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
293 檔
40.4%
在 Q4 2024 的 13F 官方備案中，Ilmarinen Mutual Pension Insurance Co 管理的美股投資組合規模來到 US$148.1億，整體持股檔數為 293 檔。
Q4 2024 數據顯示 Ilmarinen Mutual Pension Insurance Co 積極進場，新開立 41 個部位並同步加碼 125 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 USCL, USCA, SPHY）累計市值佔比達 40.4%，是驅動 Ilmarinen Mutual Pension Insurance Co 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
SPHY
市值: US$6.6億
本季最大獲利了結 / 清倉標的
AVGO
前期市值: US$8193.8萬
僅顯示前 200 大持股（共 293 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 | 19.28% | +0.87% | -1.73% | |
| 2 | USCA | Xtrack Msci USA Clim Act Eq | ETF-其他 | 19.22% | +0.83% | -1.80% | |
| 3 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 5.65% | -0.43% | — | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 4.38% | -0.55% | — | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.78% | +0.17% | +34.20% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | -0.31% | +53.63% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.64% | -0.08% | +4.56% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.64% | -0.10% | +27.21% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.63% | +0.31% | +50.70% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.76% | -0.11% | +37.04% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.45% | -0.07% | +35.48% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.18% | — | -71.79% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.01% | +36.85% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | +0.04% | +52.16% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.81% | +0.12% | +40.92% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.77% | -0.06% | +42.78% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.76% | +0.15% | +41.78% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.70% | +0.08% | +31.48% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.30% | +34.90% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 0.51% | -0.15% | +32.90% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.04% | +35.68% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.50% | -0.12% | — | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.49% | -0.14% | +28.00% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | -0.04% | +41.73% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.43% | -0.11% | +50.00% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.42% | +0.01% | +29.67% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | +0.06% | +107.14% | |
| 28 | LIN | Linde plc | 股票-原物料 | 0.41% | +0.01% | — | |
| 29 | BLK | Blackrock Inc | 股票-金融 | 0.41% | -0.09% | — | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.38% | -0.14% | +26.32% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 0.38% | -0.01% | +24.32% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.38% | -0.04% | +39.25% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.37% | +0.23% | NEW | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | -0.04% | +61.90% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.36% | -0.07% | +34.92% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.34% | -0.03% | +33.44% | |
| 37 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.33% | +0.02% | +34.04% | |
| 38 | INTU | Intuit Inc | 股票-科技 | 0.33% | -0.08% | +43.20% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.32% | -0.06% | +26.99% | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.30% | -0.09% | +29.29% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.29% | -0.12% | — | |
| 42 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.28% | -0.02% | +33.40% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.28% | +0.53% | +22.22% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.28% | -0.02% | +84.12% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.28% | +0.14% | +37.50% | |
