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
2649 檔
15.7%
截至 Q3 2024 季度末，Zurcher Kantonalbank 的美股持倉估值約為 US$522.0億，全數申報部位共有 2649 檔。
觀察 Q3 2024 的申報異動，Zurcher Kantonalbank 採取了強勁的買進策略，建倉與加碼動作（合計 139 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, UBS, MSFT）占據了總市值的 15.7%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2649 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 | 5.57% | -0.01% | +3.99% | |
| 2 | UBS | UBS Group AG | 股票-金融 | 5.27% | +0.54% | +6.08% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.24% | -1.08% | +1.53% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.15% | -0.20% | +0.76% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.12% | +0.11% | +4.09% | |
| 6 | ALC | Alcon Inc. | 股票-醫療保健 | 2.57% | -0.26% | +1.04% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.16% | +0.32% | +9.06% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.68% | -0.19% | +2.40% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.58% | +0.14% | +977.52% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.34% | +0.24% | +1.01% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.09% | +0.06% | +7.79% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.07% | -0.06% | -1.74% | |
| 13 | TSLA | Tesla Inc | 股票-循環性消費 | 0.96% | -0.27% | -6.63% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.06% | -8.61% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.31% | +4.77% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.80% | -0.04% | +39.79% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.05% | +4.24% | |
| 18 | LIN | Linde plc | 股票-原物料 | 0.66% | -0.02% | -0.27% | |
| 19 | LOGI | Logitech International S.A. | 股票-科技 | 0.65% | -0.01% | +3.80% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | +0.05% | +18.64% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 0.61% | +0.15% | +0.73% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | -0.14% | +0.41% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.60% | +0.16% | +0.89% | |
| 24 | AMGN | Amgen Inc | 股票-醫療保健 | 0.59% | -0.02% | +18.29% | |
| 25 | ACN | Accenture plc | 股票-科技 | 0.56% | -0.13% | +4.58% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.52% | -0.14% | -13.61% | |
| 27 | SPGI | S&p Global Inc | 股票-金融 | 0.50% | -0.11% | +17.88% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.47% | -0.04% | +19.92% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | -0.13% | +4.40% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.46% | -0.20% | +4.51% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.45% | -0.08% | +5.01% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.45% | +1.13% | +5.29% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.10% | +8.96% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.44% | -0.01% | -17.67% | |
| 35 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.44% | -0.07% | -3.53% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.43% | -0.15% | -3.37% | |
| 37 | URI | United Rentals Inc | 股票-工業 | 0.42% | +0.01% | -5.46% | |
| 38 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.41% | +0.05% | +1.63% | |
| 39 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.41% | +0.04% | +3.38% | |
| 40 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.40% | -0.05% | +0.52% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.39% | +0.01% | +10.20% | |
| 42 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.37% | -0.02% | +21.27% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.36% | -0.09% | +1.16% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | +0.21% | +4.32% | |
| 45 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.36% | +0.01% | -7.71% | |
