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
2640 檔
15.0%
在 Q2 2024 申報期間，Zurcher Kantonalbank（CIK: 0001368163）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$522.0億，共持有 2640 個公開申報部位。
Zurcher Kantonalbank 於 Q2 2024 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 30 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AAPL）累計市值佔比達 15.0%，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 2640 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 | 5.86% | -1.08% | +5.98% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.69% | -0.20% | +932.39% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.30% | -0.01% | +5.83% | |
| 4 | UBS | UBS Group AG | 股票-金融 | 5.17% | +0.54% | +11.35% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.40% | +0.11% | +9.27% | |
| 6 | ALC | Alcon Inc. | 股票-醫療保健 | 2.48% | -0.26% | +4.41% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.38% | +0.32% | +4.15% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.58% | -0.19% | +8.10% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.49% | +0.14% | +11.13% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.48% | +0.24% | +2.75% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | -0.06% | +9.97% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | +0.06% | +1.57% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.96% | +0.06% | -3.24% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.31% | +6.12% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 0.85% | -0.27% | +5.00% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | -0.05% | +17.98% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.15% | -0.77% | |
| 18 | LOGI | Logitech International S.A. | 股票-科技 | 0.74% | -0.01% | -0.25% | |
| 19 | LIN | Linde plc | 股票-原物料 | 0.67% | -0.02% | -4.98% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.59% | -0.01% | -10.47% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | -0.04% | +8.18% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.14% | +9.58% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.58% | -0.14% | -13.67% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.55% | +0.16% | +4.19% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 0.53% | -0.02% | +86.42% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | +0.05% | +5.79% | |
| 27 | MU | Micron Technology Inc | 股票-科技 | 0.51% | +1.57% | +8.03% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.13% | +3.85% | |
| 29 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.50% | -0.07% | +86.61% | |
| 30 | SNPS | Synopsys Inc | 股票-科技 | 0.49% | -0.05% | -9.85% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | -0.13% | +8.01% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.46% | -0.15% | -12.75% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +1.13% | +68.72% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.46% | +0.01% | +4.39% | |
| 35 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.45% | +0.04% | +18.46% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | -0.10% | +8.60% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.44% | -0.08% | +7.62% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.42% | -0.09% | -28.83% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.40% | -0.20% | +8.52% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.40% | -0.11% | -7.44% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.39% | -0.05% | +13.14% | |
| 42 | URI | United Rentals Inc | 股票-工業 | 0.39% | +0.01% | +0.68% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.38% | -0.04% | +4.83% | |
| 44 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.37% | +0.05% | +15.29% | |
| 45 | INTU | Intuit Inc | 股票-科技 | 0.37% | -0.16% | +7.41% | |
| 46 | OC | Owens Corning | 股票-工業 | 0.37% | +0.01% | -7.84% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.36% | +0.09% | -30.01% | |
| 48 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.33% | — | -2.76% | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.33% | +0.15% | +18.03% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | +0.21% | +8.52% |
| # | 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% | +932.39% | 加碼 |
| 2 | AAPL | Apple Inc | +0.9% | +5.83% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.15% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +1402446.15% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.3% | +11.13% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +9.27% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.3% | +5.98% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +9.97% | 加碼 |
| 9 | AMGN | Amgen Inc | +0.3% | +86.42% | 加碼 |
| 10 | REGN | Regeneron Pharmaceuticals | +0.2% | +86.61% | 加碼 |
| 11 | LLY | Eli Lilly & Co | +0.1% | +2.75% | 加碼 |
| 12 | AMD | Advanced Micro Devices | +0.1% | +68.72% | 加碼 |
| 13 | ECL | Ecolab Inc | +0.1% | +87.01% | 加碼 |
| 14 | NXT | Nextpower Inc-cl A | +0.1% | +1800.54% | 加碼 |
| 15 | PWR | Quanta Services Inc | +0.1% | +232.41% | 加碼 |
| 16 | TEL | TE Connectivity plc | +0.1% | +437.46% | 加碼 |
| 17 | ALC | Alcon Inc. | +0.1% | +4.41% | 加碼 |
| 18 | BKNG | Booking Holdings Inc | +0.1% | +46.29% | 加碼 |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | +70.54% | 加碼 |
| 20 | TSLA | Tesla Inc | +0.1% | +5.00% | 加碼 |
| 21 | MPWR | Monolithic Power Systems Inc | +0.1% | +67.02% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +8.10% | 加碼 |
| 23 | BSX | Boston Scientific CORP | +0.1% | +59.86% | 加碼 |
| 24 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 25 | XOM | Exxon Mobil CORP | +0.1% | +17.98% | 加碼 |
| 26 | COST | Costco Wholesale CORP | +0.1% | +8.01% | 加碼 |
| 27 | ELV | Elevance Health Inc | +0.1% | +18.46% | 加碼 |
| 28 | QCOM | Qualcomm Inc | +0.1% | +4.39% | 加碼 |
| 29 | MU | Micron Technology Inc | +0.1% | +8.03% | 加碼 |
| 30 | WMT | Walmart Inc | +0.1% | +8.52% | 加碼 |
| 31 | AMAT | Applied Materials Inc | 0% | -0.77% | 減碼 |
| 32 | UBS | UBS Group AG | -0.1% | +11.35% | 加碼 |
| 33 | ALB | Albemarle CORP | -0.1% | -60.38% | 減碼 |
| 34 | NXPI | NXP Semiconductors N.V. | -0.1% | -46.73% | 減碼 |
| 35 | MDT | Medtronic plc | -0.1% | -34.11% | 減碼 |
| 36 | LULU | Lululemon Athletica Inc | -0.1% | -48.40% | 減碼 |
| 37 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | -44.60% | 減碼 |
| 38 | KEYS | Keysight Technologies In | -0.1% | -87.90% | 減碼 |
| 39 | GILD | Gilead Sciences Inc | -0.1% | -34.85% | 減碼 |
| 40 | LIN | Linde plc | -0.1% | -4.98% | 減碼 |
| 41 | CNC | Centene CORP | -0.1% | -57.84% | 減碼 |
| 42 | FTNT | Fortinet Inc | -0.2% | -40.87% | 減碼 |
| 43 | TXN | Texas Instruments Inc | -0.2% | -58.96% | 減碼 |
| 44 | WDAY | Workday Inc-class A | -0.2% | -56.34% | 減碼 |
| 45 | ADBE | Adobe Inc | -0.2% | -28.83% | 減碼 |
| 46 | CVX | Chevron CORP | -0.2% | -39.89% | 減碼 |
| 47 | CNM | Core & Main Inc-class A | -0.2% | -26.46% | 減碼 |
| 48 | ATKR | Atkore Inc | -0.2% | -20.19% | 減碼 |
| 49 | TMO | Thermo Fisher Scientific Inc | -0.2% | -13.67% | 減碼 |
| 50 | MRK | Merck & Co. Inc. | -0.2% | -30.01% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Zurcher Kantonalbank 在 Q2 2024 季度的美股持倉總市值約為 US$522.0億，共申報了 2640 個公開持股部位。
在 Q2 2024 季度，Zurcher Kantonalbank 按市值排列的前三大核心持股分別為：MSFT (5.9%)、NVDA (5.7%)、AAPL (5.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.9% 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
GEV
市值: US$2171.4萬
本季最大獲利了結 / 清倉標的
LIN
前期市值: US$2.3億
在 Q2 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 30 個部位、減碼 19 個部位以及清倉 0 個部位。 其中最大新建倉標的為 GEV。
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。