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
153 檔
12.5%
在 Q4 2024 的 13F 官方备案中，Alta Advisers Ltd 管理的美股投资组合规模来到 US$4.4亿，整体持股档数为 153 档。
在 Q4 2024，Alta Advisers Ltd 展现出较为审慎的避险与获利了结姿态。本季共减仓 3 个仓位并完全清仓 147 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，Alta Advisers Ltd 的前 5 大核心持股（包含 AAPL, VGSH, NVDA 等）合计占整体申报市值的 12.5%，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 | 7.98% | -1.51% | +16.62% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 7.91% | -1.29% | -68.39% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.92% | +6.36% | +17.09% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.58% | -1.41% | +17.73% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.44% | -0.97% | -68.39% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.31% | +2.21% | +17.83% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.69% | -0.68% | +17.42% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.58% | -0.57% | -68.37% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 2.39% | -0.43% | +18.63% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.32% | -0.52% | +20.37% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.28% | -0.49% | +19.90% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.92% | +2.93% | +12.56% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.73% | -0.43% | +21.44% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.41% | -0.35% | +18.03% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.28% | -0.18% | +13.87% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | -0.21% | +24.17% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -1.01% | EXIT | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.98% | — | +17.58% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.91% | -0.21% | +19.22% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.85% | -0.25% | +21.75% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | -0.17% | +18.82% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.83% | -0.33% | +22.99% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 0.82% | -0.15% | +23.00% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 0.80% | -0.30% | +18.08% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.29% | +11.52% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.67% | -0.12% | +17.41% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.66% | -0.14% | +22.29% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | -0.12% | +21.19% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.12% | +20.86% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.53% | -0.14% | +12.99% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.51% | -0.29% | +19.77% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.50% | -0.13% | +19.04% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | -0.13% | +11.18% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | -0.03% | +20.92% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.46% | -0.10% | +21.65% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.46% | -0.06% | +13.83% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.44% | -0.14% | +24.82% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.43% | -0.14% | +15.10% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | -0.09% | +22.20% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.42% | -0.09% | +20.38% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.42% | -0.10% | +26.60% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | +0.37% | +22.55% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.41% | -0.07% | +12.15% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.41% | -0.11% | +21.70% | |
| 45 | LIN | Linde plc | 股票-原材料 | 0.41% | -0.11% | +18.69% | |
| 46 | PM | Philip Morris International | 股票-非周期性消费 | 0.40% | -0.12% | +28.95% | |
| 47 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.39% | -0.11% | +18.10% | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.38% | -0.07% | +65.09% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.38% | -0.09% | +15.33% | |
| 50 | INTU | Intuit Inc | 股票-科技 | 0.37% | -0.11% | +16.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3.4% | +16.62% | 加仓 |
| 2 | NVDA | Nvidia CORP | +3.1% | +17.09% | 加仓 |
| 3 | MSFT | Microsoft CORP | +2.5% | +17.73% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +2.1% | +17.83% | 加仓 |
| 5 | TSLA | Tesla Inc | +1.5% | +18.63% | 加仓 |
| 6 | AVGO | Broadcom Inc | +1.3% | +19.90% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +1.1% | +20.37% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +1.1% | +17.42% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.8% | +12.56% | 加仓 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +21.44% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.7% | +18.03% | 加仓 |
| 12 | V | Visa Inc-class A Shares | +0.6% | +24.17% | 加仓 |
| 13 | NFLX | Netflix Inc | +0.4% | +18.08% | 加仓 |
| 14 | WMT | Walmart Inc | +0.4% | +22.99% | 加仓 |
| 15 | MA | Mastercard Inc - A | +0.4% | +19.22% | 加仓 |
| 16 | COST | Costco Wholesale CORP | +0.4% | +21.75% | 加仓 |
| 17 | CRM | Salesforce Inc | +0.3% | +17.41% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.3% | +18.12% | 加仓 |
| 19 | HD | Home Depot Inc | +0.3% | +23.00% | 加仓 |
| 20 | PG | Procter & Gamble Co/the | +0.3% | +18.82% | 加仓 |
| 21 | BAC | Bank Of America CORP | +0.3% | +21.19% | 加仓 |
| 22 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 23 | CB | Chubb Limited | +0.2% | +65.09% | 加仓 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.2% | +21.82% | 加仓 |
| 25 | WFC | Wells Fargo & Co | +0.2% | +11.18% | 加仓 |
| 26 | CSCO | Cisco Systems Inc | +0.2% | +20.92% | 加仓 |
| 27 | ORCL | Oracle CORP | +0.2% | +20.86% | 加仓 |
| 28 | NOW | Servicenow Inc | +0.2% | +13.83% | 加仓 |
| 29 | LRCX | Lam Research CORP | +0.2% | NEW | 新建仓 |
| 30 | DIS | Walt Disney Co/the | +0.2% | +20.38% | 加仓 |
| 31 | ACN | Accenture plc | +0.2% | +21.65% | 加仓 |
| 32 | CVX | Chevron CORP | +0.2% | +19.77% | 加仓 |
| 33 | GS | Goldman Sachs Group Inc | +0.2% | +15.33% | 加仓 |
| 34 | HON | Honeywell International Inc | +0.2% | +43.80% | 加仓 |
| 35 | PM | Philip Morris International | +0.2% | +28.95% | 加仓 |
| 36 | ISRG | Intuitive Surgical Inc | +0.2% | +18.10% | 加仓 |
| 37 | IBM | Intl Business Machines CORP | +0.2% | +22.20% | 加仓 |
| 38 | ABT | Abbott Laboratories | +0.2% | +21.70% | 加仓 |
| 39 | MCD | Mcdonald's CORP | +0.2% | +24.82% | 加仓 |
| 40 | MS | Morgan Stanley | +0.2% | +14.31% | 加仓 |
| 41 | BKNG | Booking Holdings Inc | +0.2% | +9.00% | 加仓 |
| 42 | AXP | American Express Co | +0.2% | +15.13% | 加仓 |
| 43 | BLKCHF | Blackrock Inc | +0.1% | +21.00% | 加仓 |
| 44 | BX | Blackstone Inc | +0.1% | +26.63% | 加仓 |
| 45 | C | Citigroup Inc | +0.1% | +22.82% | 加仓 |
| 46 | APP | Applovin Corp-class A | +0.1% | +44.00% | 加仓 |
| 47 | BSX | Boston Scientific CORP | +0.1% | +23.90% | 加仓 |
| 48 | MRVL | Marvell Technology Inc | +0.1% | +7.33% | 加仓 |
| 49 | SCHW | Schwab (charles) CORP | +0.1% | +24.25% | 加仓 |
| 50 | GEV | GE Vernova Inc | +0.1% | +22.93% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Alta Advisers Ltd 在 Q4 2024 季度的美股持仓总市值约为 US$4.4亿，共申报了 153 个公开持股仓位。
在 Q4 2024 季度，Alta Advisers Ltd 按市值排列的前三大核心持股分别为：AAPL (8.0%)、VGSH (7.9%)、NVDA (6.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.0% 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
ANET
市值: US$38.0万
本季最大获利了结 / 清仓标的
RY
前期市值: US$47.6万
在 Q4 2024 季度中，Alta Advisers Ltd 共进行了 200 项持仓异动，包含新建仓 2 个仓位、加仓 48 个仓位、减仓 3 个仓位以及清仓 147 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 RY。
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。