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
253 檔
20.0%
截至 Q1 2025 季度末，Zurich Insurance Group Ltd/FI 的美股持仓估值约为 US$144.1亿，全数申报仓位共有 253 档。
在 Q1 2025，Zurich Insurance Group Ltd/FI 操作展现出积极扩展与加仓意向。本季共新建仓 97 个新仓位，并对 31 个既有持股进行加仓（合计增持 128 档），相较减仓与清仓仓位显著占优。
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 20.0%，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 253 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 | 6.06% | -0.17% | +3.37% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.63% | -1.10% | +17.60% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.67% | +0.10% | -1.23% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.68% | +0.60% | +3.31% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.35% | +0.35% | -11.86% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.05% | -0.17% | +1.24% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.61% | +0.18% | -7.17% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.51% | +0.48% | +9.64% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.50% | -0.02% | +24.00% | |
| 10 | NFLX | Netflix Inc | 股票-通信服务 | 1.48% | -0.71% | -0.82% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.37% | +0.04% | +1.88% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 1.36% | +0.32% | -30.75% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.32% | -0.08% | -1.12% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | +0.07% | +41.56% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.29% | +72.28% | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.20% | +0.17% | +5771.13% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.13% | +0.14% | +120.62% | |
| 18 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.13% | -0.13% | EXIT | |
| 19 | PM | Philip Morris International | 股票-非周期性消费 | 1.08% | +0.04% | -10.85% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | -0.06% | +66.57% | |
| 21 | CAH | Cardinal Health Inc | 股票-医疗保健 | 1.06% | -0.27% | +4935.90% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 1.05% | -0.23% | — | |
| 23 | DUK | Duke Energy CORP | 股票-公用事业 | 1.04% | — | +131.87% | |
| 24 | T | At&t Inc | 股票-通信服务 | 1.02% | -0.32% | +207.44% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.00% | +0.10% | +40.59% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.00% | +0.43% | -16.50% | |
| 27 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.96% | — | +14.30% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.95% | +0.12% | -1.99% | |
| 29 | PGR | Progressive CORP | 股票-金融 | 0.95% | — | +87.94% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.92% | +0.16% | -16.45% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | -0.81% | +54.95% | |
| 32 | GE | General Electric | 股票-工业 | 0.88% | +0.27% | +70.87% | |
| 33 | EXE | Expand Energy CORP | 股票-能源 | 0.88% | — | — | |
| 34 | WDAY | Workday Inc-class A | 股票-科技 | 0.87% | — | +72.62% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.84% | +0.50% | +3.11% | |
| 36 | FISV | Fiserv Inc | 股票-其他 | 0.84% | — | +25.75% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.82% | -0.01% | +307.37% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.82% | -0.36% | EXIT | |
| 39 | LIN | Linde plc | 股票-原材料 | 0.81% | -0.35% | +113.72% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.79% | -0.45% | EXIT | |
| 41 | WELL | Welltower Inc | 股票-房地产 | 0.77% | +0.43% | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | -0.39% | +83.21% | |
| 43 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.74% | — | — | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.72% | -0.17% | EXIT | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.71% | +0.93% | +39.82% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.14% | +21.83% | |
