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: 0001422849
申報總市值
US$8464.3億
US$8464.3億
543 檔
15.8%
Capital World Investors 在 Q4 2024 季度的美股部位總計估值為 US$8464.3億，分散於 543 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024 期間，Capital World Investors 展現了靈活的資產再平衡步調，透過出清 10 檔弱勢或達到目標價部位，將資金轉置於 13 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 AVGO, MSFT, META）累計市值佔比達 15.8%，是驅動 Capital World Investors 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 543 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 | AVGO | Broadcom Inc | 股票-科技 | 6.93% | +0.53% | -6.84% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.37% | -0.69% | -0.90% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.58% | -0.48% | +2.91% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.87% | -0.52% | +6.46% | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 2.53% | +0.09% | -3.72% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.29% | +0.29% | -3.95% | |
| 7 | PM | Philip Morris International | 股票-非循環性消費 | 2.24% | -0.16% | +3.56% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.19% | +0.29% | +36.81% | |
| 9 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.73% | -0.02% | +5.65% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.65% | +0.44% | -18.01% | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 1.59% | -0.56% | +0.14% | |
| 12 | CNQ | Canadian Natural Resources | 股票-能源 | 1.25% | -0.30% | -4.50% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.22% | +0.40% | -25.77% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.16% | -0.17% | -17.43% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | +0.11% | +1.05% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.09% | +0.54% | -4.90% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.07% | +0.42% | +0.83% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.06% | -15.98% | |
| 19 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.01% | -0.17% | -6.33% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | +0.02% | -19.75% | |
| 21 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.91% | -0.01% | -4.11% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 0.90% | +0.04% | -6.21% | |
| 23 | BX | Blackstone Inc | 股票-金融 | 0.86% | -0.01% | -12.98% | |
| 24 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.86% | -0.09% | +0.94% | |
| 25 | EOG | Eog Resources Inc | 股票-能源 | 0.85% | -0.17% | +5.20% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.81% | -0.41% | +8.63% | |
| 27 | APO | Apollo Global Management Inc | 股票-金融 | 0.79% | -0.03% | +0.23% | |
| 28 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.76% | -0.16% | +20.05% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.74% | -0.08% | +1.12% | |
| 30 | LIN | Linde plc | 股票-原物料 | 0.73% | — | +34.43% | |
| 31 | TDG | Transdigm Group Inc | 股票-工業 | 0.73% | -0.07% | +4.28% | |
| 32 | MSI | Motorola Solutions Inc | 股票-科技 | 0.69% | — | -0.12% | |
| 33 | AON | Aon plc | 股票-金融 | 0.66% | -0.05% | +0.24% | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.64% | -0.01% | — | |
| 35 | FISV | Fiserv Inc | 股票-其他 | 0.61% | -0.01% | -2.90% | |
| 36 | FLUT | Flutter Entertainment plc | 股票-循環性消費 | 0.61% | -0.02% | +11.86% | |
| 37 | BA | Boeing Co/the | 股票-工業 | 0.60% | +0.08% | +42.92% | |
| 38 | ALNY | Alnylam Pharmaceuticals Inc | 股票-醫療保健 | 0.59% | -0.09% | +0.56% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | -0.18% | +23.93% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.59% | -0.15% | +0.16% | |
| 41 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.58% | +0.06% | +0.74% | |
| 42 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.57% | -0.07% | -0.32% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | -0.05% | +0.48% | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.55% | -0.05% | +14.80% | |
