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: 0001811568
申報總市值
US$79.0億
US$79.0億
672 檔
17.5%
Q3 2024 季度申報顯示，Investment Management Corp of Ontario 揭露的美股組合總市值為 US$79.0億，涵蓋 672 個不同之權益投資部位。
觀察 Q3 2024 的申報異動，Investment Management Corp of Ontario 採取了強勁的買進策略，建倉與加碼動作（合計 151 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, IVV, NVDA）占據了總市值的 17.5%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 672 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 | 8.76% | -0.10% | +9.40% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.88% | -0.03% | +51.15% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.85% | -0.31% | +29.38% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.24% | -0.70% | +22.24% | |
| 5 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 5.11% | -0.39% | +0.94% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.57% | -0.04% | +10.19% | |
| 7 | HEI-A | Heico Corp-class A | 股票-其他 | 1.97% | +0.05% | -6.30% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 1.96% | -0.35% | +13.91% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | -0.27% | -27.16% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.74% | -0.36% | +15.43% | |
| 11 | WM | Waste Management Inc | 股票-工業 | 1.34% | -0.04% | -12.35% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | -0.19% | +30.59% | |
| 13 | ADI | Analog Devices Inc | 股票-科技 | 1.14% | +0.02% | -28.78% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.06% | +0.02% | +22.84% | |
| 15 | EFX | Equifax Inc | 股票-工業 | 0.98% | -0.05% | +0.88% | |
| 16 | SBAC | Sba Communications CORP | 股票-房地產 | 0.90% | — | -40.92% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.06% | +48.49% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.06% | +33.83% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.79% | — | +54.43% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | +0.07% | +12.95% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | -0.18% | +41.28% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.69% | -0.13% | +358.25% | |
| 23 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.65% | — | +8.38% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.65% | -0.03% | +95.87% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.64% | +0.12% | +1375.65% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | -0.05% | -0.71% | |
| 27 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.62% | -0.03% | -1.27% | |
| 28 | MSI | Motorola Solutions Inc | 股票-科技 | 0.61% | +0.01% | -9.59% | |
| 29 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.59% | +0.05% | +2948.23% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | +0.22% | +55.13% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.56% | +0.01% | +10.89% | |
| 32 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.56% | -0.03% | +10.01% | |
| 33 | WAT | Waters CORP | 股票-醫療保健 | 0.54% | +0.06% | +1.06% | |
| 34 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.52% | -0.07% | +3.13% | |
| 35 | MSCI | Msci Inc | 股票-金融 | 0.52% | — | +2.03% | |
| 36 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.52% | — | -21.63% | |
| 37 | C | Citigroup Inc | 股票-金融 | 0.50% | +0.06% | -33.17% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | +0.05% | -41.44% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.48% | -0.05% | +38.24% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | -0.04% | +26.94% | |
| 41 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | +0.13% | +76.98% | |
| 42 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.42% | -0.04% | +403.30% | |
| 43 | RY | Royal Bank Of Canada | 股票-金融 | 0.42% | +0.15% | -2.89% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.40% | +0.06% | -11.33% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.40% | +0.07% | +48.01% | |
