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: 0001463559
申報總市值
US$178.6億
US$178.6億
1011 檔
10.4%
根據最新整理的 13F 季度數據集，Alberta Investment Management Corp 於 Q1 2024 結束時的管理資產規模為 US$178.6億。該機構在本季度申報了 1011 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2024，Alberta Investment Management Corp 操作展現出積極擴展與加碼意向。本季共新建倉 13 個新部位，並對 19 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 IVV, RY, TD）占據了總市值的 10.4%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1011 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 | 7.34% | -0.56% | -41.64% | |
| 2 | RY | Royal Bank Of Canada | 股票-金融 | 3.57% | -0.32% | +3.79% | |
| 3 | TD | Toronto-dominion Bank | 股票-金融 | 2.80% | -0.01% | -3.17% | |
| 4 | SU | Suncor Energy Inc | 股票-能源 | 2.59% | -0.55% | -7.71% | |
| 5 | CNQ | Canadian Natural Resources | 股票-能源 | 2.51% | -2.00% | — | |
| 6 | ENB | Enbridge Inc | 股票-能源 | 2.03% | -0.02% | -0.07% | |
| 7 | CNI | Canadian Natl Railway Co | 股票-工業 | 2.02% | +0.03% | -2.42% | |
| 8 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.98% | -0.91% | +0.74% | |
| 9 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.65% | +0.10% | +0.41% | |
| 10 | TRP | Tc Energy CORP | 股票-能源 | 1.58% | -0.52% | — | |
| 11 | BN | Brookfield CORP | 股票-金融 | 1.57% | +0.10% | — | |
| 12 | BMO | Bank Of Montreal | 股票-金融 | 1.54% | +0.12% | +6.87% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.41% | +0.31% | -87.89% | |
| 14 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.30% | -0.43% | +8.91% | |
| 15 | SLF | Sun Life Financial Inc | 股票-金融 | 1.28% | +0.19% | — | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.53% | NEW | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.03% | -7.28% | |
| 18 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 1.10% | +0.01% | — | |
| 19 | GIB | Cgi Inc | 股票-科技 | 1.08% | -0.06% | — | |
| 20 | MFC | Manulife Financial CORP | 股票-金融 | 1.06% | +0.03% | — | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.94% | — | +14.71% | |
| 22 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.91% | +0.16% | +19.66% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | +0.42% | NEW | |
| 24 | CIGI | Colliers Intl Gr-subord Vot | 股票-其他 | 0.84% | -0.12% | +17.71% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | +0.02% | +40.32% | |
| 26 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.78% | — | +1.12% | |
| 27 | PANW 0.375 06-01-25債券 | Palo Alto Networks | 債券 | 0.72% | — | — | |
| 28 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.69% | -0.04% | — | |
| 29 | STN | Stantec Inc | 股票-其他 | 0.68% | -0.15% | -1.81% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.66% | — | -1.39% | |
| 31 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.64% | — | +3.25% | |
| 32 | CVE | Cenovus Energy Inc | 股票-能源 | 0.62% | -0.67% | -8.08% | |
| 33 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.61% | -0.06% | — | |
| 34 | SPB | Spectrum Brands Holdings Inc | 股票-其他 | 0.59% | -0.01% | -12.35% | |
| 35 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.59% | -0.54% | — | |
| 36 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.55% | — | +34.78% | |
| 37 | FNV | Franco-nevada CORP | 股票-原物料 | 0.55% | -0.06% | +1.39% | |
| 38 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.54% | — | — | |
| 39 | NTR | Nutrien LTD | 股票-原物料 | 0.54% | -0.16% | -23.34% | |
| 40 | GEN | Gen Digital Inc | 股票-科技 | 0.53% | +0.02% | — | |
| 41 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.53% | -0.02% | EXIT | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | — | -5.12% | |
| 43 | CNC | Centene CORP | 股票-醫療保健 | 0.51% | +0.01% | -14.33% | |
| 44 | TU | Telus CORP | 股票-其他 | 0.51% | -0.09% | — | |
| 45 | BCE | Bce Inc | 股票-通訊服務 | 0.50% | -0.01% | -14.42% | |
| 46 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.49% | +0.02% | -1.35% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | +0.91% | NEW | |
