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: 0001056527
申報總市值
US$207.8億
US$207.8億
697 檔
23.8%
在 Q2 2024 申報期間，Cibc World Markets CORP（CIK: 0001056527）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$207.8億，共持有 697 個公開申報部位。
在 Q2 2024 期間，Cibc World Markets CORP 展現了靈活的資產再平衡步調，透過出清 4 檔弱勢或達到目標價部位，將資金轉置於 1 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SPY, MSFT, NVDA）累計市值佔比達 23.8%，是驅動 Cibc World Markets CORP 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 697 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 11.04% | -1.17% | -15.96% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.95% | -2.74% | +10.62% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.33% | +0.11% | +768.22% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.56% | -1.13% | +28.37% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.46% | +0.01% | +6.74% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.37% | -0.81% | +15.91% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.70% | +0.51% | +26.95% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.11% | +0.98% | +8.21% | |
| 9 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.42% | — | +3748.80% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | — | -10.04% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | +0.99% | -10.94% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.25% | -0.82% | +24.52% | |
| 13 | NFLX | Netflix Inc | 股票-通訊服務 | 1.22% | +0.15% | -4.22% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | +0.66% | +3.76% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.16% | — | +30.03% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | — | -4.01% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | — | +18.09% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 1.01% | +0.09% | +79.13% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | -0.08% | +147.30% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 0.73% | — | +74.68% | |
| 21 | BOKF | Bok Financial Corporation | 股票-其他 | 0.71% | — | — | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 0.69% | — | +96.79% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 0.64% | — | +105.57% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.06% | -13.29% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +0.20% | +77.65% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.61% | — | +6.21% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.51% | +0.05% | -18.56% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.47% | — | -35.73% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.47% | — | +9.27% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.47% | — | -8.95% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | +1.53% | -24.70% | |
| 32 | DHR | Danaher CORP | 股票-醫療保健 | 0.45% | — | +306.80% | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.45% | +0.24% | -0.96% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | — | +25.43% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | — | +59.71% | |
| 36 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.42% | — | +524.24% | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.42% | — | -23.13% | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 0.42% | — | +16.64% | |
| 39 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.41% | — | +192.66% | |
| 40 | SNOW | Snowflake Inc | 股票-科技 | 0.40% | — | -47.93% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.39% | — | +158.15% | |
| 42 | LUV | Southwest Airlines Co | 股票-工業 | 0.38% | — | +4847.77% | |
| 43 | MU | Micron Technology Inc | 股票-科技 | 0.38% | +1.15% | +68.74% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.37% | — | +114.18% | |
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.36% | — | +32.44% | |
| 46 | HON | Honeywell International Inc | 股票-工業 | 0.36% | +0.05% | +32.95% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.35% | — | -4.33% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.35% | — | +16.61% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | +0.19% | -42.32% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.34% | — | +24.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.7% | +28.37% | 加碼 |
| 2 | CTSH | Cognizant Tech Solutions-a | +1.4% | +3748.80% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1% | +10.62% | 加碼 |
| 4 | NVDA | Nvidia CORP | +1% | +768.22% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.9% | +26.95% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.7% | +15.91% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.5% | +79.13% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.5% | +8.21% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.4% | +147.30% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.4% | +30.03% | 加碼 |
| 11 | LUV | Southwest Airlines Co | +0.4% | +4847.77% | 加碼 |
| 12 | ADBE | Adobe Inc | +0.4% | +105.57% | 加碼 |
| 13 | DHR | Danaher CORP | +0.3% | +306.80% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.3% | +6.74% | 加碼 |
| 15 | LULU | Lululemon Athletica Inc | +0.3% | +524.24% | 加碼 |
| 16 | CRM | Salesforce Inc | +0.3% | +96.79% | 加碼 |
| 17 | UNH | Unitedhealth Group Inc | +0.3% | +24.52% | 加碼 |
| 18 | ROST | Ross Stores Inc | +0.3% | +192.66% | 加碼 |
| 19 | HD | Home Depot Inc | +0.3% | +74.68% | 加碼 |
| 20 | ORCL | Oracle CORP | +0.3% | +158.15% | 加碼 |
| 21 | GOOG | Alphabet Inc-cl C | +0.2% | +3.76% | 加碼 |
| 22 | ✓ | Ishares Tr | +0.2% | NEW | 新建倉 |
| 23 | KVUE | Kenvue Inc | +0.2% | +441.56% | 加碼 |
| 24 | AMD | Advanced Micro Devices | +0.2% | +77.65% | 加碼 |
| 25 | ISRG | Intuitive Surgical Inc | +0.2% | +114.18% | 加碼 |
| 26 | CL | Colgate-palmolive Co | +0.2% | +139.10% | 加碼 |
| 27 | MU | Micron Technology Inc | +0.2% | +68.74% | 加碼 |
| 28 | PG | Procter & Gamble Co/the | +0.2% | +18.09% | 加碼 |
| 29 | AEP | American Electric Power | +0.2% | +336.13% | 加碼 |
| 30 | AMT | American Tower CORP | -0.2% | -68.16% | 減碼 |
| 31 | OC | Owens Corning | -0.2% | -97.22% | 減碼 |
| 32 | TT | Trane Technologies plc | -0.2% | -75.40% | 減碼 |
| 33 | BNY | Bank Of New York Mellon CORP | -0.2% | -77.60% | 減碼 |
| 34 | KIM | Kimco Realty CORP | -0.2% | -94.56% | 減碼 |
| 35 | MA | Mastercard Inc - A | -0.2% | -24.70% | 減碼 |
| 36 | USB | US Bancorp | -0.2% | -60.21% | 減碼 |
| 37 | ETN | Eaton Corporation plc | -0.2% | -67.85% | 減碼 |
| 38 | KO | Coca-cola Co/the | -0.2% | -35.73% | 減碼 |
| 39 | PLD | Prologis Inc | -0.2% | -68.16% | 減碼 |
| 40 | BAC | Bank Of America CORP | -0.2% | -42.32% | 減碼 |
| 41 | V | Visa Inc-class A Shares | -0.3% | -10.04% | 減碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.3% | -59.06% | 減碼 |
| 43 | LRCXEUR | Lam Research CORP | -0.3% | -63.12% | 減碼 |
| 44 | ADP | Automatic Data Processing | -0.4% | -74.05% | 減碼 |
| 45 | XLC | Ss Comm Select Sector Spdr | -0.5% | EXIT | 清倉 |
| 46 | SNOW | Snowflake Inc | -0.5% | -47.93% | 減碼 |
| 47 | ACWI | Ishares Msci Acwi ETF | -1.1% | EXIT | 清倉 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.6% | -15.96% | 減碼 |
| 49 | IYR | Ishares US Real Estate ETF | -2.5% | EXIT | 清倉 |
| 50 | XLF | Ss Financial Select Sector | -3.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Cibc World Markets CORP 在 Q2 2024 季度的美股持倉總市值約為 US$207.8億，共申報了 697 個公開持股部位。
在 Q2 2024 季度，Cibc World Markets CORP 按市值排列的前三大核心持股分別為：SPY (11.0%)、MSFT (7.0%)、NVDA (6.3%)。其中最大持股部位 SPY 佔據整體投資組合約 11.0% 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
ISHARES TR
市值: US$3619.6萬
本季最大獲利了結 / 清倉標的
XLF
前期市值: US$4.8億
在 Q2 2024 季度中，Cibc World Markets CORP 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 28 個部位、減碼 17 個部位以及清倉 4 個部位。 其中最大新建倉標的為 ISHARES TR。 本季清倉部位包含 XLF。
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。