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: 0001713662
申报总市值
US$54.4亿
US$54.4亿
258 檔
3.3%
截至 Q4 2024 季度末，AlphaCore Capital LLC 的美股持仓估值约为 US$54.4亿，全数申报仓位共有 258 档。
在 Q4 2024，AlphaCore Capital LLC 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 16 个既有持股进行加仓（合计增持 27 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，AlphaCore Capital LLC 的前 5 大核心持股（包含 MPLX, IWV, GLD 等）合计占整体申报市值的 3.3%，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 258 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 | MPLX | Mplx LP | 股票-能源 | 16.25% | -0.52% | +0.03% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 10.08% | -0.14% | -13.83% | |
| 3 | GLD | Spdr Gold Shares | ETF-避险与商品 | 5.33% | -0.05% | +1.53% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.51% | +0.41% | +7.00% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.11% | -0.06% | +47.99% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | +0.16% | +3.07% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.63% | +0.12% | -2.50% | |
| 8 | EPD | Enterprise Products Partners | 股票-能源 | 2.52% | -0.10% | — | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.27% | +0.25% | -1.68% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.64% | +0.08% | +3.19% | |
| 11 | UNM | Unum Group | 股票-金融 | 1.57% | -0.01% | -0.09% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.53% | +0.15% | +24.08% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.26% | -0.12% | -9.14% | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.16% | — | — | |
| 15 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.12% | -0.08% | -0.01% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.10% | +0.04% | -0.43% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.01% | -4.73% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.07% | — | +19.85% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.91% | -0.01% | — | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.87% | -0.02% | +180.07% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.80% | -0.03% | +43.47% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.75% | +0.03% | +0.94% | |
| 23 | NOC | Northrop Grumman CORP | 股票-工业 | 0.72% | -0.05% | +0.15% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 0.71% | -0.03% | +3.42% | |
| 25 | CHRD | Chord Energy CORP | 股票-能源 | 0.70% | — | — | |
| 26 | JEF | Jefferies Financial Group In | 股票-金融 | 0.68% | +0.01% | -0.57% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | +0.51% | -0.88% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | -0.01% | -1.32% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.01% | -0.27% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.53% | +10.36% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | +0.09% | +0.96% | |
| 32 | CTRA | Coterra Energy Inc | 股票-能源 | 0.56% | -0.09% | EXIT | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.02% | -3.12% | |
| 34 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.55% | -0.02% | — | |
| 35 | KRP | Kimbell Royalty Partners LP | 股票-其他 | 0.52% | — | +0.91% | |
| 36 | SNPS | Synopsys Inc | 股票-科技 | 0.52% | — | -9.74% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.51% | -0.02% | -18.98% | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.47% | — | +30.14% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.46% | +0.29% | -11.59% | |
| 40 | C | Citigroup Inc | 股票-金融 | 0.43% | -0.01% | -1.08% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.42% | +0.47% | -6.25% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.41% | -0.04% | +323469.23% | |
| 43 | EOG | Eog Resources Inc | 股票-能源 | 0.40% | — | +0.20% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.17% | EXIT | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.40% | -0.02% | -28.55% | |
