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。
CIK: 0001573876
申报总市值
US$88.3亿
US$88.3亿
1453 檔
6.4%
Advisory Services Network, LLC 在 Q1 2024 季度的美股仓位总计估值为 US$88.3亿,分散于 1453 个持仓标的之中,反映其市场参与广度与投资规模。
在 Q1 2024 期间,Advisory Services Network, LLC 的持仓组合保持高度稳定,未出现显著的大幅增减仓操作,显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面,Advisory Services Network, LLC 的前 5 大核心持股(包含 AAPL, IVV, MSFT 等)合计占整体申报市值的 6.4%,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 1453 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 | AAPL | Apple Inc | 股票-科技 | 3.11% | -0.05% | -0.43% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.62% | +0.13% | -2.67% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.12% | +7.91% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.34% | +0.03% | +15.59% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.03% | +0.03% | +4.16% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.51% | +0.11% | -7.27% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.45% | +0.32% | +1.10% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.08% | +0.04% | -9.80% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.07% | -0.06% | -14.21% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.97% | -0.09% | -2.17% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | +0.07% | +5.14% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.12% | -1.14% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | +0.02% | +1.99% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | +18.56% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | +0.05% | -3.11% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | +0.08% | +5.09% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.24% | -2.79% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | +0.08% | -1.19% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 0.56% | +0.02% | +0.69% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | +0.03% | +4.66% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.54% | +0.01% | +20.58% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | -0.02% | -14.49% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | -0.03% | +5.61% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.15% | +0.65% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.51% | +0.03% | -2.83% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.01% | +12.74% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.48% | -0.02% | -1.58% | |
| 28 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.47% | +0.13% | +192.98% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | -0.03% | +11.27% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | +0.01% | +2.14% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.46% | -0.03% | -10.00% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.44% | +0.03% | +387.40% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.43% | +0.07% | +13.11% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.43% | +0.01% | +6.40% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.42% | +0.03% | -4.81% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | +0.01% | +2.33% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | -0.04% | +18.86% | |
| 38 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 0.41% | — | +0.08% | |
| 39 | TSLA | Tesla Inc | 股票-周期性消费 | 0.40% | -0.01% | -6.37% | |
| 40 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.40% | +0.04% | -0.97% | |
| 41 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.39% | — | +2.28% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | -0.03% | +6.22% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.38% | -0.01% | +1.14% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.38% | -0.10% | -13.42% | |
| 45 | FXR | First Trust Indst/producers | ETF-其他 | 0.38% | — | EXIT | |
| 46 | PWR | Quanta Services Inc | 股票-工业 | 0.38% | +0.13% | -6.93% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.36% | +0.02% | +13.90% | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.36% | -0.01% | +1.96% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.36% | -0.03% | +2.21% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.35% | +0.02% | +5.62% |
根据 SEC 官方 Form 13F 申报备案,Advisory Services Network, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$88.3亿,共申报了 1453 个公开持股仓位。
在 Q1 2024 季度,Advisory Services Network, LLC 按市值排列的前三大核心持股分别为:AAPL (3.1%)、IVV (2.6%)、MSFT (2.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.1% 的权重。
在 Q1 2024 季度中,Advisory Services Network, LLC 的持仓组合维持高度稳定,未出现大规模调仓操作。
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。
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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。