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: 0001637689
申报总市值
US$241.5亿
US$241.5亿
531 檔
7.3%
根据最新整理的 13F 季度数据集，Swiss Life Asset Management Ltd 于 Q1 2024 结束时的管理资产规模为 US$241.5亿。该机构在本季度申报了 531 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2024，Swiss Life Asset Management Ltd 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 0 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Swiss Life Asset Management Ltd 的前 5 大核心持股（包含 MSFT, AAPL, EEM 等）合计占整体申报市值的 7.3%，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 531 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 | 6.65% | -0.47% | -14.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.00% | +0.06% | -20.19% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 4.94% | — | — | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.80% | -0.34% | -17.77% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.27% | +0.07% | -16.48% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.98% | -0.24% | -21.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | +0.19% | -19.96% | |
| 8 | MO | Altria Group Inc | 股票-非周期性消费 | 1.70% | -0.16% | +372.16% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.52% | +0.05% | -23.17% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | +0.64% | -8.56% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.35% | +0.24% | -9.06% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.28% | +0.07% | -5.95% | |
| 13 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.04% | -0.51% | +32.65% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | -0.03% | +60.02% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | +0.01% | +51.70% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.07% | -33.29% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 0.98% | -0.04% | -5.08% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.97% | -0.01% | +10.88% | |
| 19 | TSLA | Tesla Inc | 股票-周期性消费 | 0.94% | — | -15.94% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | -0.24% | -12.81% | |
| 21 | MMM | 3m Co | 股票-工业 | 0.79% | — | +94.53% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.04% | -36.77% | |
| 23 | DOW | Dow Inc | 股票-原材料 | 0.72% | -0.08% | +373.95% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.71% | -0.12% | -23.89% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.27% | -35.89% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.07% | -10.31% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.67% | -0.16% | -25.28% | |
| 28 | BLKCHF | Blackrock Inc | 股票-其他 | 0.65% | — | +79.03% | |
| 29 | BX | Blackstone Inc | 股票-金融 | 0.64% | -0.09% | +866.72% | |
| 30 | PM | Philip Morris International | 股票-非周期性消费 | 0.62% | — | +75.34% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.62% | -0.15% | +18.18% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | -0.14% | -40.28% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.59% | -0.04% | -12.46% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.59% | +0.08% | +12.03% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工业 | 0.56% | -0.06% | +82.65% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | +0.76% | -16.38% | |
| 37 | T | At&t Inc | 股票-通信服务 | 0.56% | -0.04% | +80.29% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | -0.09% | +12.00% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.53% | +0.17% | NEW | |
| 40 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.53% | -0.04% | +184.90% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.05% | +3.97% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.51% | +0.04% | +10.95% | |
| 43 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.50% | -0.03% | +287.61% | |
| 44 | FAST | Fastenal Co | 股票-工业 | 0.50% | -0.06% | +126.01% | |
