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: 0001917618
申报总市值
US$8.6亿
US$8.6亿
84 檔
16.7%
Alley Investment Management Company, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$8.6亿，分散于 84 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Alley Investment Management Company, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 37 个既有持股进行加仓（合计增持 39 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Alley Investment Management Company, LLC 的前 5 大核心持股（包含 AAPL, JPM, AMP 等）合计占整体申报市值的 16.7%，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 | 4.26% | +0.29% | +1.02% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.92% | +0.17% | +1.01% | |
| 3 | AMP | Ameriprise Financial Inc | 股票-金融 | 3.80% | -1.42% | +0.91% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.13% | +1.69% | |
| 5 | PAYX | Paychex Inc | 股票-科技 | 2.86% | +0.02% | +1.99% | |
| 6 | BLK | Blackrock Inc | 股票-金融 | 2.82% | -0.13% | — | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.68% | -0.07% | +0.76% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.65% | +0.19% | +2.57% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 2.64% | — | +2.02% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.64% | -0.46% | -0.19% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.58% | +0.21% | -0.63% | |
| 12 | ACN | Accenture plc | 股票-科技 | 2.50% | — | +2.18% | |
| 13 | PM | Philip Morris International | 股票-非周期性消费 | 2.48% | +0.09% | +1.18% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.48% | -0.07% | +0.37% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.34% | +0.84% | +0.17% | |
| 16 | UNP | Union Pacific CORP | 股票-工业 | 2.26% | -0.09% | +2.01% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 2.25% | -0.02% | -0.11% | |
| 18 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.15% | -0.32% | +1.99% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 2.06% | -0.79% | +4.13% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.04% | -0.31% | +2.93% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 1.93% | -0.55% | -10.05% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 1.85% | -0.05% | +1.35% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.78% | -0.02% | +4.49% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.77% | -0.12% | +2.72% | |
| 25 | DFSEUR | Discover Financial Services | 股票-其他 | 1.72% | — | +1.59% | |
| 26 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.70% | +0.25% | +2.08% | |
| 27 | SYK | Stryker CORP | 股票-医疗保健 | 1.55% | -0.12% | +0.26% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 1.54% | -0.73% | +0.10% | |
| 29 | BR | Broadridge Financial Solutio | 股票-科技 | 1.48% | — | +0.29% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | -0.02% | +0.13% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.37% | -0.05% | -0.27% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.35% | -0.06% | +3.37% | |
| 33 | MCHP | Microchip Technology Inc | 股票-科技 | 1.34% | +0.06% | +7.17% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.32% | — | -9.81% | |
| 35 | DHR | Danaher CORP | 股票-医疗保健 | 1.29% | -0.04% | +0.83% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.26% | +0.36% | +1.07% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 1.19% | — | +1.37% | |
| 38 | SNA | Snap-on Inc | 股票-工业 | 1.11% | — | +3.63% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事业 | 1.04% | -0.14% | +36.41% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | +0.14% | +0.59% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.01% | +0.09% | +0.68% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | +0.24% | +2.15% | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.00% | -0.22% | +1.57% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.99% | +0.03% | NEW | |
