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
115 檔
14.1%
在 Q4 2024 申报期间，Advocate Group LLC（CIK: 0001853401）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$6.7亿，共持有 115 个公开申报仓位。
Advocate Group LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 21 档持股的同时，亦同步清仓 1 档并减仓 25 档标的。
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, VV 等）合计占整体申报市值的 14.1%，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 | 6.28% | -0.39% | -2.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.40% | +0.26% | +8.17% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.95% | +0.01% | +5.72% | |
| 4 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.61% | +0.27% | +0.84% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.37% | +0.10% | -12.90% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.29% | +0.09% | +1.72% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.26% | +0.41% | +1.61% | |
| 8 | ENB | Enbridge Inc | 股票-能源 | 2.01% | -0.16% | +3.58% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | +0.08% | -4.17% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | +0.01% | -1.64% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 1.91% | +0.14% | -4.21% | |
| 12 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.90% | -0.41% | +3.94% | |
| 13 | UPS | United Parcel Service-cl B | 股票-工业 | 1.77% | +0.04% | +9.09% | |
| 14 | EMR | Emerson Electric Co | 股票-工业 | 1.72% | +0.05% | +8.25% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.71% | -0.58% | +3.64% | |
| 16 | PFE | Pfizer Inc | 股票-医疗保健 | 1.71% | -0.13% | +3.82% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.69% | -0.11% | -0.18% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.67% | -0.25% | +4.07% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.66% | -0.14% | +5.49% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.65% | -0.03% | -1.31% | |
| 21 | MDT | Medtronic plc | 股票-医疗保健 | 1.61% | -0.02% | +4.81% | |
| 22 | TGT | Target CORP | 股票-周期性消费 | 1.56% | -0.25% | +6.50% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.55% | -0.19% | +5.78% | |
| 24 | DUK | Duke Energy CORP | 股票-公用事业 | 1.54% | -0.08% | -10.71% | |
| 25 | EVRG | Evergy Inc | 股票-公用事业 | 1.54% | -0.15% | +10.80% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.52% | -0.08% | +6.44% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 1.51% | +0.26% | +0.18% | |
| 28 | CMI | Cummins Inc | 股票-工业 | 1.48% | -0.01% | -2.36% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 1.48% | +0.08% | -0.72% | |
| 30 | SO | Southern Co/the | 股票-公用事业 | 1.44% | +0.16% | -1.47% | |
| 31 | D | Dominion Energy Inc | 股票-公用事业 | 1.40% | +0.07% | +0.66% | |
| 32 | UL | Unilever PLC | 股票-非周期性消费 | 1.40% | — | -7.82% | |
| 33 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.38% | — | +0.95% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.37% | -0.12% | -4.64% | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 1.29% | +0.13% | -3.48% | |
| 36 | CB | Chubb Limited | 股票-金融 | 1.24% | — | +0.36% | |
| 37 | CAT | Caterpillar Inc | 股票-工业 | 1.19% | +0.27% | -2.67% | |
| 38 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 1.16% | — | +14.52% | |
| 39 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.14% | +0.08% | +117.70% | |
| 40 | NTR | Nutrien LTD | 股票-原材料 | 1.12% | -0.33% | -1.18% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.06% | -5.84% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | -0.07% | -4.02% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 1.04% | -0.18% | +11.28% | |
| 44 | PSA | Public Storage | 股票-房地产 | 1.03% | +0.20% | -3.03% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.95% | +0.09% | +4.95% | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.93% | -0.32% | +6.84% | |
