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: 0000937567
申报总市值
US$157.7亿
US$157.7亿
477 檔
27.0%
截至 Q1 2024 季度末，Ontario Teachers Pension Plan Board 的美股持仓估值约为 US$157.7亿，全数申报仓位共有 477 档。
在 Q1 2024，Ontario Teachers Pension Plan Board 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 21 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Ontario Teachers Pension Plan Board 的前 5 大核心持股（包含 GFL, MSFT, GOOGL 等）合计占整体申报市值的 27.0%，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 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 | GFL | Gfl Environmental Inc-sub Vt | 股票-其他 | 10.58% | -21.85% | -10.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.08% | — | -1.02% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.17% | — | +2.23% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 5.67% | +4.39% | NEW | |
| 5 | CB | Chubb Limited | 股票-金融 | 5.47% | — | -9.72% | |
| 6 | MS | Morgan Stanley | 股票-金融 | 4.75% | — | +5.76% | |
| 7 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 4.28% | — | -4.24% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 4.24% | -2.05% | EXIT | |
| 9 | TT | Trane Technologies plc | 股票-工业 | 4.13% | — | -9.44% | |
| 10 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 4.12% | — | +3.63% | |
| 11 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 4.08% | -0.10% | EXIT | |
| 12 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.69% | -0.90% | EXIT | |
| 13 | SBUX | Starbucks CORP | 股票-周期性消费 | 3.60% | — | — | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 3.59% | -3.81% | EXIT | |
| 15 | CMI | Cummins Inc | 股票-工业 | 3.52% | -1.31% | EXIT | |
| 16 | PCAR | Paccar Inc | 股票-工业 | 3.39% | — | -9.75% | |
| 17 | HUM | Humana Inc | 股票-医疗保健 | 3.19% | — | +11647.18% | |
| 18 | KEY | Keycorp | 股票-金融 | 2.97% | — | +8.77% | |
| 19 | VSAT | Viasat Inc | 股票-科技 | 1.78% | — | — | |
| 20 | COOK | Traeger, Inc. | 股票-其他 | 0.54% | — | — | |
| 21 | AYS1 | Sandstorm Gold LTD | 股票-其他 | 0.31% | — | — | |
| 22 | PANW 0.375 06-01-25债券 | Palo Alto Networks | 债券 | 0.25% | — | — | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.24% | — | +2.02% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.17% | -2.71% | EXIT | |
| 25 | HTHT 3 05-01-26债券 | H World Group LTD | 债券 | 0.16% | -0.61% | EXIT | |
| 26 | BILI 0.5 12-01-26债券 | Bilibili Inc | 债券 | 0.12% | — | — | |
| 27 | VST | Vistra CORP | 股票-公用事业 | 0.10% | — | -35.98% | |
| 28 | ZTO 1.5 09-01-27债券 | Zto Express Ky Inc | 债券 | 0.10% | — | — | |
| 29 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.10% | +0.64% | NEW | |
| 30 | SEA1EUR | Seabridge Gold Inc | 股票-其他 | 0.09% | -1.37% | EXIT | |
| 31 | OGE | Oge Energy CORP | 股票-公用事业 | 0.09% | -0.13% | EXIT | |
| 32 | NSA | National Storage Affiliates | 股票-房地产 | 0.08% | -0.03% | EXIT | |
| 33 | SPOT 0 03-15-26债券 | Spotify USA Inc | 债券 | 0.08% | — | — | |
| 34 | NFG | National Fuel Gas Co | 股票-能源 | 0.08% | — | +1.29% | |
| 35 | OGS | One Gas Inc | 股票-公用事业 | 0.08% | -0.03% | EXIT | |
| 36 | XEL | Xcel Energy Inc | 股票-公用事业 | 0.08% | — | +68.85% | |
| 37 | SEALTD 0.25 09-15-26债券 | Sea LTD | 债券 | 0.07% | -0.22% | — | |
| 38 | SBAC | Sba Communications CORP | 股票-房地产 | 0.07% | — | +1804.39% | |
| 39 | SPG | Simon Property Group Inc | 股票-房地产 | 0.07% | -0.01% | EXIT | |
| 40 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.07% | +0.65% | +78.29% | |
| 41 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 0.07% | — | +5.56% | |
| 42 | NEU | Newmarket CORP | 股票-原材料 | 0.07% | — | -19.28% | |
| 43 | PSA | Public Storage | 股票-房地产 | 0.07% | -0.07% | EXIT | |
| 44 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.07% | — | +3.90% | |
| 45 | AYI | Acuity Inc | 股票-工业 | 0.07% | — | +3.79% | |
