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: 0001767080
申报总市值
US$15.4亿
US$15.4亿
141 檔
13.7%
在 Q4 2024 申报期间，Abundance Wealth Counselors（CIK: 0001767080）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$15.4亿，共持有 141 个公开申报仓位。
在 Q4 2024，Abundance Wealth Counselors 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 19 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Abundance Wealth Counselors 的前 5 大核心持股（包含 IVV, IEFA, PCT 等）合计占整体申报市值的 13.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
BEPC
市值: US$147.5万
本季最大获利了结 / 清仓标的
BEPC
前期市值: US$167.8万
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 25.64% | -2.58% | -0.21% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.44% | -0.35% | +0.16% | |
| 3 | PCT | Purecycle Technologies Inc | 股票-其他 | 6.02% | +6.98% | -49.74% | |
| 4 | IQLT | Ishares Msci International Q | ETF-其他 | 4.35% | -0.18% | -0.74% | |
| 5 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 3.63% | -0.01% | +1.77% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.11% | -0.15% | +3.04% | |
| 7 | SUB | Ishares Short-term National | ETF-其他 | 2.79% | -0.07% | +18.21% | |
| 8 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 2.57% | -0.18% | -0.09% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.53% | -0.12% | +0.13% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.44% | -0.16% | +4.33% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | -0.26% | +2.53% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.54% | -0.10% | +1.12% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.45% | -0.12% | -2.48% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | +0.03% | +0.64% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.24% | -0.06% | +6.65% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.05% | -0.06% | +1.25% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | -0.09% | -2.71% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.26% | +3.53% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 0.72% | +0.01% | -2.88% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.06% | +0.41% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.65% | -0.04% | +6.78% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | +0.07% | +1.95% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 0.63% | -0.17% | +8.76% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.63% | +0.02% | +1.07% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.62% | -0.01% | — | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.01% | +2.55% | |
| 27 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.56% | -0.05% | -0.62% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.52% | -0.13% | -6.32% | |
| 29 | MCK | Mckesson CORP | 股票-医疗保健 | 0.51% | -0.14% | +0.15% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.50% | -0.05% | +4.80% | |
| 31 | OVBC | Ohio Valley Banc CORP | 股票-其他 | 0.50% | — | — | |
| 32 | FISV | Fiserv Inc | 股票-其他 | 0.50% | -0.02% | -1.79% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.15% | -2.77% | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 0.45% | -0.04% | -0.53% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.45% | -0.04% | +294.91% | |
| 36 | PWR | Quanta Services Inc | 股票-工业 | 0.44% | +0.01% | -1.41% | |
| 37 | PRU | Prudential Financial Inc | 股票-金融 | 0.44% | -0.10% | +1.67% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.02% | +3.62% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.40% | -0.01% | +0.13% | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.39% | -0.11% | +1.79% | |
| 41 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.39% | — | -0.92% | |
| 42 | TFC | Truist Financial CORP | 股票-金融 | 0.39% | — | +1.65% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | -0.06% | +2.35% | |
| 44 | EXC | Exelon CORP | 股票-公用事业 | 0.38% | -0.06% | +6.44% | |
| 45 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.36% | -0.04% | -0.61% | |
