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: 0001472190
申報總市值
US$40.6億
US$40.6億
348 檔
36.0%
在 Q3 2024 申報期間，PGGM Investments（CIK: 0001472190）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$40.6億，共持有 348 個公開申報部位。
PGGM Investments 於 Q3 2024 展現出進攻型調倉步調，本季推動了 16 檔股票的新建倉與 78 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，PGGM Investments 的前 5 大核心持股（包含 EQIX, WELL, PLD 等）合計佔整體申報市值的 36.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 348 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 | EQIX | Equinix Inc | 股票-房地產 | 4.95% | -2.37% | -1.76% | |
| 2 | WELL | Welltower Inc | 股票-房地產 | 4.30% | -3.56% | +12.53% | |
| 3 | PLD | Prologis Inc | 股票-房地產 | 3.29% | -4.33% | -0.54% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.16% | +2.18% | +13.82% | |
| 5 | EXR | Extra Space Storage Inc | 股票-房地產 | 3.04% | -0.59% | +0.98% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.95% | +3.16% | -6.26% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | +1.13% | +3.16% | |
| 8 | SPG | Simon Property Group Inc | 股票-房地產 | 2.68% | -0.80% | — | |
| 9 | INVH | Invitation Homes Inc | 股票-房地產 | 2.32% | -0.45% | +3.23% | |
| 10 | DOC | Healthpeak Properties Inc | 股票-房地產 | 2.15% | -0.24% | — | |
| 11 | WPC | Wp Carey Inc | 股票-房地產 | 2.07% | — | +3.98% | |
| 12 | SUI | Sun Communities Inc | 股票-房地產 | 2.02% | — | -6.27% | |
| 13 | REXR | Rexford Industrial Realty In | 股票-房地產 | 1.91% | -0.47% | EXIT | |
| 14 | COLD | Americold Realty Trust Inc | 股票-房地產 | 1.78% | +0.50% | +9.43% | |
| 15 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.76% | +0.23% | +4.26% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.72% | +2.04% | +6.26% | |
| 17 | UDR | Udr Inc | 股票-房地產 | 1.70% | -2.05% | EXIT | |
| 18 | IRM | Iron Mountain Inc | 股票-房地產 | 1.65% | -0.35% | +3204.42% | |
| 19 | REG | Regency Centers CORP | 股票-房地產 | 1.63% | — | +5.69% | |
| 20 | KRC | Kilroy Realty CORP | 股票-房地產 | 1.63% | -0.67% | +9.02% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.61% | +1.65% | +1.06% | |
| 22 | BRX | Brixmor Property Group Inc | 股票-房地產 | 1.34% | -1.41% | — | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.34% | — | +10.80% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.31% | +0.37% | +1.32% | |
| 25 | HIW | Highwoods Properties Inc | 股票-房地產 | 1.24% | — | -20.32% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.16% | — | +38.61% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.96% | +0.59% | +1.44% | |
| 28 | LIN | Linde plc | 股票-原物料 | 0.93% | +1.24% | -0.35% | |
| 29 | PSA | Public Storage | 股票-房地產 | 0.90% | -0.21% | +14.99% | |
| 30 | ITRI | Itron Inc | 股票-科技 | 0.80% | — | -3.70% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | — | +0.38% | |
| 32 | ILMN | Illumina Inc | 股票-醫療保健 | 0.76% | +0.16% | +11.20% | |
| 33 | RHP | Ryman Hospitality Properties | 股票-房地產 | 0.75% | -0.31% | +629.96% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | — | — | |
| 35 | HST | Host Hotels & Resorts Inc | 股票-房地產 | 0.70% | -0.13% | — | |
| 36 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.66% | -0.56% | — | |
| 37 | CUBE | Cubesmart | 股票-房地產 | 0.65% | -0.23% | +8.64% | |
| 38 | ALB | Albemarle CORP | 股票-原物料 | 0.65% | +0.16% | +5.62% | |
| 39 | ✓ | Adeco Agro | 股票-其他 | 0.64% | -0.27% | EXIT | |
| 40 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.59% | — | -4.49% | |
| 41 | ROP | Roper Technologies Inc | 股票-科技 | 0.58% | +0.25% | +11.74% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | -3.66% | |
| 43 | CTVA | Corteva Inc | 股票-原物料 | 0.57% | +0.15% | — | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | +0.89% | -21.98% | |
| 45 | AMH | American Homes 4 Rent- A | 股票-房地產 | 0.49% | +0.37% | +13.16% | |
