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: 0001127799
申报总市值
US$144.1亿
US$144.1亿
212 檔
20.5%
Q3 2024 季度申报显示，Zurich Insurance Group Ltd/FI 披露的美股组合总市值为 US$144.1亿，涵盖 212 个不同之权益投资仓位。
在 Q3 2024，Zurich Insurance Group Ltd/FI 展现出较为审慎的避险与获利了结姿态。本季共减仓 53 个仓位并完全清仓 52 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，Zurich Insurance Group Ltd/FI 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 20.5%，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 212 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 | 6.44% | -0.17% | -7.80% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.16% | -1.10% | -7.25% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.49% | +0.10% | -2.93% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.78% | +0.60% | -12.07% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.17% | +0.35% | -26.25% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.11% | -0.17% | -6.91% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 1.88% | +0.32% | +26.29% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.80% | +0.18% | +816.30% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 1.62% | +0.16% | -10.21% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.59% | +0.48% | -28.25% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.35% | -0.04% | +2655.71% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.34% | -0.08% | +20.41% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.34% | +0.50% | +2205.32% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 1.24% | — | +5.19% | |
| 15 | GE | General Electric | 股票-工业 | 1.15% | +0.27% | -5.88% | |
| 16 | TDG | Transdigm Group Inc | 股票-工业 | 1.14% | — | +49.68% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | -0.29% | +7.57% | |
| 18 | CARR | Carrier Global CORP | 股票-工业 | 1.11% | — | — | |
| 19 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.07% | +0.08% | — | |
| 20 | NFLX | Netflix Inc | 股票-通信服务 | 1.07% | -0.71% | -13.23% | |
| 21 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.06% | -0.13% | EXIT | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -0.81% | -14.49% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | -0.02% | +37.96% | |
| 24 | CRH | CRH plc | 股票-原材料 | 1.04% | -0.05% | +7.53% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 1.01% | +0.04% | — | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.96% | +0.43% | -21.66% | |
| 27 | PM | Philip Morris International | 股票-非周期性消费 | 0.95% | +0.04% | — | |
| 28 | CLH | Clean Harbors Inc | 股票-工业 | 0.88% | — | -6.89% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.85% | +0.35% | +4018.63% | |
| 30 | NEM | Newmont CORP | 股票-原材料 | 0.83% | -0.08% | — | |
| 31 | AXON | Axon Enterprise Inc | 股票-工业 | 0.83% | — | +18.80% | |
| 32 | RMD | Resmed Inc | 股票-医疗保健 | 0.79% | -0.01% | -5.65% | |
| 33 | MET | Metlife Inc | 股票-金融 | 0.78% | — | — | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | +0.62% | -5.00% | |
| 35 | CSL | Carlisle Cos Inc | 股票-工业 | 0.77% | -0.19% | +5.75% | |
| 36 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.75% | — | +21.35% | |
| 37 | RGA | Reinsurance Group Of America | 股票-金融 | 0.74% | — | -20.90% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.74% | +0.93% | -33.00% | |
| 39 | BRX | Brixmor Property Group Inc | 股票-房地产 | 0.73% | — | +44.69% | |
| 40 | AIT | Applied Industrial Tech Inc | 股票-工业 | 0.71% | +0.55% | NEW | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | -0.45% | EXIT | |
| 42 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.69% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | +0.07% | -58.06% | |
| 44 | INTU | Intuit Inc | 股票-科技 | 0.68% | — | +11.46% | |