| 46 | EXE | Expand Energy CORP | 股票-能源 | 0.40% | -0.03% | — | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.39% | -0.02% | +16.89% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +0.47% | -4.25% | |
| 49 | TSLA | Tesla, Inc. | 股票-周期性消费 | 0.37% | — | NEW | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.35% | -0.13% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +1.2% | NEW | 新建仓 |
| 2 | VB | Vanguard Small-cap ETF | +0.9% | NEW | 新建仓 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +47.99% | 加仓 |
| 4 | MPLX | Mplx LP | +0.5% | +0.03% | 加仓 |
| 5 | AAPL | Apple Inc | +0.4% | +7.00% | 加仓 |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | +0.4% | +323469.23% | 加仓 |
| 7 | EXE | Expand Energy CORP | +0.4% | NEW | 新建仓 |
| 8 | TSLA | Tesla, Inc. | +0.4% | +961.54% | 加仓 |
| 9 | BLK | Blackrock Inc | +0.4% | NEW | 新建仓 |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.3% | +985.31% | 加仓 |
| 11 | COST | Costco Wholesale CORP | +0.3% | +24.08% | 加仓 |
| 12 | PH | Parker Hannifin CORP | +0.3% | NEW | 新建仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | +19.85% | 加仓 |
| 14 | UNM | Unum Group | +0.2% | -0.09% | 减仓 |
| 15 | AMZN | Amazon.com Inc | +0.2% | -1.68% | 减仓 |
| 16 | ORCL | Oracle CORP | +0.2% | +43.47% | 加仓 |
| 17 | INDA | Ishares Msci India ETF | +0.2% | +197.54% | 加仓 |
| 18 | TSLA | Tesla, Inc. | +0.2% | +97.14% | 加仓 |
| 19 | ACN | Accenture plc | +0.2% | +191.63% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.2% | -2.50% | 减仓 |
| 21 | CSCO | Cisco Systems Inc | +0.2% | +3.19% | 加仓 |
| 22 | CLX | Clorox Company | +0.2% | NEW | 新建仓 |
| 23 | CMCSA | Comcast Corp-class A | +0.1% | NEW | 新建仓 |
| 24 | TMO | Thermo Fisher Scientific Inc | +0.1% | +364.57% | 加仓 |
| 25 | T | At&t Inc | +0.1% | +135.72% | 加仓 |
| 26 | PYPL | Paypal Holdings Inc | +0.1% | +123.22% | 加仓 |
| 27 | JEF | Jefferies Financial Group In | +0.1% | -0.57% | 减仓 |
| 28 | COP | Conocophillips | +0.1% | NEW | 新建仓 |
| 29 | ✓ | Expand Energy Corporation | +0.1% | NEW | 新建仓 |
| 30 | SPG | Simon Property Group Inc | +0.1% | NEW | 新建仓 |
| 31 | MMM | 3m Co | +0.1% | NEW | 新建仓 |
| 32 | EPD | Enterprise Products Partners | +0.1% | — | 不变 |
| 33 | NE | Noble Corporation plc | -0.1% | EXIT | 清仓 |
| 34 | MU | Micron Technology Inc | -0.1% | -4.25% | 减仓 |
| 35 | WAFD | Wafd Inc | -0.1% | -50.00% | 减仓 |
| 36 | MCHP | Microchip Technology Inc | -0.1% | -25.48% | 减仓 |
| 37 | PSX | Phillips 66 | -0.2% | EXIT | 清仓 |
| 38 | DIS | Walt Disney Co/the | -0.2% | -64.74% | 减仓 |
| 39 | QCOM | Qualcomm Inc | -0.2% | -0.43% | 减仓 |
| 40 | MCK | Mckesson CORP | -0.2% | -76.85% | 减仓 |
| 41 | NXPI | NXP Semiconductors N.V. | -0.2% | -70.11% | 减仓 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | -18.98% | 减仓 |
| 43 | DE | Deere & Co | -0.3% | -54.38% | 减仓 |
| 44 | PEP | Pepsico Inc | -0.3% | -28.55% | 减仓 |
| 45 | MPC | Marathon Petroleum CORP | -0.3% | -0.01% | 减仓 |
| 46 | ARCO | Arcos Dorados Holdings Inc. | -0.3% | -85.50% | 减仓 |
| 47 | SWN1EUR | Southwestern Energy Co | -0.3% | EXIT | 清仓 |
| 48 | BX | Blackstone Inc | -0.4% | EXIT | 清仓 |
| 49 | IWV | Ishares Russell 3000 ETF | -1.9% | -13.83% | 减仓 |
| 50 | XT | Ishar Fture Exp Tech Etf-usd | -2.1% | -85.09% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，AlphaCore Capital LLC 在 Q4 2024 季度的美股持仓总市值约为 US$54.4亿，共申报了 258 个公开持股仓位。
在 Q4 2024 季度，AlphaCore Capital LLC 按市值排列的前三大核心持股分别为：MPLX (16.3%)、IWV (10.1%)、GLD (5.3%)。其中最大持股仓位 MPLX 占据整体投资组合约 16.3% 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
FLRN
市值: US$538.4万
本季最大获利了结 / 清仓标的
BX
前期市值: US$188.2万
在 Q4 2024 季度中，AlphaCore Capital LLC 共进行了 49 项持仓异动，包含新建仓 11 个仓位、加仓 16 个仓位、减仓 18 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 FLRN。 本季清仓仓位包含 BX。
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。