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
361 檔
15.5%
在 Q4 2024 的 13F 官方備案中，Investment Management Corp of Ontario 管理的美股投資組合規模來到 US$79.0億，整體持股檔數為 361 檔。
數據顯示 Investment Management Corp of Ontario 於 Q4 2024 季度持續回收資金，對 36 個既有部位進行裁減並清倉 123 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Investment Management Corp of Ontario 的前 5 大核心持股（包含 AAPL, NVDA, AMZN 等）合計佔整體申報市值的 15.5%，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
BLK
市值: US$719.0萬
本季最大獲利了結 / 清倉標的
IVV
前期市值: US$2.6億
僅顯示前 200 大持股（共 361 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 | 13.77% | -0.10% | -1.19% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.53% | -0.31% | -0.35% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.64% | -0.04% | +6.81% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 5.88% | -0.39% | -22.50% | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 4.73% | -0.35% | +5.91% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.88% | -0.36% | +9.24% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | -0.27% | -9.61% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.82% | -0.19% | +46.57% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.81% | +0.12% | +121.87% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.19% | +0.02% | +22.41% | |
| 11 | WM | Waste Management Inc | 股票-工業 | 1.73% | -0.04% | -10.19% | |
| 12 | ADI | Analog Devices Inc | 股票-科技 | 1.61% | +0.02% | +3.61% | |
| 13 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.20% | -0.03% | -1.83% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | +0.06% | -15.31% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.00% | -0.06% | -21.33% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | +0.05% | +39.40% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.97% | — | -22.47% | |
| 18 | SBAC | Sba Communications CORP | 股票-房地產 | 0.93% | — | -17.29% | |
| 19 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.86% | -0.03% | +1.25% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 0.82% | -0.13% | -36.71% | |
| 21 | MSCI | Msci Inc | 股票-金融 | 0.79% | — | -1.00% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.76% | +0.07% | +49.25% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.18% | -24.21% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.69% | — | +329.78% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.63% | -0.05% | -0.43% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 0.58% | +0.01% | -18.98% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | +0.03% | +58.79% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.10% | +6.37% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.03% | +50.58% | |
| 30 | ABX | Barrick Gold CORP | 股票-金融 | 0.43% | — | -0.61% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.42% | -0.01% | +76.16% | |
| 32 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.42% | -0.07% | -54.15% | |
| 33 | LIN | Linde plc | 股票-原物料 | 0.41% | -0.05% | +0.87% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.40% | -0.04% | +64.94% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.40% | -0.08% | +5.17% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.40% | +0.13% | -28.47% | |
| 37 | BMO | Bank Of Montreal | 股票-金融 | 0.39% | +0.10% | -2.24% | |
| 38 | ENB | Enbridge Inc | 股票-能源 | 0.39% | +0.03% | -3.97% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.39% | -0.08% | +25.06% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.15% | +44.60% | |
| 41 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.37% | -0.05% | +48.59% | |
| 42 | T | At&t Inc | 股票-通訊服務 | 0.36% | -0.22% | -40.60% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.36% | -0.03% | +22.09% | |
| 44 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.35% | — | +157.22% | |