| 45 | KLAC | Kla CORP | 股票-科技 | 0.67% | +0.52% | -6.69% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | -0.06% | +235.41% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.67% | — | -31.40% | |
| 48 | WDAY | Workday Inc-class A | 股票-科技 | 0.66% | — | — | |
| 49 | KKR | Kkr & Co Inc | 股票-金融 | 0.64% | +0.10% | NEW | |
| 50 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.63% | +0.10% | -23.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +1.3% | +2655.71% | 加仓 |
| 2 | UNH | Unitedhealth Group Inc | +1.3% | +2205.32% | 加仓 |
| 3 | CARR | Carrier Global CORP | +1.1% | NEW | 新建仓 |
| 4 | SBUX | Starbucks CORP | +1.1% | NEW | 新建仓 |
| 5 | TSLA | Tesla Inc | +1% | NEW | 新建仓 |
| 6 | PM | Philip Morris International | +1% | NEW | 新建仓 |
| 7 | NEM | Newmont CORP | +0.8% | NEW | 新建仓 |
| 8 | CAT | Caterpillar Inc | +0.8% | +4018.63% | 加仓 |
| 9 | MET | Metlife Inc | +0.8% | NEW | 新建仓 |
| 10 | AIT | Applied Industrial Tech Inc | +0.7% | NEW | 新建仓 |
| 11 | NKE | Nike Inc -cl B | +0.7% | NEW | 新建仓 |
| 12 | MCD | Mcdonald's CORP | +0.7% | +3580.14% | 加仓 |
| 13 | WDAY | Workday Inc-class A | +0.7% | NEW | 新建仓 |
| 14 | TRP | Tc Energy CORP | +0.6% | NEW | 新建仓 |
| 15 | DHI | Dr Horton Inc | +0.6% | NEW | 新建仓 |
| 16 | WMT | Walmart Inc | +0.6% | +26.29% | 加仓 |
| 17 | TECK | Teck Resources Ltd-cls B | +0.6% | NEW | 新建仓 |
| 18 | SW | Smurfit Westrock Plc | +0.6% | NEW | 新建仓 |
| 19 | CM | Can Imperial Bk Of Commerce | +0.5% | NEW | 新建仓 |
| 20 | BLDR | Builders Firstsource Inc | +0.5% | NEW | 新建仓 |
| 21 | CL | Colgate-palmolive Co | +0.5% | +2785.01% | 加仓 |
| 22 | JNJ | Johnson & Johnson | +0.5% | +235.41% | 加仓 |
| 23 | LMT | Lockheed Martin CORP | +0.5% | +2098.76% | 加仓 |
| 24 | TDG | Transdigm Group Inc | +0.4% | +49.68% | 加仓 |
| 25 | BRO | Brown & Brown Inc | +0.4% | +258.04% | 加仓 |
| 26 | DUK | Duke Energy CORP | +0.4% | NEW | 新建仓 |
| 27 | UMBF | Umb Financial CORP | +0.4% | NEW | 新建仓 |
| 28 | SYF | Synchrony Financial | +0.4% | +389.75% | 加仓 |
| 29 | MTB | M & T Bank CORP | +0.4% | NEW | 新建仓 |
| 30 | TD | Toronto-dominion Bank | +0.4% | NEW | 新建仓 |
| 31 | BNY | Bank Of New York Mellon CORP | +0.4% | NEW | 新建仓 |
| 32 | DELL | Dell Technologies -c | +0.4% | +497.03% | 加仓 |
| 33 | POOL | Pool CORP | +0.4% | NEW | 新建仓 |
| 34 | BN | Brookfield CORP | +0.3% | NEW | 新建仓 |
| 35 | MA | Mastercard Inc - A | +0.3% | +20.41% | 加仓 |
| 36 | AXON | Axon Enterprise Inc | +0.3% | +18.80% | 加仓 |
| 37 | V | Visa Inc-class A Shares | +0.3% | +37.96% | 加仓 |
| 38 | BRX | Brixmor Property Group Inc | +0.3% | +44.69% | 加仓 |
| 39 | NEE | Nextera Energy Inc | +0.3% | NEW | 新建仓 |
| 40 | ICE | Intercontinental Exchange In | +0.3% | NEW | 新建仓 |
| 41 | PGR | Progressive CORP | +0.3% | +5.19% | 加仓 |
| 42 | CRH | CRH plc | +0.2% | +7.53% | 加仓 |
| 43 | PNC | Pnc Financial Services Group | +0.2% | NEW | 新建仓 |
| 44 | FITB | Fifth Third Bancorp | +0.2% | NEW | 新建仓 |
| 45 | PG | Procter & Gamble Co/the | +0.2% | +536.14% | 加仓 |
| 46 | PEG | Public Service Enterprise Gp | +0.2% | +21.35% | 加仓 |
| 47 | CEG | Constellation Energy | +0.2% | +80.73% | 加仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +7.57% | 加仓 |
| 49 | VICI | Vici Properties Inc | +0.2% | NEW | 新建仓 |
| 50 | GILD | Gilead Sciences Inc | +0.2% | +791.48% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Zurich Insurance Group Ltd/FI 在 Q3 2024 季度的美股持仓总市值约为 US$144.1亿，共申报了 212 个公开持股仓位。
在 Q3 2024 季度，Zurich Insurance Group Ltd/FI 按市值排列的前三大核心持股分别为：AAPL (6.4%)、MSFT (6.2%)、NVDA (5.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.4% 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
CARR
市值: US$1.3亿
本季最大获利了结 / 清仓标的
DHR
前期市值: US$1.2亿
在 Q3 2024 季度中，Zurich Insurance Group Ltd/FI 共进行了 177 项持仓异动，包含新建仓 35 个仓位、加仓 37 个仓位、减仓 53 个仓位以及清仓 52 个仓位。 其中最大新建仓标的为 CARR。 本季清仓仓位包含 DHR。
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。