13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001522877
申報總市值
US$79.5億
US$79.5億
282 檔
19.4%
截至 Q2 2024 季度末，AIA Group Ltd 的美股持倉估值約為 US$79.5億，全數申報部位共有 282 檔。
在 Q2 2024，AIA Group Ltd 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 36 個既有持股進行加碼（合計增持 40 檔），相較減碼與清倉部位顯著佔優。
整體而言，AIA Group Ltd 的前 5 大持股（包含 IVV, MSFT, TLT）貢獻了組合市值的 19.4%，形成該機構在 Q2 2024 季度的基本面基石。
僅顯示前 200 大持股（共 282 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 29.90% | +2.88% | +40.46% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.06% | +0.73% | +8.52% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.00% | -0.34% | +13.59% | |
| 4 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 3.74% | +0.68% | +19.71% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.46% | +4.41% | -75.21% | |
| 6 | TXN | Texas Instruments Inc | 股票-科技 | 2.15% | +0.32% | +5.09% | |
| 7 | DE | Deere & Co | 股票-工業 | 2.01% | +0.19% | +4.77% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 1.91% | +0.03% | +5.86% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.77% | +0.23% | +7.97% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.56% | +0.40% | +1050.62% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.49% | +0.01% | +1.89% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.48% | -0.13% | +7.28% | |
| 13 | NTRS | Northern Trust CORP | 股票-金融 | 1.32% | +0.06% | -10.82% | |
| 14 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.31% | -0.01% | -2.77% | |
| 15 | PLD | Prologis Inc | 股票-房地產 | 1.30% | -0.05% | +11.70% | |
| 16 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 1.26% | — | +3.79% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 1.24% | +0.13% | +6.65% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.21% | -0.31% | +18.92% | |
| 19 | SE | Sea Ltd-adr | 股票-通訊服務 | 1.16% | — | -4.78% | |
| 20 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.08% | +0.07% | — | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.06% | +0.07% | -6.89% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 1.06% | -0.10% | +41.06% | |
| 23 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.06% | +0.08% | -20.69% | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 1.05% | +0.10% | +4.70% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | +0.12% | +20.01% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.92% | +0.04% | +13.80% | |
| 27 | PGR | Progressive CORP | 股票-金融 | 0.90% | -0.01% | +2.23% | |
| 28 | WY | Weyerhaeuser Co | 股票-房地產 | 0.88% | +0.09% | +7.57% | |
| 29 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.88% | — | +12.73% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | -0.64% | +14.12% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.65% | +0.55% | +239.78% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | +0.12% | +11.65% | |
| 33 | BBAX | Jpmorgan Betabuilders Develo | ETF-其他 | 0.48% | -0.32% | EXIT | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | -0.03% | +25.03% | |
| 35 | NOW | Servicenow Inc | 股票-科技 | 0.44% | -0.12% | EXIT | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | -0.27% | +6.96% | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.44% | +0.04% | +1.29% | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.42% | +0.02% | +17.50% | |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.40% | +0.01% | +20.10% | |
| 40 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.38% | -0.08% | +42.30% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.34% | +0.13% | +21.91% | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 0.32% | -0.03% | +10.33% | |
| 43 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.31% | -0.03% | +45.47% | |
| 44 | HTHT | H World Group Ltd-adr | 股票-其他 | 0.29% | -0.06% | — | |
| 45 | CARR | Carrier Global CORP | 股票-工業 | 0.29% | — | +14.84% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.28% | +0.02% | +14.10% | |
