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: 0002110313
申报总市值
US$2.6亿
US$2.6亿
59 檔
35.4%
Q1 2024 季度申报显示，Altrafin AG 披露的美股组合总市值为 US$2.6亿，涵盖 59 个不同之权益投资仓位。
在 Q1 2024，Altrafin AG 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 19 个既有持股进行加仓（合计增持 21 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Altrafin AG 的前 5 大核心持股（包含 MSFT, GOOGL, ACWI 等）合计占整体申报市值的 35.4%，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 | MSFT | Microsoft CORP | 股票-科技 | 9.11% | +0.26% | +0.19% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.20% | -0.14% | +1.68% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 6.43% | +0.79% | — | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.34% | +1.06% | +0.29% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.63% | -0.70% | +2.44% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.46% | +0.19% | -14.82% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 3.34% | -0.87% | +2.83% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.24% | +0.44% | -0.63% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 3.07% | +0.17% | -16.93% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.93% | — | -0.93% | |
| 11 | HON | Honeywell International Inc | 股票-工业 | 2.87% | — | — | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.82% | -0.86% | -12.98% | |
| 13 | SPGI | S&p Global Inc | 股票-金融 | 2.77% | -1.18% | +12.55% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.64% | +0.42% | +0.03% | |
| 15 | ICE | Intercontinental Exchange In | 股票-金融 | 2.47% | -0.21% | -5.70% | |
| 16 | FTNT | Fortinet Inc | 股票-科技 | 2.43% | +0.12% | +0.09% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 2.37% | -0.16% | -4.13% | |
| 18 | PYPL | Paypal Holdings Inc | 股票-金融 | 2.09% | — | — | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 1.85% | — | -0.29% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 1.72% | -0.53% | EXIT | |
| 21 | FNV | Franco-nevada CORP | 股票-原材料 | 1.70% | — | +0.06% | |
| 22 | NEM | Newmont CORP | 股票-原材料 | 1.63% | — | — | |
| 23 | ABX | Barrick Gold CORP | 股票-金融 | 1.43% | — | -1.15% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.35% | -0.22% | EXIT | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.23% | +0.04% | -5.94% | |
| 26 | FDX | Fedex CORP | 股票-工业 | 1.22% | -0.07% | EXIT | |
| 27 | SHEL | Shell Plc-adr | 股票-能源 | 1.21% | -0.12% | +0.08% | |
| 28 | FISV | Fiserv Inc | 股票-其他 | 1.16% | -0.03% | — | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 1.14% | — | -11.24% | |
| 30 | MCO | Moody's CORP | 股票-金融 | 1.11% | -0.21% | — | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.97% | +0.32% | NEW | |
| 32 | EQT | Eqt CORP | 股票-能源 | 0.91% | — | +0.04% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.83% | — | +0.03% | |
| 34 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.79% | — | — | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.79% | — | -0.68% | |
| 36 | MRVL | Marvell Technology Inc | 股票-科技 | 0.75% | — | +3.90% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.75% | — | — | |
| 38 | NFLX | Netflix Inc | 股票-通信服务 | 0.63% | -1.32% | — | |
| 39 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.63% | — | -0.03% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.63% | -0.15% | EXIT | |
| 41 | PATH | Uipath Inc - Class A | 股票-科技 | 0.63% | — | -0.02% | |
| 42 | STNE | StoneCo Ltd. | 股票-其他 | 0.49% | — | -29.74% | |
| 43 | C | Citigroup Inc | 股票-金融 | 0.49% | — | — | |
| 44 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.42% | — | -84.86% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.41% | — | +0.28% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.33% | +0.38% | — | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.26% | -0.07% | EXIT | |
