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: 0001661580
申報總市值
US$148.1億
US$148.1億
266 檔
32.6%
Ilmarinen Mutual Pension Insurance Co 在 Q1 2024 季度的美股部位總計估值為 US$148.1億，分散於 266 個持倉標的之中，反映其市場參與廣度與投資規模。
Ilmarinen Mutual Pension Insurance Co 於 Q1 2024 展現出進攻型調倉步調，本季推動了 5 檔股票的新建倉與 30 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Ilmarinen Mutual Pension Insurance Co 的前 5 大核心持股（包含 USCL, USCA, SJNK 等）合計佔整體申報市值的 32.6%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
HYG
市值: US$8550.3萬
本季最大獲利了結 / 清倉標的
EZA
前期市值: US$818.1萬
僅顯示前 200 大持股（共 266 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 | USCL | Ishares Climate Conscious | ETF-其他 | 24.03% | +0.87% | -1.00% | |
| 2 | USCA | Xtrack Msci USA Clim Act Eq | ETF-其他 | 23.95% | +0.83% | -1.36% | |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 4.68% | — | +14.97% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.24% | -0.08% | +5.91% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.34% | -0.10% | +4.15% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.31% | +4.59% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.15% | +0.31% | +2.60% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.55% | +0.17% | -6.25% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.43% | -0.11% | +12.18% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.03% | — | — | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.01% | — | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.81% | +0.12% | — | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.77% | +0.08% | +24.08% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | +0.04% | +18.41% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | +0.16% | +5.88% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.06% | +15.72% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.68% | +0.15% | +27.17% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 0.60% | -0.07% | — | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.52% | -0.04% | +12.10% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.30% | -15.27% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.47% | -0.03% | +11.45% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.46% | -0.04% | — | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.42% | +0.01% | — | |
| 24 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.41% | — | +28.41% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.40% | -0.07% | -1.67% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | +0.53% | -14.63% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.38% | +0.06% | -14.25% | |
| 28 | BLKCHF | Blackrock Inc | 股票-其他 | 0.37% | — | +44.66% | |
| 29 | PGR | Progressive CORP | 股票-金融 | 0.36% | -0.01% | -11.11% | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.36% | -0.09% | +2.52% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | -0.15% | +228.42% | |
| 32 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.34% | +0.02% | +75.90% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.34% | +0.23% | NEW | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | -0.02% | -1.16% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.33% | -0.14% | -1.77% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.33% | -0.11% | — | |
| 37 | INTU | Intuit Inc | 股票-科技 | 0.32% | -0.08% | +3.31% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.32% | -0.04% | +6.35% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.32% | +0.14% | +10.53% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.31% | -0.14% | +6.25% | |
| 41 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.31% | +0.02% | — | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.31% | -0.17% | +20.66% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.31% | -0.08% | -3.41% | |
