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: 0001163648
申報總市值
US$311.5億
US$311.5億
1257 檔
27.4%
Q2 2024 季度申報顯示，Ci Investments Inc. 揭露的美股組合總市值為 US$311.5億，涵蓋 1257 個不同之權益投資部位。
Ci Investments Inc. 在 Q2 2024 進行了結構性的板塊輪動與部位換股。在開立 2 個全新部位及加碼 21 檔持股的同時，亦同步清倉 2 檔並減碼 24 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 IVV, MSFT, AMZN）占據了總市值的 27.4%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1257 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 | 17.82% | -0.81% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.14% | -0.81% | +2.86% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.09% | -1.06% | +0.91% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.77% | -0.87% | +738.79% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.76% | -0.57% | +0.40% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.53% | -0.85% | +39.06% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.39% | -0.75% | -2.36% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.04% | -0.49% | -5.08% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.94% | -0.17% | +0.62% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.91% | -0.13% | -7.95% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.59% | +0.17% | -10.54% | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 1.44% | -0.39% | +11.29% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.27% | +0.17% | -2.49% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | -0.20% | +1.58% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | -0.58% | +1.46% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.28% | -1.40% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.00% | +0.09% | +23.93% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 0.95% | +1.12% | -8.07% | |
| 19 | LNG | Cheniere Energy Inc | 股票-能源 | 0.92% | -0.43% | -8.26% | |
| 20 | KKR | Kkr & Co Inc | 股票-金融 | 0.80% | -0.22% | -12.45% | |
| 21 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 0.74% | -0.08% | -9.63% | |
| 22 | SYK | Stryker CORP | 股票-醫療保健 | 0.68% | +0.18% | -10.14% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | -0.21% | -18.87% | |
| 24 | ADBE | Adobe Inc | 股票-科技 | 0.64% | +0.02% | -17.41% | |
| 25 | PLD | Prologis Inc | 股票-房地產 | 0.62% | -0.19% | -3.08% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.62% | -0.21% | -0.76% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 0.61% | +0.74% | +31.14% | |
| 28 | J | Jacobs Solutions Inc | 股票-工業 | 0.60% | -0.09% | -9.57% | |
| 29 | SPGI | S&p Global Inc | 股票-金融 | 0.55% | -0.26% | -19.48% | |
| 30 | WMB | Williams Cos Inc | 股票-能源 | 0.54% | -0.16% | -8.58% | |
| 31 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.54% | -0.17% | -1.11% | |
| 32 | CEG | Constellation Energy | 股票-公用事業 | 0.53% | +0.07% | +2.08% | |
| 33 | BN | Brookfield CORP | 股票-金融 | 0.51% | -0.29% | -1.53% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | — | +12.27% | |
| 35 | VTR | Ventas Inc | 股票-房地產 | 0.51% | -0.52% | -7.80% | |
| 36 | ADI | Analog Devices Inc | 股票-科技 | 0.51% | -0.01% | +20.53% | |
| 37 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.51% | -0.16% | -10.52% | |
| 38 | AMH | American Homes 4 Rent- A | 股票-房地產 | 0.50% | -0.08% | -10.78% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.49% | -0.26% | -4.64% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.49% | -0.01% | +9.73% | |
| 41 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.48% | +0.01% | +10.41% | |
| 42 | SBAC | Sba Communications CORP | 股票-房地產 | 0.47% | -0.09% | -3.00% | |
| 43 | DHR | Danaher CORP | 股票-醫療保健 | 0.47% | -0.62% | -2.32% | |
| 44 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.46% | -0.07% | +1.98% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.45% | — | -7.56% | |
| 46 | EQIX | Equinix Inc | 股票-房地產 | 0.45% | -0.19% | -4.93% | |