| 45 | NFLX | Netflix Inc | 股票-通信服务 | 0.50% | -0.25% | -27.40% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.48% | -0.02% | +25.84% | |
| 47 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.46% | +0.01% | +0.31% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.46% | -0.07% | -4.58% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.33% | -19.25% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.22% | -34.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -17.77% | 减仓 |
| 2 | MO | Altria Group Inc | +1.4% | +372.16% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | -14.73% | 减仓 |
| 4 | DOW | Dow Inc | +0.6% | +373.95% | 加仓 |
| 5 | BX | Blackstone Inc | +0.6% | +866.72% | 加仓 |
| 6 | IBM | Intl Business Machines CORP | +0.6% | +60.02% | 加仓 |
| 7 | COST | Costco Wholesale CORP | +0.5% | +51.70% | 加仓 |
| 8 | MMM | 3m Co | +0.4% | +94.53% | 加仓 |
| 9 | VZ | Verizon Communications Inc | +0.4% | +32.65% | 加仓 |
| 10 | DRI | Darden Restaurants Inc | +0.4% | +287.61% | 加仓 |
| 11 | TROW | T Rowe Price Group Inc | +0.4% | +184.90% | 加仓 |
| 12 | LLY | Eli Lilly & Co | +0.4% | -9.06% | 减仓 |
| 13 | FAST | Fastenal Co | +0.3% | +126.01% | 加仓 |
| 14 | BLKCHF | Blackrock Inc | +0.3% | +79.03% | 加仓 |
| 15 | LYB | LyondellBasell Industries N.V. | +0.3% | +176.69% | 加仓 |
| 16 | ABBV | Abbvie Inc | +0.3% | +10.88% | 加仓 |
| 17 | T | At&t Inc | +0.3% | +80.29% | 加仓 |
| 18 | PM | Philip Morris International | +0.3% | +75.34% | 加仓 |
| 19 | UPS | United Parcel Service-cl B | +0.3% | +82.65% | 加仓 |
| 20 | PAYX | Paychex Inc | +0.3% | +139.26% | 加仓 |
| 21 | SO | Southern Co/the | +0.3% | +102.88% | 加仓 |
| 22 | OKE | Oneok Inc | +0.3% | +82.46% | 加仓 |
| 23 | UBER | Uber Technologies Inc | +0.2% | +166.47% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | — | -19.96% | 减仓 |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | -23.17% | 减仓 |
| 26 | JPM | Jpmorgan Chase & Co | -0.1% | -33.29% | 减仓 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -35.89% | 减仓 |
| 28 | CSCO | Cisco Systems Inc | -0.2% | -34.03% | 减仓 |
| 29 | WMT | Walmart Inc | -0.2% | +34.27% | 加仓 |
| 30 | INTC | Intel CORP | -0.2% | -39.24% | 减仓 |
| 31 | BKNG | Booking Holdings Inc | -0.2% | -56.59% | 减仓 |
| 32 | PG | Procter & Gamble Co/the | -0.2% | -40.28% | 减仓 |
| 33 | RSG | Republic Services Inc | -0.2% | -74.48% | 减仓 |
| 34 | PLD | Prologis Inc | -0.2% | -77.78% | 减仓 |
| 35 | CMCSA | Comcast Corp-class A | -0.2% | -46.09% | 减仓 |
| 36 | LOW | Lowe's Cos Inc | -0.2% | -76.80% | 减仓 |
| 37 | DHR | Danaher CORP | -0.2% | -73.42% | 减仓 |
| 38 | V | Visa Inc-class A Shares | -0.2% | -36.77% | 减仓 |
| 39 | WFC | Wells Fargo & Co | -0.2% | -79.56% | 减仓 |
| 40 | WM | Waste Management Inc | -0.2% | -78.70% | 减仓 |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.2% | -73.91% | 减仓 |
| 42 | ZTS | Zoetis Inc | -0.2% | -81.13% | 减仓 |
| 43 | LIN | Linde plc | -0.3% | -71.80% | 减仓 |
| 44 | PXDEUR | Pioneer Natural Resources Co | -0.3% | -86.64% | 减仓 |
| 45 | BAC | Bank Of America CORP | -0.3% | -73.74% | 减仓 |
| 46 | PEP | Pepsico Inc | -0.4% | -77.95% | 减仓 |
| 47 | TSLA | Tesla Inc | -0.4% | -15.94% | 减仓 |
| 48 | KO | Coca-cola Co/the | -0.4% | -80.30% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -74.65% | 减仓 |
| 50 | AAPL | Apple Inc | -1.1% | -20.19% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Swiss Life Asset Management Ltd 在 Q1 2024 季度的美股持仓总市值约为 US$241.5亿，共申报了 531 个公开持股仓位。
在 Q1 2024 季度，Swiss Life Asset Management Ltd 按市值排列的前三大核心持股分别为：MSFT (6.7%)、AAPL (5.0%)、EEM (4.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.7% 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。
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$5.1亿
在 Q1 2024 季度中，Swiss Life Asset Management Ltd 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 21 个仓位、减仓 29 个仓位以及清仓 0 个仓位。
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。