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
293 檔
23.5%
Q4 2024 季度申報顯示，AIA Group Ltd 揭露的美股組合總市值為 US$79.5億，涵蓋 293 個不同之權益投資部位。
Q4 2024 的申報記錄反映 AIA Group Ltd 的板塊替換策略：機構本季推動了 97 筆增持與 99 筆減持，籌碼呈現明顯的結構重組。
整體而言，AIA Group Ltd 的前 5 大持股（包含 IVV, QLTY, MSFT）貢獻了組合市值的 23.5%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 293 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 | 26.64% | +2.88% | +34.77% | |
| 2 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 6.29% | +0.68% | +42.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | +0.73% | +0.05% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.15% | -0.34% | +33.36% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 3.66% | -0.43% | +246.53% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.29% | +4.41% | -71.30% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.94% | +0.23% | -1.49% | |
| 8 | DE | Deere & Co | 股票-工業 | 1.93% | +0.19% | -4.31% | |
| 9 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.66% | +0.08% | +24.20% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.43% | +0.40% | +12.46% | |
| 11 | TXN | Texas Instruments Inc | 股票-科技 | 1.41% | +0.32% | -14.94% | |
| 12 | NTRS | Northern Trust CORP | 股票-金融 | 1.37% | +0.06% | -4.41% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.32% | -0.31% | +7.35% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.31% | +0.07% | +58.04% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.28% | -0.13% | -2.45% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.27% | +0.01% | -11.65% | |
| 17 | SE | Sea Ltd-adr | 股票-通訊服務 | 1.26% | — | -18.47% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | +0.12% | +2.34% | |
| 19 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.20% | +0.07% | -4.41% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.18% | -0.10% | +12.49% | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 1.15% | -0.12% | EXIT | |
| 22 | PLD | Prologis Inc | 股票-房地產 | 1.08% | -0.05% | +1.87% | |
| 23 | TSLA | Tesla Inc | 股票-循環性消費 | 1.04% | +0.04% | +27.41% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.03% | +0.04% | +24.74% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.03% | +0.10% | -10.31% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.01% | +0.55% | -10.85% | |
| 27 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 1.00% | — | -2.37% | |
| 28 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.96% | -0.01% | -4.21% | |
| 29 | DHR | Danaher CORP | 股票-醫療保健 | 0.94% | +0.13% | -2.82% | |
| 30 | WY | Weyerhaeuser Co | 股票-房地產 | 0.85% | +0.09% | +5.70% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 0.80% | -0.01% | -9.97% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | -0.64% | -0.07% | |
| 33 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.71% | — | -5.63% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.70% | +0.40% | +220.78% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | -0.27% | +21.32% | |
| 36 | NFLX | Netflix Inc | 股票-通訊服務 | 0.50% | +0.02% | +2.49% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.50% | +0.12% | +26.13% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | -0.03% | +7.34% | |
| 39 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.43% | -0.01% | +6.29% | |
| 40 | MA | Mastercard Inc - A | 股票-金融 | 0.39% | +0.13% | +10.13% | |
| 41 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.39% | -0.08% | +1.07% | |
| 42 | BBAX | Jpmorgan Betabuilders Develo | ETF-其他 | 0.39% | -0.32% | EXIT | |
| 43 | CAT | Caterpillar Inc | 股票-工業 | 0.33% | -0.03% | +14.21% | |
| 44 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.32% | -0.18% | +68.50% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | -0.18% | +38.76% | |
