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
439 檔
22.3%
在 Q2 2024 的 13F 官方備案中，Capital International Investors 管理的美股投資組合規模來到 US$4836.1億，整體持股檔數為 439 檔。
在 Q2 2024 期間，Capital International Investors 展現了靈活的資產再平衡步調，透過出清 1 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
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, GOOG 等）合計佔整體申報市值的 22.3%，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 439 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 | 7.27% | -0.61% | -5.47% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 6.29% | +0.30% | -9.35% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.29% | -0.01% | -0.84% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.05% | -0.21% | -0.54% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.34% | +0.07% | +45.14% | |
| 6 | PM | Philip Morris International | 股票-非循環性消費 | 2.01% | -0.12% | -6.06% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 1.97% | -0.08% | +3.37% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.78% | -0.02% | +5.79% | |
| 9 | GE | General Electric | 股票-工業 | 1.71% | +0.14% | -11.74% | |
| 10 | TDG | Transdigm Group Inc | 股票-工業 | 1.66% | -0.10% | -3.77% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.54% | -0.25% | +2.31% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | -0.01% | -15.64% | |
| 13 | RTX | Rtx CORP | 股票-工業 | 1.46% | -0.21% | +2.98% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.40% | +0.10% | +15.78% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.36% | +0.07% | -19.74% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.36% | +0.10% | +4.77% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | +0.05% | -3.63% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.16% | -0.22% | +2.40% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 1.11% | +0.10% | +4.32% | |
| 20 | CARR | Carrier Global CORP | 股票-工業 | 1.08% | -0.14% | -1.76% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 0.97% | -0.29% | +29.47% | |
| 22 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.96% | -0.01% | -0.89% | |
| 23 | CEG | Constellation Energy | 股票-公用事業 | 0.92% | -0.11% | -21.48% | |
| 24 | KKR | Kkr & Co Inc | 股票-金融 | 0.91% | -0.07% | -1.93% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 0.90% | -0.01% | +16.23% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.87% | -0.02% | -12.10% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | -0.14% | +1363.08% | |
| 28 | LIN | Linde plc | 股票-原物料 | 0.86% | -0.15% | -8.68% | |
| 29 | SRE | Sempra | 股票-公用事業 | 0.85% | -0.15% | +3.06% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.79% | -0.10% | -8.24% | |
| 31 | WELL | Welltower Inc | 股票-房地產 | 0.77% | +0.19% | +22.95% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 0.74% | +0.45% | +5.73% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.73% | +0.26% | +4.21% | |
| 34 | EFX | Equifax Inc | 股票-工業 | 0.73% | +0.01% | +3.99% | |
| 35 | NOC | Northrop Grumman CORP | 股票-工業 | 0.72% | -0.51% | -32.09% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.18% | +6.98% | |
| 37 | KLAC | Kla CORP | 股票-科技 | 0.69% | +1.27% | -12.79% | |
| 38 | DG | Dollar General CORP | 股票-非循環性消費 | 0.69% | — | +21.29% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | -0.01% | -6.20% | |
| 40 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.68% | — | +0.16% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.64% | -0.07% | -34.65% | |
| 42 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 0.61% | -0.05% | EXIT | |
| 43 | FDX | Fedex CORP | 股票-工業 | 0.60% | -0.06% | +10.75% | |
| 44 | PAYX | Paychex Inc | 股票-科技 | 0.60% | -0.06% | +17.45% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.59% | -0.01% | +4.24% | |
| 46 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.59% | — | +6.32% | |