| 45 | SNPS | Synopsys Inc | 股票-科技 | 0.54% | — | +1.60% | |
| 46 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 0.53% | +0.10% | -2.73% | |
| 47 | MU | Micron Technology Inc | 股票-科技 | 0.53% | +2.08% | +63.71% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.52% | -0.12% | -7.89% | |
| 49 | BN | Brookfield CORP | 股票-金融 | 0.51% | -0.05% | +3.11% | |
| 50 | DFSEUR | Discover Financial Services | 股票-其他 | 0.51% | — | -6.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | -6.84% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.8% | +36.81% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.8% | -3.72% | 減碼 |
| 4 | BLK | Blackrock Inc | +0.6% | NEW | 新建倉 |
| 5 | NVDA | Nvidia CORP | +0.4% | +6.46% | 加碼 |
| 6 | IBM | Intl Business Machines CORP | +0.3% | +413.46% | 加碼 |
| 7 | NFLX | Netflix Inc | +0.3% | +0.14% | 加碼 |
| 8 | ILMN | Illumina Inc | +0.3% | +408.60% | 加碼 |
| 9 | C | Citigroup Inc | +0.3% | +455.16% | 加碼 |
| 10 | HON | Honeywell International Inc | +0.2% | NEW | 新建倉 |
| 11 | AMGN | Amgen Inc | +0.2% | +1291.98% | 加碼 |
| 12 | BA | Boeing Co/the | +0.2% | +42.92% | 加碼 |
| 13 | SHOP | Shopify Inc - Class A | +0.2% | +0.94% | 加碼 |
| 14 | APO | Apollo Global Management Inc | +0.2% | +0.23% | 加碼 |
| 15 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +14.80% | 加碼 |
| 16 | BA 6 10-15-27債券 | Boeing Co/the | +0.2% | NEW | 新建倉 |
| 17 | BAC | Bank Of America CORP | +0.2% | +23.93% | 加碼 |
| 18 | V | Visa Inc-class A Shares | +0.1% | +1.05% | 加碼 |
| 19 | NET | Cloudflare Inc - Class A | +0.1% | +0.74% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.1% | +63.71% | 加碼 |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.83% | 加碼 |
| 22 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 23 | CTVA | Corteva Inc | +0.1% | +2874.62% | 加碼 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +2.91% | 加碼 |
| 25 | FLUT | Flutter Entertainment plc | +0.1% | +11.86% | 加碼 |
| 26 | AXON | Axon Enterprise Inc | +0.1% | +86.42% | 加碼 |
| 27 | BSX | Boston Scientific CORP | +0.1% | +28.67% | 加碼 |
| 28 | DASH | Doordash Inc - A | +0.1% | +26.40% | 加碼 |
| 29 | LIN | Linde plc | +0.1% | +34.43% | 加碼 |
| 30 | BKNG | Booking Holdings Inc | +0.1% | -4.11% | 減碼 |
| 31 | SYF | Synchrony Financial | +0.1% | -1.43% | 減碼 |
| 32 | AJG | Arthur J Gallagher & Co | +0.1% | +30.38% | 加碼 |
| 33 | EL | Estee Lauder Companies-cl A | +0.1% | NEW | 新建倉 |
| 34 | SBUX | Starbucks CORP | +0.1% | +20.05% | 加碼 |
| 35 | UAL | United Airlines Holdings Inc | +0.1% | +22.40% | 加碼 |
| 36 | OWL | Blue Owl Capital Inc | +0.1% | +14.54% | 加碼 |
| 37 | AMT | American Tower CORP | +0.1% | +160.59% | 加碼 |
| 38 | AME | Ametek Inc | +0.1% | +69.96% | 加碼 |
| 39 | DTE | Dte Energy Company | +0.1% | +123.20% | 加碼 |
| 40 | ULTA | Ulta Beauty Inc | +0.1% | NEW | 新建倉 |
| 41 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.90% | 減碼 |
| 42 | DFSEUR | Discover Financial Services | +0.1% | -6.65% | 減碼 |
| 43 | APP | Applovin Corp-class A | +0.1% | NEW | 新建倉 |
| 44 | PH | Parker Hannifin CORP | +0.1% | NEW | 新建倉 |
| 45 | PWR | Quanta Services Inc | +0.1% | +14.09% | 加碼 |
| 46 | LULU | Lululemon Athletica Inc | +0.1% | +34.62% | 加碼 |
| 47 | FISV | Fiserv Inc | +0.1% | -2.90% | 減碼 |
| 48 | AFRM | Affirm Holdings Inc | +0.1% | +0.40% | 加碼 |
| 49 | XPO | Xpo Inc | +0.1% | +26.10% | 加碼 |
| 50 | ARE | Alexandria Real Estate Equit | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Capital World Investors 在 Q4 2024 季度的美股持倉總市值約為 US$8464.3億，共申報了 543 個公開持股部位。
在 Q4 2024 季度，Capital World Investors 按市值排列的前三大核心持股分別為：AVGO (6.9%)、MSFT (4.4%)、META (3.6%)。其中最大持股部位 AVGO 佔據整體投資組合約 6.9% 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
BLK
市值: US$42.0億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$38.0億
在 Q4 2024 季度中，Capital World Investors 共進行了 199 項持倉異動，包含新建倉 13 個部位、加碼 87 個部位、減碼 89 個部位以及清倉 10 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。