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: 0002001461
申报总市值
US$6.6亿
US$6.6亿
149 檔
20.6%
截至 Q4 2024 季度末，Allen Mooney & Barnes Investment Advisors LLC 的美股持仓估值约为 US$6.6亿，全数申报仓位共有 149 档。
Allen Mooney & Barnes Investment Advisors LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 21 档持股的同时，亦同步清仓 2 档并减仓 23 档标的。
在资产配置集中度方面，Allen Mooney & Barnes Investment Advisors LLC 的前 5 大核心持股（包含 AAPL, GOOGL, MSFT 等）合计占整体申报市值的 20.6%，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 | 6.98% | +0.38% | -1.64% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.55% | -0.70% | -0.52% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.20% | +0.05% | +2.50% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.66% | +0.33% | -5.72% | |
| 5 | AXP | American Express Co | 股票-金融 | 3.44% | +0.31% | -3.13% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.27% | +0.32% | -2.93% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.82% | -3.14% | EXIT | |
| 8 | BLK | Blackrock Inc | 股票-金融 | 2.63% | — | -1.88% | |
| 9 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.58% | -0.18% | -1.70% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.52% | +0.39% | -0.51% | |
| 11 | DE | Deere & Co | 股票-工业 | 2.43% | -0.07% | +0.71% | |
| 12 | AEP | American Electric Power | 股票-公用事业 | 2.27% | +0.08% | +0.34% | |
| 13 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.24% | — | +1.49% | |
| 14 | CMI | Cummins Inc | 股票-工业 | 2.19% | +0.75% | -2.71% | |
| 15 | HON | Honeywell International Inc | 股票-工业 | 2.15% | -1.98% | EXIT | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.98% | -2.01% | +0.51% | |
| 17 | MET | Metlife Inc | 股票-金融 | 1.97% | +0.01% | -0.35% | |
| 18 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.97% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.94% | +0.43% | +0.85% | |
| 20 | PRU | Prudential Financial Inc | 股票-金融 | 1.93% | +0.07% | -1.12% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.83% | +1.10% | -0.01% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 1.80% | -0.17% | -0.88% | |
| 23 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.73% | -0.03% | EXIT | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 1.72% | -0.22% | +7.23% | |
| 25 | DG | Dollar General CORP | 股票-非周期性消费 | 1.70% | -0.01% | -6.68% | |
| 26 | MO | Altria Group Inc | 股票-非周期性消费 | 1.68% | +0.01% | -0.55% | |
| 27 | LHX | L3harris Technologies Inc | 股票-工业 | 1.61% | -0.37% | -0.31% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.54% | -1.20% | -2.62% | |
| 29 | COP | Conocophillips | 股票-能源 | 1.25% | -0.02% | -4.77% | |
| 30 | EFX | Equifax Inc | 股票-工业 | 1.23% | -0.06% | — | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.17% | -0.18% | +2.55% | |
| 32 | AFL | Aflac Inc | 股票-金融 | 1.12% | +0.03% | +0.07% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | +0.12% | +0.91% | |
| 34 | C | Citigroup Inc | 股票-金融 | 1.01% | +0.31% | +0.09% | |
| 35 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.98% | — | +2.60% | |
| 36 | T | At&t Inc | 股票-通信服务 | 0.95% | -0.43% | -2.04% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.94% | — | -0.72% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.92% | +0.12% | +4.57% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.15% | +0.69% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.71% | +0.11% | -1.41% | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.70% | -0.05% | +0.10% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | +0.15% | +2.48% | |
