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: 0001890906
申报总市值
US$651.9亿
US$651.9亿
2376 檔
9.1%
根据最新整理的 13F 季度数据集，Allspring Global Investments Holdings, LLC 于 Q2 2024 结束时的管理资产规模为 US$651.9亿。该机构在本季度申报了 2376 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024，Allspring Global Investments Holdings, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 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，Allspring Global Investments Holdings, LLC 的前 5 大核心持股（包含 MSFT, NVDA, AMZN 等）合计占整体申报市值的 9.1%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
LH
市值: US$3.3亿
本季最大获利了结 / 清仓标的
Laboratory Corp. of America
前期市值: US$3.5亿
仅显示前 200 大持股（共 2376 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 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.60% | -5.64% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.11% | +0.14% | +906.21% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.80% | +0.13% | -3.49% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.64% | +0.74% | +6.31% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.25% | -0.02% | +13.00% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.13% | +0.04% | -10.50% | |
| 7 | AER | AerCap Holdings N.V. | 股票-工业 | 0.98% | -0.02% | -15.69% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.98% | +0.31% | -14.69% | |
| 9 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.88% | +0.17% | +0.88% | |
| 10 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.84% | +0.05% | -14.09% | |
| 11 | CSL | Carlisle Cos Inc | 股票-工业 | 0.83% | -0.03% | -25.12% | |
| 12 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.79% | +0.09% | -2.41% | |
| 13 | RSG | Republic Services Inc | 股票-工业 | 0.78% | +0.01% | -17.95% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | +0.10% | -5.81% | |
| 15 | LHX | L3harris Technologies Inc | 股票-工业 | 0.74% | -0.04% | -4.58% | |
| 16 | VMC | Vulcan Materials Co | 股票-原材料 | 0.73% | -0.04% | -4.40% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.68% | -0.02% | +0.57% | |
| 18 | J | Jacobs Solutions Inc | 股票-工业 | 0.66% | -0.05% | -1.18% | |
| 19 | ALL | Allstate CORP | 股票-金融 | 0.66% | +0.02% | -19.53% | |
| 20 | AEP | American Electric Power | 股票-公用事业 | 0.60% | -0.05% | -5.40% | |
| 21 | LKQ | Lkq CORP | 股票-周期性消费 | 0.60% | — | -3.15% | |
| 22 | REYN | Reynolds Consumer Products I | 股票-其他 | 0.58% | — | -2.24% | |
| 23 | JEF | Jefferies Financial Group In | 股票-金融 | 0.57% | — | +15.32% | |
| 24 | BRO | Brown & Brown Inc | 股票-金融 | 0.57% | -0.27% | -14.99% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.03% | -7.56% | |
| 26 | EEFT | Euronet Worldwide Inc | 股票-科技 | 0.56% | — | EXIT | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | +0.02% | -3.57% | |
| 28 | FE | Firstenergy CORP | 股票-公用事业 | 0.54% | -0.07% | -3.24% | |
| 29 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.54% | -0.02% | -5.30% | |
| 30 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.53% | -0.05% | — | |
| 31 | TER | Teradyne Inc | 股票-科技 | 0.53% | -0.56% | +0.17% | |
| 32 | EOG | Eog Resources Inc | 股票-能源 | 0.53% | -0.10% | -6.48% | |
| 33 | NLY | Annaly Capital Management In | 股票-房地产 | 0.52% | -0.09% | -4.59% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.51% | -0.01% | +58.97% | |
| 35 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 0.51% | -0.29% | +18.93% | |
| 36 | FITB | Fifth Third Bancorp | 股票-金融 | 0.49% | +0.05% | -5.08% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.48% | -0.01% | -3.15% | |
| 38 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.46% | -0.11% | -2.82% | |
| 39 | IOSP | Innospec Inc | 股票-其他 | 0.46% | -0.05% | -0.78% | |
| 40 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 0.45% | — | -5.41% | |
| 41 | BXP | Bxp Inc | 股票-房地产 | 0.45% | — | -1.04% | |
| 42 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.44% | -0.06% | -1.96% | |
| 43 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.42% | -0.12% | -10.94% | |
| 44 | CRL | Charles River Laboratories | 股票-医疗保健 | 0.42% | +0.09% | +11.87% | |
| 45 | JJSF | J & J Snack Foods CORP | 股票-其他 | 0.41% | -0.06% | +6.05% | |
