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
628 檔
9.1%
在 Q3 2024 的 13F 官方備案中，Swiss Life Asset Management Ltd 管理的美股投資組合規模來到 US$241.5億，整體持股檔數為 628 檔。
數據顯示 Swiss Life Asset Management Ltd 於 Q3 2024 季度持續回收資金，對 114 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Swiss Life Asset Management Ltd 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 9.1%，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 628 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 | AAPL | Apple Inc | 股票-科技 | 5.99% | +0.06% | -1.84% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.79% | -0.47% | -5.14% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.66% | -0.34% | -3.43% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 4.51% | — | — | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.93% | +0.07% | -3.47% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.10% | -0.24% | -3.70% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.77% | +0.19% | -2.55% | |
| 8 | MO | Altria Group Inc | 股票-非循環性消費 | 1.69% | -0.16% | +0.67% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.58% | +0.64% | +865.31% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.43% | +0.24% | -1.62% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.36% | +0.05% | -10.82% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.25% | — | -2.93% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.18% | +0.07% | -3.32% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.06% | -0.03% | -2.21% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 0.95% | -0.04% | +3.50% | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.94% | -0.51% | -10.51% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.94% | -0.01% | -2.73% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.92% | -0.24% | -2.32% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.91% | +0.01% | -10.69% | |
| 20 | MMM | 3m Co | 股票-工業 | 0.91% | — | +5.04% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.07% | -14.89% | |
| 22 | PM | Philip Morris International | 股票-非循環性消費 | 0.70% | — | -1.66% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.04% | -4.02% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | -0.14% | -19.63% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 0.65% | +0.08% | -2.97% | |
| 26 | T | At&t Inc | 股票-通訊服務 | 0.63% | -0.04% | -6.31% | |
| 27 | BX | Blackstone Inc | 股票-金融 | 0.61% | -0.09% | -1.23% | |
| 28 | BLKCHF | Blackrock Inc | 股票-其他 | 0.60% | — | -2.31% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.05% | -4.05% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.58% | -0.07% | +16.88% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 0.56% | -0.07% | -13.06% | |
| 32 | DOW | Dow Inc | 股票-原物料 | 0.55% | -0.08% | -0.88% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.54% | -0.12% | -3.83% | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.54% | -0.25% | +14.45% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.22% | -1.03% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.27% | -10.90% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.52% | -0.09% | -3.48% | |
| 38 | NOW | Servicenow Inc | 股票-科技 | 0.50% | -0.07% | +17.95% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.16% | -5.26% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.50% | -0.03% | +2.97% | |
| 41 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.48% | +0.01% | +15.67% | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.47% | -0.02% | -4.00% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.47% | +0.17% | NEW | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.76% | -3.38% | |
