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: 0001634208
申报总市值
US$430.3万
US$430.3万
129 檔
48052.7%
根据最新整理的 13F 季度数据集，Analyst IMS Investment Management Services Ltd. 于 Q4 2024 结束时的管理资产规模为 US$430.3万。该机构在本季度申报了 129 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Analyst IMS Investment Management Services Ltd. 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 48 个既有持股进行加仓（合计增持 49 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Analyst IMS Investment Management Services Ltd. 的前 5 大核心持股（包含 SPY, QQQ, VOO 等）合计占整体申报市值的 48052.7%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 28.82% | -2.91% | -0.55% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 19.37% | -0.58% | +0.45% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 17.31% | -1.91% | -0.18% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.95% | -1.06% | — | |
| 5 | WIX | Wix.com Ltd. | 股票-科技 | 2.23% | -0.82% | -1.03% | |
| 6 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 2.03% | +0.13% | -0.12% | |
| 7 | ARE | Alexandria Real Estate Equit | 股票-房地产 | 1.74% | -0.17% | +170.12% | |
| 8 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 1.40% | -0.08% | -0.09% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | -0.07% | +1.72% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.08% | +5.82% | |
| 11 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.92% | +6.50% | +6.46% | |
| 12 | SPG | Simon Property Group Inc | 股票-房地产 | 0.91% | -0.37% | -0.75% | |
| 13 | MCHI | Ishares Msci China ETF | ETF-新兴市场 | 0.85% | -0.25% | -0.57% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 0.80% | +0.01% | +3.68% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | -0.05% | -0.98% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.76% | -0.10% | +36.77% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | -0.07% | +1.18% | |
| 18 | BXP | Bxp Inc | 股票-房地产 | 0.62% | -0.02% | +0.03% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | -0.13% | +3.97% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | -0.08% | +0.03% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.49% | -0.02% | +12.63% | |
| 22 | FVRR | Fiverr International Ltd. | 股票-其他 | 0.47% | -0.04% | — | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.46% | +0.02% | -2.28% | |
| 24 | ✓ | Ituran Location And Control | 股票-其他 | 0.41% | -0.02% | -0.14% | |
| 25 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 0.34% | -0.05% | -1.47% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.28% | -0.06% | +2.86% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.28% | +0.21% | +656.39% | |
| 28 | TSLA | Tesla Inc | 股票-周期性消费 | 0.28% | +0.01% | +373.80% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.27% | -0.13% | +7.93% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.26% | +0.04% | +3.75% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | -0.04% | +36.33% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.25% | -0.05% | +7.34% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.24% | — | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.24% | -0.29% | -0.90% | |
| 35 | KIM | Kimco Realty CORP | 股票-房地产 | 0.22% | -0.06% | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.19% | -0.01% | -0.31% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.19% | -0.03% | +19.19% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.16% | -0.02% | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.14% | -0.03% | +13.23% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.13% | +0.14% | — | |
| 41 | SLG | Sl Green Realty CORP | 股票-房地产 | 0.13% | — | — | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.13% | -0.06% | — | |
| 43 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.11% | -0.02% | +17.39% | |
| 44 | CGNT | Cognyte Software Ltd. | 股票-其他 | 0.11% | -0.02% | — | |
