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: 0001536114
申报总市值
US$4.4亿
US$4.4亿
399 檔
22.6%
在 Q2 2024 申报期间，Alta Advisers Ltd（CIK: 0001536114）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.4亿，共持有 399 个公开申报仓位。
在 Q2 2024，Alta Advisers Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 12 个既有持股进行加仓（合计增持 18 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Alta Advisers Ltd 的前 5 大核心持股（包含 VGSH, VOO, VEU 等）合计占整体申报市值的 22.6%，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 399 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 19.41% | -1.29% | -0.48% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 13.14% | -0.97% | -0.38% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.85% | -0.57% | -0.38% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | -1.41% | +0.49% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.11% | +6.36% | +916.18% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.10% | -1.51% | — | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.38% | +2.21% | +2.40% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.50% | -0.68% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | -0.52% | +1.90% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.25% | +2.93% | — | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.00% | -0.18% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | -0.43% | +1.76% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | -0.49% | +2.52% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.35% | +2.63% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 0.73% | -0.43% | — | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -1.01% | EXIT | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.64% | — | — | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.21% | — | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | -0.17% | +4.92% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | -0.29% | — | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | -0.25% | — | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | -0.21% | +4.55% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 0.45% | -0.15% | — | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.44% | -0.14% | — | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 0.39% | -0.30% | — | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.39% | -0.14% | — | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 0.37% | -0.33% | — | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.35% | -0.29% | — | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | -0.12% | — | |
| 30 | ADBE | Adobe Inc | 股票-科技 | 0.35% | -0.07% | — | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.34% | +0.37% | — | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.33% | -0.12% | — | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.31% | -0.13% | +3.06% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.30% | -0.12% | +4.76% | |
| 35 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.29% | -0.14% | — | |
| 36 | QCOM | Qualcomm Inc | 股票-科技 | 0.29% | -0.02% | — | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.28% | +0.13% | — | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.28% | -0.13% | — | |
| 39 | LIN | Linde plc | 股票-原材料 | 0.27% | -0.11% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.27% | -0.10% | — | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.25% | -0.11% | — | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.25% | -0.10% | — | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.25% | -0.13% | +11.61% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.25% | -0.03% | +3.85% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.23% | -0.09% | — | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.23% | -0.06% | — | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.22% | -0.11% | — | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.22% | -0.01% | — | |
| 49 | CAT | Caterpillar Inc | 股票-工业 | 0.22% | — | — | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.22% | -0.06% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +916.18% | 加仓 |
| 2 | AAPL | Apple Inc | +0.7% | — | 不变 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.90% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | — | 不变 |
| 5 | AVGO | Broadcom Inc | +0.2% | +2.52% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.2% | +0.49% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.1% | +2.40% | 加仓 |
| 8 | LLY | Eli Lilly & Co | +0.1% | — | 不变 |
| 9 | CRH | CRH plc | +0.1% | NEW | 新建仓 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.38% | 减仓 |
| 11 | TSLA | Tesla Inc | +0.1% | — | 不变 |
| 12 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +12.56% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.1% | — | 不变 |
| 15 | ORCL | Oracle CORP | 0% | +4.76% | 加仓 |
| 16 | QCOM | Qualcomm Inc | 0% | — | 不变 |
| 17 | FICO | Fair Isaac CORP | 0% | NEW | 新建仓 |
| 18 | TEVA | Teva Pharmaceutical-sp Adr | 0% | NEW | 新建仓 |
| 19 | WMT | Walmart Inc | 0% | — | 不变 |
| 20 | NFLX | Netflix Inc | 0% | — | 不变 |
| 21 | T | At&t Inc | 0% | +10.94% | 加仓 |
| 22 | TDG | Transdigm Group Inc | 0% | +50.00% | 加仓 |
| 23 | LH | Labcorp Holdings Inc | 0% | NEW | 新建仓 |
| 24 | HUBS | Hubspot Inc | 0% | +100.00% | 加仓 |
| 25 | HPE | Hewlett Packard Enterprise | 0% | NEW | 新建仓 |
| 26 | AMAT | Applied Materials Inc | 0% | — | 不变 |
| 27 | ADBE | Adobe Inc | 0% | — | 不变 |
| 28 | PG | Procter & Gamble Co/the | 0% | +4.92% | 加仓 |
| 29 | META | Meta Platforms Inc-class A | 0% | — | 不变 |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +2.63% | 加仓 |
| 31 | CVS | Cvs Health CORP | 0% | — | 不变 |
| 32 | ✓ | Laboratory Corp. of America | 0% | EXIT | 清仓 |
| 33 | LOW | Lowe's Cos Inc | 0% | — | 不变 |
| 34 | NVR | Nvr Inc | 0% | -50.00% | 减仓 |
| 35 | ACN | Accenture plc | 0% | — | 不变 |
| 36 | BMY | Bristol-myers Squibb Co | 0% | — | 不变 |
| 37 | NKE | Nike Inc -cl B | 0% | — | 不变 |
| 38 | AMD | Advanced Micro Devices | -0.1% | — | 不变 |
| 39 | V | Visa Inc-class A Shares | -0.1% | — | 不变 |
| 40 | MRK | Merck & Co. Inc. | -0.1% | — | 不变 |
| 41 | TDY | Teledyne Technologies Inc | -0.1% | EXIT | 清仓 |
| 42 | HD | Home Depot Inc | -0.1% | — | 不变 |
| 43 | JNJ | Johnson & Johnson | -0.1% | — | 不变 |
| 44 | CRM | Salesforce Inc | -0.1% | — | 不变 |
| 45 | DIS | Walt Disney Co/the | -0.1% | — | 不变 |
| 46 | PXDEUR | Pioneer Natural Resources Co | -0.1% | EXIT | 清仓 |
| 47 | INTC | Intel CORP | -0.1% | — | 不变 |
| 48 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -0.38% | 减仓 |
| 49 | GE | General Electric | -0.3% | EXIT | 清仓 |
| 50 | VGSH | Vanguard Short-term Treasury | -0.7% | -0.48% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Alta Advisers Ltd 在 Q2 2024 季度的美股持仓总市值约为 US$4.4亿，共申报了 399 个公开持股仓位。
在 Q2 2024 季度，Alta Advisers Ltd 按市值排列的前三大核心持股分别为：VGSH (19.4%)、VOO (13.1%)、VEU (6.8%)。其中最大持股仓位 VGSH 占据整体投资组合约 19.4% 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
CRH
市值: US$17.2万
本季最大获利了结 / 清仓标的
GE
前期市值: US$52.7万
在 Q2 2024 季度中，Alta Advisers Ltd 共进行了 26 项持仓异动，包含新建仓 6 个仓位、加仓 12 个仓位、减仓 4 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 CRH。 本季清仓仓位包含 GE。
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。