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: 0000947263
申報總市值
US$864.5億
US$864.5億
1235 檔
27.9%
根據最新整理的 13F 季度數據集，Toronto Dominion Bank 於 Q1 2024 結束時的管理資產規模為 US$864.5億。該機構在本季度申報了 1235 檔美股持倉，呈現出該時期的主要投資地圖。
Toronto Dominion Bank 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 36 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 SCHW, MSFT, QQQ）占據了總市值的 27.9%，展現出該機構在 Q1 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1235 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 | SCHW | Schwab (charles) CORP | 股票-金融 | 25.63% | -0.03% | +0.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.61% | -0.47% | +5.97% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.04% | -0.39% | -6.07% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.81% | +1.10% | +2.97% | |
| 5 | RY | Royal Bank Of Canada | 股票-金融 | 2.67% | -0.68% | -17.35% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.56% | +1.29% | -7.31% | |
| 7 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.02% | -0.47% | -13.65% | |
| 8 | BMO | Bank Of Montreal | 股票-金融 | 1.96% | -0.07% | -12.96% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.82% | +0.07% | +23.62% | |
| 10 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.75% | -0.86% | -14.60% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.63% | -0.53% | +1.81% | |
| 12 | TRP | Tc Energy CORP | 股票-能源 | 1.45% | -0.85% | -4.30% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.35% | -1.68% | -49.09% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.08% | -0.60% | -56.20% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | +0.16% | +1.82% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.07% | +0.21% | +35.36% | |
| 17 | ENB | Enbridge Inc | 股票-能源 | 1.02% | -0.70% | +4.61% | |
| 18 | SU | Suncor Energy Inc | 股票-能源 | 1.02% | -1.22% | +59.68% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | +0.80% | +5.39% | |
| 20 | TD | Toronto-dominion Bank | 股票-金融 | 0.92% | +0.08% | -29.80% | |
| 21 | MFC | Manulife Financial CORP | 股票-金融 | 0.91% | -0.61% | +57.92% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.09% | -5.70% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.06% | -18.36% | |
| 24 | CNQ | Canadian Natural Resources | 股票-能源 | 0.62% | -1.76% | -44.00% | |
| 25 | SLF | Sun Life Financial Inc | 股票-金融 | 0.57% | -0.33% | +42.81% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.55% | +0.30% | -10.04% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.50% | -0.49% | +4.10% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | -0.21% | -17.99% | |
| 29 | FHN | First Horizon CORP | 股票-金融 | 0.48% | — | -0.00% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | — | -37.80% | |
| 31 | FTS | Fortis Inc | 股票-公用事業 | 0.44% | — | -30.74% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.42% | +0.06% | +4.32% | |
| 33 | BN | Brookfield CORP | 股票-金融 | 0.42% | +0.01% | -36.17% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.41% | -0.30% | -22.16% | |
| 35 | BCE | Bce Inc | 股票-通訊服務 | 0.40% | -0.07% | -15.38% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.16% | -6.89% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.39% | +0.05% | -1.88% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.37% | — | +1.73% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.37% | -0.06% | -1.17% | |
| 40 | TSLA | Tesla Inc | 股票-循環性消費 | 0.36% | -0.09% | -14.20% | |
| 41 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.35% | +0.29% | +214.47% | |
| 42 | NTR | Nutrien LTD | 股票-原物料 | 0.33% | -0.05% | -20.04% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.33% | +0.17% | -7.91% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.31% | -0.01% | -7.13% | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.31% | +0.03% | +2.12% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.30% | -0.01% | +41.00% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.30% | — | -1.73% | |