| 46 | ETN | Eaton Corporation plc | 股票-工業 | 0.27% | — | — | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.26% | -0.02% | +28.25% | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.26% | +0.03% | +26.53% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.26% | -0.04% | +25.06% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.26% | -0.17% | +33.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | +5.7% | NEW | 新建倉 |
| 2 | USHY | Ishares Broad Usd High Yield | +4.4% | NEW | 新建倉 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +50.70% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.6% | +35.48% | 加碼 |
| 5 | COST | Costco Wholesale CORP | +0.5% | NEW | 新建倉 |
| 6 | MSFT | Microsoft CORP | +0.4% | +53.63% | 加碼 |
| 7 | LIN | Linde plc | +0.4% | NEW | 新建倉 |
| 8 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 9 | AMZN | Amazon.com Inc | +0.4% | +27.21% | 加碼 |
| 10 | AAPL | Apple Inc | +0.3% | +34.20% | 加碼 |
| 11 | ACN | Accenture plc | +0.3% | NEW | 新建倉 |
| 12 | ETN | Eaton Corporation plc | +0.3% | NEW | 新建倉 |
| 13 | V | Visa Inc-class A Shares | +0.2% | +52.16% | 加碼 |
| 14 | CB | Chubb Limited | +0.2% | NEW | 新建倉 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +36.85% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +37.04% | 加碼 |
| 17 | PG | Procter & Gamble Co/the | +0.2% | +107.14% | 加碼 |
| 18 | KO | The Coca-Cola Company | +0.2% | NEW | 新建倉 |
| 19 | COP | Conocophillips | +0.2% | NEW | 新建倉 |
| 20 | C | Citigroup Inc | +0.1% | NEW | 新建倉 |
| 21 | MA | Mastercard Inc - A | +0.1% | +42.78% | 加碼 |
| 22 | CRM | Salesforce Inc | +0.1% | +50.00% | 加碼 |
| 23 | T | At&t Inc | +0.1% | +167.78% | 加碼 |
| 24 | WFC | Wells Fargo & Co | +0.1% | +84.12% | 加碼 |
| 25 | CRH | CRH plc | +0.1% | NEW | 新建倉 |
| 26 | BAC | Bank Of America CORP | +0.1% | +61.90% | 加碼 |
| 27 | NFLX | Netflix Inc | +0.1% | +28.00% | 加碼 |
| 28 | FLUT | Flutter Entertainment plc | +0.1% | NEW | 新建倉 |
| 29 | BDX | Becton Dickinson And Co | +0.1% | NEW | 新建倉 |
| 30 | ADP | Automatic Data Processing | +0.1% | +149.06% | 加碼 |
| 31 | TT | Trane Technologies plc | +0.1% | NEW | 新建倉 |
| 32 | CARR | Carrier Global CORP | +0.1% | NEW | 新建倉 |
| 33 | AON | Aon plc | +0.1% | NEW | 新建倉 |
| 34 | XYZ | Block Inc | +0.1% | NEW | 新建倉 |
| 35 | WMT | Walmart Inc | +0.1% | +32.90% | 加碼 |
| 36 | BMY | Bristol-myers Squibb Co | +0.1% | +106.74% | 加碼 |
| 37 | CDW | Cdw Corp/de | +0.1% | NEW | 新建倉 |
| 38 | JNJ | Johnson & Johnson | +0.1% | NEW | 新建倉 |
| 39 | IR | Ingersoll-rand Inc | +0.1% | NEW | 新建倉 |
| 40 | MRVL | Marvell Technology Inc | +0.1% | +66.67% | 加碼 |
| 41 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 42 | MNDY | monday.com Ltd. | +0.1% | NEW | 新建倉 |
| 43 | MCHP | Microchip Technology Inc | +0.1% | NEW | 新建倉 |
| 44 | ROST | Ross Stores Inc | +0.1% | +311.50% | 加碼 |
| 45 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建倉 |
| 46 | NOW | Servicenow Inc | +0.1% | +26.99% | 加碼 |
| 47 | CSCO | Cisco Systems Inc | +0.1% | +37.50% | 加碼 |
| 48 | MS | Morgan Stanley | +0.1% | +26.53% | 加碼 |
| 49 | GS | Goldman Sachs Group Inc | +0.1% | +48.19% | 加碼 |
| 50 | AJG | Arthur J Gallagher & Co | +0.1% | +64.72% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ilmarinen Mutual Pension Insurance Co 在 Q4 2024 季度的美股持倉總市值約為 US$148.1億，共申報了 293 個公開持股部位。
在 Q4 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 (19.3%)、USCA (19.2%)、SPHY (5.7%)。其中最大持股部位 USCL 佔據整體投資組合約 19.3% 的權重。
在 Q4 2024 季度中，Ilmarinen Mutual Pension Insurance Co 共進行了 198 項持倉異動，包含新建倉 41 個部位、加碼 125 個部位、減碼 11 個部位以及清倉 21 個部位。 其中最大新建倉標的為 SPHY。 本季清倉部位包含 AVGO。
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。