AIA Group Ltd
- SEC CIK
- 0001522877
- 最新申報
- 2026/8/13
2023 年第 2 季到 2023 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 35 檔
- 估計 +$8,965 萬
- 加碼
- 120 檔
- 估計 +$1.72 億
- 減碼
- 79 檔
- 估計 −$1.21 億
- 清倉
- 87 檔
- 估計 −$4,846 萬
總值從 $20.7 億變成 $20.5 億（−$1,736 萬 (−0.8%)），持股從 319 檔變成 267 檔（−52）。
2023 年第 3 季全部持倉2023 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 3 季，下面灰字是 2023 年第 2 季。兩季之間拆股的股票，2023 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | 減碼– | 1,298,4081,349,058 | −50,650−3.8% | $5.58 億$6.01 億 | −$2,175 萬 | 27.2%29.1% | −1.89 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 242,400135,100 | +107,300+79.4% | $1.04 億$5,989 萬 | +$4,587 萬 | 5.1%2.9% | +2.16 |
| MSFTMicrosoft Corp | 減碼歷史 | 305,860310,537 | −4,677−1.5% | $9,658 萬$1.06 億 | −$147.7 萬 | 4.7%5.1% | −0.40 |
| iShares Core MSCI Europe ETF46434V738 | 減碼– | 1,467,3001,558,300 | −91,000−5.8% | $7,287 萬$8,201 萬 | −$451.9 萬 | 3.6%4.0% | −0.41 |
| iShares Tr464287432 | 新進– | 723,8250 | +723,825 | $6,420 萬$0 | +$6,420 萬 | 3.1%0.0% | +3.13 |
| SESea Ltd | 減碼歷史 | 1,187,0031,767,036 | −580,033−32.8% | $5,217 萬$1.03 億 | −$2,549 萬 | 2.5%5.0% | −2.42 |
| VVisa Inc. | 減碼歷史 | 181,517194,139 | −12,622−6.5% | $4,175 萬$4,610 萬 | −$290.3 萬 | 2.0%2.2% | −0.19 |
| DEDeere & Co | 加碼歷史 | 109,932108,993 | +939+0.9% | $4,149 萬$4,416 萬 | +$35.4 萬 | 2.0%2.1% | −0.11 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 755,688725,764 | +29,924+4.1% | $4,063 萬$3,755 萬 | +$160.9 萬 | 2.0%1.8% | +0.17 |
| TXNTexas Instruments Inc | 減碼歷史 | 253,503275,110 | −21,607−7.9% | $4,031 萬$4,953 萬 | −$343.6 萬 | 2.0%2.4% | −0.43 |
| NTRSNorthern Trust Corp | 加碼歷史 | 567,208564,660 | +2,548+0.5% | $3,941 萬$4,186 萬 | +$17.7 萬 | 1.9%2.0% | −0.10 |
| HDHome Depot, Inc. | 加碼歷史 | 129,893127,876 | +2,017+1.6% | $3,925 萬$3,972 萬 | +$60.9 萬 | 1.9%1.9% | −0.01 |
| J P Morgan Exchange Traded F46641Q217 | 加碼– | 675,800555,300 | +120,500+21.7% | $3,395 萬$2,862 萬 | +$605.4 萬 | 1.7%1.4% | +0.27 |
| MRKMerck & Co., Inc. | 加碼歷史 | 314,668296,570 | +18,098+6.1% | $3,240 萬$3,422 萬 | +$186.3 萬 | 1.6%1.7% | −0.08 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 467,293390,974 | +76,319+19.5% | $3,237 萬$3,688 萬 | +$528.7 萬 | 1.6%1.8% | −0.20 |
| PLDPrologis, Inc. | 減碼歷史 | 274,849283,572 | −8,723−3.1% | $3,084 萬$3,477 萬 | −$97.9 萬 | 1.5%1.7% | −0.18 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 116,628115,362 | +1,266+1.1% | $2,806 萬$2,536 萬 | +$30.5 萬 | 1.4%1.2% | +0.14 |
