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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001844148
申报总市值
US$9.4亿
US$9.4亿
230 檔
11.4%
在 Q4 2024 的 13F 官方备案中，Allegheny Financial Group 管理的美股投资组合规模来到 US$9.4亿，整体持股档数为 230 档。
在 Q4 2024，Allegheny Financial Group 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 6 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，Allegheny Financial Group 的前 5 大核心持股（包含 ERIE, NVR, AAPL 等）合计占整体申报市值的 11.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 230 只）
| # | 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 | ERIE | Erie Indemnity Company-cl A | 股票-金融 | 6.98% | -0.55% | +0.23% | |
| 2 | NVR | Nvr Inc | 股票-周期性消费 | 6.38% | -0.51% | -1.53% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.03% | -0.22% | -1.49% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.88% | -0.44% | +1.56% | |
| 5 | AKX | Ansys Inc | 股票-其他 | 4.49% | — | -9.57% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.48% | -0.18% | +288.71% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 3.64% | -1.06% | +2.41% | |
| 8 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 3.31% | -0.16% | +100.47% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.11% | -0.25% | -10.03% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.43% | -0.05% | +0.19% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.23% | -4.45% | |
| 12 | PPG | Ppg Industries Inc | 股票-原材料 | 2.15% | -0.12% | -3.90% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.57% | +0.04% | +0.84% | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.44% | -0.26% | +201.07% | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.13% | +4.15% | +152.87% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.12% | -0.07% | +3.91% | |
| 17 | QNST | Quinstreet Inc | 股票-其他 | 1.01% | — | +9.31% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.91% | -0.09% | +16.97% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.87% | -0.06% | -0.73% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.86% | -0.10% | +0.49% | |
| 21 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型股 | 0.84% | -0.02% | +5.38% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.81% | — | -7.83% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.76% | -0.07% | +26.73% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.76% | -0.07% | -9.03% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | — | -10.20% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.02% | -16.93% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | -0.06% | -1.18% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | +0.03% | -4.59% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.60% | -0.01% | +0.59% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.58% | -0.05% | +9.20% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | -0.02% | +39.15% | |
| 32 | BLK | BlackRock, Inc. | 股票-金融 | 0.56% | — | +9.14% | |
| 33 | PNC | Pnc Financial Services Group | 股票-金融 | 0.56% | -0.01% | +2.63% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.53% | -0.02% | +8.26% | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 0.53% | -0.02% | +3.26% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.04% | -2.72% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.51% | -0.04% | +0.01% | |
| 38 | SUB | Ishares Short-term National | ETF-其他 | 0.50% | -0.04% | -0.58% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.50% | -0.02% | +18.91% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.48% | -0.03% | -13.66% | |
| 41 | AFL | Aflac Inc | 股票-金融 | 0.48% | -0.17% | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.47% | -0.04% | +0.84% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | -0.07% | +0.35% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.46% | — | +9.13% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | -0.03% | +0.96% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | -0.05% | -18.12% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.45% | -0.04% | +1.26% | |
