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
1746 檔
9.0%
根据最新整理的 13F 季度数据集，Allspring Global Investments Holdings, LLC 于 Q4 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 1746 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 109 个仓位并完全清仓 9 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, AAPL 等）合计占整体申报市值的 9.0%，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
ANET
市值: US$2.6亿
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$2.1亿
仅显示前 200 大持股（共 1746 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 | 2.29% | -0.60% | -4.29% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.19% | +0.14% | -2.45% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 1.80% | +0.74% | -0.22% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.70% | +0.13% | -7.63% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.43% | -0.02% | -3.28% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.26% | +0.04% | -4.45% | |
| 7 | CBRE | Cbre Group Inc - A | 股票-房地产 | 1.09% | +0.17% | -14.82% | |
| 8 | AER | AerCap Holdings N.V. | 股票-工业 | 0.93% | -0.02% | -3.29% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | +0.33% | +50.44% | |
| 10 | ALL | Allstate CORP | 股票-金融 | 0.86% | +0.02% | -6.85% | |
| 11 | RSG | Republic Services Inc | 股票-工业 | 0.82% | +0.01% | +1.01% | |
| 12 | VMC | Vulcan Materials Co | 股票-原材料 | 0.79% | -0.04% | -9.80% | |
| 13 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.78% | +0.05% | +4.42% | |
| 14 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.78% | +0.09% | +0.39% | |
| 15 | JEF | Jefferies Financial Group In | 股票-金融 | 0.78% | — | -5.30% | |
| 16 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 0.71% | -0.29% | +11.50% | |
| 17 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.70% | -0.05% | +2.74% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.70% | +0.10% | +0.99% | |
| 19 | AEP | American Electric Power | 股票-公用事业 | 0.68% | -0.05% | +2.21% | |
| 20 | LHX | L3harris Technologies Inc | 股票-工业 | 0.67% | -0.04% | -1.49% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 0.65% | -0.03% | +147.25% | |
| 22 | CSL | Carlisle Cos Inc | 股票-工业 | 0.65% | -0.03% | -0.14% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.64% | -0.02% | +1.77% | |
| 24 | BRO | Brown & Brown Inc | 股票-金融 | 0.63% | -0.27% | +0.18% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | +0.31% | -15.10% | |
| 26 | FE | Firstenergy CORP | 股票-公用事业 | 0.60% | -0.07% | +2.42% | |
| 27 | REYN | Reynolds Consumer Products I | 股票-其他 | 0.56% | — | +1.41% | |
| 28 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.55% | -0.02% | -0.77% | |
| 29 | EEFT | Euronet Worldwide Inc | 股票-科技 | 0.55% | — | EXIT | |
| 30 | NLY | Annaly Capital Management In | 股票-房地产 | 0.53% | -0.09% | +0.61% | |
| 31 | BXP | Bxp Inc | 股票-房地产 | 0.53% | — | -2.91% | |
| 32 | CRL | Charles River Laboratories | 股票-医疗保健 | 0.53% | +0.09% | +2.68% | |
| 33 | EOG | Eog Resources Inc | 股票-能源 | 0.52% | -0.10% | -1.47% | |
| 34 | J | Jacobs Solutions Inc | 股票-工业 | 0.52% | -0.05% | +0.17% | |
| 35 | FITB | Fifth Third Bancorp | 股票-金融 | 0.51% | +0.05% | -13.12% | |
| 36 | GTES | Gates Industrial Corporation plc | 股票-工业 | 0.51% | +0.02% | +4.13% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.49% | -0.01% | +8.30% | |
| 38 | TER | Teradyne Inc | 股票-科技 | 0.49% | -0.56% | +7.07% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.48% | -0.01% | -8.45% | |
| 40 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.45% | -0.06% | +0.17% | |
| 41 | DOX | Amdocs Limited | 股票-科技 | 0.44% | — | +2.76% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.03% | -24.61% | |
| 43 | L | Loews CORP | 股票-金融 | 0.43% | — | +0.27% | |
| 44 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 0.43% | — | -0.66% | |
| 45 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.42% | — | -8.63% | |