| 47 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.91% | +0.40% | -2.06% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.87% | +0.03% | +6.37% | |
| 49 | BP | Bp Plc-spons Adr | 股票-能源 | 0.85% | -0.28% | -2.15% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.83% | +0.13% | +12.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KR | Kroger Co | +0.8% | NEW | 新建仓 |
| 2 | EMR | Emerson Electric Co | +0.4% | +8.25% | 加仓 |
| 3 | CSCO | Cisco Systems Inc | +0.3% | +1.61% | 加仓 |
| 4 | VV | Vanguard Large-cap ETF | +0.3% | +5.72% | 加仓 |
| 5 | MS | Morgan Stanley | +0.3% | -4.21% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -1.64% | 减仓 |
| 7 | AAPL | Apple Inc | +0.3% | +1.72% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.3% | -5.84% | 减仓 |
| 9 | BMY | Bristol-myers Squibb Co | +0.3% | +5.78% | 加仓 |
| 10 | SCHW | Schwab (charles) CORP | +0.3% | -0.18% | 减仓 |
| 11 | ENB | Enbridge Inc | +0.2% | +3.58% | 加仓 |
| 12 | EVRG | Evergy Inc | +0.2% | +10.80% | 加仓 |
| 13 | GILD | Gilead Sciences Inc | +0.2% | +0.95% | 加仓 |
| 14 | MA | Mastercard Inc - A | +0.1% | +6.37% | 加仓 |
| 15 | TSLA | Tesla Inc | +0.1% | — | 不变 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | 新建仓 |
| 17 | PG | Procter & Gamble Co/the | 0% | -1.31% | 减仓 |
| 18 | PFE | Pfizer Inc | 0% | +3.82% | 加仓 |
| 19 | JNJ | Johnson & Johnson | 0% | +5.49% | 加仓 |
| 20 | D | Dominion Energy Inc | 0% | +0.66% | 加仓 |
| 21 | MSFT | Microsoft CORP | -0.1% | -4.17% | 减仓 |
| 22 | MDT | Medtronic plc | -0.1% | +4.81% | 加仓 |
| 23 | MRK | Merck & Co. Inc. | -0.1% | +6.44% | 加仓 |
| 24 | NTR | Nutrien LTD | -0.1% | -1.18% | 减仓 |
| 25 | ARE | Alexandria Real Estate Equit | -0.1% | +6.65% | 加仓 |
| 26 | TGT | Target CORP | -0.1% | +6.50% | 加仓 |
| 27 | NKE | Nike Inc -cl B | -0.1% | +1.80% | 加仓 |
| 28 | UNP | Union Pacific CORP | -0.1% | -0.72% | 减仓 |
| 29 | VZ | Verizon Communications Inc | -0.1% | +3.94% | 加仓 |
| 30 | CAT | Caterpillar Inc | -0.1% | -2.67% | 减仓 |
| 31 | WPC | Wp Carey Inc | -0.1% | -0.21% | 减仓 |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -0.44% | 减仓 |
| 33 | AMAT | Applied Materials Inc | -0.1% | -5.56% | 减仓 |
| 34 | SO | Southern Co/the | -0.1% | -1.47% | 减仓 |
| 35 | PLD | Prologis Inc | -0.1% | +1.11% | 加仓 |
| 36 | NEE | Nextera Energy Inc | -0.1% | -1.85% | 减仓 |
| 37 | LYB | LyondellBasell Industries N.V. | -0.1% | +9.04% | 加仓 |
| 38 | TD | Toronto-dominion Bank | -0.1% | EXIT | 清仓 |
| 39 | TXN | Texas Instruments Inc | -0.1% | -3.48% | 减仓 |
| 40 | CCI | Crown Castle Inc | -0.1% | -2.20% | 减仓 |
| 41 | KMB | Kimberly-clark CORP | -0.1% | -4.64% | 减仓 |
| 42 | ABBV | Abbvie Inc | -0.2% | +0.84% | 加仓 |
| 43 | SCCO | Southern Copper CORP | -0.2% | -4.21% | 减仓 |
| 44 | PSA | Public Storage | -0.2% | -3.03% | 减仓 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -29.49% | 减仓 |
| 46 | DUK | Duke Energy CORP | -0.2% | -10.71% | 减仓 |
| 47 | IBM | Intl Business Machines CORP | -0.3% | -12.90% | 减仓 |
| 48 | UL | Unilever PLC | -0.3% | -7.82% | 减仓 |
| 49 | BCE | Bce Inc | -0.3% | -2.67% | 减仓 |
| 50 | GIS | General Mills Inc | -0.9% | -2.33% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Advocate Group LLC 在 Q4 2024 季度的美股持仓总市值约为 US$6.7亿，共申报了 115 个公开持股仓位。
在 Q4 2024 季度，Advocate Group LLC 按市值排列的前三大核心持股分别为：GIS (6.3%)、VEA (3.4%)、VV (3.0%)。其中最大持股仓位 GIS 占据整体投资组合约 6.3% 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
KR
市值: US$400.4万
本季最大获利了结 / 清仓标的
TD
前期市值: US$59.9万
在 Q4 2024 季度中，Advocate Group LLC 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 21 个仓位、减仓 25 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 KR。 本季清仓仓位包含 TD。
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。