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: 0000869589
申報總市值
US$236.7億
US$236.7億
762 檔
15.6%
Q1 2024 季度申報顯示，Nissay Asset Management CORP /japan 揭露的美股組合總市值為 US$236.7億，涵蓋 762 個不同之權益投資部位。
在 Q1 2024，Nissay Asset Management CORP /japan 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 23 個既有持股進行加碼（合計增持 27 檔），相較減碼與清倉部位顯著佔優。
整體而言，Nissay Asset Management CORP /japan 的前 5 大持股（包含 VTI, XLV, MSFT）貢獻了組合市值的 15.6%，形成該機構在 Q1 2024 季度的基本面基石。
僅顯示前 200 大持股（共 762 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.10% | -0.50% | +8.75% | |
| 2 | XLV | Ss Health Care Select Sector | ETF-其他 | 5.88% | -1.60% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | -0.70% | +6.66% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.22% | — | -1.64% | |
| 5 | KOKU | Xtrackers Msci Kokusai Eqty | ETF-其他 | 3.93% | -0.40% | -0.60% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.25% | +0.56% | — | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.01% | -0.56% | +15.92% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.89% | -0.41% | -2.28% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.31% | +0.09% | +32.55% | |
| 10 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 2.30% | — | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.29% | -0.09% | — | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.15% | -0.36% | +1.57% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.57% | +0.09% | +96.12% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.51% | +0.62% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.30% | -0.15% | +59.98% | |
| 16 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股與成長 | 1.28% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.25% | -0.37% | +20.20% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.20% | +0.04% | -1.70% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.18% | +0.03% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | +0.08% | +35.31% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | — | +5.08% | |
| 22 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.62% | -18.32% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.74% | +0.07% | — | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.74% | +0.04% | -9.36% | |
| 25 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.72% | -0.06% | -5.56% | |
| 26 | BLD | Topbuild CORP | 股票-工業 | 0.72% | -0.06% | EXIT | |
| 27 | RSG | Republic Services Inc | 股票-工業 | 0.66% | -0.15% | +937.99% | |
| 28 | NOW | Servicenow Inc | 股票-科技 | 0.65% | -0.01% | +27.74% | |
| 29 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.63% | -0.01% | +38.38% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | -0.09% | -1.50% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 0.57% | -0.20% | -24.38% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.55% | +0.83% | +77.88% | |
| 33 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.55% | -0.06% | -16.64% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.54% | -0.12% | +21.63% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | -0.17% | -0.02% | |
| 36 | LIN | Linde plc | 股票-原物料 | 0.51% | — | +20.48% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.51% | — | -49.07% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.06% | +0.78% | |
| 39 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.41% | -0.01% | +1771.73% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.16% | -3.24% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.39% | -0.12% | -21.99% | |
| 42 | NFLX | Netflix Inc | 股票-通訊服務 | 0.38% | -0.23% | +30.59% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.37% | -0.09% | +1.00% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | -0.06% | -0.39% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.34% | -0.07% | +0.95% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.34% | +0.07% | +54.75% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.31% | -0.23% | -0.55% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.31% | -0.04% | -49.63% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.30% | — | -43.48% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.30% | — | +205.02% |
