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: 0001021926
申報總市值
US$456.1億
US$456.1億
1219 檔
11.9%
在 Q4 2024 申報期間，CIBC Asset Management Inc（CIK: 0001021926）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$456.1億，共持有 1219 個公開申報部位。
從 Q4 2024 申報觀察，CIBC Asset Management Inc 採取防禦導向的調倉策略，本季減碼 25 檔個股並出清 4 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 RY, ENB, AAPL）累計市值佔比達 11.9%，是驅動 CIBC Asset Management Inc 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
GRTUF
市值: US$1.7億
本季最大獲利了結 / 清倉標的
GRT-UCAD
前期市值: US$2.0億
僅顯示前 200 大持股（共 1219 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 | RY | Royal Bank Of Canada | 股票-金融 | 5.27% | +0.50% | -2.16% | |
| 2 | ENB | Enbridge Inc | 股票-能源 | 3.36% | -0.24% | -0.11% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.30% | -0.03% | +3.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.37% | +4.13% | |
| 5 | TD | Toronto-dominion Bank | 股票-金融 | 2.89% | +0.65% | +0.36% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.87% | -0.07% | +2.45% | |
| 7 | BN | Brookfield CORP | 股票-金融 | 2.67% | +0.07% | +6.17% | |
| 8 | CNQ | Canadian Natural Resources | 股票-能源 | 2.44% | -0.42% | +5.56% | |
| 9 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 2.35% | -0.11% | +0.19% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.04% | -0.02% | +9.51% | |
| 11 | BMO | Bank Of Montreal | 股票-金融 | 2.03% | +0.38% | -3.88% | |
| 12 | MFC | Manulife Financial CORP | 股票-金融 | 2.01% | +0.38% | -10.36% | |
| 13 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.86% | -0.20% | -13.11% | |
| 14 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.81% | +0.57% | +1.83% | |
| 15 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.70% | +0.88% | +12.58% | |
| 16 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.64% | -0.48% | +5.50% | |
| 17 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.63% | -0.17% | -2.02% | |
| 18 | SU | Suncor Energy Inc | 股票-能源 | 1.57% | -0.56% | -3.83% | |
| 19 | SLF | Sun Life Financial Inc | 股票-金融 | 1.40% | +0.45% | +10.84% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.27% | — | -3.33% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.17% | -0.02% | — | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | +0.03% | -12.11% | |
| 23 | TRP | Tc Energy CORP | 股票-能源 | 1.09% | -0.14% | +8.40% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.07% | -0.18% | -10.95% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.06% | +0.08% | +1.87% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | +0.10% | +3.49% | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 0.95% | -0.01% | -1.01% | |
| 28 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.88% | +0.03% | +1.96% | |
| 29 | TU | Telus CORP | 股票-其他 | 0.83% | -0.15% | -6.87% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.76% | -0.06% | +7.28% | |
| 31 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.71% | -0.28% | -8.12% | |
| 32 | CCJ | Cameco CORP | 股票-能源 | 0.64% | -0.37% | -0.01% | |
| 33 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.64% | -0.09% | +0.06% | |
| 34 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.63% | -0.16% | -11.67% | |
| 35 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 0.63% | -0.05% | +23.80% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.63% | +0.10% | +0.04% | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | -0.18% | -6.37% | |
| 38 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.61% | -0.22% | EXIT | |
| 39 | GRTUF | Granite Real Estate Investme | 股票-其他 | 0.56% | — | — | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.03% | +0.09% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | +0.06% | +4.03% | |
| 42 | WCN | Waste Connections Inc | 股票-工業 | 0.54% | -0.19% | -0.81% | |
| 43 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.52% | -0.02% | -26.59% | |
| 44 | FTS | Fortis Inc | 股票-公用事業 | 0.50% | -0.06% | -6.54% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.11% | -12.78% | |
