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: 0001637689
申報總市值
US$241.5億
US$241.5億
531 檔
7.3%
根據最新整理的 13F 季度數據集，Swiss Life Asset Management Ltd 於 Q1 2024 結束時的管理資產規模為 US$241.5億。該機構在本季度申報了 531 檔美股持倉，呈現出該時期的主要投資地圖。
Swiss Life Asset Management Ltd 在 Q1 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 29 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, EEM）占據了總市值的 7.3%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$5.1億
僅顯示前 200 大持股（共 531 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 | MSFT | Microsoft CORP | 股票-科技 | 6.65% | -0.47% | -14.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.00% | +0.06% | -20.19% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 4.94% | — | — | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.80% | -0.34% | -17.77% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.27% | +0.07% | -16.48% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.98% | -0.24% | -21.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.89% | +0.19% | -19.96% | |
| 8 | MO | Altria Group Inc | 股票-非循環性消費 | 1.70% | -0.16% | +372.16% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.52% | +0.05% | -23.17% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | +0.64% | -8.56% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | +0.24% | -9.06% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.28% | +0.07% | -5.95% | |
| 13 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.04% | -0.51% | +32.65% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.02% | -0.03% | +60.02% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.00% | +0.01% | +51.70% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.07% | -33.29% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 0.98% | -0.04% | -5.08% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.97% | -0.01% | +10.88% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 0.94% | — | -15.94% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | -0.24% | -12.81% | |
| 21 | MMM | 3m Co | 股票-工業 | 0.79% | — | +94.53% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.04% | -36.77% | |
| 23 | DOW | Dow Inc | 股票-原物料 | 0.72% | -0.08% | +373.95% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | -0.12% | -23.89% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.27% | -35.89% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.07% | -10.31% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.67% | -0.16% | -25.28% | |
| 28 | BLKCHF | Blackrock Inc | 股票-其他 | 0.65% | — | +79.03% | |
| 29 | BX | Blackstone Inc | 股票-金融 | 0.64% | -0.09% | +866.72% | |
| 30 | PM | Philip Morris International | 股票-非循環性消費 | 0.62% | — | +75.34% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.62% | -0.15% | +18.18% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.60% | -0.14% | -40.28% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.59% | -0.04% | -12.46% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.59% | +0.08% | +12.03% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工業 | 0.56% | -0.06% | +82.65% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | +0.76% | -16.38% | |
| 37 | T | At&t Inc | 股票-通訊服務 | 0.56% | -0.04% | +80.29% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.53% | -0.09% | +12.00% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.53% | +0.17% | NEW | |
| 40 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.53% | -0.04% | +184.90% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.05% | +3.97% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.51% | +0.04% | +10.95% | |
| 43 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.50% | -0.03% | +287.61% | |
| 44 | FAST | Fastenal Co | 股票-工業 | 0.50% | -0.06% | +126.01% | |
