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
706 檔
14.5%
Q4 2024 季度申報顯示，Swiss Life Asset Management Ltd 揭露的美股組合總市值為 US$241.5億，涵蓋 706 個不同之權益投資部位。
在 Q4 2024，Swiss Life Asset Management Ltd 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 146 個既有持股進行加碼（合計增持 150 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, AAPL）占據了總市值的 14.5%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 706 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 | NVDA | Nvidia CORP | 股票-科技 | 6.73% | -0.34% | +65.77% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.16% | -0.47% | +67.27% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.87% | +0.06% | +40.65% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 3.75% | — | +40.70% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.26% | +0.07% | +45.62% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.16% | +0.19% | +65.25% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 2.16% | — | +72.76% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.13% | +0.64% | +54.15% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.12% | -0.24% | +51.66% | |
| 10 | MO | Altria Group Inc | 股票-非循環性消費 | 1.80% | -0.16% | +59.75% | |
| 11 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.69% | -0.51% | +211.83% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.53% | +0.05% | +51.78% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 1.23% | -0.37% | +626.11% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.12% | +0.24% | +38.14% | |
| 15 | PFE | Pfizer Inc | 股票-醫療保健 | 1.09% | -0.32% | +322.94% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.08% | -0.01% | +97.06% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | -0.24% | +93.15% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工業 | 1.01% | -0.06% | +270.26% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 0.92% | -0.03% | +35.15% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 0.92% | -0.04% | +55.21% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 0.76% | -0.15% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.07% | +29.76% | |
| 23 | BX | Blackstone Inc | 股票-金融 | 0.72% | -0.09% | +62.57% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.33% | +153.64% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.65% | +0.07% | -1.87% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 0.65% | +0.03% | +97.38% | |
| 27 | NOW | Servicenow Inc | 股票-科技 | 0.64% | -0.07% | +66.80% | |
| 28 | PAYX | Paychex Inc | 股票-科技 | 0.62% | -0.08% | +129.06% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.62% | -0.07% | +35.05% | |
| 30 | PM | Philip Morris International | 股票-非循環性消費 | 0.60% | — | +34.28% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.57% | -0.05% | +52.47% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.27% | +83.08% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 0.56% | +0.08% | +48.16% | |
| 34 | DOW | Dow Inc | 股票-原物料 | 0.55% | -0.08% | +111.41% | |
| 35 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.54% | -0.04% | +110.82% | |
| 36 | NFLX | Netflix Inc | 股票-通訊服務 | 0.51% | -0.25% | +15.16% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.50% | -0.07% | +70.51% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.22% | +31.25% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.04% | -0.92% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | -0.09% | +52.94% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.48% | +0.26% | NEW | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.47% | -0.12% | +52.78% | |
| 43 | TFC | Truist Financial CORP | 股票-金融 | 0.47% | -0.02% | +208.86% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.45% | +0.17% | NEW | |
| 45 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.44% | -0.03% | +51.76% | |
