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: 0001492040
申報總市值
US$3.3億
US$3.3億
101 檔
27.8%
截至 Q3 2024 季度末，JCIC Asset Management Inc. 的美股持倉估值約為 US$3.3億，全數申報部位共有 101 檔。
在 Q3 2024，JCIC Asset Management Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 33 個既有持股進行加碼（合計增持 37 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, GOOG）占據了總市值的 27.8%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 10.66% | — | +0.60% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.56% | — | +0.52% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 7.34% | — | +1.24% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.02% | — | +0.63% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.70% | — | +0.74% | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 5.62% | — | +0.62% | |
| 7 | RY | Royal Bank Of Canada | 股票-金融 | 4.27% | — | +4.26% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.56% | — | +2.36% | |
| 9 | ENB | Enbridge Inc | 股票-能源 | 3.30% | — | +2.67% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.98% | — | +0.95% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.73% | — | +1.29% | |
| 12 | VLO | Valero Energy CORP | 股票-能源 | 2.66% | — | +0.81% | |
| 13 | WCN | Waste Connections Inc | 股票-工業 | 2.59% | — | +3.48% | |
| 14 | SLF | Sun Life Financial Inc | 股票-金融 | 2.53% | — | +4.31% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 2.43% | — | +0.72% | |
| 16 | CP | Canadian Pacific Kansas City | 股票-工業 | 2.35% | — | +4.77% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.14% | — | +0.80% | |
| 18 | CCJ | Cameco CORP | 股票-能源 | 2.11% | — | +3.15% | |
| 19 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.82% | — | +3.49% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.78% | — | +0.59% | |
| 21 | CSX | Csx CORP | 股票-工業 | 1.68% | — | -0.08% | |
| 22 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.61% | — | +2.54% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.53% | — | +1.01% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 1.48% | — | +1.27% | |
| 25 | UL | Unilever PLC | 股票-非循環性消費 | 1.36% | — | — | |
| 26 | CNQ | Canadian Natural Resources | 股票-能源 | 1.32% | — | +3.85% | |
| 27 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工業 | 1.29% | — | +0.47% | |
| 28 | LIN | Linde plc | 股票-原物料 | 1.24% | — | +0.88% | |
| 29 | SHEL | Shell Plc-adr | 股票-能源 | 1.23% | — | +0.51% | |
| 30 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.21% | — | +0.43% | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 1.12% | — | +6188.46% | |
| 32 | STLA | Stellantis N.V. | 股票-循環性消費 | 1.04% | — | +0.26% | |
| 33 | OVV | Ovintiv Inc | 股票-能源 | 0.67% | — | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | — | — | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | — | -7.95% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.16% | — | — | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 0.13% | — | +9.80% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.13% | — | +8.90% | |
| 39 | TD | Toronto-dominion Bank | 股票-金融 | 0.11% | — | -4.39% | |
| 40 | FTS | Fortis Inc | 股票-公用事業 | 0.09% | — | — | |
| 41 | MSCI | Msci Inc | 股票-金融 | 0.09% | — | +22.03% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.08% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.07% | — | — | |
| 44 | TU | Telus CORP | 股票-其他 | 0.07% | — | -4.56% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.07% | — | — | |
| 46 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.07% | — | — | |
| 47 | MFC | Manulife Financial CORP | 股票-金融 | 0.07% | — | — | |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 0.06% | — | — | |
