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: 0001630365
申报总市值
US$3.6亿
US$3.6亿
124 檔
19.4%
截至 Q3 2024 季度末，AIMZ Investment Advisors, LLC 的美股持仓估值约为 US$3.6亿，全数申报仓位共有 124 档。
在 Q3 2024，AIMZ Investment Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 62 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，AIMZ Investment Advisors, LLC 的前 5 大核心持股（包含 AAPL, META, MSFT 等）合计占整体申报市值的 19.4%，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 | AAPL | Apple Inc | 股票-科技 | 7.02% | +0.03% | -0.44% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.72% | -0.54% | -5.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.29% | -0.34% | -1.17% | |
| 4 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 3.56% | -0.64% | -0.75% | |
| 5 | QCOM | Qualcomm Inc | 股票-科技 | 3.43% | +0.61% | -0.71% | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 3.38% | -0.03% | -0.96% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.94% | +0.23% | — | |
| 8 | NTAP | Netapp Inc | 股票-科技 | 2.50% | +0.60% | -0.54% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.44% | +0.37% | +0.07% | |
| 10 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 2.36% | -0.38% | -2.26% | |
| 11 | CTAS | Cintas CORP | 股票-工业 | 1.94% | -0.13% | +284.66% | |
| 12 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.93% | -0.51% | -0.56% | |
| 13 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.75% | +0.17% | +0.10% | |
| 14 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.75% | — | +0.64% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.71% | -0.11% | -0.46% | |
| 16 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 1.62% | — | -0.17% | |
| 17 | INCY | Incyte CORP | 股票-医疗保健 | 1.58% | +0.14% | -0.01% | |
| 18 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.58% | -0.19% | +0.84% | |
| 19 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.55% | — | -1.05% | |
| 20 | EPAM | Epam Systems Inc | 股票-科技 | 1.54% | -0.44% | +0.11% | |
| 21 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.48% | -0.12% | -0.27% | |
| 22 | AMGN | Amgen Inc | 股票-医疗保健 | 1.47% | -0.11% | -1.29% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.42% | +0.04% | +0.33% | |
| 24 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 1.40% | -0.01% | -0.74% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 1.37% | -0.34% | -1.04% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.30% | +0.54% | +0.20% | |
| 27 | SYK | Stryker CORP | 股票-医疗保健 | 1.16% | -0.14% | -2.23% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.14% | -0.28% | -0.54% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.12% | +0.46% | -0.25% | |
| 30 | CI | THE Cigna Group | 股票-医疗保健 | 1.12% | -0.06% | -0.41% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.07% | +0.02% | -1.38% | |
| 32 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.05% | -0.14% | -3.58% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.04% | -0.04% | +0.28% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.94% | -0.15% | -0.32% | |
| 35 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.86% | -0.16% | -0.76% | |
| 36 | DLB | Dolby Laboratories Inc-cl A | 股票-工业 | 0.85% | -0.12% | +0.01% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.84% | -0.07% | -2.53% | |
| 38 | ADI | Analog Devices Inc | 股票-科技 | 0.82% | +0.01% | -3.68% | |
| 39 | ITW | Illinois Tool Works | 股票-工业 | 0.81% | -0.06% | -1.62% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.81% | -0.09% | -3.09% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.78% | -0.10% | +3.75% | |
| 42 | EEFT | Euronet Worldwide Inc | 股票-科技 | 0.78% | -0.02% | — | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.75% | -0.14% | -1.15% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.11% | -1.28% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.65% | — | +0.01% | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.63% | -0.02% | -3.19% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.63% | -0.07% | -2.11% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | -0.03% | -2.52% | |
