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: 0001127799
申報總市值
US$144.1億
US$144.1億
233 檔
22.8%
在 Q4 2024 申報期間，Zurich Insurance Group Ltd/FI（CIK: 0001127799）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$144.1億，共持有 233 個公開申報部位。
觀察 Q4 2024 的資金脈絡，Zurich Insurance Group Ltd/FI 在獲利結算 35 檔個股的同時，將資本重新部署至 56 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 AAPL, NVDA, MSFT）累計市值佔比達 22.8%，是驅動 Zurich Insurance Group Ltd/FI 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 233 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 | 6.66% | -0.17% | -0.04% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.90% | +0.10% | +1.08% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.41% | -1.10% | -6.70% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.41% | +0.35% | +22.71% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.39% | +0.60% | +5.67% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.08% | -0.17% | +0.66% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.42% | +0.18% | +3.80% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 2.11% | +0.04% | +41.62% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.04% | +0.32% | +0.63% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 1.53% | — | +110.87% | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 1.44% | -0.71% | +10.87% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.33% | +0.16% | -13.06% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.29% | +0.48% | -3.08% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.29% | -0.08% | -6.14% | |
| 15 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.28% | -0.13% | EXIT | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.27% | +0.43% | +24.26% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | -0.02% | -4.56% | |
| 18 | CLH | Clean Harbors Inc | 股票-工業 | 0.98% | — | +21.67% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 0.96% | +0.12% | — | |
| 20 | PM | Philip Morris International | 股票-非循環性消費 | 0.92% | +0.04% | +2.02% | |
| 21 | CRH | CRH plc | 股票-原物料 | 0.92% | -0.05% | -8.56% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | +0.07% | +19.44% | |
| 23 | AXON | Axon Enterprise Inc | 股票-工業 | 0.86% | — | -26.75% | |
| 24 | UNM | Unum Group | 股票-金融 | 0.86% | +0.11% | — | |
| 25 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.86% | +0.23% | — | |
| 26 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.84% | +0.59% | NEW | |
| 27 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 0.84% | -0.12% | EXIT | |
| 28 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.82% | -0.05% | EXIT | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.79% | +0.50% | -28.96% | |
| 30 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.79% | — | — | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.78% | -0.04% | -37.31% | |
| 32 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.74% | +0.55% | NEW | |
| 33 | APO | Apollo Global Management Inc | 股票-金融 | 0.73% | -0.12% | +12.43% | |
| 34 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.70% | — | — | |
| 35 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.69% | — | +89.53% | |
| 36 | KKR | Kkr & Co Inc | 股票-金融 | 0.69% | +0.10% | NEW | |
| 37 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.68% | -0.06% | +232.09% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.56% | +146.29% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.65% | -0.23% | EXIT | |
| 40 | ET | Energy Transfer LP | 股票-能源 | 0.65% | -0.04% | — | |
| 41 | RMD | Resmed Inc | 股票-醫療保健 | 0.63% | -0.01% | -11.53% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.29% | -40.70% | |
| 43 | FISV | Fiserv Inc | 股票-其他 | 0.62% | — | +17.91% | |