| 47 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.26% | -0.04% | +18.81% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | -0.18% | +38.40% | |
| 49 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.26% | -0.01% | +28.78% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.24% | +0.10% | +3.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +7.1% | +40.46% | 加碼 |
| 2 | MAR | Marriott International -cl A | +1.1% | NEW | 新建倉 |
| 3 | NVDA | Nvidia CORP | +0.5% | +1050.62% | 加碼 |
| 4 | IEF | Ishares 7-10 Year Treasury B | +0.4% | +239.78% | 加碼 |
| 5 | QLTY | Gmo U.s. Quality ETF | +0.4% | +19.71% | 加碼 |
| 6 | AAPL | Apple Inc | +0.4% | +41.06% | 加碼 |
| 7 | NOW | Servicenow Inc | +0.3% | +198.77% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.2% | +20.01% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.2% | +8.52% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.12% | 加碼 |
| 11 | PRU | Prudential Financial Inc | +0.2% | +2075.83% | 加碼 |
| 12 | SE | Sea Ltd-adr | +0.1% | -4.78% | 減碼 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +18.92% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +25.03% | 加碼 |
| 15 | TXN | Texas Instruments Inc | +0.1% | +5.09% | 加碼 |
| 16 | MELI | Mercadolibre Inc | +0.1% | +42.30% | 加碼 |
| 17 | EA | Electronic Arts Inc | +0.1% | NEW | 新建倉 |
| 18 | REGN | Regeneron Pharmaceuticals | +0.1% | +45.47% | 加碼 |
| 19 | AJG | Arthur J Gallagher & Co | +0.1% | +187.07% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +13.80% | 加碼 |
| 21 | HEI | Heico CORP | +0.1% | NEW | 新建倉 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +11.65% | 加碼 |
| 23 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +20.10% | 加碼 |
| 24 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | +32.67% | 加碼 |
| 25 | NFLX | Netflix Inc | +0.1% | +17.50% | 加碼 |
| 26 | BAC | Bank Of America CORP | +0.1% | +38.40% | 加碼 |
| 27 | PFE | Pfizer Inc | +0.1% | +51.33% | 加碼 |
| 28 | TDG | Transdigm Group Inc | +0.1% | +128.56% | 加碼 |
| 29 | HWM | Howmet Aerospace Inc | +0.1% | NEW | 新建倉 |
| 30 | VICI | Vici Properties Inc | +0.1% | +69.26% | 加碼 |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +23.54% | 加碼 |
| 32 | COST | Costco Wholesale CORP | +0.1% | +28.75% | 加碼 |
| 33 | ANETEUR | Arista Networks Inc | +0.1% | +30.46% | 加碼 |
| 34 | T | At&t Inc | 0% | +29.84% | 加碼 |
| 35 | IEUR | Ishares Core Msci Europe ETF | 0% | +12.73% | 加碼 |
| 36 | PG | Procter & Gamble Co/the | 0% | +7.28% | 加碼 |
| 37 | DHR | Danaher CORP | -0.1% | +6.65% | 加碼 |
| 38 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +13.59% | 加碼 |
| 39 | CL | Colgate-palmolive Co | -0.1% | -2.77% | 減碼 |
| 40 | VIPS | Vipshop Holdings LTD - Adr | -0.1% | -35.29% | 減碼 |
| 41 | CRM | Salesforce Inc | -0.1% | -20.95% | 減碼 |
| 42 | BMY | Bristol-myers Squibb Co | -0.1% | -51.37% | 減碼 |
| 43 | AAXJ | Ishares Msci All Country Asi | -0.2% | EXIT | 清倉 |
| 44 | WY | Weyerhaeuser Co | -0.3% | +7.57% | 加碼 |
| 45 | MRK | Merck & Co. Inc. | -0.3% | -6.89% | 減碼 |
| 46 | HD | Home Depot Inc | -0.3% | +1.89% | 加碼 |
| 47 | DE | Deere & Co | -0.3% | +4.77% | 加碼 |
| 48 | NTRS | Northern Trust CORP | -0.4% | -10.82% | 減碼 |
| 49 | EW | Edwards Lifesciences CORP | -0.5% | -20.69% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -8.2% | -75.21% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，AIA Group Ltd 在 Q2 2024 季度的美股持倉總市值約為 US$79.5億，共申報了 282 個公開持股部位。
在 Q2 2024 季度，AIA Group Ltd 按市值排列的前三大核心持股分別為：IVV (29.9%)、MSFT (5.1%)、TLT (4.0%)。其中最大持股部位 IVV 佔據整體投資組合約 29.9% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
MAR
市值: US$3699.7萬
本季最大獲利了結 / 清倉標的
AAXJ
前期市值: US$446.7萬
在 Q2 2024 季度中，AIA Group Ltd 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 36 個部位、減碼 9 個部位以及清倉 1 個部位。 其中最大新建倉標的為 MAR。 本季清倉部位包含 AAXJ。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。