| 45 | NFLX | Netflix Inc | 股票-通訊服務 | 0.50% | -0.25% | -27.40% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.48% | -0.02% | +25.84% | |
| 47 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.46% | +0.01% | +0.31% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.46% | -0.07% | -4.58% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.33% | -19.25% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.22% | -34.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -17.77% | 減碼 |
| 2 | MO | Altria Group Inc | +1.4% | +372.16% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.6% | -14.73% | 減碼 |
| 4 | DOW | Dow Inc | +0.6% | +373.95% | 加碼 |
| 5 | BX | Blackstone Inc | +0.6% | +866.72% | 加碼 |
| 6 | IBM | Intl Business Machines CORP | +0.6% | +60.02% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.5% | +51.70% | 加碼 |
| 8 | MMM | 3m Co | +0.4% | +94.53% | 加碼 |
| 9 | VZ | Verizon Communications Inc | +0.4% | +32.65% | 加碼 |
| 10 | DRI | Darden Restaurants Inc | +0.4% | +287.61% | 加碼 |
| 11 | TROW | T Rowe Price Group Inc | +0.4% | +184.90% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.4% | -9.06% | 減碼 |
| 13 | FAST | Fastenal Co | +0.3% | +126.01% | 加碼 |
| 14 | BLKCHF | Blackrock Inc | +0.3% | +79.03% | 加碼 |
| 15 | LYB | LyondellBasell Industries N.V. | +0.3% | +176.69% | 加碼 |
| 16 | ABBV | Abbvie Inc | +0.3% | +10.88% | 加碼 |
| 17 | T | At&t Inc | +0.3% | +80.29% | 加碼 |
| 18 | PM | Philip Morris International | +0.3% | +75.34% | 加碼 |
| 19 | UPS | United Parcel Service-cl B | +0.3% | +82.65% | 加碼 |
| 20 | PAYX | Paychex Inc | +0.3% | +139.26% | 加碼 |
| 21 | SO | Southern Co/the | +0.3% | +102.88% | 加碼 |
| 22 | OKE | Oneok Inc | +0.3% | +82.46% | 加碼 |
| 23 | UBER | Uber Technologies Inc | +0.2% | +166.47% | 加碼 |
| 24 | GOOGL | Alphabet Inc-cl A | — | -19.96% | 減碼 |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | -23.17% | 減碼 |
| 26 | JPM | Jpmorgan Chase & Co | -0.1% | -33.29% | 減碼 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -35.89% | 減碼 |
| 28 | CSCO | Cisco Systems Inc | -0.2% | -34.03% | 減碼 |
| 29 | WMT | Walmart Inc | -0.2% | +34.27% | 加碼 |
| 30 | INTC | Intel CORP | -0.2% | -39.24% | 減碼 |
| 31 | BKNG | Booking Holdings Inc | -0.2% | -56.59% | 減碼 |
| 32 | PG | Procter & Gamble Co/the | -0.2% | -40.28% | 減碼 |
| 33 | RSG | Republic Services Inc | -0.2% | -74.48% | 減碼 |
| 34 | PLD | Prologis Inc | -0.2% | -77.78% | 減碼 |
| 35 | CMCSA | Comcast Corp-class A | -0.2% | -46.09% | 減碼 |
| 36 | LOW | Lowe's Cos Inc | -0.2% | -76.80% | 減碼 |
| 37 | DHR | Danaher CORP | -0.2% | -73.42% | 減碼 |
| 38 | V | Visa Inc-class A Shares | -0.2% | -36.77% | 減碼 |
| 39 | WFC | Wells Fargo & Co | -0.2% | -79.56% | 減碼 |
| 40 | WM | Waste Management Inc | -0.2% | -78.70% | 減碼 |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.2% | -73.91% | 減碼 |
| 42 | ZTS | Zoetis Inc | -0.2% | -81.13% | 減碼 |
| 43 | LIN | Linde plc | -0.3% | -71.80% | 減碼 |
| 44 | PXDEUR | Pioneer Natural Resources Co | -0.3% | -86.64% | 減碼 |
| 45 | BAC | Bank Of America CORP | -0.3% | -73.74% | 減碼 |
| 46 | PEP | Pepsico Inc | -0.4% | -77.95% | 減碼 |
| 47 | TSLA | Tesla Inc | -0.4% | -15.94% | 減碼 |
| 48 | KO | Coca-cola Co/the | -0.4% | -80.30% | 減碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -74.65% | 減碼 |
| 50 | AAPL | Apple Inc | -1.1% | -20.19% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Swiss Life Asset Management Ltd 在 Q1 2024 季度的美股持倉總市值約為 US$241.5億，共申報了 531 個公開持股部位。
在 Q1 2024 季度，Swiss Life Asset Management Ltd 按市值排列的前三大核心持股分別為：MSFT (6.7%)、AAPL (5.0%)、EEM (4.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.7% 的權重。
在 Q1 2024 季度中，Swiss Life Asset Management Ltd 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 21 個部位、減碼 29 個部位以及清倉 0 個部位。
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。