| 44 | MRVL | Marvell Technology Inc | 股票-科技 | 0.61% | — | — | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.61% | +0.10% | +11.69% | |
| 46 | SYF | Synchrony Financial | 股票-金融 | 0.61% | — | +0.43% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.59% | +0.62% | -1.20% | |
| 48 | PCG | P G & E CORP | 股票-公用事業 | 0.59% | — | +272.47% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.59% | +0.04% | +41.94% | |
| 50 | WDAY | Workday Inc-class A | 股票-科技 | 0.56% | — | -16.18% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.2% | +22.71% | 加碼 |
| 2 | TSLA | Tesla Inc | +1.1% | +41.62% | 加碼 |
| 3 | WFC | Wells Fargo & Co | +1% | NEW | 新建倉 |
| 4 | CRM | Salesforce Inc | +0.9% | +110.87% | 加碼 |
| 5 | UNM | Unum Group | +0.9% | NEW | 新建倉 |
| 6 | APD | Air Products & Chemicals Inc | +0.9% | NEW | 新建倉 |
| 7 | HWM | Howmet Aerospace Inc | +0.8% | NEW | 新建倉 |
| 8 | CCL1EUR | Carnival CORP LTD | +0.8% | NEW | 新建倉 |
| 9 | BNS | Bank Of Nova Scotia | +0.8% | NEW | 新建倉 |
| 10 | ORLY | O'reilly Automotive Inc | +0.7% | NEW | 新建倉 |
| 11 | ET | Energy Transfer LP | +0.7% | NEW | 新建倉 |
| 12 | AVGO | Broadcom Inc | +0.6% | +3.80% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.6% | +5.67% | 加碼 |
| 14 | MRVL | Marvell Technology Inc | +0.6% | NEW | 新建倉 |
| 15 | BA | Boeing Co/the | +0.6% | NEW | 新建倉 |
| 16 | IBM | Intl Business Machines CORP | +0.5% | +2519.87% | 加碼 |
| 17 | FLUT | Flutter Entertainment plc | +0.5% | +869.95% | 加碼 |
| 18 | PAYC | Paycom Software Inc | +0.5% | NEW | 新建倉 |
| 19 | GILD | Gilead Sciences Inc | +0.5% | +232.09% | 加碼 |
| 20 | CTRA | Coterra Energy Inc | +0.5% | NEW | 新建倉 |
| 21 | CSCO | Cisco Systems Inc | +0.5% | +1189.12% | 加碼 |
| 22 | CMG | Chipotle Mexican Grill Inc | +0.4% | NEW | 新建倉 |
| 23 | PCG | P G & E CORP | +0.4% | +272.47% | 加碼 |
| 24 | NVDA | Nvidia CORP | +0.4% | +1.08% | 加碼 |
| 25 | HON | Honeywell International Inc | +0.4% | +2458.85% | 加碼 |
| 26 | DECK | Deckers Outdoor CORP | +0.4% | +89.53% | 加碼 |
| 27 | CVX | Chevron CORP | +0.4% | +146.29% | 加碼 |
| 28 | NFLX | Netflix Inc | +0.4% | +10.87% | 加碼 |
| 29 | DIS | Walt Disney Co/the | +0.4% | NEW | 新建倉 |
| 30 | RCL | Royal Caribbean Cruises Ltd. | +0.4% | NEW | 新建倉 |
| 31 | HUBS | Hubspot Inc | +0.4% | NEW | 新建倉 |
| 32 | ETN | Eaton Corporation plc | +0.3% | NEW | 新建倉 |
| 33 | DDOG | Datadog Inc - Class A | +0.3% | NEW | 新建倉 |
| 34 | BAC | Bank Of America CORP | +0.3% | +24.26% | 加碼 |
| 35 | ULTA | Ulta Beauty Inc | +0.3% | NEW | 新建倉 |
| 36 | SW | Smurfit Westrock Plc | +0.3% | +44.93% | 加碼 |
| 37 | SPOT | Spotify Technology S.A. | +0.3% | NEW | 新建倉 |
| 38 | COP | Conocophillips | +0.3% | NEW | 新建倉 |
| 39 | T | At&t Inc | +0.3% | NEW | 新建倉 |
| 40 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 41 | AEM | Agnico Eagle Mines LTD | +0.2% | NEW | 新建倉 |
| 42 | AAPL | Apple Inc | +0.2% | -0.04% | 減碼 |
| 43 | BSX | Boston Scientific CORP | +0.2% | +18.00% | 加碼 |
| 44 | APO | Apollo Global Management Inc | +0.2% | +12.43% | 加碼 |
| 45 | GS | Goldman Sachs Group Inc | +0.2% | +41.94% | 加碼 |
| 46 | JPM | Jpmorgan Chase & Co | +0.2% | +19.44% | 加碼 |
| 47 | C | Citigroup Inc | +0.2% | NEW | 新建倉 |
| 48 | TRV | Travelers Cos Inc/the | +0.2% | NEW | 新建倉 |
| 49 | BMY | Bristol-myers Squibb Co | +0.2% | +707.03% | 加碼 |
| 50 | EQIX | Equinix Inc | +0.2% | +121.41% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Zurich Insurance Group Ltd/FI 在 Q4 2024 季度的美股持倉總市值約為 US$144.1億，共申報了 233 個公開持股部位。
在 Q4 2024 季度，Zurich Insurance Group Ltd/FI 按市值排列的前三大核心持股分別為：AAPL (6.7%)、NVDA (5.9%)、MSFT (5.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
WFC
市值: US$1.2億
本季最大獲利了結 / 清倉標的
TDG
前期市值: US$1.3億
在 Q4 2024 季度中，Zurich Insurance Group Ltd/FI 共進行了 196 項持倉異動，包含新建倉 56 個部位、加碼 47 個部位、減碼 58 個部位以及清倉 35 個部位。 其中最大新建倉標的為 WFC。 本季清倉部位包含 TDG。
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。