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: 0001853401
申报总市值
US$6.7亿
US$6.7亿
118 檔
15.4%
根据最新整理的 13F 季度数据集，Advocate Group LLC 于 Q3 2024 结束时的管理资产规模为 US$6.7亿。该机构在本季度申报了 118 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Advocate Group LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 43 个既有持股进行加仓（合计增持 43 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Advocate Group LLC 的前 5 大核心持股（包含 GIS, VEA, ABBV 等）合计占整体申报市值的 15.4%，反映机构在主要关键仓位上的权重分布。
| # | 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 | GIS | General Mills Inc | 股票-非周期性消费 | 7.17% | -0.39% | +15.06% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.34% | +0.26% | +5.67% | |
| 3 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.77% | +0.27% | +0.38% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 2.63% | +0.10% | +0.81% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.62% | +0.01% | +2.87% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | +0.08% | -7.38% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.02% | +0.09% | -6.01% | |
| 8 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.98% | -0.41% | +5.13% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.93% | +0.41% | +3.06% | |
| 10 | ENB | Enbridge Inc | 股票-能源 | 1.79% | -0.16% | +4.27% | |
| 11 | DUK | Duke Energy CORP | 股票-公用事业 | 1.78% | -0.08% | +1.14% | |
| 12 | PFE | Pfizer Inc | 股票-医疗保健 | 1.73% | -0.13% | +3.78% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | +0.01% | +0.94% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | -0.14% | +1.78% | |
| 15 | UPS | United Parcel Service-cl B | 股票-工业 | 1.69% | +0.04% | +3.96% | |
| 16 | UL | Unilever PLC | 股票-非周期性消费 | 1.67% | — | +0.38% | |
| 17 | MDT | Medtronic plc | 股票-医疗保健 | 1.66% | -0.02% | +4.70% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.66% | -0.03% | +2.99% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.62% | -0.25% | +4.32% | |
| 20 | TGT | Target CORP | 股票-周期性消费 | 1.62% | -0.25% | +1.82% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.62% | -0.58% | +1.97% | |
| 22 | MS | Morgan Stanley | 股票-金融 | 1.59% | +0.14% | +1.88% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.57% | -0.08% | +2.35% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 1.55% | +0.08% | +2.89% | |
| 25 | SO | Southern Co/the | 股票-公用事业 | 1.54% | +0.16% | +0.28% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.51% | +0.26% | +4.48% | |
| 27 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.51% | -0.12% | +2.05% | |
| 28 | D | Dominion Energy Inc | 股票-公用事业 | 1.44% | +0.07% | +2.10% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.43% | -0.11% | +2.01% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 1.41% | +0.13% | +1.33% | |
| 31 | CMI | Cummins Inc | 股票-工业 | 1.36% | -0.01% | +0.84% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 1.35% | +0.05% | +3.24% | |
| 33 | EVRG | Evergy Inc | 股票-公用事业 | 1.35% | -0.15% | +4.34% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.29% | -0.19% | +2.14% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 1.27% | +0.27% | +1.86% | |
| 36 | PSA | Public Storage | 股票-房地产 | 1.25% | +0.20% | -1.11% | |
| 37 | CB | Chubb Limited | 股票-金融 | 1.24% | — | +4.25% | |
| 38 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.20% | — | +1.34% | |
| 39 | NTR | Nutrien LTD | 股票-原材料 | 1.17% | -0.33% | +1.72% | |
| 40 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 1.06% | — | +3.71% | |
| 41 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.05% | +0.08% | +12.43% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 1.04% | -0.18% | +3.07% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.02% | -0.07% | -4.96% | |
| 44 | BCE | Bce Inc | 股票-通信服务 | 0.95% | — | +0.56% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.94% | +0.09% | +6.67% | |