| 46 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.07% | — | +10.41% | |
| 47 | CI | THE Cigna Group | 股票-医疗保健 | 0.06% | — | +18.31% | |
| 48 | EA | Electronic Arts Inc | 股票-通信服务 | 0.06% | — | +30.47% | |
| 49 | CNC | Centene CORP | 股票-医疗保健 | 0.06% | — | +69.01% | |
| 50 | PK | Park Hotels & Resorts Inc | 股票-房地产 | 0.06% | -0.14% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | +4.1% | +25881.69% | 加仓 |
| 2 | HUM | Humana Inc | +3.2% | +11647.18% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.2% | +1609.27% | 加仓 |
| 4 | CMI | Cummins Inc | +0.1% | -3.84% | 减仓 |
| 5 | KEY | Keycorp | +0.1% | +8.77% | 加仓 |
| 6 | SBAC | Sba Communications CORP | +0.1% | +1804.39% | 加仓 |
| 7 | CBT | Cabot CORP | 0% | +524.28% | 加仓 |
| 8 | DVN | Devon Energy CORP | 0% | +887.34% | 加仓 |
| 9 | OGE | Oge Energy CORP | 0% | +84.16% | 加仓 |
| 10 | NSA | National Storage Affiliates | 0% | +93.95% | 加仓 |
| 11 | SPG | Simon Property Group Inc | 0% | +81.93% | 加仓 |
| 12 | DVA | Davita Inc | 0% | +113.67% | 加仓 |
| 13 | PSA | Public Storage | 0% | +102.56% | 加仓 |
| 14 | RPM | Rpm International Inc | 0% | +415.75% | 加仓 |
| 15 | CNP | Centerpoint Energy Inc | 0% | +78.29% | 加仓 |
| 16 | SEA1EUR | Seabridge Gold Inc | 0% | +31.44% | 加仓 |
| 17 | BMY | Bristol-myers Squibb Co | 0% | +121.39% | 加仓 |
| 18 | ATO | Atmos Energy CORP | 0% | +43.10% | 加仓 |
| 19 | AMZN | Amazon.com Inc | 0% | +2.02% | 加仓 |
| 20 | PCAR | Paccar Inc | — | -9.75% | 减仓 |
| 21 | NSP | Insperity Inc | -0.1% | -72.49% | 减仓 |
| 22 | TT | Trane Technologies plc | -0.1% | -9.44% | 减仓 |
| 23 | COOK | Traeger, Inc. | -0.1% | — | 不变 |
| 24 | LOW | Lowe's Cos Inc | -0.2% | -4.24% | 减仓 |
| 25 | GOOGL | Alphabet Inc-cl A | -0.2% | +2.23% | 加仓 |
| 26 | ABBV | Abbvie Inc | -0.2% | -7.77% | 减仓 |
| 27 | CRM | Salesforce Inc | -0.3% | -7.04% | 减仓 |
| 28 | MSFT | Microsoft CORP | -0.3% | -1.02% | 减仓 |
| 29 | MS | Morgan Stanley | -0.3% | +5.76% | 加仓 |
| 30 | BDX | Becton Dickinson And Co | -0.4% | +3.63% | 加仓 |
| 31 | CB | Chubb Limited | -0.6% | -9.72% | 减仓 |
| 32 | VSAT | Viasat Inc | -1.4% | — | 不变 |
| 33 | GFL | Gfl Environmental Inc-sub Vt | -2.9% | -10.15% | 减仓 |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新建仓 |
| 35 | SYK | Stryker CORP | — | EXIT | 清仓 |
| 36 | DIS | Walt Disney Co/the | — | NEW | 新建仓 |
| 37 | TMUS | T-mobile US Inc | — | EXIT | 清仓 |
| 38 | SBUX | Starbucks CORP | — | NEW | 新建仓 |
| 39 | AZO | Autozone Inc | — | EXIT | 清仓 |
| 40 | XRT | Ss Spdr S&p Retail ETF | — | EXIT | 清仓 |
| 41 | XHB | Ss Spdr S&p Homebldrs ETF | — | EXIT | 清仓 |
| 42 | UGI | Ugi CORP | — | NEW | 新建仓 |
| 43 | ELS | Equity Lifestyle Properties | — | EXIT | 清仓 |
| 44 | ASH | Ashland Inc | — | NEW | 新建仓 |
| 45 | SR | Spire Inc | — | NEW | 新建仓 |
| 46 | GNRC | Generac Holdings Inc | — | NEW | 新建仓 |
| 47 | INGR | Ingredion Inc | — | NEW | 新建仓 |
| 48 | HON | Honeywell International Inc | — | NEW | 新建仓 |
| 49 | COLM | Columbia Sportswear Co | — | NEW | 新建仓 |
| 50 | KBH | Kb Home | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Ontario Teachers Pension Plan Board 在 Q1 2024 季度的美股持仓总市值约为 US$157.7亿，共申报了 477 个公开持股仓位。
在 Q1 2024 季度，Ontario Teachers Pension Plan Board 按市值排列的前三大核心持股分别为：GFL (10.6%)、MSFT (9.1%)、GOOGL (6.2%)。其中最大持股仓位 GFL 占据整体投资组合约 10.6% 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
LQD
市值: US$6.5亿
本季最大获利了结 / 清仓标的
SYK
前期市值: US$4.9亿
在 Q1 2024 季度中，Ontario Teachers Pension Plan Board 共进行了 48 项持仓异动，包含新建仓 10 个仓位、加仓 21 个仓位、减仓 10 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 LQD。 本季清仓仓位包含 SYK。
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。
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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。