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: 0001542287
申报总市值
US$58.6亿
US$58.6亿
309 檔
17.9%
在 Q4 2024 申报期间，Annex Advisory Services, LLC（CIK: 0001542287）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$58.6亿，共持有 309 个公开申报仓位。
在 Q4 2024，Annex Advisory Services, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 28 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Annex Advisory Services, LLC 的前 5 大核心持股（包含 AVUS, AVDE, VGLT 等）合计占整体申报市值的 17.9%，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 309 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 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 10.41% | +0.41% | +5.00% | |
| 2 | AVDE | Avantis International Equity | ETF-其他 | 9.13% | -0.18% | -14.33% | |
| 3 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 4.33% | +1.52% | — | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 4.09% | — | -7.94% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 3.69% | +0.24% | -17.93% | |
| 6 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 3.41% | — | — | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 3.12% | — | +15.91% | |
| 8 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 2.71% | -0.33% | -8.83% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.59% | +0.05% | +14.87% | |
| 10 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 2.28% | +0.17% | +81.86% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.08% | -0.41% | +30.02% | |
| 12 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 1.89% | -0.21% | +131.35% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.69% | +0.02% | +17.60% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.65% | -0.41% | +16.72% | |
| 15 | APP | Applovin Corp-class A | 股票-科技 | 1.64% | -0.01% | -30.61% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.47% | -0.15% | +19.32% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.16% | +60.63% | |
| 18 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 1.25% | -0.56% | -63.07% | |
| 19 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.22% | -0.08% | +23.25% | |
| 20 | TKO | Tko Group Holdings Inc | 股票-通信服务 | 1.21% | -0.12% | +20.48% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.15% | +0.03% | -2.97% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.08% | -0.02% | +23.45% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.97% | -0.02% | +7.57% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 0.96% | +0.14% | -3.22% | |
| 25 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 0.87% | -0.82% | +18.67% | |
| 26 | LIN | Linde plc | 股票-原材料 | 0.86% | -0.01% | +16.21% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.85% | -0.22% | +11.52% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.83% | — | -9.98% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.83% | +0.36% | +30.02% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | -0.13% | +14.89% | |
| 31 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.83% | -0.06% | +15.68% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | +0.01% | +8.30% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.16% | +18.97% | |
| 34 | CTAS | Cintas CORP | 股票-工业 | 0.70% | -0.03% | +1.58% | |
| 35 | NOW | Servicenow Inc | 股票-科技 | 0.70% | — | +18.79% | |
| 36 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.69% | — | -2.27% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | -0.01% | +0.18% | |
| 38 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.67% | -0.65% | +21.23% | |
| 39 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.65% | -0.56% | -8.02% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.59% | +0.01% | -2.81% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.59% | +0.08% | -6.56% | |
| 42 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.58% | -0.23% | +56.08% | |
| 43 | FNV | Franco-nevada CORP | 股票-原材料 | 0.56% | +0.13% | +24.67% | |
| 44 | PSX | Phillips 66 | 股票-能源 | 0.56% | — | +25.68% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.53% | -0.23% | — | |