| 45 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.34% | +0.07% | -1.98% | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.33% | +0.33% | -27.27% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.33% | +0.80% | +53.47% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.32% | +0.17% | +87.37% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事業 | 0.28% | -0.02% | +212.75% | |
| 50 | D | Dominion Energy Inc | 股票-公用事業 | 0.26% | -0.19% | +434.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +5% | -1.19% | 減碼 |
| 2 | NVDA | Nvidia CORP | +3.7% | -0.35% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +3.1% | +6.81% | 加碼 |
| 4 | TSLA | Tesla Inc | +2.8% | +5.91% | 加碼 |
| 5 | AVGO | Broadcom Inc | +2.2% | +121.87% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +1.7% | +46.57% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +1.1% | +9.24% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +1.1% | +22.41% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +1% | -9.61% | 減碼 |
| 10 | BKLN | Invesco Senior Loan ETF | +0.8% | -22.50% | 減碼 |
| 11 | SHOP | Shopify Inc - Class A | +0.6% | -1.83% | 減碼 |
| 12 | NEE | Nextera Energy Inc | +0.6% | +329.78% | 加碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +39.40% | 加碼 |
| 14 | ADI | Analog Devices Inc | +0.5% | +3.61% | 加碼 |
| 15 | WM | Waste Management Inc | +0.4% | -10.19% | 減碼 |
| 16 | UNH | Unitedhealth Group Inc | +0.4% | +49.25% | 加碼 |
| 17 | BAC | Bank Of America CORP | +0.3% | +58.79% | 加碼 |
| 18 | AXP | American Express Co | +0.3% | +76.16% | 加碼 |
| 19 | UTHR | United Therapeutics CORP | +0.3% | +157.22% | 加碼 |
| 20 | ORCL | Oracle CORP | +0.3% | +50.58% | 加碼 |
| 21 | CRM | Salesforce Inc | +0.3% | +6.37% | 加碼 |
| 22 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 23 | ACN | Accenture plc | +0.2% | +64.94% | 加碼 |
| 24 | D | Dominion Energy Inc | +0.2% | +434.52% | 加碼 |
| 25 | CSCO | Cisco Systems Inc | +0.2% | +44.60% | 加碼 |
| 26 | DUK | Duke Energy CORP | +0.2% | +212.75% | 加碼 |
| 27 | ISRG | Intuitive Surgical Inc | +0.2% | +48.59% | 加碼 |
| 28 | NOW | Servicenow Inc | +0.2% | +25.06% | 加碼 |
| 29 | PLTR | Palantir Technologies Inc-a | +0.2% | +53.79% | 加碼 |
| 30 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 31 | AEP | American Electric Power | +0.2% | +337.36% | 加碼 |
| 32 | CMCSA | Comcast Corp-class A | +0.2% | +87.37% | 加碼 |
| 33 | MA | Mastercard Inc - A | +0.2% | -22.47% | 減碼 |
| 34 | COST | Costco Wholesale CORP | +0.2% | -21.33% | 減碼 |
| 35 | XEL | Xcel Energy Inc | +0.2% | +380.00% | 加碼 |
| 36 | CEG | Constellation Energy | +0.2% | +197.35% | 加碼 |
| 37 | WEC | Wec Energy Group Inc | +0.2% | +462.80% | 加碼 |
| 38 | EXC | Exelon CORP | +0.2% | +327.65% | 加碼 |
| 39 | MMM | 3m Co | +0.2% | +135.41% | 加碼 |
| 40 | ABBV | Abbvie Inc | +0.2% | -0.43% | 減碼 |
| 41 | PPL | Ppl CORP | +0.1% | +524.05% | 加碼 |
| 42 | BX | Blackstone Inc | +0.1% | +60.66% | 加碼 |
| 43 | NFLX | Netflix Inc | +0.1% | -36.71% | 減碼 |
| 44 | VST | Vistra CORP | +0.1% | +34.23% | 加碼 |
| 45 | GS | Goldman Sachs Group Inc | +0.1% | +21.34% | 加碼 |
| 46 | EVRG | Evergy Inc | +0.1% | +761.81% | 加碼 |
| 47 | APP | Applovin Corp-class A | +0.1% | +5.61% | 加碼 |
| 48 | PNW | Pinnacle West Capital | +0.1% | NEW | 新建倉 |
| 49 | CBRE | Cbre Group Inc - A | +0.1% | +206.04% | 加碼 |
| 50 | DASH | Doordash Inc - A | +0.1% | +93.45% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Investment Management Corp of Ontario 在 Q4 2024 季度的美股持倉總市值約為 US$79.0億，共申報了 361 個公開持股部位。
在 Q4 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 (13.8%)、NVDA (9.5%)、AMZN (6.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 13.8% 的權重。
在 Q4 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 38 個部位、減碼 36 個部位以及清倉 123 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 IVV。
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。