| # | 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% | +15.92% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.8% | +96.12% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.6% | +32.55% | 加碼 |
| 4 | RSG | Republic Services Inc | +0.6% | +937.99% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +59.98% | 加碼 |
| 6 | CAH | Cardinal Health Inc | +0.4% | +1771.73% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +20.20% | 加碼 |
| 8 | BLD | Topbuild CORP | +0.3% | +70.12% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +35.31% | 加碼 |
| 10 | AMD | Advanced Micro Devices | +0.3% | +77.88% | 加碼 |
| 11 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +205.02% | 加碼 |
| 12 | XLF | Ss Financial Select Sector | +0.2% | NEW | 新建倉 |
| 13 | XHB | Ss Spdr S&p Homebldrs ETF | +0.2% | NEW | 新建倉 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +8.75% | 加碼 |
| 15 | XLE | Ss Energy Select Sector | +0.2% | NEW | 新建倉 |
| 16 | AJG | Arthur J Gallagher & Co | +0.2% | +38.38% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -1.70% | 減碼 |
| 18 | MSFT | Microsoft CORP | +0.1% | +6.66% | 加碼 |
| 19 | QCOM | Qualcomm Inc | +0.1% | +54.75% | 加碼 |
| 20 | NOW | Servicenow Inc | +0.1% | +27.74% | 加碼 |
| 21 | NFLX | Netflix Inc | +0.1% | +30.59% | 加碼 |
| 22 | MU | Micron Technology Inc | +0.1% | +55.38% | 加碼 |
| 23 | XLI | Ss Industrial Select Sector | +0.1% | NEW | 新建倉 |
| 24 | LIN | Linde plc | +0.1% | +20.48% | 加碼 |
| 25 | LRCXEUR | Lam Research CORP | +0.1% | +27.27% | 加碼 |
| 26 | GOOG | Alphabet Inc-cl C | 0% | +5.08% | 加碼 |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.1% | — | 不變 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | — | 不變 |
| 29 | VOO | Vanguard S&p 500 ETF | -0.1% | — | 不變 |
| 30 | AMP | Ameriprise Financial Inc | -0.1% | -75.79% | 減碼 |
| 31 | NKE | Nike Inc -cl B | -0.2% | -28.02% | 減碼 |
| 32 | XYZ | Block Inc | -0.2% | -54.61% | 減碼 |
| 33 | XLP | Ss Consumer Staples Sel Sect | -0.2% | +1.57% | 加碼 |
| 34 | TSLA | Tesla Inc | -0.2% | +21.63% | 加碼 |
| 35 | OTIS | Otis Worldwide CORP | -0.2% | -84.07% | 減碼 |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.2% | -45.10% | 減碼 |
| 37 | XLK | Ss Technology Select Sector | -0.2% | — | 不變 |
| 38 | ZTS | Zoetis Inc | -0.3% | -67.15% | 減碼 |
| 39 | PTC | Ptc Inc | -0.3% | -60.19% | 減碼 |
| 40 | UNH | Unitedhealth Group Inc | -0.3% | -9.36% | 減碼 |
| 41 | CBRE | Cbre Group Inc - A | -0.3% | -67.90% | 減碼 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -1.64% | 減碼 |
| 43 | KOKU | Xtrackers Msci Kokusai Eqty | -0.3% | -0.60% | 減碼 |
| 44 | IQV | Iqvia Holdings Inc | -0.3% | -68.33% | 減碼 |
| 45 | ACN | Accenture plc | -0.3% | -43.48% | 減碼 |
| 46 | PG | Procter & Gamble Co/the | -0.3% | -49.63% | 減碼 |
| 47 | SPGI | S&p Global Inc | -0.3% | -24.38% | 減碼 |
| 48 | XLV | Ss Health Care Select Sector | -0.4% | — | 不變 |
| 49 | DVY | Ishares Select Dividend ETF | -0.6% | -49.07% | 減碼 |
| 50 | AAPL | Apple Inc | -1% | -2.28% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Nissay Asset Management CORP /japan 在 Q1 2024 季度的美股持倉總市值約為 US$236.7億，共申報了 762 個公開持股部位。
在 Q1 2024 季度，Nissay Asset Management CORP /japan 按市值排列的前三大核心持股分別為：VTI (7.1%)、XLV (5.9%)、MSFT (4.5%)。其中最大持股部位 VTI 佔據整體投資組合約 7.1% 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
XLF
市值: US$2738.9萬
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$5.6億
在 Q1 2024 季度中，Nissay Asset Management CORP /japan 共進行了 45 項持倉異動，包含新建倉 4 個部位、加碼 23 個部位、減碼 18 個部位以及清倉 0 個部位。 其中最大新建倉標的為 XLF。
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。