| 46 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.30% | -0.04% | +21.52% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.29% | +0.10% | +20.66% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.29% | +0.01% | -2.83% | |
| 49 | CARR | Carrier Global CORP | 股票-工業 | 0.28% | — | +0.17% | |
| 50 | CRM | Salesforce Inc | 股票-科技 | 0.25% | -0.13% | +26.72% |
| # | 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 | +5.9% | +34.77% | 加碼 |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +2.5% | +246.53% | 加碼 |
| 3 | QLTY | Gmo U.s. Quality ETF | +1.5% | +42.71% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.5% | +27.41% | 加碼 |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | +0.5% | +220.78% | 加碼 |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +33.36% | 加碼 |
| 7 | EW | Edwards Lifesciences CORP | +0.4% | +24.20% | 加碼 |
| 8 | MRK | Merck & Co. Inc. | +0.3% | +58.04% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.3% | +24.74% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.3% | +2.34% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | +12.46% | 加碼 |
| 12 | BSX | Boston Scientific CORP | +0.2% | +2067.24% | 加碼 |
| 13 | AAPL | Apple Inc | +0.1% | +12.49% | 加碼 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +68.50% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +21.32% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | -1.49% | 減碼 |
| 17 | SHOP | Shopify Inc - Class A | +0.1% | +6.29% | 加碼 |
| 18 | BAC | Bank Of America CORP | +0.1% | +38.76% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 20 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 21 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 22 | NFLX | Netflix Inc | +0.1% | +2.49% | 加碼 |
| 23 | BKNG | Booking Holdings Inc | +0.1% | +21.52% | 加碼 |
| 24 | CRM | Salesforce Inc | +0.1% | +26.72% | 加碼 |
| 25 | NOW | Servicenow Inc | +0.1% | -3.62% | 減碼 |
| 26 | BA | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 27 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +7.34% | 加碼 |
| 29 | C | Citigroup Inc | +0.1% | +43.88% | 加碼 |
| 30 | GE | General Electric | +0.1% | +85.58% | 加碼 |
| 31 | PEP | Pepsico Inc | +0.1% | +503.09% | 加碼 |
| 32 | CTVA | Corteva Inc | +0.1% | NEW | 新建倉 |
| 33 | CTAS | Cintas CORP | +0.1% | NEW | 新建倉 |
| 34 | LINE | Lineage Inc | +0.1% | NEW | 新建倉 |
| 35 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.07% | 減碼 |
| 36 | WMT | Walmart Inc | +0.1% | +49.50% | 加碼 |
| 37 | JNJ | Johnson & Johnson | +0.1% | +67.87% | 加碼 |
| 38 | EXC | Exelon CORP | +0.1% | +710.52% | 加碼 |
| 39 | INCY | Incyte CORP | +0.1% | NEW | 新建倉 |
| 40 | PYPL | Paypal Holdings Inc | +0.1% | NEW | 新建倉 |
| 41 | HUBB | Hubbell Inc | +0.1% | NEW | 新建倉 |
| 42 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 43 | CMG | Chipotle Mexican Grill Inc | +0.1% | NEW | 新建倉 |
| 44 | LULU | Lululemon Athletica Inc | +0.1% | NEW | 新建倉 |
| 45 | AMD | Advanced Micro Devices | +0.1% | +320.62% | 加碼 |
| 46 | META | Meta Platforms Inc-class A | 0% | +7.35% | 加碼 |
| 47 | MCD | Mcdonald's CORP | 0% | +64.97% | 加碼 |
| 48 | ORCL | Oracle CORP | 0% | +121.65% | 加碼 |
| 49 | NET | Cloudflare Inc - Class A | 0% | +30.64% | 加碼 |
| 50 | DFSEUR | Discover Financial Services | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，AIA Group Ltd 在 Q4 2024 季度的美股持倉總市值約為 US$79.5億，共申報了 293 個公開持股部位。
在 Q4 2024 季度，AIA Group Ltd 按市值排列的前三大核心持股分別為：IVV (26.6%)、QLTY (6.3%)、MSFT (4.5%)。其中最大持股部位 IVV 佔據整體投資組合約 26.6% 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
GEV
市值: US$432.4萬
本季最大獲利了結 / 清倉標的
ANETEUR
前期市值: US$663.5萬
在 Q4 2024 季度中，AIA Group Ltd 共進行了 196 項持倉異動，包含新建倉 26 個部位、加碼 71 個部位、減碼 66 個部位以及清倉 33 個部位。 其中最大新建倉標的為 GEV。 本季清倉部位包含 ANETEUR。
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。