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: 0001606609
申报总市值
US$9.9亿
US$9.9亿
258 檔
12.9%
Q2 2024 季度申报显示，Archford Capital Strategies, LLC 披露的美股组合总市值为 US$9.9亿，涵盖 258 个不同之权益投资仓位。
Archford Capital Strategies, LLC 在 Q2 2024 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 20 档持股的同时，亦同步清仓 8 档并减仓 15 档标的。
在资产配置集中度方面，Archford Capital Strategies, LLC 的前 5 大核心持股（包含 VUG, BND, IEFA 等）合计占整体申报市值的 12.9%，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 258 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 | VUG | Vanguard Growth ETF | ETF-其他 | 6.13% | +0.05% | +2.88% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 5.00% | -0.11% | +4.13% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.80% | +0.04% | +3.20% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.37% | -0.25% | +1.93% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.40% | +0.04% | +11.52% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.10% | -0.01% | +2.82% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 1.85% | -0.02% | +2.42% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.82% | -0.01% | +4.78% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.71% | +0.06% | +79.23% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.71% | -0.02% | +2.05% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.59% | -0.11% | +4.26% | |
| 12 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.58% | +0.03% | +3.68% | |
| 13 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.57% | -0.01% | +3.40% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | +0.18% | +25.80% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | +0.02% | +5.18% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.34% | — | +3.90% | |
| 17 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 1.31% | — | +3.53% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.30% | +0.01% | +2.36% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | -0.08% | +943.65% | |
| 20 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 1.16% | +0.02% | NEW | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.13% | — | +3.02% | |
| 22 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.11% | — | +3.05% | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.11% | +0.01% | +3.42% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.09% | -0.08% | +3.50% | |
| 25 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 1.08% | — | -3.31% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.01% | — | -7.19% | |
| 27 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 0.98% | +0.05% | +2.93% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | +0.11% | +4.51% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | +0.24% | -1.14% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.95% | -0.01% | +1.49% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.92% | +0.05% | +2.88% | |
| 32 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.86% | — | +3.38% | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.82% | -0.16% | +1.50% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.76% | +0.05% | +4.99% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | +0.05% | +7.92% | |
| 36 | SAMT | Strategas Macro Them Opps | ETF-其他 | 0.74% | +0.10% | +3.04% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.14% | -5.22% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.72% | +0.04% | +10.44% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.70% | +0.06% | -15.22% | |
| 40 | XLF | Ss Financial Select Sector | ETF-其他 | 0.70% | -0.03% | -3.68% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.22% | -1.13% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.62% | -0.01% | -1.24% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.60% | -0.01% | +1.08% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.60% | +0.32% | +0.37% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | +0.05% | -5.15% | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.59% | -0.01% | +4.87% | |
