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: 0001368163
申報總市值
US$522.0億
US$522.0億
2706 檔
12.4%
Zurcher Kantonalbank 在 Q1 2024 季度的美股部位總計估值為 US$522.0億，分散於 2706 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2024，Zurcher Kantonalbank 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 27 檔、減碼 22 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 MSFT, UBS, AAPL）累計市值佔比達 12.4%，是驅動 Zurcher Kantonalbank 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 2706 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 | 5.61% | -1.08% | +0.15% | |
| 2 | UBS | UBS Group AG | 股票-金融 | 5.24% | +0.54% | +5.66% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.39% | -0.01% | -0.16% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.34% | -0.20% | -2.36% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.13% | +0.11% | +8.51% | |
| 6 | ALC | Alcon Inc. | 股票-醫療保健 | 2.38% | -0.26% | -0.21% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.04% | +0.32% | -2.67% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.51% | -0.19% | +0.86% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.34% | +0.24% | -6.04% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | +0.14% | +11.78% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | +0.06% | -0.09% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.06% | -0.06% | -4.85% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.04% | +0.06% | +7.25% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.31% | -1.72% | |
| 15 | LIN | Linde plc | 股票-原物料 | 0.80% | -0.02% | +2.03% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 0.77% | -0.27% | -7.17% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.77% | -0.14% | -5.86% | |
| 18 | LOGI | Logitech International S.A. | 股票-科技 | 0.74% | -0.01% | -16.10% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 0.73% | +0.15% | -1.58% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.05% | +2.45% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.64% | +0.16% | +18.87% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.64% | -0.01% | -2.44% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | -0.14% | +2.27% | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.60% | -0.13% | -6.15% | |
| 25 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.59% | +0.09% | +0.39% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | -0.04% | -5.65% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.58% | +0.05% | -6.82% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.57% | -0.09% | -11.27% | |
| 29 | ETN | Eaton Corporation plc | 股票-工業 | 0.57% | -0.15% | -18.25% | |
| 30 | SNPS | Synopsys Inc | 股票-科技 | 0.56% | -0.05% | -1.06% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.52% | -0.08% | +2.07% | |
| 32 | URI | United Rentals Inc | 股票-工業 | 0.47% | +0.01% | -2.30% | |
| 33 | MU | Micron Technology Inc | 股票-科技 | 0.46% | +1.57% | +17.27% | |
| 34 | SPGI | S&p Global Inc | 股票-金融 | 0.44% | -0.11% | -9.12% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.10% | +0.27% | |
| 36 | CNM | Core & Main Inc-class A | 股票-工業 | 0.42% | -0.01% | +415.09% | |
| 37 | OC | Owens Corning | 股票-工業 | 0.41% | +0.01% | -4.23% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.40% | +0.01% | +2.49% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | -0.13% | -3.78% | |
| 40 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.39% | +0.04% | +7.63% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.38% | -0.05% | +19.73% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | -0.04% | +6.52% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.24% | +0.54% | |
| 44 | ATKR | Atkore Inc | 股票-其他 | 0.37% | — | -1.43% | |
| 45 | NFLX | Netflix Inc | 股票-通訊服務 | 0.37% | -0.02% | -1.03% | |
| 46 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.36% | — | -15.44% | |
| 47 | INTU | Intuit Inc | 股票-科技 | 0.36% | -0.16% | -3.42% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | -0.20% | +194.32% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | +0.21% | +1.26% | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.33% | +0.05% | +6.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -2.36% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +0.5% | +8.51% | 加碼 |
| 3 | CNM | Core & Main Inc-class A | +0.4% | +415.09% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +0.86% | 加碼 |
| 5 | DHI | Dr Horton Inc | +0.2% | +295.16% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.2% | +11.78% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.2% | -6.04% | 減碼 |
| 8 | MU | Micron Technology Inc | +0.2% | +17.27% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.1% | +0.15% | 加碼 |
| 10 | WDAY | Workday Inc-class A | +0.1% | +205.36% | 加碼 |
| 11 | XYL | Xylem Inc | +0.1% | +100.05% | 加碼 |
| 12 | HD | Home Depot Inc | +0.1% | +18.87% | 加碼 |
| 13 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +105.62% | 加碼 |
| 14 | NVT | nVent Electric plc | +0.1% | +304.51% | 加碼 |
| 15 | EHC | Encompass Health CORP | +0.1% | +75.70% | 加碼 |
| 16 | AMAT | Applied Materials Inc | +0.1% | -1.58% | 減碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +66.95% | 加碼 |
| 18 | ABBV | Abbvie Inc | +0.1% | +23.21% | 加碼 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +19.73% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | +14.83% | 加碼 |
| 21 | CL | Colgate-palmolive Co | +0.1% | +139.52% | 加碼 |
| 22 | FBIN | Fortune Brands Innovations I | +0.1% | +276.48% | 加碼 |
| 23 | FLUT | Flutter Entertainment plc | +0.1% | NEW | 新建倉 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +2.45% | 加碼 |
| 25 | C | Citigroup Inc | +0.1% | +20.84% | 加碼 |
| 26 | ZTS | Zoetis Inc | +0.1% | +97.15% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +0.39% | 加碼 |
| 28 | URI | United Rentals Inc | +0.1% | -2.30% | 減碼 |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -1.72% | 減碼 |
| 30 | LIN | Linde plc | 0% | +2.03% | 加碼 |
| 31 | CRM | Salesforce Inc | 0% | +2.07% | 加碼 |
| 32 | NFLX | Netflix Inc | 0% | -1.03% | 減碼 |
| 33 | QCOM | Qualcomm Inc | 0% | +2.49% | 加碼 |
| 34 | V | Visa Inc-class A Shares | 0% | -0.09% | 減碼 |
| 35 | ALC | Alcon Inc. | -0.1% | -0.21% | 減碼 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.67% | 減碼 |
| 37 | TD | Toronto-dominion Bank | -0.1% | -32.78% | 減碼 |
| 38 | COP | Conocophillips | -0.1% | -32.61% | 減碼 |
| 39 | LULU | Lululemon Athletica Inc | -0.1% | -10.13% | 減碼 |
| 40 | PFE | Pfizer Inc | -0.1% | -19.38% | 減碼 |
| 41 | BIIB | Biogen Inc | -0.1% | -55.51% | 減碼 |
| 42 | CARR | Carrier Global CORP | -0.1% | -30.23% | 減碼 |
| 43 | WM | Waste Management Inc | -0.1% | -38.79% | 減碼 |
| 44 | GILD | Gilead Sciences Inc | -0.2% | -20.31% | 減碼 |
| 45 | AWK | American Water Works Co Inc | -0.2% | -61.47% | 減碼 |
| 46 | UBS | UBS Group AG | -0.2% | +5.66% | 加碼 |
| 47 | ADBE | Adobe Inc | -0.3% | -11.27% | 減碼 |
| 48 | LOGI | Logitech International S.A. | -0.3% | -16.10% | 減碼 |
| 49 | TSLA | Tesla Inc | -0.5% | -7.17% | 減碼 |
| 50 | AAPL | Apple Inc | -1% | -0.16% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Zurcher Kantonalbank 在 Q1 2024 季度的美股持倉總市值約為 US$522.0億，共申報了 2706 個公開持股部位。
在 Q1 2024 季度，Zurcher Kantonalbank 按市值排列的前三大核心持股分別為：MSFT (5.6%)、UBS (5.2%)、AAPL (4.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.6% 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
FLUT
市值: US$1934.5萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$14.1億
在 Q1 2024 季度中，Zurcher Kantonalbank 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 27 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 FLUT。
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。