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: 0000820027
申报总市值
US$4946.9亿
US$4946.9亿
4043 檔
11.3%
Q4 2024 季度申报显示，Ameriprise Financial Inc 披露的美股组合总市值为 US$4946.9亿，涵盖 4043 个不同之权益投资仓位。
在 Q4 2024，Ameriprise Financial Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 118 个仓位并完全清仓 3 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，Ameriprise Financial Inc 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 11.3%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 4043 只）
| # | 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 | 3.87% | -0.46% | +1.87% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.40% | -0.01% | -3.77% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.00% | +0.27% | -4.25% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.28% | -0.11% | -5.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.74% | +0.12% | -0.24% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.62% | +0.14% | -4.44% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.39% | -0.14% | +1.44% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | -0.02% | -2.12% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.22% | +0.14% | +18.41% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | +0.09% | +1.30% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | -0.03% | -3.07% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 0.71% | -0.18% | -5.43% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.35% | -0.13% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | — | -2.66% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | -0.08% | -7.11% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | +0.02% | -0.60% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | +0.10% | +16.56% | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 0.64% | +0.49% | — | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.16% | +1.28% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.61% | +0.16% | +2.20% | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 0.60% | -0.04% | -0.43% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.59% | +0.03% | -5.85% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | +0.09% | +2.25% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | — | -18.31% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.11% | -1.26% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 0.56% | -0.02% | -1.65% | |
| 27 | BLK | Blackrock Inc | 股票-金融 | 0.55% | -0.14% | — | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | -0.07% | -7.31% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | +0.01% | +5.75% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | -0.09% | -5.86% | |
| 31 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.48% | -0.12% | +12.03% | |
| 32 | HON | Honeywell International Inc | 股票-工业 | 0.48% | -0.31% | EXIT | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | -0.04% | +75.40% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.47% | -0.06% | +59.86% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 0.46% | -0.04% | -11.37% | |
| 36 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.45% | -0.03% | -0.59% | |
| 37 | EBAY | Ebay Inc | 股票-周期性消费 | 0.45% | -0.06% | +12.43% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | -0.02% | +6.30% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.41% | +0.07% | -2.04% | |
| 40 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.40% | -0.04% | -2.05% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.40% | -0.13% | -10.54% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | -0.04% | -4.51% | |
| 43 | LIN | Linde plc | 股票-原材料 | 0.38% | -0.03% | -0.31% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.37% | — | +0.67% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.37% | -0.13% | +6.47% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.37% | -0.09% | +12.68% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.36% | -0.08% | +0.38% | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.36% | — | -18.65% | |
| 49 | PH | Parker Hannifin CORP | 股票-工业 | 0.35% | -0.03% | -2.75% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.10% | -17.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.6% | NEW | 新建仓 |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | 新建仓 |
| 3 | AVGO | Broadcom Inc | +0.4% | -4.44% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.2% | -5.05% | 减仓 |
| 5 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.24% | 减仓 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +18.41% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.2% | -0.43% | 减仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | -3.77% | 减仓 |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +59.86% | 加仓 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.2% | +75.40% | 加仓 |
| 12 | V | Visa Inc-class A Shares | +0.2% | +1.30% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -2.12% | 减仓 |
| 14 | BA | Boeing Co/the | +0.1% | +81.84% | 加仓 |
| 15 | BE | Bloom Energy Corp- A | +0.1% | +4.27% | 加仓 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +16.56% | 加仓 |
| 17 | AAPL | Apple Inc | +0.1% | -4.25% | 减仓 |
| 18 | CSX | Csx CORP | +0.1% | +89.73% | 加仓 |
| 19 | WFC | Wells Fargo & Co | +0.1% | -7.31% | 减仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.07% | 减仓 |
| 21 | MS | Morgan Stanley | +0.1% | -2.04% | 减仓 |
| 22 | NOW | Servicenow Inc | +0.1% | +6.77% | 加仓 |
| 23 | BAC | Bank Of America CORP | +0.1% | -0.60% | 减仓 |
| 24 | ADP | Automatic Data Processing | +0.1% | +16.74% | 加仓 |
| 25 | XYZ | Block Inc | +0.1% | +15.04% | 加仓 |
| 26 | EPAM | Epam Systems Inc | +0.1% | +39.76% | 加仓 |
| 27 | CSCO | Cisco Systems Inc | +0.1% | -1.26% | 减仓 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +1.44% | 加仓 |
| 29 | LULU | Lululemon Athletica Inc | +0.1% | +128.16% | 加仓 |
| 30 | TPR | Tapestry Inc | +0.1% | +4.80% | 加仓 |
| 31 | SNPS | Synopsys Inc | +0.1% | +26.17% | 加仓 |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 0% | +10.97% | 加仓 |
| 33 | ACN | Accenture plc | 0% | +12.68% | 加仓 |
| 34 | TGT | Target CORP | 0% | +61.19% | 加仓 |
| 35 | HON | Honeywell International Inc | 0% | -0.48% | 减仓 |
| 36 | WMT | Walmart Inc | 0% | -5.43% | 减仓 |
| 37 | FTI | TechnipFMC plc | 0% | +31.51% | 加仓 |
| 38 | TTWO | Take-two Interactive Softwre | 0% | +0.28% | 加仓 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.75% | 加仓 |
| 40 | NDAQ | Nasdaq Inc | 0% | +37.89% | 加仓 |
| 41 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +178.81% | 加仓 |
| 42 | OKTA | Okta Inc | 0% | +2135.65% | 加仓 |
| 43 | DIS | Walt Disney Co/the | 0% | -4.51% | 减仓 |
| 44 | MRVL | Marvell Technology Inc | 0% | -23.51% | 减仓 |
| 45 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +80.53% | 加仓 |
| 46 | EIX | Edison International | 0% | +149.31% | 加仓 |
| 47 | DELL | Dell Technologies -c | 0% | +224.45% | 加仓 |
| 48 | TEAM | Atlassian Corp-cl A | 0% | +446.42% | 加仓 |
| 49 | JGRO | Jpmorgan Active Growth ETF | 0% | +84.63% | 加仓 |
| 50 | CRM | Salesforce Inc | 0% | -10.54% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ameriprise Financial Inc 在 Q4 2024 季度的美股持仓总市值约为 US$4946.9亿，共申报了 4043 个公开持股仓位。
在 Q4 2024 季度，Ameriprise Financial Inc 按市值排列的前三大核心持股分别为：MSFT (3.9%)、NVDA (3.4%)、AAPL (3.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 3.9% 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
LRCX
市值: US$25.0亿
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$26.8亿
在 Q4 2024 季度中，Ameriprise Financial Inc 共进行了 200 项持仓异动，包含新建仓 4 个仓位、加仓 75 个仓位、减仓 118 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 LRCX。 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。
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。