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
1301 檔
28.6%
截至 Q4 2024 季度末，Ci Investments Inc. 的美股持倉估值約為 US$311.5億，全數申報部位共有 1301 檔。
Ci Investments Inc. 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 124 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
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 28.6%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1301 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 | 18.34% | -0.81% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.71% | -0.81% | +5.87% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.02% | -1.06% | -5.88% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.91% | -0.87% | +7.89% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.64% | -0.85% | -6.83% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.63% | -0.75% | -4.04% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.28% | -0.49% | +0.57% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.26% | -0.57% | -1.51% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.89% | +0.17% | +12.19% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.72% | -0.58% | -8.57% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | -0.17% | +0.89% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | -0.28% | -4.61% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.17% | +0.09% | +62.65% | |
| 14 | KKR | Kkr & Co Inc | 股票-金融 | 1.08% | -0.22% | +1.86% | |
| 15 | NOW | Servicenow Inc | 股票-科技 | 1.08% | -0.39% | -27.77% | |
| 16 | LNG | Cheniere Energy Inc | 股票-能源 | 1.03% | -0.43% | -5.19% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.98% | +0.17% | -5.49% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | -0.20% | -16.88% | |
| 19 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 0.84% | -0.08% | -11.68% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.78% | -0.34% | +683.82% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.75% | -0.13% | -36.06% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.74% | -0.26% | +85.32% | |
| 23 | J | Jacobs Solutions Inc | 股票-工業 | 0.70% | -0.09% | +23.20% | |
| 24 | BN | Brookfield CORP | 股票-金融 | 0.70% | -0.29% | -7.04% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.66% | -0.27% | +54.08% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.66% | -0.21% | +34.48% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | -0.21% | -9.67% | |
| 28 | VTR | Ventas Inc | 股票-房地產 | 0.63% | -0.52% | +1.89% | |
| 29 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.61% | -0.17% | -12.40% | |
| 30 | WMB | Williams Cos Inc | 股票-能源 | 0.60% | -0.16% | -3.35% | |
| 31 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.60% | -0.07% | -6.07% | |
| 32 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.55% | -0.16% | -1.53% | |
| 33 | EQIX | Equinix Inc | 股票-房地產 | 0.53% | -0.19% | -0.91% | |
| 34 | CEG | Constellation Energy | 股票-公用事業 | 0.51% | +0.07% | -6.87% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | — | -1.04% | |
| 36 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.50% | -0.04% | -1.94% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.49% | +0.02% | -9.28% | |
| 38 | VICI | Vici Properties Inc | 股票-房地產 | 0.48% | -0.17% | -0.76% | |
| 39 | ACM | Aecom | 股票-工業 | 0.48% | -0.13% | -9.27% | |
| 40 | T | At&t Inc | 股票-通訊服務 | 0.47% | -0.38% | -0.85% | |
| 41 | DHR | Danaher CORP | 股票-醫療保健 | 0.45% | -0.62% | +10.71% | |
| 42 | SYK | Stryker CORP | 股票-醫療保健 | 0.43% | +0.18% | -10.84% | |
| 43 | SPGI | S&p Global Inc | 股票-金融 | 0.43% | -0.26% | -17.38% | |
| 44 | PLD | Prologis Inc | 股票-房地產 | 0.42% | -0.19% | -15.93% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.42% | +1.12% | -30.57% | |
| 46 | TRGP | Targa Resources CORP | 股票-能源 | 0.41% | -0.62% | -5.12% | |
| 47 | BLK | Blackrock Inc | 股票-金融 | 0.41% | -0.02% | — | |