| 46 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.35% | +0.15% | +1.01% | |
| 47 | OC | Owens Corning | 股票-工業 | 0.33% | +0.01% | -3.60% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.33% | +0.09% | +6.82% | |
| 49 | XLF | Ss Financial Select Sector | ETF-其他 | 0.32% | — | +241218500.00% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.32% | — | -0.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +0.3% | +241218500.00% | 加碼 |
| 2 | AAPL | Apple Inc | +0.3% | +3.99% | 加碼 |
| 3 | HUBB | Hubbell Inc | +0.2% | +268.33% | 加碼 |
| 4 | PG | Procter & Gamble Co/the | +0.2% | +39.79% | 加碼 |
| 5 | VRT | Vertiv Holdings Co-a | +0.2% | +297.16% | 加碼 |
| 6 | PHM | Pultegroup Inc | +0.2% | +357.08% | 加碼 |
| 7 | TTEK | Tetra Tech Inc | +0.2% | +1883.24% | 加碼 |
| 8 | BSX | Boston Scientific CORP | +0.1% | +79.12% | 加碼 |
| 9 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | +7.79% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.1% | -6.63% | 減碼 |
| 12 | MA | Mastercard Inc - A | +0.1% | +18.64% | 加碼 |
| 13 | CDNS | Cadence Design Sys Inc | +0.1% | +273.31% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +2.40% | 加碼 |
| 15 | SPGI | S&p Global Inc | +0.1% | +17.88% | 加碼 |
| 16 | UBS | UBS Group AG | +0.1% | +6.08% | 加碼 |
| 17 | ALC | Alcon Inc. | +0.1% | +1.04% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | +977.52% | 加碼 |
| 19 | KO | Coca-cola Co/the | +0.1% | +19.92% | 加碼 |
| 20 | PGR | Progressive CORP | +0.1% | +46.09% | 加碼 |
| 21 | TMUS | T-mobile US Inc | +0.1% | +21.27% | 加碼 |
| 22 | BRKR | Bruker CORP | +0.1% | +1933.18% | 加碼 |
| 23 | ADSK | Autodesk Inc | +0.1% | +66.89% | 加碼 |
| 24 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 25 | AMGN | Amgen Inc | +0.1% | +18.29% | 加碼 |
| 26 | WMT | Walmart Inc | +0.1% | +4.51% | 加碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +148.84% | 加碼 |
| 28 | ACN | Accenture plc | +0.1% | +4.58% | 加碼 |
| 29 | HD | Home Depot Inc | +0.1% | +0.89% | 加碼 |
| 30 | T | At&t Inc | +0.1% | +15.68% | 加碼 |
| 31 | NOW | Servicenow Inc | +0.1% | +14.26% | 加碼 |
| 32 | DHI | Dr Horton Inc | +0.1% | -7.71% | 減碼 |
| 33 | NXT | Nextpower Inc-cl A | +0.1% | +88.11% | 加碼 |
| 34 | AMT | American Tower CORP | +0.1% | +31.31% | 加碼 |
| 35 | HPQ | Hp Inc | +0.1% | +70.94% | 加碼 |
| 36 | MET | Metlife Inc | +0.1% | +20.59% | 加碼 |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +187.88% | 加碼 |
| 38 | FTV | Fortive CORP | +0.1% | +113.32% | 加碼 |
| 39 | FFIV | F5 Inc | +0.1% | +245.96% | 加碼 |
| 40 | BNY | Bank Of New York Mellon CORP | 0% | +1.63% | 加碼 |
| 41 | KMI | Kinder Morgan, Inc. | 0% | +68.63% | 加碼 |
| 42 | GILD | Gilead Sciences Inc | 0% | +9.57% | 加碼 |
| 43 | FTNT | Fortinet Inc | 0% | +9.62% | 加碼 |
| 44 | CM | Can Imperial Bk Of Commerce | 0% | +51.09% | 加碼 |
| 45 | CTRA | Coterra Energy Inc | 0% | +395.35% | 加碼 |
| 46 | 6D8 | Dupont De Nemours Inc | 0% | +74.71% | 加碼 |
| 47 | BNS | Bank Of Nova Scotia | 0% | +40.71% | 加碼 |
| 48 | PNC | Pnc Financial Services Group | 0% | +37.14% | 加碼 |
| 49 | EME | Emcor Group Inc | 0% | +243.28% | 加碼 |
| 50 | VICI | Vici Properties Inc | 0% | +68.74% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Zurcher Kantonalbank 在 Q3 2024 季度的美股持倉總市值約為 US$522.0億，共申報了 2649 個公開持股部位。
在 Q3 2024 季度，Zurcher Kantonalbank 按市值排列的前三大核心持股分別為：AAPL (5.6%)、UBS (5.3%)、MSFT (5.2%)。其中最大持股部位 AAPL 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
TEL
市值: US$4872.4萬
本季最大獲利了結 / 清倉標的
FERG
前期市值: US$5101.0萬
在 Q3 2024 季度中，Zurcher Kantonalbank 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 135 個部位、減碼 59 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TEL。 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。