| 47 | MO | Altria Group Inc | 股票-非周期性消费 | 0.71% | — | — | |
| 48 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.68% | +0.59% | NEW | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.67% | -0.56% | -10.86% | |
| 50 | UNM | Unum Group | 股票-金融 | 0.63% | +0.11% | -33.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -1.23% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1.6% | -7.17% | 加仓 |
| 3 | WMT | Walmart Inc | +1.3% | -30.75% | 加仓 |
| 4 | AAPL | Apple Inc | +1.3% | +3.37% | 加仓 |
| 5 | JPM | Jpmorgan Chase & Co | +1.3% | +41.56% | 加仓 |
| 6 | CSCO | Cisco Systems Inc | +1.1% | +120.62% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +1% | +66.57% | 加仓 |
| 8 | SYK | Stryker CORP | +0.7% | +26.03% | 加仓 |
| 9 | MMM | 3m Co | +0.5% | — | 加仓 |
| 10 | MSI | Motorola Solutions Inc | +0.5% | +38.05% | 加仓 |
| 11 | HD | Home Depot Inc | +0.4% | -38.74% | 加仓 |
| 12 | MSFT | Microsoft CORP | +0.3% | +17.60% | 加仓 |
| 13 | ADP | Automatic Data Processing | +0.3% | — | 加仓 |
| 14 | KR | Kroger Co | +0.3% | — | 加仓 |
| 15 | KLAC | Kla CORP | +0.3% | +104.96% | 加仓 |
| 16 | FISV | Fiserv Inc | +0.2% | +25.75% | 加仓 |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | — | 加仓 |
| 18 | BMY | Bristol-myers Squibb Co | +0.2% | -11.18% | 加仓 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | -7.60% | 加仓 |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | — | 加仓 |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | — | 加仓 |
| 22 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | — | 加仓 |
| 23 | RACE | Ferrari N.V. | +0.1% | -40.65% | 加仓 |
| 24 | MBB | Ishares Mbs ETF | 0% | — | 加仓 |
| 25 | ALC | Alcon Inc. | 0% | -1.50% | 加仓 |
| 26 | VMBS | Vanguard Mortgage-backed Sec | 0% | — | 加仓 |
| 27 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | — | 加仓 |
| 28 | BAC | Bank Of America CORP | -0.2% | -16.50% | 加仓 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.94% | 减仓 |
| 30 | CVS | Cvs Health CORP | -0.3% | — | 减仓 |
| 31 | FCX | Freeport-mcmoran Inc | -0.3% | — | 减仓 |
| 32 | NFLX | Netflix Inc | -0.4% | -0.82% | 减仓 |
| 33 | STLA | Stellantis N.V. | -0.4% | -66.94% | 减仓 |
| 34 | ADI | Analog Devices Inc | -0.7% | +26.10% | 减仓 |
| 35 | LEN | Lennar Corp-a | -0.7% | — | 减仓 |
| 36 | KKR | Kkr & Co Inc | -0.8% | -6.31% | 减仓 |
| 37 | MA | Mastercard Inc - A | -0.8% | -1.12% | 减仓 |
| 38 | TSCO | Tractor Supply Company | -0.8% | — | 加仓 |
| 39 | TXN | Texas Instruments Inc | -1.1% | +39.82% | 减仓 |
| 40 | META | Meta Platforms Inc-class A | -1.1% | +1.24% | 减仓 |
| 41 | GS | Goldman Sachs Group Inc | -1.1% | -22.64% | 减仓 |
| 42 | NEE | Nextera Energy Inc | -1.1% | -19.80% | 减仓 |
| 43 | AMT | American Tower CORP | -1.2% | — | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -1.2% | +3.31% | 加仓 |
| 45 | AMAT | Applied Materials Inc | -1.3% | -68.06% | 减仓 |
| 46 | AMZN | Amazon.com Inc | -1.3% | -11.86% | 加仓 |
| 47 | UNH | Unitedhealth Group Inc | -1.4% | +3.11% | 减仓 |
| 48 | CRM | Salesforce Inc | -1.6% | -61.23% | 减仓 |
| 49 | ADBE | Adobe Inc | — | EXIT | 清仓 |
| 50 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Zurich Insurance Group Ltd/FI 在 Q1 2025 季度的美股持仓总市值约为 US$144.1亿，共申报了 253 个公开持股仓位。
在 Q1 2025 季度，Zurich Insurance Group Ltd/FI 按市值排列的前三大核心持股分别为：AAPL (6.1%)、MSFT (5.6%)、NVDA (4.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.1% 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
LLY
市值: US$1.9亿
本季最大获利了结 / 清仓标的
ADBE
前期市值: US$2.1亿
在 Q1 2025 季度中，Zurich Insurance Group Ltd/FI 共进行了 200 项持仓异动，包含新建仓 97 个仓位、加仓 31 个仓位、减仓 17 个仓位以及清仓 55 个仓位。 其中最大新建仓标的为 LLY。 本季清仓仓位包含 ADBE。
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。