| 49 | T | At&t Inc | 股票-通訊服務 | 0.06% | — | — | |
| 50 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.06% | — | +14.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UL | Unilever PLC | +1.4% | NEW | 新建倉 |
| 2 | ASML | ASML Holding N.V. | +1.1% | +6188.46% | 加碼 |
| 3 | AAPL | Apple Inc | +1.1% | +0.60% | 加碼 |
| 4 | RY | Royal Bank Of Canada | +0.8% | +4.26% | 加碼 |
| 5 | ENB | Enbridge Inc | +0.5% | +2.67% | 加碼 |
| 6 | SLF | Sun Life Financial Inc | +0.5% | +4.31% | 加碼 |
| 7 | UNH | Unitedhealth Group Inc | +0.4% | +1.29% | 加碼 |
| 8 | HD | Home Depot Inc | +0.4% | +0.72% | 加碼 |
| 9 | IWM | Ishares Russell 2000 ETF | +0.4% | +2.36% | 加碼 |
| 10 | BAM | Brookfield Asset Mgmt-a | +0.3% | +2.54% | 加碼 |
| 11 | CP | Canadian Pacific Kansas City | +0.3% | +4.77% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.3% | +0.74% | 加碼 |
| 13 | WMT | Walmart Inc | +0.3% | +1.27% | 加碼 |
| 14 | VGSH | Vanguard Short-term Treasury | +0.2% | NEW | 新建倉 |
| 15 | V | Visa Inc-class A Shares | +0.2% | +0.95% | 加碼 |
| 16 | SONY | Sony Group CORP - Sp Adr | +0.1% | +0.43% | 加碼 |
| 17 | WCN | Waste Connections Inc | +0.1% | +3.48% | 加碼 |
| 18 | LIN | Linde plc | +0.1% | +0.88% | 加碼 |
| 19 | AMD | Advanced Micro Devices | +0.1% | +0.62% | 加碼 |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | 新建倉 |
| 21 | TRI4EUR | Thomson Reuters CORP | +0.1% | +3.49% | 加碼 |
| 22 | INSM | Insmed Inc | +0.1% | NEW | 新建倉 |
| 23 | CSX | Csx CORP | 0% | -0.08% | 減碼 |
| 24 | MSCI | Msci Inc | 0% | +22.03% | 加碼 |
| 25 | NFLX | Netflix Inc | 0% | +9.80% | 加碼 |
| 26 | BIP | Brookfield Infrastructure Partners L.P. | 0% | — | 不變 |
| 27 | FTS | Fortis Inc | 0% | — | 不變 |
| 28 | TRP | Tc Energy CORP | 0% | — | 不變 |
| 29 | TD | Toronto-dominion Bank | 0% | -4.39% | 減碼 |
| 30 | BAC | Bank Of America CORP | 0% | +8.90% | 加碼 |
| 31 | ALGN | Align Technology Inc | 0% | +14.03% | 加碼 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | — | +0.80% | 加碼 |
| 33 | BNS | Bank Of Nova Scotia | 0% | EXIT | 清倉 |
| 34 | LLY | Eli Lilly & Co | 0% | +1.01% | 加碼 |
| 35 | NVDA | Nvidia CORP | 0% | -7.95% | 減碼 |
| 36 | RYAAY | Ryanair Holdings Plc-sp Adr | 0% | +0.47% | 加碼 |
| 37 | CNQ | Canadian Natural Resources | -0.1% | +3.85% | 加碼 |
| 38 | SHEL | Shell Plc-adr | -0.1% | +0.51% | 加碼 |
| 39 | OVV | Ovintiv Inc | -0.2% | — | 不變 |
| 40 | AMZN | Amazon.com Inc | -0.2% | +0.63% | 加碼 |
| 41 | BMO | Bank Of Montreal | -0.2% | EXIT | 清倉 |
| 42 | MSFT | Microsoft CORP | -0.3% | +0.52% | 加碼 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | +0.59% | 加碼 |
| 44 | VLO | Valero Energy CORP | -0.4% | +0.81% | 加碼 |
| 45 | STLA | Stellantis N.V. | -0.4% | +0.26% | 加碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.6% | +1.24% | 加碼 |
| 47 | DIS | Walt Disney Co/the | -0.9% | EXIT | 清倉 |
| 48 | FSV | Firstservice CORP | -1.3% | EXIT | 清倉 |
| 49 | GIB | Cgi Inc | -1.3% | EXIT | 清倉 |
| 50 | AEM | Agnico Eagle Mines LTD | -2.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，JCIC Asset Management Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$3.3億，共申報了 101 個公開持股部位。
在 Q3 2024 季度，JCIC Asset Management Inc. 按市值排列的前三大核心持股分別為：AAPL (10.7%)、MSFT (7.6%)、GOOG (7.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.7% 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
UL
市值: US$332.7萬
本季最大獲利了結 / 清倉標的
AEM
前期市值: US$508.1萬
在 Q3 2024 季度中，JCIC Asset Management Inc. 共進行了 46 項持倉異動，包含新建倉 4 個部位、加碼 33 個部位、減碼 3 個部位以及清倉 6 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 AEM。
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。