| 48 | SLRC | Slr Investment CORP | 股票-其他 | 0.24% | -0.25% | EXIT | |
| 49 | XYZ | Block Inc | 股票-金融 | 0.24% | — | +11.64% | |
| 50 | SE | Sea Ltd-adr | 股票-通信服务 | 0.23% | +0.03% | +29.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | -14.82% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +2.44% | 加仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -0.63% | 减仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | +0.29% | 加仓 |
| 5 | CVX | Chevron CORP | +0.5% | +108.10% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.5% | +0.19% | 加仓 |
| 7 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +0.03% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | -12.98% | 减仓 |
| 9 | MA | Mastercard Inc - A | +0.3% | +2.83% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.68% | 加仓 |
| 11 | FTNT | Fortinet Inc | +0.2% | +0.09% | 加仓 |
| 12 | WFC | Wells Fargo & Co | +0.2% | -0.29% | 减仓 |
| 13 | BAC | Bank Of America CORP | +0.1% | -0.93% | 减仓 |
| 14 | FISV | Fiserv Inc | +0.1% | — | 不变 |
| 15 | ACWI | Ishares Msci Acwi ETF | +0.1% | — | 不变 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +20.00% | 加仓 |
| 17 | MRVL | Marvell Technology Inc | +0.1% | +3.90% | 加仓 |
| 18 | VEEV | Veeva Systems Inc-class A | +0.1% | — | 不变 |
| 19 | SE | Sea Ltd-adr | +0.1% | +29.03% | 加仓 |
| 20 | C | Citigroup Inc | +0.1% | — | 不变 |
| 21 | SPGI | S&p Global Inc | +0.1% | +12.55% | 加仓 |
| 22 | PYPL | Paypal Holdings Inc | +0.1% | — | 不变 |
| 23 | COST | Costco Wholesale CORP | +0.1% | — | 不变 |
| 24 | TTD | Trade Desk Inc/the -class A | +0.1% | +13.95% | 加仓 |
| 25 | XYZ | Block Inc | 0% | +11.64% | 加仓 |
| 26 | QCOM | Qualcomm Inc | 0% | +0.28% | 加仓 |
| 27 | FNV | Franco-nevada CORP | 0% | +0.06% | 加仓 |
| 28 | FDX | Fedex CORP | 0% | -6.24% | 减仓 |
| 29 | DAL | Delta Air Lines Inc | 0% | — | 不变 |
| 30 | INTU | Intuit Inc | — | +2.39% | 加仓 |
| 31 | ULTA | Ulta Beauty Inc | — | -0.03% | 减仓 |
| 32 | USB | US Bancorp | 0% | — | 不变 |
| 33 | BIDU | Baidu Inc - Spon Adr | 0% | — | 不变 |
| 34 | SNOW | Snowflake Inc | -0.1% | — | 不变 |
| 35 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -16.93% | 减仓 |
| 36 | PATH | Uipath Inc - Class A | -0.1% | -0.02% | 减仓 |
| 37 | EQT | Eqt CORP | -0.1% | +0.04% | 加仓 |
| 38 | BA | Boeing Co/the | -0.1% | — | 不变 |
| 39 | INTC | Intel CORP | -0.2% | +0.03% | 加仓 |
| 40 | ABX | Barrick Gold CORP | -0.3% | -1.15% | 减仓 |
| 41 | HON | Honeywell International Inc | -0.3% | — | 不变 |
| 42 | STNE | StoneCo Ltd. | -0.3% | -29.74% | 减仓 |
| 43 | NEM | Newmont CORP | -0.4% | — | 不变 |
| 44 | ADBE | Adobe Inc | -0.5% | -11.24% | 减仓 |
| 45 | AAPL | Apple Inc | -0.6% | -4.13% | 减仓 |
| 46 | DIS | Walt Disney Co/the | -1.6% | -94.06% | 减仓 |
| 47 | CVS | Cvs Health CORP | -2.5% | -84.86% | 减仓 |
| 48 | EL | Estee Lauder Companies-cl A | — | EXIT | 清仓 |
| 49 | MCO | Moody's CORP | — | NEW | 新建仓 |
| 50 | NFLX | Netflix Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Altrafin AG 在 Q1 2024 季度的美股持仓总市值约为 US$2.6亿，共申报了 59 个公开持股仓位。
在 Q1 2024 季度，Altrafin AG 按市值排列的前三大核心持股分别为：MSFT (9.1%)、GOOGL (7.2%)、ACWI (6.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.1% 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
MCO
市值: US$305.0万
本季最大获利了结 / 清仓标的
EL
前期市值: US$312.1万
在 Q1 2024 季度中，Altrafin AG 共进行了 37 项持仓异动，包含新建仓 2 个仓位、加仓 19 个仓位、减仓 15 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 MCO。 本季清仓仓位包含 EL。
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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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。