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: 0000318989
申報總市值
US$1392.7億
US$1392.7億
910 檔
9.3%
Q4 2024 季度申報顯示，FIL Ltd 揭露的美股組合總市值為 US$1392.7億，涵蓋 910 個不同之權益投資部位。
在 Q4 2024，FIL Ltd 展現出較為審慎的避險與獲利了結姿態。本季共減碼 88 個部位並完全清倉 25 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，FIL Ltd 的前 5 大持股（包含 MSFT, RY, AMZN）貢獻了組合市值的 9.3%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 910 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 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | -0.06% | +2.35% | |
| 2 | RY | Royal Bank Of Canada | 股票-金融 | 2.51% | +0.71% | -6.51% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.28% | +0.33% | -3.45% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.06% | +0.51% | -7.52% | |
| 5 | TD | Toronto-dominion Bank | 股票-金融 | 1.94% | +0.72% | +17.32% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.90% | +0.40% | -2.39% | |
| 7 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.57% | -0.10% | +11.94% | |
| 8 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.33% | -1.14% | -5.14% | |
| 9 | TRP | Tc Energy CORP | 股票-能源 | 1.24% | +0.02% | +10.25% | |
| 10 | CNQ | Canadian Natural Resources | 股票-能源 | 1.22% | -0.34% | -14.59% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.20% | +0.10% | -16.92% | |
| 12 | WCN | Waste Connections Inc | 股票-工業 | 1.15% | +0.07% | +46.24% | |
| 13 | MFC | Manulife Financial CORP | 股票-金融 | 1.14% | +0.01% | +21.66% | |
| 14 | BN | Brookfield CORP | 股票-金融 | 1.09% | +0.09% | +8.77% | |
| 15 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.04% | -0.01% | +17.48% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.02% | +0.01% | -8.52% | |
| 17 | FNV | Franco-nevada CORP | 股票-原物料 | 1.00% | -0.11% | -10.91% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | -0.11% | +146.11% | |
| 19 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.96% | -0.32% | +7.19% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 0.94% | -0.01% | -2.73% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 0.90% | +0.54% | -2.61% | |
| 22 | CME | Cme Group Inc | 股票-金融 | 0.89% | -0.15% | +1.54% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | +0.21% | +7.30% | |
| 24 | FTS | Fortis Inc | 股票-公用事業 | 0.83% | -0.11% | -13.77% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | -0.01% | -7.90% | |
| 26 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.78% | -0.11% | +3.89% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.77% | +0.01% | +4.57% | |
| 28 | TFII | Tfi International Inc | 股票-其他 | 0.73% | +0.07% | +42.45% | |
| 29 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 0.73% | -0.12% | +53.58% | |
| 30 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.72% | -0.20% | +72.40% | |
| 31 | WDAY | Workday Inc-class A | 股票-科技 | 0.71% | +0.01% | +6.54% | |
| 32 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.67% | -0.01% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | +0.05% | +5.18% | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.66% | -0.13% | — | |
| 35 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.66% | +0.22% | -5.11% | |
| 36 | WAB | Wabtec CORP | 股票-工業 | 0.66% | — | +61.41% | |
| 37 | AKX | Ansys Inc | 股票-其他 | 0.66% | — | +32.49% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.65% | +0.15% | -6.02% | |
| 39 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.63% | -0.04% | -5.22% | |
| 40 | BKR | Baker Hughes Co | 股票-能源 | 0.61% | -0.06% | -17.80% | |
| 41 | FIS | Fidelity National Info Serv | 股票-科技 | 0.61% | -0.03% | -4.16% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | -0.03% | +0.56% | |
| 43 | ✓ | Ferrovial Se | 股票-其他 | 0.58% | -0.16% | -6.22% | |
| 44 | BCE | Bce Inc | 股票-通訊服務 | 0.57% | -0.13% | +9.69% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.06% | -12.86% | |
