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: 0001731260
申报总市值
US$5.4亿
US$5.4亿
120 檔
44.3%
在 Q3 2024 的 13F 官方备案中，Aljian Capital Management, LLC 管理的美股投资组合规模来到 US$5.4亿，整体持股档数为 120 档。
在 Q3 2024，Aljian Capital Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 34 个新仓位，并对 15 个既有持股进行加仓（合计增持 49 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Aljian Capital Management, LLC 的前 5 大核心持股（包含 AAPL, COST, AMZN 等）合计占整体申报市值的 44.3%，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 | 17.07% | +0.11% | +36.79% | |
| 2 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 11.41% | -1.67% | +1.70% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 10.57% | +0.04% | +10.41% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 8.49% | +0.35% | +7.39% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 8.41% | +1.36% | +11.78% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.89% | -0.22% | +166.70% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.53% | +0.53% | +5.68% | |
| 8 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 3.51% | -0.20% | +499.73% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.22% | +0.06% | +14.18% | |
| 10 | NFLX | Netflix Inc | 股票-通信服务 | 1.38% | -0.66% | +6.22% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | -0.02% | +25.95% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 1.22% | -0.29% | — | |
| 13 | SYK | Stryker CORP | 股票-医疗保健 | 1.06% | -0.17% | +6.08% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工业 | 1.06% | -0.21% | -19.28% | |
| 15 | NOC | Northrop Grumman CORP | 股票-工业 | 0.99% | -0.38% | -15.34% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 0.96% | -0.01% | +9.85% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | +0.01% | — | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | +0.17% | — | |
| 19 | INTU | Intuit Inc | 股票-科技 | 0.88% | -0.21% | +1.26% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.85% | -0.19% | +16.05% | |
| 21 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | — | +48.50% | |
| 22 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.65% | +0.55% | +118.07% | |
| 23 | RTX | Rtx CORP | 股票-工业 | 0.61% | — | +31.80% | |
| 24 | STWD | Starwood Property Trust Inc | 股票-房地产 | 0.54% | -0.06% | — | |
| 25 | CAT | Caterpillar Inc | 股票-工业 | 0.54% | +0.28% | +168.68% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.02% | — | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | -0.10% | — | |
| 28 | BX | Blackstone Inc | 股票-金融 | 0.46% | -0.02% | — | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 0.46% | -0.03% | +398.11% | |
| 30 | LHX | L3harris Technologies Inc | 股票-工业 | 0.43% | -0.12% | +12.89% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.43% | +0.08% | — | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.42% | -0.03% | +114.89% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | -0.02% | — | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.36% | -0.39% | — | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.36% | +0.06% | — | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.35% | -0.02% | — | |
| 37 | ZS | Zscaler Inc | 股票-科技 | 0.35% | — | -14.80% | |
| 38 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.33% | +0.02% | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.12% | +235.56% | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.31% | +0.02% | — | |
| 41 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.30% | -0.06% | -35.79% | |
| 42 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.29% | +0.03% | — | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.29% | -0.04% | — | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.29% | +0.74% | +119.24% | |
