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: 0001562230
申報總市值
US$4836.1億
US$4836.1億
432 檔
20.9%
在 Q1 2024 申報期間，Capital International Investors（CIK: 0001562230）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$4836.1億，共持有 432 個公開申報部位。
Capital International Investors 於 Q1 2024 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 32 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Capital International Investors 的前 5 大核心持股（包含 MSFT, AVGO, META 等）合計佔整體申報市值的 20.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 432 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 | MSFT | Microsoft CORP | 股票-科技 | 7.12% | -0.61% | +1.02% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.64% | +0.30% | -9.99% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.90% | -0.21% | -15.10% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.70% | -0.01% | +9.31% | |
| 5 | GE | General Electric | 股票-工業 | 2.10% | +0.14% | +9.87% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.04% | -0.08% | -0.52% | |
| 7 | PM | Philip Morris International | 股票-非循環性消費 | 1.90% | -0.12% | -0.01% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.77% | +0.07% | +6.91% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.01% | +1.87% | |
| 10 | TDG | Transdigm Group Inc | 股票-工業 | 1.64% | -0.10% | -0.01% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.61% | -0.25% | +9.15% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.55% | -0.02% | +7.43% | |
| 13 | RTX | Rtx CORP | 股票-工業 | 1.35% | -0.21% | +4.85% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | +0.05% | +2.73% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.29% | +0.07% | +7.14% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.15% | +0.10% | -3.00% | |
| 17 | NOC | Northrop Grumman CORP | 股票-工業 | 1.14% | -0.51% | +5.59% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.10% | +0.10% | +5.06% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.07% | -0.07% | -1.29% | |
| 20 | CEG | Constellation Energy | 股票-公用事業 | 1.06% | -0.11% | +2.14% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.00% | +1.04% | +16.02% | |
| 22 | CARR | Carrier Global CORP | 股票-工業 | 1.00% | -0.14% | +4.64% | |
| 23 | LIN | Linde plc | 股票-原物料 | 0.98% | -0.15% | -2.92% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | -0.22% | -0.59% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.91% | +0.10% | -0.55% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.87% | -0.02% | -20.27% | |
| 27 | KKR | Kkr & Co Inc | 股票-金融 | 0.87% | -0.07% | -0.42% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.86% | -0.29% | +2.98% | |
| 29 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.83% | -0.01% | +0.98% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.83% | -0.10% | -0.10% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.77% | -0.05% | +14.10% | |
| 32 | SRE | Sempra | 股票-公用事業 | 0.76% | -0.15% | -4.42% | |
| 33 | DHR | Danaher CORP | 股票-醫療保健 | 0.76% | -0.01% | -5.47% | |
| 34 | EFX | Equifax Inc | 股票-工業 | 0.76% | +0.01% | +2.50% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | -0.01% | -8.58% | |
| 36 | CME | Cme Group Inc | 股票-金融 | 0.69% | -0.11% | +24.10% | |
| 37 | KLAC | Kla CORP | 股票-科技 | 0.66% | +1.27% | -4.05% | |
| 38 | DG | Dollar General CORP | 股票-非循環性消費 | 0.66% | — | +11.32% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.65% | +0.45% | -3.16% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.18% | +25.12% | |
| 41 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.64% | -0.04% | +39.43% | |
| 42 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 0.62% | -0.05% | EXIT | |
| 43 | MSTR | Strategy Inc | 股票-科技 | 0.62% | -0.29% | +14.93% | |
| 44 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.61% | +0.07% | +12.54% | |