| 46 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 0.55% | -0.02% | +68.19% | |
| 47 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.54% | +0.01% | +18.76% | |
| 48 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 0.54% | — | +8.81% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.54% | +0.15% | +130.90% | |
| 50 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.52% | +0.43% | -3.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.7% | NEW | 新建倉 |
| 2 | META | Meta Platforms Inc-class A | +0.6% | +146.11% | 加碼 |
| 3 | SHOP | Shopify Inc - Class A | +0.6% | +11.94% | 加碼 |
| 4 | LRCX | Lam Research CORP | +0.5% | NEW | 新建倉 |
| 5 | WCN | Waste Connections Inc | +0.4% | +46.24% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | -3.45% | 減碼 |
| 7 | CLS | Celestica Inc | +0.3% | +5976.08% | 加碼 |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.3% | NEW | 新建倉 |
| 9 | YMM | Full Truck Alliance -spn Adr | +0.3% | +83.04% | 加碼 |
| 10 | CM | Can Imperial Bk Of Commerce | +0.3% | +53.58% | 加碼 |
| 11 | WAB | Wabtec CORP | +0.3% | +61.41% | 加碼 |
| 12 | ADBE | Adobe Inc | +0.3% | +130.90% | 加碼 |
| 13 | MFC | Manulife Financial CORP | +0.3% | +21.66% | 加碼 |
| 14 | SW | Smurfit Westrock Plc | +0.3% | +68.19% | 加碼 |
| 15 | TFII | Tfi International Inc | +0.2% | +42.45% | 加碼 |
| 16 | AKX | Ansys Inc | +0.2% | +32.49% | 加碼 |
| 17 | HDB | Hdfc Bank Ltd-adr | +0.2% | +17.48% | 加碼 |
| 18 | BN | Brookfield CORP | +0.2% | +8.77% | 加碼 |
| 19 | BROS | Dutch Bros Inc-class A | +0.2% | NEW | 新建倉 |
| 20 | NVDA | Nvidia CORP | +0.2% | +7.30% | 加碼 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.52% | 減碼 |
| 22 | PDD | Pdd Holdings Inc | +0.2% | +72.40% | 加碼 |
| 23 | BAM | Brookfield Asset Mgmt-a | +0.2% | +3.89% | 加碼 |
| 24 | FLS | Flowserve CORP | +0.1% | +71.67% | 加碼 |
| 25 | AAPL | Apple Inc | +0.1% | -2.39% | 減碼 |
| 26 | MS | Morgan Stanley | +0.1% | +66.36% | 加碼 |
| 27 | MA | Mastercard Inc - A | +0.1% | +24.85% | 加碼 |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +5.18% | 加碼 |
| 29 | TRP | Tc Energy CORP | +0.1% | +10.25% | 加碼 |
| 30 | KEL | Kellanova | +0.1% | +182.27% | 加碼 |
| 31 | TCOM | Trip.com Group Ltd-adr | +0.1% | +8.81% | 加碼 |
| 32 | MRVL | Marvell Technology Inc | +0.1% | -3.16% | 減碼 |
| 33 | IYC | Ishares US Consumer Discreti | +0.1% | NEW | 新建倉 |
| 34 | DIS | Walt Disney Co/the | +0.1% | +10.42% | 加碼 |
| 35 | SE | Sea Ltd-adr | +0.1% | +46.94% | 加碼 |
| 36 | CIGI | Colliers Intl Gr-subord Vot | +0.1% | +116.45% | 加碼 |
| 37 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +18.76% | 加碼 |
| 38 | 7SU | Summit Materials Inc -cl A | +0.1% | NEW | 新建倉 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +206.35% | 加碼 |
| 40 | NTES | Netease Inc-adr | +0.1% | +160.17% | 加碼 |
| 41 | WDAY | Workday Inc-class A | +0.1% | +6.54% | 加碼 |
| 42 | CME | Cme Group Inc | +0.1% | +1.54% | 加碼 |
| 43 | BMY | Bristol-myers Squibb Co | +0.1% | +27.43% | 加碼 |
| 44 | GRTUF | Granite Real Estate Investme | +0.1% | NEW | 新建倉 |
| 45 | ENB | Enbridge Inc | +0.1% | +17.01% | 加碼 |
| 46 | BRKR | Bruker CORP | +0.1% | +262.34% | 加碼 |
| 47 | WFG | West Fraser Timber Co LTD | +0.1% | +35.46% | 加碼 |
| 48 | JNP | Juniper Networks Inc | +0.1% | +20.48% | 加碼 |
| 49 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +83.66% | 加碼 |
| 50 | BUSD | Barnes Group Inc | +0.1% | +322.60% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，FIL Ltd 在 Q4 2024 季度的美股持倉總市值約為 US$1392.7億，共申報了 910 個公開持股部位。
在 Q4 2024 季度，FIL Ltd 按市值排列的前三大核心持股分別為：MSFT (3.3%)、RY (2.5%)、AMZN (2.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.3% 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$7.1億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$7.8億
在 Q4 2024 季度中，FIL Ltd 共進行了 200 項持倉異動，包含新建倉 13 個部位、加碼 74 個部位、減碼 88 個部位以及清倉 25 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。