| PGProcter & Gamble Co | 加碼歷史 | 181,48826,512 | +154,976+584.6% | $2,647 萬$402.3 萬 | +$2,260 萬 | 1.3%0.2% | +1.10 |
| WYWeyerhaeuser Co | 減碼歷史 | 800,263987,029 | −186,766−18.9% | $2,454 萬$3,308 萬 | −$572.6 萬 | 1.2%1.6% | −0.40 |
| CLColgate Palmolive Co | 加碼歷史 | 314,621313,208 | +1,413+0.5% | $2,237 萬$2,413 萬 | +$10.0 萬 | 1.1%1.2% | −0.08 |
| PGRProgressive Corp | 加碼歷史 | 155,427148,159 | +7,268+4.9% | $2,165 萬$1,961 萬 | +$101.2 萬 | 1.1%0.9% | +0.11 |
| AAPLApple Inc. | 加碼歷史 | 115,79886,273 | +29,525+34.2% | $1,983 萬$1,673 萬 | +$505.5 萬 | 1.0%0.8% | +0.16 |
| TSLATesla, Inc. | 加碼歷史 | 75,34460,281 | +15,063+25.0% | $1,885 萬$1,578 萬 | +$376.9 萬 | 0.9%0.8% | +0.16 |
| J P Morgan Exchange Traded F46641Q233 | 不變– | 396,744396,744 | 00.0% | $1,787 萬$1,898 萬 | $0 | 0.9%0.9% | −0.05 |
| ECLEcolab Inc. | 減碼歷史 | 103,815167,524 | −63,709−38.0% | $1,759 萬$3,128 萬 | −$1,079 萬 | 0.9%1.5% | −0.66 |
| GOOGLAlphabet Inc. | 加碼歷史 | 132,449124,651 | +7,798+6.3% | $1,733 萬$1,492 萬 | +$102.0 萬 | 0.8%0.7% | +0.12 |
| NVDANVIDIA Corp | 加碼歷史 | 37,03720,470 | +16,567+80.9% | $1,611 萬$865.9 萬 | +$720.6 萬 | 0.8%0.4% | +0.37 |
| METAMeta Platforms, Inc. | 加碼歷史 | 48,03233,314 | +14,718+44.2% | $1,442 萬$956.0 萬 | +$441.8 萬 | 0.7%0.5% | +0.24 |
| AVGOBroadcom Inc. | 加碼歷史 | 17,16713,940 | +3,227+23.1% | $1,426 萬$1,209 萬 | +$268.0 萬 | 0.7%0.6% | +0.11 |
| AMZNAmazon Com Inc | 加碼歷史 | 91,24153,277 | +37,964+71.3% | $1,160 萬$694.5 萬 | +$482.6 萬 | 0.6%0.3% | +0.23 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 22,81715,106 | +7,711+51.0% | $1,150 萬$726.1 萬 | +$388.8 萬 | 0.6%0.4% | +0.21 |
| MAMastercard Inc | 減碼歷史 | 28,42031,552 | −3,132−9.9% | $1,125 萬$1,241 萬 | −$124.0 萬 | 0.5%0.6% | −0.05 |
| HTHTH World Group Ltd | 不變歷史 | 269,560269,560 | 00.0% | $1,063 萬$1,045 萬 | $0 | 0.5%0.5% | +0.01 |
| LLYEli Lilly & Co | 加碼歷史 | 17,25215,102 | +2,150+14.2% | $926.7 萬$708.3 萬 | +$115.5 萬 | 0.5%0.3% | +0.11 |
| BABAAlibaba Group Holding Ltd | 不變歷史 | 90,95890,958 | 00.0% | $789.0 萬$758.1 萬 | $0 | 0.4%0.4% | +0.02 |
| WDAYWorkday, Inc. | 加碼歷史 | 36,04931,110 | +4,939+15.9% | $774.5 萬$702.7 萬 | +$106.1 萬 | 0.4%0.3% | +0.04 |
| MELIMercadolibre Inc | 加碼歷史 | 6,0855,235 | +850+16.2% | $771.5 萬$620.1 萬 | +$107.8 萬 | 0.4%0.3% | +0.08 |
