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: 0001698246
申報總市值
US$151.1億
US$151.1億
681 檔
16.8%
截至 Q3 2024 季度末，IFM Investors Pty Ltd 的美股持倉估值約為 US$151.1億，全數申報部位共有 681 檔。
Q3 2024 的申報記錄反映 IFM Investors Pty Ltd 的板塊替換策略：機構本季推動了 25 筆增持與 25 筆減持，籌碼呈現明顯的結構重組。
整體而言，IFM Investors Pty Ltd 的前 5 大持股（包含 AAPL, MSFT, NVDA）貢獻了組合市值的 16.8%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 681 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 | AAPL | Apple Inc | 股票-科技 | 6.68% | +0.03% | -0.27% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.99% | -0.49% | +0.17% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.91% | -0.28% | -1.22% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.38% | +0.11% | +0.34% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.44% | -0.26% | +0.13% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.83% | +0.27% | +1.04% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.75% | +0.08% | -2.19% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.51% | +0.17% | +908.13% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.47% | -0.02% | -0.12% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.42% | +0.20% | +0.76% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.03% | -0.45% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | -0.06% | -0.07% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.07% | +0.15% | -0.23% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.33% | -2.41% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | +0.01% | -0.50% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.82% | -0.07% | -0.55% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | -0.06% | +1.15% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.79% | -0.02% | -0.32% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.09% | -0.35% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | -0.10% | -0.38% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.68% | +0.02% | -0.35% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.68% | -0.16% | -0.52% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.60% | -0.24% | -0.32% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.58% | -0.03% | +0.68% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.56% | -0.05% | +0.43% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.05% | +0.22% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | +0.01% | -0.59% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.11% | -0.11% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | +1.43% | NEW | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.51% | -0.07% | -7.45% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.19% | -1.86% | |
| 32 | PLD | Prologis Inc | 股票-房地產 | 0.49% | -0.04% | +0.09% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.46% | +0.13% | NEW | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.45% | -0.03% | -0.97% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.45% | -0.07% | +0.58% | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.43% | -0.01% | +20.64% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | +0.18% | -0.48% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | -0.08% | +0.93% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | +0.02% | -0.08% | |
| 40 | DHR | Danaher CORP | 股票-醫療保健 | 0.39% | -0.02% | -2.28% | |
| 41 | GE | General Electric | 股票-工業 | 0.39% | +0.08% | -0.40% | |
| 42 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.39% | -0.12% | +3.99% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.39% | -0.07% | -0.02% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.39% | +0.10% | -0.06% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.38% | +0.05% | -0.41% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | -0.04% | -1.40% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.38% | +0.18% | -1.30% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.36% | -0.04% | +1.55% | |
| 49 | EQIX | Equinix Inc | 股票-房地產 | 0.36% | -0.04% | -0.08% | |
| 50 | INTU | Intuit Inc | 股票-科技 | 0.36% | -0.11% | +0.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.3% | -0.12% | 減碼 |
| 2 | AAPL | Apple Inc | +0.3% | -0.27% | 減碼 |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +0.13% | 加碼 |
| 4 | UNH | Unitedhealth Group Inc | +0.1% | -0.23% | 減碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.07% | 減碼 |
| 6 | HD | Home Depot Inc | +0.1% | -0.32% | 減碼 |
| 7 | WMT | Walmart Inc | +0.1% | -0.52% | 減碼 |
| 8 | UNP | Union Pacific CORP | +0.1% | +20.64% | 加碼 |
| 9 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 10 | ORCL | Oracle CORP | +0.1% | +0.22% | 加碼 |
| 11 | IBM | Intl Business Machines CORP | +0.1% | -0.08% | 減碼 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +10.75% | 加碼 |
| 13 | ABBV | Abbvie Inc | +0.1% | -0.35% | 減碼 |
| 14 | MA | Mastercard Inc - A | +0.1% | -0.55% | 減碼 |
| 15 | MCD | Mcdonald's CORP | +0.1% | +0.93% | 加碼 |
| 16 | WELL | Welltower Inc | +0.1% | +3.85% | 加碼 |
| 17 | SHW | Sherwin-williams Co/the | +0.1% | +11.87% | 加碼 |
| 18 | AVGO | Broadcom Inc | 0% | +908.13% | 加碼 |
| 19 | JNJ | Johnson & Johnson | 0% | -0.35% | 減碼 |
| 20 | GE | General Electric | 0% | -0.40% | 減碼 |
| 21 | LOW | Lowe's Cos Inc | 0% | -0.10% | 減碼 |
| 22 | PGR | Progressive CORP | 0% | +0.07% | 加碼 |
| 23 | PSA | Public Storage | 0% | -0.14% | 減碼 |
| 24 | CAT | Caterpillar Inc | 0% | -1.30% | 減碼 |
| 25 | T | At&t Inc | 0% | +2.92% | 加碼 |
| 26 | NSC | Norfolk Southern CORP | 0% | +19.22% | 加碼 |
| 27 | KO | Coca-cola Co/the | 0% | +0.43% | 加碼 |
| 28 | PLD | Prologis Inc | 0% | +0.09% | 加碼 |
| 29 | EQIX | Equinix Inc | 0% | -0.08% | 減碼 |
| 30 | AMT | American Tower CORP | 0% | -0.05% | 減碼 |
| 31 | PM | Philip Morris International | 0% | +0.41% | 加碼 |
| 32 | NOW | Servicenow Inc | 0% | +1.55% | 加碼 |
| 33 | BLKCHF | Blackrock Inc | 0% | -0.01% | 減碼 |
| 34 | VZ | Verizon Communications Inc | 0% | +3.99% | 加碼 |
| 35 | NEE | Nextera Energy Inc | 0% | -7.45% | 減碼 |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | -0.97% | 減碼 |
| 37 | CSCO | Cisco Systems Inc | 0% | -0.48% | 減碼 |
| 38 | PG | Procter & Gamble Co/the | 0% | +1.15% | 加碼 |
| 39 | INTC | Intel CORP | -0.1% | +0.83% | 加碼 |
| 40 | AMAT | Applied Materials Inc | -0.1% | +1.31% | 加碼 |
| 41 | LRCXEUR | Lam Research CORP | -0.1% | -0.68% | 減碼 |
| 42 | MU | Micron Technology Inc | -0.1% | +0.41% | 加碼 |
| 43 | MRK | Merck & Co. Inc. | -0.1% | +0.68% | 加碼 |
| 44 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | 清倉 |
| 45 | QCOM | Qualcomm Inc | -0.1% | -0.41% | 減碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | +1.04% | 加碼 |
| 47 | AMZN | Amazon.com Inc | -0.3% | +0.34% | 加碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.3% | -2.19% | 減碼 |
| 49 | NVDA | Nvidia CORP | -0.5% | -1.22% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.6% | +0.17% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，IFM Investors Pty Ltd 在 Q3 2024 季度的美股持倉總市值約為 US$151.1億，共申報了 681 個公開持股部位。
在 Q3 2024 季度，IFM Investors Pty Ltd 按市值排列的前三大核心持股分別為：AAPL (6.7%)、MSFT (6.0%)、NVDA (5.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
FERG
市值: US$879.9萬
本季最大獲利了結 / 清倉標的
SMCIUSD
前期市值: US$861.7萬
在 Q3 2024 季度中，IFM Investors Pty Ltd 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 24 個部位、減碼 24 個部位以及清倉 1 個部位。 其中最大新建倉標的為 FERG。 本季清倉部位包含 SMCIUSD。
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。