| 44 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.30% | — | — | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.29% | -0.04% | +19.83% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.29% | -0.02% | — | |
| 47 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.28% | — | +78.00% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.27% | -0.04% | -18.59% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.26% | -0.04% | +3.41% | |
| 50 | NOW | Servicenow Inc | 股票-科技 | 0.24% | -0.06% | +15.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +5.91% | 加碼 |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +1% | NEW | 新建倉 |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +12.18% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.2% | +4.15% | 加碼 |
| 5 | MRSH | Marsh & Mclennan Cos | +0.1% | +75.90% | 加碼 |
| 6 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +14.97% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.1% | — | 不變 |
| 8 | PXDEUR | Pioneer Natural Resources Co | +0.1% | +78.00% | 加碼 |
| 9 | ISRG | Intuitive Surgical Inc | +0.1% | +152.94% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.1% | +4.59% | 加碼 |
| 11 | MA | Mastercard Inc - A | +0.1% | +15.72% | 加碼 |
| 12 | V | Visa Inc-class A Shares | +0.1% | +18.41% | 加碼 |
| 13 | BLKCHF | Blackrock Inc | +0.1% | +44.66% | 加碼 |
| 14 | EMR | Emerson Electric Co | +0.1% | +99.19% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.1% | +5.88% | 加碼 |
| 16 | MRK | Merck & Co. Inc. | +0.1% | +11.45% | 加碼 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | 新建倉 |
| 18 | IYR | Ishares US Real Estate ETF | +0.1% | +27.17% | 加碼 |
| 19 | EWT | Ishares Msci Taiwan ETF | +0.1% | +28.41% | 加碼 |
| 20 | CL | Colgate-palmolive Co | +0.1% | +38.41% | 加碼 |
| 21 | EL | Estee Lauder Companies-cl A | +0.1% | +937.50% | 加碼 |
| 22 | BRO | Brown & Brown Inc | +0.1% | NEW | 新建倉 |
| 23 | SBUX | Starbucks CORP | +0.1% | +57.23% | 加碼 |
| 24 | AJG | Arthur J Gallagher & Co | +0.1% | +84.80% | 加碼 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建倉 |
| 26 | CPAY | Corpay Inc | +0.1% | NEW | 新建倉 |
| 27 | HD | Home Depot Inc | +0.1% | +12.10% | 加碼 |
| 28 | DIS | Walt Disney Co/the | +0.1% | -1.16% | 減碼 |
| 29 | NFLX | Netflix Inc | +0.1% | +6.25% | 加碼 |
| 30 | MNST | Monster Beverage CORP | +0.1% | +50.44% | 加碼 |
| 31 | JPM | Jpmorgan Chase & Co | 0% | — | 不變 |
| 32 | WMT | Walmart Inc | 0% | +228.42% | 加碼 |
| 33 | UNH | Unitedhealth Group Inc | 0% | +24.08% | 加碼 |
| 34 | PEP | Pepsico Inc | 0% | +20.66% | 加碼 |
| 35 | ABT | Abbott Laboratories | 0% | +19.83% | 加碼 |
| 36 | ABBV | Abbvie Inc | 0% | — | 不變 |
| 37 | BAC | Bank Of America CORP | 0% | +6.35% | 加碼 |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | +2.60% | 加碼 |
| 39 | STT | State Street CORP | -0.1% | EXIT | 清倉 |
| 40 | BF-B | Brown-forman Corp-class B | -0.1% | -49.54% | 減碼 |
| 41 | USB | US Bancorp | -0.1% | EXIT | 清倉 |
| 42 | SCHW | Schwab (charles) CORP | -0.1% | -43.47% | 減碼 |
| 43 | NKE | Nike Inc -cl B | -0.1% | -15.23% | 減碼 |
| 44 | ADBE | Adobe Inc | -0.1% | +2.52% | 加碼 |
| 45 | EZA | Ishares Msci South Africa Et | -0.1% | EXIT | 清倉 |
| 46 | EEM | Ishares Msci Emerging Market | -0.2% | -64.92% | 減碼 |
| 47 | TSLA | Tesla Inc | -0.4% | — | 不變 |
| 48 | USCL | Ishares Climate Conscious | -0.5% | -1.00% | 減碼 |
| 49 | AAPL | Apple Inc | -0.5% | -6.25% | 減碼 |
| 50 | USCA | Xtrack Msci USA Clim Act Eq | -0.6% | -1.36% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ilmarinen Mutual Pension Insurance Co 在 Q1 2024 季度的美股持倉總市值約為 US$148.1億，共申報了 266 個公開持股部位。
在 Q1 2024 季度，Ilmarinen Mutual Pension Insurance Co 按市值排列的前三大核心持股分別為：USCL (24.0%)、USCA (23.9%)、SJNK (4.7%)。其中最大持股部位 USCL 佔據整體投資組合約 24.0% 的權重。
在 Q1 2024 季度中，Ilmarinen Mutual Pension Insurance Co 共進行了 46 項持倉異動，包含新建倉 5 個部位、加碼 30 個部位、減碼 8 個部位以及清倉 3 個部位。 其中最大新建倉標的為 HYG。 本季清倉部位包含 EZA。
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。