| 47 | ACM | Aecom | 股票-工業 | 0.44% | -0.13% | +9.94% | |
| 48 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.44% | -0.03% | +12.64% | |
| 49 | T | At&t Inc | 股票-通訊服務 | 0.43% | -0.38% | -4.92% | |
| 50 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.42% | -0.04% | +14.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | +39.06% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.6% | — | 不變 |
| 3 | NVDA | Nvidia CORP | +0.5% | +738.79% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +0.40% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.4% | +2.86% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +0.91% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -7.95% | 減碼 |
| 8 | LLY | Eli Lilly & Co | +0.3% | +0.62% | 加碼 |
| 9 | GEV | GE Vernova Inc | +0.2% | NEW | 新建倉 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +23.93% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.2% | +1.46% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.2% | +31.14% | 加碼 |
| 13 | ASHR | Xtrackers Harvest Csi 300 Ch | +0.2% | +352.54% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.49% | 減碼 |
| 15 | NOW | Servicenow Inc | +0.2% | +11.29% | 加碼 |
| 16 | WMT | Walmart Inc | +0.2% | +1207.61% | 加碼 |
| 17 | QCOM | Qualcomm Inc | +0.2% | +118.00% | 加碼 |
| 18 | ADI | Analog Devices Inc | +0.1% | +20.53% | 加碼 |
| 19 | FXI | Ishares China Large-cap ETF | +0.1% | +88.52% | 加碼 |
| 20 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +46151.92% | 加碼 |
| 21 | ARM | Arm Holdings Plc-adr | +0.1% | +1533.45% | 加碼 |
| 22 | URTH | Ishares Msci World ETF | +0.1% | NEW | 新建倉 |
| 23 | CW | Curtiss-wright CORP | +0.1% | +28962.28% | 加碼 |
| 24 | DDOG | Datadog Inc - Class A | +0.1% | +7780.21% | 加碼 |
| 25 | AES | Aes CORP | +0.1% | +46.10% | 加碼 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | +73.11% | 加碼 |
| 27 | PINS | Pinterest Inc- Class A | -0.1% | -89.20% | 減碼 |
| 28 | SBUX | Starbucks CORP | -0.1% | -27.32% | 減碼 |
| 29 | INTU | Intuit Inc | -0.1% | -39.26% | 減碼 |
| 30 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -47.05% | 減碼 |
| 31 | SPGI | S&p Global Inc | -0.1% | -19.48% | 減碼 |
| 32 | LULU | Lululemon Athletica Inc | -0.1% | -76.24% | 減碼 |
| 33 | SYK | Stryker CORP | -0.1% | -10.14% | 減碼 |
| 34 | BAC | Bank Of America CORP | -0.1% | -18.87% | 減碼 |
| 35 | GIB | Cgi Inc | -0.1% | -68.27% | 減碼 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -32.77% | 減碼 |
| 37 | J | Jacobs Solutions Inc | -0.1% | -9.57% | 減碼 |
| 38 | SNPS | Synopsys Inc | -0.1% | -38.49% | 減碼 |
| 39 | PLD | Prologis Inc | -0.1% | -3.08% | 減碼 |
| 40 | NKE | Nike Inc -cl B | -0.1% | -18.77% | 減碼 |
| 41 | ONTO | Onto Innovation Inc | -0.2% | -81.81% | 減碼 |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | -10.54% | 減碼 |
| 43 | PXDEUR | Pioneer Natural Resources Co | -0.2% | EXIT | 清倉 |
| 44 | MDT | Medtronic plc | -0.2% | -85.83% | 減碼 |
| 45 | CRM | Salesforce Inc | -0.2% | -22.85% | 減碼 |
| 46 | AMD | Advanced Micro Devices | -0.2% | -8.07% | 減碼 |
| 47 | HUM | Humana Inc | -0.2% | -88.17% | 減碼 |
| 48 | MA | Mastercard Inc - A | -0.3% | -5.08% | 減碼 |
| 49 | FLJP | Franklin Ftse Japan ETF | -0.5% | EXIT | 清倉 |
| 50 | SMH | Vaneck Semiconductor ETF | -0.8% | -99.10% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ci Investments Inc. 在 Q2 2024 季度的美股持倉總市值約為 US$311.5億，共申報了 1257 個公開持股部位。
在 Q2 2024 季度，Ci Investments Inc. 按市值排列的前三大核心持股分別為：IVV (17.8%)、MSFT (5.1%)、AMZN (4.1%)。其中最大持股部位 IVV 佔據整體投資組合約 17.8% 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
GEV
市值: US$5849.7萬
本季最大獲利了結 / 清倉標的
FLJP
前期市值: US$1.2億
在 Q2 2024 季度中，Ci Investments Inc. 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 21 個部位、減碼 24 個部位以及清倉 2 個部位。 其中最大新建倉標的為 GEV。 本季清倉部位包含 FLJP。
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。