| 46 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.51% | -0.01% | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | -3.24% | |
| 48 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.48% | -0.01% | EXIT | |
| 49 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.48% | — | +48.02% | |
| 50 | IPAR | Interparfums Inc | 股票-其他 | 0.47% | — | +36.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VGLT | Vanguard Long-term Treasury | +4.3% | NEW | 新建仓 |
| 2 | QLTA | Ishares Aaa - A Rated Corpor | +3.4% | NEW | 新建仓 |
| 3 | UBND | Victoryshares Core Plus Bond | +1% | +131.35% | 加仓 |
| 4 | SMTH | Alps Smth Cor Bd Plus ETF | +0.9% | +81.86% | 加仓 |
| 5 | APP | Applovin Corp-class A | +0.6% | -30.61% | 减仓 |
| 6 | NVDA | Nvidia CORP | +0.6% | +30.02% | 加仓 |
| 7 | ASML | ASML Holding N.V. | +0.5% | NEW | 新建仓 |
| 8 | PZA | Invesco National Amt-free Mu | +0.5% | NEW | 新建仓 |
| 9 | MSFT | Microsoft CORP | +0.5% | +60.63% | 加仓 |
| 10 | UBER | Uber Technologies Inc | +0.5% | NEW | 新建仓 |
| 11 | AMZN | Amazon.com Inc | +0.4% | +16.72% | 加仓 |
| 12 | AAPL | Apple Inc | +0.4% | +14.87% | 加仓 |
| 13 | V | Visa Inc-class A Shares | +0.4% | +17.60% | 加仓 |
| 14 | VCTR | Victory Capital Holding - A | +0.3% | +599.68% | 加仓 |
| 15 | ✓ | Despegar.com CORP | +0.3% | NEW | 新建仓 |
| 16 | TKO | Tko Group Holdings Inc | +0.3% | +20.48% | 加仓 |
| 17 | ORLY | O'reilly Automotive Inc | +0.2% | +23.25% | 加仓 |
| 18 | SMCI | Super Micro Computer Inc | +0.2% | NEW | 新建仓 |
| 19 | CL | Colgate-palmolive Co | +0.2% | +1844.50% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | +0.2% | +19.32% | 加仓 |
| 21 | CRM | Salesforce Inc | +0.2% | +11.52% | 加仓 |
| 22 | HOOD | Robinhood Markets Inc - A | +0.2% | -8.02% | 减仓 |
| 23 | NOW | Servicenow Inc | +0.2% | +18.79% | 加仓 |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +15.91% | 加仓 |
| 25 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | +56.08% | 加仓 |
| 26 | WST | West Pharmaceutical Services | +0.1% | +34.83% | 加仓 |
| 27 | MAMA | Mama's Creations Inc | +0.1% | +70.99% | 加仓 |
| 28 | IPAR | Interparfums Inc | +0.1% | +36.49% | 加仓 |
| 29 | DPZ | Domino's Pizza Inc | +0.1% | +43.57% | 加仓 |
| 30 | MS | Morgan Stanley | +0.1% | -3.22% | 减仓 |
| 31 | MEDP | Medpace Holdings Inc | +0.1% | +18.67% | 加仓 |
| 32 | COST | Costco Wholesale CORP | +0.1% | +14.89% | 加仓 |
| 33 | AVUS | Avantis U.s. Equity ETF | +0.1% | +5.00% | 加仓 |
| 34 | AJG | Arthur J Gallagher & Co | +0.1% | +29.00% | 加仓 |
| 35 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +23.45% | 加仓 |
| 36 | CVX | Chevron CORP | +0.1% | +18.97% | 加仓 |
| 37 | UNH | Unitedhealth Group Inc | +0.1% | +30.02% | 加仓 |
| 38 | FCX | Freeport-mcmoran Inc | -0.2% | +15.68% | 加仓 |
| 39 | MRK | Merck & Co. Inc. | -0.3% | -9.98% | 减仓 |
| 40 | VFLO | Victoryshares Free Cash Flow | -0.4% | -8.83% | 减仓 |
| 41 | JSI | Jh Securitized Income ETF | -0.4% | -93.96% | 减仓 |
| 42 | UNP | Union Pacific CORP | -0.4% | -87.59% | 减仓 |
| 43 | ADBE | Adobe Inc | -0.5% | -82.21% | 减仓 |
| 44 | JQUA | Jpmorgan US Quality Factor | -0.6% | -7.94% | 减仓 |
| 45 | JMST | JPM Ultra-short Muni Income | -0.7% | -97.75% | 减仓 |
| 46 | AMAT | Applied Materials Inc | -0.7% | -75.83% | 减仓 |
| 47 | AVEM | Avantis Emerging Markets Eq | -1.6% | -17.93% | 减仓 |
| 48 | QLTY | Gmo U.s. Quality ETF | -2.4% | -63.07% | 减仓 |
| 49 | AVDE | Avantis International Equity | -3.2% | -14.33% | 减仓 |
| 50 | USFR | Wisdomtree Floating Rate Tre | -5.6% | -99.43% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Annex Advisory Services, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$58.6亿，共申报了 309 个公开持股仓位。
在 Q4 2024 季度，Annex Advisory Services, LLC 按市值排列的前三大核心持股分别为：AVUS (10.4%)、AVDE (9.1%)、VGLT (4.3%)。其中最大持股仓位 AVUS 占据整体投资组合约 10.4% 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
VGLT
市值: US$1.4亿
本季最大获利了结 / 清仓标的
AVDE
前期市值: US$3.9亿
在 Q4 2024 季度中，Annex Advisory Services, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 28 个仓位、减仓 15 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 VGLT。
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。