| 46 | T | At&t Inc | 股票-通訊服務 | 0.39% | -0.22% | -25.43% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.38% | +0.33% | -4.59% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.37% | +0.23% | -1.14% | |
| 49 | ABX | Barrick Gold CORP | 股票-金融 | 0.37% | — | -8.63% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.34% | -0.15% | +34.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.4% | +51.15% | 加碼 |
| 2 | HWM | Howmet Aerospace Inc | +0.6% | +2948.23% | 加碼 |
| 3 | NFLX | Netflix Inc | +0.5% | +358.25% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.4% | +13.91% | 加碼 |
| 5 | CL | Colgate-palmolive Co | +0.3% | +403.30% | 加碼 |
| 6 | KO | Coca-cola Co/the | +0.3% | +95.87% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.3% | +29.38% | 加碼 |
| 8 | MA | Mastercard Inc - A | +0.2% | +54.43% | 加碼 |
| 9 | UBER | Uber Technologies Inc | +0.2% | +210.64% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.2% | +48.49% | 加碼 |
| 11 | LIN | Linde plc | +0.2% | +175.16% | 加碼 |
| 12 | EBAY | Ebay Inc | +0.2% | +1061.65% | 加碼 |
| 13 | QCOM | Qualcomm Inc | +0.2% | +204.58% | 加碼 |
| 14 | MCK | Mckesson CORP | +0.2% | +534.55% | 加碼 |
| 15 | WTW | Willis Towers Watson Public Limited Company | +0.2% | +1093.24% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.2% | +1375.65% | 加碼 |
| 17 | TMUS | T-mobile US Inc | +0.1% | +261.77% | 加碼 |
| 18 | EA | Electronic Arts Inc | +0.1% | +773.90% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +15.43% | 加碼 |
| 20 | RTX | Rtx CORP | +0.1% | +95.87% | 加碼 |
| 21 | LLY | Eli Lilly & Co | +0.1% | +55.13% | 加碼 |
| 22 | ABBV | Abbvie Inc | +0.1% | +38.24% | 加碼 |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | +48.01% | 加碼 |
| 24 | BNY | Bank Of New York Mellon CORP | +0.1% | +61.33% | 加碼 |
| 25 | TJX | Tjx Companies Inc | +0.1% | +201.92% | 加碼 |
| 26 | FIS | Fidelity National Info Serv | +0.1% | +540.69% | 加碼 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +33.83% | 加碼 |
| 28 | XOM | Exxon Mobil CORP | +0.1% | +41.28% | 加碼 |
| 29 | MRK | Merck & Co. Inc. | +0.1% | +76.98% | 加碼 |
| 30 | ZTS | Zoetis Inc | +0.1% | +176.91% | 加碼 |
| 31 | EME | Emcor Group Inc | +0.1% | +1124.10% | 加碼 |
| 32 | WMT | Walmart Inc | +0.1% | +34.52% | 加碼 |
| 33 | GILD | Gilead Sciences Inc | +0.1% | +43.08% | 加碼 |
| 34 | NOW | Servicenow Inc | +0.1% | +91.05% | 加碼 |
| 35 | ORCL | Oracle CORP | +0.1% | +49.53% | 加碼 |
| 36 | GDDY | Godaddy Inc - Class A | +0.1% | +177.53% | 加碼 |
| 37 | GEV | GE Vernova Inc | +0.1% | +188.72% | 加碼 |
| 38 | AMT | American Tower CORP | +0.1% | +120.91% | 加碼 |
| 39 | MCD | Mcdonald's CORP | +0.1% | +49.37% | 加碼 |
| 40 | NTAP | Netapp Inc | +0.1% | +85.84% | 加碼 |
| 41 | MELI | Mercadolibre Inc | +0.1% | +36.22% | 加碼 |
| 42 | PM | Philip Morris International | +0.1% | +49.11% | 加碼 |
| 43 | CNC | Centene CORP | +0.1% | +273.49% | 加碼 |
| 44 | MANH | Manhattan Associates Inc | +0.1% | +621.91% | 加碼 |
| 45 | VRT | Vertiv Holdings Co-a | +0.1% | +145.86% | 加碼 |
| 46 | WIX | Wix.com Ltd. | +0.1% | NEW | 新建倉 |
| 47 | VLTO | Veralto CORP | +0.1% | +306.05% | 加碼 |
| 48 | PG | Procter & Gamble Co/the | 0% | +26.94% | 加碼 |
| 49 | CRM | Salesforce Inc | 0% | +30.51% | 加碼 |
| 50 | LOW | Lowe's Cos Inc | 0% | +20.20% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Investment Management Corp of Ontario 在 Q3 2024 季度的美股持倉總市值約為 US$79.0億，共申報了 672 個公開持股部位。
在 Q3 2024 季度，Investment Management Corp of Ontario 按市值排列的前三大核心持股分別為：AAPL (8.8%)、IVV (5.9%)、NVDA (5.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.8% 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
WIX
市值: US$214.7萬
本季最大獲利了結 / 清倉標的
FERG
前期市值: US$676.6萬
在 Q3 2024 季度中，Investment Management Corp of Ontario 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 148 個部位、減碼 46 個部位以及清倉 3 個部位。 其中最大新建倉標的為 WIX。 本季清倉部位包含 FERG。
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。