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
96 檔
18.3%
根据最新整理的 13F 季度数据集，Altman Advisors, Inc. 于 Q4 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 96 档美股持仓，呈现出该时期的主要投资地图。
Altman Advisors, Inc. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 18 档持股的同时，亦同步清仓 4 档并减仓 21 档标的。
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 18.3%，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 | 7.80% | -0.26% | +7.54% | |
| 2 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 4.29% | -0.66% | +7.96% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.57% | -0.14% | +0.53% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.17% | -0.07% | -2.15% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.94% | -0.11% | -0.10% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -0.35% | -2.05% | |
| 7 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 2.31% | — | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.10% | +0.23% | -0.07% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.93% | +0.08% | -2.69% | |
| 10 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 1.91% | -0.02% | +1.73% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.79% | +0.54% | NEW | |
| 12 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.67% | -0.46% | +9.82% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.67% | -0.04% | -0.49% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.46% | -0.68% | -1.75% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | -0.09% | +0.38% | |
| 16 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.29% | -0.46% | — | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.15% | — | +1.90% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.13% | +0.38% | -5.05% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 1.13% | -0.45% | -4.54% | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.12% | — | -4.04% | |
| 21 | FLIN | Franklin Ftse India ETF | ETF-其他 | 1.10% | — | +1.86% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.09% | -0.73% | EXIT | |
| 23 | ANET | Arista Networks Inc | 股票-科技 | 1.08% | +0.19% | — | |
| 24 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.05% | -0.06% | -1.56% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | -0.03% | +1.08% | |
| 26 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | +0.03% | -1.39% | |
| 27 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 1.00% | +0.01% | -1.06% | |
| 28 | DAL | Delta Air Lines Inc | 股票-工业 | 1.00% | — | -3.18% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 0.98% | +0.02% | -1.47% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.97% | +0.78% | NEW | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.96% | -0.01% | -2.24% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.96% | +0.28% | NEW | |
| 33 | HUBS | Hubspot Inc | 股票-科技 | 0.95% | — | -0.09% | |
| 34 | CEG | Constellation Energy | 股票-公用事业 | 0.95% | -0.28% | -23.51% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.93% | +0.07% | +0.01% | |
| 36 | LNG | Cheniere Energy Inc | 股票-能源 | 0.93% | -0.28% | +0.70% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.04% | +0.78% | |
| 38 | MFG | Mizuho Financial Group-adr | 股票-金融 | 0.92% | +0.04% | -0.70% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.92% | +0.01% | +0.15% | |
| 40 | MMM | 3m Co | 股票-工业 | 0.91% | -0.03% | +0.89% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.90% | -0.10% | +1.01% | |
| 42 | UBS | UBS Group AG | 股票-金融 | 0.89% | +0.09% | +0.37% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.89% | +0.06% | -0.31% | |
| 44 | CB | Chubb Limited | 股票-金融 | 0.87% | — | +0.63% | |
| 45 | PNC | Pnc Financial Services Group | 股票-金融 | 0.87% | — | +0.22% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.35% | -0.80% | |
