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: 0001731671
申报总市值
US$2.8亿
US$2.8亿
69 檔
16.5%
根据最新整理的 13F 季度数据集，Altman Advisors, Inc. 于 Q2 2024 结束时的管理资产规模为 US$2.8亿。该机构在本季度申报了 69 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024，Altman Advisors, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 11 个仓位并完全清仓 28 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，Altman Advisors, Inc. 的前 5 大核心持股（包含 FNOV, IEUR, AAPL 等）合计占整体申报市值的 16.5%，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 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 9.72% | -0.26% | +0.99% | |
| 2 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 4.69% | -0.66% | +0.58% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.03% | -0.14% | -0.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.84% | -0.35% | +6.70% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.79% | -0.07% | -1.41% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.59% | -0.11% | +1100.05% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.73% | +0.23% | -6.37% | |
| 8 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.98% | -0.46% | +0.71% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.92% | -0.17% | -0.65% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.91% | -0.04% | +17.25% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.84% | +0.08% | -0.15% | |
| 12 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 1.83% | -0.02% | +1.58% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.76% | -0.35% | -14.66% | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.55% | +0.78% | NEW | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.09% | -0.19% | |
| 16 | CEG | Constellation Energy | 股票-公用事业 | 1.52% | -0.28% | -9.39% | |
| 17 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.49% | -0.46% | — | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.43% | +0.38% | -2.25% | |
| 19 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.41% | — | -3.32% | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.35% | — | +0.04% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.35% | -0.73% | EXIT | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.29% | — | -0.40% | |
| 23 | ETN | Eaton Corporation plc | 股票-工业 | 1.25% | +0.02% | -1.13% | |
| 24 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 1.24% | +0.01% | -1.29% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 1.21% | +0.54% | NEW | |
| 26 | NFLX | Netflix Inc | 股票-通信服务 | 1.20% | -0.45% | +0.03% | |
| 27 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.16% | — | -34.66% | |
| 28 | UBS | UBS Group AG | 股票-金融 | 1.14% | +0.09% | +0.15% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 1.13% | -0.68% | -0.01% | |
| 30 | C | Citigroup Inc | 股票-金融 | 1.12% | +0.07% | -1.00% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.11% | — | +0.69% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 1.09% | +0.01% | -0.26% | |
| 33 | WCN | Waste Connections Inc | 股票-工业 | 1.08% | — | +0.04% | |
| 34 | TXT | Textron Inc | 股票-工业 | 1.08% | — | +0.59% | |
| 35 | DAL | Delta Air Lines Inc | 股票-工业 | 1.06% | — | -0.20% | |
| 36 | PRU | Prudential Financial Inc | 股票-金融 | 1.06% | — | +0.16% | |
| 37 | MFG | Mizuho Financial Group-adr | 股票-金融 | 1.06% | +0.04% | -0.92% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | -0.01% | +0.46% | |
| 39 | ICE | Intercontinental Exchange In | 股票-金融 | 0.99% | -0.29% | +0.46% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.98% | — | +1.60% | |
| 41 | HPQ | Hp Inc | 股票-科技 | 0.97% | — | -0.51% | |
| 42 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.97% | -0.30% | -0.23% | |
| 43 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.95% | -0.06% | +1.26% | |
| 44 | SHEL | Shell Plc-adr | 股票-能源 | 0.95% | -0.29% | -1.03% | |