| 45 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.10% | +0.04% | +100.00% | |
| 46 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.10% | -0.04% | +10.60% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.10% | +0.01% | — | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.10% | -0.02% | EXIT | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.10% | — | +247.98% | |
| 50 | FISV | Fiserv Inc | 股票-其他 | 0.10% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ARE | Alexandria Real Estate Equit | +0.9% | +170.12% | 加仓 |
| 2 | WIX | Wix.com Ltd. | +0.4% | -1.03% | 减仓 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +36.77% | 加仓 |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +656.39% | 加仓 |
| 5 | TSLA | Tesla Inc | +0.2% | +373.80% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.2% | +12.63% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.1% | +1.72% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +1.18% | 加仓 |
| 9 | FVRR | Fiverr International Ltd. | +0.1% | — | 不变 |
| 10 | INTU | Intuit Inc | +0.1% | NEW | 新建仓 |
| 11 | HD | Home Depot Inc | +0.1% | +247.98% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +36.33% | 加仓 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.45% | 加仓 |
| 14 | ✓ | Ituran Location And Control | +0.1% | -0.14% | 减仓 |
| 15 | ✓ | On Holding AG | +0.1% | +211.54% | 加仓 |
| 16 | AAPL | Apple Inc | 0% | +3.68% | 加仓 |
| 17 | WMT | Walmart Inc | 0% | +19.19% | 加仓 |
| 18 | BKNG | Booking Holdings Inc | 0% | +374.07% | 加仓 |
| 19 | MCD | Mcdonald's CORP | 0% | +137.91% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +37.87% | 加仓 |
| 21 | CEG | Constellation Energy | 0% | +249.49% | 加仓 |
| 22 | COST | Costco Wholesale CORP | 0% | +7.34% | 加仓 |
| 23 | CGNT | Cognyte Software Ltd. | 0% | — | 不变 |
| 24 | V | Visa Inc-class A Shares | 0% | +16.68% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +19.86% | 加仓 |
| 26 | QCOM | Qualcomm Inc | 0% | +58.85% | 加仓 |
| 27 | CIEN | Ciena CORP | 0% | — | 不变 |
| 28 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | -0.09% | 减仓 |
| 29 | META | Meta Platforms Inc-class A | 0% | +3.97% | 加仓 |
| 30 | MA | Mastercard Inc - A | 0% | +2.86% | 加仓 |
| 31 | TMUS | T-mobile US Inc | 0% | +17.39% | 加仓 |
| 32 | NFLX | Netflix Inc | 0% | +22.43% | 加仓 |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +31.39% | 加仓 |
| 34 | TCOM | Trip.com Group Ltd-adr | 0% | — | 不变 |
| 35 | FISV | Fiserv Inc | 0% | — | 不变 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不变 |
| 37 | BAC | Bank Of America CORP | 0% | +14.56% | 加仓 |
| 38 | FTNT | Fortinet Inc | 0% | — | 不变 |
| 39 | XLC | Ss Comm Select Sector Spdr | — | -2.28% | 减仓 |
| 40 | XLK | Ss Technology Select Sector | — | +3.75% | 加仓 |
| 41 | ORCL | Oracle CORP | — | +7.93% | 加仓 |
| 42 | PG | Procter & Gamble Co/the | — | +13.23% | 加仓 |
| 43 | C | Citigroup Inc | — | — | 不变 |
| 44 | WFC | Wells Fargo & Co | — | — | 不变 |
| 45 | PANW | Palo Alto Networks Inc | — | +100.00% | 加仓 |
| 46 | SAP | Sap Se-sponsored Adr | — | — | 不变 |
| 47 | NXPI | NXP Semiconductors N.V. | — | — | 不变 |
| 48 | CMCSA | Comcast Corp-class A | — | — | 不变 |
| 49 | PYPL | Paypal Holdings Inc | — | — | 不变 |
| 50 | KO | Coca-cola Co/the | — | +22.80% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Analyst IMS Investment Management Services Ltd. 在 Q4 2024 季度的美股持仓总市值约为 US$430.3万，共申报了 129 个公开持股仓位。
在 Q4 2024 季度，Analyst IMS Investment Management Services Ltd. 按市值排列的前三大核心持股分别为：SPY (28.8%)、QQQ (19.4%)、VOO (17.3%)。其中最大持股仓位 SPY 占据整体投资组合约 28.8% 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
INTU
市值: US$200.6万
本季最大获利了结 / 清仓标的
SHW
前期市值: US$48.0万
在 Q4 2024 季度中，Analyst IMS Investment Management Services Ltd. 共进行了 82 项持仓异动，包含新建仓 1 个仓位、加仓 48 个仓位、减仓 26 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 INTU。 本季清仓仓位包含 SHW。
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。