| 48 | FTS | Fortis Inc | 股票-公用事業 | 0.48% | +0.08% | — | |
| 49 | WCN | Waste Connections Inc | 股票-工業 | 0.48% | — | +80.82% | |
| 50 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.47% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | -3.07% | 減碼 |
| 2 | CNQ | Canadian Natural Resources | +0.5% | — | 不變 |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.5% | NEW | 新建倉 |
| 4 | CHRW | C.h. Robinson Worldwide Inc | +0.4% | NEW | 新建倉 |
| 5 | GFL | Gfl Environmental Inc-sub Vt | +0.3% | +486.15% | 加碼 |
| 6 | VSTS | Vestis CORP | +0.3% | NEW | 新建倉 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +40.32% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | -7.28% | 減碼 |
| 9 | SU | Suncor Energy Inc | +0.3% | -7.71% | 減碼 |
| 10 | AMZN | Amazon.com Inc | +0.3% | +14.71% | 加碼 |
| 11 | SIRI 3.75 03-15-28債券 | Sirius Xm Holdings | +0.3% | NEW | 新建倉 |
| 12 | TCN1EUR | Tricon Residential Inc | +0.3% | +83.37% | 加碼 |
| 13 | SCZ | Ishares Msci Eafe Small-cap | +0.3% | NEW | 新建倉 |
| 14 | ERFGBP | Enerplus CORP | +0.3% | +279.79% | 加碼 |
| 15 | AEM | Agnico Eagle Mines LTD | +0.3% | +8.91% | 加碼 |
| 16 | CP | Canadian Pacific Kansas City | +0.3% | +0.41% | 加碼 |
| 17 | WCN | Waste Connections Inc | +0.3% | +80.82% | 加碼 |
| 18 | BNS | Bank Of Nova Scotia | +0.3% | +0.74% | 加碼 |
| 19 | MSFT | Microsoft CORP | +0.2% | +15.96% | 加碼 |
| 20 | ITGR 2.125 02-15-28債券 | Integer Holdings CORP | +0.2% | NEW | 新建倉 |
| 21 | USX1 | United States Steel CORP | +0.2% | +885.57% | 加碼 |
| 22 | CCJ | Cameco CORP | +0.2% | +79.81% | 加碼 |
| 23 | EL | Estee Lauder Companies-cl A | +0.2% | +34.78% | 加碼 |
| 24 | SHOP | Shopify Inc - Class A | +0.2% | +19.66% | 加碼 |
| 25 | MFC | Manulife Financial CORP | +0.2% | — | 不變 |
| 26 | AXON 0.5 12-15-27債券 | Axon Enterprise Inc | +0.2% | NEW | 新建倉 |
| 27 | TKO | Tko Group Holdings Inc | +0.2% | +328.67% | 加碼 |
| 28 | IBN | Icici Bank Ltd-spon Adr | +0.2% | NEW | 新建倉 |
| 29 | KDP | Keurig Dr Pepper Inc | +0.2% | +788.60% | 加碼 |
| 30 | SKAA | Skechers USA Inc-cl A | +0.2% | NEW | 新建倉 |
| 31 | IDCC 3.5 06-01-27債券 | Interdigital Inc | +0.2% | NEW | 新建倉 |
| 32 | YUMC | Yum China Holdings Inc | +0.2% | +117.97% | 加碼 |
| 33 | ALB 7.25 03-01-27債券 | Albemarle CORP | +0.1% | NEW | 新建倉 |
| 34 | PXDEUR | Pioneer Natural Resources Co | +0.1% | +43.90% | 加碼 |
| 35 | IMO | Imperial Oil LTD | +0.1% | +22.43% | 加碼 |
| 36 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | +0.1% | NEW | 新建倉 |
| 37 | CW | Curtiss-wright CORP | +0.1% | NEW | 新建倉 |
| 38 | TD | Toronto-dominion Bank | -0.1% | -3.17% | 減碼 |
| 39 | ITT | Itt Inc | -0.1% | EXIT | 清倉 |
| 40 | BCE | Bce Inc | -0.1% | -14.42% | 減碼 |
| 41 | NTR | Nutrien LTD | -0.1% | -23.34% | 減碼 |
| 42 | MGA | Magna International Inc | -0.2% | -51.95% | 減碼 |
| 43 | CM | Can Imperial Bk Of Commerce | -0.2% | -46.89% | 減碼 |
| 44 | TAP | Molson Coors Beverage Co - B | -0.2% | -65.75% | 減碼 |
| 45 | MIDD 1 09-01-25債券 | Middleby CORP | -0.2% | EXIT | 清倉 |
| 46 | HDB | Hdfc Bank Ltd-adr | -0.2% | -41.21% | 減碼 |
| 47 | ABX | Barrick Gold CORP | -0.3% | -49.42% | 減碼 |
| 48 | EQT 1.75 05-01-26債券 | Eqt CORP | -0.5% | EXIT | 清倉 |
| 49 | IVV | Ishares Core S&p 500 ETF | -3.3% | -41.64% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -8.5% | -87.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Alberta Investment Management Corp 在 Q1 2024 季度的美股持倉總市值約為 US$178.6億，共申報了 1011 個公開持股部位。
在 Q1 2024 季度，Alberta Investment Management Corp 按市值排列的前三大核心持股分別為：IVV (7.3%)、RY (3.6%)、TD (2.8%)。其中最大持股部位 IVV 佔據整體投資組合約 7.3% 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
IJR
市值: US$4484.1萬
本季最大獲利了結 / 清倉標的
EQT 1.75 05-01-26
前期市值: US$5396.3萬
在 Q1 2024 季度中，Alberta Investment Management Corp 共進行了 48 項持倉異動，包含新建倉 13 個部位、加碼 19 個部位、減碼 13 個部位以及清倉 3 個部位。 其中最大新建倉標的為 IJR。 本季清倉部位包含 EQT 1.75 05-01-26。
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。