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
233 檔
22.8%
在 Q4 2024 申报期间，Zurich Insurance Group Ltd/FI（CIK: 0001127799）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$144.1亿，共持有 233 个公开申报仓位。
Zurich Insurance Group Ltd/FI 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 56 个全新仓位及加仓 47 档持股的同时，亦同步清仓 35 档并减仓 58 档标的。
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, NVDA, MSFT 等）合计占整体申报市值的 22.8%，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 233 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 | 6.66% | -0.17% | -0.04% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.90% | +0.10% | +1.08% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.41% | -1.10% | -6.70% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.41% | +0.35% | +22.71% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.39% | +0.60% | +5.67% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.08% | -0.17% | +0.66% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.42% | +0.18% | +3.80% | |
| 8 | TSLA | Tesla Inc | 股票-周期性消费 | 2.11% | +0.04% | +41.62% | |
| 9 | WMT | Walmart Inc | 股票-非周期性消费 | 2.04% | +0.32% | +0.63% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 1.53% | — | +110.87% | |
| 11 | NFLX | Netflix Inc | 股票-通信服务 | 1.44% | -0.71% | +10.87% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.33% | +0.16% | -13.06% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.29% | +0.48% | -3.08% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.29% | -0.08% | -6.14% | |
| 15 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.28% | -0.13% | EXIT | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.27% | +0.43% | +24.26% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | -0.02% | -4.56% | |
| 18 | CLH | Clean Harbors Inc | 股票-工业 | 0.98% | — | +21.67% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 0.96% | +0.12% | — | |
| 20 | PM | Philip Morris International | 股票-非周期性消费 | 0.92% | +0.04% | +2.02% | |
| 21 | CRH | CRH plc | 股票-原材料 | 0.92% | -0.05% | -8.56% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | +0.07% | +19.44% | |
| 23 | AXON | Axon Enterprise Inc | 股票-工业 | 0.86% | — | -26.75% | |
| 24 | UNM | Unum Group | 股票-金融 | 0.86% | +0.11% | — | |
| 25 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.86% | +0.23% | — | |
| 26 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.84% | +0.59% | NEW | |
| 27 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 0.84% | -0.12% | EXIT | |
| 28 | CCL1EUR | Carnival CORP LTD | 股票-周期性消费 | 0.82% | -0.05% | EXIT | |
| 29 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.79% | +0.50% | -28.96% | |
| 30 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.79% | — | — | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.78% | -0.04% | -37.31% | |
| 32 | AIT | Applied Industrial Tech Inc | 股票-工业 | 0.74% | +0.55% | NEW | |
| 33 | APO | Apollo Global Management Inc | 股票-金融 | 0.73% | -0.12% | +12.43% | |
| 34 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.70% | — | — | |
| 35 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.69% | — | +89.53% | |
| 36 | KKR | Kkr & Co Inc | 股票-金融 | 0.69% | +0.10% | NEW | |
| 37 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.68% | -0.06% | +232.09% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.56% | +146.29% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.65% | -0.23% | EXIT | |
| 40 | ET | Energy Transfer LP | 股票-能源 | 0.65% | -0.04% | — | |
| 41 | RMD | Resmed Inc | 股票-医疗保健 | 0.63% | -0.01% | -11.53% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.29% | -40.70% | |
| 43 | FISV | Fiserv Inc | 股票-其他 | 0.62% | — | +17.91% | |
| 44 | MRVL | Marvell Technology Inc | 股票-科技 | 0.61% | — | — | |
