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
93 檔
17.6%
Altman Advisors, Inc. 在 Q3 2024 季度的美股仓位总计估值为 US$2.8亿，分散于 93 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Altman Advisors, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 26 个新仓位，并对 9 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
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 17.6%，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 | 7.95% | -0.26% | +2.03% | |
| 2 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 4.68% | -0.66% | +19.13% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.45% | -0.14% | -1.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.35% | +0.34% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.87% | -0.07% | +0.41% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.78% | -0.11% | +0.54% | |
| 7 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 1.98% | -0.02% | +31.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.93% | +0.23% | -1.08% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.77% | -0.46% | +0.89% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.71% | -0.04% | +0.96% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.54% | +0.08% | +895.38% | |
| 12 | CEG | Constellation Energy | 股票-公用事业 | 1.50% | -0.28% | -2.80% | |
| 13 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.41% | -0.46% | — | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.38% | -0.68% | +30.96% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | -0.09% | -0.36% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.31% | — | +30.99% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.27% | -0.73% | EXIT | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 1.25% | +0.54% | NEW | |
| 19 | FLIN | Franklin Ftse India ETF | ETF-其他 | 1.25% | — | — | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.15% | — | -1.98% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.09% | +0.38% | -2.34% | |
| 22 | ETN | Eaton Corporation plc | 股票-工业 | 1.04% | +0.02% | +0.33% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.03% | -0.01% | -0.19% | |
| 24 | MMM | 3m Co | 股票-工业 | 1.00% | -0.03% | +1.17% | |
| 25 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.00% | — | +0.48% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.35% | -29.92% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 0.98% | -0.45% | -0.32% | |
| 28 | UBS | UBS Group AG | 股票-金融 | 0.94% | +0.09% | +0.99% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.94% | — | — | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.93% | +0.03% | — | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | -0.03% | — | |
| 32 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.92% | +0.01% | +0.23% | |
| 33 | ICE | Intercontinental Exchange In | 股票-金融 | 0.91% | -0.29% | -0.14% | |
| 34 | DAL | Delta Air Lines Inc | 股票-工业 | 0.90% | — | +2.06% | |
| 35 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.89% | -0.06% | +1.46% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 0.87% | -0.09% | — | |
| 37 | TXT | Textron Inc | 股票-工业 | 0.87% | — | -0.13% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.87% | -0.10% | — | |
| 39 | WCN | Waste Connections Inc | 股票-工业 | 0.87% | — | +0.50% | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 0.86% | — | +0.54% | |
| 41 | C | Citigroup Inc | 股票-金融 | 0.86% | +0.07% | +0.01% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.86% | +0.01% | +0.84% | |
| 43 | PRU | Prudential Financial Inc | 股票-金融 | 0.86% | — | +0.81% | |
| 44 | HD | Home Depot Inc | 股票-周期性消费 | 0.86% | +0.63% | NEW | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.85% | — | — | |