| 49 | BEN | Franklin Resources Inc | 股票-金融 | 0.61% | +0.13% | -0.53% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.61% | -0.01% | -2.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | -0.44% | 减仓 |
| 2 | PYPL | Paypal Holdings Inc | +0.3% | -0.27% | 减仓 |
| 3 | GILD | Gilead Sciences Inc | +0.3% | -0.56% | 减仓 |
| 4 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | -0.17% | 减仓 |
| 5 | IBM | Intl Business Machines CORP | +0.3% | +0.33% | 加仓 |
| 6 | INFY | Infosys Ltd-sp Adr | +0.2% | -2.26% | 减仓 |
| 7 | CHKP | Check Point Software Technologies Ltd. | +0.2% | +0.84% | 加仓 |
| 8 | WMT | Walmart Inc | +0.2% | -1.04% | 减仓 |
| 9 | CTAS | Cintas CORP | +0.1% | +284.66% | 加仓 |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | -0.32% | 减仓 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | -5.40% | 减仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.46% | 减仓 |
| 13 | LOW | Lowe's Cos Inc | +0.1% | -3.58% | 减仓 |
| 14 | SBUX | Starbucks CORP | +0.1% | +0.01% | 加仓 |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | -0.25% | 减仓 |
| 16 | ORCL | Oracle CORP | +0.1% | -2.53% | 减仓 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.20% | 加仓 |
| 19 | ABBV | Abbvie Inc | +0.1% | -1.38% | 减仓 |
| 20 | PNC | Pnc Financial Services Group | +0.1% | NEW | 新建仓 |
| 21 | TTD | Trade Desk Inc/the -class A | +0.1% | NEW | 新建仓 |
| 22 | ALL | Allstate CORP | +0.1% | NEW | 新建仓 |
| 23 | HDV | Ishares Core High Dividend E | +0.1% | NEW | 新建仓 |
| 24 | MET | Metlife Inc | +0.1% | NEW | 新建仓 |
| 25 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建仓 |
| 26 | INCY | Incyte CORP | +0.1% | -0.01% | 减仓 |
| 27 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | -0.74% | 减仓 |
| 28 | JNJ | Johnson & Johnson | +0.1% | +3.75% | 加仓 |
| 29 | NFLX | Netflix Inc | +0.1% | +14.65% | 加仓 |
| 30 | CPRI | Capri Holdings Limited | +0.1% | -0.41% | 减仓 |
| 31 | HD | Home Depot Inc | +0.1% | -3.19% | 减仓 |
| 32 | SPGI | S&p Global Inc | +0.1% | — | 不变 |
| 33 | MDT | Medtronic plc | 0% | -0.79% | 减仓 |
| 34 | TDY | Teledyne Technologies Inc | 0% | -0.76% | 减仓 |
| 35 | MMM | 3m Co | 0% | — | 不变 |
| 36 | HLN | Haleon Plc-adr | 0% | -3.51% | 减仓 |
| 37 | WAL | Western Alliance Bancorp | 0% | -0.90% | 减仓 |
| 38 | ITW | Illinois Tool Works | 0% | -1.62% | 减仓 |
| 39 | VOE | Vanguard Mid-cap Value ETF | 0% | -3.09% | 减仓 |
| 40 | KO | Coca-cola Co/the | 0% | -2.52% | 减仓 |
| 41 | DOX | Amdocs Limited | 0% | -0.53% | 减仓 |
| 42 | TSLA | Tesla Inc | 0% | -9.35% | 减仓 |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +17.37% | 加仓 |
| 44 | EBAY | Ebay Inc | 0% | +0.02% | 加仓 |
| 45 | EPAM | Epam Systems Inc | 0% | +0.11% | 加仓 |
| 46 | ABT | Abbott Laboratories | 0% | -1.28% | 减仓 |
| 47 | MYGN | Myriad Genetics Inc | 0% | -0.51% | 减仓 |
| 48 | NVS | Novartis Ag-sponsored Adr | 0% | -0.74% | 减仓 |
| 49 | BAC | Bank Of America CORP | 0% | +13.82% | 加仓 |
| 50 | ADP | Automatic Data Processing | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，AIMZ Investment Advisors, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$3.6亿，共申报了 124 个公开持股仓位。
在 Q3 2024 季度，AIMZ Investment Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (7.0%)、META (5.7%)、MSFT (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.0% 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
PLTR
市值: US$26.4万
本季最大获利了结 / 清仓标的
ELV
前期市值: US$21.1万
在 Q3 2024 季度中，AIMZ Investment Advisors, LLC 共进行了 98 项持仓异动，包含新建仓 7 个仓位、加仓 27 个仓位、减仓 62 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 PLTR。 本季清仓仓位包含 ELV。
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。