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: 0001900409
申报总市值
US$2.7亿
US$2.7亿
95 檔
17.4%
截至 Q1 2024 季度末，Agate Pass Investment Management, LLC 的美股持仓估值约为 US$2.7亿，全数申报仓位共有 95 档。
在 Q1 2024 期间，Agate Pass Investment Management, 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，Agate Pass Investment Management, LLC 的前 5 大核心持股（包含 ABBV, VB, MSFT 等）合计占整体申报市值的 17.4%，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 | ABBV | Abbvie Inc | 股票-医疗保健 | 5.86% | -0.67% | +6.01% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.78% | +0.29% | +5.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.14% | -0.36% | -0.21% | |
| 4 | ABT | Abbott Laboratories | 股票-医疗保健 | 4.33% | -0.31% | +2.59% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.16% | -0.01% | +2.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.77% | +0.24% | +0.56% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.61% | +0.08% | -5.36% | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.52% | +0.01% | -38.17% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.34% | -0.12% | +74.95% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.29% | +0.47% | +0.06% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | -0.16% | -2.13% | |
| 12 | CPAY | Corpay Inc | 股票-科技 | 2.11% | +0.06% | — | |
| 13 | FISV | Fiserv Inc | 股票-其他 | 2.04% | -0.03% | -1.24% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.83% | -0.04% | -3.80% | |
| 15 | DHR | Danaher CORP | 股票-医疗保健 | 1.82% | -0.10% | -0.11% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.82% | -0.12% | +2.12% | |
| 17 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.81% | -0.17% | +0.50% | |
| 18 | HUBB | Hubbell Inc | 股票-工业 | 1.80% | -0.04% | -2.34% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.71% | +0.22% | +10.62% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.55% | -0.03% | +4.21% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.52% | +0.66% | +23.20% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.51% | -0.25% | +5.98% | |
| 23 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.45% | -0.02% | +6.05% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.38% | -0.08% | +5.16% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.26% | +0.02% | -5.02% | |
| 26 | WRB | Wr Berkley CORP | 股票-金融 | 1.23% | -0.03% | -0.73% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | -0.40% | -1.03% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.14% | -0.25% | -2.64% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.14% | +0.55% | +1.20% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.13% | -0.04% | -21.57% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.09% | +0.04% | +10.48% | |
| 32 | PLD | Prologis Inc | 股票-房地产 | 1.06% | -0.07% | +1.06% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 1.02% | +0.33% | +5.76% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.95% | -0.11% | EXIT | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | -0.05% | +4.16% | |
| 36 | MDT | Medtronic plc | 股票-医疗保健 | 0.93% | -0.28% | +5.18% | |
| 37 | ENB | Enbridge Inc | 股票-能源 | 0.84% | -0.11% | +1.53% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.82% | -0.09% | +30.27% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.80% | -0.32% | +5.14% | |
| 40 | CPRT | Copart Inc | 股票-工业 | 0.79% | -0.07% | — | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.77% | -0.27% | +3.87% | |
| 42 | AFL | Aflac Inc | 股票-金融 | 0.71% | -0.03% | -4.86% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.04% | — | |
| 44 | SYY | Sysco CORP | 股票-非周期性消费 | 0.67% | +0.01% | +2.98% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | +0.21% | — | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.66% | +0.86% | +0.59% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.65% | +0.03% | -2.52% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.63% | -0.05% | -2.53% | |
| 49 | LIN | Linde plc | 股票-原材料 | 0.59% | -0.01% | -1.45% | |
| 50 | AMGN | Amgen Inc | 股票-医疗保健 | 0.59% | -0.06% | +1.04% |
根据 SEC 官方 Form 13F 申报备案，Agate Pass Investment Management, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$2.7亿，共申报了 95 个公开持股仓位。
在 Q1 2024 季度，Agate Pass Investment Management, LLC 按市值排列的前三大核心持股分别为：ABBV (5.9%)、VB (5.8%)、MSFT (5.1%)。其中最大持股仓位 ABBV 占据整体投资组合约 5.9% 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。
在 Q1 2024 季度中，Agate Pass Investment Management, 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。
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。