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: 0001283718
申報總市值
US$1807.8億
US$1807.8億
1319 檔
8.8%
在 Q3 2024 申報期間，Canada Pension Plan Investment Board（CIK: 0001283718）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1807.8億，共持有 1319 個公開申報部位。
在 Q3 2024 期間，Canada Pension Plan Investment Board 展現了靈活的資產再平衡步調，透過出清 9 檔弱勢或達到目標價部位，將資金轉置於 7 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 NVDA, GOOGL, MSFT）累計市值佔比達 8.8%，是驅動 Canada Pension Plan Investment Board 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1319 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 | NVDA | Nvidia CORP | 股票-科技 | 3.78% | +0.20% | -12.41% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.22% | +0.30% | -11.76% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.45% | -4.71% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.64% | +0.02% | +1.61% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.40% | +0.20% | +38.44% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.09% | -0.06% | +4.52% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.09% | -0.48% | +3.04% | |
| 8 | INFA1EUR | Informatica Inc - Class A | 股票-其他 | 1.76% | — | — | |
| 9 | LIN | Linde plc | 股票-原物料 | 1.72% | -0.19% | +22.10% | |
| 10 | VIK | Viking Holdings Ltd | 股票-循環性消費 | 1.67% | -0.30% | -16.94% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.22% | -0.37% | EXIT | |
| 12 | GE | General Electric | 股票-工業 | 1.21% | -0.11% | +1.62% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.13% | +0.22% | -4.90% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.12% | -0.20% | -2.34% | |
| 15 | CNQ | Canadian Natural Resources | 股票-能源 | 1.11% | -0.43% | -15.30% | |
| 16 | WAY | Waystar Holding CORP | 股票-其他 | 0.98% | -0.08% | — | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 0.97% | -0.34% | -1.87% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.93% | +0.28% | +19.41% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.91% | -0.10% | -2.28% | |
| 20 | SRAD | Sportradar Group AG | 股票-其他 | 0.91% | -0.18% | — | |
| 21 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.89% | -0.39% | -1.34% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.85% | -0.20% | +1.26% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | +0.21% | +22.97% | |
| 24 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.80% | -0.09% | +4.87% | |
| 25 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.79% | — | — | |
| 26 | EQH | Equitable Holdings Inc | 股票-金融 | 0.75% | -0.22% | +1.60% | |
| 27 | EQIX | Equinix Inc | 股票-房地產 | 0.75% | -0.11% | +1.26% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | -0.09% | -4.17% | |
| 29 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.66% | -0.23% | -10.16% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.65% | +0.67% | +724.33% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | +0.02% | +6.20% | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 0.64% | -0.05% | +18.93% | |
| 33 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.63% | -0.67% | +4.52% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.63% | -0.19% | -11.07% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | -0.07% | -5.67% | |
| 36 | D | Dominion Energy Inc | 股票-公用事業 | 0.62% | +0.02% | +0.09% | |
| 37 | TRP | Tc Energy CORP | 股票-能源 | 0.61% | -0.07% | -30.76% | |
| 38 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.59% | -0.11% | +0.63% | |
| 39 | PLD | Prologis Inc | 股票-房地產 | 0.59% | +0.04% | +16.99% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | -0.07% | +41.65% | |
| 41 | 0C3 | Endeavor Group Hold-class A | 股票-其他 | 0.57% | — | — | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | +0.08% | +3.94% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.53% | -0.06% | -1.67% | |
| 44 | INVH | Invitation Homes Inc | 股票-房地產 | 0.53% | -0.03% | -0.18% | |