| 48 | TU | Telus CORP | 股票-其他 | 0.30% | -0.05% | -28.06% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.29% | +0.15% | -2.72% | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.29% | — | +39.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +3.1% | +0.01% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.2% | -7.31% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.8% | +5.97% | 加碼 |
| 4 | GLD | Spdr Gold Shares | +0.6% | +23.62% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | +35.36% | 加碼 |
| 6 | SU | Suncor Energy Inc | +0.5% | +59.68% | 加碼 |
| 7 | MFC | Manulife Financial CORP | +0.4% | +57.92% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +1.81% | 加碼 |
| 9 | SHOP | Shopify Inc - Class A | +0.3% | +214.47% | 加碼 |
| 10 | SLF | Sun Life Financial Inc | +0.2% | +42.81% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +5.39% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +413.52% | 加碼 |
| 13 | LIN | Linde plc | +0.1% | +39.95% | 加碼 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | +41.00% | 加碼 |
| 15 | BNS | Bank Of Nova Scotia | 0% | -13.65% | 減碼 |
| 16 | AAPL | Apple Inc | 0% | +2.97% | 加碼 |
| 17 | CM | Can Imperial Bk Of Commerce | -0.1% | -14.60% | 減碼 |
| 18 | JNJ | Johnson & Johnson | -0.1% | -28.20% | 減碼 |
| 19 | BCE | Bce Inc | -0.1% | -15.38% | 減碼 |
| 20 | MCD | Mcdonald's CORP | -0.1% | -36.22% | 減碼 |
| 21 | CCK | Crown Holdings Inc | -0.1% | -98.55% | 減碼 |
| 22 | TU | Telus CORP | -0.1% | -28.06% | 減碼 |
| 23 | PBA | Pembina Pipeline CORP | -0.1% | -39.15% | 減碼 |
| 24 | GS | Goldman Sachs Group Inc | -0.1% | -64.04% | 減碼 |
| 25 | MTCH | Match Group Inc | -0.1% | -93.22% | 減碼 |
| 26 | FNV | Franco-nevada CORP | -0.1% | -76.44% | 減碼 |
| 27 | V | Visa Inc-class A Shares | -0.1% | -44.05% | 減碼 |
| 28 | CAR | Avis Budget Group Inc | -0.1% | EXIT | 清倉 |
| 29 | TRI4EUR | Thomson Reuters CORP | -0.1% | -72.98% | 減碼 |
| 30 | BMO | Bank Of Montreal | -0.2% | -12.96% | 減碼 |
| 31 | BAC | Bank Of America CORP | -0.2% | -37.80% | 減碼 |
| 32 | RCI | Rogers Communications Inc-b | -0.2% | -31.49% | 減碼 |
| 33 | BN | Brookfield CORP | -0.2% | -36.17% | 減碼 |
| 34 | CP | Canadian Pacific Kansas City | -0.2% | -49.83% | 減碼 |
| 35 | MS | Morgan Stanley | -0.2% | -67.42% | 減碼 |
| 36 | FTS | Fortis Inc | -0.2% | -30.74% | 減碼 |
| 37 | FXI | Ishares China Large-cap ETF | -0.2% | -99.90% | 減碼 |
| 38 | TSLA | Tesla Inc | -0.2% | -14.20% | 減碼 |
| 39 | DLTR | Dollar Tree Inc | -0.2% | -89.14% | 減碼 |
| 40 | XLF | Ss Financial Select Sector | -0.2% | -72.61% | 減碼 |
| 41 | CNQ | Canadian Natural Resources | -0.3% | -44.00% | 減碼 |
| 42 | RY | Royal Bank Of Canada | -0.3% | -17.35% | 減碼 |
| 43 | TD | Toronto-dominion Bank | -0.4% | -29.80% | 減碼 |
| 44 | CTSH | Cognizant Tech Solutions-a | -0.5% | -93.20% | 減碼 |
| 45 | EWJ | Ishares Msci Japan ETF | -0.5% | -99.87% | 減碼 |
| 46 | CNI | Canadian Natl Railway Co | -0.6% | -84.59% | 減碼 |
| 47 | ACWI | Ishares Msci Acwi ETF | -0.6% | -80.23% | 減碼 |
| 48 | DBX 0 03-01-28債券 | Dropbox Inc | -0.8% | -8.66% | 減碼 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | -49.09% | 減碼 |
| 50 | IWM | Ishares Russell 2000 ETF | -1.1% | -56.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Toronto Dominion Bank 在 Q1 2024 季度的美股持倉總市值約為 US$864.5億，共申報了 1235 個公開持股部位。
在 Q1 2024 季度，Toronto Dominion Bank 按市值排列的前三大核心持股分別為：SCHW (25.6%)、MSFT (3.6%)、QQQ (3.0%)。其中最大持股部位 SCHW 佔據整體投資組合約 25.6% 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。
本季最大獲利了結 / 清倉標的
CAR
前期市值: US$8685.7萬
在 Q1 2024 季度中，Toronto Dominion Bank 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 14 個部位、減碼 35 個部位以及清倉 1 個部位。 本季清倉部位包含 CAR。
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。