| 45 | PGR | Progressive CORP | 股票-金融 | 0.45% | -0.02% | -4.01% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工業 | 0.45% | -0.06% | -6.71% | |
| 47 | OKE | Oneok Inc | 股票-能源 | 0.44% | -0.17% | +0.07% | |
| 48 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.44% | -0.07% | +0.27% | |
| 49 | PFE | Pfizer Inc | 股票-醫療保健 | 0.43% | -0.32% | -5.47% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.33% | -3.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | -1.84% | 減碼 |
| 2 | TSLA | Tesla Inc | +0.2% | -2.93% | 減碼 |
| 3 | MMM | 3m Co | +0.2% | +5.04% | 加碼 |
| 4 | IBM | Intl Business Machines CORP | +0.2% | -2.21% | 減碼 |
| 5 | EEM | Ishares Msci Emerging Market | +0.2% | — | 不變 |
| 6 | MO | Altria Group Inc | +0.1% | +0.67% | 加碼 |
| 7 | HD | Home Depot Inc | +0.1% | +3.50% | 加碼 |
| 8 | KO | Coca-cola Co/the | +0.1% | +39.87% | 加碼 |
| 9 | GILD | Gilead Sciences Inc | +0.1% | +15.67% | 加碼 |
| 10 | NOW | Servicenow Inc | +0.1% | +17.95% | 加碼 |
| 11 | AFL | Aflac Inc | +0.1% | +19.42% | 加碼 |
| 12 | DUK | Duke Energy CORP | +0.1% | +62.68% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | -3.70% | 減碼 |
| 14 | SPGI | S&p Global Inc | +0.1% | +32.45% | 加碼 |
| 15 | CRM | Salesforce Inc | +0.1% | +16.88% | 加碼 |
| 16 | BX | Blackstone Inc | +0.1% | -1.23% | 減碼 |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | -3.32% | 減碼 |
| 18 | PM | Philip Morris International | +0.1% | -1.66% | 減碼 |
| 19 | WMB | Williams Cos Inc | +0.1% | +21.43% | 加碼 |
| 20 | CAH | Cardinal Health Inc | +0.1% | +36.98% | 加碼 |
| 21 | TJX | Tjx Companies Inc | +0.1% | +43.45% | 加碼 |
| 22 | AMT | American Tower CORP | +0.1% | +86.13% | 加碼 |
| 23 | PYPL | Paypal Holdings Inc | +0.1% | +142.64% | 加碼 |
| 24 | ZTS | Zoetis Inc | +0.1% | +70.05% | 加碼 |
| 25 | PNC | Pnc Financial Services Group | +0.1% | +109.15% | 加碼 |
| 26 | ABBV | Abbvie Inc | +0.1% | -2.73% | 減碼 |
| 27 | NFLX | Netflix Inc | +0.1% | +14.45% | 加碼 |
| 28 | BLKCHF | Blackrock Inc | +0.1% | -2.31% | 減碼 |
| 29 | SO | Southern Co/the | +0.1% | +2.97% | 加碼 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +26.09% | 加碼 |
| 31 | GIS | General Mills Inc | +0.1% | +27.11% | 加碼 |
| 32 | CTAS | Cintas CORP | +0.1% | +409.13% | 加碼 |
| 33 | RF | Regions Financial CORP | +0.1% | +47.89% | 加碼 |
| 34 | FFIV | F5 Inc | +0.1% | +2219.73% | 加碼 |
| 35 | ACGL | Arch Capital Group Ltd. | +0.1% | +111.17% | 加碼 |
| 36 | ORCL | Oracle CORP | +0.1% | -4.05% | 減碼 |
| 37 | MCD | Mcdonald's CORP | +0.1% | -3.48% | 減碼 |
| 38 | FOXA | Fox CORP - Class A | +0.1% | +1025.21% | 加碼 |
| 39 | EBAY | Ebay Inc | +0.1% | +184.30% | 加碼 |
| 40 | IQV | Iqvia Holdings Inc | +0.1% | +147.80% | 加碼 |
| 41 | HO1 | Hologic Inc | +0.1% | +330.90% | 加碼 |
| 42 | NEM | Newmont CORP | +0.1% | -0.94% | 減碼 |
| 43 | CBRE | Cbre Group Inc - A | +0.1% | +94.41% | 加碼 |
| 44 | MSI | Motorola Solutions Inc | +0.1% | +45.99% | 加碼 |
| 45 | WDAY | Workday Inc-class A | +0.1% | +97.25% | 加碼 |
| 46 | PNR | Pentair plc | +0.1% | +54.23% | 加碼 |
| 47 | PGR | Progressive CORP | +0.1% | -4.01% | 減碼 |
| 48 | CAT | Caterpillar Inc | +0.1% | +0.26% | 加碼 |
| 49 | TGT | Target CORP | +0.1% | +26.71% | 加碼 |
| 50 | SLB | Slb LTD | +0.1% | +87.88% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Swiss Life Asset Management Ltd 在 Q3 2024 季度的美股持倉總市值約為 US$241.5億，共申報了 628 個公開持股部位。
在 Q3 2024 季度，Swiss Life Asset Management Ltd 按市值排列的前三大核心持股分別為：AAPL (6.0%)、MSFT (5.8%)、NVDA (5.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 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
SW
市值: US$996.5萬
本季最大獲利了結 / 清倉標的
FERG
前期市值: US$672.8萬
在 Q3 2024 季度中，Swiss Life Asset Management Ltd 共進行了 199 項持倉異動，包含新建倉 14 個部位、加碼 68 個部位、減碼 114 個部位以及清倉 3 個部位。 其中最大新建倉標的為 SW。 本季清倉部位包含 FERG。
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。