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
2646 檔
16.5%
Zurcher Kantonalbank 在 Q4 2024 季度的美股部位總計估值為 US$522.0億，分散於 2646 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2024 數據顯示 Zurcher Kantonalbank 積極進場，新開立 3 個部位並同步加碼 112 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Zurcher Kantonalbank 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合計佔整體申報市值的 16.5%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
BLK
市值: US$6703.8萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$5809.7萬
僅顯示前 200 大持股（共 2646 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 | 5.97% | -0.01% | +4.03% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.59% | -0.20% | +2.44% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.91% | -1.08% | -0.16% | |
| 4 | UBS | UBS Group AG | 股票-金融 | 4.48% | +0.54% | -10.41% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.63% | +0.11% | +3.29% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.19% | +0.32% | -7.30% | |
| 7 | ALC | Alcon Inc. | 股票-醫療保健 | 2.16% | -0.26% | +3.56% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.03% | +0.14% | -0.03% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.76% | -0.19% | +7.36% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.71% | -0.27% | +20.49% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.37% | -0.06% | +17.11% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.31% | +28.95% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.13% | +0.24% | +1.22% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | +0.06% | +5.98% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | -0.04% | +17.66% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.86% | +0.06% | -4.51% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.77% | +0.05% | +18.78% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 0.67% | -0.08% | +27.64% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.05% | +1.75% | |
| 20 | LOGI | Logitech International S.A. | 股票-科技 | 0.61% | -0.01% | +5.97% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.14% | +4.61% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 0.53% | +0.16% | -4.40% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.51% | -0.20% | +5.24% | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.13% | -4.42% | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 0.49% | -0.11% | +7.37% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | -0.10% | +4.59% | |
| 27 | LIN | Linde plc | 股票-原物料 | 0.49% | -0.02% | -11.47% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | -0.13% | +5.29% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.09% | +141.18% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.40% | -0.01% | +9.16% | |
| 31 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.39% | +0.05% | -7.72% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.38% | -0.15% | -6.59% | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.38% | +0.02% | +4.26% | |
| 34 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.37% | -0.22% | +66.43% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.36% | -0.06% | +27.84% | |
| 36 | QCOM | Qualcomm Inc | 股票-科技 | 0.36% | +0.01% | +6.31% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.36% | -0.02% | -20.76% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | +0.21% | +6.98% | |
| 39 | CME | Cme Group Inc | 股票-金融 | 0.35% | -0.04% | +266.21% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | +0.10% | +51.99% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.34% | -0.04% | -13.86% | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.33% | — | — | |
| 43 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.33% | -0.16% | +1.63% | |
| 44 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.33% | -0.14% | -20.89% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.33% | -0.09% | +10.97% | |
| 46 | OC | Owens Corning | 股票-工業 | 0.31% | +0.01% | +2.72% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.31% | — | +1.41% | |
| 48 | INTU | Intuit Inc | 股票-科技 | 0.31% | -0.16% | +2.17% | |
| 49 | GE | General Electric | 股票-工業 | 0.31% | +0.05% | +47.33% | |
| 50 | ECL | Ecolab Inc | 股票-原物料 | 0.30% | -0.01% | +23.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.8% | +20.49% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.5% | +3.29% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.5% | -0.03% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +2.44% | 加碼 |
| 5 | AAPL | Apple Inc | +0.4% | +4.03% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +28.95% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +17.11% | 加碼 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +141.18% | 加碼 |
| 9 | CME | Cme Group Inc | +0.3% | +266.21% | 加碼 |
| 10 | CRM | Salesforce Inc | +0.2% | +27.64% | 加碼 |
| 11 | APH | Amphenol Corp-cl A | +0.2% | +335.51% | 加碼 |
| 12 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 13 | EWBC | East West Bancorp Inc | +0.2% | +1667.71% | 加碼 |
| 14 | GILD | Gilead Sciences Inc | +0.2% | +66.43% | 加碼 |
| 15 | V | Visa Inc-class A Shares | +0.1% | +5.98% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.1% | +18.78% | 加碼 |
| 17 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 18 | SPOT | Spotify Technology S.A. | +0.1% | +4110.32% | 加碼 |
| 19 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +51.99% | 加碼 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +7.36% | 加碼 |
| 22 | PG | Procter & Gamble Co/the | +0.1% | +17.66% | 加碼 |
| 23 | WM | Waste Management Inc | +0.1% | +52.34% | 加碼 |
| 24 | CVX | Chevron CORP | +0.1% | +45.96% | 加碼 |
| 25 | NOW | Servicenow Inc | +0.1% | +4.26% | 加碼 |
| 26 | GE | General Electric | +0.1% | +47.33% | 加碼 |
| 27 | PYPL | Paypal Holdings Inc | +0.1% | +53.96% | 加碼 |
| 28 | ISRG | Intuitive Surgical Inc | +0.1% | +24.49% | 加碼 |
| 29 | WFC | Wells Fargo & Co | +0.1% | +11.96% | 加碼 |
| 30 | LOW | Lowe's Cos Inc | +0.1% | +74.04% | 加碼 |
| 31 | AMP | Ameriprise Financial Inc | +0.1% | +99.82% | 加碼 |
| 32 | JBL | Jabil Inc | +0.1% | +129.88% | 加碼 |
| 33 | DFSEUR | Discover Financial Services | +0.1% | +91.16% | 加碼 |
| 34 | WMT | Walmart Inc | +0.1% | +5.24% | 加碼 |
| 35 | BAC | Bank Of America CORP | +0.1% | +4.59% | 加碼 |
| 36 | MCD | Mcdonald's CORP | +0.1% | +27.84% | 加碼 |
| 37 | EQIX | Equinix Inc | +0.1% | +20.73% | 加碼 |
| 38 | HPE | Hewlett Packard Enterprise | +0.1% | +96.07% | 加碼 |
| 39 | COP | Conocophillips | +0.1% | +42.23% | 加碼 |
| 40 | EQR | Equity Residential | +0.1% | +119.76% | 加碼 |
| 41 | TEAM | Atlassian Corp-cl A | +0.1% | +193.49% | 加碼 |
| 42 | AVY | Avery Dennison CORP | +0.1% | +411.27% | 加碼 |
| 43 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.48% | 減碼 |
| 44 | MSCI | Msci Inc | +0.1% | +92.82% | 加碼 |
| 45 | SHOP | Shopify Inc - Class A | +0.1% | +12.28% | 加碼 |
| 46 | FLUT | Flutter Entertainment plc | +0.1% | +182.53% | 加碼 |
| 47 | CLX | Clorox Company | +0.1% | +202.54% | 加碼 |
| 48 | DINO | Hf Sinclair CORP | +0.1% | +1445.14% | 加碼 |
| 49 | ILMN | Illumina Inc | 0% | +148.01% | 加碼 |
| 50 | CVE | Cenovus Energy Inc | 0% | +273.36% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Zurcher Kantonalbank 在 Q4 2024 季度的美股持倉總市值約為 US$522.0億，共申報了 2646 個公開持股部位。
在 Q4 2024 季度，Zurcher Kantonalbank 按市值排列的前三大核心持股分別為：AAPL (6.0%)、NVDA (5.6%)、MSFT (4.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 的權重。
在 Q4 2024 季度中，Zurcher Kantonalbank 共進行了 199 項持倉異動，包含新建倉 3 個部位、加碼 112 個部位、減碼 78 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。
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。
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。