| 45 | UBER | Uber Technologies Inc | 股票-工业 | 0.28% | -0.03% | — | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.26% | -0.06% | EXIT | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.25% | +0.06% | — | |
| 48 | ITW | Illinois Tool Works | 股票-工业 | 0.25% | -0.04% | +2.28% | |
| 49 | ETN | Eaton Corporation plc | 股票-工业 | 0.24% | +0.02% | — | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.24% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | +166.70% | 加仓 |
| 2 | WMT | Walmart Inc | +1.2% | NEW | 新建仓 |
| 3 | AAPL | Apple Inc | +1.1% | +36.79% | 加仓 |
| 4 | JPM | Jpmorgan Chase & Co | +1% | NEW | 新建仓 |
| 5 | AVGO | Broadcom Inc | +0.9% | NEW | 新建仓 |
| 6 | BAC | Bank Of America CORP | +0.5% | NEW | 新建仓 |
| 7 | MCD | Mcdonald's CORP | +0.5% | NEW | 新建仓 |
| 8 | BX | Blackstone Inc | +0.5% | NEW | 新建仓 |
| 9 | QCOM | Qualcomm Inc | +0.4% | NEW | 新建仓 |
| 10 | PG | Procter & Gamble Co/the | +0.4% | NEW | 新建仓 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | 新建仓 |
| 12 | C | Citigroup Inc | +0.4% | NEW | 新建仓 |
| 13 | MA | Mastercard Inc - A | +0.4% | NEW | 新建仓 |
| 14 | AMGN | Amgen Inc | +0.3% | +398.11% | 加仓 |
| 15 | CINF | Cincinnati Financial CORP | +0.3% | NEW | 新建仓 |
| 16 | ABBV | Abbvie Inc | +0.3% | NEW | 新建仓 |
| 17 | CAT | Caterpillar Inc | +0.3% | +168.68% | 加仓 |
| 18 | ELV | Elevance Health Inc | +0.3% | NEW | 新建仓 |
| 19 | DIS | Walt Disney Co/the | +0.3% | NEW | 新建仓 |
| 20 | UBER | Uber Technologies Inc | +0.3% | NEW | 新建仓 |
| 21 | ADBE | Adobe Inc | +0.3% | NEW | 新建仓 |
| 22 | LLY | Eli Lilly & Co | +0.3% | NEW | 新建仓 |
| 23 | ETN | Eaton Corporation plc | +0.2% | NEW | 新建仓 |
| 24 | PM | Philip Morris International | +0.2% | NEW | 新建仓 |
| 25 | PANW | Palo Alto Networks Inc | +0.2% | +118.07% | 加仓 |
| 26 | SHW | Sherwin-williams Co/the | +0.2% | NEW | 新建仓 |
| 27 | AXP | American Express Co | +0.2% | NEW | 新建仓 |
| 28 | TMUS | T-mobile US Inc | +0.2% | NEW | 新建仓 |
| 29 | GEHC | GE Healthcare Technology | +0.2% | NEW | 新建仓 |
| 30 | PNC | Pnc Financial Services Group | +0.2% | NEW | 新建仓 |
| 31 | XOM | Exxon Mobil CORP | +0.2% | +235.56% | 加仓 |
| 32 | TRV | Travelers Cos Inc/the | +0.2% | NEW | 新建仓 |
| 33 | META | Meta Platforms Inc-class A | +0.2% | +114.89% | 加仓 |
| 34 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | 新建仓 |
| 35 | STE | STERIS plc | +0.2% | NEW | 新建仓 |
| 36 | GE | General Electric | +0.2% | NEW | 新建仓 |
| 37 | GEV | GE Vernova Inc | +0.2% | NEW | 新建仓 |
| 38 | VZ | Verizon Communications Inc | +0.2% | NEW | 新建仓 |
| 39 | SBUX | Starbucks CORP | +0.2% | +48.50% | 加仓 |
| 40 | UNP | Union Pacific CORP | +0.2% | NEW | 新建仓 |
| 41 | CMG | Chipotle Mexican Grill Inc | +0.2% | NEW | 新建仓 |
| 42 | MRK | Merck & Co. Inc. | +0.2% | NEW | 新建仓 |
| 43 | RTX | Rtx CORP | +0.1% | +31.80% | 加仓 |
| 44 | V | Visa Inc-class A Shares | -0.1% | +25.95% | 加仓 |
| 45 | HD | Home Depot Inc | -0.1% | +9.85% | 加仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.2% | +14.18% | 加仓 |
| 47 | LULU | Lululemon Athletica Inc | -0.4% | -35.79% | 减仓 |
| 48 | NVDA | Nvidia CORP | -2.9% | +7.39% | 加仓 |
| 49 | AMZN | Amazon.com Inc | -3.5% | +10.41% | 加仓 |
| 50 | COST | Costco Wholesale CORP | -3.9% | +1.70% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Aljian Capital Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$5.4亿，共申报了 120 个公开持股仓位。
在 Q3 2024 季度，Aljian Capital Management, LLC 按市值排列的前三大核心持股分别为：AAPL (17.1%)、COST (11.4%)、AMZN (10.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 17.1% 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
WMT
市值: US$521.1万
本季最大获利了结 / 清仓标的
LULU
前期市值: US$222.9万
在 Q3 2024 季度中，Aljian Capital Management, LLC 共进行了 50 项持仓异动，包含新建仓 34 个仓位、加仓 15 个仓位、减仓 1 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 WMT。
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。