13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001907281
申报总市值
US$1.6亿
US$1.6亿
705 檔
10.9%
在 Q3 2024 申报期间，1620 Investment Advisors, Inc.（CIK: 0001907281）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.6亿，共持有 705 个公开申报仓位。
在 Q3 2024，1620 Investment Advisors, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，1620 Investment Advisors, Inc. 的前 5 大核心持股（包含 , IEF, 等）合计占整体申报市值的 10.9%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 705 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | 股票-其他 | 3.07% | — | +2.09% | ||
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.51% | -0.19% | +0.69% | |
| 3 | ✓ | 股票-其他 | 2.48% | — | — | ||
| 4 | ✓ | 股票-其他 | 2.48% | — | +0.76% | ||
| 5 | TY | Tri-continental CORP | 股票-其他 | 2.11% | -0.05% | -1.64% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.07% | -0.19% | -1.05% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.62% | +0.01% | +0.47% | |
| 8 | ✓ | 股票-其他 | 1.61% | — | -15.28% | ||
| 9 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.57% | -0.33% | -3.96% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 1.54% | -0.09% | -10.58% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.52% | +0.63% | +3.88% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.02% | -13.09% | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.43% | +0.40% | +1.32% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.41% | -0.13% | -0.33% | |
| 15 | ✓ | Ssga Active ETF Tr Spdr Double | ETF-其他 | 1.20% | — | -2.38% | |
| 16 | ✓ | 股票-其他 | 1.08% | — | -9.47% | ||
| 17 | ✓ | 股票-其他 | 1.05% | — | -4.71% | ||
| 18 | ✓ | 股票-其他 | 1.04% | — | +0.70% | ||
| 19 | ✓ | 股票-其他 | 1.03% | — | +1.20% | ||
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.95% | -0.12% | -3.11% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.93% | -0.05% | -0.61% | |
| 22 | ✓ | 股票-其他 | 0.93% | — | -2.18% | ||
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | -0.03% | -0.58% | |
| 24 | ✓ | 股票-其他 | 0.84% | — | -1.49% | ||
| 25 | CVX | Chevron CORP | 股票-能源 | 0.84% | -0.34% | -7.49% | |
| 26 | ✓ | John Hancock Preferred Income ETF | ETF-其他 | 0.83% | — | +2.86% | |
| 27 | GLW | Corning Inc | 股票-科技 | 0.81% | +0.40% | +0.22% | |
| 28 | ✓ | 股票-其他 | 0.76% | — | -16.38% | ||
| 29 | ✓ | 股票-其他 | 0.75% | — | -40.76% | ||
| 30 | ✓ | Powell Industries, Inc. | 股票-其他 | 0.75% | — | -13.66% | |
| 31 | ✓ | 股票-其他 | 0.73% | — | -0.31% | ||
| 32 | SO | Southern Co/the | 股票-公用事业 | 0.72% | -0.12% | -0.45% | |
| 33 | MCHP | Microchip Technology Inc | 股票-科技 | 0.67% | +0.02% | -7.79% | |
| 34 | ✓ | 股票-其他 | 0.65% | — | -7.47% | ||
| 35 | ✓ | 股票-其他 | 0.63% | — | -0.07% | ||
| 36 | ✓ | 股票-其他 | 0.63% | — | -26.42% | ||
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 0.63% | — | -3.52% | |
| 38 | ✓ | 股票-其他 | 0.62% | — | -3.23% | ||
| 39 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.60% | -0.03% | -1.16% | |
| 40 | ✓ | 股票-其他 | 0.60% | — | +0.45% | ||
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.02% | -28.67% | |
| 42 | ✓ | 股票-其他 | 0.57% | — | -0.36% | ||
| 43 | ✓ | Invesco Preferred ETF | ETF-其他 | 0.56% | — | -1.28% | |
| 44 | ✓ | 股票-其他 | 0.55% | — | +2.55% | ||
| 45 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.54% | -0.08% | -0.35% | |
| 46 | ✓ | Tortoise Energy Infrastructure | 股票-其他 | 0.54% | — | -6.95% | |
