% | +15.25% | |
| 32 | UBER | Uber Technologies Inc | 股票-工业 | 0.72% | -0.05% | +378.79% | |
| 33 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.69% | -0.14% | -5.70% | |
| 34 | ICE | Intercontinental Exchange In | 股票-金融 | 0.69% | -0.09% | -3.84% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | -0.07% | -0.50% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.63% | +0.16% | +231.12% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.62% | -0.38% | -15.20% | |
| 38 | TDG | Transdigm Group Inc | 股票-工业 | 0.62% | +0.10% | +17.64% | |
| 39 | APO | Apollo Global Management Inc | 股票-金融 | 0.61% | -0.36% | +3.28% | |
| 40 | ARMK | Aramark | 股票-工业 | 0.60% | — | +10.41% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | -0.07% | -3.39% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.55% | +0.04% | +19.48% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | — | -28.82% | |
| 44 | CARR | Carrier Global CORP | 股票-工业 | 0.53% | +0.04% | — | |
| 45 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.51% | -0.05% | -43.28% | |
| 46 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.50% | -0.20% | -3.47% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.48% | -0.20% | +14.31% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.43% | -0.08% | +2.25% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.42% | -0.04% | +7.93% | |
| 50 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.41% | -0.43% | +4.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LIN | Linde plc | +1.4% | — | 加仓 |
| 2 | AGG | Ishares Core U.s. Aggregate | +1.1% | +239.21% | 加仓 |
| 3 | GE | General Electric | +0.9% | +51.73% | 加仓 |
| 4 | WFC | Wells Fargo & Co | +0.8% | +70.20% | 加仓 |
| 5 | WCN | Waste Connections Inc | +0.7% | +34.34% | 加仓 |
| 6 | CME | Cme Group Inc | +0.7% | +131.00% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.5% | +8.69% | 加仓 |
| 8 | NFLX | Netflix Inc | +0.5% | -2.10% | 加仓 |
| 9 | UBER | Uber Technologies Inc | +0.5% | +378.79% | 加仓 |
| 10 | TDG | Transdigm Group Inc | +0.4% | +17.64% | 加仓 |
| 11 | V | Visa Inc-class A Shares | +0.4% | -15.04% | 减仓 |
| 12 | META | Meta Platforms Inc-class A | +0.4% | -11.18% | 加仓 |
| 13 | PM | Philip Morris International | +0.4% | +22.12% | 加仓 |
| 14 | CSCO | Cisco Systems Inc | +0.4% | +4.06% | 加仓 |
| 15 | BAC | Bank Of America CORP | +0.3% | +87.37% | 加仓 |
| 16 | DUK | Duke Energy CORP | +0.3% | +81.49% | 加仓 |
| 17 | SHW | Sherwin-williams Co/the | +0.3% | -3.47% | 加仓 |
| 18 | APP | Applovin Corp-class A | +0.3% | +77.11% | 加仓 |
| 19 | FISV | Fiserv Inc | +0.3% | +7.50% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.3% | +22.50% | 加仓 |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +8.18% | 加仓 |
| 22 | UNP | Union Pacific CORP | +0.2% | +231.12% | 加仓 |
| 23 | MRSH | Marsh & Mclennan Cos | +0.2% | +451.79% | 加仓 |
| 24 | TJX | Tjx Companies Inc | +0.2% | +18.88% | 加仓 |
| 25 | KO | Coca-cola Co/the | +0.2% | -3.57% | 加仓 |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +5.37% | 加仓 |
| 27 | T | At&t Inc | +0.2% | -3.93% | 加仓 |
| 28 | CL | Colgate-palmolive Co | +0.2% | +208.04% | 加仓 |
| 29 | PH | Parker Hannifin CORP | +0.2% | +31.53% | 加仓 |
| 30 | GILD | Gilead Sciences Inc | +0.2% | -3.67% | 加仓 |
| 31 | MCD | Mcdonald's CORP | +0.2% | — | 加仓 |
| 32 | TGT | Target CORP | +0.2% | +8.10% | 加仓 |
| 33 | TT | Trane Technologies plc | +0.2% | — | 加仓 |
| 34 | DE | Deere & Co | +0.2% | — | 加仓 |
| 35 | TMUS | T-mobile US Inc | +0.2% | -5.70% | 减仓 |
| 36 | VRSK | Verisk Analytics Inc | +0.2% | +101.19% | 加仓 |
| 37 | ETR | Entergy CORP | +0.2% | +30.63% | 加仓 |
| 38 | MA | Mastercard Inc - A | +0.1% | -14.50% | 减仓 |
| 39 | TEAM | Atlassian Corp-cl A | +0.1% | +40.20% | 加仓 |
| 40 | SE | Sea Ltd-adr | +0.1% | +2.50% | 加仓 |
| 41 | TPR | Tapestry Inc | +0.1% | — | 加仓 |
| 42 | HUBS | Hubspot Inc | +0.1% | +4640.74% | 加仓 |
| 43 | TSLA | Tesla Inc | +0.1% | -17.23% | 减仓 |
| 44 | SPGI | S&p Global Inc | +0.1% | +15.25% | 加仓 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -14.47% | 加仓 |
| 46 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +0.48% | 加仓 |
| 47 | PYPL | Paypal Holdings Inc | +0.1% | +22.07% | 加仓 |
| 48 | DASH | Doordash Inc - A | +0.1% | +1.92% | 加仓 |
| 49 | CMS | Cms Energy CORP | +0.1% | -11.10% | 减仓 |
| 50 | ICE | Intercontinental Exchange In | +0.1% | -3.84% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，iA Global Asset Management Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$841.7万，共申报了 428 个公开持股仓位。
在 Q1 2025 季度，iA Global Asset Management Inc. 按市值排列的前三大核心持股分别为：MSFT (6.1%)、AAPL (5.2%)、AMZN (4.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.1% 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$2389.7万
本季最大获利了结 / 清仓标的
XLU
前期市值: US$1675.3万
在 Q1 2025 季度中，iA Global Asset Management Inc. 共进行了 200 项持仓异动，包含新建仓 28 个仓位、加仓 85 个仓位、减仓 51 个仓位以及清仓 36 个仓位。 其中最大新建仓标的为 PLTR。 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。
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。