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
756 檔
16.0%
根據最新整理的 13F 季度數據集，Nissay Asset Management CORP /japan 於 Q2 2024 結束時的管理資產規模為 US$236.7億。該機構在本季度申報了 756 檔美股持倉，呈現出該時期的主要投資地圖。
Nissay Asset Management CORP /japan 在 Q2 2024 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 22 檔持股的同時，亦同步清倉 2 檔並減碼 19 檔標的。
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 16.0%，形成該機構在 Q2 2024 季度的基本面基石。
僅顯示前 200 大持股（共 756 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 | 6.98% | -0.50% | — | |
| 2 | XLV | Ss Health Care Select Sector | ETF-其他 | 5.12% | -1.60% | -7.48% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.70% | -0.70% | +4.11% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.19% | — | — | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.12% | -0.56% | +947.73% | |
| 6 | KOKU | Xtrackers Msci Kokusai Eqty | ETF-其他 | 3.84% | -0.40% | -0.43% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.72% | -0.41% | +9.71% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.37% | +0.56% | — | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.42% | +0.09% | +2.46% | |
| 10 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 2.16% | — | — | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.78% | +0.09% | -2.49% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.70% | -0.15% | +13.18% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.63% | -0.36% | -20.63% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.50% | +0.62% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.36% | -0.09% | -40.18% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.31% | -0.37% | +5.31% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.29% | +0.04% | -3.26% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.21% | +0.03% | — | |
| 19 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股與成長 | 1.21% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.95% | — | +6.22% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.86% | -0.10% | — | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.82% | +0.04% | +12.77% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.78% | +0.07% | — | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | -0.17% | +23.46% | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 0.70% | -0.20% | +22.42% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | +0.08% | -34.76% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 0.66% | +0.62% | -21.98% | |
| 28 | RSG | Republic Services Inc | 股票-工業 | 0.63% | -0.15% | -0.37% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.63% | -0.12% | +9.79% | |
| 30 | INTU | Intuit Inc | 股票-科技 | 0.58% | -0.09% | +61.91% | |
| 31 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.57% | — | +137.45% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.04% | +86.29% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.09% | +0.51% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.50% | -0.27% | +59.88% | |
| 35 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.49% | -0.01% | -22.18% | |
| 36 | LIN | Linde plc | 股票-原物料 | 0.48% | — | +3.27% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | +0.83% | +0.14% | |
| 38 | ADI | Analog Devices Inc | 股票-科技 | 0.47% | -0.08% | +179.56% | |
| 39 | BLD | Topbuild CORP | 股票-工業 | 0.47% | -0.06% | EXIT | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.43% | -0.23% | +6.17% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.16% | +14.46% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | -0.06% | +2.59% | |
| 43 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.39% | -0.06% | -43.05% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.38% | +0.07% | +1.10% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | -0.01% | +67.67% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.34% | -0.05% | +10.47% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.34% | -0.01% | -47.12% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.33% | -0.23% | -2.47% | |