| 46 | HAIN | Hain Celestial Group Inc | 股票-其他 | 0.46% | — | — | |
| 47 | ARGX | Argenx Se - Adr | 股票-醫療保健 | 0.45% | +1.28% | — | |
| 48 | FMC | Fmc CORP | 股票-原物料 | 0.44% | — | — | |
| 49 | NFLX | Netflix Inc | 股票-通訊服務 | 0.43% | — | +9.04% | |
| 50 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.42% | +1.10% | +7.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IRM | Iron Mountain Inc | +1.6% | +3204.42% | 加碼 |
| 2 | WELL | Welltower Inc | +0.8% | +12.53% | 加碼 |
| 3 | RHP | Ryman Hospitality Properties | +0.6% | +629.96% | 加碼 |
| 4 | AAPL | Apple Inc | +0.4% | +13.82% | 加碼 |
| 5 | KRC | Kilroy Realty CORP | +0.3% | +9.02% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.3% | NEW | 新建倉 |
| 7 | PSA | Public Storage | +0.2% | +14.99% | 加碼 |
| 8 | BMRN | Biomarin Pharmaceutical Inc | +0.2% | NEW | 新建倉 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +38.61% | 加碼 |
| 10 | TSLA | Tesla Inc | +0.2% | NEW | 新建倉 |
| 11 | EQIX | Equinix Inc | +0.2% | -1.76% | 減碼 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +10.80% | 加碼 |
| 13 | ILMN | Illumina Inc | +0.2% | +11.20% | 加碼 |
| 14 | EXR | Extra Space Storage Inc | +0.1% | +0.98% | 加碼 |
| 15 | COLD | Americold Realty Trust Inc | +0.1% | +9.43% | 加碼 |
| 16 | REG | Regency Centers CORP | +0.1% | +5.69% | 加碼 |
| 17 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 18 | T | At&t Inc | +0.1% | NEW | 新建倉 |
| 19 | LINE | Lineage Inc | +0.1% | NEW | 新建倉 |
| 20 | BAC | Bank Of America CORP | +0.1% | +78.14% | 加碼 |
| 21 | WPC | Wp Carey Inc | +0.1% | +3.98% | 加碼 |
| 22 | REXR | Rexford Industrial Realty In | +0.1% | +4.39% | 加碼 |
| 23 | BRX | Brixmor Property Group Inc | +0.1% | — | 不變 |
| 24 | AVGO | Broadcom Inc | +0.1% | +1633.47% | 加碼 |
| 25 | ABBV | Abbvie Inc | +0.1% | +118.79% | 加碼 |
| 26 | DOC | Healthpeak Properties Inc | +0.1% | — | 不變 |
| 27 | CUBE | Cubesmart | +0.1% | +8.64% | 加碼 |
| 28 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 29 | AXP | American Express Co | +0.1% | +30.39% | 加碼 |
| 30 | QCOM | Qualcomm Inc | +0.1% | +73.69% | 加碼 |
| 31 | RUN | Sunrun Inc | +0.1% | +6.60% | 加碼 |
| 32 | SPOT | Spotify Technology S.A. | +0.1% | NEW | 新建倉 |
| 33 | GS | Goldman Sachs Group Inc | +0.1% | +56.57% | 加碼 |
| 34 | COST | Costco Wholesale CORP | +0.1% | +38.09% | 加碼 |
| 35 | FIS | Fidelity National Info Serv | +0.1% | +70.17% | 加碼 |
| 36 | PYPL | Paypal Holdings Inc | +0.1% | NEW | 新建倉 |
| 37 | TTEK | Tetra Tech Inc | +0.1% | +1181.13% | 加碼 |
| 38 | TMUS | T-mobile US Inc | +0.1% | +363.03% | 加碼 |
| 39 | ARGX | Argenx Se - Adr | +0.1% | — | 不變 |
| 40 | HAIN | Hain Celestial Group Inc | +0.1% | — | 不變 |
| 41 | GDDY | Godaddy Inc - Class A | +0.1% | +35.24% | 加碼 |
| 42 | DHR | Danaher CORP | +0.1% | +88.18% | 加碼 |
| 43 | MRK | Merck & Co. Inc. | +0.1% | +78.25% | 加碼 |
| 44 | DIS | Walt Disney Co/the | +0.1% | +510.28% | 加碼 |
| 45 | CSCO | Cisco Systems Inc | +0.1% | +156.52% | 加碼 |
| 46 | UNH | Unitedhealth Group Inc | +0.1% | NEW | 新建倉 |
| 47 | ELS | Equity Lifestyle Properties | 0% | +4.26% | 加碼 |
| 48 | MDT | Medtronic plc | 0% | +1.32% | 加碼 |
| 49 | ARE | Alexandria Real Estate Equit | 0% | NEW | 新建倉 |
| 50 | PNC | Pnc Financial Services Group | 0% | +206.13% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，PGGM Investments 在 Q3 2024 季度的美股持倉總市值約為 US$40.6億，共申報了 348 個公開持股部位。
在 Q3 2024 季度，PGGM Investments 按市值排列的前三大核心持股分別為：EQIX (5.0%)、WELL (4.3%)、PLD (3.3%)。其中最大持股部位 EQIX 佔據整體投資組合約 5.0% 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
LLY
市值: US$2091.3萬
本季最大獲利了結 / 清倉標的
O
前期市值: US$7605.8萬
在 Q3 2024 季度中，PGGM Investments 共進行了 162 項持倉異動，包含新建倉 16 個部位、加碼 78 個部位、減碼 56 個部位以及清倉 12 個部位。 其中最大新建倉標的為 LLY。 本季清倉部位包含 O。
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。