| 47 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.83% | -0.28% | +0.37% | |
| 48 | PRU | Prudential Financial Inc | 股票-金融 | 0.81% | — | +0.59% | |
| 49 | ICE | Intercontinental Exchange In | 股票-金融 | 0.81% | -0.29% | +0.64% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.81% | -0.17% | +0.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EDV | Vanguard Extended Dur Treas | +2.3% | NEW | 新建仓 |
| 2 | ANET | Arista Networks Inc | +1.1% | NEW | 新建仓 |
| 3 | ACWI | Ishares Msci Acwi ETF | +1% | NEW | 新建仓 |
| 4 | YUMC | Yum China Holdings Inc | +0.8% | NEW | 新建仓 |
| 5 | LRCX | Lam Research CORP | +0.7% | NEW | 新建仓 |
| 6 | T | At&t Inc | +0.6% | NEW | 新建仓 |
| 7 | TSLA | Tesla Inc | +0.5% | -3.39% | 减仓 |
| 8 | UPS | United Parcel Service-cl B | +0.5% | NEW | 新建仓 |
| 9 | AVGO | Broadcom Inc | +0.4% | -2.69% | 减仓 |
| 10 | AMZN | Amazon.com Inc | +0.3% | -2.15% | 减仓 |
| 11 | HUBS | Hubspot Inc | +0.2% | -0.09% | 减仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.07% | 减仓 |
| 13 | NVDA | Nvidia CORP | +0.2% | -0.10% | 减仓 |
| 14 | EXPE | Expedia Group Inc | +0.2% | -1.56% | 减仓 |
| 15 | NFLX | Netflix Inc | +0.2% | -4.54% | 减仓 |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +0.47% | 加仓 |
| 17 | LNG | Cheniere Energy Inc | +0.1% | +0.70% | 加仓 |
| 18 | AAPL | Apple Inc | +0.1% | +0.53% | 加仓 |
| 19 | MS | Morgan Stanley | +0.1% | -0.31% | 减仓 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +1.08% | 加仓 |
| 21 | DAL | Delta Air Lines Inc | +0.1% | -3.18% | 减仓 |
| 22 | MFG | Mizuho Financial Group-adr | +0.1% | -0.70% | 减仓 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | -1.39% | 减仓 |
| 24 | WMT | Walmart Inc | +0.1% | -1.75% | 减仓 |
| 25 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | -1.06% | 减仓 |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +0.78% | 加仓 |
| 27 | C | Citigroup Inc | +0.1% | +0.01% | 加仓 |
| 28 | GD | General Dynamics CORP | -0.1% | +1.40% | 加仓 |
| 29 | ZTS | Zoetis Inc | -0.1% | +1.94% | 加仓 |
| 30 | NEE | Nextera Energy Inc | -0.1% | +1.75% | 加仓 |
| 31 | NVS | Novartis Ag-sponsored Adr | -0.1% | +1.84% | 加仓 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | +2.40% | 加仓 |
| 33 | TXT | Textron Inc | -0.1% | +1.77% | 加仓 |
| 34 | FNOV | Ft Vest US Equity Buffer ETF | -0.2% | +7.54% | 加仓 |
| 35 | CSCO | Cisco Systems Inc | -0.2% | EXIT | 清仓 |
| 36 | ABBV | Abbvie Inc | -0.2% | +1.90% | 加仓 |
| 37 | AMD | Advanced Micro Devices | -0.2% | +2.85% | 加仓 |
| 38 | AMT | American Tower CORP | -0.2% | +2.43% | 加仓 |
| 39 | ORCL | Oracle CORP | -0.2% | -8.32% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.2% | -2.05% | 减仓 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +0.74% | 加仓 |
| 42 | IEUR | Ishares Core Msci Europe ETF | -0.4% | +7.96% | 加仓 |
| 43 | LLY | Eli Lilly & Co | -0.4% | -58.02% | 减仓 |
| 44 | O | Realty Income CORP | -0.4% | -43.42% | 减仓 |
| 45 | CEG | Constellation Energy | -0.6% | -23.51% | 减仓 |
| 46 | BUD | Anheuser-busch Inbev-spn Adr | -0.6% | -58.30% | 减仓 |
| 47 | BP | Bp Plc-spons Adr | -0.6% | EXIT | 清仓 |
| 48 | CMCSA | Comcast Corp-class A | -0.7% | -82.37% | 减仓 |
| 49 | EWC | Ishares Msci Canada ETF | -0.8% | EXIT | 清仓 |
| 50 | ANETEUR | Arista Networks Inc | -1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Altman Advisors, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$2.8亿，共申报了 96 个公开持股仓位。
在 Q4 2024 季度，Altman Advisors, Inc. 按市值排列的前三大核心持股分别为：FNOV (7.8%)、IEUR (4.3%)、AAPL (3.6%)。其中最大持股仓位 FNOV 占据整体投资组合约 7.8% 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
EDV
市值: US$542.9万
本季最大获利了结 / 清仓标的
ANETEUR
前期市值: US$225.0万
在 Q4 2024 季度中，Altman Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 18 个仓位、减仓 21 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 EDV。 本季清仓仓位包含 ANETEUR。
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。