| 49 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.32% | -0.06% | -39.69% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.32% | -0.12% | -4.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +947.73% | 加碼 |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +0.9% | NEW | 新建倉 |
| 3 | AAPL | Apple Inc | +0.8% | +9.71% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +13.18% | 加碼 |
| 5 | LRCXEUR | Lam Research CORP | +0.3% | +137.45% | 加碼 |
| 6 | ADI | Analog Devices Inc | +0.3% | +179.56% | 加碼 |
| 7 | USSG | Xtrackers Msci USA Sele Eqty | +0.3% | NEW | 新建倉 |
| 8 | WSC | Willscot Holdings CORP | +0.3% | NEW | 新建倉 |
| 9 | MSFT | Microsoft CORP | +0.3% | +4.11% | 加碼 |
| 10 | PG | Procter & Gamble Co/the | +0.3% | +86.29% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.2% | -2.49% | 減碼 |
| 12 | INTU | Intuit Inc | +0.2% | +61.91% | 加碼 |
| 13 | WMT | Walmart Inc | +0.2% | +59.88% | 加碼 |
| 14 | COST | Costco Wholesale CORP | +0.2% | +23.46% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +6.22% | 加碼 |
| 16 | NYT | New York Times Co-a | +0.2% | +174.93% | 加碼 |
| 17 | BAC | Bank Of America CORP | +0.2% | +67.67% | 加碼 |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +481.26% | 加碼 |
| 19 | SPGI | S&p Global Inc | +0.1% | +22.42% | 加碼 |
| 20 | XLK | Ss Technology Select Sector | +0.1% | — | 不變 |
| 21 | AMZN | Amazon.com Inc | +0.1% | +2.46% | 加碼 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +115.91% | 加碼 |
| 23 | LLY | Eli Lilly & Co | +0.1% | -3.26% | 減碼 |
| 24 | TSLA | Tesla Inc | +0.1% | +9.79% | 加碼 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +12.77% | 加碼 |
| 26 | CEG | Constellation Energy | +0.1% | +72.06% | 加碼 |
| 27 | MRVL | Marvell Technology Inc | +0.1% | +52.15% | 加碼 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +5.31% | 加碼 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 不變 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不變 |
| 31 | XLI | Ss Industrial Select Sector | -0.1% | EXIT | 清倉 |
| 32 | KOKU | Xtrackers Msci Kokusai Eqty | -0.1% | -0.43% | 減碼 |
| 33 | XHB | Ss Spdr S&p Homebldrs ETF | -0.1% | -52.86% | 減碼 |
| 34 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | 不變 |
| 35 | PTC | Ptc Inc | -0.1% | -87.62% | 減碼 |
| 36 | AJG | Arthur J Gallagher & Co | -0.1% | -22.18% | 減碼 |
| 37 | ACN | Accenture plc | -0.2% | -38.58% | 減碼 |
| 38 | XLE | Ss Energy Select Sector | -0.2% | -99.02% | 減碼 |
| 39 | XLF | Ss Financial Select Sector | -0.2% | -98.75% | 減碼 |
| 40 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -72.68% | 減碼 |
| 41 | DECK | Deckers Outdoor CORP | -0.2% | -39.69% | 減碼 |
| 42 | BLD | Topbuild CORP | -0.3% | -21.72% | 減碼 |
| 43 | NOW | Servicenow Inc | -0.3% | -47.12% | 減碼 |
| 44 | CDNS | Cadence Design Sys Inc | -0.3% | -43.05% | 減碼 |
| 45 | CAH | Cardinal Health Inc | -0.4% | -94.48% | 減碼 |
| 46 | JPM | Jpmorgan Chase & Co | -0.4% | -34.76% | 減碼 |
| 47 | DVY | Ishares Select Dividend ETF | -0.5% | EXIT | 清倉 |
| 48 | XLP | Ss Consumer Staples Sel Sect | -0.5% | -20.63% | 減碼 |
| 49 | XLV | Ss Health Care Select Sector | -0.8% | -7.48% | 減碼 |
| 50 | VOO | Vanguard S&p 500 ETF | -0.9% | -40.18% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Nissay Asset Management CORP /japan 在 Q2 2024 季度的美股持倉總市值約為 US$236.7億，共申報了 756 個公開持股部位。
在 Q2 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 (7.0%)、XLV (5.1%)、MSFT (4.7%)。其中最大持股部位 VTI 佔據整體投資組合約 7.0% 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
DIA
市值: US$1.3億
本季最大獲利了結 / 清倉標的
DVY
前期市值: US$7312.4萬
在 Q2 2024 季度中，Nissay Asset Management CORP /japan 共進行了 46 項持倉異動，包含新建倉 3 個部位、加碼 22 個部位、減碼 19 個部位以及清倉 2 個部位。 其中最大新建倉標的為 DIA。 本季清倉部位包含 DVY。
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。