| 47 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.58% | -0.04% | -6.12% | |
| 48 | IR | Ingersoll-rand Inc | 股票-工業 | 0.58% | -0.08% | +18.02% | |
| 49 | NOW | Servicenow Inc | 股票-科技 | 0.56% | -0.01% | -6.10% | |
| 50 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.54% | -0.03% | -7.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.1% | +45.14% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.7% | -9.35% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | -0.84% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +1363.08% | 加碼 |
| 5 | TFC | Truist Financial CORP | +0.3% | +342.70% | 加碼 |
| 6 | ACN | Accenture plc | +0.3% | +458.56% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.3% | +4.77% | 加碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.3% | +15.78% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.40% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +5.79% | 加碼 |
| 11 | WELL | Welltower Inc | +0.2% | +22.95% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.2% | +4.32% | 加碼 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +4.21% | 加碼 |
| 14 | EA | Electronic Arts Inc | +0.1% | +74.36% | 加碼 |
| 15 | AMGN | Amgen Inc | +0.1% | +19.61% | 加碼 |
| 16 | DHR | Danaher CORP | +0.1% | +16.23% | 加碼 |
| 17 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建倉 |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -0.89% | 減碼 |
| 19 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 20 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +6.32% | 加碼 |
| 21 | BA | Boeing Co/the | +0.1% | +246.41% | 加碼 |
| 22 | SHOP | Shopify Inc - Class A | +0.1% | +65.18% | 加碼 |
| 23 | SO | Southern Co/the | +0.1% | +20.12% | 加碼 |
| 24 | MA | Mastercard Inc - A | -0.1% | +3.37% | 加碼 |
| 25 | ABT | Abbott Laboratories | -0.1% | +2.31% | 加碼 |
| 26 | CMG | Chipotle Mexican Grill Inc | -0.1% | +3614.39% | 加碼 |
| 27 | V | Visa Inc-class A Shares | -0.1% | -3.63% | 減碼 |
| 28 | TAP | Molson Coors Beverage Co - B | -0.1% | -70.04% | 減碼 |
| 29 | CNQ | Canadian Natural Resources | -0.1% | -61.48% | 減碼 |
| 30 | NTAP | Netapp Inc | -0.1% | EXIT | 清倉 |
| 31 | LIN | Linde plc | -0.1% | -8.68% | 減碼 |
| 32 | MSTR | Strategy Inc | -0.1% | -3.69% | 減碼 |
| 33 | CEG | Constellation Energy | -0.1% | -21.48% | 減碼 |
| 34 | WCN | Waste Connections Inc | -0.1% | -46.06% | 減碼 |
| 35 | BLKCHF | Blackrock Inc | -0.1% | -36.51% | 減碼 |
| 36 | DLTR | Dollar Tree Inc | -0.2% | -48.72% | 減碼 |
| 37 | TRMB | Trimble Inc | -0.2% | -90.31% | 減碼 |
| 38 | NKE | Nike Inc -cl B | -0.2% | -26.09% | 減碼 |
| 39 | AON | Aon plc | -0.2% | -58.04% | 減碼 |
| 40 | CFG | Citizens Financial Group | -0.2% | -81.33% | 減碼 |
| 41 | JPM | Jpmorgan Chase & Co | -0.2% | -15.64% | 減碼 |
| 42 | CME | Cme Group Inc | -0.3% | -35.58% | 減碼 |
| 43 | BMY | Bristol-myers Squibb Co | -0.3% | -21.08% | 減碼 |
| 44 | CVS | Cvs Health CORP | -0.4% | -45.31% | 減碼 |
| 45 | GE | General Electric | -0.4% | -11.74% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.4% | -70.45% | 減碼 |
| 47 | ABBV | Abbvie Inc | -0.4% | -19.74% | 減碼 |
| 48 | NOC | Northrop Grumman CORP | -0.4% | -32.09% | 減碼 |
| 49 | CMCSA | Comcast Corp-class A | -0.4% | -34.65% | 減碼 |
| 50 | INTC | Intel CORP | -0.8% | -76.55% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Capital International Investors 在 Q2 2024 季度的美股持倉總市值約為 US$4836.1億，共申報了 439 個公開持股部位。
在 Q2 2024 季度，Capital International Investors 按市值排列的前三大核心持股分別為：MSFT (7.3%)、AVGO (6.3%)、GOOG (3.3%)。其中最大持股部位 MSFT 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
BKNG
市值: US$6.4億
本季最大獲利了結 / 清倉標的
NTAP
前期市值: US$5.6億
在 Q2 2024 季度中，Capital International Investors 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 21 個部位、減碼 26 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BKNG。 本季清倉部位包含 NTAP。
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。