| 45 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.61% | — | +7.31% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.57% | -0.01% | -7.46% | |
| 47 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.56% | -0.03% | +7.05% | |
| 48 | WELL | Welltower Inc | 股票-房地產 | 0.55% | +0.19% | +26.39% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | -0.04% | -40.81% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.55% | -0.34% | +9.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +0.6% | +9.87% | 加碼 |
| 2 | MSTR | Strategy Inc | +0.4% | +14.93% | 加碼 |
| 3 | CEG | Constellation Energy | +0.3% | +2.14% | 加碼 |
| 4 | AMGN | Amgen Inc | +0.3% | +547.82% | 加碼 |
| 5 | IR | Ingersoll-rand Inc | +0.3% | +113.66% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +5.06% | 加碼 |
| 7 | ABBV | Abbvie Inc | +0.2% | +6.91% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +7.43% | 加碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +40.17% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | +10.45% | 加碼 |
| 11 | STZ | Constellation Brands Inc-a | +0.2% | +39.43% | 加碼 |
| 12 | REXR | Rexford Industrial Realty In | +0.2% | +687.72% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +9.31% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +25.12% | 加碼 |
| 15 | MRK | Merck & Co. Inc. | +0.2% | +3714.86% | 加碼 |
| 16 | MSFT | Microsoft CORP | +0.2% | +1.02% | 加碼 |
| 17 | TDG | Transdigm Group Inc | +0.2% | -0.01% | 減碼 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -15.10% | 減碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +1.87% | 加碼 |
| 20 | FDX | Fedex CORP | +0.1% | +32.45% | 加碼 |
| 21 | MU | Micron Technology Inc | +0.1% | +15.08% | 加碼 |
| 22 | RTX | Rtx CORP | +0.1% | +4.85% | 加碼 |
| 23 | AMAT | Applied Materials Inc | +0.1% | -0.55% | 減碼 |
| 24 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.1% | +34.95% | 加碼 |
| 25 | STLA | Stellantis N.V. | +0.1% | +329.31% | 加碼 |
| 26 | FLUT | Flutter Entertainment plc | +0.1% | NEW | 新建倉 |
| 27 | CVE | Cenovus Energy Inc | +0.1% | +216.33% | 加碼 |
| 28 | CME | Cme Group Inc | +0.1% | +24.10% | 加碼 |
| 29 | DG | Dollar General CORP | +0.1% | +11.32% | 加碼 |
| 30 | SO | Southern Co/the | +0.1% | +45.92% | 加碼 |
| 31 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | +163.41% | 加碼 |
| 32 | WELL | Welltower Inc | +0.1% | +26.39% | 加碼 |
| 33 | KKR | Kkr & Co Inc | +0.1% | -0.42% | 減碼 |
| 34 | ASML | ASML Holding N.V. | +0.1% | -3.16% | 減碼 |
| 35 | BMY | Bristol-myers Squibb Co | +0.1% | +14.10% | 加碼 |
| 36 | CRM | Salesforce Inc | +0.1% | +2.98% | 加碼 |
| 37 | MA | Mastercard Inc - A | 0% | -0.52% | 減碼 |
| 38 | ABT | Abbott Laboratories | 0% | +9.15% | 加碼 |
| 39 | V | Visa Inc-class A Shares | 0% | +2.73% | 加碼 |
| 40 | ALB | Albemarle CORP | -0.1% | -66.62% | 減碼 |
| 41 | KDP | Keurig Dr Pepper Inc | -0.2% | -21.07% | 減碼 |
| 42 | GDDY | Godaddy Inc - Class A | -0.2% | -72.69% | 減碼 |
| 43 | AVGO | Broadcom Inc | -0.2% | -9.99% | 減碼 |
| 44 | NKE | Nike Inc -cl B | -0.2% | -14.81% | 減碼 |
| 45 | EQIX | Equinix Inc | -0.2% | -32.39% | 減碼 |
| 46 | UNP | Union Pacific CORP | -0.3% | -24.27% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -3.00% | 減碼 |
| 48 | ✓ | -0.3% | EXIT | 清倉 | |
| 49 | JNJ | Johnson & Johnson | -0.5% | -40.81% | 減碼 |
| 50 | ZTS | Zoetis Inc | -0.7% | -99.32% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Capital International Investors 在 Q1 2024 季度的美股持倉總市值約為 US$4836.1億，共申報了 432 個公開持股部位。
在 Q1 2024 季度，Capital International Investors 按市值排列的前三大核心持股分別為：MSFT (7.1%)、AVGO (5.6%)、META (2.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.1% 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
FLUT
市值: US$5.1億
本季最大獲利了結 / 清倉標的
前期市值: US$13.4億
在 Q1 2024 季度中，Capital International Investors 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 32 個部位、減碼 16 個部位以及清倉 1 個部位。 其中最大新建倉標的為 FLUT。 本季清倉部位包含 。
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。