| 46 | APG | Api Group CORP | 股票-工业 | 0.40% | -0.10% | -13.85% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.40% | — | -15.29% | |
| 48 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.39% | — | -4.65% | |
| 49 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.38% | +0.01% | -5.40% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | +0.46% | +0.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +906.21% | 加仓 |
| 2 | LH | Labcorp Holdings Inc | +0.5% | NEW | 新建仓 |
| 3 | AAPL | Apple Inc | +0.4% | +6.31% | 加仓 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +13.00% | 加仓 |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | +58.97% | 加仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -10.50% | 减仓 |
| 7 | RPM | Rpm International Inc | +0.2% | +12313.96% | 加仓 |
| 8 | JEF | Jefferies Financial Group In | +0.2% | +15.32% | 加仓 |
| 9 | TER | Teradyne Inc | +0.2% | +0.17% | 加仓 |
| 10 | BKNG | Booking Holdings Inc | +0.1% | +44.60% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -5.81% | 减仓 |
| 12 | UBER | Uber Technologies Inc | +0.1% | +53.76% | 加仓 |
| 13 | STRL | Sterling Infrastructure Inc | +0.1% | +691.35% | 加仓 |
| 14 | ELF | Elf Beauty Inc | +0.1% | +81.80% | 加仓 |
| 15 | UTHR | United Therapeutics CORP | +0.1% | +49.53% | 加仓 |
| 16 | CBRE | Cbre Group Inc - A | 0% | +0.88% | 加仓 |
| 17 | BRO | Brown & Brown Inc | -0.1% | -14.99% | 减仓 |
| 18 | J | Jacobs Solutions Inc | -0.1% | -1.18% | 减仓 |
| 19 | CRL | Charles River Laboratories | -0.1% | +11.87% | 加仓 |
| 20 | AER | AerCap Holdings N.V. | -0.1% | -15.69% | 减仓 |
| 21 | V | Visa Inc-class A Shares | -0.1% | -7.56% | 减仓 |
| 22 | CSW | Csw Industrials Inc | -0.1% | -35.87% | 减仓 |
| 23 | VMC | Vulcan Materials Co | -0.1% | -4.40% | 减仓 |
| 24 | EEFT | Euronet Worldwide Inc | -0.1% | -9.74% | 减仓 |
| 25 | APG | Api Group CORP | -0.1% | -13.85% | 减仓 |
| 26 | SITE | Siteone Landscape Supply Inc | -0.1% | -27.03% | 减仓 |
| 27 | JBHT | Hunt (jb) Transprt Svcs Inc | -0.1% | -98.26% | 减仓 |
| 28 | VEEV | Veeva Systems Inc-class A | -0.1% | -16.42% | 减仓 |
| 29 | FMX | Fomento Economico Mex-sp Adr | -0.1% | -8.00% | 减仓 |
| 30 | CELH | Celsius Holdings Inc | -0.1% | -11.33% | 减仓 |
| 31 | HUBS | Hubspot Inc | -0.1% | -73.41% | 减仓 |
| 32 | MA | Mastercard Inc - A | -0.1% | -15.29% | 减仓 |
| 33 | VLO | Valero Energy CORP | -0.1% | -17.55% | 减仓 |
| 34 | DXCM | Dexcom Inc | -0.1% | -19.11% | 减仓 |
| 35 | BMY | Bristol-myers Squibb Co | -0.1% | -64.29% | 减仓 |
| 36 | EXP | Eagle Materials Inc | -0.1% | -13.25% | 减仓 |
| 37 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | -5.41% | 减仓 |
| 38 | MDB | Mongodb Inc | -0.1% | -20.52% | 减仓 |
| 39 | DCI | Donaldson Co Inc | -0.1% | -38.23% | 减仓 |
| 40 | WDAY | Workday Inc-class A | -0.1% | -58.05% | 减仓 |
| 41 | ZTS | Zoetis Inc | -0.1% | -88.20% | 减仓 |
| 42 | RSG | Republic Services Inc | -0.1% | -17.95% | 减仓 |
| 43 | FISV | Fiserv Inc | -0.1% | -46.85% | 减仓 |
| 44 | HD | Home Depot Inc | -0.1% | -43.85% | 减仓 |
| 45 | LKQ | Lkq CORP | -0.2% | -3.15% | 减仓 |
| 46 | GOVT | Ishares US Treasury Bond ETF | -0.2% | -93.97% | 减仓 |
| 47 | ALL | Allstate CORP | -0.2% | -19.53% | 减仓 |
| 48 | CSL | Carlisle Cos Inc | -0.2% | -25.12% | 减仓 |
| 49 | SWAVUSD | Shockwave Medical Inc | -0.3% | EXIT | 清仓 |
| 50 | ✓ | Laboratory Corp. of America | -0.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Allspring Global Investments Holdings, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$651.9亿，共申报了 2376 个公开持股仓位。
在 Q2 2024 季度，Allspring Global Investments Holdings, LLC 按市值排列的前三大核心持股分别为：MSFT (2.8%)、NVDA (2.1%)、AMZN (1.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.8% 的权重。
在 Q2 2024 季度中，Allspring Global Investments Holdings, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 14 个仓位、减仓 33 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 LH。 本季清仓仓位包含 Laboratory Corp. of America。
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。
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。
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。