| GOOGAlphabet Inc. | 減碼歷史 | 58,35863,132 | −4,774−7.6% | $769.5 萬$763.7 萬 | −$62.9 萬 | 0.4%0.4% | +0.01 |
| J P Morgan Exchange Traded F46641Q191 | 不變– | 138,500138,500 | 00.0% | $704.0 萬$749.6 萬 | $0 | 0.3%0.4% | −0.02 |
| WMTWalmart Inc. | 減碼歷史 | 42,22748,750 | −6,523−13.4% | $675.3 萬$766.3 萬 | −$104.3 萬 | 0.3%0.4% | −0.04 |
| HCMHUTCHMED (China) Ltd | 減碼歷史 | 391,278449,253 | −57,975−12.9% | $662.8 萬$539.1 萬 | −$98.2 萬 | 0.3%0.3% | +0.06 |
| CATCaterpillar Inc | 加碼歷史 | 23,69117,293 | +6,398+37.0% | $646.8 萬$425.5 萬 | +$174.7 萬 | 0.3%0.2% | +0.11 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 43,46425,822 | +17,642+68.3% | $630.3 萬$375.6 萬 | +$255.8 萬 | 0.3%0.2% | +0.13 |
| VRTXVertex Pharmaceuticals Inc | 加碼歷史 | 17,08816,774 | +314+1.9% | $594.2 萬$590.3 萬 | +$10.9 萬 | 0.3%0.3% | 0.00 |
| SHOPShopify Inc. | 加碼歷史 | 105,82592,743 | +13,082+14.1% | $577.5 萬$599.1 萬 | +$71.4 萬 | 0.3%0.3% | −0.01 |
| COSTCostco Wholesale Corp | 加碼歷史 | 10,2209,715 | +505+5.2% | $577.4 萬$523.0 萬 | +$28.5 萬 | 0.3%0.3% | +0.03 |
| NFLXNetflix Inc | 加碼歷史 | 14,93012,672 | +2,258+17.8% | $563.8 萬$558.2 萬 | +$85.3 萬 | 0.3%0.3% | +0.01 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 10,88012,849 | −1,969−15.3% | $550.7 萬$670.4 萬 | −$99.7 萬 | 0.3%0.3% | −0.06 |
| WSOWatsco Inc | 加碼歷史 | 14,33612,037 | +2,299+19.1% | $541.5 萬$459.2 萬 | +$86.8 萬 | 0.3%0.2% | +0.04 |
| DHRDanaher Corp | 加碼歷史 | 21,53816,671 | +4,867+29.2% | $534.4 萬$400.1 萬 | +$120.8 萬 | 0.3%0.2% | +0.07 |
| VIPSVipshop Holdings Ltd | 不變歷史 | 332,804332,804 | 00.0% | $532.8 萬$549.1 萬 | $0 | 0.3%0.3% | −0.01 |
| BKRBaker Hughes Co | 加碼歷史 | 147,321125,752 | +21,569+17.2% | $520.3 萬$397.5 萬 | +$76.2 萬 | 0.3%0.2% | +0.06 |
| BKNGBooking Holdings Inc. | 加碼歷史 | 1,6591,523 | +136+8.9% | $511.6 萬$411.3 萬 | +$41.9 萬 | 0.2%0.2% | +0.05 |
| TTDTrade Desk, Inc. | 加碼歷史 | 63,02452,531 | +10,493+20.0% | $492.5 萬$405.6 萬 | +$82.0 萬 | 0.2%0.2% | +0.04 |
| CARRCarrier Global Corp | 不變歷史 | 84,95684,956 | 00.0% | $469.0 萬$422.3 萬 | $0 | 0.2%0.2% | +0.02 |
| BLKBlackRock, Inc. | 不變歷史 | 6,8546,854 | 00.0% | $443.1 萬$473.7 萬 | $0 | 0.2%0.2% | −0.01 |
| CRMSalesforce, Inc. | 加碼歷史 | 21,7429,388 | +12,354+131.6% | $440.9 萬$198.3 萬 | +$250.5 萬 | 0.2%0.1% | +0.12 |
| AMATApplied Materials Inc | 加碼歷史 | 30,88627,757 | +3,129+11.3% | $427.6 萬$401.2 萬 | +$43.3 萬 | 0.2%0.2% | +0.01 |