| 46 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.42% | +0.01% | -0.12% | |
| 47 | DNB | Dun & Bradstreet Holdings In | 股票-其他 | 0.42% | — | -0.03% | |
| 48 | ANET | Arista Networks Inc | 股票-科技 | 0.42% | +0.02% | — | |
| 49 | IOSP | Innospec Inc | 股票-其他 | 0.41% | -0.05% | -0.83% | |
| 50 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.41% | -0.01% | +281.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | +50.44% | 加仓 |
| 2 | CRM | Salesforce Inc | +0.4% | +147.25% | 加仓 |
| 3 | ANET | Arista Networks Inc | +0.4% | NEW | 新建仓 |
| 4 | CP | Canadian Pacific Kansas City | +0.3% | +281.03% | 加仓 |
| 5 | EQT | Eqt CORP | +0.3% | +386.90% | 加仓 |
| 6 | APTV | Aptiv PLC | +0.3% | NEW | 新建仓 |
| 7 | NVDA | Nvidia CORP | +0.3% | -2.45% | 减仓 |
| 8 | ICLR | ICON Public Limited Company | +0.3% | +122614.48% | 加仓 |
| 9 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +195.74% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.2% | -7.63% | 减仓 |
| 11 | PRMB | Primo Brands CORP | +0.2% | NEW | 新建仓 |
| 12 | WCC | Wesco International Inc | +0.2% | +2043.46% | 加仓 |
| 13 | JEF | Jefferies Financial Group In | +0.2% | -5.30% | 减仓 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -4.45% | 减仓 |
| 15 | HOOD | Robinhood Markets Inc - A | +0.2% | +19.37% | 加仓 |
| 16 | ARGX | Argenx Se - Adr | +0.1% | +38152.25% | 加仓 |
| 17 | CRS | Carpenter Technology | +0.1% | +428.37% | 加仓 |
| 18 | KKR | Kkr & Co Inc | +0.1% | +92.53% | 加仓 |
| 19 | CVLT | Commvault Systems Inc | +0.1% | +604.84% | 加仓 |
| 20 | PVH | Pvh CORP | +0.1% | +179164.15% | 加仓 |
| 21 | AAPL | Apple Inc | +0.1% | -0.22% | 减仓 |
| 22 | TOST | Toast Inc-class A | +0.1% | +129058.53% | 加仓 |
| 23 | VST | Vistra CORP | +0.1% | +176.71% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +0.99% | 加仓 |
| 25 | CW | Curtiss-wright CORP | +0.1% | +90.05% | 加仓 |
| 26 | MRVL | Marvell Technology Inc | +0.1% | -3.85% | 减仓 |
| 27 | DECK | Deckers Outdoor CORP | +0.1% | +109.55% | 加仓 |
| 28 | GTES | Gates Industrial Corporation plc | +0.1% | +4.13% | 加仓 |
| 29 | DASH | Doordash Inc - A | +0.1% | +10.14% | 加仓 |
| 30 | AL | Air Lease CORP | +0.1% | +43.04% | 加仓 |
| 31 | EME | Emcor Group Inc | +0.1% | +21.35% | 加仓 |
| 32 | CDNS | Cadence Design Sys Inc | +0.1% | +11.31% | 加仓 |
| 33 | ADMA | Adma Biologics Inc | +0.1% | +1144.42% | 加仓 |
| 34 | WOO | Foot Locker Inc | +0.1% | +88.57% | 加仓 |
| 35 | VRSN | Verisign Inc | +0.1% | +322.20% | 加仓 |
| 36 | CSCO | Cisco Systems Inc | +0.1% | +52.42% | 加仓 |
| 37 | ROAD | Construction Partners Inc-a | +0.1% | +196.99% | 加仓 |
| 38 | TSLA | Tesla Inc | +0.1% | +3.50% | 加仓 |
| 39 | ON | On Semiconductor | +0.1% | +34.96% | 加仓 |
| 40 | TTC | Toro Co | +0.1% | +996664.00% | 加仓 |
| 41 | FRPT | Freshpet Inc | +0.1% | +198.64% | 加仓 |
| 42 | SHOP | Shopify Inc - Class A | +0.1% | +150.53% | 加仓 |
| 43 | ONB | Old National Bancorp | +0.1% | +121882.31% | 加仓 |
| 44 | NFLX | Netflix Inc | +0.1% | -0.36% | 减仓 |
| 45 | BKR | Baker Hughes Co | +0.1% | +0.82% | 加仓 |
| 46 | INFA1EUR | Informatica Inc - Class A | +0.1% | +16.59% | 加仓 |
| 47 | PEN | Penumbra Inc | +0.1% | +39.83% | 加仓 |
| 48 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 49 | EXEL | Exelixis Inc | +0.1% | +82.14% | 加仓 |
| 50 | TRGP | Targa Resources CORP | +0.1% | -2.02% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Allspring Global Investments Holdings, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$651.9亿，共申报了 1746 个公开持股仓位。
在 Q4 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 (2.3%)、NVDA (2.2%)、AAPL (1.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.3% 的权重。
在 Q4 2024 季度中，Allspring Global Investments Holdings, LLC 共进行了 200 项持仓异动，包含新建仓 6 个仓位、加仓 76 个仓位、减仓 109 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 ANETEUR。
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。
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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。