| 45 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.61% | +0.10% | +11.69% | |
| 46 | SYF | Synchrony Financial | 股票-金融 | 0.61% | — | +0.43% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.59% | +0.62% | -1.20% | |
| 48 | PCG | P G & E CORP | 股票-公用事业 | 0.59% | — | +272.47% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.59% | +0.04% | +41.94% | |
| 50 | WDAY | Workday Inc-class A | 股票-科技 | 0.56% | — | -16.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.2% | +22.71% | 加仓 |
| 2 | TSLA | Tesla Inc | +1.1% | +41.62% | 加仓 |
| 3 | WFC | Wells Fargo & Co | +1% | NEW | 新建仓 |
| 4 | CRM | Salesforce Inc | +0.9% | +110.87% | 加仓 |
| 5 | UNM | Unum Group | +0.9% | NEW | 新建仓 |
| 6 | APD | Air Products & Chemicals Inc | +0.9% | NEW | 新建仓 |
| 7 | HWM | Howmet Aerospace Inc | +0.8% | NEW | 新建仓 |
| 8 | CCL1EUR | Carnival CORP LTD | +0.8% | NEW | 新建仓 |
| 9 | BNS | Bank Of Nova Scotia | +0.8% | NEW | 新建仓 |
| 10 | ORLY | O'reilly Automotive Inc | +0.7% | NEW | 新建仓 |
| 11 | ET | Energy Transfer LP | +0.7% | NEW | 新建仓 |
| 12 | AVGO | Broadcom Inc | +0.6% | +3.80% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.6% | +5.67% | 加仓 |
| 14 | MRVL | Marvell Technology Inc | +0.6% | NEW | 新建仓 |
| 15 | BA | Boeing Co/the | +0.6% | NEW | 新建仓 |
| 16 | IBM | Intl Business Machines CORP | +0.5% | +2519.87% | 加仓 |
| 17 | FLUT | Flutter Entertainment plc | +0.5% | +869.95% | 加仓 |
| 18 | PAYC | Paycom Software Inc | +0.5% | NEW | 新建仓 |
| 19 | GILD | Gilead Sciences Inc | +0.5% | +232.09% | 加仓 |
| 20 | CTRA | Coterra Energy Inc | +0.5% | NEW | 新建仓 |
| 21 | CSCO | Cisco Systems Inc | +0.5% | +1189.12% | 加仓 |
| 22 | CMG | Chipotle Mexican Grill Inc | +0.4% | NEW | 新建仓 |
| 23 | PCG | P G & E CORP | +0.4% | +272.47% | 加仓 |
| 24 | NVDA | Nvidia CORP | +0.4% | +1.08% | 加仓 |
| 25 | HON | Honeywell International Inc | +0.4% | +2458.85% | 加仓 |
| 26 | DECK | Deckers Outdoor CORP | +0.4% | +89.53% | 加仓 |
| 27 | CVX | Chevron CORP | +0.4% | +146.29% | 加仓 |
| 28 | NFLX | Netflix Inc | +0.4% | +10.87% | 加仓 |
| 29 | DIS | Walt Disney Co/the | +0.4% | NEW | 新建仓 |
| 30 | RCL | Royal Caribbean Cruises Ltd. | +0.4% | NEW | 新建仓 |
| 31 | HUBS | Hubspot Inc | +0.4% | NEW | 新建仓 |
| 32 | ETN | Eaton Corporation plc | +0.3% | NEW | 新建仓 |
| 33 | DDOG | Datadog Inc - Class A | +0.3% | NEW | 新建仓 |
| 34 | BAC | Bank Of America CORP | +0.3% | +24.26% | 加仓 |
| 35 | ULTA | Ulta Beauty Inc | +0.3% | NEW | 新建仓 |
| 36 | SW | Smurfit Westrock Plc | +0.3% | +44.93% | 加仓 |
| 37 | SPOT | Spotify Technology S.A. | +0.3% | NEW | 新建仓 |
| 38 | COP | Conocophillips | +0.3% | NEW | 新建仓 |
| 39 | T | At&t Inc | +0.3% | NEW | 新建仓 |
| 40 | LRCX | Lam Research CORP | +0.3% | NEW | 新建仓 |
| 41 | AEM | Agnico Eagle Mines LTD | +0.2% | NEW | 新建仓 |
| 42 | AAPL | Apple Inc | +0.2% | -0.04% | 减仓 |
| 43 | BSX | Boston Scientific CORP | +0.2% | +18.00% | 加仓 |
| 44 | APO | Apollo Global Management Inc | +0.2% | +12.43% | 加仓 |
| 45 | GS | Goldman Sachs Group Inc | +0.2% | +41.94% | 加仓 |
| 46 | JPM | Jpmorgan Chase & Co | +0.2% | +19.44% | 加仓 |
| 47 | C | Citigroup Inc | +0.2% | NEW | 新建仓 |
| 48 | TRV | Travelers Cos Inc/the | +0.2% | NEW | 新建仓 |
| 49 | BMY | Bristol-myers Squibb Co | +0.2% | +707.03% | 加仓 |
| 50 | EQIX | Equinix Inc | +0.2% | +121.41% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Zurich Insurance Group Ltd/FI 在 Q4 2024 季度的美股持仓总市值约为 US$144.1亿，共申报了 233 个公开持股仓位。
在 Q4 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 (6.7%)、NVDA (5.9%)、MSFT (5.4%)。其中最大持股仓位 AAPL 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。
本季最大新建仓标的
WFC
市值: US$1.2亿
本季最大获利了结 / 清仓标的
TDG
前期市值: US$1.3亿
在 Q4 2024 季度中，Zurich Insurance Group Ltd/FI 共进行了 196 项持仓异动，包含新建仓 56 个仓位、加仓 47 个仓位、减仓 58 个仓位以及清仓 35 个仓位。 其中最大新建仓标的为 WFC。 本季清仓仓位包含 TDG。
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。