| 46 | DELL | Dell Technologies -c | 股票-科技 | 0.84% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.04% | — | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.84% | — | -0.21% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.83% | — | +1.63% | |
| 50 | UL | Unilever PLC | 股票-非周期性消费 | 0.83% | — | +0.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FLIN | Franklin Ftse India ETF | +1.3% | NEW | 新建仓 |
| 2 | CB | Chubb Limited | +0.9% | NEW | 新建仓 |
| 3 | GS | Goldman Sachs Group Inc | +0.9% | NEW | 新建仓 |
| 4 | V | Visa Inc-class A Shares | +0.9% | NEW | 新建仓 |
| 5 | GD | General Dynamics CORP | +0.9% | NEW | 新建仓 |
| 6 | MA | Mastercard Inc - A | +0.9% | NEW | 新建仓 |
| 7 | HD | Home Depot Inc | +0.9% | NEW | 新建仓 |
| 8 | SHW | Sherwin-williams Co/the | +0.9% | NEW | 新建仓 |
| 9 | DELL | Dell Technologies -c | +0.8% | NEW | 新建仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.8% | NEW | 新建仓 |
| 11 | LNG | Cheniere Energy Inc | +0.8% | NEW | 新建仓 |
| 12 | UNH | Unitedhealth Group Inc | +0.8% | NEW | 新建仓 |
| 13 | AMT | American Tower CORP | +0.8% | NEW | 新建仓 |
| 14 | ZTS | Zoetis Inc | +0.8% | NEW | 新建仓 |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.8% | NEW | 新建仓 |
| 16 | MCD | Mcdonald's CORP | +0.8% | NEW | 新建仓 |
| 17 | EQIX | Equinix Inc | +0.8% | NEW | 新建仓 |
| 18 | HUBS | Hubspot Inc | +0.8% | NEW | 新建仓 |
| 19 | ADBE | Adobe Inc | +0.8% | NEW | 新建仓 |
| 20 | JNJ | Johnson & Johnson | +0.7% | NEW | 新建仓 |
| 21 | DE | Deere & Co | +0.7% | NEW | 新建仓 |
| 22 | AMD | Advanced Micro Devices | +0.7% | NEW | 新建仓 |
| 23 | BDX | Becton Dickinson And Co | +0.6% | NEW | 新建仓 |
| 24 | LLY | Eli Lilly & Co | +0.6% | NEW | 新建仓 |
| 25 | EFA | Ishares Msci Eafe ETF | +0.3% | NEW | 新建仓 |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | NEW | 新建仓 |
| 27 | WMT | Walmart Inc | +0.3% | +30.96% | 加仓 |
| 28 | ABBV | Abbvie Inc | +0.2% | +30.99% | 加仓 |
| 29 | XSVM | Invesco S&p Smallcap Value W | +0.2% | +31.38% | 加仓 |
| 30 | TSLA | Tesla Inc | +0.1% | +0.40% | 加仓 |
| 31 | MMM | 3m Co | +0.1% | +1.17% | 加仓 |
| 32 | IEUR | Ishares Core Msci Europe ETF | 0% | +19.13% | 加仓 |
| 33 | IBM | Intl Business Machines CORP | 0% | -0.19% | 减仓 |
| 34 | CEG | Constellation Energy | 0% | -2.80% | 减仓 |
| 35 | CBOE | Cboe Global Markets Inc | -0.1% | — | 不变 |
| 36 | ORCL | Oracle CORP | -0.1% | -0.45% | 减仓 |
| 37 | META | Meta Platforms Inc-class A | -0.2% | +0.96% | 加仓 |
| 38 | IAU | Ishares Gold Trust | -0.2% | +0.89% | 加仓 |
| 39 | ✓ | Wns Holdings LTD | -0.5% | EXIT | 清仓 |
| 40 | AAPL | Apple Inc | -0.6% | -1.02% | 减仓 |
| 41 | NKE | Nike Inc -cl B | -0.6% | EXIT | 清仓 |
| 42 | CRWD | Crowdstrike Holdings Inc - A | -0.7% | -7.21% | 减仓 |
| 43 | XOM | Exxon Mobil CORP | -0.8% | -29.92% | 减仓 |
| 44 | BHP | Bhp Group Ltd-spon Adr | -0.8% | EXIT | 清仓 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.8% | -1.08% | 减仓 |
| 46 | HDB | Hdfc Bank Ltd-adr | -0.8% | EXIT | 清仓 |
| 47 | HPQ | Hp Inc | -1% | EXIT | 清仓 |
| 48 | COST | Costco Wholesale CORP | -1.1% | -48.36% | 减仓 |
| 49 | LRCXEUR | Lam Research CORP | -1.4% | EXIT | 清仓 |
| 50 | FNOV | Ft Vest US Equity Buffer ETF | -1.8% | +2.03% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Altman Advisors, Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$2.8亿，共申报了 93 个公开持股仓位。
在 Q3 2024 季度，Altman Advisors, Inc. 按市值排列的前三大核心持股分别为：FNOV (8.0%)、IEUR (4.7%)、AAPL (3.5%)。其中最大持股仓位 FNOV 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
FLIN
市值: US$280.2万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$248.2万
在 Q3 2024 季度中，Altman Advisors, Inc. 共进行了 49 项持仓异动，包含新建仓 26 个仓位、加仓 9 个仓位、减仓 8 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 FLIN。 本季清仓仓位包含 LRCXEUR。
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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