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
706 檔
12.8%
Swiss Life Asset Management Ltd 在 Q1 2025 季度的美股仓位总计估值为 US$241.5亿，分散于 706 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Swiss Life Asset Management Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 158 个既有持股进行加仓（合计增持 159 档），相较减仓与清仓仓位显著占优。
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, NVDA, AAPL 等）合计占整体申报市值的 12.8%，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 706 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 | 5.98% | -0.47% | +10.73% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.90% | -0.34% | +10.14% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.42% | +0.06% | +5.48% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.95% | +0.07% | +5.74% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.15% | -0.24% | +4.46% | |
| 6 | MO | Altria Group Inc | 股票-非周期性消费 | 2.01% | -0.16% | -0.89% | |
| 7 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.93% | -0.51% | +2.27% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | +0.19% | +8.56% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | +0.64% | +7.35% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.61% | — | -58.48% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.51% | — | +10.40% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.43% | +0.05% | +16.05% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 1.40% | -0.37% | +1.10% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.36% | -0.01% | +8.60% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.32% | +0.24% | +12.33% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | -0.24% | +8.79% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.09% | -0.03% | +6.14% | |
| 18 | PFE | Pfizer Inc | 股票-医疗保健 | 1.05% | -0.32% | +2.23% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工业 | 0.88% | -0.06% | +2.13% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 0.84% | -0.04% | -0.99% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.33% | +2.63% | |
| 22 | PM | Philip Morris International | 股票-非周期性消费 | 0.81% | — | +2.72% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | -0.04% | +48.56% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.07% | +4.96% | |
| 25 | BLK | Blackrock Inc | 股票-金融 | 0.73% | -0.15% | +5.88% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.71% | +0.07% | +7.59% | |
| 27 | PAYX | Paychex Inc | 股票-科技 | 0.70% | -0.08% | +2.77% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.27% | +5.01% | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 0.63% | -0.07% | +7.05% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.62% | +0.03% | +4.15% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.22% | +17.32% | |
| 32 | BX | Blackstone Inc | 股票-金融 | 0.59% | -0.09% | +1.89% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | -0.09% | +10.15% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.57% | +0.08% | +6.80% | |
| 35 | NFLX | Netflix Inc | 股票-通信服务 | 0.57% | -0.25% | +8.14% | |
| 36 | MDT | Medtronic plc | 股票-医疗保健 | 0.55% | +0.26% | NEW | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | -0.14% | +29.88% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.53% | -0.12% | +26.23% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | -0.16% | +25.42% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.50% | -0.07% | +0.94% | |
| 41 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.50% | -0.03% | +2.75% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.05% | +3.04% | |
| 43 | DOW | Dow Inc | 股票-原材料 | 0.48% | -0.08% | +0.67% | |
| 44 | NOW | Servicenow Inc | 股票-科技 | 0.46% | -0.07% | -2.84% | |