| 45 | CRC | California Resources CORP | 股票-能源 | 0.52% | -0.11% | — | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.52% | -0.17% | +23.07% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.52% | -0.16% | +4.57% | |
| 48 | AVTR | Avantor Inc | 股票-醫療保健 | 0.51% | — | -8.74% | |
| 49 | TSLA | Tesla Inc | 股票-循環性消費 | 0.49% | +0.29% | +74.95% | |
| 50 | TD | Toronto-dominion Bank | 股票-金融 | 0.48% | +0.10% | -1.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +0.8% | +38.44% | 加碼 |
| 2 | CRC | California Resources CORP | +0.5% | NEW | 新建倉 |
| 3 | LIN | Linde plc | +0.4% | +22.10% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.3% | +74.95% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +4.52% | 加碼 |
| 6 | NTR | Nutrien LTD | +0.2% | +129.82% | 加碼 |
| 7 | MDB | Mongodb Inc | +0.2% | +19714.26% | 加碼 |
| 8 | AAPL | Apple Inc | +0.2% | +1.61% | 加碼 |
| 9 | MA | Mastercard Inc - A | +0.2% | +3.04% | 加碼 |
| 10 | WAY | Waystar Holding CORP | +0.2% | — | 不變 |
| 11 | GEHC | GE Healthcare Technology | +0.2% | +434.39% | 加碼 |
| 12 | TEL | TE Connectivity plc | +0.2% | NEW | 新建倉 |
| 13 | GE | General Electric | +0.2% | +1.62% | 加碼 |
| 14 | V | Visa Inc-class A Shares | +0.2% | +53.94% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +22.97% | 加碼 |
| 16 | BAC | Bank Of America CORP | +0.2% | +41.65% | 加碼 |
| 17 | PM | Philip Morris International | +0.2% | +23.07% | 加碼 |
| 18 | NOW | Servicenow Inc | +0.2% | +18.93% | 加碼 |
| 19 | CP | Canadian Pacific Kansas City | +0.1% | +52.78% | 加碼 |
| 20 | ORCL | Oracle CORP | +0.1% | +40.54% | 加碼 |
| 21 | PLD | Prologis Inc | +0.1% | +16.99% | 加碼 |
| 22 | AMGN | Amgen Inc | +0.1% | +93.51% | 加碼 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +19.41% | 加碼 |
| 24 | FYBR | Frontier Communications Pare | +0.1% | +0.99% | 加碼 |
| 25 | MAR | Marriott International -cl A | +0.1% | +1748.97% | 加碼 |
| 26 | UBER | Uber Technologies Inc | +0.1% | +37.09% | 加碼 |
| 27 | EQIX | Equinix Inc | +0.1% | +1.26% | 加碼 |
| 28 | ETN | Eaton Corporation plc | +0.1% | +529.81% | 加碼 |
| 29 | IQV | Iqvia Holdings Inc | +0.1% | +4.87% | 加碼 |
| 30 | LYV | Live Nation Entertainment In | +0.1% | -1.34% | 減碼 |
| 31 | TMUS | T-mobile US Inc | +0.1% | +4.52% | 加碼 |
| 32 | GDDY | Godaddy Inc - Class A | +0.1% | +888.35% | 加碼 |
| 33 | JNJ | Johnson & Johnson | +0.1% | +6.20% | 加碼 |
| 34 | ABBV | Abbvie Inc | +0.1% | +3.94% | 加碼 |
| 35 | PSX | Phillips 66 | +0.1% | +158.57% | 加碼 |
| 36 | D | Dominion Energy Inc | +0.1% | +0.09% | 加碼 |
| 37 | MPWR | Monolithic Power Systems Inc | +0.1% | +51.84% | 加碼 |
| 38 | SU | Suncor Energy Inc | +0.1% | +40.44% | 加碼 |
| 39 | MDLZ | Mondelez International Inc-a | +0.1% | +19.85% | 加碼 |
| 40 | KVUE | Kenvue Inc | +0.1% | +62.96% | 加碼 |
| 41 | TRV | Travelers Cos Inc/the | +0.1% | +82.92% | 加碼 |
| 42 | CNI | Canadian Natl Railway Co | +0.1% | +33.64% | 加碼 |
| 43 | GILD | Gilead Sciences Inc | +0.1% | +11.56% | 加碼 |
| 44 | FISV | Fiserv Inc | +0.1% | +306.67% | 加碼 |
| 45 | HSIC | Henry Schein Inc | +0.1% | NEW | 新建倉 |
| 46 | IRM | Iron Mountain Inc | +0.1% | +46.15% | 加碼 |
| 47 | VST | Vistra CORP | +0.1% | +173.39% | 加碼 |
| 48 | DELL | Dell Technologies -c | +0.1% | +4165.31% | 加碼 |
| 49 | PSA | Public Storage | +0.1% | -5.57% | 減碼 |
| 50 | VZ | Verizon Communications Inc | +0.1% | +17.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Canada Pension Plan Investment Board 在 Q3 2024 季度的美股持倉總市值約為 US$1807.8億，共申報了 1319 個公開持股部位。
在 Q3 2024 季度，Canada Pension Plan Investment Board 按市值排列的前三大核心持股分別為：NVDA (3.8%)、GOOGL (3.2%)、MSFT (2.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.8% 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
CRC
市值: US$5.5億
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$2.2億
在 Q3 2024 季度中，Canada Pension Plan Investment Board 共進行了 187 項持倉異動，包含新建倉 7 個部位、加碼 96 個部位、減碼 75 個部位以及清倉 9 個部位。 其中最大新建倉標的為 CRC。 本季清倉部位包含 TEL。
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。