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: 0001818897
申报总市值
US$5.2亿
US$5.2亿
106 檔
44.3%
根据最新整理的 13F 季度数据集，Am Investment Strategies LLC 于 Q2 2024 结束时的管理资产规模为 US$5.2亿。该机构在本季度申报了 106 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024 期间，Am Investment Strategies LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Am Investment Strategies LLC 的前 5 大核心持股（包含 AAPL, AMZN, BRK-B 等）合计占整体申报市值的 44.3%，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 | AAPL | Apple Inc | 股票-科技 | 19.09% | +0.16% | +0.14% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 13.32% | -0.04% | +0.99% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 12.34% | -1.03% | +2.18% | |
| 4 | SYU1 | Synovus Financial CORP | 股票-其他 | 8.27% | — | -10.68% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.82% | +0.42% | +0.07% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.18% | -0.40% | +0.02% | |
| 7 | GE | General Electric | 股票-工业 | 2.35% | +0.55% | +0.04% | |
| 8 | USB | US Bancorp | 股票-金融 | 2.18% | +0.04% | +0.00% | |
| 9 | RJF | Raymond James Financial Inc | 股票-金融 | 1.95% | -0.17% | — | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.75% | +0.06% | +0.19% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | -0.33% | +1.30% | |
| 12 | APO | Apollo Global Management Inc | 股票-金融 | 1.64% | -0.12% | +4.60% | |
| 13 | SO | Southern Co/the | 股票-公用事业 | 1.57% | -0.28% | +0.29% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.09% | +1.21% | |
| 15 | SRAD | Sportradar Group AG | 股票-其他 | 1.28% | -0.32% | +31.13% | |
| 16 | MCHI | Ishares Msci China ETF | ETF-新兴市场 | 1.17% | — | — | |
| 17 | TFC | Truist Financial CORP | 股票-金融 | 0.84% | -0.04% | +0.06% | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 0.84% | +0.02% | +59.90% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.80% | +0.01% | +964.96% | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.80% | -0.02% | +17.70% | |
| 21 | EPD | Enterprise Products Partners | 股票-能源 | 0.78% | -0.15% | +1.74% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.75% | -0.03% | — | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | -0.10% | -0.17% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.71% | -0.14% | -14.24% | |
| 25 | GEV | GE Vernova Inc | 股票-工业 | 0.63% | +0.33% | — | |
| 26 | ONB | Old National Bancorp | 股票-金融 | 0.59% | +0.02% | +220.63% | |
| 27 | AMGN | Amgen Inc | 股票-医疗保健 | 0.57% | -0.06% | +0.69% | |
| 28 | C | Citigroup Inc | 股票-金融 | 0.54% | +0.05% | NEW | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 0.53% | -0.16% | -0.88% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.51% | +0.06% | +10.14% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.49% | +0.09% | +0.75% | |
| 32 | FLO | Flowers Foods Inc | 股票-非周期性消费 | 0.49% | -0.07% | +0.39% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.49% | -0.02% | +0.75% | |
| 34 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.45% | -0.10% | +0.01% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.42% | -0.12% | -9.96% | |
| 36 | HSTM | Healthstream Inc | 股票-其他 | 0.40% | +0.02% | — | |
| 37 | SG | Sweetgreen Inc - Class A | 股票-其他 | 0.37% | — | — | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.37% | -0.19% | +0.13% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.36% | +0.28% | — | |
| 40 | USLM | United States Lime & Mineral | 股票-其他 | 0.36% | -0.13% | — | |
| 41 | SBCF | Seacoast Banking Corp/fl | 股票-其他 | 0.35% | -0.02% | -67.15% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.34% | -0.03% | +0.46% | |
| 43 | GPN | Global Payments Inc | 股票-工业 | 0.33% | -0.01% | -1.24% | |
| 44 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.32% | — | +2.45% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.29% | +0.03% | +0.14% | |
| 46 | FHN | First Horizon CORP | 股票-金融 | 0.28% | -0.01% | +0.22% | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.28% | +0.10% | -19.64% | |
| 48 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.27% | — | +148.27% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | — | — | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.25% | -0.02% | — |
根据 SEC 官方 Form 13F 申报备案，Am Investment Strategies LLC 在 Q2 2024 季度的美股持仓总市值约为 US$5.2亿，共申报了 106 个公开持股仓位。
在 Q2 2024 季度，Am Investment Strategies LLC 按市值排列的前三大核心持股分别为：AAPL (19.1%)、AMZN (13.3%)、BRK-B (12.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 19.1% 的权重。
在 Q2 2024 季度中，Am Investment Strategies LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。
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。
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。