| 43 | FLO | Flowers Foods Inc | 股票-非周期性消费 | 0.68% | -0.04% | -8.58% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | +0.09% | -4.41% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | +0.17% | -2.80% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.10% | +8.46% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.43% | -0.02% | +0.56% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | +0.03% | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.42% | +0.14% | -0.13% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.39% | +0.23% | +0.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KVUE | Kenvue Inc | +2% | NEW | 新建仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.52% | 减仓 |
| 3 | AMZN | Amazon.com Inc | +0.3% | -5.72% | 减仓 |
| 4 | AAPL | Apple Inc | +0.3% | -1.64% | 减仓 |
| 5 | SCHW | Schwab (charles) CORP | +0.3% | +1.49% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -2.93% | 减仓 |
| 7 | CSCO | Cisco Systems Inc | +0.2% | +0.51% | 加仓 |
| 8 | AXP | American Express Co | +0.2% | -3.13% | 减仓 |
| 9 | HON | Honeywell International Inc | +0.2% | +0.38% | 加仓 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +0.91% | 加仓 |
| 11 | BLK | Blackrock Inc | +0.1% | -1.88% | 减仓 |
| 12 | DIS | Walt Disney Co/the | +0.1% | -0.72% | 减仓 |
| 13 | EPD | Enterprise Products Partners | +0.1% | -0.88% | 减仓 |
| 14 | C | Citigroup Inc | +0.1% | +0.09% | 加仓 |
| 15 | TSLA | Tesla Inc | +0.1% | +85.97% | 加仓 |
| 16 | CMI | Cummins Inc | +0.1% | -2.71% | 减仓 |
| 17 | DXCM | Dexcom Inc | +0.1% | NEW | 新建仓 |
| 18 | WMT | Walmart Inc | +0.1% | +0.10% | 加仓 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.85% | 加仓 |
| 20 | DE | Deere & Co | 0% | +0.71% | 加仓 |
| 21 | SNA | Snap-on Inc | 0% | NEW | 新建仓 |
| 22 | MRK | Merck & Co. Inc. | -0.1% | +0.74% | 加仓 |
| 23 | LMT | Lockheed Martin CORP | -0.1% | EXIT | 清仓 |
| 24 | EFA | Ishares Msci Eafe ETF | -0.1% | +4.57% | 加仓 |
| 25 | ADM | Archer-daniels-midland Co | -0.1% | -12.68% | 减仓 |
| 26 | WM | Waste Management Inc | -0.1% | -42.29% | 减仓 |
| 27 | KO | Coca-cola Co/the | -0.1% | +0.56% | 加仓 |
| 28 | SBUX | Starbucks CORP | -0.1% | -12.24% | 减仓 |
| 29 | IBM | Intl Business Machines CORP | -0.1% | -2.62% | 减仓 |
| 30 | DHR | Danaher CORP | -0.1% | -0.77% | 减仓 |
| 31 | PRU | Prudential Financial Inc | -0.1% | -1.12% | 减仓 |
| 32 | LLY | Eli Lilly & Co | -0.1% | +2.48% | 加仓 |
| 33 | DEO | Diageo Plc-sponsored Adr | -0.1% | +2.60% | 加仓 |
| 34 | AFL | Aflac Inc | -0.1% | +0.07% | 加仓 |
| 35 | PEP | Pepsico Inc | -0.1% | +2.55% | 加仓 |
| 36 | MDT | Medtronic plc | -0.1% | +7.23% | 加仓 |
| 37 | FLO | Flowers Foods Inc | -0.2% | -8.58% | 减仓 |
| 38 | COP | Conocophillips | -0.2% | -4.77% | 减仓 |
| 39 | SWK | Stanley Black & Decker Inc | -0.2% | -4.74% | 减仓 |
| 40 | VXUS | Vanguard Total Intl Stock | -0.2% | EXIT | 清仓 |
| 41 | AMAT | Applied Materials Inc | -0.2% | +0.69% | 加仓 |
| 42 | EFX | Equifax Inc | -0.2% | — | 不变 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | +1.89% | 加仓 |
| 44 | LHX | L3harris Technologies Inc | -0.2% | -0.31% | 减仓 |
| 45 | AEP | American Electric Power | -0.3% | +0.34% | 加仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -0.01% | 减仓 |
| 47 | ABBV | Abbvie Inc | -0.3% | -0.51% | 减仓 |
| 48 | LOW | Lowe's Cos Inc | -0.3% | -1.70% | 减仓 |
| 49 | DG | Dollar General CORP | -0.4% | -6.68% | 减仓 |
| 50 | LYB | LyondellBasell Industries N.V. | -0.5% | +3.06% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Allen Mooney & Barnes Investment Advisors LLC 在 Q4 2024 季度的美股持仓总市值约为 US$6.6亿，共申报了 149 个公开持股仓位。
在 Q4 2024 季度，Allen Mooney & Barnes Investment Advisors LLC 按市值排列的前三大核心持股分别为：AAPL (7.0%)、GOOGL (4.5%)、MSFT (4.2%)。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
KVUE
市值: US$1167.1万
本季最大获利了结 / 清仓标的
VXUS
前期市值: US$104.8万
在 Q4 2024 季度中，Allen Mooney & Barnes Investment Advisors LLC 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 21 个仓位、减仓 23 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 KVUE。 本季清仓仓位包含 VXUS。
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。