| WMSAdvanced Drainage Systems, Inc. | 加碼歷史 | 37,49332,943 | +4,550+13.8% | $426.8 萬$374.8 萬 | +$51.8 萬 | 0.2%0.2% | +0.03 |
| ZTSZoetis Inc. | 加碼歷史 | 24,13722,091 | +2,046+9.3% | $419.9 萬$380.4 萬 | +$35.6 萬 | 0.2%0.2% | +0.02 |
| ABTAbbott Laboratories | 減碼歷史 | 41,26247,974 | −6,712−14.0% | $399.6 萬$523.0 萬 | −$65.0 萬 | 0.2%0.3% | −0.06 |
| MDLZMondelez International, Inc. | 加碼歷史 | 57,34335,353 | +21,990+62.2% | $398.0 萬$257.9 萬 | +$152.6 萬 | 0.2%0.1% | +0.07 |
| MKTXMarketaxess Holdings Inc | 加碼歷史 | 18,35415,417 | +2,937+19.1% | $392.1 萬$403.0 萬 | +$62.7 萬 | 0.2%0.2% | 0.00 |
| CPRTCopart Inc | 減碼依 2 比 1 拆股換算歷史 | 80,684152,376 | −71,692−47.0% | $347.7 萬$694.9 萬 | −$308.9 萬 | 0.2%0.3% | −0.17 |
| SHWSherwin Williams Co | 加碼歷史 | 13,50211,981 | +1,521+12.7% | $344.4 萬$318.1 萬 | +$38.8 萬 | 0.2%0.2% | +0.01 |
| REGNRegeneron Pharmaceuticals, Inc. | 減碼歷史 | 4,1574,711 | −554−11.8% | $342.1 萬$338.5 萬 | −$45.6 萬 | 0.2%0.2% | 0.00 |
| CVXChevron Corp | 加碼歷史 | 20,2477,425 | +12,822+172.7% | $341.4 萬$116.8 萬 | +$216.2 萬 | 0.2%0.1% | +0.11 |
| NYTNew York Times Co | 加碼歷史 | 82,20454,679 | +27,525+50.3% | $338.7 萬$215.3 萬 | +$113.4 萬 | 0.2%0.1% | +0.06 |
| TJXTJX Companies Inc | 加碼歷史 | 36,92426,714 | +10,210+38.2% | $328.2 萬$226.5 萬 | +$90.7 萬 | 0.2%0.1% | +0.05 |
| SNPSSynopsys Inc | 減碼歷史 | 7,11910,491 | −3,372−32.1% | $326.7 萬$456.8 萬 | −$154.8 萬 | 0.2%0.2% | −0.06 |
| ELVElevance Health, Inc. | 加碼歷史 | 7,4687,000 | +468+6.7% | $325.2 萬$311.0 萬 | +$20.4 萬 | 0.2%0.2% | +0.01 |
| WABWestinghouse Air Brake Technologies Corp | 加碼歷史 | 30,54822,453 | +8,095+36.1% | $324.6 萬$246.2 萬 | +$86.0 萬 | 0.2%0.1% | +0.04 |
| SBUXStarbucks Corp | 加碼歷史 | 35,26628,917 | +6,349+22.0% | $321.9 萬$286.5 萬 | +$57.9 萬 | 0.2%0.1% | +0.02 |
| ISRGIntuitive Surgical Inc | 加碼歷史 | 10,89110,815 | +76+0.7% | $318.3 萬$369.8 萬 | +$2.22 萬 | 0.2%0.2% | −0.02 |
| KOCoca Cola Co | 加碼歷史 | 54,04112,886 | +41,155+319.4% | $302.5 萬$77.6 萬 | +$230.4 萬 | 0.1%<0.1% | +0.11 |
| LULUlululemon athletica inc. | 減碼歷史 | 7,8379,953 | −2,116−21.3% | $302.2 萬$376.7 萬 | −$81.6 萬 | 0.1%0.2% | −0.03 |
| ABNBAirbnb, Inc. | 加碼歷史 | 21,30515,735 | +5,570+35.4% | $292.3 萬$201.7 萬 | +$76.4 萬 | 0.1%0.1% | +0.05 |
| GEGeneral Electric Co | 加碼歷史 | 26,42924,778 | +1,651+6.7% | $292.2 萬$272.2 萬 | +$18.3 萬 | 0.1%0.1% | +0.01 |
| PFEPfizer Inc | 加碼歷史 | 88,03853,415 | +34,623+64.8% | $292.0 萬$195.9 萬 | +$114.8 萬 | 0.1%0.1% | +0.05 |