| 46 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.92% | +0.40% | +1.69% | |
| 47 | BP | Bp Plc-spons Adr | 股票-能源 | 0.89% | -0.28% | +2.04% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.87% | -0.07% | +1.21% | |
| 49 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.86% | -0.45% | +2.57% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.86% | — | +2.46% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | +1.2% | +15.06% | 加仓 |
| 2 | IBM | Intl Business Machines CORP | +0.4% | +0.81% | 加仓 |
| 3 | MCD | Mcdonald's CORP | +0.2% | +4.32% | 加仓 |
| 4 | BMY | Bristol-myers Squibb Co | +0.2% | +2.14% | 加仓 |
| 5 | HD | Home Depot Inc | +0.2% | +4.48% | 加仓 |
| 6 | PSA | Public Storage | +0.1% | -1.11% | 减仓 |
| 7 | EVRG | Evergy Inc | +0.1% | +4.34% | 加仓 |
| 8 | GILD | Gilead Sciences Inc | +0.1% | +1.34% | 加仓 |
| 9 | ENB | Enbridge Inc | +0.1% | +4.27% | 加仓 |
| 10 | MDT | Medtronic plc | +0.1% | +4.70% | 加仓 |
| 11 | ABBV | Abbvie Inc | +0.1% | +0.38% | 加仓 |
| 12 | D | Dominion Energy Inc | +0.1% | +2.10% | 加仓 |
| 13 | UL | Unilever PLC | +0.1% | +0.38% | 加仓 |
| 14 | CAT | Caterpillar Inc | +0.1% | +1.86% | 加仓 |
| 15 | CCI | Crown Castle Inc | +0.1% | +7.51% | 加仓 |
| 16 | DUK | Duke Energy CORP | +0.1% | +1.14% | 加仓 |
| 17 | CMI | Cummins Inc | +0.1% | +0.84% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +3.06% | 加仓 |
| 19 | SO | Southern Co/the | +0.1% | +0.28% | 加仓 |
| 20 | CB | Chubb Limited | +0.1% | +4.25% | 加仓 |
| 21 | NEE | Nextera Energy Inc | +0.1% | +1.21% | 加仓 |
| 22 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +17.11% | 加仓 |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.67% | 加仓 |
| 24 | VZ | Verizon Communications Inc | +0.1% | +5.13% | 加仓 |
| 25 | GPK | Graphic Packaging Holding Co | +0.1% | +3.71% | 加仓 |
| 26 | SCHR | Schwab Intermediate-term US | +0.1% | +12.43% | 加仓 |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | +2.46% | 加仓 |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +6.67% | 加仓 |
| 29 | JNJ | Johnson & Johnson | 0% | +1.78% | 加仓 |
| 30 | PLD | Prologis Inc | 0% | +2.22% | 加仓 |
| 31 | MA | Mastercard Inc - A | 0% | +3.47% | 加仓 |
| 32 | WMT | Walmart Inc | 0% | -1.00% | 减仓 |
| 33 | UNP | Union Pacific CORP | 0% | +2.89% | 加仓 |
| 34 | WPC | Wp Carey Inc | 0% | -0.54% | 减仓 |
| 35 | AVB | Avalonbay Communities Inc | — | +1.69% | 加仓 |
| 36 | SCCO | Southern Copper CORP | 0% | +2.97% | 加仓 |
| 37 | MS | Morgan Stanley | 0% | +1.88% | 加仓 |
| 38 | PG | Procter & Gamble Co/the | 0% | +2.99% | 加仓 |
| 39 | TXN | Texas Instruments Inc | -0.1% | +1.33% | 加仓 |
| 40 | VV | Vanguard Large-cap ETF | -0.1% | +2.87% | 加仓 |
| 41 | PFE | Pfizer Inc | -0.1% | +3.78% | 加仓 |
| 42 | TGT | Target CORP | -0.1% | +1.82% | 加仓 |
| 43 | GE | General Electric | -0.1% | EXIT | 清仓 |
| 44 | JPM | Jpmorgan Chase & Co | -0.1% | +0.94% | 加仓 |
| 45 | AMAT | Applied Materials Inc | -0.1% | -2.99% | 减仓 |
| 46 | ENTG | Entegris Inc | -0.2% | -49.50% | 减仓 |
| 47 | BP | Bp Plc-spons Adr | -0.2% | +2.04% | 加仓 |
| 48 | MRK | Merck & Co. Inc. | -0.3% | +2.35% | 加仓 |
| 49 | SCHW | Schwab (charles) CORP | -0.3% | +2.01% | 加仓 |
| 50 | MSFT | Microsoft CORP | -0.5% | -7.38% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Advocate Group LLC 在 Q3 2024 季度的美股持仓总市值约为 US$6.7亿，共申报了 118 个公开持股仓位。
在 Q3 2024 季度，Advocate Group LLC 按市值排列的前三大核心持股分别为：GIS (7.2%)、VEA (3.3%)、ABBV (2.8%)。其中最大持股仓位 GIS 占据整体投资组合约 7.2% 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。
本季最大获利了结 / 清仓标的
GE
前期市值: US$48.2万
在 Q3 2024 季度中，Advocate Group LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 43 个仓位、减仓 6 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 GE。
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。