| 46 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.47% | -0.27% | +11.79% | |
| 47 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 0.47% | -0.35% | +59.00% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | -0.05% | -6.05% | |
| 49 | FNV | Franco-nevada CORP | 股票-原物料 | 0.44% | +0.01% | +11.38% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.05% | +3.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GRTUF | Granite Real Estate Investme | +0.6% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.5% | +9.51% | 加碼 |
| 3 | SHOP | Shopify Inc - Class A | +0.4% | -2.02% | 減碼 |
| 4 | AAPL | Apple Inc | +0.4% | +3.85% | 加碼 |
| 5 | BN | Brookfield CORP | +0.4% | +6.17% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.4% | +2.45% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.3% | -1.01% | 減碼 |
| 8 | BEPC | Brookfield Renewable CORP | +0.2% | NEW | 新建倉 |
| 9 | TRI4EUR | Thomson Reuters CORP | +0.2% | +52.19% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | -12.11% | 減碼 |
| 11 | SLF | Sun Life Financial Inc | +0.2% | +10.84% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.49% | 加碼 |
| 13 | ENB | Enbridge Inc | +0.2% | -0.11% | 減碼 |
| 14 | GIL | Gildan Activewear Inc | +0.2% | +545.09% | 加碼 |
| 15 | AGI | Alamos Gold Inc-class A | +0.2% | +59.00% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | +1.87% | 加碼 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | +130.33% | 加碼 |
| 18 | BLK | Blackrock Inc | +0.1% | NEW | 新建倉 |
| 19 | FSV | Firstservice CORP | +0.1% | +57.44% | 加碼 |
| 20 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 21 | NFLX | Netflix Inc | +0.1% | -6.37% | 減碼 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +0.09% | 加碼 |
| 23 | IMO | Imperial Oil LTD | -0.1% | -58.76% | 減碼 |
| 24 | MCD | Mcdonald's CORP | -0.1% | -20.51% | 減碼 |
| 25 | FTS | Fortis Inc | -0.1% | -6.54% | 減碼 |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.1% | -5.33% | 減碼 |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | +0.04% | 加碼 |
| 28 | BAM | Brookfield Asset Mgmt-a | -0.1% | -26.59% | 減碼 |
| 29 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | — | 不變 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -10.95% | 減碼 |
| 31 | MDLZ | Mondelez International Inc-a | -0.1% | -20.58% | 減碼 |
| 32 | SU | Suncor Energy Inc | -0.1% | -3.83% | 減碼 |
| 33 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清倉 |
| 34 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清倉 |
| 35 | MFC | Manulife Financial CORP | -0.1% | -10.36% | 減碼 |
| 36 | RCI | Rogers Communications Inc-b | -0.1% | -38.97% | 減碼 |
| 37 | NTR | Nutrien LTD | -0.2% | -22.71% | 減碼 |
| 38 | PBA | Pembina Pipeline CORP | -0.2% | -8.12% | 減碼 |
| 39 | CVE | Cenovus Energy Inc | -0.2% | -24.97% | 減碼 |
| 40 | BIP | Brookfield Infrastructure Partners L.P. | -0.2% | -11.67% | 減碼 |
| 41 | 016 | Veren Inc | -0.2% | -59.28% | 減碼 |
| 42 | TECK | Teck Resources Ltd-cls B | -0.2% | +1.96% | 加碼 |
| 43 | BEPC | Brookfield Renewable Corporation | -0.3% | EXIT | 清倉 |
| 44 | RY | Royal Bank Of Canada | -0.3% | -2.16% | 減碼 |
| 45 | TU | Telus CORP | -0.3% | -6.87% | 減碼 |
| 46 | BCE | Bce Inc | -0.3% | -16.08% | 減碼 |
| 47 | TD | Toronto-dominion Bank | -0.5% | +0.36% | 加碼 |
| 48 | ABX | Barrick Gold CORP | -0.6% | -52.31% | 減碼 |
| 49 | CP | Canadian Pacific Kansas City | -0.7% | -13.11% | 減碼 |
| 50 | GRT-UCAD | Granite Real Estate Investme | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，CIBC Asset Management Inc 在 Q4 2024 季度的美股持倉總市值約為 US$456.1億，共申報了 1219 個公開持股部位。
在 Q4 2024 季度，CIBC Asset Management Inc 按市值排列的前三大核心持股分別為：RY (5.3%)、ENB (3.4%)、AAPL (3.3%)。其中最大持股部位 RY 佔據整體投資組合約 5.3% 的權重。
在 Q4 2024 季度中，CIBC Asset Management Inc 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 16 個部位、減碼 25 個部位以及清倉 4 個部位。 其中最大新建倉標的為 GRTUF。 本季清倉部位包含 GRT-UCAD。
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。
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。
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。