| 48 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.41% | -0.03% | -3.86% | |
| 49 | AMH | American Homes 4 Rent- A | 股票-房地產 | 0.40% | -0.08% | -22.00% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.39% | +0.02% | +303.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | +0.7% | +683.82% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.6% | +7.89% | 加碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +62.65% | 加碼 |
| 4 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 5 | AMZN | Amazon.com Inc | +0.4% | -5.88% | 減碼 |
| 6 | CRM | Salesforce Inc | +0.3% | +54.08% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.3% | -8.57% | 減碼 |
| 8 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +303.59% | 加碼 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.3% | +85.32% | 加碼 |
| 10 | CDNS | Cadence Design Sys Inc | +0.3% | +536.80% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -1.51% | 減碼 |
| 12 | DDOG | Datadog Inc - Class A | +0.2% | +183.24% | 加碼 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | — | 不變 |
| 14 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 15 | PLTR | Palantir Technologies Inc-a | +0.2% | +416.32% | 加碼 |
| 16 | SLB | Slb LTD | +0.2% | +2572.54% | 加碼 |
| 17 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +323.45% | 加碼 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +52.62% | 加碼 |
| 19 | MA | Mastercard Inc - A | +0.1% | +0.57% | 加碼 |
| 20 | CLH | Clean Harbors Inc | +0.1% | +1020.89% | 加碼 |
| 21 | J | Jacobs Solutions Inc | +0.1% | +23.20% | 加碼 |
| 22 | WMT | Walmart Inc | +0.1% | +42.67% | 加碼 |
| 23 | KKR | Kkr & Co Inc | +0.1% | +1.86% | 加碼 |
| 24 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +76.73% | 加碼 |
| 25 | MSFT | Microsoft CORP | +0.1% | +5.87% | 加碼 |
| 26 | LNG | Cheniere Energy Inc | +0.1% | -5.19% | 減碼 |
| 27 | NFLX | Netflix Inc | +0.1% | +15.33% | 加碼 |
| 28 | WIX | Wix.com Ltd. | +0.1% | +760.74% | 加碼 |
| 29 | BRX | Brixmor Property Group Inc | +0.1% | +47.72% | 加碼 |
| 30 | JNJ | Johnson & Johnson | +0.1% | +108.34% | 加碼 |
| 31 | TKO | Tko Group Holdings Inc | +0.1% | +17418.77% | 加碼 |
| 32 | MRK | Merck & Co. Inc. | +0.1% | +34.48% | 加碼 |
| 33 | CI | THE Cigna Group | +0.1% | +277.46% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | -4.61% | 減碼 |
| 35 | APP | Applovin Corp-class A | +0.1% | -7.63% | 減碼 |
| 36 | MRVL | Marvell Technology Inc | +0.1% | +0.25% | 加碼 |
| 37 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 38 | WFC | Wells Fargo & Co | +0.1% | +9.25% | 加碼 |
| 39 | WMB | Williams Cos Inc | +0.1% | -3.35% | 減碼 |
| 40 | MSI | Motorola Solutions Inc | +0.1% | +54.51% | 加碼 |
| 41 | HWM | Howmet Aerospace Inc | +0.1% | +4609.84% | 加碼 |
| 42 | ARES | Ares Management CORP - A | +0.1% | +14015.58% | 加碼 |
| 43 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.49% | 減碼 |
| 44 | WDAY | Workday Inc-class A | +0.1% | +54.63% | 加碼 |
| 45 | APO | Apollo Global Management Inc | +0.1% | +216.92% | 加碼 |
| 46 | IQV | Iqvia Holdings Inc | +0.1% | +91.78% | 加碼 |
| 47 | GS | Goldman Sachs Group Inc | +0.1% | -1.94% | 減碼 |
| 48 | BKNG | Booking Holdings Inc | +0.1% | -6.07% | 減碼 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +1359.18% | 加碼 |
| 50 | CNM | Core & Main Inc-class A | +0.1% | +245.92% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ci Investments Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$311.5億，共申報了 1301 個公開持股部位。
在 Q4 2024 季度，Ci Investments Inc. 按市值排列的前三大核心持股分別為：IVV (18.3%)、MSFT (4.7%)、AMZN (4.0%)。其中最大持股部位 IVV 佔據整體投資組合約 18.3% 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
BLK
市值: US$1.1億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$7646.4萬
在 Q4 2024 季度中，Ci Investments Inc. 共進行了 198 項持倉異動，包含新建倉 9 個部位、加碼 65 個部位、減碼 119 個部位以及清倉 5 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。