| 46 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.43% | -0.05% | +104.20% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.42% | +0.04% | +78.32% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | -0.14% | +0.86% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.41% | -0.01% | +115.39% | |
| 50 | ETN | Eaton Corporation plc | 股票-工業 | 0.41% | +0.23% | NEW |
| # | 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% | +65.77% | 加碼 |
| 2 | CME | Cme Group Inc | +1% | +626.11% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.9% | +72.76% | 加碼 |
| 4 | VZ | Verizon Communications Inc | +0.8% | +211.83% | 加碼 |
| 5 | PFE | Pfizer Inc | +0.7% | +322.94% | 加碼 |
| 6 | UPS | United Parcel Service-cl B | +0.6% | +270.26% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.6% | +54.15% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | +65.25% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.4% | +67.27% | 加碼 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.4% | +969.86% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.3% | +45.62% | 加碼 |
| 12 | GE | General Electric | +0.3% | +1422.90% | 加碼 |
| 13 | CVX | Chevron CORP | +0.3% | +153.64% | 加碼 |
| 14 | FE | Firstenergy CORP | +0.3% | +1897.35% | 加碼 |
| 15 | TFC | Truist Financial CORP | +0.2% | +208.86% | 加碼 |
| 16 | MS | Morgan Stanley | +0.2% | +97.38% | 加碼 |
| 17 | PAYX | Paychex Inc | +0.2% | +129.06% | 加碼 |
| 18 | KHC | Kraft Heinz Co/the | +0.2% | +3049.98% | 加碼 |
| 19 | MDT | Medtronic plc | +0.2% | +182.01% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.2% | +51.78% | 加碼 |
| 21 | HPQ | Hp Inc | +0.2% | +634.24% | 加碼 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +660.90% | 加碼 |
| 23 | TROW | T Rowe Price Group Inc | +0.2% | +110.82% | 加碼 |
| 24 | PFG | Principal Financial Group | +0.2% | +231.12% | 加碼 |
| 25 | BKNG | Booking Holdings Inc | +0.2% | +104.20% | 加碼 |
| 26 | GEV | GE Vernova Inc | +0.2% | +554.49% | 加碼 |
| 27 | ABBV | Abbvie Inc | +0.1% | +97.06% | 加碼 |
| 28 | NOW | Servicenow Inc | +0.1% | +66.80% | 加碼 |
| 29 | F | Ford Motor Co | +0.1% | +360.93% | 加碼 |
| 30 | WBA | Walgreens Boots Alliance Inc | +0.1% | +2414.37% | 加碼 |
| 31 | USB | US Bancorp | +0.1% | +115.39% | 加碼 |
| 32 | STT | State Street CORP | +0.1% | +323.50% | 加碼 |
| 33 | SWK | Stanley Black & Decker Inc | +0.1% | +1705.81% | 加碼 |
| 34 | CEG | Constellation Energy | +0.1% | +599.70% | 加碼 |
| 35 | MO | Altria Group Inc | +0.1% | +59.75% | 加碼 |
| 36 | JNJ | Johnson & Johnson | +0.1% | +93.15% | 加碼 |
| 37 | BX | Blackstone Inc | +0.1% | +62.57% | 加碼 |
| 38 | KKR | Kkr & Co Inc | +0.1% | +475.15% | 加碼 |
| 39 | IVZ | Invesco Ltd. | +0.1% | +435.31% | 加碼 |
| 40 | LIN | Linde plc | +0.1% | +269.86% | 加碼 |
| 41 | BMY | Bristol-myers Squibb Co | +0.1% | +86.75% | 加碼 |
| 42 | AES | Aes CORP | +0.1% | +7744.18% | 加碼 |
| 43 | MCHP | Microchip Technology Inc | +0.1% | +230.44% | 加碼 |
| 44 | DIS | Walt Disney Co/the | +0.1% | +146.89% | 加碼 |
| 45 | AMAT | Applied Materials Inc | +0.1% | +151.24% | 加碼 |
| 46 | DELL | Dell Technologies -c | +0.1% | +370.72% | 加碼 |
| 47 | AMP | Ameriprise Financial Inc | +0.1% | +576.32% | 加碼 |
| 48 | LOW | Lowe's Cos Inc | +0.1% | +218.18% | 加碼 |
| 49 | ROK | Rockwell Automation Inc | +0.1% | +317.78% | 加碼 |
| 50 | LULU | Lululemon Athletica Inc | +0.1% | +260.64% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Swiss Life Asset Management Ltd 在 Q4 2024 季度的美股持倉總市值約為 US$241.5億，共申報了 706 個公開持股部位。
在 Q4 2024 季度，Swiss Life Asset Management Ltd 按市值排列的前三大核心持股分別為：NVDA (6.7%)、MSFT (6.2%)、AAPL (5.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.7% 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
BLK
市值: US$1.0億
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$5309.6萬
在 Q4 2024 季度中，Swiss Life Asset Management Ltd 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 146 個部位、減碼 44 個部位以及清倉 6 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
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。