| XOMExxonMobil Holdings Corp | 新進歷史 | 24,5240 | +24,524 | $288.4 萬$0 | +$288.4 萬 | 0.1%0.0% | +0.14 |
| CPCanadian Pacific Kansas City Ltd | 加碼歷史 | 38,51233,746 | +4,766+14.1% | $286.6 萬$272.6 萬 | +$35.5 萬 | 0.1%0.1% | +0.01 |
| BMYBristol Myers Squibb Co | 加碼歷史 | 48,68639,922 | +8,764+22.0% | $282.6 萬$255.3 萬 | +$50.9 萬 | 0.1%0.1% | +0.01 |
| MNSTMonster Beverage Corp | 減碼歷史 | 52,984112,498 | −59,514−52.9% | $280.6 萬$646.2 萬 | −$315.1 萬 | 0.1%0.3% | −0.18 |
| GDDYGoDaddy Inc. | 減碼歷史 | 35,54747,622 | −12,075−25.4% | $264.8 萬$357.8 萬 | −$89.9 萬 | 0.1%0.2% | −0.04 |
| ALNYAlnylam Pharmaceuticals, Inc. | 加碼歷史 | 14,64412,594 | +2,050+16.3% | $259.3 萬$239.2 萬 | +$36.3 萬 | 0.1%0.1% | +0.01 |
| NOWServiceNow, Inc. | 加碼歷史 | 4,6293,331 | +1,298+39.0% | $258.7 萬$187.2 萬 | +$72.6 萬 | 0.1%0.1% | +0.04 |
| AXPAmerican Express Co | 加碼歷史 | 17,0384,488 | +12,550+279.6% | $254.2 萬$78.2 萬 | +$187.2 萬 | 0.1%<0.1% | +0.09 |
| SRESempra | 加碼依 2 比 1 拆股換算歷史 | 36,91232,008 | +4,904+15.3% | $251.1 萬$233.0 萬 | +$33.4 萬 | 0.1%0.1% | +0.01 |
| APHAmphenol Corp | 減碼歷史 | 29,45533,889 | −4,434−13.1% | $247.4 萬$287.9 萬 | −$37.2 萬 | 0.1%0.1% | −0.02 |
| ADBEAdobe Inc. | 新進歷史 | 4,6790 | +4,679 | $238.6 萬$0 | +$238.6 萬 | 0.1%0.0% | +0.12 |
| NKENIKE, Inc. | 加碼歷史 | 24,59720,234 | +4,363+21.6% | $235.2 萬$223.3 萬 | +$41.7 萬 | 0.1%0.1% | +0.01 |
| ARESAres Management Corp | 加碼歷史 | 22,60022,400 | +200+0.9% | $232.5 萬$215.8 萬 | +$2.06 萬 | 0.1%0.1% | +0.01 |
| BXBlackstone Inc. | 加碼歷史 | 21,40117,309 | +4,092+23.6% | $229.3 萬$160.9 萬 | +$43.8 萬 | 0.1%0.1% | +0.03 |
| WATWaters Corp | 加碼歷史 | 8,2576,985 | +1,272+18.2% | $226.4 萬$186.2 萬 | +$34.9 萬 | 0.1%0.1% | +0.02 |
| BACBank of America Corp | 加碼歷史 | 81,25367,187 | +14,066+20.9% | $222.5 萬$192.8 萬 | +$38.5 萬 | 0.1%0.1% | +0.02 |
| TCOMTrip.com Group Ltd | 加碼歷史 | 63,21352,172 | +11,041+21.2% | $221.1 萬$182.6 萬 | +$38.6 萬 | 0.1%0.1% | +0.02 |
| MSIMotorola Solutions, Inc. | 不變歷史 | 8,0878,087 | 00.0% | $220.2 萬$237.2 萬 | $0 | 0.1%0.1% | −0.01 |
| IBNIcici Bank Ltd | 不變歷史 | 94,17094,170 | 00.0% | $217.7 萬$217.3 萬 | $0 | 0.1%0.1% | 0.00 |
| COPConocoPhillips | 減碼歷史 | 18,07423,865 | −5,791−24.3% | $216.5 萬$247.3 萬 | −$69.4 萬 | 0.1%0.1% | −0.01 |
| ILMNIllumina, Inc. | 加碼歷史 | 15,45112,960 | +2,491+19.2% | $212.1 萬$243.0 萬 | +$34.2 萬 | 0.1%0.1% | −0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。