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: 0001698246
申报总市值
US$151.1亿
US$151.1亿
681 檔
16.8%
截至 Q3 2024 季度末，IFM Investors Pty Ltd 的美股持仓估值约为 US$151.1亿，全数申报仓位共有 681 档。
IFM Investors Pty Ltd 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 24 档持股的同时，亦同步清仓 1 档并减仓 24 档标的。
在资产配置集中度方面，IFM Investors Pty Ltd 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 16.8%，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
FERG
市值: US$879.9万
本季最大获利了结 / 清仓标的
SMCIUSD
前期市值: US$861.7万
仅显示前 200 大持股（共 681 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 | AAPL | Apple Inc | 股票-科技 | 6.68% | +0.03% | -0.27% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.99% | -0.49% | +0.17% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.91% | -0.28% | -1.22% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.38% | +0.11% | +0.34% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.44% | -0.26% | +0.13% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.83% | +0.27% | +1.04% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.75% | +0.08% | -2.19% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.51% | +0.17% | +908.13% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.47% | -0.02% | -0.12% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.42% | +0.20% | +0.76% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.03% | -0.45% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | -0.06% | -0.07% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.07% | +0.15% | -0.23% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.33% | -2.41% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | +0.01% | -0.50% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.82% | -0.07% | -0.55% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | -0.06% | +1.15% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 0.79% | -0.02% | -0.32% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | -0.09% | -0.35% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.74% | -0.10% | -0.38% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.68% | +0.02% | -0.35% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.68% | -0.16% | -0.52% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 0.60% | -0.24% | -0.32% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.58% | -0.03% | +0.68% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.56% | -0.05% | +0.43% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.05% | +0.22% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | +0.01% | -0.59% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.11% | -0.11% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | +1.43% | NEW | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.51% | -0.07% | -7.45% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.19% | -1.86% | |
| 32 | PLD | Prologis Inc | 股票-房地产 | 0.49% | -0.04% | +0.09% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.46% | +0.13% | NEW | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.45% | -0.03% | -0.97% | |
| 35 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.45% | -0.07% | +0.58% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.43% | -0.01% | +20.64% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | +0.18% | -0.48% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.42% | -0.08% | +0.93% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | +0.02% | -0.08% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.39% | -0.02% | -2.28% | |
| 41 | GE | General Electric | 股票-工业 | 0.39% | +0.08% | -0.40% | |
| 42 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.39% | -0.12% | +3.99% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.39% | -0.07% | -0.02% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.39% | +0.10% | -0.06% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.38% | +0.05% | -0.41% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | -0.04% | -1.40% | |
| 47 | CAT | Caterpillar Inc | 股票-工业 | 0.38% | +0.18% | -1.30% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.36% | -0.04% | +1.55% | |
| 49 | EQIX | Equinix Inc | 股票-房地产 | 0.36% | -0.04% | -0.08% | |
| 50 | INTU | Intuit Inc | 股票-科技 | 0.36% | -0.11% | +0.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.3% | -0.12% | 减仓 |
| 2 | AAPL | Apple Inc | +0.3% | -0.27% | 减仓 |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +0.13% | 加仓 |
| 4 | UNH | Unitedhealth Group Inc | +0.1% | -0.23% | 减仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.07% | 减仓 |
| 6 | HD | Home Depot Inc | +0.1% | -0.32% | 减仓 |
| 7 | WMT | Walmart Inc | +0.1% | -0.52% | 减仓 |
| 8 | UNP | Union Pacific CORP | +0.1% | +20.64% | 加仓 |
| 9 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建仓 |
| 10 | ORCL | Oracle CORP | +0.1% | +0.22% | 加仓 |
| 11 | IBM | Intl Business Machines CORP | +0.1% | -0.08% | 减仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +10.75% | 加仓 |
| 13 | ABBV | Abbvie Inc | +0.1% | -0.35% | 减仓 |
| 14 | MA | Mastercard Inc - A | +0.1% | -0.55% | 减仓 |
| 15 | MCD | Mcdonald's CORP | +0.1% | +0.93% | 加仓 |
| 16 | WELL | Welltower Inc | +0.1% | +3.85% | 加仓 |
| 17 | SHW | Sherwin-williams Co/the | +0.1% | +11.87% | 加仓 |
| 18 | AVGO | Broadcom Inc | 0% | +908.13% | 加仓 |
| 19 | JNJ | Johnson & Johnson | 0% | -0.35% | 减仓 |
| 20 | GE | General Electric | 0% | -0.40% | 减仓 |
| 21 | LOW | Lowe's Cos Inc | 0% | -0.10% | 减仓 |
| 22 | PGR | Progressive CORP | 0% | +0.07% | 加仓 |
| 23 | PSA | Public Storage | 0% | -0.14% | 减仓 |
| 24 | CAT | Caterpillar Inc | 0% | -1.30% | 减仓 |
| 25 | T | At&t Inc | 0% | +2.92% | 加仓 |
| 26 | NSC | Norfolk Southern CORP | 0% | +19.22% | 加仓 |
| 27 | KO | Coca-cola Co/the | 0% | +0.43% | 加仓 |
| 28 | PLD | Prologis Inc | 0% | +0.09% | 加仓 |
| 29 | EQIX | Equinix Inc | 0% | -0.08% | 减仓 |
| 30 | AMT | American Tower CORP | 0% | -0.05% | 减仓 |
| 31 | PM | Philip Morris International | 0% | +0.41% | 加仓 |
| 32 | NOW | Servicenow Inc | 0% | +1.55% | 加仓 |
| 33 | BLKCHF | Blackrock Inc | 0% | -0.01% | 减仓 |
| 34 | VZ | Verizon Communications Inc | 0% | +3.99% | 加仓 |
| 35 | NEE | Nextera Energy Inc | 0% | -7.45% | 减仓 |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | -0.97% | 减仓 |
| 37 | CSCO | Cisco Systems Inc | 0% | -0.48% | 减仓 |
| 38 | PG | Procter & Gamble Co/the | 0% | +1.15% | 加仓 |
| 39 | INTC | Intel CORP | -0.1% | +0.83% | 加仓 |
| 40 | AMAT | Applied Materials Inc | -0.1% | +1.31% | 加仓 |
| 41 | LRCXEUR | Lam Research CORP | -0.1% | -0.68% | 减仓 |
| 42 | MU | Micron Technology Inc | -0.1% | +0.41% | 加仓 |
| 43 | MRK | Merck & Co. Inc. | -0.1% | +0.68% | 加仓 |
| 44 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | 清仓 |
| 45 | QCOM | Qualcomm Inc | -0.1% | -0.41% | 减仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | +1.04% | 加仓 |
| 47 | AMZN | Amazon.com Inc | -0.3% | +0.34% | 加仓 |
| 48 | GOOG | Alphabet Inc-cl C | -0.3% | -2.19% | 减仓 |
| 49 | NVDA | Nvidia CORP | -0.5% | -1.22% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.6% | +0.17% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，IFM Investors Pty Ltd 在 Q3 2024 季度的美股持仓总市值约为 US$151.1亿，共申报了 681 个公开持股仓位。
在 Q3 2024 季度，IFM Investors Pty Ltd 按市值排列的前三大核心持股分别为：AAPL (6.7%)、MSFT (6.0%)、NVDA (5.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.7% 的权重。
在 Q3 2024 季度中，IFM Investors Pty Ltd 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 24 个仓位、减仓 24 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 FERG。 本季清仓仓位包含 SMCIUSD。
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。