| 45 | MMM | 3m Co | 股票-工业 | 0.95% | -0.03% | — | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.94% | -0.11% | +0.32% | |
| 47 | TGT | Target CORP | 股票-周期性消费 | 0.93% | — | +0.36% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.92% | — | +1.77% | |
| 49 | EOG | Eog Resources Inc | 股票-能源 | 0.91% | -0.18% | +0.67% | |
| 50 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.90% | — | +0.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FNOV | Ft Vest US Equity Buffer ETF | +1.7% | +0.99% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.7% | +1100.05% | 加仓 |
| 3 | AAPL | Apple Inc | +1.3% | -0.07% | 减仓 |
| 4 | MMM | 3m Co | +1% | NEW | 新建仓 |
| 5 | MSFT | Microsoft CORP | +0.9% | +6.70% | 加仓 |
| 6 | FLJP | Franklin Ftse Japan ETF | +0.8% | NEW | 新建仓 |
| 7 | AMZN | Amazon.com Inc | +0.7% | -1.41% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.6% | -6.37% | 减仓 |
| 9 | META | Meta Platforms Inc-class A | +0.6% | +17.25% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.5% | -0.15% | 减仓 |
| 11 | COST | Costco Wholesale CORP | +0.5% | -0.65% | 减仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -2.25% | 减仓 |
| 13 | ORCL | Oracle CORP | +0.3% | +0.02% | 加仓 |
| 14 | ISRG | Intuitive Surgical Inc | +0.3% | +0.04% | 加仓 |
| 15 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | -0.40% | 减仓 |
| 16 | TSLA | Tesla Inc | +0.3% | +0.65% | 加仓 |
| 17 | WMT | Walmart Inc | +0.3% | -0.01% | 减仓 |
| 18 | HPQ | Hp Inc | +0.2% | -0.51% | 减仓 |
| 19 | TGT | Target CORP | 0% | +0.36% | 加仓 |
| 20 | NKE | Nike Inc -cl B | 0% | +1.98% | 加仓 |
| 21 | XOM | Exxon Mobil CORP | 0% | -14.66% | 减仓 |
| 22 | SSO | Proshares Ultra S&p500 | -0.1% | EXIT | 清仓 |
| 23 | ANETEUR | Arista Networks Inc | -0.1% | -34.66% | 减仓 |
| 24 | SMMD | Ishares Russell 2500 ETF | -0.2% | EXIT | 清仓 |
| 25 | CSCO | Cisco Systems Inc | -0.2% | EXIT | 清仓 |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.3% | EXIT | 清仓 |
| 27 | EFA | Ishares Msci Eafe ETF | -0.3% | EXIT | 清仓 |
| 28 | PFE | Pfizer Inc | -0.6% | EXIT | 清仓 |
| 29 | MCD | Mcdonald's CORP | -0.6% | EXIT | 清仓 |
| 30 | BDX | Becton Dickinson And Co | -0.7% | EXIT | 清仓 |
| 31 | DE | Deere & Co | -0.7% | EXIT | 清仓 |
| 32 | AMT | American Tower CORP | -0.7% | EXIT | 清仓 |
| 33 | ZTS | Zoetis Inc | -0.7% | EXIT | 清仓 |
| 34 | EQIX | Equinix Inc | -0.7% | EXIT | 清仓 |
| 35 | JNJ | Johnson & Johnson | -0.7% | EXIT | 清仓 |
| 36 | UNH | Unitedhealth Group Inc | -0.7% | EXIT | 清仓 |
| 37 | ADBE | Adobe Inc | -0.8% | EXIT | 清仓 |
| 38 | LNG | Cheniere Energy Inc | -0.8% | EXIT | 清仓 |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.8% | EXIT | 清仓 |
| 40 | AMD | Advanced Micro Devices | -0.8% | EXIT | 清仓 |
| 41 | SHW | Sherwin-williams Co/the | -0.8% | EXIT | 清仓 |
| 42 | HD | Home Depot Inc | -0.8% | EXIT | 清仓 |
| 43 | GS | Goldman Sachs Group Inc | -0.9% | EXIT | 清仓 |
| 44 | MA | Mastercard Inc - A | -0.9% | EXIT | 清仓 |
| 45 | CB | Chubb Limited | -0.9% | EXIT | 清仓 |
| 46 | GD | General Dynamics CORP | -0.9% | EXIT | 清仓 |
| 47 | DXCM | Dexcom Inc | -0.9% | EXIT | 清仓 |
| 48 | HUBS | Hubspot Inc | -1% | EXIT | 清仓 |
| 49 | V | Visa Inc-class A Shares | -1% | EXIT | 清仓 |
| 50 | JPM | Jpmorgan Chase & Co | -1.4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Altman Advisors, Inc. 在 Q2 2024 季度的美股持仓总市值约为 US$2.8亿，共申报了 69 个公开持股仓位。
在 Q2 2024 季度，Altman Advisors, Inc. 按市值排列的前三大核心持股分别为：FNOV (9.7%)、IEUR (4.7%)、AAPL (4.0%)。其中最大持股仓位 FNOV 占据整体投资组合约 9.7% 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
MMM
市值: US$166.3万
本季最大获利了结 / 清仓标的
JPM
前期市值: US$285.8万
在 Q2 2024 季度中，Altman Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 9 个仓位、减仓 11 个仓位以及清仓 28 个仓位。 其中最大新建仓标的为 MMM。 本季清仓仓位包含 JPM。
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。