| 48 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.43% | -0.03% | -0.88% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.42% | -0.04% | +13.51% | |
| 50 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.41% | -0.07% | +0.36% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PVAL | Putnam Focused Lrg Cap Value | +1.7% | +100.47% | 加仓 |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | +1.1% | +201.07% | 加仓 |
| 3 | IMCG | Ishares Morningstar Mid-cap | +0.7% | +152.87% | 加仓 |
| 4 | AAPL | Apple Inc | +0.5% | -1.49% | 减仓 |
| 5 | SCHG | Schwab US Large-cap Growth | +0.4% | +288.71% | 加仓 |
| 6 | QNST | Quinstreet Inc | +0.3% | +9.31% | 加仓 |
| 7 | IWF | Ishares Russell 1000 Growth | +0.2% | +39.15% | 加仓 |
| 8 | IWN | Ishares Russell 2000 Value E | +0.2% | +128.23% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.2% | +0.59% | 加仓 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | 新建仓 |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +26.73% | 加仓 |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +16.97% | 加仓 |
| 13 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +18.91% | 加仓 |
| 14 | FETH | Fidelity Ethereum Fund | +0.1% | +34.85% | 加仓 |
| 15 | CVNA | Carvana Co | +0.1% | NEW | 新建仓 |
| 16 | CGDV | Cap Group Dividend Value | +0.1% | NEW | 新建仓 |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | NEW | 新建仓 |
| 18 | FBND | Fidelity Total Bond ETF | 0% | +0.19% | 加仓 |
| 19 | AKX | Ansys Inc | 0% | -9.57% | 减仓 |
| 20 | IYR | Ishares US Real Estate ETF | -0.1% | -0.73% | 减仓 |
| 21 | MSFT | Microsoft CORP | -0.1% | -4.45% | 减仓 |
| 22 | QCOM | Qualcomm Inc | -0.1% | -29.13% | 减仓 |
| 23 | MELI | Mercadolibre Inc | -0.1% | -35.50% | 减仓 |
| 24 | XOM | Exxon Mobil CORP | -0.1% | +2.41% | 加仓 |
| 25 | AMGN | Amgen Inc | -0.1% | +3.26% | 加仓 |
| 26 | CSL | Carlisle Cos Inc | -0.1% | EXIT | 清仓 |
| 27 | WH | Wyndham Hotels & Resorts Inc | -0.1% | EXIT | 清仓 |
| 28 | UNP | Union Pacific CORP | -0.1% | -13.66% | 减仓 |
| 29 | ✓ | Imperial Pete Inc | -0.1% | -50.13% | 减仓 |
| 30 | AA | Alcoa CORP | -0.1% | EXIT | 清仓 |
| 31 | IBM | Intl Business Machines CORP | -0.1% | -16.93% | 减仓 |
| 32 | BMY | Bristol-myers Squibb Co | -0.1% | -54.35% | 减仓 |
| 33 | DHR | Danaher CORP | -0.1% | -24.58% | 减仓 |
| 34 | ACIC | American Coastal Insurance C | -0.1% | -65.52% | 减仓 |
| 35 | VAL | Valaris Limited | -0.1% | -41.46% | 减仓 |
| 36 | CCJ | Cameco CORP | -0.1% | -63.38% | 减仓 |
| 37 | GLNG | Golar LNG Limited | -0.1% | -59.98% | 减仓 |
| 38 | FBIN | Fortune Brands Innovations I | -0.1% | EXIT | 清仓 |
| 39 | LLY | Eli Lilly & Co | -0.1% | +0.84% | 加仓 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -18.12% | 减仓 |
| 41 | ETN | Eaton Corporation plc | -0.1% | -48.77% | 减仓 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | -9.03% | 减仓 |
| 43 | RYAAY | Ryanair Holdings Plc-sp Adr | -0.2% | EXIT | 清仓 |
| 44 | TT | Trane Technologies plc | -0.2% | -59.81% | 减仓 |
| 45 | TLN | Talen Energy CORP | -0.2% | -60.45% | 减仓 |
| 46 | XMUIX | Blackrock Municipal Income | -0.2% | EXIT | 清仓 |
| 47 | PPG | Ppg Industries Inc | -0.2% | -3.90% | 减仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -10.03% | 减仓 |
| 49 | NVR | Nvr Inc | -1.1% | -1.53% | 减仓 |
| 50 | ERIE | Erie Indemnity Company-cl A | -1.8% | +0.23% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Allegheny Financial Group 在 Q4 2024 季度的美股持仓总市值约为 US$9.4亿，共申报了 230 个公开持股仓位。
在 Q4 2024 季度，Allegheny Financial Group 按市值排列的前三大核心持股分别为：ERIE (7.0%)、NVR (6.4%)、AAPL (5.0%)。其中最大持股仓位 ERIE 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
VOO
市值: US$65.5万
本季最大获利了结 / 清仓标的
XMUIX
前期市值: US$89.9万
在 Q4 2024 季度中，Allegheny Financial Group 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 17 个仓位、减仓 23 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 VOO。 本季清仓仓位包含 XMUIX。
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。