| 46 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.36% | — | +0.91% | |
| 47 | DE | Deere & Co | 股票-工业 | 0.35% | -0.02% | -4.38% | |
| 48 | PLD | Prologis Inc | 股票-房地产 | 0.35% | +0.01% | NEW | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.34% | -0.07% | +5.99% | |
| 50 | ROP | Roper Technologies Inc | 股票-科技 | 0.33% | -0.05% | -0.78% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.7% | -0.21% | 减仓 |
| 2 | SUB | Ishares Short-term National | +0.5% | +18.21% | 加仓 |
| 3 | AAPL | Apple Inc | +0.4% | +3.04% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | +4.33% | 加仓 |
| 5 | HDV | Ishares Core High Dividend E | +0.3% | +294.91% | 加仓 |
| 6 | BEPC | Brookfield Renewable CORP | +0.3% | NEW | 新建仓 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +6.65% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.64% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.2% | +6.78% | 加仓 |
| 10 | TSLA | Tesla Inc | +0.2% | +4.80% | 加仓 |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.2% | NEW | 新建仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | 新建仓 |
| 13 | LRCX | Lam Research CORP | +0.2% | NEW | 新建仓 |
| 14 | NFLX | Netflix Inc | +0.2% | +8.76% | 加仓 |
| 15 | BP | Bp Plc-spons Adr | +0.2% | NEW | 新建仓 |
| 16 | PFE | Pfizer Inc | +0.2% | NEW | 新建仓 |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | 新建仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +0.41% | 加仓 |
| 19 | ACWI | Ishares Msci Acwi ETF | +0.1% | NEW | 新建仓 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +2.55% | 加仓 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +1.95% | 加仓 |
| 22 | MCK | Mckesson CORP | +0.1% | +0.15% | 加仓 |
| 23 | FISV | Fiserv Inc | +0.1% | -1.79% | 减仓 |
| 24 | ALCO | Alico Inc | +0.1% | NEW | 新建仓 |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | 新建仓 |
| 26 | ABBV | Abbvie Inc | 0% | +1.07% | 加仓 |
| 27 | IXUS | Ishares Core Intl Stock ETF | 0% | — | 不变 |
| 28 | TMO | Thermo Fisher Scientific Inc | 0% | +0.52% | 加仓 |
| 29 | NUE | Nucor CORP | -0.1% | -0.49% | 减仓 |
| 30 | XTEAX | Tortoise Sust&social Imp Ter | -0.1% | -13.18% | 减仓 |
| 31 | HASI | Ha Sustainable Infrastructur | -0.1% | +2.11% | 加仓 |
| 32 | CWEN | Clearway Energy Inc-c | -0.1% | -12.89% | 减仓 |
| 33 | ARE | Alexandria Real Estate Equit | -0.1% | -4.50% | 减仓 |
| 34 | KHC | Kraft Heinz Co/the | -0.1% | -10.96% | 减仓 |
| 35 | TTEN | Totalenergies Se -spon Adr | -0.1% | -7.90% | 减仓 |
| 36 | VZ | Verizon Communications Inc | -0.1% | -6.32% | 减仓 |
| 37 | TMDX | Transmedics Group Inc | -0.1% | +10.56% | 加仓 |
| 38 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | +1.77% | 加仓 |
| 39 | AMGN | Amgen Inc | -0.1% | -0.53% | 减仓 |
| 40 | CCI | Crown Castle Inc | -0.1% | -18.02% | 减仓 |
| 41 | XIFR | Xplr Infrastructure LP | -0.1% | -3.22% | 减仓 |
| 42 | KLG | Wk Kellogg Co | -0.2% | EXIT | 清仓 |
| 43 | SWK | Stanley Black & Decker Inc | -0.2% | EXIT | 清仓 |
| 44 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清仓 |
| 45 | ✓ | Atlantica Sustainable Infr P | -0.2% | EXIT | 清仓 |
| 46 | IQLT | Ishares Msci International Q | -0.3% | -0.74% | 减仓 |
| 47 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | +0.16% | 加仓 |
| 48 | BEPC | Brookfield Renewable Corporation | -0.4% | EXIT | 清仓 |
| 49 | GBDC | Golub Capital Bdc Inc | -0.4% | -68.80% | 减仓 |
| 50 | PCT | Purecycle Technologies Inc | -4.5% | -49.74% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Abundance Wealth Counselors 在 Q4 2024 季度的美股持仓总市值约为 US$15.4亿，共申报了 141 个公开持股仓位。
在 Q4 2024 季度，Abundance Wealth Counselors 按市值排列的前三大核心持股分别为：IVV (25.6%)、IEFA (6.4%)、PCT (6.0%)。其中最大持股仓位 IVV 占据整体投资组合约 25.6% 的权重。
在 Q4 2024 季度中，Abundance Wealth Counselors 共进行了 49 项持仓异动，包含新建仓 10 个仓位、加仓 19 个仓位、减仓 15 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 BEPC。 本季清仓仓位包含 BEPC。
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。
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。
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。