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
585 檔
9.2%
截至 Q2 2024 季度末，Swiss Life Asset Management Ltd 的美股持倉估值約為 US$241.5億，全數申報部位共有 585 檔。
觀察 Q2 2024 的申報異動，Swiss Life Asset Management Ltd 採取了強勁的買進策略，建倉與加碼動作（合計 45 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, NVDA, AAPL）占據了總市值的 9.2%，展現出該機構在 Q2 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 585 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 | 6.58% | -0.47% | +9.75% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.19% | -0.34% | +1011.90% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.72% | +0.06% | +9.91% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 4.34% | — | — | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.27% | +0.07% | +9.98% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.07% | +0.19% | +6.92% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.00% | -0.24% | +14.64% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.74% | +0.05% | +12.13% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.58% | +0.64% | +8.37% | |
| 10 | MO | Altria Group Inc | 股票-非循環性消費 | 1.55% | -0.16% | +3.26% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.54% | +0.24% | +15.59% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.10% | +0.07% | -1.48% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.02% | +0.01% | +3.29% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.01% | — | +11.70% | |
| 15 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.00% | -0.51% | +15.23% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.07% | +7.84% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | -0.24% | +21.08% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | -0.03% | +12.20% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.87% | -0.01% | +11.60% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 0.81% | -0.04% | +8.09% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | -0.14% | +56.10% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.04% | +12.49% | |
| 23 | MMM | 3m Co | 股票-工業 | 0.67% | — | +3.27% | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 0.65% | +0.08% | +17.19% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 0.65% | -0.07% | +55.32% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.64% | -0.12% | +12.99% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 0.62% | — | +5.41% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.61% | -0.04% | +10.22% | |
| 29 | T | At&t Inc | 股票-通訊服務 | 0.60% | -0.04% | +18.01% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.27% | +0.08% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.57% | -0.15% | +7.44% | |
| 32 | DOW | Dow Inc | 股票-原物料 | 0.56% | -0.08% | -0.72% | |
| 33 | BLKCHF | Blackrock Inc | 股票-其他 | 0.53% | — | +2.02% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.53% | +0.04% | +4.42% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.05% | +6.18% | |
| 36 | BX | Blackstone Inc | 股票-金融 | 0.52% | -0.09% | +1.38% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 0.51% | -0.06% | +14.99% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.49% | +0.76% | +16.13% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.22% | +33.23% | |
| 40 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | -0.16% | -5.86% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.33% | +26.49% | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.48% | -0.07% | -1.47% | |
| 43 | NFLX | Netflix Inc | 股票-通訊服務 | 0.47% | -0.25% | -0.07% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.46% | -0.09% | +13.23% | |
| 45 | PFE | Pfizer Inc | 股票-醫療保健 | 0.46% | -0.32% | +17.82% | |
| 46 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.44% | -0.04% | +4.17% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.44% | -0.02% | +13.17% | |
| 48 | ACN | Accenture plc | 股票-科技 | 0.43% | +0.17% | NEW | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.43% | -0.03% | +4.14% | |
| 50 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.43% | — | +6.83% |
| # | 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% | +1011.90% | 加碼 |
| 2 | AAPL | Apple Inc | +0.7% | +9.91% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | +12.13% | 加碼 |
| 4 | PG | Procter & Gamble Co/the | +0.2% | +56.10% | 加碼 |
| 5 | AMGN | Amgen Inc | +0.2% | +55.32% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +15.59% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.92% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.2% | +8.37% | 加碼 |
| 9 | KO | Coca-cola Co/the | +0.1% | +118.43% | 加碼 |
| 10 | XYL | Xylem Inc | +0.1% | +918.93% | 加碼 |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +101.75% | 加碼 |
| 12 | URI | United Rentals Inc | +0.1% | +171.88% | 加碼 |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | +45.67% | 加碼 |
| 14 | KMB | Kimberly-clark CORP | +0.1% | +94.39% | 加碼 |
| 15 | BKNG | Booking Holdings Inc | +0.1% | +63.76% | 加碼 |
| 16 | ACM | Aecom | +0.1% | +2332.44% | 加碼 |
| 17 | RPM | Rpm International Inc | +0.1% | +2407.56% | 加碼 |
| 18 | CLX | Clorox Company | +0.1% | +792.88% | 加碼 |
| 19 | ADI | Analog Devices Inc | +0.1% | +32.20% | 加碼 |
| 20 | FANG | Diamondback Energy Inc | +0.1% | +59.81% | 加碼 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +53.25% | 加碼 |
| 22 | PEP | Pepsico Inc | +0.1% | +93.29% | 加碼 |
| 23 | MCO | Moody's CORP | +0.1% | +220.22% | 加碼 |
| 24 | CMI | Cummins Inc | +0.1% | +174.47% | 加碼 |
| 25 | TSLA | Tesla Inc | +0.1% | +11.70% | 加碼 |
| 26 | TXN | Texas Instruments Inc | +0.1% | +17.19% | 加碼 |
| 27 | KLAC | Kla CORP | +0.1% | +28.32% | 加碼 |
| 28 | T | At&t Inc | 0% | +18.01% | 加碼 |
| 29 | CSCO | Cisco Systems Inc | 0% | +33.23% | 加碼 |
| 30 | CVX | Chevron CORP | 0% | +26.49% | 加碼 |
| 31 | KMI | Kinder Morgan, Inc. | 0% | +16.67% | 加碼 |
| 32 | META | Meta Platforms Inc-class A | 0% | +14.64% | 加碼 |
| 33 | COST | Costco Wholesale CORP | 0% | +3.29% | 加碼 |
| 34 | ADBE | Adobe Inc | 0% | +10.22% | 加碼 |
| 35 | QCOM | Qualcomm Inc | 0% | +4.42% | 加碼 |
| 36 | ORCL | Oracle CORP | 0% | +6.18% | 加碼 |
| 37 | AMZN | Amazon.com Inc | — | +9.98% | 加碼 |
| 38 | PM | Philip Morris International | — | +5.41% | 加碼 |
| 39 | VZ | Verizon Communications Inc | 0% | +15.23% | 加碼 |
| 40 | JNJ | Johnson & Johnson | -0.1% | +21.08% | 加碼 |
| 41 | MSFT | Microsoft CORP | -0.1% | +9.75% | 加碼 |
| 42 | CAH | Cardinal Health Inc | -0.1% | -24.00% | 減碼 |
| 43 | MO | Altria Group Inc | -0.2% | +3.26% | 加碼 |
| 44 | BMY | Bristol-myers Squibb Co | -0.2% | -7.56% | 減碼 |
| 45 | FAST | Fastenal Co | -0.2% | -2.27% | 減碼 |
| 46 | CRM | Salesforce Inc | -0.2% | -1.47% | 減碼 |
| 47 | EEM | Ishares Msci Emerging Market | -0.6% | — | 不變 |
| 48 | SOLV | Solventum CORP | — | NEW | 新建倉 |
| 49 | ITRI | Itron Inc | — | NEW | 新建倉 |
| 50 | BMI | Badger Meter Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Swiss Life Asset Management Ltd 在 Q2 2024 季度的美股持倉總市值約為 US$241.5億，共申報了 585 個公開持股部位。
在 Q2 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 (6.6%)、NVDA (6.2%)、AAPL (5.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.6% 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
SOLV
市值: US$1230.2萬
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$4882.8萬
在 Q2 2024 季度中，Swiss Life Asset Management Ltd 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 42 個部位、減碼 4 個部位以及清倉 0 個部位。 其中最大新建倉標的為 SOLV。
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。