| 45 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.46% | +0.01% | +3.59% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | -0.08% | +4.99% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.45% | +0.17% | NEW | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +48.93% | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.45% | -0.02% | +1.83% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.43% | +0.04% | +4.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.3% | +48.56% | 加仓 |
| 2 | ABBV | Abbvie Inc | +0.3% | +8.60% | 加仓 |
| 3 | VZ | Verizon Communications Inc | +0.2% | +2.27% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +8.79% | 加仓 |
| 5 | MO | Altria Group Inc | +0.2% | -0.89% | 减仓 |
| 6 | PM | Philip Morris International | +0.2% | +2.72% | 加仓 |
| 7 | LLY | Eli Lilly & Co | +0.2% | +12.33% | 加仓 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +48.93% | 加仓 |
| 9 | CME | Cme Group Inc | +0.2% | +1.10% | 加仓 |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +6.14% | 加仓 |
| 11 | AMGN | Amgen Inc | +0.1% | +7.05% | 加仓 |
| 12 | PG | Procter & Gamble Co/the | +0.1% | +29.88% | 加仓 |
| 13 | CVX | Chevron CORP | +0.1% | +2.63% | 加仓 |
| 14 | MA | Mastercard Inc - A | +0.1% | +25.42% | 加仓 |
| 15 | KO | Coca-cola Co/the | +0.1% | +23.49% | 加仓 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +17.32% | 加仓 |
| 17 | CVS | Cvs Health CORP | +0.1% | +4.89% | 加仓 |
| 18 | GE | General Electric | +0.1% | +11.57% | 加仓 |
| 19 | COST | Costco Wholesale CORP | +0.1% | +26.47% | 加仓 |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +3.59% | 加仓 |
| 21 | ELV | Elevance Health Inc | +0.1% | +90.98% | 加仓 |
| 22 | INTU | Intuit Inc | +0.1% | +31.19% | 加仓 |
| 23 | AMT | American Tower CORP | +0.1% | +74.90% | 加仓 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +5.01% | 加仓 |
| 25 | MCD | Mcdonald's CORP | +0.1% | +10.15% | 加仓 |
| 26 | PGR | Progressive CORP | +0.1% | +8.93% | 加仓 |
| 27 | PAYX | Paychex Inc | +0.1% | +2.77% | 加仓 |
| 28 | FISV | Fiserv Inc | +0.1% | +60.82% | 加仓 |
| 29 | MDT | Medtronic plc | +0.1% | +2.93% | 加仓 |
| 30 | MELI | Mercadolibre Inc | +0.1% | +81.57% | 加仓 |
| 31 | GS | Goldman Sachs Group Inc | +0.1% | +69.52% | 加仓 |
| 32 | UNH | Unitedhealth Group Inc | +0.1% | +7.59% | 加仓 |
| 33 | NFLX | Netflix Inc | +0.1% | +8.14% | 加仓 |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.99% | 加仓 |
| 35 | LIN | Linde plc | +0.1% | +23.66% | 加仓 |
| 36 | MRK | Merck & Co. Inc. | +0.1% | +26.23% | 加仓 |
| 37 | NEM | Newmont CORP | +0.1% | +92.56% | 加仓 |
| 38 | DRI | Darden Restaurants Inc | +0.1% | +2.75% | 加仓 |
| 39 | SPOT | Spotify Technology S.A. | +0.1% | +181.36% | 加仓 |
| 40 | KMI | Kinder Morgan, Inc. | +0.1% | +12.04% | 加仓 |
| 41 | JNJ | Johnson & Johnson | +0.1% | +90.62% | 加仓 |
| 42 | EXC | Exelon CORP | +0.1% | +85.74% | 加仓 |
| 43 | T | At&t Inc | +0.1% | +7.73% | 加仓 |
| 44 | PEP | Pepsico Inc | +0.1% | +25.48% | 加仓 |
| 45 | BMY | Bristol-myers Squibb Co | +0.1% | +5.28% | 加仓 |
| 46 | ABT | Abbott Laboratories | +0.1% | +28.31% | 加仓 |
| 47 | MRSH | Marsh & Mclennan Cos | +0.1% | +26.09% | 加仓 |
| 48 | IQV | Iqvia Holdings Inc | +0.1% | +170.26% | 加仓 |
| 49 | EQH | Equitable Holdings Inc | +0.1% | +281.54% | 加仓 |
| 50 | MTD | Mettler-toledo International | +0.1% | +188.34% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Swiss Life Asset Management Ltd 在 Q1 2025 季度的美股持仓总市值约为 US$241.5亿，共申报了 706 个公开持股仓位。
在 Q1 2025 季度，Swiss Life Asset Management Ltd 按市值排列的前三大核心持股分别为：MSFT (6.0%)、NVDA (5.9%)、AAPL (5.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.0% 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
PDD
市值: US$246.2万
本季最大获利了结 / 清仓标的
NXT
前期市值: US$283.4万
在 Q1 2025 季度中，Swiss Life Asset Management Ltd 共进行了 200 项持仓异动，包含新建仓 1 个仓位、加仓 158 个仓位、减仓 40 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 PDD。 本季清仓仓位包含 NXT。
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。