| 47 | COR | Cencora Inc | 股票-医疗保健 | 0.57% | -0.08% | +1.42% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.52% | -0.02% | +4.93% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.40% | EXIT | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.50% | +0.18% | +0.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | +0.7% | +79.23% | 加仓 |
| 2 | AAPL | Apple Inc | +0.6% | +11.52% | 加仓 |
| 3 | VUG | Vanguard Growth ETF | +0.5% | +2.88% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | +943.65% | 加仓 |
| 5 | ACN | Accenture plc | +0.3% | NEW | 新建仓 |
| 6 | AME | Ametek Inc | +0.2% | NEW | 新建仓 |
| 7 | WINN | Harbor Long-term Growers ETF | +0.2% | NEW | 新建仓 |
| 8 | CBOE | Cboe Global Markets Inc | +0.2% | NEW | 新建仓 |
| 9 | V | Visa Inc-class A Shares | +0.2% | +25.80% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.51% | 加仓 |
| 11 | CME | Cme Group Inc | +0.2% | NEW | 新建仓 |
| 12 | AWK | American Water Works Co Inc | +0.2% | +146.48% | 加仓 |
| 13 | CLSE | Convergence Long/short Eqy | +0.2% | NEW | 新建仓 |
| 14 | MSFT | Microsoft CORP | +0.2% | +1.93% | 加仓 |
| 15 | MCD | Mcdonald's CORP | +0.1% | +87.51% | 加仓 |
| 16 | SMOT | Vaneck Morningstar Smid Moat | +0.1% | NEW | 新建仓 |
| 17 | AVGO | Broadcom Inc | +0.1% | -1.14% | 减仓 |
| 18 | COST | Costco Wholesale CORP | +0.1% | +7.92% | 加仓 |
| 19 | VLO | Valero Energy CORP | +0.1% | +67.82% | 加仓 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +277.14% | 加仓 |
| 21 | AMZN | Amazon.com Inc | +0.1% | +5.18% | 加仓 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.98% | 加仓 |
| 23 | SCHG | Schwab US Large-cap Growth | +0.1% | +2.88% | 加仓 |
| 24 | ANETEUR | Arista Networks Inc | +0.1% | +1.43% | 加仓 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +10.44% | 加仓 |
| 26 | BBUS | Jpmorgan Betabuilders US Equ | +0.1% | +3.53% | 加仓 |
| 27 | GEM | Goldman Sachs Activebeta Em | +0.1% | +3.19% | 加仓 |
| 28 | BND | Vanguard Total Bond Market | 0% | +4.13% | 加仓 |
| 29 | XSD | Ss Spdr S&p Semiconductor | -0.1% | EXIT | 清仓 |
| 30 | BHP | Bhp Group Ltd-spon Adr | -0.1% | EXIT | 清仓 |
| 31 | LYB | LyondellBasell Industries N.V. | -0.1% | EXIT | 清仓 |
| 32 | NTRS | Northern Trust CORP | -0.1% | EXIT | 清仓 |
| 33 | VZ | Verizon Communications Inc | -0.1% | -41.91% | 减仓 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -26.91% | 减仓 |
| 35 | PCTY | Paylocity Holding CORP | -0.1% | -0.16% | 减仓 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -16.58% | 减仓 |
| 37 | SNY | Sanofi-adr | -0.2% | EXIT | 清仓 |
| 38 | PEP | Pepsico Inc | -0.2% | -40.78% | 减仓 |
| 39 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | -0.2% | EXIT | 清仓 |
| 40 | ADI | Analog Devices Inc | -0.2% | -76.53% | 减仓 |
| 41 | PAYC | Paycom Software Inc | -0.2% | -34.06% | 减仓 |
| 42 | UBER | Uber Technologies Inc | -0.2% | -63.69% | 减仓 |
| 43 | ADSK | Autodesk Inc | -0.2% | EXIT | 清仓 |
| 44 | PG | Procter & Gamble Co/the | -0.2% | -28.78% | 减仓 |
| 45 | BLKCHF | Blackrock Inc | -0.2% | -74.44% | 减仓 |
| 46 | TROW | T Rowe Price Group Inc | -0.2% | -75.70% | 减仓 |
| 47 | NVS | Novartis Ag-sponsored Adr | -0.2% | EXIT | 清仓 |
| 48 | UNP | Union Pacific CORP | -0.2% | -37.57% | 减仓 |
| 49 | ABBV | Abbvie Inc | -0.3% | -57.09% | 减仓 |
| 50 | PM | Philip Morris International | -0.3% | -87.34% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Archford Capital Strategies, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$9.9亿，共申报了 258 个公开持股仓位。
在 Q2 2024 季度，Archford Capital Strategies, LLC 按市值排列的前三大核心持股分别为：VUG (6.1%)、BND (5.0%)、IEFA (3.8%)。其中最大持股仓位 VUG 占据整体投资组合约 6.1% 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
ACN
市值: US$168.6万
本季最大获利了结 / 清仓标的
NVS
前期市值: US$136.1万
在 Q2 2024 季度中，Archford Capital Strategies, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 20 个仓位、减仓 15 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 ACN。 本季清仓仓位包含 NVS。
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。