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: 0001969566
申報總市值
US$85.4億
US$85.4億
462 檔
13.9%
Q1 2024 季度申報顯示，iA Global Asset Management Inc. 揭露的美股組合總市值為 US$85.4億，涵蓋 462 個不同之權益投資部位。
在 Q1 2024，iA Global Asset Management Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 6 個新部位，並對 26 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 13.9%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 462 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 | 8.47% | +1.44% | -2.53% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.58% | +0.54% | +14.82% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.05% | +0.58% | +24.64% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.66% | -0.11% | +8.76% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.60% | -0.22% | -11.74% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.92% | +1.44% | +2.20% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.85% | -0.26% | +2.71% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.57% | -0.39% | +4.57% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.47% | -0.30% | +56.99% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 2.32% | -0.26% | -0.72% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.07% | — | -9.07% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.87% | — | +7.07% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.76% | -0.16% | -10.19% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | -0.05% | -1.30% | |
| 15 | LIN | Linde plc | 股票-原物料 | 1.57% | -0.09% | — | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.49% | -0.36% | +9.70% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.30% | -0.39% | +8.38% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.21% | -0.27% | +33.23% | |
| 19 | CMS | Cms Energy CORP | 股票-公用事業 | 0.94% | -0.15% | -0.84% | |
| 20 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.85% | — | +0.40% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.83% | -0.07% | +43.15% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | +0.02% | -0.70% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.75% | -0.06% | +7.53% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.72% | +0.05% | +24.86% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.72% | +0.16% | +2.56% | |
| 26 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.71% | +0.16% | +117.23% | |
| 27 | ARMK | Aramark | 股票-工業 | 0.67% | -0.01% | EXIT | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.66% | +0.42% | -20.42% | |
| 29 | NSC | Norfolk Southern CORP | 股票-工業 | 0.65% | +0.01% | NEW | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.64% | +0.01% | +4.66% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.63% | +0.10% | +4.31% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.62% | -0.23% | -9.15% | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | +0.09% | -19.07% | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.61% | +0.01% | -2.13% | |
| 35 | CARR | Carrier Global CORP | 股票-工業 | 0.60% | -0.12% | -21.89% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.24% | -42.75% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | +0.96% | +5.38% | |
| 38 | APO | Apollo Global Management Inc | 股票-金融 | 0.58% | +0.31% | +63.94% | |
| 39 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.54% | -0.02% | +9.16% | |
| 40 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.51% | -0.06% | -1.28% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.49% | -0.02% | +1.09% | |
| 42 | URI | United Rentals Inc | 股票-工業 | 0.49% | -0.08% | -21.57% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.49% | +0.26% | +6.45% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.48% | -0.04% | +3.09% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.46% | -0.01% | +2.90% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | -0.08% | -31.44% | |
| 47 | RSG | Republic Services Inc | 股票-工業 | 0.43% | +0.15% | -0.32% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.42% | — | -7.70% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.34% | EXIT | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.41% | +0.01% | +72.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | +24.64% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | +56.99% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.6% | +2.20% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +8.76% | 加碼 |
| 5 | LOW | Lowe's Cos Inc | +0.4% | +117.23% | 加碼 |
| 6 | CRM | Salesforce Inc | +0.4% | +1020.17% | 加碼 |
| 7 | APO | Apollo Global Management Inc | +0.3% | +63.94% | 加碼 |
| 8 | DG | Dollar General CORP | +0.2% | +174.32% | 加碼 |
| 9 | PEP | Pepsico Inc | +0.2% | +43.15% | 加碼 |
| 10 | PG | Procter & Gamble Co/the | +0.2% | +226.75% | 加碼 |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +33.23% | 加碼 |
| 12 | TDG | Transdigm Group Inc | +0.2% | +494.92% | 加碼 |
| 13 | UBER | Uber Technologies Inc | +0.2% | +82.78% | 加碼 |
| 14 | VST | Vistra CORP | +0.2% | +1493.57% | 加碼 |
| 15 | VMC | Vulcan Materials Co | +0.2% | +1346.85% | 加碼 |
| 16 | UNP | Union Pacific CORP | +0.1% | +72.43% | 加碼 |
| 17 | WCN | Waste Connections Inc | +0.1% | +51.23% | 加碼 |
| 18 | EQIX | Equinix Inc | +0.1% | +318.86% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | +7.53% | 加碼 |
| 20 | ICE | Intercontinental Exchange In | +0.1% | +24.86% | 加碼 |
| 21 | MA | Mastercard Inc - A | +0.1% | +8.38% | 加碼 |
| 22 | ARMK | Aramark | +0.1% | +12.74% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +9.70% | 加碼 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.07% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -1.30% | 減碼 |
| 26 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.71% | 加碼 |
| 27 | TFII | Tfi International Inc | -0.1% | -94.73% | 減碼 |
| 28 | SCHW | Schwab (charles) CORP | -0.2% | -93.60% | 減碼 |
| 29 | PANW | Palo Alto Networks Inc | -0.2% | -44.62% | 減碼 |
| 30 | CB | Chubb Limited | -0.2% | -82.57% | 減碼 |
| 31 | PGR | Progressive CORP | -0.2% | -90.04% | 減碼 |
| 32 | CARR | Carrier Global CORP | -0.3% | -21.89% | 減碼 |
| 33 | AWK | American Water Works Co Inc | -0.3% | -32.30% | 減碼 |
| 34 | SPGI | S&p Global Inc | -0.3% | -19.07% | 減碼 |
| 35 | AVGO | Broadcom Inc | -0.3% | -11.74% | 減碼 |
| 36 | MSFT | Microsoft CORP | -0.3% | -2.53% | 減碼 |
| 37 | CSCO | Cisco Systems Inc | -0.3% | -31.44% | 減碼 |
| 38 | TSLA | Tesla Inc | -0.3% | +4.31% | 加碼 |
| 39 | BLKCHF | Blackrock Inc | -0.4% | -95.74% | 減碼 |
| 40 | HD | Home Depot Inc | -0.5% | -42.75% | 減碼 |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | -9.07% | 減碼 |
| 42 | BAC | Bank Of America CORP | -0.6% | -97.62% | 減碼 |
| 43 | LIN | Linde plc | — | NEW | 新建倉 |
| 44 | NSC | Norfolk Southern CORP | — | NEW | 新建倉 |
| 45 | C | Citigroup Inc | — | NEW | 新建倉 |
| 46 | EMR | Emerson Electric Co | — | NEW | 新建倉 |
| 47 | AJG | Arthur J Gallagher & Co | — | NEW | 新建倉 |
| 48 | PLNT | Planet Fitness Inc - Cl A | — | EXIT | 清倉 |
| 49 | FCX | Freeport-mcmoran Inc | — | EXIT | 清倉 |
| 50 | VRT | Vertiv Holdings Co-a | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，iA Global Asset Management Inc. 在 Q1 2024 季度的美股持倉總市值約為 US$85.4億，共申報了 462 個公開持股部位。
在 Q1 2024 季度，iA Global Asset Management Inc. 按市值排列的前三大核心持股分別為：MSFT (8.5%)、AAPL (4.6%)、NVDA (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.5% 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
LIN
市值: US$7647.6萬
本季最大獲利了結 / 清倉標的
PLNT
前期市值: US$750.6萬
在 Q1 2024 季度中，iA Global Asset Management Inc. 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 26 個部位、減碼 16 個部位以及清倉 2 個部位。 其中最大新建倉標的為 LIN。 本季清倉部位包含 PLNT。
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。