| 45 | USB | US Bancorp | 股票-金融 | 0.84% | +0.05% | +3.53% | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.81% | -0.06% | +4.85% | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.81% | -0.14% | +5.83% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.81% | +1.05% | +4.02% | |
| 49 | CSL | Carlisle Cos Inc | 股票-工业 | 0.76% | -0.72% | +2.61% | |
| 50 | PLD | Prologis Inc | 股票-房地产 | 0.71% | -0.10% | +5.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +2.8% | NEW | 新建仓 |
| 2 | KVUE | Kenvue Inc | +0.7% | NEW | 新建仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | +1.01% | 加仓 |
| 4 | AMP | Ameriprise Financial Inc | +0.5% | +0.91% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.4% | -0.63% | 减仓 |
| 6 | DFSEUR | Discover Financial Services | +0.4% | +1.59% | 加仓 |
| 7 | AAPL | Apple Inc | +0.3% | +1.02% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.17% | 加仓 |
| 9 | DUK | Duke Energy CORP | +0.2% | +36.41% | 加仓 |
| 10 | SNA | Snap-on Inc | +0.2% | +3.63% | 加仓 |
| 11 | PAYX | Paychex Inc | +0.2% | +1.99% | 加仓 |
| 12 | MA | Mastercard Inc - A | +0.1% | -0.11% | 减仓 |
| 13 | NVDA | Nvidia CORP | +0.1% | +2.15% | 加仓 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +4.02% | 加仓 |
| 15 | MS | Morgan Stanley | +0.1% | -0.92% | 减仓 |
| 16 | COST | Costco Wholesale CORP | +0.1% | -0.19% | 减仓 |
| 17 | BR | Broadridge Financial Solutio | +0.1% | +0.29% | 加仓 |
| 18 | USB | US Bancorp | +0.1% | +3.53% | 加仓 |
| 19 | AJG | Arthur J Gallagher & Co | +0.1% | +1.99% | 加仓 |
| 20 | CVX | Chevron CORP | +0.1% | +4.13% | 加仓 |
| 21 | MUB | Ishares National Muni Bond E | 0% | +4.49% | 加仓 |
| 22 | ABT | Abbott Laboratories | 0% | +2.93% | 加仓 |
| 23 | ACN | Accenture plc | 0% | +2.18% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +0.37% | 加仓 |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -0.27% | 减仓 |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +0.18% | 加仓 |
| 28 | BND | Vanguard Total Bond Market | -0.1% | +1.35% | 加仓 |
| 29 | HD | Home Depot Inc | -0.1% | +2.02% | 加仓 |
| 30 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.28% | 加仓 |
| 31 | PSX | Phillips 66 | -0.1% | +5.83% | 加仓 |
| 32 | SBUX | Starbucks CORP | -0.1% | +2.08% | 加仓 |
| 33 | PLD | Prologis Inc | -0.1% | +5.25% | 加仓 |
| 34 | ENVUSD | Envestnet Inc | -0.1% | EXIT | 清仓 |
| 35 | VZ | Verizon Communications Inc | -0.1% | +1.57% | 加仓 |
| 36 | UNP | Union Pacific CORP | -0.1% | +2.01% | 加仓 |
| 37 | CSL | Carlisle Cos Inc | -0.1% | +2.61% | 加仓 |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +0.76% | 加仓 |
| 39 | UNH | Unitedhealth Group Inc | -0.2% | +0.53% | 加仓 |
| 40 | AMGN | Amgen Inc | -0.2% | +4.85% | 加仓 |
| 41 | LLY | Eli Lilly & Co | -0.2% | +1.07% | 加仓 |
| 42 | CCI | Crown Castle Inc | -0.2% | +0.54% | 加仓 |
| 43 | ABBV | Abbvie Inc | -0.2% | +2.57% | 加仓 |
| 44 | NEE | Nextera Energy Inc | -0.3% | +2.72% | 加仓 |
| 45 | DHR | Danaher CORP | -0.3% | +0.83% | 加仓 |
| 46 | MRK | Merck & Co. Inc. | -0.4% | -9.81% | 减仓 |
| 47 | MCHP | Microchip Technology Inc | -0.4% | +7.17% | 加仓 |
| 48 | LMT | Lockheed Martin CORP | -0.7% | -10.05% | 减仓 |
| 49 | PEP | Pepsico Inc | -0.8% | -95.50% | 减仓 |
| 50 | BLKCHF | Blackrock Inc | -2.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Alley Investment Management Company, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$8.6亿，共申报了 84 个公开持股仓位。
在 Q4 2024 季度，Alley Investment Management Company, LLC 按市值排列的前三大核心持股分别为：AAPL (4.3%)、JPM (3.9%)、AMP (3.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.3% 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
BLK
市值: US$2230.2万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$2034.2万
在 Q4 2024 季度中，Alley Investment Management Company, LLC 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 37 个仓位、减仓 8 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。