| 47 | RPM | Rpm International Inc | 股票-原材料 | 0.54% | +0.02% | +0.16% | |
| 48 | ✓ | RenaissanceRe Holdings Ltd Pfd F | 股票-其他 | 0.54% | — | +0.77% | |
| 49 | ✓ | 股票-其他 | 0.53% | — | +2.35% | ||
| 50 | ✓ | 股票-其他 | 0.51% | — | -29.02% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +2.5% | — | 不变 | |
| 2 | ✓ | +0.6% | -26.42% | 减仓 | |
| 3 | ✓ | Ha Sustainable Infrastructure | +0.3% | +175.30% | 加仓 |
| 4 | HAS | Hasbro Inc | +0.2% | NEW | 新建仓 |
| 5 | GD | General Dynamics CORP | +0.2% | +79.33% | 加仓 |
| 6 | VFC | Vf CORP | +0.2% | +152.56% | 加仓 |
| 7 | BNS | Bank Of Nova Scotia | +0.2% | +1702.22% | 加仓 |
| 8 | ✓ | Powell Industries, Inc. | +0.2% | -13.66% | 减仓 |
| 9 | IBM | Intl Business Machines CORP | +0.2% | -0.58% | 减仓 |
| 10 | ✓ | +0.1% | +23.97% | 加仓 | |
| 11 | ✓ | +0.1% | +2.55% | 加仓 | |
| 12 | ✓ | Marvell Technologies, inc. | +0.1% | NEW | 新建仓 |
| 13 | ✓ | +0.1% | -4.71% | 减仓 | |
| 14 | ✓ | +0.1% | -0.36% | 减仓 | |
| 15 | ✓ | +0.1% | NEW | 新建仓 | |
| 16 | EFA | Ishares Msci Eafe ETF | +0.1% | +1314.00% | 加仓 |
| 17 | AAPL | Apple Inc | +0.1% | +0.47% | 加仓 |
| 18 | GLW | Corning Inc | +0.1% | +0.22% | 加仓 |
| 19 | BBY | Best Buy Co Inc | +0.1% | +0.57% | 加仓 |
| 20 | ✓ | +0.1% | +90.90% | 加仓 | |
| 21 | SO | Southern Co/the | +0.1% | -0.45% | 减仓 |
| 22 | ✓ | +0.1% | +2.35% | 加仓 | |
| 23 | ✓ | +0.1% | +0.76% | 加仓 | |
| 24 | HD | Home Depot Inc | +0.1% | -3.52% | 减仓 |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +3.88% | 加仓 |
| 26 | ✓ | 0% | +2.09% | 加仓 | |
| 27 | IEF | Ishares 7-10 Year Treasury B | 0% | +0.69% | 加仓 |
| 28 | TY | Tri-continental CORP | 0% | -1.64% | 减仓 |
| 29 | ROK | Rockwell Automation Inc | -0.1% | -56.12% | 减仓 |
| 30 | EMR | Emerson Electric Co | -0.1% | -38.25% | 减仓 |
| 31 | CNI | Canadian Natl Railway Co | -0.1% | -49.49% | 减仓 |
| 32 | ADP | Automatic Data Processing | -0.1% | -40.31% | 减仓 |
| 33 | AXP | American Express Co | -0.1% | -48.44% | 减仓 |
| 34 | ✓ | Bank New York Co Inc | -0.1% | -74.77% | 减仓 |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | -21.57% | 减仓 |
| 36 | HRB | H&r Block Inc | -0.1% | -46.54% | 减仓 |
| 37 | ✓ | -0.2% | -7.47% | 减仓 | |
| 38 | ✓ | -0.2% | -58.57% | 减仓 | |
| 39 | ✓ | -0.2% | -16.38% | 减仓 | |
| 40 | CVX | Chevron CORP | -0.2% | -7.49% | 减仓 |
| 41 | HAL | Halliburton Co | -0.2% | EXIT | 清仓 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -28.67% | 减仓 |
| 43 | ✓ | -0.2% | +585.09% | 加仓 | |
| 44 | MCHP | Microchip Technology Inc | -0.2% | -7.79% | 减仓 |
| 45 | ✓ | -0.2% | -29.02% | 减仓 | |
| 46 | SUB | Ishares Short-term National | -0.3% | -10.58% | 减仓 |
| 47 | SLB | Slb LTD | -0.3% | -76.63% | 减仓 |
| 48 | ✓ | -0.3% | -15.28% | 减仓 | |
| 49 | MSFT | Microsoft CORP | -0.4% | -13.09% | 减仓 |
| 50 | ✓ | -0.5% | -40.76% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，1620 Investment Advisors, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$1.6亿，共申报了 705 个公开持股仓位。
在 Q3 2024 季度，1620 Investment Advisors, Inc. 按市值排列的前三大核心持股分别为： (3.1%)、IEF (2.5%)、 (2.5%)。其中最大持股仓位 占据整体投资组合约 3.1% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
HAS
市值: US$32.6万
本季最大获利了结 / 清仓标的
HAL
前期市值: US$24.7万
在 Q3 2024 季度中，1620 Investment Advisors, Inc. 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 17 个仓位、减仓 28 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 HAS。 本季清仓仓位包含 HAL。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。